Wealth Advisors of Tampa Bay, LLC

CIK

1715228

Location

TAMPA, FL

Portfolio Value

Small $259,167,835

Diversification

Diversified

Filing Date

Global Rank

#3,688 / 8,622 ▲ 150 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-1.0%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.3%

SPY

+67.9%

Annualised alpha

+1.3%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

75 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.7%

−1.1 pts

Top 5

23.6%

−1.8 pts

Top 10

39.4%

−2.1 pts

HHI

261

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.8%	$87,669,325	15
Financial Services	14.5%	$37,612,307	14
Communication Services	11.0%	$28,383,181	8
Consumer Cyclical	10.1%	$26,169,601	5
Industrials	9.2%	$23,964,813	5
Consumer Defensive	6.2%	$16,103,864	7
Healthcare	6.2%	$15,985,274	9
Utilities	3.9%	$10,138,895	3
Energy	3.9%	$10,137,357	6
Real Estate	0.8%	$2,041,568	2
Basic Materials	0.4%	$961,650	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
BBY	Best Buy Co Inc	+25,135	74,592	$4,788,806
TU	Telus Corp	+17,630	167,630	$2,150,692
CMCSA	Comcast Corp	+15,585	56,044	$1,609,023
MMM	3M Co	+9,015	27,570	$4,003,991
UBER	Uber Technologies, Inc	+6,050	42,468	$3,054,723
BX	Blackstone Inc.	+5,899	34,622	$3,981,183
NOW	ServiceNow, Inc.	+3,615	19,885	$2,078,976
MSFT	Microsoft Corp	+2,734	30,709	$11,367,550
O	Realty Income Corp	+2,295	33,160	$2,028,728
MDT	Medtronic plc	+2,130	46,526	$4,031,477
TGT	Target Corp	+1,865	6,700	$812,040
ACN	Accenture plc	+1,850	6,108	$1,211,155
CVX	Chevron Corp	+1,512	28,808	$5,960,375
V	Visa Inc.	+925	6,103	$1,844,570
SPOT	Spotify Technology S.A.	+825	4,248	$2,059,897
NVDA	Nvidia Corp	+400	24,833	$4,330,875
CRM	Salesforce, Inc.	+400	15,256	$2,847,837
WM	Waste Management Inc	+251	31,062	$7,137,736
PNC	Pnc Financial Services Group, Inc.	+215	23,905	$4,974,391
LH	Labcorp Holdings Inc.	+75	2,676	$713,983
ISRG	Intuitive Surgical Inc	+75	1,137	$524,145
AMGN	Amgen Inc	+70	2,287	$804,680
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−26,434	92,571	$12,586,878
WMT	Walmart Inc.	−8,391	79,674	$9,901,884
PFE	Pfizer Inc	−6,725	91,369	$2,565,641
BNY	Bank of New York Mellon Corp	−4,350	56,009	$6,644,347
T	At&T Inc.	−3,910	169,934	$4,926,386
TFC	Truist Financial Corp	−3,475	43,127	$1,982,548
VZ	Verizon Communications Inc	−3,062	147,499	$7,404,449
ETR	Entergy Corp /De/	−2,546	66,112	$7,428,344
CSCO	Cisco Systems, Inc.	−1,164	60,246	$4,674,487
BAC	Bank Of America Corp /De/	−1,000	9,950	$485,062
HAL	Halliburton Co	−946	19,364	$755,002
AVGO	Broadcom Inc.	−900	55,729	$17,248,682
GOOGL	Alphabet Inc.	−840	29,718	$8,545,708
AAPL	Apple Inc.	−580	39,426	$10,005,924
NEE	Nextera Energy Inc	−500	26,331	$2,445,623
ADI	Analog Devices Inc	−499	28,864	$9,182,792
HAS	Hasbro, Inc.	−430	53,842	$5,039,611
MCD	Mcdonalds Corp	−426	19,043	$5,918,373
AMZN	Amazon Com Inc	−411	31,586	$6,578,416
MPLX	Mplx LP	−400	4,500	$256,815
PEP	Pepsico Inc	−275	8,742	$1,357,545
MO	Altria Group, Inc.	−200	3,365	$222,056
CBOE	Cboe Global Markets, Inc.	−185	11,877	$3,338,268
GRMN	Garmin Ltd	−185	27,460	$6,370,994
HD	Home Depot, Inc.	−180	11,689	$3,844,395
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ACI	Albertsons Companies, Inc.	113,850	$1,940,004
ZTS	Zoetis Inc.	16,145	$1,908,500
NFLX	Netflix Inc	14,245	$1,369,656
RDDT	Reddit, Inc.	2,357	$317,370
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EA	Electronic Arts Inc.	18,500	$3,780,105
KHC	Kraft Heinz Co	36,983	$896,837
PYPL	PayPal Holdings, Inc.	6,294	$367,443
DIS	Walt Disney Co	1,850	$210,474
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $259,167,835 total · filing declares 93 positions · $302,375,041 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	55,729	-900	$17,248,682	−12.0%	6.66%
GLW	Corning Inc /Ny Technology	Reduced	92,571	-26,434	$12,586,878	+20.8%	4.86%
MSFT	Microsoft Corp Technology	Added	30,709	+2,734	$11,367,550	−16.0%	4.39%
AAPL	Apple Inc. Technology	Reduced	39,426	-580	$10,005,924	−8.0%	3.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,674	-8,391	$9,901,884	+0.9%	3.82%
ADI	Analog Devices Inc Technology	Reduced	28,864	-499	$9,182,792	+15.3%	3.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,718	-840	$8,545,708	−10.7%	3.30%
GS	Goldman Sachs Group Inc Financial Services	Reduced	10,055	-160	$8,506,429	−5.3%	3.28%
ETR	Entergy Corp /De/ Utilities	Reduced	66,112	-2,546	$7,428,344	+17.1%	2.87%
VZ	Verizon Communications Inc Communication Services	Reduced	147,499	-3,062	$7,404,449	+20.7%	2.86%
WM	Waste Management Inc Industrials	Added	31,062	+251	$7,137,736	+5.4%	2.75%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	56,009	-4,350	$6,644,347	−5.2%	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	31,586	-411	$6,578,416	−10.9%	2.54%
GRMN	Garmin Ltd Technology	Reduced	27,460	-185	$6,370,994	+13.6%	2.46%
CVX	Chevron Corp Energy	Added	28,808	+1,512	$5,960,375	+43.3%	2.30%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,043	-426	$5,918,373	−0.5%	2.28%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	53,842	-430	$5,039,611	+13.2%	1.94%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	23,905	+215	$4,974,391	+0.6%	1.92%
T	At&T Inc. Communication Services	Reduced	169,934	-3,910	$4,926,386	+14.1%	1.90%
RTX	RTX Corp Industrials	Reduced	25,389	-125	$4,897,538	+4.7%	1.89%
BBY	Best Buy Co Inc Consumer Cyclical	Added	74,592	+25,135	$4,788,806	+44.7%	1.85%
LMT	Lockheed Martin Corp Industrials	Reduced	7,769	-60	$4,695,505	+24.0%	1.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	60,246	-1,164	$4,674,487	−1.2%	1.80%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	72,334	-140	$4,387,057	+12.2%	1.69%
NVDA	Nvidia Corp Technology	Added	24,833	+400	$4,330,875	−5.0%	1.67%
MDT	Medtronic plc Healthcare	Added	46,526	+2,130	$4,031,477	−5.5%	1.56%
MMM	3M Co Industrials	Added	27,570	+9,015	$4,003,991	+34.8%	1.54%
BX	Blackstone Inc. Financial Services	Added	34,622	+5,899	$3,981,183	−10.1%	1.54%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,689	-180	$3,844,395	−5.9%	1.48%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	11,877	-185	$3,338,268	+10.3%	1.29%
GD	General Dynamics Corp Industrials	Reduced	9,411	-110	$3,230,043	+0.8%	1.25%
UBER	Uber Technologies, Inc Technology	Added	42,468	+6,050	$3,054,723	+2.7%	1.18%
CRM	Salesforce, Inc. Technology	Added	15,256	+400	$2,847,837	−27.6%	1.10%
PFE	Pfizer Inc Healthcare	Reduced	91,369	-6,725	$2,565,641	+5.0%	0.99%
NEE	Nextera Energy Inc Utilities	Reduced	26,331	-500	$2,445,623	+13.5%	0.94%
TU	Telus Corp Communication Services	Added	167,630	+17,630	$2,150,692	+8.9%	0.83%
NOW	ServiceNow, Inc. Technology	Added	19,885	+3,615	$2,078,976	−16.6%	0.80%
SPOT	Spotify Technology S.A. Communication Services	Added	4,248	+825	$2,059,897	+3.6%	0.79%
O	Realty Income Corp Real Estate	Added	33,160	+2,295	$2,028,728	+16.6%	0.78%
TFC	Truist Financial Corp Financial Services	Reduced	43,127	-3,475	$1,982,548	−13.5%	0.76%
ACI	Albertsons Companies, Inc. Consumer Defensive	NEW	113,850	NEW	$1,940,004	NEW	0.75%
ZTS	Zoetis Inc. Healthcare	NEW	16,145	NEW	$1,908,500	NEW	0.74%
V	Visa Inc. Financial Services	Added	6,103	+925	$1,844,570	+1.6%	0.71%
COF	Capital One Financial Corp Financial Services	Held	9,173	0	$1,673,430	−24.7%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,628	0	$1,622,188	+15.5%	0.63%
CMCSA	Comcast Corp Communication Services	Added	56,044	+15,585	$1,609,023	+33.1%	0.62%
XOM	ExxonMobil Holdings Corp Energy	Held	8,572	0	$1,454,325	+41.0%	0.56%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	3,716	0	$1,450,763	−16.7%	0.56%
NFLX	Netflix Inc Communication Services	NEW	14,245	NEW	$1,369,656	NEW	0.53%
ENB	Enbridge Inc Energy	Reduced	25,275	-150	$1,368,388	+12.5%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.