Top 50 Wealth Advisors of Tampa Bay, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.7% | 55.7K | $17.2M | -1.59%(-900) | $68.32(+543.72%) | 2026-03-31 | |
| GLW | CORNING INC | 4.16% | 92.6K | $12.6M | -22.21%(-26.43K) | $32.70(+536.91%) | 2026-03-31 | |
| JPST | JPMORGAN | 3.9% | 232.9K | $11.8M | +17.98%(+35.49K) | $50.59(-0.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.76% | 30.7K | $11.4M | +9.77%(+2.73K) | $339.71(+20.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.31% | 39.4K | $10.0M | -1.45%(-580) | $132.03(+125.87%) | 2026-03-31 | |
| WMT | WALMART INC | 3.27% | 79.7K | $9.9M | -9.53%(-8.39K) | $49.79(+166.04%) | 2026-03-31 | |
| JPLD | JPMORGAN LTD | 3.19% | 184.9K | $9.7M | +58.25%(+68.07K) | $51.19(+1.85%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 3.04% | 28.9K | $9.2M | -1.70%(-499) | $167.09(+155.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.83% | 29.7K | $8.5M | -2.75%(-840) | $113.23(+254.22%) | 2026-03-31 | |
| GS | GOLDMAN SACHS | 2.81% | 10.1K | $8.5M | -1.57%(-160) | $324.07(+199.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.43% | +79.03% |
| Top 20 Holdings Unweighted | +19.56% | +70.89% |
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