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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.42 Million 0.49% of portfolio
115,252
Q4 2024 Reduced 0.41%
$0
$1.35 Million 0.47% of portfolio
115,672
Q4 2024 Reduced 0.42%
$0
$413,000 0.14% of portfolio
32,000
Q4 2023 New
$0
$157,000 0.05% of portfolio
10,500
Q3 2025 Reduced 16.0%
$2.51M
$46,000 0.02% of portfolio
50,000
Q4 2023 Reduced 50.0%

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
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