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Wealth Advisors of Tampa Bay

Latest statistics and disclosures from Wealth Advisors of Tampa Bay's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVGO, MSFT, AAPL, JPST, GLW, and represent 21.05% of Wealth Advisors of Tampa Bay's stock portfolio.
Added to shares of these 10 stocks: HELO, PSC, MSFT, NOW, SPOT, JPST, COST, BX, CMCSA, KHC.
Started 9 new stock positions in EPD, HYS, COST, ABBV, JPM, HELO, KLAC, PSC, SPOT.
Reduced shares in these 10 stocks: , CAG, DXCM, LULU, GS, PYPL, AVGO, RTX, AMZN, TU.
Sold out of its positions in ADBE, CAG, AGG, LULU.
Wealth Advisors of Tampa Bay was a net buyer of stock by $14M.
Wealth Advisors of Tampa Bay has $300M in assets under management (AUM), dropping by 13.20%.
Central Index Key (CIK): 0001715228

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Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 95 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Broadcom Common Stock (AVGO)	6.3	$19M	-3%	57k	329.91	View chart
Microsoft Corp Common Stock (MSFT)	4.6	$14M	+28%	27k	517.95	View chart
Apple Common Stock (AAPL)	3.5	$11M	-3%	42k	254.63	View chart
Jpmorgan MF Closed and MF Open (JPST)	3.4	$10M	+20%	199k	50.73	View chart
Corning Common Stock (GLW)	3.3	$9.8M	-3%	120k	82.03	View chart
Walmart Common Stock (WMT)	3.1	$9.3M		90k	103.06	View chart
Goldman Sachs Common Stock (GS)	2.8	$8.3M	-8%	11k	796.35	View chart
Alphabet Common Stock (GOOGL)	2.6	$7.9M	-2%	32k	243.10	View chart
Amazon Common Stock (AMZN)	2.4	$7.3M	-5%	33k	219.57	View chart
Analog Devices Common Stock (ADI)	2.4	$7.2M		29k	245.70	View chart
Waste Management Common Stock (WM)	2.3	$7.0M		32k	220.83	View chart
Bank New York Common Stock (BK)	2.3	$6.8M	-3%	63k	108.96	View chart
Entergy Corp Common Stock (ETR)	2.2	$6.6M		71k	93.19	View chart
Garmin Common Stock (GRMN)	2.2	$6.5M		26k	246.22	View chart
Jpmorgan MF Closed and MF Open (JPLD)	2.0	$5.9M	+7%	113k	52.48	View chart
Mcdonalds Corp Common Stock (MCD)	1.8	$5.4M		18k	303.89	View chart
Verizon Communications Common Stock (VZ)	1.7	$5.2M	+3%	118k	43.95	View chart
Home Depot Common Stock (HD)	1.7	$5.0M	-3%	12k	405.19	View chart
At&t Common Stock (T)	1.7	$5.0M		176k	28.24	View chart
Comcast Corp Common Stock (CMCSA)	1.6	$4.9M	+37%	156k	31.42	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$4.8M	+4%	26k	186.58	View chart
Electronic Arts Common Stock (EA)	1.6	$4.7M	-5%	23k	201.70	View chart
Pnc Financial Common Stock (PNC)	1.5	$4.6M		23k	200.93	View chart
Blackstone Common Stock (BX)	1.5	$4.6M	+43%	27k	170.85	View chart
Rtx Corp Common Stock (RTX)	1.5	$4.6M	-9%	27k	167.33	View chart
Lockheed Martin Common Stock (LMT)	1.4	$4.3M	+2%	8.6k	499.21	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	1.4	$4.2M	NEW	65k	65.00	View chart
Principal Us MF Closed and MF Open (PSC)	1.4	$4.2M	NEW	74k	56.97	View chart
Cisco Systems Common Stock (CSCO)	1.4	$4.2M	-2%	61k	68.42	View chart
Medtronic Common Stock (MDT)	1.4	$4.2M		44k	95.24	View chart
Hasbro Common Stock (HAS)	1.4	$4.2M	+13%	55k	75.85	View chart
Chevron Corp Common Stock (CVX)	1.4	$4.1M		27k	155.29	View chart
Best Buy Common Stock (BBY)	1.4	$4.1M		54k	75.62	View chart
Telus Corp Common Stock (TU)	1.4	$4.1M	-7%	260k	15.77	View chart
Pfizer Common Stock (PFE)	1.3	$3.8M	+4%	147k	25.48	View chart
Salesforce Common Stock (CRM)	1.2	$3.7M		16k	237.00	View chart
Bristol Myers Common Stock (BMY)	1.2	$3.5M	+4%	78k	45.10	View chart
General Dynamics Common Stock (GD)	1.2	$3.5M		10k	341.00	View chart
Uber Technologies Common Stock (UBER)	1.1	$3.4M	+2%	35k	97.97	View chart
Kraft Heinz Common Stock (KHC)	1.1	$3.4M	+32%	130k	26.04	View chart
Servicenow Common Stock (NOW)	1.1	$3.2M	+156%	3.5k	920.28	View chart
Cboe Global Common Stock (CBOE)	1.0	$3.1M		13k	245.25	View chart
3m Company Common Stock (MMM)	1.0	$2.9M		18k	155.18	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.9	$2.8M		54k	53.03	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.9	$2.7M	+3%	85k	31.68	View chart
Materials Select MF Closed and MF Open (XLB)	0.8	$2.4M		27k	89.62	View chart
Truist Financial Common Stock (TFC)	0.8	$2.3M		49k	45.72	View chart
Capital One Common Stock (COF)	0.7	$2.1M		9.8k	212.58	View chart
Nextera Energy Common Stock (NEE)	0.7	$2.1M		28k	75.49	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$1.9M		3.9k	502.74	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.6	$1.8M		3.8k	490.38	View chart
Spotify Technology Common Stock (SPOT)	0.6	$1.8M	NEW	2.6k	698.00	View chart
Ishares Global MF Closed and MF Open (MXI)	0.5	$1.6M		17k	92.47	View chart
Costco Wholesale Common Stock (COST)	0.5	$1.5M	NEW	1.6k	925.63	View chart
Zoetis Common Stock (ZTS)	0.5	$1.5M	-18%	10k	146.32	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.5	$1.4M		115k	12.29	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.5	$1.4M		116k	11.69	View chart
Enbridge Common Stock (ENB)	0.4	$1.3M	-20%	25k	50.46	View chart
Pepsico Common Stock (PEP)	0.4	$1.3M		9.0k	140.44	View chart
Accenture Common Stock (ACN)	0.4	$1.2M	+14%	5.0k	246.60	View chart
Real Estate MF Closed and MF Open (XLRE)	0.3	$1.0M		25k	42.13	View chart
Sherwin Williams Common Stock (SHW)	0.3	$1.0M		3.0k	346.26	View chart
Ishares Core MF Closed and MF Open (IVV)	0.3	$1.0M		1.5k	669.30	View chart
Exxon Mobil Common Stock (XOM)	0.3	$967k		8.6k	112.75	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$930k		4.9k	189.70	View chart
Cigna Group Common Stock (CI)	0.3	$912k	+20%	3.2k	288.25	View chart
Paypal Holdings Common Stock (PYPL)	0.3	$804k	-45%	12k	67.06	View chart
Labcorp Holdings Common Stock (LH)	0.3	$754k	-4%	2.6k	287.06	View chart
Dexcom Common Stock (DXCM)	0.2	$660k	-62%	9.8k	67.29	View chart
Amgen Common Stock (AMGN)	0.2	$647k	+11%	2.3k	282.20	View chart
Kla Corp Common Stock (KLAC)	0.2	$628k	NEW	582.00	1078.60	View chart
Halliburton Company Common Stock (HAL)	0.2	$607k	+5%	25k	24.60	View chart
Visa Common Stock (V)	0.2	$587k	+9%	1.7k	341.38	View chart
Bank America Common Stock (BAC)	0.2	$578k	-5%	11k	51.59	View chart
Duff & Phelps MF Closed and MF Open (DPG)	0.1	$413k		32k	12.91	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$406k	+3%	907.00	447.23	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.1	$376k		3.3k	115.01	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.1	$348k		6.1k	57.19	View chart
Target Corp Common Stock (TGT)	0.1	$344k	+16%	3.8k	89.70	View chart
Micron Technology Common Stock (MU)	0.1	$335k		2.0k	167.32	View chart
Walt Disney Common Stock (DIS)	0.1	$303k	-27%	2.7k	114.50	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$283k	NEW	9.1k	31.27	View chart
Procter & Gamble Common Stock (PG)	0.1	$264k		1.7k	153.65	View chart
Pimco 0-5 MF Closed and MF Open (HYS)	0.1	$256k	NEW	2.7k	95.68	View chart
Suburban Propane Oil & Gas, Real Estate and REIT (SPH)	0.1	$251k		14k	18.65	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.1	$245k		4.9k	49.95	View chart
Altria Group Common Stock (MO)	0.1	$239k		3.6k	66.06	View chart
Abbvie Common Stock (ABBV)	0.1	$219k	NEW	945.00	231.54	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$218k	-23%	901.00	241.96	View chart
Intl Paper Common Stock (IP)	0.1	$215k		4.6k	46.40	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$202k	NEW	640.00	315.43	View chart
Valley National Common Stock (VLY)	0.1	$169k		16k	10.60	View chart
Eaton Vance MF Closed and MF Open (ETB)	0.1	$158k	-16%	11k	15.00	View chart
Generation Income Common Stock (GIPR)	0.0	$46k		50k	0.92	View chart
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW)	0.0	$3.3k		50k	0.07	View chart

Past Filings by Wealth Advisors of Tampa Bay

SEC 13F filings are viewable for Wealth Advisors of Tampa Bay going back to 2017

Wealth Advisors of Tampa Bay 2025 Q3 filed Nov. 13, 2025
Wealth Advisors of Tampa Bay 2025 Q2 filed Aug. 14, 2025
Wealth Advisors of Tampa Bay 2025 Q1 filed May 15, 2025
Wealth Advisors of Tampa Bay 2024 Q4 filed Feb. 13, 2025
Wealth Advisors of Tampa Bay 2024 Q3 filed Nov. 4, 2024
Wealth Advisors of Tampa Bay 2024 Q2 filed Aug. 12, 2024
Wealth Advisors of Tampa Bay 2024 Q1 filed May 6, 2024
Wealth Advisors of Tampa Bay 2023 Q4 filed Jan. 25, 2024
Wealth Advisors of Tampa Bay 2023 Q3 filed Oct. 31, 2023
Wealth Advisors of Tampa Bay 2023 Q2 filed Aug. 3, 2023
Wealth Advisors of Tampa Bay 2023 Q1 filed April 18, 2023
Wealth Advisors of Tampa Bay 2022 Q4 filed Feb. 14, 2023
Wealth Advisors of Tampa Bay 2022 Q3 filed Oct. 12, 2022
Wealth Advisors of Tampa Bay 2022 Q2 filed July 18, 2022
Wealth Advisors of Tampa Bay 2022 Q1 filed April 25, 2022
Wealth Advisors of Tampa Bay 2021 Q4 filed Feb. 10, 2022

View all past filings

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