Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Wealth Advisors of Tampa Bay, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Wealth Advisors of Tampa Bay, LLC (CIK 1715228) reported $302.4M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($17.2M, 5.70%), GLW ($12.6M, 4.16%), JPST ($11.8M, 3.90%), MSFT ($11.4M, 3.76%), AAPL ($10.0M, 3.31%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVGOBROADCOM INC$17.2M5.70%55,729Trimmed
2GLWCORNING INC$12.6M4.16%92,571Trimmed
3JPSTJPMORGAN$11.8M3.90%232,936Added
4MSFTMICROSOFT CORP$11.4M3.76%30,709Added
5AAPLAPPLE INC$10.0M3.31%39,426Trimmed
6WMTWALMART INC$9.9M3.27%79,674Trimmed
7JPLDJPMORGAN LTD$9.7M3.19%184,934Added
8ADIANALOG DEVICES$9.2M3.04%28,864Trimmed
9GOOGLALPHABET INC$8.5M2.83%29,718Trimmed
10GSGOLDMAN SACHS$8.5M2.81%10,055Trimmed
11ETRENTERGY CORP$7.4M2.46%66,112Trimmed
12VZVERIZON COMMUNICATIONS$7.4M2.45%147,499Trimmed
13WMWASTE MANAGEMENT$7.1M2.36%31,062Added
14BKBANK NEW YORK$6.6M2.20%56,009Trimmed
15AMZNAMAZON COM$6.6M2.18%31,586Trimmed
16GRMNGARMIN LTD$6.4M2.11%27,460Trimmed
17CVXCHEVRON CORP$6.0M1.97%28,808Added
18MCDMCDONALDS CORP$5.9M1.96%19,043Trimmed
19HASHASBRO INC$5.0M1.67%53,842Trimmed
20PNCPNC FINANCIAL$5.0M1.65%23,905Added
21TAT&T INC$4.9M1.63%169,934Trimmed
22RTXRTX CORP$4.9M1.62%25,389Trimmed
23BBYBEST BUY$4.8M1.58%74,592Added
24CSCOCISCO SYSTEMS$4.7M1.55%60,246Trimmed
25LMTLOCKHEED MARTIN$4.7M1.55%7,769Trimmed

Source: SEC Form 13F filings · as of 2026-03-31