Wealth Advisors of Tampa Bay, LLC

CIK

1715228

Location

TAMPA, FL

Portfolio Value

Small $288,140,550

Diversification

Diversified

Filing Date

Global Rank

#3,826 / 8,700 ▲ 997

Top Industry

Semiconductors 13.8%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.8%

+0.5 pts

Top 5

27.4%

+2.7 pts

Top 10

42.8%

+3.3 pts

HHI

298

Diversified+38

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.6%	$111,315,166	16
Financial Services	14.4%	$41,587,782	14
Communication Services	10.0%	$28,871,836	8
Consumer Cyclical	9.5%	$27,502,872	5
Industrials	8.5%	$24,573,926	7
Consumer Defensive	5.6%	$16,276,720	7
Healthcare	4.6%	$13,162,495	8
Utilities	3.5%	$10,083,314	3
Energy	3.0%	$8,681,647	6
Real Estate	0.9%	$2,632,727	2
Unclassified	0.9%	$2,467,999	1
Basic Materials	0.3%	$984,066	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACI	Albertsons Companies, Inc.	+122,728	236,578	$3,200,900
T	At&T Inc.	+92,022	261,956	$5,422,489
CMCSA	Comcast Corp	+21,879	77,923	$1,913,009
O	Realty Income Corp	+9,196	42,356	$2,624,377
ACN	Accenture plc	+7,825	13,933	$1,733,822
GRMN	Garmin Ltd	+4,490	31,950	$7,589,403
KLAC	Kla Corp	+4,265	4,775	$1,440,665
BX	Blackstone Inc.	+3,681	38,303	$4,507,114
BMY	Bristol Myers Squibb Co	+3,043	75,377	$4,343,222
MSFT	Microsoft Corp	+2,010	32,719	$12,204,841
LMT	Lockheed Martin Corp	+1,839	9,608	$4,894,891
HD	Home Depot, Inc.	+1,750	13,439	$4,739,666
CVX	Chevron Corp	+1,511	30,319	$5,025,677
V	Visa Inc.	+1,010	7,113	$2,440,399
MMM	3M Co	+999	28,569	$4,625,606
AVGO	Broadcom Inc.	+970	56,699	$21,418,047
RDDT	Reddit, Inc.	+955	3,312	$574,896
WM	Waste Management Inc	+690	31,752	$7,076,885
NVDA	Nvidia Corp	+650	25,483	$5,098,893
MCD	Mcdonalds Corp	+432	19,475	$5,264,287
MDT	Medtronic plc	+246	46,772	$3,658,973
GD	General Dynamics Corp	+220	9,631	$3,411,685
HAS	Hasbro, Inc.	+176	54,018	$4,461,346
CI	Cigna Group	+150	3,315	$913,879
XOM	ExxonMobil Holdings Corp	+150	8,722	$1,192,471
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TU	Telus Corp	−44,335	123,295	$1,303,228
PFE	Pfizer Inc	−6,961	84,408	$2,032,544
HAL	Halliburton Co	−4,425	14,939	$507,179
GLW	Corning Inc /Ny	−4,180	88,391	$22,577,713
RTX	RTX Corp	−3,975	21,414	$4,062,878
CRWD	CrowdStrike Holdings, Inc.	−3,288	428	$326,623
BNY	Bank of New York Mellon Corp	−1,698	54,311	$7,853,913
VLY	Valley National Bancorp	−1,305	14,674	$214,974
CBOE	Cboe Global Markets, Inc.	−1,215	10,662	$2,587,347
—		−900	48,554	$2,467,999
UBER	Uber Technologies, Inc	−818	41,650	$3,005,464
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−777	108,375	$1,387,200
GS	Goldman Sachs Group Inc	−715	9,340	$9,446,195
TFC	Truist Financial Corp	−702	42,425	$2,113,613
AAPL	Apple Inc.	−680	38,746	$11,211,542
AMZN	Amazon Com Inc	−629	30,957	$7,378,291
CSCO	Cisco Systems, Inc.	−600	59,646	$7,006,019
BAC	Bank Of America Corp /De/	−500	9,450	$538,461
VZ	Verizon Communications Inc	−480	147,019	$6,224,784
NOW	ServiceNow, Inc.	−270	19,615	$1,947,377
ETR	Entergy Corp /De/	−257	65,855	$7,564,105
NEE	Nextera Energy Inc	−250	26,081	$2,289,129
NAD	Nuveen Quality Municipal Income Fund	−240	115,182	$1,396,005
SPOT	Spotify Technology S.A.	−221	4,027	$1,848,916
MU	Micron Technology Inc	−200	1,300	$1,500,577
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	3,035	$415,643
GEV	GE Vernova Inc.	224	$263,168
GE	General Electric Co	639	$238,813
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	417,870	$21,440,595
AAXJ	iShares MSCI All Country Asia ex Japan ETF	58,574	$4,252,288
BKF	iShares MSCI BIC ETF	24,793	$2,633,512
ZTS	Zoetis Inc.	16,145	$1,908,500
BCLO	iShares BBB-B CLO Active ETF	45,000	$990,900
ABI	VictoryShares Pioneer Asset-Based Income ETF	5,058	$970,731
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	21,838	$891,645
BILZ	PIMCO Ultra Short Government Active ETF	5,350	$498,994
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	6,080	$360,057
BNDC	FlexShares Core Select Bond Fund	916	$221,094
DCOR	Dimensional US Core Equity 1 ETF	4,256	$206,245
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $288,140,550 total · filing declares 94 positions · $326,944,178 · as of Jun 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLW	Corning Inc /Ny Technology	Reduced	88,391	-4,180	$22,577,713	+79.4%	7.84%
AVGO	Broadcom Inc. Technology	Added	56,699	+970	$21,418,047	+24.2%	7.43%
MSFT	Microsoft Corp Technology	Added	32,719	+2,010	$12,204,841	+7.4%	4.24%
ADI	Analog Devices Inc Technology	Reduced	28,802	-62	$11,439,290	+24.6%	3.97%
AAPL	Apple Inc. Technology	Reduced	38,746	-680	$11,211,542	+12.0%	3.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,545	-173	$10,558,496	+23.6%	3.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,340	-715	$9,446,195	+11.0%	3.28%
WMT	Walmart Inc. Consumer Defensive	Added	79,727	+53	$9,029,880	−8.8%	3.13%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	54,311	-1,698	$7,853,913	+18.2%	2.73%
GRMN	Garmin Ltd Technology	Added	31,950	+4,490	$7,589,403	+19.1%	2.63%
ETR	Entergy Corp /De/ Utilities	Reduced	65,855	-257	$7,564,105	+1.8%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	30,957	-629	$7,378,291	+12.2%	2.56%
WM	Waste Management Inc Industrials	Added	31,752	+690	$7,076,885	−0.9%	2.46%
CSCO	Cisco Systems, Inc. Technology	Reduced	59,646	-600	$7,006,019	+49.9%	2.43%
VZ	Verizon Communications Inc Communication Services	Reduced	147,019	-480	$6,224,784	−15.9%	2.16%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	23,845	-60	$5,871,115	+18.0%	2.04%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	74,582	-10	$5,659,282	+18.2%	1.96%
T	At&T Inc. Communication Services	Added	261,956	+92,022	$5,422,489	+10.1%	1.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	19,475	+432	$5,264,287	−11.1%	1.83%
NVDA	Nvidia Corp Technology	Added	25,483	+650	$5,098,893	+17.7%	1.77%
CVX	Chevron Corp Energy	Added	30,319	+1,511	$5,025,677	−15.7%	1.74%
LMT	Lockheed Martin Corp Industrials	Added	9,608	+1,839	$4,894,891	+4.2%	1.70%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,439	+1,750	$4,739,666	+23.3%	1.64%
MMM	3M Co Industrials	Added	28,569	+999	$4,625,606	+15.5%	1.61%
BX	Blackstone Inc. Financial Services	Added	38,303	+3,681	$4,507,114	+13.2%	1.56%
HAS	Hasbro, Inc. Consumer Cyclical	Added	54,018	+176	$4,461,346	−11.5%	1.55%
BMY	Bristol Myers Squibb Co Healthcare	Added	75,377	+3,043	$4,343,222	−1.0%	1.51%
RTX	RTX Corp Industrials	Reduced	21,414	-3,975	$4,062,878	−17.0%	1.41%
MDT	Medtronic plc Healthcare	Added	46,772	+246	$3,658,973	−9.2%	1.27%
GD	General Dynamics Corp Industrials	Added	9,631	+220	$3,411,685	+5.6%	1.18%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	236,578	+122,728	$3,200,900	+65.0%	1.11%
UBER	Uber Technologies, Inc Technology	Reduced	41,650	-818	$3,005,464	−1.6%	1.04%
O	Realty Income Corp Real Estate	Added	42,356	+9,196	$2,624,377	+29.4%	0.91%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	10,662	-1,215	$2,587,347	−22.5%	0.90%
		Reduced	48,554	-900	$2,467,999	−0.1%	0.86%
V	Visa Inc. Financial Services	Added	7,113	+1,010	$2,440,399	+32.3%	0.85%
CRM	Salesforce, Inc. Technology	Added	15,315	+59	$2,399,247	−15.8%	0.83%
NEE	Nextera Energy Inc Utilities	Reduced	26,081	-250	$2,289,129	−6.4%	0.79%
TFC	Truist Financial Corp Financial Services	Reduced	42,425	-702	$2,113,613	+6.6%	0.73%
PFE	Pfizer Inc Healthcare	Reduced	84,408	-6,961	$2,032,544	−20.8%	0.71%
NOW	ServiceNow, Inc. Technology	Reduced	19,615	-270	$1,947,377	−6.3%	0.68%
CMCSA	Comcast Corp Communication Services	Added	77,923	+21,879	$1,913,009	+18.9%	0.66%
COF	Capital One Financial Corp Financial Services	Added	9,313	+140	$1,868,374	+11.6%	0.65%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,027	-221	$1,848,916	−10.2%	0.64%
ACN	Accenture plc Technology	Added	13,933	+7,825	$1,733,822	+43.2%	0.60%
MU	Micron Technology Inc Technology	Reduced	1,300	-200	$1,500,577	+196.1%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,599	-29	$1,495,816	−7.8%	0.52%
KLAC	Kla Corp Technology	Added	4,775	+4,265	$1,440,665	+91.9%	0.50%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Reduced	115,182	-240	$1,396,005	+5.2%	0.48%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Reduced	108,375	-777	$1,387,200	+3.1%	0.48%

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.