Institutional Manager · CIK 0001715228
Wealth Advisors of Tampa Bay, LLC
TAMPA, FL · File #028-18283
Latest AUM
$289.8M
Positions
92
Top-10 Concentration
41.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202592 pos · $289.8M
- 13F HOLDINGS REPORTQ/E Sep 202595 pos · $300.2M
- 13F HOLDINGS REPORTQ/E Jun 202590 pos · $265.2M
- 13F HOLDINGS REPORTQ/E Mar 2025150 pos · $246.0M
- 13F HOLDINGS REPORTQ/E Dec 202486 pos · $233.5M
- 13F HOLDINGS REPORTQ/E Sep 202488 pos · $239.6M
- 13F HOLDINGS REPORTQ/E Jun 202481 pos · $214.4M
- 13F HOLDINGS REPORTQ/E Mar 202481 pos · $210.5M
- 13F HOLDINGS REPORTQ/E Dec 202398 pos · $363.3M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $182.4M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $174.8M
- 13F HOLDINGS REPORTQ/E Mar 202373 pos · $161.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 56,629 | $19.6M | 7.49% |
| 2 | MICROSOFT CORP | MSFT | 27,975 | $13.5M | 5.17% |
| 3 | APPLE INC | AAPL | 40,006 | $10.9M | 4.15% |
| 4 | CORNING INC | GLW | 119,005 | $10.4M | 3.98% |
| 5 | JPMORGAN | 46641Q837 | 197,444 | $10.0M | 3.81% |
| 6 | WALMART INC | WMT | 88,065 | $9.8M | 3.75% |
| 7 | ALPHABET INC | GOOG | 30,558 | $9.6M | 3.65% |
| 8 | GOLDMAN SACHS | GSCE | 10,215 | $9.0M | 3.43% |
| 9 | ANALOG DEVICES | ADI | 29,363 | $8.0M | 3.04% |
| 10 | AMAZON COM | AMZN | 31,997 | $7.4M | 2.82% |
| 11 | BANK NEW YORK | 064058100 | 60,359 | $7.0M | 2.68% |
| 12 | WASTE MANAGEMENT | 94106L109 | 30,811 | $6.8M | 2.59% |
| 13 | ENTERGY CORP | ENO | 68,658 | $6.3M | 2.42% |
| 14 | VERIZON COMMUNICATIONS | VZ | 150,561 | $6.1M | 2.34% |
| 15 | JPMORGAN LTD | 46654Q773 | 116,864 | $6.1M | 2.34% |
| 16 | MCDONALDS CORP | MCD | 19,469 | $6.0M | 2.27% |
| 17 | GARMIN LTD | GRMN | 27,645 | $5.6M | 2.14% |
| 18 | PNC FINANCIAL | 693475105 | 23,690 | $4.9M | 1.89% |
| 19 | CISCO SYSTEMS | CSCO | 61,410 | $4.7M | 1.81% |
| 20 | RTX CORP | RTX | 25,514 | $4.7M | 1.79% |