Wealth Advisors of Tampa Bay, LLC - Portfolio overview

Wealth Advisors of Tampa Bay, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AVGO - BROADCOM INC, 5.47%
  2. GLW - CORNING INC, 3.99%
  3. JPST - JPMORGAN, 3.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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