Wealth Advisors of Tampa Bay, LLC

Q4 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$289,814
Net value change ($000)
-10,374 (-3.5%)
New positions
3
Sold out positions
6
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
O 1,740 NEW
GOOGL 1,712 21.8%
V 1,230 209.9%
SHYM 1,000 NEW
VZ 929 17.9%
ADI 758 10.5%
AVGO 700 3.7%
GS 653 7.8%
GLW 610 6.2%
CSCO 564 13.5%
Top Reduces (Value $000, Stocks/ETFs)
CMCSA -3,677 -75.3%
SRVR -2,697 -100.0%
KHC -2,478 -73.4%
TU -2,129 -51.9%
ZTS -1,470 -100.0%
PFE -1,313 -35.0%
BRK-B -1,056 -54.2%
HD -910 -18.2%
EA -896 -19.2%
GARMIN LTD -888 -13.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type