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Portfolio (Quarterly) Guide ↗

Wealth Advisors of Tampa Bay, LLC

· CIK 0001715228
13F Portfolio $302M AUM 93 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 27 Added 32 Reduced 4 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPMORGAN 232,936.0 $11.8M 3.90% +35K +18.0% $50.61
2 MSFT MICROSOFT CORP Technology 30,709.0 $11.4M 3.76% +3K +9.8% $370.17 +12.4%
3 JPLD JPMORGAN LTD 184,934.0 $9.7M 3.19% +68K +58.2% $52.19 -0.2%
4 WM WASTE MANAGEMENT Industrials 31,062.0 $7.1M 2.36% +251.0 +0.8% $229.79 -6.2%
5 CVX CHEVRON CORP Energy 28,808.0 $6.0M 1.97% +2K +5.5% $206.90 -10.7%
6 PNC PNC FINANCIAL Financial Services 23,905.0 $5.0M 1.65% +215.0 +0.9% $208.09 +6.1%
7 BBY BEST BUY Consumer Cyclical 74,592.0 $4.8M 1.58% +25K +50.8% $64.20 -1.5%
8 NVDA NVIDIA CORP Technology 24,833.0 $4.3M 1.43% +400.0 +1.6% $174.40 +23.2%
9 MDT MEDTRONIC PLC Healthcare 46,526.0 $4.0M 1.33% +2K +4.8% $86.65 -10.4%
10 HELO JPMORGAN HEDGED 62,747.0 $4.0M 1.33% +3K +4.9% $63.91 +6.2%
11 MMM 3M COMPANY Industrials 27,570.0 $4.0M 1.32% +9K +48.6% $145.23 +6.1%
12 BX BLACKSTONE INC Financial Services 34,622.0 $4.0M 1.32% +6K +20.5% $114.99 +2.7%
13 UBER UBER TECHNOLOGIES Technology 42,468.0 $3.1M 1.01% +6K +16.6% $71.93 -2.5%
14 CRM SALESFORCE INC Technology 15,256.0 $2.8M 0.94% +400.0 +2.7% $186.67 -4.1%
15 MXI ISHARES GLOBAL 24,793.0 $2.6M 0.87% +8K +46.5% $106.22 +5.9%
16 TU TELUS CORP Communication Services 167,630.0 $2.2M 0.71% +18K +11.8% $12.83 -2.1%
17 NOW SERVICENOW INC Technology 19,885.0 $2.1M 0.69% +4K +22.2% $104.55 -4.4%
18 SPOT SPOTIFY TECHNOLOGY Communication Services 4,248.0 $2.1M 0.68% +825.0 +24.1% $484.91 +9.2%
19 O REALTY INCOME Real Estate 33,160.0 $2.0M 0.67% +2K +7.4% $61.18 +2.1%
20 V VISA INC Financial Services 6,103.0 $1.8M 0.61% +925.0 +17.9% $302.24 +8.0%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 14.7%
Communication Services 11.3%
Consumer Cyclical 10.4%
Industrials 9.6%
Healthcare 6.4%
Consumer Defensive 6.4%
Energy 4.0%
Utilities 1.1%
Real Estate 0.8%