Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Advisors of Tampa Bay, LLC (CIK 1715228) reported $326.9M across 94 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($22.6M, 6.91%), AVGO ($21.4M, 6.55%), MSFT ($12.2M, 3.73%), ADI ($11.4M, 3.50%), AAPL ($11.2M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $22.6M | 6.91% | 88,391 | Trimmed |
| 2 | AVGO | BROADCOM INC | $21.4M | 6.55% | 56,699 | Added |
| 3 | MSFT | MICROSOFT CORP | $12.2M | 3.73% | 32,719 | Added |
| 4 | ADI | ANALOG DEVICES INC | $11.4M | 3.50% | 28,802 | Trimmed |
| 5 | AAPL | APPLE INC | $11.2M | 3.43% | 38,746 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $10.6M | 3.23% | 29,545 | Trimmed |
| 7 | JPLD | J P MORGAN EXCHANGE TRADED F | $10.0M | 3.07% | 192,111 | Added |
| 8 | GS | GOLDMAN SACHS GROUP INC | $9.4M | 2.89% | 9,340 | Trimmed |
| 9 | WMT | WALMART INC | $9.0M | 2.76% | 79,727 | Added |
| 10 | BK | BANK OF NY MELLON CORP | $7.9M | 2.40% | 54,311 | Trimmed |
| 11 | GRMN | GARMIN LTD | $7.6M | 2.32% | 31,950 | Added |
| 12 | ETR | ENTERGY CORP NEW | $7.6M | 2.31% | 65,855 | Trimmed |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.30% | 148,582 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $7.4M | 2.26% | 30,957 | Trimmed |
| 15 | WM | WASTE MGMT INC DEL | $7.1M | 2.16% | 31,752 | Added |
| 16 | CSCO | CISCO SYS INC | $7.0M | 2.14% | 59,646 | Trimmed |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $6.2M | 1.90% | 147,019 | Trimmed |
| 18 | PNC | PNC FINL SVCS GROUP INC | $5.9M | 1.80% | 23,845 | Trimmed |
| 19 | BBY | BEST BUY INC | $5.7M | 1.73% | 74,582 | Trimmed |
| 20 | T | AT&T INC | $5.4M | 1.66% | 261,956 | Added |
| 21 | MCD | MCDONALDS CORP | $5.3M | 1.61% | 19,475 | Added |
| 22 | PSC | PRINCIPAL EXCHANGE TRADED FD | $5.2M | 1.58% | 73,598 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $5.1M | 1.56% | 25,483 | Added |
| 24 | CVX | CHEVRON CORPORATION | $5.0M | 1.54% | 30,319 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $4.9M | 1.50% | 9,608 | Added |
Source: SEC Form 13F filings · as of 2026-06-30