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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GD GENERAL DYNAMICS Industrials 9,411.0 $3.2M 1.07% -110.0 -1.2% $343.22 +0.4%
22 PFE PFIZER INC Healthcare 91,369.0 $2.6M 0.85% -7K -6.9% $28.08 -7.9%
23 XLB STATE STREET 49,454.0 $2.5M 0.82% -700.0 -1.4% $49.97 +2.1%
24 NEE NEXTERA ENERGY Utilities 26,331.0 $2.4M 0.81% -500.0 -1.9% $92.88 -5.6%
25 TFC TRUIST FINANCIAL Financial Services 43,127.0 $2.0M 0.66% -3K -7.5% $45.97 +5.9%
26 ENB ENBRIDGE INC Energy 25,275.0 $1.4M 0.45% -150.0 -0.6% $54.14 +5.3%
27 PEP PEPSICO INC Consumer Defensive 8,742.0 $1.4M 0.45% -275.0 -3.0% $155.29 -6.2%
28 XLRE STATE STREET 21,838.0 $892K 0.29% -365.0 -1.6% $40.83 +9.5%
29 HAL HALLIBURTON COMPANY Energy 19,364.0 $755K 0.25% -946.0 -4.7% $38.99 +5.4%
30 BAC BANK AMERICA Financial Services 9,950.0 $485K 0.16% -1K -9.1% $48.75 +7.1%
31 MPLX MPLX Energy 4,500.0 $257K 0.09% -400.0 -8.2% $57.07 -1.1%
32 MO ALTRIA GROUP Consumer Defensive 3,365.0 $222K 0.07% -200.0 -5.6% $65.99 +9.7%
Page 2 of 2  ·  32 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%