Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $17.2M | 5.70% | 55,729 | Trimmed |
| 2 | GLW | CORNING INC | $12.6M | 4.16% | 92,571 | Trimmed |
| 3 | JPST | JPMORGAN | $11.8M | 3.90% | 232,936 | Added |
| 4 | MSFT | MICROSOFT CORP | $11.4M | 3.76% | 30,709 | Added |
| 5 | AAPL | APPLE INC | $10.0M | 3.31% | 39,426 | Trimmed |
| 6 | WMT | WALMART INC | $9.9M | 3.27% | 79,674 | Trimmed |
| 7 | JPLD | JPMORGAN LTD | $9.7M | 3.19% | 184,934 | Added |
| 8 | ADI | ANALOG DEVICES | $9.2M | 3.04% | 28,864 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $8.5M | 2.83% | 29,718 | Trimmed |
| 10 | GS | GOLDMAN SACHS | $8.5M | 2.81% | 10,055 | Trimmed |
| 11 | ETR | ENTERGY CORP | $7.4M | 2.46% | 66,112 | Trimmed |
| 12 | VZ | VERIZON COMMUNICATIONS | $7.4M | 2.45% | 147,499 | Trimmed |
| 13 | WM | WASTE MANAGEMENT | $7.1M | 2.36% | 31,062 | Added |
| 14 | BK | BANK NEW YORK | $6.6M | 2.20% | 56,009 | Trimmed |
| 15 | AMZN | AMAZON COM | $6.6M | 2.18% | 31,586 | Trimmed |
| 16 | GRMN | GARMIN LTD | $6.4M | 2.11% | 27,460 | Trimmed |
| 17 | CVX | CHEVRON CORP | $6.0M | 1.97% | 28,808 | Added |
| 18 | MCD | MCDONALDS CORP | $5.9M | 1.96% | 19,043 | Trimmed |
| 19 | HAS | HASBRO INC | $5.0M | 1.67% | 53,842 | Trimmed |
| 20 | PNC | PNC FINANCIAL | $5.0M | 1.65% | 23,905 | Added |
| 21 | T | AT&T INC | $4.9M | 1.63% | 169,934 | Trimmed |
| 22 | RTX | RTX CORP | $4.9M | 1.62% | 25,389 | Trimmed |
| 23 | BBY | BEST BUY | $4.8M | 1.58% | 74,592 | Added |
| 24 | CSCO | CISCO SYSTEMS | $4.7M | 1.55% | 60,246 | Trimmed |
| 25 | LMT | LOCKHEED MARTIN | $4.7M | 1.55% | 7,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31