Wealth Advisors of Tampa Bay, LLC
Top Portfolio Positions
74 positions ·
$258,317,265 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
55,729 | $17,248,682 | 6.68% | |
| GLW |
Corning Inc /Ny
Technology
|
92,571 | $12,586,878 | 4.87% | |
| MSFT |
Microsoft Corp
Technology
|
30,709 | $11,367,550 | 4.40% | |
| AAPL |
Apple Inc.
Technology
|
39,426 | $10,005,924 | 3.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
79,674 | $9,901,884 | 3.83% | |
| ADI |
Analog Devices Inc
Technology
|
28,864 | $9,182,792 | 3.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,718 | $8,545,708 | 3.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,055 | $8,506,429 | 3.29% | |
| ETR |
Entergy Corp /De/
Utilities
|
66,112 | $7,428,344 | 2.88% | |
| VZ |
Verizon Communications Inc
Communication Services
|
147,499 | $7,404,449 | 2.87% |
Portfolio Trend
Holdings in GIPR
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,850 | 50,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,050 | 50,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $46,050 | 50,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $73,000 | 50,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,000 | 50,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,000 | 50,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $109,500 | 50,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $204,500 | 50,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $191,500 | 50,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $197,500 | 50,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $385,500 | 100,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $198,500 | 50,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $225,000 | 50,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $242,000 | 50,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $300,500 | 50,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $639,000 | 100,000 | Shares | Sole | 2022-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||