13F Filings History of Wealth Advisors of Tampa Bay, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$289,813,890
Signature - Title
Robert Fenn Giles, Jr. - Chief Compliance Officer
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisors of Tampa Bay, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors of Tampa Bay, LLC reported 92 stock holdings with total value $289,813,890 as of Q4 2025. Top holdings included AVGO, MSFT, AAPL, GLW, and JPST.

Notify me when Wealth Advisors of Tampa Bay, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $289,813,890 +$11,732,195 -$22,877,433 -$11,145,238 AVGO, MSFT, AAPL, GLW, JPST 13F-HR 09 Feb 2026, 15:34
Q3 2025 95 $300,188,113 +$26,595,289 -$12,525,879 +$14,069,410 AVGO, MSFT, AAPL, JPST, GLW 13F-HR 13 Nov 2025, 16:16
Q2 2025 90 $265,175,644 +$13,681,160 -$14,154,259 -$473,099 AVGO, MSFT, WMT, AAPL, JPST 13F-HR 13 Aug 2025, 17:38
Q1 2025 150 $246,007,391 +$27,265,357 -$8,611,026 +$18,654,331 AVGO, AAPL, WMT, MSFT, WM 13F-HR 14 May 2025, 19:14
Q4 2024 86 $233,525,184 +$9,075,994 -$16,734,868 -$7,658,874 AVGO, AAPL, WMT, MSFT, AMZN 13F-HR 12 Feb 2025, 19:35
Q3 2024 88 $239,631,075 +$25,272,731 -$5,600,586 +$19,672,145 AVGO, AAPL, MSFT, WMT, WM 13F-HR 04 Nov 2024, 12:51
Q2 2024 81 $214,412,998 +$10,264,874 -$8,948,457 +$1,316,417 AVGO, AAPL, MSFT, WM, WMT 13F-HR 12 Aug 2024, 17:07
Q1 2024 81 $210,466,133 +$18,442,562 -$12,590,647 +$5,851,915 AVGO, MSFT, AAPL, WM, AMZN 13F-HR 03 May 2024, 20:02
Q4 2023 80 $199,031,013 +$3,528,484 -$209,336,013 -$205,807,529 AAPL, AVGO, MSFT, WM, WMT 13F-HR 24 Jan 2024, 18:05
Q3 2023 98 $363,316,478 +$194,061,566 -$1,634,863 +$192,426,703 AAPL, MSFT, AVGO, WMT, WM 13F-HR 31 Oct 2023, 11:15
Q2 2023 77 $182,435,860 +$11,848,912 -$12,152,987 -$304,075 AAPL, MSFT, AVGO, WM, WMT 13F-HR 02 Aug 2023, 18:44
Q1 2023 76 $174,757,751 +$8,149,002 -$1,560,518 +$6,588,484 AAPL, MSFT, AVGO, WM, ADI 13F-HR 17 Apr 2023, 21:29
Q4 2022 73 $161,493,692 +$7,841,693 -$4,326,276 +$3,515,417 AAPL, WM, AVGO, MSFT, TTE 13F-HR 14 Feb 2023, 16:07
Q3 2022 77 $145,853,000 +$4,327,329 -$152,067,465 -$147,740,136 AAPL, WM, MSFT, AVGO, WMT 13F-HR 11 Oct 2022, 19:47
Q2 2022 95 $323,877,000 +$20,985,398 -$13,859,799 +$7,125,599 AAPL, WM, MSFT, AVGO, BMY 13F-HR 15 Jul 2022, 17:53
Q1 2022 104 $369,496,000 +$18,529,681 -$39,838,739 -$21,309,058 AAPL, MSFT, AVGO, WM, TU 13F-HR 22 Apr 2022, 20:00
Q4 2021 115 $407,665,000 +$217,255,682 -$3,300,000 +$213,955,682 AAPL, MSFT, AVGO, WM, PFE 13F-HR 10 Feb 2022, 15:55
Q3 2021 81 $181,029,000 +$6,349,472 -$5,026,641 +$1,322,831 AAPL, WM, MSFT, USB, AVGO 13F-HR 12 Oct 2021, 21:54
Q2 2021 81 $179,676,000 +$8,306,406 -$5,281,013 +$3,025,393 AAPL, MSFT, WM, USB, TU 13F-HR 26 Jul 2021, 18:55
Q1 2021 81 $169,049,000 +$15,947,292 -$2,118,725 +$13,828,567 AAPL, WM, USB, MSFT, GLW 13F-HR 19 Apr 2021, 09:37
Q4 2020 73 $143,448,000 +$6,572,755 -$10,516,886 -$3,944,131 AAPL, WM, MSFT, CMCSA, USB 13F-HR 22 Jan 2021, 17:24
Q3 2020 73 $134,593,000 +$15,919,324 -$999,568 +$14,919,756 AAPL, WM, MSFT, GLW, BMY 13F-HR 23 Oct 2020, 17:16
Q2 2020 67 $119,916,000 +$18,657,146 -$3,055,996 +$15,601,150 AAPL, MSFT, WM, INTC, BMY 13F-HR 11 Aug 2020, 08:17
Q1 2020 64 $89,249,000 +$13,334,945 -$9,458,319 +$3,876,626 AAPL, MSFT, INTC, WM, BMY 13F-HR 17 Apr 2020, 17:20
Q4 2019 61 $108,567,000 +$2,751,923 -$21,875,538 -$19,123,615 AAPL, USB, T, WM, INTC 13F-HR 23 Jan 2020, 17:08
Q3 2019 68 $120,500,000 +$182,681 -$21,854,573 -$21,671,892 NWL, WM, T, USB, INTC 13F-HR 06 Nov 2019, 16:18
Q2 2019 72 $137,791,000 +$11,349,322 -$14,658,584 -$3,309,262 PG, WM, VNQ, T, USB 13F-HR 23 Jul 2019, 12:16
Q1 2019 69 $137,860,000 +$21,653,359 -$20,822,969 +$830,390 PG, WM, XOM, VNQ, T 13F-HR 08 May 2019, 19:28
Q4 2018 67 $123,013,000 +$13,707,957 -$15,175,668 -$1,467,711 PG, WM, NWL, INTC, JNJ 13F-HR 07 Feb 2019, 17:44
Q3 2018 69 $142,561,000 +$20,857,532 -$13,063,619 +$7,793,913 PG, WM, JNJ, MCHP, T 13F-HR 25 Oct 2018, 12:11
Q2 2018 69 $130,957,000 +$10,436,036 -$19,921,349 -$9,485,313 PG, WM, MCHP, INTC, VNQ 13F-HR 18 Jul 2018, 20:53
Q1 2018 70 $138,244,000 +$7,936,277 -$6,210,069 +$1,726,208 PG, WM, INTC, OXY, JNJ 13F-HR 11 May 2018, 12:39
Q4 2017 69 $145,811,000 $0 $0 $0 WM, GE, ABBV, OXY, JNJ 13F-HR 07 Feb 2018, 14:12