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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 EA ELECTRONIC ARTS Communication Services 18,500 $3.8M 1.30% SOLD
2 KHC KRAFT HEINZ Consumer Defensive 36,983 $897K 0.31% SOLD
3 PYPL PAYPAL HOLDINGS Financial Services 6,294 $367K 0.13% SOLD
4 DIS WALT DISNEY Communication Services 1,850 $210K 0.07% SOLD
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%