Wealth Advisors of Tampa Bay, LLC

Q3 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
95
Total value ($000)
$300,188
Net value change ($000)
+35,012 (13.2%)
New positions
9
Sold out positions
4
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HELO 4,249 NEW
PSC 4,190 NEW
MSFT 3,496 33.9%
GLW 3,303 50.8%
AVGO 2,617 16.1%
GOOGL 2,011 34.4%
SPOT 1,824 NEW
BX 1,813 64.3%
NOW 1,796 129.5%
AAPL 1,793 20.4%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -2,733 -100.0%
DXCM -1,629 -71.2%
CAG -1,265 -100.0%
LULU -1,053 -100.0%
PYPL -819 -50.5%
CRM -528 -12.4%
ZTS -461 -23.9%
TU -437 -9.6%
AMZN -420 -5.4%
AGG -251 -100.0%
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