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 GLW, AVGO, MSFT, ADI, AAPL, and represent 24.12% of Wealth Advisors of Tampa Bay's stock portfolio.
- Added to shares of these 10 stocks: T, ACI, KLAC, GRMN, ACN, LMT, MSFT, HD, O, CMCSA.
- Started 3 new stock positions in GEV, GE, BR.
- Reduced shares in these 10 stocks: JPST, CRWD, , GLW, RTX, GS, TU, CBOE, BNY, MU.
- Sold out of its positions in IWM, ZTS.
- Wealth Advisors of Tampa Bay was a net buyer of stock by $600k.
- Wealth Advisors of Tampa Bay has $327M in assets under management (AUM), dropping by 8.13%.
- Central Index Key (CIK): 0001715228
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Portfolio Holdings for Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay holds 94 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 6.9 | $23M | -4% | 88k | 255.43 |
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| Broadcom (AVGO) | 6.6 | $21M | 57k | 377.75 |
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| Microsoft Corporation (MSFT) | 3.7 | $12M | +6% | 33k | 373.02 |
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| Analog Devices (ADI) | 3.5 | $11M | 29k | 397.17 |
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| Apple (AAPL) | 3.4 | $11M | 39k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $11M | 30k | 357.37 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 3.1 | $10M | +3% | 192k | 52.19 |
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| Goldman Sachs (GS) | 2.9 | $9.4M | -7% | 9.3k | 1011.37 |
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| Wal-Mart Stores (WMT) | 2.8 | $9.0M | 80k | 113.26 |
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| Bank of New York Mellon Corporation (BNY) | 2.4 | $7.9M | -3% | 54k | 144.61 |
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| Garmin SHS (GRMN) | 2.3 | $7.6M | +16% | 32k | 237.54 |
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| Entergy Corporation (ETR) | 2.3 | $7.6M | 66k | 114.86 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.3 | $7.5M | -36% | 149k | 50.57 |
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| Amazon (AMZN) | 2.3 | $7.4M | 31k | 238.34 |
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| Waste Management (WM) | 2.2 | $7.1M | +2% | 32k | 222.88 |
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| Cisco Systems (CSCO) | 2.1 | $7.0M | 60k | 117.46 |
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| Verizon Communications (VZ) | 1.9 | $6.2M | 147k | 42.34 |
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| PNC Financial Services (PNC) | 1.8 | $5.9M | 24k | 246.22 |
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| Best Buy (BBY) | 1.7 | $5.7M | 75k | 75.88 |
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| At&t (T) | 1.7 | $5.4M | +54% | 262k | 20.70 |
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| McDonald's Corporation (MCD) | 1.6 | $5.3M | +2% | 20k | 270.31 |
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| Principal Exchange Traded Prin U S Small (PSC) | 1.6 | $5.2M | 74k | 70.12 |
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| NVIDIA Corporation (NVDA) | 1.6 | $5.1M | +2% | 26k | 200.09 |
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| Chevron Corporation (CVX) | 1.5 | $5.0M | +5% | 30k | 165.76 |
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| Lockheed Martin Corporation (LMT) | 1.5 | $4.9M | +23% | 9.6k | 509.47 |
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| Home Depot (HD) | 1.4 | $4.7M | +14% | 13k | 352.68 |
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| 3M Company (MMM) | 1.4 | $4.6M | +3% | 29k | 161.91 |
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| Blackstone Group Inc Com Cl A (BX) | 1.4 | $4.5M | +10% | 38k | 117.67 |
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| Hasbro (HAS) | 1.4 | $4.5M | 54k | 82.59 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 1.3 | $4.4M | +2% | 64k | 67.58 |
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| Bristol Myers Squibb (BMY) | 1.3 | $4.3M | +4% | 75k | 57.62 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $4.1M | -15% | 21k | 189.73 |
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| Medtronic SHS (MDT) | 1.1 | $3.7M | 47k | 78.23 |
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| General Dynamics Corporation (GD) | 1.0 | $3.4M | +2% | 9.6k | 354.24 |
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| Albertsons Companies Common Stock (ACI) | 1.0 | $3.2M | +107% | 237k | 13.53 |
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| Uber Technologies (UBER) | 0.9 | $3.0M | 42k | 72.16 |
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| Ishares Tr Global Mater Etf (MXI) | 0.9 | $2.9M | +8% | 27k | 105.84 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $2.8M | 53k | 52.41 |
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| Realty Income (O) | 0.8 | $2.6M | +27% | 42k | 61.96 |
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| CBOE Holdings (CBOE) | 0.8 | $2.6M | -10% | 11k | 242.67 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.8 | $2.5M | 49k | 50.83 |
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| Visa Com Cl A (V) | 0.7 | $2.4M | +16% | 7.1k | 343.09 |
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| salesforce (CRM) | 0.7 | $2.4M | 15k | 156.66 |
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| Nextera Energy (NEE) | 0.7 | $2.3M | 26k | 87.77 |
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| Truist Financial Corp equities (TFC) | 0.6 | $2.1M | 42k | 49.82 |
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| Pfizer (PFE) | 0.6 | $2.0M | -7% | 84k | 24.08 |
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| Servicenow (NOW) | 0.6 | $1.9M | 20k | 99.28 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $1.9M | +39% | 78k | 24.55 |
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| Capital One Financial (COF) | 0.6 | $1.9M | 9.3k | 200.62 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $1.8M | -5% | 4.0k | 459.13 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.7M | +128% | 14k | 124.44 |
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| Micron Technology (MU) | 0.5 | $1.5M | -13% | 1.3k | 1154.29 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.5M | 1.6k | 935.47 |
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| Kla Corp Com New (KLAC) | 0.4 | $1.4M | +836% | 4.8k | 301.71 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.4 | $1.4M | 115k | 12.12 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.4 | $1.4M | 108k | 12.80 |
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| Enbridge (ENB) | 0.4 | $1.4M | 25k | 54.21 |
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| Telus Ord (TU) | 0.4 | $1.3M | -26% | 123k | 10.57 |
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| Pepsi (PEP) | 0.4 | $1.2M | 8.9k | 135.40 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | 8.7k | 136.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | 1.5k | 748.89 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.1M | 5.1k | 212.77 |
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| Netflix (NFLX) | 0.3 | $1.0M | 14k | 71.40 |
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| Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) | 0.3 | $1.0M | 45k | 22.45 |
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| Sherwin-Williams Company (SHW) | 0.3 | $984k | -4% | 2.9k | 344.32 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.3 | $952k | 22k | 44.03 |
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| Cigna Corp (CI) | 0.3 | $914k | +4% | 3.3k | 275.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $888k | 1.8k | 500.39 |
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| Target Corporation (TGT) | 0.3 | $856k | -2% | 6.6k | 130.61 |
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| Amgen (AMGN) | 0.2 | $810k | -2% | 2.2k | 362.12 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $751k | +50% | 8.0k | 93.52 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $744k | 2.7k | 280.00 |
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| Reddit Cl A (RDDT) | 0.2 | $575k | +40% | 3.3k | 173.58 |
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| Bank of America Corporation (BAC) | 0.2 | $539k | -5% | 9.5k | 56.98 |
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| Halliburton Company (HAL) | 0.2 | $507k | -22% | 15k | 33.95 |
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| Duff & Phelps Global (DPG) | 0.1 | $475k | 32k | 14.84 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $422k | -6% | 1.1k | 397.68 |
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| Broadridge Financial Solutions (BR) | 0.1 | $416k | NEW | 3.0k | 136.95 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $411k | 6.1k | 67.56 |
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| Enterprise Products Partners (EPD) | 0.1 | $333k | 9.1k | 36.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $327k | -88% | 428.00 | 763.14 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $296k | 3.3k | 90.60 |
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| Ge Vernova (GEV) | 0.1 | $263k | NEW | 224.00 | 1174.86 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $254k | 4.5k | 56.33 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $253k | 916.00 | 276.07 |
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| Procter & Gamble Company (PG) | 0.1 | $252k | 1.7k | 146.64 |
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| Altria (MO) | 0.1 | $242k | 3.4k | 71.95 |
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| Ge Aerospace Com New (GE) | 0.1 | $239k | NEW | 639.00 | 373.73 |
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| Abbvie (ABBV) | 0.1 | $238k | 945.00 | 251.64 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $234k | 4.3k | 55.01 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.1 | $230k | 14k | 17.10 |
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| Valley National Ban (VLY) | 0.1 | $215k | -8% | 15k | 14.65 |
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| Generation Income Pptys Com New (GIPR) | 0.0 | $8.4k | 50k | 0.17 |
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| Generation Income Pptys *w Exp 99/99/999 (GIPRW) | 0.0 | $2.1k | 50k | 0.04 |
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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 2026 Q2 filed Aug. 14, 2026
- Wealth Advisors of Tampa Bay 2026 Q1 filed May 14, 2026
- 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