Wealth Advisors of Tampa Bay, LLC
Filing Date
Global Rank
#3,684
/ 8,588
▲ 157
Top Industry
Semiconductors
12.1%
3Y Alpha vs SPY
-1.8%
Period ended 3 months ago
Filed May 14, 2026 · 34d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.5%
SPY
+78.1%
Annualised alpha
-1.8%
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, 2025Top 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 |
|---|---|---|
| Technology | 33.8% | $87,669,325 |
| Financial Services | 14.5% | $37,612,307 |
| Communication Services | 11.0% | $28,383,181 |
| Consumer Cyclical | 10.1% | $26,169,601 |
| Industrials | 9.2% | $23,964,813 |
| Consumer Defensive | 6.2% | $16,103,864 |
| Healthcare | 6.2% | $15,985,274 |
| Utilities | 3.9% | $10,138,895 |
| Energy | 3.9% | $10,137,357 |
| Real Estate | 0.8% | $2,041,578 |
| Basic Materials | 0.4% | $961,650 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
7 positions ·
$16,103,864 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 79,674 | $9,901,884 | 61.49% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
NEW | 113,850 | $1,940,004 | 12.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,628 | $1,622,188 | 10.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,742 | $1,357,545 | 8.43% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 6,700 | $812,040 | 5.04% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,718 | $248,147 | 1.54% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,365 | $222,056 | 1.38% |