StockDriftsStockDriftsTop 50 Wealth Advisors Of Tampa Bay LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 6.91% | 88.4K | $22.6M | -4.52%(-4.18K) | $32.70(+418.85%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.55% | 56.7K | $21.4M | +1.74%(+970) | $72.89(+440.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.73% | 32.7K | $12.2M | +6.55%(+2.01K) | $341.32(+42.41%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 3.5% | 28.8K | $11.4M | -0.21%(-62) | $167.09(+135.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.43% | 38.7K | $11.2M | -1.72%(-680) | $132.03(+131.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.23% | 29.5K | $10.6M | -0.58%(-173) | $113.23(+204.45%) | 2026-06-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 3.07% | 192.1K | $10.0M | +3.88%(+7.18K) | $51.23(+1.63%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.89% | 9.3K | $9.4M | -7.11%(-715) | $324.07(+223.20%) | 2026-06-30 | |
| WMT | WALMART INC | 2.76% | 79.7K | $9.0M | +0.07%(+53) | $49.84(+130.58%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 2.4% | 54.3K | $7.9M | -3.03%(-1.70K) | $46.61(+208.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.77% | +89.58% | +13.30% | +86.70% |
| Top 20 Holdings Unweighted | +20.87% | +76.58% | +11.02% | +68.65% |
Wealth Advisors Of Tampa Bay LLC reports $326.94M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are GLW (6.9%), AVGO (6.5%) and MSFT (3.7%). The top 20 holdings account for 59.05% of reported assets. Its disclosed equity book has returned +89.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Advisors Of Tampa Bay LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1715228). View Wealth Advisors Of Tampa Bay LLC’s 13F filings on SEC