Wealth Advisors of Tampa Bay, LLC

CIK

1715228

Location

TAMPA, FL

Portfolio Value

Small $257,519,485

Diversification

Diversified

Filing Date

Global Rank

#3,689 / 8,616 ▲ 169 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-0.7%

Period ended 4 months ago

Filed May 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.2%

SPY

+72.4%

Annualised alpha

-0.7%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.7%

−1.1 pts

Top 5

23.7%

−1.8 pts

Top 10

39.7%

−2.1 pts

HHI

264

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$85,905,415	15
Financial Services	14.6%	$37,612,307	14
Communication Services	11.0%	$28,383,181	8
Consumer Cyclical	10.2%	$26,169,601	5
Industrials	9.3%	$23,964,813	5
Consumer Defensive	6.3%	$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%	$2,157,128	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 positions · $257,519,485 total · 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%	6.70%
GLW	Corning Inc /Ny Technology	Reduced	92,571	-26,434	$12,586,878	+20.8%	4.89%
MSFT	Microsoft Corp Technology	Added	30,709	+2,734	$11,367,550	−16.0%	4.41%
AAPL	Apple Inc. Technology	Reduced	39,426	-580	$10,005,924	−8.0%	3.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,674	-8,391	$9,901,884	+0.9%	3.85%
ADI	Analog Devices Inc Technology	Reduced	28,864	-499	$9,182,792	+15.3%	3.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,718	-840	$8,545,708	−10.7%	3.32%
GS	Goldman Sachs Group Inc Financial Services	Reduced	10,055	-160	$8,506,429	−5.3%	3.30%
ETR	Entergy Corp /De/ Utilities	Reduced	66,112	-2,546	$7,428,344	+17.1%	2.88%
VZ	Verizon Communications Inc Communication Services	Reduced	147,499	-3,062	$7,404,449	+20.7%	2.88%
WM	Waste Management Inc Industrials	Added	31,062	+251	$7,137,736	+5.4%	2.77%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	56,009	-4,350	$6,644,347	−5.2%	2.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	31,586	-411	$6,578,416	−10.9%	2.55%
GRMN	Garmin Ltd Technology	Reduced	27,460	-185	$6,370,994	+13.6%	2.47%
CVX	Chevron Corp Energy	Added	28,808	+1,512	$5,960,375	+43.3%	2.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,043	-426	$5,918,373	−0.5%	2.30%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	53,842	-430	$5,039,611	+13.2%	1.96%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	23,905	+215	$4,974,391	+0.6%	1.93%
T	At&T Inc. Communication Services	Reduced	169,934	-3,910	$4,926,386	+14.1%	1.91%
RTX	RTX Corp Industrials	Reduced	25,389	-125	$4,897,538	+4.7%	1.90%
BBY	Best Buy Co Inc Consumer Cyclical	Added	74,592	+25,135	$4,788,806	+44.7%	1.86%
LMT	Lockheed Martin Corp Industrials	Reduced	7,769	-60	$4,695,505	+24.0%	1.82%
CSCO	Cisco Systems, Inc. Technology	Reduced	60,246	-1,164	$4,674,487	−1.2%	1.82%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	72,334	-140	$4,387,057	+12.2%	1.70%
NVDA	Nvidia Corp Technology	Added	24,833	+400	$4,330,875	−5.0%	1.68%
MDT	Medtronic plc Healthcare	Added	46,526	+2,130	$4,031,477	−5.5%	1.57%
MMM	3M Co Industrials	Added	27,570	+9,015	$4,003,991	+34.8%	1.55%
BX	Blackstone Inc. Financial Services	Added	34,622	+5,899	$3,981,183	−10.1%	1.55%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,689	-180	$3,844,395	−5.9%	1.49%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	11,877	-185	$3,338,268	+10.3%	1.30%
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%	1.19%
CRM	Salesforce, Inc. Technology	Added	15,256	+400	$2,847,837	−27.6%	1.11%
PFE	Pfizer Inc Healthcare	Reduced	91,369	-6,725	$2,565,641	+5.0%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	26,331	-500	$2,445,623	+13.5%	0.95%
TU	Telus Corp Communication Services	Added	167,630	+17,630	$2,150,692	+8.9%	0.84%
NOW	ServiceNow, Inc. Technology	Added	19,885	+3,615	$2,078,976	−16.6%	0.81%
SPOT	Spotify Technology S.A. Communication Services	Added	4,248	+825	$2,059,897	+3.6%	0.80%
O	Realty Income Corp Real Estate	Added	33,160	+2,295	$2,028,728	+16.6%	0.79%
TFC	Truist Financial Corp Financial Services	Reduced	43,127	-3,475	$1,982,548	−13.5%	0.77%
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%	0.72%
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	+42.0%	0.62%
XOM	ExxonMobil Holdings Corp Energy	Held	8,572	0	$1,454,325	+41.0%	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%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,742	-275	$1,357,545	+4.9%	0.53%