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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 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INC Communication Services 169,934.0 $4.9M 1.63% -4K -2.2% $28.99 -13.7%
22 RTX RTX CORP Industrials 25,389.0 $4.9M 1.62% $192.90 -7.2%
23 BBY BEST BUY Consumer Cyclical 74,592.0 $4.8M 1.58% +25K +50.8% $64.20 -1.5%
24 LMT LOCKHEED MARTIN Industrials 7,769.0 $4.7M 1.55% -60.0 -0.8% $604.39 -11.8%
25 CSCO CISCO SYSTEMS Technology 60,246.0 $4.7M 1.55% -1K -1.9% $77.59 +52.5%
26 BMY BRISTOL MYERS Healthcare 72,334.0 $4.4M 1.45% $60.65 -4.3%
27 NVDA NVIDIA CORP Technology 24,833.0 $4.3M 1.43% +400.0 +1.6% $174.40 +23.2%
28 PSC PRINCIPAL US 74,284.0 $4.3M 1.41% -1K -1.7% $57.32 +14.8%
29 MDT MEDTRONIC PLC Healthcare 46,526.0 $4.0M 1.33% +2K +4.8% $86.65 -10.4%
30 HELO JPMORGAN HEDGED 62,747.0 $4.0M 1.33% +3K +4.9% $63.91 +6.2%
31 MMM 3M COMPANY Industrials 27,570.0 $4.0M 1.32% +9K +48.6% $145.23 +6.1%
32 BX BLACKSTONE INC Financial Services 34,622.0 $4.0M 1.32% +6K +20.5% $114.99 +2.7%
33 HD HOME DEPOT Consumer Cyclical 11,689.0 $3.8M 1.27% -180.0 -1.5% $328.89 -5.6%
34 CBOE CBOE GLOBAL Financial Services 11,877.0 $3.3M 1.10% -185.0 -1.5% $281.07 +26.1%
35 GD GENERAL DYNAMICS Industrials 9,411.0 $3.2M 1.07% -110.0 -1.2% $343.22 +0.4%
36 UBER UBER TECHNOLOGIES Technology 42,468.0 $3.1M 1.01% +6K +16.6% $71.93 -2.5%
37 CRM SALESFORCE INC Technology 15,256.0 $2.8M 0.94% +400.0 +2.7% $186.67 -4.1%
38 IGSB ISHARES 1-5 52,912.0 $2.8M 0.92% $52.56 -0.3%
39 MXI ISHARES GLOBAL 24,793.0 $2.6M 0.87% +8K +46.5% $106.22 +5.9%
40 PFE PFIZER INC Healthcare 91,369.0 $2.6M 0.85% -7K -6.9% $28.08 -7.9%
Page 2 of 5  ·  93 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%