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Wealth Advisors of Tampa Bay, LLC

Portfolio Manager
Wealth Advisors of Tampa Bay, LLC
Performance
+2.97% (2026 Q1)
AUM (13F)
$302.38M
# of Holdings
93
Performance Rank
Allocation (Top 20)
56.98%

Wealth Advisors of Tampa Bay, LLC Holdings Map

Top 50 Wealth Advisors of Tampa Bay, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVGO
BROADCOM INC
5.7%55.7K$17.2M
-1.59%(-900)
2025-Q1: 72.3K shares2025-Q2: 59.1K shares2025-Q3: 57.3K shares2025-Q4: 56.6K shares2026-Q1: 55.7K shares
$68.32(+543.72%)
2026-03-31
GLW
CORNING INC
4.16%92.6K$12.6M
-22.21%(-26.43K)
2025-Q1: 121.6K shares2025-Q2: 123.7K shares2025-Q3: 119.6K shares2025-Q4: 119.0K shares2026-Q1: 92.6K shares
$32.70(+536.91%)
2026-03-31
JPST
JPMORGAN
3.9%232.9K$11.8M
+17.98%(+35.49K)
2025-Q1: 89.0K shares2025-Q2: 165.2K shares2025-Q3: 198.8K shares2025-Q4: 197.4K shares2026-Q1: 232.9K shares
$50.59(-0.16%)
2026-03-31
MSFT
MICROSOFT CORP
3.76%30.7K$11.4M
+9.77%(+2.73K)
2025-Q1: 20.8K shares2025-Q2: 20.7K shares2025-Q3: 26.7K shares2025-Q4: 28.0K shares2026-Q1: 30.7K shares
$339.71(+20.53%)
2026-03-31
AAPL
APPLE INC
3.31%39.4K$10.0M
-1.45%(-580)
2025-Q1: 42.8K shares2025-Q2: 42.9K shares2025-Q3: 41.6K shares2025-Q4: 40.0K shares2026-Q1: 39.4K shares
$132.03(+125.87%)
2026-03-31
WMT
WALMART INC
3.27%79.7K$9.9M
-9.53%(-8.39K)
2025-Q1: 94.9K shares2025-Q2: 90.6K shares2025-Q3: 90.1K shares2025-Q4: 88.1K shares2026-Q1: 79.7K shares
$49.79(+166.04%)
2026-03-31
JPLD
JPMORGAN LTD
3.19%184.9K$9.7M
+58.25%(+68.07K)
2025-Q1: 88.6K shares2025-Q2: 104.7K shares2025-Q3: 112.9K shares2025-Q4: 116.9K shares2026-Q1: 184.9K shares
$51.19(+1.85%)
2026-03-31
ADI
ANALOG DEVICES
3.04%28.9K$9.2M
-1.70%(-499)
2025-Q1: 29.4K shares2025-Q2: 29.4K shares2025-Q3: 29.3K shares2025-Q4: 29.4K shares2026-Q1: 28.9K shares
$167.09(+155.42%)
2026-03-31
GOOGL
ALPHABET INC
2.83%29.7K$8.5M
-2.75%(-840)
2025-Q1: 33.2K shares2025-Q2: 33.1K shares2025-Q3: 32.3K shares2025-Q4: 30.6K shares2026-Q1: 29.7K shares
$113.23(+254.22%)
2026-03-31
GS
GOLDMAN SACHS
2.81%10.1K$8.5M
-1.57%(-160)
2025-Q1: 11.8K shares2025-Q2: 11.4K shares2025-Q3: 10.5K shares2025-Q4: 10.2K shares2026-Q1: 10.1K shares
$324.07(+199.00%)
2026-03-31

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