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Robert Fenn Giles, Jr.

Wealth Advisors Of Tampa Bay, Llc

Assets Managed
$302.375M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
4.34%(2Q avg: 0.44%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Advisors Of Tampa Bay, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Wealth Advisors Of Tampa Bay, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 302.375M in assets, with a quarterly growth rate of 4.34% and a 2-quarter average growth rate of 0.44%. The portfolio is managed by Robert Fenn Giles, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -1.58%
5.71%
$17.249M
55,729 shares@ $309.52 avg price
GLW
Corning Inc
Recent Activity
Decreased -22.21%
4.17%
$12.587M
92,571 shares@ $135.98 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 17.98%
3.9%
$11.789M
232,936 shares@ $50.62 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9.78%
3.76%
$11.368M
30,709 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.44%
3.31%
$10.006M
39,426 shares@ $253.8 avg price
WMT
Walmart Inc
Recent Activity
Decreased -9.52%
3.28%
$9.902M
79,674 shares@ $124.29 avg price
JPLD
Jpmorgan Ltd Duration Etf
Recent Activity
Increased 58.25%
3.2%
$9.652M
184,934 shares@ $52.2 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -1.69%
3.04%
$9.183M
28,864 shares@ $318.15 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.74%
2.83%
$8.546M
29,718 shares@ $287.57 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -1.56%
2.82%
$8.506M
10,055 shares@ $846.0 avg price

1-10 of 93