Wealth Advisors of Tampa Bay, LLC
Top Portfolio Positions
75 positions ·
$259,167,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
55,729 | $17,248,682 | 6.66% | |
| GLW |
Corning Inc /Ny
Technology
|
92,571 | $12,586,878 | 4.86% | |
| MSFT |
Microsoft Corp
Technology
|
30,709 | $11,367,550 | 4.39% | |
| AAPL |
Apple Inc.
Technology
|
39,426 | $10,005,924 | 3.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
79,674 | $9,901,884 | 3.82% | |
| ADI |
Analog Devices Inc
Technology
|
28,864 | $9,182,792 | 3.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,718 | $8,545,708 | 3.30% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,055 | $8,506,429 | 3.28% | |
| ETR |
Entergy Corp /De/
Utilities
|
66,112 | $7,428,344 | 2.87% | |
| VZ |
Verizon Communications Inc
Communication Services
|
147,499 | $7,404,449 | 2.86% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,345,844 | 109,152 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,381,864 | 109,152 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,416,447 | 115,252 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,374,956 | 115,252 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,426,819 | 115,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,412,989 | 115,252 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,549,611 | 115,729 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,441,983 | 115,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,406,107 | 115,729 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $776,916 | 65,729 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $484,446 | 46,988 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $274,879 | 23,494 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $276,759 | 23,494 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $294,322 | 24,244 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $253,519 | 21,724 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $543,383 | 41,448 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,824,653 | 190,984 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,480,053 | 305,636 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,683,511 | 156,473 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,766,674 | 154,909 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,617,962 | 154,909 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,304,884 | 137,359 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,151,041 | 137,359 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,831,980 | 119,894 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $340,120 | 23,169 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||