Advertisement
Screener

Wealth Advisors of Tampa Bay, LLC Historic Quarter Change: USA Stocks, Added

Add as a preferred source on Google

Wealth Advisors of Tampa Bay, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealth Advisors of Tampa Bay, LLC opened 220 positions, added to 218, reduced 207 and sold out of 207.

  • Q1 2026: Stock MSFT; Country of operation United States; Class Common Stock; Shares before 27,975.
  • Q1 2026: Stock CVX; Country of operation United States; Class Common Stock; Shares before 27,296.
  • Q1 2026: Stock BBY; Country of operation United States; Class Common Stock; Shares before 49,457.
  • Q1 2026: Stock CRM; Country of operation United States; Class Common Stock; Shares before 14,856.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1715228), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026MSFT
MICROSOFT CORP		United StatesCommon Stock27,97530,709+2,734$13,529,283$11,367,555-$2,161,7282026-05-14
Q1 2026CVX
CHEVRON CORP		United StatesCommon Stock27,29628,808+1,512$4,160,188$5,960,392+$1,800,2042026-05-14
Q1 2026BBY
BEST BUY		United StatesCommon Stock49,45774,592+25,135$3,310,165$4,788,806+$1,478,6412026-05-14
Q1 2026CRM
SALESFORCE INC		United StatesCommon Stock14,85615,256+400$3,935,505$2,847,838-$1,087,6672026-05-14
Q1 2026MMM
3M COMPANY		United StatesCommon Stock18,55527,570+9,015$2,970,664$4,004,001+$1,033,3372026-05-14
Q1 2026BX
BLACKSTONE INC		United StatesCommon Stock28,72334,622+5,899$4,427,371$3,981,192-$446,1792026-05-14
Q1 2026NOW
SERVICENOW INC		United StatesCommon Stock16,27019,885+3,615$2,492,404$2,078,982-$413,4222026-05-14
Q1 2026CMCSA
COMCAST CORP		United StatesCommon Stock40,45956,044+15,585$1,209,323$1,609,029+$399,7062026-05-14
Q1 2026WM
WASTE MANAGEMENT		United StatesCommon Stock30,81131,062+251$6,769,492$7,137,744+$368,2522026-05-14
Q1 2026TGT
TARGET CORP		United StatesCommon Stock4,8356,700+1,865$472,623$812,040+$339,4172026-05-14
Q1 2026O
REALTY INCOME		United StatesCommon Stock30,86533,160+2,295$1,739,875$2,028,734+$288,8592026-05-14
Q1 2026MDT
MEDTRONIC PLC		IrelandCommon Stock44,39646,526+2,130$4,264,691$4,031,488-$233,2032026-05-14
Q1 2026NVDA
NVIDIA CORP		United StatesCommon Stock24,43324,833+400$4,556,761$4,330,875-$225,8862026-05-14
Q1 2026TU
TELUS CORP		Common Stock150,000167,630+17,630$1,975,511$2,150,702+$175,1912026-05-14
Q1 2026AMGN
AMGEN INC		United StatesCommon Stock2,2172,287+70$725,647$804,683+$79,0362026-05-14
Q1 2026UBER
UBER TECHNOLOGIES		United StatesCommon Stock36,41842,468+6,050$2,975,719$3,054,726+$79,0072026-05-14
Q1 2026ISRG
INTUITIVE SURGICAL		United StatesCommon Stock1,0621,137+75$601,473$524,147-$77,3262026-05-14
Q1 2026SPOT
SPOTIFY TECHNOLOGY		Common Stock3,4234,248+825$1,987,770$2,059,899+$72,1292026-05-14
Q1 2026ACN
ACCENTURE PLC		Common Stock4,2586,108+1,850$1,142,429$1,211,160+$68,7312026-05-14
Q1 2026LH
LABCORP HOLDINGS		United StatesCommon Stock2,6012,676+75$652,540$713,984+$61,4442026-05-14
Q1 2026PNC
PNC FINANCIAL		United StatesCommon Stock23,69023,905+215$4,944,825$4,974,395+$29,5702026-05-14
Q1 2026V
VISA INC		United StatesCommon Stock5,1786,103+925$1,815,979$1,844,571+$28,5922026-05-14

Similar Firms

Firm NameCountry13F ValueHoldings
OneAscent Wealth Management LLCUnited States$0.302B157
Norman Fields, Gottscho Capital Management, LLCUnited States$0.302B65
L.K. Benson & Company, P.C.United States$0.302B113
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLANUnited States$0.302B1
Arrowroot Family Office, LLCUnited States$0.302B156
CORA CAPITAL ADVISORS LLCUnited States$0.302B134
Slagle Financial, LLCUnited States$0.303B121
Greenbush Financial Group, LLCUnited States$0.302B36
Bain Capital Credit, LPUnited States$0.303B6
Wheelhouse Advisory Group LLCUnited States$0.302B51
Advertisement