Wealth Advisors of Tampa Bay, LLC historic quarter change: USA Stocks, Reduced
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 AVGO; Country of operation United States; Class Common Stock; Shares before 56,629.
- Q1 2026: Stock GLW; Country of operation United States; Class Common Stock; Shares before 119,005.
- Q1 2026: Stock VZ; Country of operation United States; Class Common Stock; Shares before 150,561.
- Q1 2026: Stock ADI; Country of operation United States; Class Common Stock; Shares before 29,363.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | AVGO
BROADCOM INC | United States | Common Stock | 56,629 | 55,729 | -900 | $19,599,313 | $17,248,693 | -$2,350,620 | 2026-05-14 |
|---|
| Q1 2026 | GLW
CORNING INC | United States | Common Stock | 119,005 | 92,571 | -26,434 | $10,420,078 | $12,586,886 | +$2,166,808 | 2026-05-14 |
|---|
| Q1 2026 | VZ
VERIZON COMMUNICATIONS | United States | Common Stock | 150,561 | 147,499 | -3,062 | $6,132,360 | $7,404,450 | +$1,272,090 | 2026-05-14 |
|---|
| Q1 2026 | ADI
ANALOG DEVICES | United States | Common Stock | 29,363 | 28,864 | -499 | $7,963,245 | $9,182,797 | +$1,219,552 | 2026-05-14 |
|---|
| Q1 2026 | ETR
ENTERGY CORP | United States | Common Stock | 68,658 | 66,112 | -2,546 | $6,346,067 | $7,428,344 | +$1,082,277 | 2026-05-14 |
|---|
| Q1 2026 | GOOGL
ALPHABET INC | United States | Common Stock | 30,558 | 29,718 | -840 | $9,564,654 | $8,545,709 | -$1,018,945 | 2026-05-14 |
|---|
| Q1 2026 | LMT
LOCKHEED MARTIN | United States | Common Stock | 7,829 | 7,769 | -60 | $3,786,655 | $4,695,512 | +$908,857 | 2026-05-14 |
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| Q1 2026 | AAPL
APPLE INC | United States | Common Stock | 40,006 | 39,426 | -580 | $10,876,032 | $10,005,927 | -$870,105 | 2026-05-14 |
|---|
| Q1 2026 | AMZN
AMAZON COM | United States | Common Stock | 31,997 | 31,586 | -411 | $7,385,546 | $6,578,418 | -$807,128 | 2026-05-14 |
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| Q1 2026 | GRMN
GARMIN LTD | | Common Stock | 27,645 | 27,460 | -185 | $5,607,801 | $6,370,998 | +$763,197 | 2026-05-14 |
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| Q1 2026 | T
AT&T INC | United States | Common Stock | 173,844 | 169,934 | -3,910 | $4,318,285 | $4,926,394 | +$608,109 | 2026-05-14 |
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| Q1 2026 | HAS
HASBRO INC | United States | Common Stock | 54,272 | 53,842 | -430 | $4,450,304 | $5,039,610 | +$589,306 | 2026-05-14 |
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| Q1 2026 | BMY
BRISTOL MYERS | United States | Common Stock | 72,474 | 72,334 | -140 | $3,909,255 | $4,387,079 | +$477,824 | 2026-05-14 |
|---|
| Q1 2026 | GS
GOLDMAN SACHS | United States | Common Stock | 10,215 | 10,055 | -160 | $8,978,985 | $8,506,436 | -$472,549 | 2026-05-14 |
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| Q1 2026 | BNY
BANK NEW YORK | United States | Common Stock | 60,359 | 56,009 | -4,350 | $7,007,081 | $6,644,352 | -$362,729 | 2026-05-14 |
|---|
| Q1 2026 | TFC
TRUIST FINANCIAL | United States | Common Stock | 46,602 | 43,127 | -3,475 | $2,293,289 | $1,982,553 | -$310,736 | 2026-05-14 |
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| Q1 2026 | CBOE
CBOE GLOBAL | United States | Common Stock | 12,062 | 11,877 | -185 | $3,027,562 | $3,338,269 | +$310,707 | 2026-05-14 |
|---|
| Q1 2026 | NEE
NEXTERA ENERGY | United States | Common Stock | 26,831 | 26,331 | -500 | $2,153,992 | $2,445,623 | +$291,631 | 2026-05-14 |
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| Q1 2026 | HD
HOME DEPOT | United States | Common Stock | 11,869 | 11,689 | -180 | $4,084,134 | $3,844,398 | -$239,736 | 2026-05-14 |
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| Q1 2026 | RTX
RTX CORP | United States | Common Stock | 25,514 | 25,389 | -125 | $4,679,269 | $4,897,546 | +$218,277 | 2026-05-14 |
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| Q1 2026 | HAL
HALLIBURTON COMPANY | United States | Common Stock | 20,310 | 19,364 | -946 | $573,961 | $755,005 | +$181,044 | 2026-05-14 |
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| Q1 2026 | ENB
ENBRIDGE INC | | Common Stock | 25,425 | 25,275 | -150 | $1,216,080 | $1,368,389 | +$152,309 | 2026-05-14 |
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| Q1 2026 | PFE
PFIZER INC | United States | Common Stock | 98,094 | 91,369 | -6,725 | $2,442,555 | $2,565,645 | +$123,090 | 2026-05-14 |
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| Q1 2026 | BAC
BANK AMERICA | United States | Common Stock | 10,950 | 9,950 | -1,000 | $602,250 | $485,063 | -$117,187 | 2026-05-14 |
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| Q1 2026 | WMT
WALMART INC | United States | Common Stock | 88,065 | 79,674 | -8,391 | $9,811,326 | $9,901,887 | +$90,561 | 2026-05-14 |
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| Q1 2026 | PEP
PEPSICO INC | United States | Common Stock | 9,017 | 8,742 | -275 | $1,294,120 | $1,357,548 | +$63,428 | 2026-05-14 |
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| Q1 2026 | CSCO
CISCO SYSTEMS | United States | Common Stock | 61,410 | 60,246 | -1,164 | $4,730,418 | $4,674,497 | -$55,921 | 2026-05-14 |
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| Q1 2026 | MCD
MCDONALDS CORP | United States | Common Stock | 19,469 | 19,043 | -426 | $5,950,315 | $5,918,377 | -$31,938 | 2026-05-14 |
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| Q1 2026 | GD
GENERAL DYNAMICS | United States | Common Stock | 9,521 | 9,411 | -110 | $3,205,345 | $3,230,047 | +$24,702 | 2026-05-14 |
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| Q1 2026 | MO
ALTRIA GROUP | United States | Common Stock | 3,565 | 3,365 | -200 | $205,558 | $222,056 | +$16,498 | 2026-05-14 |
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| Q1 2026 | MPLX
MPLX | United States | Oil & Gas, Real Estate and REIT | 4,900 | 4,500 | -400 | $261,513 | $256,815 | -$4,698 | 2026-05-14 |
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