Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $289 Million
  • Q3 2025

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $18.9M, Microsoft Corp with a value of $13.8M, Apple Inc. with a value of $10.6M, Jp Morgan ETF Tr Ultra Short I with a value of $10.1M, and Corning Inc with a value of $9.81M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $259M to 289M.

Below you can find more details about Wealth Advisors Of Tampa Bay, LLC portfolio as well as his latest detailed transactions.

Portfolio value $289 Million
Technology: $90.1 Million
Financial Services: $39.5 Million
Communication Services: $33.8 Million
ETFs: $28 Million
Consumer Cyclical: $26.2 Million
Industrials: $22.1 Million
Consumer Defensive: $16.2 Million
Healthcare: $15.7 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$18.9 Million 6.53% of portfolio
57,284
Q3 2025 Reduced 3.02%
$3.78T
$13.8 Million 4.78% of portfolio
26,669
Q3 2025 Added 28.57%
$4.3T
$10.6 Million 3.66% of portfolio
41,611
Q3 2025 Reduced 3.0%
$0
$10.1 Million 3.49% of portfolio
198,829
Q3 2025 Added 20.32%
$69.4B
$9.81 Million 3.39% of portfolio
119,595
Q3 2025 Reduced 3.35%
$279B
$9.29 Million 3.21% of portfolio
90,137
Q3 2025 Reduced 0.47%
$265B
$8.33 Million 2.88% of portfolio
10,455
Q3 2025 Reduced 8.52%
$1.65T
$7.85 Million 2.71% of portfolio
32,303
Q3 2025 Reduced 2.56%
$2.39T
$7.3 Million 2.52% of portfolio
33,247
Q3 2025 Reduced 5.51%
$118B
$7.2 Million 2.49% of portfolio
29,323
Q3 2025 Reduced 0.41%
$85.9B
$6.97 Million 2.41% of portfolio
31,570
Q3 2025 Added 1.89%
$89.3B
$6.83 Million 2.36% of portfolio
62,650
Q3 2025 Reduced 3.9%
$19.3B
$6.65 Million 2.3% of portfolio
71,318
Q3 2025 Added 0.49%
$37.2B
$6.5 Million 2.25% of portfolio
26,381
Q3 2025 Reduced 0.85%
$224B
$5.4 Million 1.87% of portfolio
17,784
Q3 2025 Added 0.49%
$172B
$5.2 Million 1.8% of portfolio
118,382
Q3 2025 Added 3.92%
$181B
$4.97 Million 1.72% of portfolio
176,094
Q3 2025 Reduced 0.92%
$120B
$4.89 Million 1.69% of portfolio
155,513
Q3 2025 Added 37.49%
$465B
$4.75 Million 1.64% of portfolio
25,483
Q3 2025 Added 4.88%
$55.8B
$4.68 Million 1.62% of portfolio
23,185
Q3 2025 Reduced 5.06%
$98.1B
$4.63 Million 1.6% of portfolio
27,115
Q3 2025 Added 43.85%
$74.3B
$4.63 Million 1.6% of portfolio
23,065
Q3 2025 Reduced 0.6%
$258B
$4.56 Million 1.58% of portfolio
27,244
Q3 2025 Reduced 9.61%
$123B
$4.27 Million 1.48% of portfolio
8,554
Q3 2025 Added 2.16%
$0
$4.19 Million 1.45% of portfolio
73,555
Q3 2025 New
$319B
$4.17 Million 1.44% of portfolio
60,895
Q3 2025 Reduced 2.28%
$10.7B
$4.16 Million 1.44% of portfolio
54,797
Q3 2025 Added 13.74%
$128B
$4.16 Million 1.44% of portfolio
43,666
Q3 2025 Added 0.81%
$303B
$4.14 Million 1.43% of portfolio
26,641
Q3 2025 Reduced 0.24%
$20.7B
$4.11 Million 1.42% of portfolio
260,331
Q3 2025 Reduced 7.95%
$17B
$4.11 Million 1.42% of portfolio
54,416
Q3 2025 Added 1.8%
$141B
$3.76 Million 1.3% of portfolio
147,400
Q3 2025 Added 4.71%
$237B
$3.74 Million 1.29% of portfolio
15,781
Q3 2025 Added 0.83%
$99.5B
$3.5 Million 1.21% of portfolio
77,496
Q3 2025 Added 4.63%
$94.5B
$3.46 Million 1.2% of portfolio
10,141
Q2 2025 Added 1.25%
$181B
$3.4 Million 1.18% of portfolio
34,743
Q3 2025 Added 2.52%
$30.4B
$3.38 Million 1.17% of portfolio
129,611
Q3 2025 Added 32.76%
$169B
$3.18 Million 1.1% of portfolio
3,459
Q3 2025 Added 156.41%
$27.4B
$3.12 Million 1.08% of portfolio
12,717
Q3 2025 Added 1.07%
$91.4B
$2.85 Million 0.99% of portfolio
18,385
Q3 2025 Added 1.8%
$0
$2.84 Million 0.98% of portfolio
53,626
Q2 2025 Reduced 1.83%
$0
$2.7 Million 0.93% of portfolio
85,120
Q3 2025 Added 3.72%
$0
$2.38 Million 0.82% of portfolio
26,592
Q3 2025 Reduced 0.06%
$59.5B
$2.26 Million 0.78% of portfolio
49,402
Q3 2025 Added 0.61%
$77.2B
$2.09 Million 0.72% of portfolio
9,813
Q3 2025 Added 1.55%
$168B
$2.07 Million 0.72% of portfolio
27,481
Q3 2025 Added 0.55%
$662B
$1.95 Million 0.67% of portfolio
3,875
Q1 2025 Added 4.03%
$115B
$1.85 Million 0.64% of portfolio
3,766
Q2 2025 Reduced 8.61%
$123B
$1.82 Million 0.63% of portfolio
2,613
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $289 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Wealth Advisors Of Tampa Bay, LLC Portfolio

Follow Wealth Advisors Of Tampa Bay, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Tampa Bay, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Tampa Bay, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email