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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, GLW, JPST, MSFT, AAPL, and represent 20.83% of Wealth Advisors of Tampa Bay's stock portfolio.
Added to shares of these 10 stocks: JPLD, ACI, ZTS, JPST, BBY, NFLX, MMM, MSFT, MXI, BX.
Started 5 new stock positions in ZTS, RDDT, NFLX, DFUV, ACI.
Reduced shares in these 10 stocks: EA, GLW, WMT, KHC, BK, PYPL, ETR, AVGO, GOOGL, DIS.
Sold out of its positions in DIS, EA, KHC, PYPL.
Wealth Advisors of Tampa Bay was a net buyer of stock by $7.5M.
Wealth Advisors of Tampa Bay has $302M in assets under management (AUM), dropping by 4.33%.
Central Index Key (CIK): 0001715228

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Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Broadcom Common Stock (AVGO)	5.7	$17M		56k	309.51	View chart
Corning Common Stock (GLW)	4.2	$13M	-22%	93k	135.97	View chart
Jpmorgan MF Closed and MF Open (JPST)	3.9	$12M	+17%	233k	50.61	View chart
Microsoft Corp Common Stock (MSFT)	3.8	$11M	+9%	31k	370.17	View chart
Apple Common Stock (AAPL)	3.3	$10M		39k	253.79	View chart
Walmart Common Stock (WMT)	3.3	$9.9M	-9%	80k	124.28	View chart
Jpmorgan MF Closed and MF Open (JPLD)	3.2	$9.7M	+58%	185k	52.19	View chart
Analog Devices Common Stock (ADI)	3.0	$9.2M		29k	318.14	View chart
Alphabet Common Stock (GOOGL)	2.8	$8.5M	-2%	30k	287.56	View chart
Goldman Sachs Common Stock (GS)	2.8	$8.5M		10k	845.99	View chart
Entergy Corp Common Stock (ETR)	2.5	$7.4M	-3%	66k	112.36	View chart
Verizon Communications Common Stock (VZ)	2.4	$7.4M	-2%	148k	50.20	View chart
Waste Management Common Stock (WM)	2.4	$7.1M		31k	229.79	View chart
Bank New York Common Stock (BK)	2.2	$6.6M	-7%	56k	118.63	View chart
Amazon Common Stock (AMZN)	2.2	$6.6M		32k	208.27	View chart
Garmin Common Stock (GRMN)	2.1	$6.4M		28k	232.01	View chart
Chevron Corp Common Stock (CVX)	2.0	$6.0M	+5%	29k	206.90	View chart
Mcdonalds Corp Common Stock (MCD)	2.0	$5.9M	-2%	19k	310.79	View chart
Hasbro Common Stock (HAS)	1.7	$5.0M		54k	93.60	View chart
Pnc Financial Common Stock (PNC)	1.6	$5.0M		24k	208.09	View chart
At&t Common Stock (T)	1.6	$4.9M	-2%	170k	28.99	View chart
Rtx Corp Common Stock (RTX)	1.6	$4.9M		25k	192.90	View chart
Best Buy Common Stock (BBY)	1.6	$4.8M	+50%	75k	64.20	View chart
Lockheed Martin Common Stock (LMT)	1.6	$4.7M		7.8k	604.39	View chart
Cisco Systems Common Stock (CSCO)	1.5	$4.7M		60k	77.59	View chart
Bristol Myers Common Stock (BMY)	1.5	$4.4M		72k	60.65	View chart
Nvidia Corp Common Stock (NVDA)	1.4	$4.3M		25k	174.40	View chart
Principal Us MF Closed and MF Open (PSC)	1.4	$4.3M		74k	57.32	View chart
Medtronic Common Stock (MDT)	1.3	$4.0M	+4%	47k	86.65	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	1.3	$4.0M	+4%	63k	63.91	View chart
3m Company Common Stock (MMM)	1.3	$4.0M	+48%	28k	145.23	View chart
Blackstone Common Stock (BX)	1.3	$4.0M	+20%	35k	114.99	View chart
Home Depot Common Stock (HD)	1.3	$3.8M		12k	328.89	View chart
Cboe Global Common Stock (CBOE)	1.1	$3.3M		12k	281.07	View chart
General Dynamics Common Stock (GD)	1.1	$3.2M		9.4k	343.22	View chart
Uber Technologies Common Stock (UBER)	1.0	$3.1M	+16%	43k	71.93	View chart
Salesforce Common Stock (CRM)	0.9	$2.8M	+2%	15k	186.67	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.9	$2.8M		53k	52.56	View chart
Ishares Global MF Closed and MF Open (MXI)	0.9	$2.6M	+46%	25k	106.22	View chart
Pfizer Common Stock (PFE)	0.8	$2.6M	-6%	91k	28.08	View chart
State Street MF Closed and MF Open (XLB)	0.8	$2.5M		50k	49.97	View chart
Nextera Energy Common Stock (NEE)	0.8	$2.4M		26k	92.88	View chart
Telus Corp Common Stock (TU)	0.7	$2.2M	+11%	168k	12.83	View chart
Servicenow Common Stock (NOW)	0.7	$2.1M	+22%	20k	104.55	View chart
Spotify Technology Common Stock (SPOT)	0.7	$2.1M	+24%	4.2k	484.91	View chart
Realty Income Common Stock (O)	0.7	$2.0M	+7%	33k	61.18	View chart
Truist Financial Common Stock (TFC)	0.7	$2.0M	-7%	43k	45.97	View chart
Albertsons Cos Common Stock (ACI)	0.6	$1.9M	NEW	114k	17.04	View chart
Zoetis Common Stock (ZTS)	0.6	$1.9M	NEW	16k	118.21	View chart
Visa Common Stock (V)	0.6	$1.8M	+17%	6.1k	302.24	View chart
Capital One Common Stock (COF)	0.6	$1.7M		9.2k	182.43	View chart
Costco Wholesale Common Stock (COST)	0.5	$1.6M		1.6k	996.43	View chart
Comcast Corp Common Stock (CMCSA)	0.5	$1.6M	+38%	56k	28.71	View chart
Exxon Mobil Common Stock (XOM)	0.5	$1.5M		8.6k	169.66	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.5	$1.5M		3.7k	390.41	View chart
Netflix Common Stock (NFLX)	0.5	$1.4M	NEW	14k	96.15	View chart
Enbridge Common Stock (ENB)	0.5	$1.4M		25k	54.14	View chart
Pepsico Common Stock (PEP)	0.4	$1.4M	-3%	8.7k	155.29	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.4	$1.3M		109k	12.33	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.4	$1.3M		115k	11.50	View chart
Accenture Common Stock (ACN)	0.4	$1.2M	+43%	6.1k	198.29	View chart
Ishares Core MF Closed and MF Open (IVV)	0.3	$993k		1.5k	653.21	View chart
Ishares Short MF Closed and MF Open (SHYM)	0.3	$991k		45k	22.02	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$971k		5.1k	191.92	View chart
Sherwin Williams Common Stock (SHW)	0.3	$962k		3.0k	320.55	View chart
State Street MF Closed and MF Open (XLRE)	0.3	$892k		22k	40.83	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$851k		1.8k	479.20	View chart
Cigna Group Common Stock (CI)	0.3	$844k		3.2k	266.75	View chart
Target Corp Common Stock (TGT)	0.3	$812k	+38%	6.7k	121.20	View chart
Amgen Common Stock (AMGN)	0.3	$805k	+3%	2.3k	351.85	View chart
Halliburton Company Common Stock (HAL)	0.2	$755k	-4%	19k	38.99	View chart
Kla Corp Common Stock (KLAC)	0.2	$751k		510.00	1472.41	View chart
Labcorp Holdings Common Stock (LH)	0.2	$714k	+2%	2.7k	266.81	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$524k	+7%	1.1k	460.99	View chart
Micron Technology Common Stock (MU)	0.2	$507k		1.5k	337.84	View chart
Pimco 0-5 MF Closed and MF Open (HYS)	0.2	$499k	+100%	5.4k	93.27	View chart
Bank America Common Stock (BAC)	0.2	$485k	-9%	10k	48.75	View chart
Duff & Phelps MF Closed and MF Open (DPG)	0.2	$462k		32k	14.44	View chart
State Street MF Closed and MF Open (SPMD)	0.1	$360k		6.1k	59.22	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$343k		9.1k	37.84	View chart
Reddit Common Stock (RDDT)	0.1	$317k	NEW	2.4k	134.65	View chart
Suburban Propane Oil & Gas, Real Estate and REIT (SPH)	0.1	$265k		14k	19.69	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.1	$262k		3.3k	80.05	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.1	$257k	-8%	4.5k	57.07	View chart
Procter & Gamble Common Stock (PG)	0.1	$248k		1.7k	144.44	View chart
Altria Group Common Stock (MO)	0.1	$222k	-5%	3.4k	65.99	View chart
Flexshares Morningstar MF Closed and MF Open (TILT)	0.1	$221k		916.00	241.37	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$217k		874.00	248.00	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.1	$206k	NEW	4.3k	48.46	View chart
Abbvie Common Stock (ABBV)	0.1	$206k		945.00	217.49	View chart
Valley National Common Stock (VLY)	0.1	$196k		16k	12.28	View chart
Generation Income Common Stock (GIPR)	0.0	$13k		50k	0.26	View chart
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW)	0.0	$1.2k		50k	0.02	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 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
Wealth Advisors of Tampa Bay 2022 Q2 filed July 18, 2022

View all past filings

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