Wealth Advisors of Tampa Bay as of Dec. 31, 2024
Portfolio Holdings for Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay holds 86 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 7.3 | $17M | 73k | 231.84 | |
| Apple (AAPL) | 4.8 | $11M | 45k | 250.42 | |
| Wal-Mart Stores (WMT) | 4.1 | $9.5M | 105k | 90.35 | |
| Microsoft Corporation (MSFT) | 3.8 | $8.8M | 21k | 421.50 | |
| Amazon (AMZN) | 3.3 | $7.7M | 35k | 219.39 | |
| Waste Management (WM) | 2.9 | $6.9M | 34k | 201.79 | |
| Goldman Sachs (GS) | 2.8 | $6.6M | 12k | 572.62 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $6.2M | 33k | 189.30 | |
| Analog Devices (ADI) | 2.6 | $6.1M | 29k | 212.46 | |
| Corning Incorporated (GLW) | 2.5 | $5.8M | 121k | 47.52 | |
| Garmin (GRMN) | 2.3 | $5.5M | 26k | 206.26 | |
| Entergy Corporation (ETR) | 2.3 | $5.3M | 71k | 75.82 | |
| Bank of New York Mellon Corporation (BK) | 2.2 | $5.2M | 68k | 76.83 | |
| McDonald's Corporation (MCD) | 2.2 | $5.1M | 18k | 289.89 | |
| Home Depot (HD) | 2.2 | $5.1M | 13k | 388.99 | |
| Cisco Systems (CSCO) | 2.2 | $5.0M | 85k | 59.20 | |
| salesforce (CRM) | 2.1 | $5.0M | 15k | 334.33 | |
| Jpmorgan Jpmorgam Ltd Dur (JPLD) | 1.9 | $4.4M | 85k | 51.52 | |
| At&t (T) | 1.8 | $4.3M | 190k | 22.77 | |
| Best Buy (BBY) | 1.8 | $4.2M | 49k | 85.80 | |
| Comcast Corporation (CMCSA) | 1.8 | $4.1M | 109k | 37.53 | |
| Bristol Myers Squibb (BMY) | 1.7 | $4.1M | 72k | 56.56 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $3.7M | 7.6k | 485.94 | |
| Electronic Arts (EA) | 1.6 | $3.6M | 25k | 146.30 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $3.5M | 31k | 115.72 | |
| Telus Ord (TU) | 1.5 | $3.5M | 258k | 13.56 | |
| PNC Financial Services (PNC) | 1.5 | $3.5M | 18k | 192.85 | |
| Medtronic (MDT) | 1.4 | $3.2M | 41k | 79.88 | |
| Spdr Series S&p 600 Smcp Val (SLYV) | 1.3 | $3.1M | 35k | 87.25 | |
| Ishares 1-5 Year Ishs 1-5yr Invs (IGSB) | 1.2 | $2.9M | 55k | 51.70 | |
| Chevron Corporation (CVX) | 1.2 | $2.8M | 20k | 144.84 | |
| Hasbro (HAS) | 1.1 | $2.6M | 46k | 55.91 | |
| General Dynamics Corporation (GD) | 1.1 | $2.5M | 9.5k | 263.49 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $2.5M | 5.5k | 444.68 | |
| Verizon Communications (VZ) | 1.0 | $2.4M | 60k | 39.99 | |
| CBOE Holdings (CBOE) | 1.0 | $2.3M | 12k | 195.40 | |
| Total (TTE) | 1.0 | $2.3M | 43k | 54.50 | |
| Pacer Data Data And Infrast (SRVR) | 1.0 | $2.3M | 77k | 29.98 | |
| Sector Materials MF Closed and MF Open (XLB) | 0.9 | $2.1M | 25k | 84.14 | |
| ConAgra Foods (CAG) | 0.9 | $2.1M | 75k | 27.75 | |
| Pfizer (PFE) | 0.8 | $2.0M | 74k | 26.53 | |
| Uber Technologies (UBER) | 0.8 | $1.9M | 31k | 60.32 | |
| Capital One Financial (COF) | 0.8 | $1.8M | 10k | 178.32 | |
| Nextera Energy (NEE) | 0.8 | $1.8M | 25k | 71.69 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $1.7M | 3.7k | 453.28 | |
| Lululemon Athletica (LULU) | 0.7 | $1.7M | 4.3k | 382.41 | |
| Zoetis Inc Cl A (ZTS) | 0.7 | $1.6M | 9.7k | 162.93 | |
| 3M Company (MMM) | 0.6 | $1.4M | 11k | 129.09 | |
| Kraft Heinz (KHC) | 0.6 | $1.4M | 47k | 30.71 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.6 | $1.4M | 4.1k | 342.16 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.6 | $1.4M | 115k | 12.26 | |
| Servicenow (NOW) | 0.6 | $1.4M | 1.3k | 1060.12 | |
| Enbridge (ENB) | 0.6 | $1.4M | 33k | 42.43 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.6 | $1.3M | 116k | 11.66 | |
| Dex (DXCM) | 0.6 | $1.3M | 17k | 77.77 | |
| Ishares Global Global Mater Etf (MXI) | 0.5 | $1.2M | 15k | 77.70 | |
| Paypal Holdings (PYPL) | 0.5 | $1.1M | 13k | 85.35 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.0M | 3.0k | 339.93 | |
| Select Sector MF Closed and MF Open (XLRE) | 0.4 | $1.0M | 25k | 40.67 | |
| Ishares Core Core S&p500 Etf (IVV) | 0.4 | $969k | 1.6k | 588.68 | |
| Truist Financial Corp equities (TFC) | 0.4 | $946k | 22k | 43.38 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $910k | 8.5k | 107.57 | |
| Microchip Technology (MCHP) | 0.4 | $910k | 16k | 57.35 | |
| NVIDIA Corporation (NVDA) | 0.4 | $899k | 6.7k | 134.29 | |
| Bank of America Corporation (BAC) | 0.3 | $791k | 18k | 43.95 | |
| Cigna Corp (CI) | 0.3 | $724k | 2.6k | 276.14 | |
| Walt Disney Company (DIS) | 0.2 | $580k | 5.2k | 111.35 | |
| Labcorp Holdings (LH) | 0.2 | $561k | 2.4k | 229.32 | |
| Amgen (AMGN) | 0.2 | $462k | 1.8k | 260.64 | |
| Visa (V) | 0.2 | $380k | 1.2k | 316.04 | |
| Duff & Phelps Global (DPG) | 0.2 | $374k | 32k | 11.69 | |
| Ishares Expanded Expanded Tech (IGV) | 0.1 | $334k | 3.3k | 100.12 | |
| Hershey Company (HSY) | 0.1 | $333k | 2.0k | 169.35 | |
| Spdr Portfolio Financial (SPMD) | 0.1 | $333k | 6.1k | 54.69 | |
| Procter & Gamble Company (PG) | 0.1 | $289k | 1.7k | 167.65 | |
| Ishares Russell Russell 2000 Etf (IWM) | 0.1 | $257k | 1.2k | 220.96 | |
| International Paper Company (IP) | 0.1 | $249k | 4.6k | 53.82 | |
| Expedia (EXPE) | 0.1 | $243k | 1.3k | 186.33 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $235k | 4.9k | 47.86 | |
| Ishares Core Core Us Aggbd Et (AGG) | 0.1 | $232k | 2.4k | 96.90 | |
| Suburban Propane Unit Ltd Partn (SPH) | 0.1 | $231k | 14k | 17.20 | |
| Pepsi (PEP) | 0.1 | $216k | 1.4k | 152.06 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $210k | 14k | 15.00 | |
| Valley National Ban (VLY) | 0.1 | $145k | 16k | 9.06 | |
| Generation Income Pptys (GIPR) | 0.0 | $91k | 50k | 1.82 | |
| Generation Income *w Exp 99/99/999 (GIPRW) | 0.0 | $7.0k | 50k | 0.14 |
