Wealth Advisors of Tampa Bay, LLC Portfolio Holdings
Q3 2025•95 long positions•$300.2M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding99 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $18.9M 6.3% | -$588.9K Sold | 0.001% 57.3K shares | 59.1K → 57.3K −$588.9K | -3.02% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $13.8M 4.6% | +$3.1M Bought | 0.0% 26.7K shares | 20.7K → 26.7K +$3.1M | +28.57% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
Consumer Electronics Technology | $10.6M 3.53% | -$328.2K Sold | 0.0% 41.6K shares | 42.9K → 41.6K −$328.2K | -3.0% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.1M 3.36% | +$1.7M Bought | — 198.8K shares | 165.2K → 198.8K +$1.7M | +20.32% | — — | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $9.8M 3.27% | -$339.6K Sold | 0.014% 119.6K shares | 123.7K → 119.6K −$339.6K | -3.35% | $70.3B Large Cap | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $9.3M 3.09% | -$43.8K Sold | 0.001% 90.1K shares | 90.6K → 90.1K −$43.8K | -0.47% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $8.3M 2.77% | -$775.6K Sold | 0.003% 10.5K shares | 11.4K → 10.5K −$775.6K | -8.52% | $241.07B Mega Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $7.9M 2.62% | -$205.9K Sold | 0.0% 32.3K shares | 33.2K → 32.3K −$205.9K | -2.56% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $7.3M 2.43% | -$426.0K Sold | 0.0% 33.2K shares | 35.2K → 33.2K −$426.0K | -5.51% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $7.2M 2.4% | -$29.5K Sold | 0.006% 29.3K shares | 29.4K → 29.3K −$29.5K | -0.41% | $120.87B Large Cap | Q4 2017 Held for 7y 11m | |
Waste Management Industrials | $7.0M 2.32% | +$129.2K Bought | 0.008% 31.6K shares | 31.0K → 31.6K +$129.2K | +1.89% | $89.0B Large Cap | Q4 2017 Held for 7y 11m | |
Asset Management Financial Services | $6.8M 2.27% | -$276.8K Sold | 0.009% 62.7K shares | 65.2K → 62.7K −$276.8K | -3.9% | $76.8B Large Cap | Q1 2020 Held for 5y 8m | |
Regulated Electric Utilities | $6.6M 2.21% | +$32.6K Bought | 0.016% 71.3K shares | 71.0K → 71.3K +$32.6K | +0.49% | $41.6B Large Cap | Q2 2023 Held for 2y 5m | |
Hardware, Equipment & Parts Technology | $6.5M 2.16% | -$55.4K Sold | 0.014% 26.4K shares | 26.6K → 26.4K −$55.4K | -0.85% | $47.4B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.9M 1.97% | +$430.3K Bought | — 112.9K shares | 104.7K → 112.9K +$430.3K | +7.83% | — — | Q3 2023 Held for 2y 2m | |
Restaurants Consumer Cyclical | $5.4M 1.8% | +$26.4K Bought | 0.002% 17.8K shares | 17.7K → 17.8K +$26.4K | +0.49% | $216.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Telecommunications Services Communication Services | $5.2M 1.73% | +$196.2K Bought | 0.003% 118.4K shares | 113.9K → 118.4K +$196.2K | +3.92% | $185.31B Large Cap | Q1 2021 Held for 4y 8m | |
Home Improvement Consumer Cyclical | $5.0M 1.66% | -$168.2K Sold | 0.001% 12.3K shares | 12.7K → 12.3K −$168.2K | -3.26% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
Telecommunications Services Communication Services | $5.0M 1.66% | -$46.2K Sold | 0.002% 176.1K shares | 177.7K → 176.1K −$46.2K | -0.92% | $201.93B Mega Cap | Q4 2017 Held for 7y 11m | |
Telecommunications Services Communication Services | $4.9M 1.63% | +$1.3M Bought | 0.004% 155.5K shares | 113.1K → 155.5K +$1.3M | +37.49% | $116.01B Large Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $4.8M 1.58% | +$221.1K Bought | 0.0% 25.5K shares | 24.3K → 25.5K +$221.1K | +4.88% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Electronic Gaming & Multimedia Technology | $4.7M 1.56% | -$249.1K Sold | 0.009% 23.2K shares | 24.4K → 23.2K −$249.1K | -5.06% | $50.3B Large Cap | Q1 2020 Held for 5y 8m | |
Banks - Regional Financial Services | $4.6M 1.54% | -$28.1K Sold | 0.006% 23.1K shares | 23.2K → 23.1K −$28.1K | -0.6% | $79.1B Large Cap | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | $4.6M 1.54% | +$1.4M Bought | 0.003% 27.1K shares | 18.9K → 27.1K +$1.4M | +43.85% | $133.37B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $4.6M 1.52% | -$484.4K Sold | 0.002% 27.2K shares | 30.1K → 27.2K −$484.4K | -9.61% | $223.98B Mega Cap | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $4.3M 1.42% | +$90.4K Bought | 0.004% 8.6K shares | 8.4K → 8.6K +$90.4K | +2.16% | $116.55B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.2M 1.42% | +$4.2M New | — 65.4K shares | 0 → 65.4K +$4.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.2M 1.4% | +$4.2M New | — 73.6K shares | 0 → 73.6K +$4.2M | New | — — | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $4.2M 1.39% | -$97.2K Sold | 0.002% 60.9K shares | 62.3K → 60.9K −$97.2K | -2.28% | $270.48B Mega Cap | Q4 2017 Held for 7y 11m | |
Medical - Devices Healthcare | $4.2M 1.39% | +$33.3K Bought | 0.003% 43.7K shares | 43.3K → 43.7K +$33.3K | +0.81% | $122.16B Large Cap | Q4 2018 Held for 6y 11m | |
Leisure Consumer Cyclical | $4.2M 1.38% | +$502.1K Bought | 0.039% 54.8K shares | 48.2K → 54.8K +$502.1K | +13.74% | $10.6B Large Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Integrated Energy | $4.1M 1.38% | -$10.1K Sold | 0.001% 26.6K shares | 26.7K → 26.6K −$10.1K | -0.24% | $312.88B Mega Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $4.1M 1.37% | +$72.6K Bought | 0.026% 54.4K shares | 53.5K → 54.4K +$72.6K | +1.8% | $15.9B Large Cap | Q3 2021 Held for 4y 2m | |
Telecommunications Services Communication Services | $4.1M 1.37% | -$354.7K Sold | 0.017% 260.3K shares | 282.8K → 260.3K −$354.7K | -7.95% | $24.0B Large Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $3.8M 1.25% | +$168.9K Bought | 0.003% 147.4K shares | 140.8K → 147.4K +$168.9K | +4.71% | $144.87B Large Cap | Q1 2020 Held for 5y 8m | |
Software - Application Technology | $3.7M 1.25% | +$30.8K Bought | 0.002% 15.8K shares | 15.7K → 15.8K +$30.8K | +0.83% | $225.62B Mega Cap | Q4 2017 Held for 7y 11m | |
Drug Manufacturers - General Healthcare | $3.5M 1.16% | +$154.7K Bought | 0.004% 77.5K shares | 74.1K → 77.5K +$154.7K | +4.63% | $91.8B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $3.5M 1.15% | — | 0.004% 10.1K shares | — | — | $91.7B Large Cap | Q3 2018 Held for 7y 2m | |
Software - Application Technology | $3.4M 1.13% | +$83.8K Bought | 0.002% 34.7K shares | 33.9K → 34.7K +$83.8K | +2.52% | $204.31B Mega Cap | Q3 2023 Held for 2y 2m | |
Packaged Foods Consumer Defensive | $3.4M 1.12% | +$832.9K Bought | 0.011% 129.6K shares | 97.6K → 129.6K +$832.9K | +32.76% | $30.8B Large Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $3.2M 1.06% | +$1.9M Bought | 0.002% 3.5K shares | 1.3K → 3.5K +$1.9M | +156.41% | $190.98B Large Cap | Q2 2021 Held for 4y 5m | |
Financial - Data & Stock Exchanges Financial Services | $3.1M 1.04% | +$33.1K Bought | 0.012% 12.7K shares | 12.6K → 12.7K +$33.1K | +1.07% | $25.7B Large Cap | Q1 2024 Held for 1y 8m | |
Conglomerates Industrials | $2.9M 0.95% | +$50.4K Bought | 0.003% 18.4K shares | 18.1K → 18.4K +$50.4K | +1.8% | $82.7B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.8M 0.947% | — | — 53.6K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 0.898% | +$96.8K Bought | — 85.1K shares | 82.1K → 85.1K +$96.8K | +3.72% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.4M 0.794% | -$1.3K Sold | — 26.6K shares | 26.6K → 26.6K −$1.3K | -0.06% | — — | Q4 2017 Held for 7y 11m | |
Banks - Regional Financial Services | $2.3M 0.752% | +$13.7K Bought | 0.004% 49.4K shares | 49.1K → 49.4K +$13.7K | +0.61% | $59.0B Large Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $2.1M 0.695% | +$31.9K Bought | 0.002% 9.8K shares | 9.7K → 9.8K +$31.9K | +1.55% | $135.95B Large Cap | Q1 2022 Held for 3y 8m | |
Regulated Electric Utilities | $2.1M 0.691% | +$11.3K Bought | 0.001% 27.5K shares | 27.3K → 27.5K +$11.3K | +0.55% | $155.46B Large Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $1.9M 0.649% | — | 0.0% 3.9K shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m |
