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 SPH
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,928 | 13,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,455 | 13,455 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,935 | 13,455 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $249,321 | 13,455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $282,689 | 13,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,426 | 13,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $241,382 | 13,455 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $255,510 | 13,455 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $274,885 | 13,455 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $238,960 | 13,455 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $431,905 | 26,910 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $148,370 | 10,025 | Shares | Sole | 2023-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||