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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, GLW, JPST, and represent 22.23% of Wealth Advisors of Tampa Bay's stock portfolio.
Added to shares of these 10 stocks: NOW, O, VZ, V, XLB, SHYM, MSFT, MCD, SPOT, GRMN.
Started 3 new stock positions in SHYM, TILT, O.
Reduced shares in these 10 stocks: CMCSA, SRVR, KHC, , TU, PFE, BRK.B, EA, DXCM, GOOGL.
Sold out of its positions in DXCM, ETB, IP, JPM, SRVR, ZTS.
Wealth Advisors of Tampa Bay was a net seller of stock by $-11M.
Wealth Advisors of Tampa Bay has $290M in assets under management (AUM), dropping by -3.46%.
Central Index Key (CIK): 0001715228

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Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Broadcom Common Stock (AVGO)	6.8	$20M		57k	346.10	View chart
Microsoft Corp Common Stock (MSFT)	4.7	$14M	+4%	28k	483.62	View chart
Apple Common Stock (AAPL)	3.8	$11M	-3%	40k	271.86	View chart
Corning Common Stock (GLW)	3.6	$10M		119k	87.56	View chart
Jpmorgan MF Closed and MF Open (JPST)	3.4	$10M		197k	50.59	View chart
Walmart Common Stock (WMT)	3.4	$9.8M	-2%	88k	111.41	View chart
Alphabet Common Stock (GOOGL)	3.3	$9.6M	-5%	31k	313.00	View chart
Goldman Sachs Common Stock (GS)	3.1	$9.0M	-2%	10k	879.00	View chart
Analog Devices Common Stock (ADI)	2.7	$8.0M		29k	271.20	View chart
Amazon Common Stock (AMZN)	2.5	$7.4M	-3%	32k	230.82	View chart
Bank New York Common Stock (BK)	2.4	$7.0M	-3%	60k	116.09	View chart
Waste Management Common Stock (WM)	2.3	$6.8M	-2%	31k	219.71	View chart
Entergy Corp Common Stock (ETR)	2.2	$6.3M	-3%	69k	92.43	View chart
Verizon Communications Common Stock (VZ)	2.1	$6.1M	+27%	151k	40.73	View chart
Jpmorgan MF Closed and MF Open (JPLD)	2.1	$6.1M	+3%	117k	52.34	View chart
Mcdonalds Corp Common Stock (MCD)	2.1	$6.0M	+9%	20k	305.63	View chart
Garmin Common Stock (GRMN)	1.9	$5.6M	+4%	28k	202.85	View chart
Pnc Financial Common Stock (PNC)	1.7	$4.9M	+2%	24k	208.73	View chart
Cisco Systems Common Stock (CSCO)	1.6	$4.7M		61k	77.03	View chart
Rtx Corp Common Stock (RTX)	1.6	$4.7M	-6%	26k	183.40	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$4.6M	-4%	24k	186.50	View chart
Hasbro Common Stock (HAS)	1.5	$4.5M		54k	82.00	View chart
Blackstone Common Stock (BX)	1.5	$4.4M	+5%	29k	154.14	View chart
Principal Us MF Closed and MF Open (PSC)	1.5	$4.4M	+2%	76k	57.73	View chart
At&t Common Stock (T)	1.5	$4.3M		174k	24.84	View chart
Medtronic Common Stock (MDT)	1.5	$4.3M		44k	96.06	View chart
Chevron Corp Common Stock (CVX)	1.4	$4.2M	+2%	27k	152.41	View chart
Home Depot Common Stock (HD)	1.4	$4.1M	-3%	12k	344.10	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	1.4	$4.0M	-8%	60k	66.43	View chart
Salesforce Common Stock (CRM)	1.4	$3.9M	-5%	15k	264.91	View chart
Bristol Myers Common Stock (BMY)	1.3	$3.9M	-6%	73k	53.94	View chart
Lockheed Martin Common Stock (LMT)	1.3	$3.8M	-8%	7.8k	483.67	View chart
Electronic Arts Common Stock (EA)	1.3	$3.8M	-20%	19k	204.33	View chart
Best Buy Common Stock (BBY)	1.1	$3.3M	-9%	50k	66.93	View chart
General Dynamics Common Stock (GD)	1.1	$3.2M	-6%	9.5k	336.66	View chart
Cboe Global Common Stock (CBOE)	1.0	$3.0M	-5%	12k	251.00	View chart
Uber Technologies Common Stock (UBER)	1.0	$3.0M	+4%	36k	81.71	View chart
3m Company Common Stock (MMM)	1.0	$3.0M		19k	160.10	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	1.0	$2.8M		53k	52.88	View chart
Servicenow Common Stock (NOW)	0.9	$2.5M	+370%	16k	153.19	View chart
Pfizer Common Stock (PFE)	0.8	$2.4M	-33%	98k	24.90	View chart
Truist Financial Common Stock (TFC)	0.8	$2.3M	-5%	47k	49.21	View chart
State Street MF Closed and MF Open (XLB)	0.8	$2.3M	+88%	50k	45.35	View chart
Capital One Common Stock (COF)	0.8	$2.2M	-6%	9.2k	242.36	View chart
Nextera Energy Common Stock (NEE)	0.7	$2.2M	-2%	27k	80.28	View chart
Spotify Technology Common Stock (SPOT)	0.7	$2.0M	+30%	3.4k	580.71	View chart
Telus Corp Common Stock (TU)	0.7	$2.0M	-42%	150k	13.17	View chart
Visa Common Stock (V)	0.6	$1.8M	+201%	5.2k	350.71	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.6	$1.7M		3.7k	468.76	View chart
Realty Income Common Stock (O)	0.6	$1.7M	NEW	31k	56.37	View chart
Ishares Global MF Closed and MF Open (MXI)	0.6	$1.6M		17k	96.64	View chart
Costco Wholesale Common Stock (COST)	0.5	$1.4M	+2%	1.6k	862.34	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.5	$1.4M		115k	12.02	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.5	$1.4M	-5%	109k	12.66	View chart
Pepsico Common Stock (PEP)	0.4	$1.3M		9.0k	143.52	View chart
Enbridge Common Stock (ENB)	0.4	$1.2M		25k	47.83	View chart
Comcast Corp Common Stock (CMCSA)	0.4	$1.2M	-73%	41k	29.89	View chart
Accenture Common Stock (ACN)	0.4	$1.1M	-15%	4.3k	268.30	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$1.0M		1.5k	684.94	View chart
Exxon Mobil Common Stock (XOM)	0.4	$1.0M		8.6k	120.34	View chart
Ishares Short MF Closed and MF Open (SHYM)	0.3	$1000k	NEW	45k	22.22	View chart
Sherwin Williams Common Stock (SHW)	0.3	$972k		3.0k	324.03	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$969k	+3%	5.1k	191.56	View chart
Kraft Heinz Common Stock (KHC)	0.3	$897k	-71%	37k	24.25	View chart
State Street MF Closed and MF Open (XLRE)	0.3	$896k	-10%	22k	40.35	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$892k	-54%	1.8k	502.65	View chart
Cigna Group Common Stock (CI)	0.3	$871k		3.2k	275.23	View chart
Amgen Common Stock (AMGN)	0.3	$726k	-3%	2.2k	327.31	View chart
Labcorp Holdings Common Stock (LH)	0.2	$653k		2.6k	250.88	View chart
Kla Corp Common Stock (KLAC)	0.2	$620k	-12%	510.00	1215.08	View chart
Bank America Common Stock (BAC)	0.2	$602k	-2%	11k	55.00	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$602k	+17%	1.1k	566.36	View chart
Halliburton Company Common Stock (HAL)	0.2	$574k	-17%	20k	28.26	View chart
Target Corp Common Stock (TGT)	0.2	$473k	+25%	4.8k	97.75	View chart
Micron Technology Common Stock (MU)	0.1	$428k	-25%	1.5k	285.41	View chart
Duff & Phelps MF Closed and MF Open (DPG)	0.1	$407k		32k	12.71	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$367k	-47%	6.3k	58.38	View chart
State Street MF Closed and MF Open (SPMD)	0.1	$352k		6.1k	57.91	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.1	$345k		3.3k	105.69	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$290k		9.1k	32.06	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.1	$262k		4.9k	53.37	View chart
Pimco 0-5 MF Closed and MF Open (HYS)	0.1	$254k		2.7k	94.82	View chart
Suburban Propane Oil & Gas, Real Estate and REIT (SPH)	0.1	$250k		14k	18.54	View chart
Procter & Gamble Common Stock (PG)	0.1	$246k		1.7k	143.31	View chart
Flexshares Morningstar MF Closed and MF Open (TILT)	0.1	$228k	NEW	916.00	248.69	View chart
Abbvie Common Stock (ABBV)	0.1	$216k		945.00	228.49	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$215k	-2%	874.00	246.16	View chart
Walt Disney Common Stock (DIS)	0.1	$211k	-30%	1.9k	113.77	View chart
Altria Group Common Stock (MO)	0.1	$206k		3.6k	57.66	View chart
Valley National Common Stock (VLY)	0.1	$187k		16k	11.68	View chart
Generation Income Common Stock (GIPR)	0.0	$32k		50k	0.64	View chart
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW)	0.0	$2.6k		50k	0.05	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 Q4 filed Feb. 9, 2026
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

View all past filings

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