Wealth Advisors of Tampa Bay, LLC
RIA/Wealth
Wealth Advisors of Tampa Bay, LLC is a RIA/Wealth based in Tampa, FL led by Robert Fenn Giles, reporting $400.8M in AUM as of Q3 2025 with 32% Technology concentration.
Managing PartnerRobert Fenn Giles
- Portfolio Value
- $300.2M
- Positions
- 95
- Top Holding
- AVGO at 6.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Advisors of Tampa Bay, LLC's portfolio (34.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.9M | 6.30% | -$588.9K Sold | 0.00% 57.3K shares | |
Software - Infrastructure Technology | $13.8M | 4.60% | +$3.1M Bought | 0.00% 26.7K shares | |
Consumer Electronics Technology | $10.6M | 3.53% | -$328.2K Sold | 0.00% 41.6K shares | |
ETF ETF | $10.1M | 3.36% | +$1.7M Bought | — 198.8K shares | |
Hardware, Equipment & Parts Technology | $9.8M | 3.27% | -$339.6K Sold | 0.01% 119.6K shares | |
Discount Stores Consumer Defensive | $9.3M | 3.09% | -$43.8K Sold | 0.00% 90.1K shares | |
Financial - Capital Markets Financial Services | $8.3M | 2.77% | -$775.6K Sold | 0.00% 10.5K shares | |
Internet Content & Information Communication Services | $7.9M | 2.62% | -$205.9K Sold | 0.00% 32.3K shares | |
Specialty Retail Consumer Cyclical | $7.3M | 2.43% | -$426.0K Sold | 0.00% 33.2K shares | |
Semiconductors Technology | $7.2M | 2.40% | -$29.5K Sold | 0.01% 29.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Advisors of Tampa Bay, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-62.59% |
Analytics
Portfolio insights and performance metrics for Wealth Advisors of Tampa Bay, LLC
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