Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2025

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 150 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Common Stock (AVGO) 4.9 $12M 72k 167.43
Apple Common Stock (AAPL) 3.9 $9.5M 43k 222.13
Walmart Common Stock (WMT) 3.4 $8.3M 95k 87.79
Microsoft Corp Common Stock (MSFT) 3.2 $7.8M 21k 375.39
Waste Management Common Stock (WM) 3.0 $7.3M 32k 231.51
Amazon Common Stock (AMZN) 2.7 $6.7M 35k 190.26
Goldman Sachs Common Stock (GS) 2.6 $6.4M 12k 546.29
Entergy Corp Common Stock (ETR) 2.5 $6.1M 71k 85.49
Analog Devices Common Stock (ADI) 2.4 $5.9M 29k 201.67
Garmin Common Stock (GRMN) 2.3 $5.7M 26k 217.13
Corning Common Stock (GLW) 2.3 $5.6M 122k 45.78
Bank New York Common Stock (BK) 2.3 $5.5M 66k 83.87
Mcdonalds Corp Common Stock (MCD) 2.2 $5.5M 18k 312.37
At&t Common Stock (T) 2.2 $5.4M 190k 28.28
Alphabet Common Stock (GOOGL) 2.1 $5.1M 33k 154.64
Verizon Communications Common Stock (VZ) 2.1 $5.1M 113k 45.36
Home Depot Common Stock (HD) 1.9 $4.7M 13k 366.49
Comcast Corp Common Stock (CMCSA) 1.9 $4.7M 126k 36.90
Jpmorgan MF Closed and MF Open (JPLD) 1.9 $4.6M 89k 52.00
Jpmorgan MF Closed and MF Open (JPST) 1.8 $4.5M 89k 50.63
Bristol Myers Common Stock (BMY) 1.7 $4.3M 70k 60.99
Salesforce Common Stock (CRM) 1.7 $4.1M 16k 268.36
Rtx Corp Common Stock (RTX) 1.6 $4.1M 31k 132.46
Pnc Financial Common Stock (PNC) 1.6 $4.1M 23k 175.77
Telus Corp Common Stock (TU) 1.6 $4.0M 279k 14.34
Electronic Arts Common Stock (EA) 1.6 $4.0M 28k 144.52
Best Buy Common Stock (BBY) 1.6 $3.9M 53k 73.61
Cisco Systems Common Stock (CSCO) 1.6 $3.9M 63k 61.71
Chevron Corp Common Stock (CVX) 1.6 $3.8M 23k 167.29
Medtronic Common Stock (MDT) 1.5 $3.8M 42k 89.86
Lockheed Martin Common Stock (LMT) 1.5 $3.7M 8.3k 446.71
Pfizer Common Stock (PFE) 1.5 $3.6M 142k 25.34
Hasbro Common Stock (HAS) 1.2 $2.9M 48k 61.49
Cboe Global Common Stock (CBOE) 1.2 $2.9M 13k 226.29
Ishares 1-5 MF Closed and MF Open (IGSB) 1.2 $2.9M 55k 52.37
SPDR S&P MF Closed and MF Open (SLYV) 1.1 $2.8M 35k 78.40
General Dynamics Common Stock (GD) 1.1 $2.7M 10k 272.58
3m Company Common Stock (MMM) 1.1 $2.6M 18k 146.86
Nvidia Corp Common Stock (NVDA) 1.1 $2.6M 24k 108.38
Adobe Common Stock (ADBE) 1.0 $2.5M 6.4k 383.53
Uber Technologies Common Stock (UBER) 1.0 $2.4M 34k 72.86
Pacer Data MF Closed and MF Open (SRVR) 1.0 $2.4M 81k 29.35
Materials Select MF Closed and MF Open (XLB) 1.0 $2.4M 27k 85.98
Berkshire Hathaway Common Stock (BRK.B) 0.8 $2.1M 3.9k 532.58
Zoetis Common Stock (ZTS) 0.8 $2.0M 12k 164.65
Nextera Energy Common Stock (NEE) 0.8 $1.9M 27k 70.89
Capital One Common Stock (COF) 0.7 $1.8M 10k 179.30
Kraft Heinz Common Stock (KHC) 0.7 $1.7M 55k 30.43
Conagra Brands Common Stock (CAG) 0.7 $1.6M 61k 26.67
Crowdstrike Holdings Common Stock (CRWD) 0.6 $1.5M 4.1k 352.58
Enbridge Common Stock (ENB) 0.6 $1.4M 33k 44.31
Nuveen Amt MF Closed and MF Open (NVG) 0.6 $1.4M 115k 12.38
Dexcom Common Stock (DXCM) 0.6 $1.4M 21k 68.29
Truist Financial Common Stock (TFC) 0.6 $1.4M 33k 41.15
Ishares Global MF Closed and MF Open (MXI) 0.5 $1.3M 17k 81.73
Nuveen Quality MF Closed and MF Open (NAD) 0.5 $1.3M 116k 11.52
Lululemon Athletica Common Stock (LULU) 0.5 $1.2M 4.3k 283.06
Servicenow Common Stock (NOW) 0.4 $1.1M 1.4k 796.14
Paypal Holdings Common Stock (PYPL) 0.4 $1.1M 16k 65.25
Sherwin Williams Common Stock (SHW) 0.4 $1.0M 3.0k 349.19
Real Estate MF Closed and MF Open (XLRE) 0.4 $1.0M 24k 41.85
Exxon Mobil Common Stock (XOM) 0.4 $1.0M 8.5k 118.93
Ishares Core MF Closed and MF Open (IVV) 0.4 $925k 1.6k 561.90
Cigna Group Common Stock (CI) 0.4 $862k 2.6k 329.00
Pepsico Common Stock (PEP) 0.3 $850k 5.7k 149.94
Invesco S&p MF Closed and MF Open (RSP) 0.3 $830k 4.8k 173.23
Accenture Common Stock (ACN) 0.3 $768k 2.5k 312.04
Amgen Common Stock (AMGN) 0.3 $652k 2.1k 311.55
Labcorp Holdings Common Stock (LH) 0.2 $614k 2.6k 232.74
Bank America Common Stock (BAC) 0.2 $497k 12k 41.73
Visa Common Stock (V) 0.2 $472k 1.3k 350.46
Duff & Phelps MF Closed and MF Open (DPG) 0.2 $391k 32k 12.23
Intuitive Surgical Common Stock (ISRG) 0.2 $387k 782.00 495.27
Walt Disney Common Stock (DIS) 0.1 $358k 3.6k 98.70
Target Corp Common Stock (TGT) 0.1 $329k 3.2k 104.36
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $311k 6.1k 51.18
Procter & Gamble Common Stock (PG) 0.1 $293k 1.7k 170.42
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $291k 3.3k 88.99
Suburban Propane Oil & Gas, Real Estate and REIT (SPH) 0.1 $283k 14k 21.01
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $262k 4.9k 53.52
Halliburton Company Common Stock (HAL) 0.1 $254k 10k 25.37
Ishares Core MF Closed and MF Open (AGG) 0.1 $251k 2.5k 98.92
Hershey Company Common Stock (HSY) 0.1 $251k 1.5k 171.03
Intl Paper Common Stock (IP) 0.1 $247k 4.6k 53.35
Ishares Russell MF Closed and MF Open (IWM) 0.1 $234k 1.2k 199.49
Altria Group Common Stock (MO) 0.1 $226k 3.8k 60.02
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $201k 5.9k 34.14
Eaton Vance MF Closed and MF Open (ETB) 0.1 $191k 14k 13.65
Abbvie Common Stock (ABBV) 0.1 $180k 860.00 209.52
Micron Technology Common Stock (MU) 0.1 $174k 2.0k 86.89
Dominion Energy Common Stock (D) 0.1 $163k 2.9k 56.07
Jpmorgan Chase Common Stock (JPM) 0.1 $157k 640.00 245.30
Crown Castle Common Stock (CCI) 0.1 $151k 1.4k 104.23
Grainger W W Common Stock (GWW) 0.1 $148k 150.00 987.83
Valley National Common Stock (VLY) 0.1 $142k 16k 8.89
Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $134k 676.00 197.46
Ge Aerospace Common Stock (GE) 0.1 $128k 639.00 200.15
Southern Company Common Stock (SO) 0.1 $126k 1.4k 91.95
Cummins Common Stock (CMI) 0.1 $125k 400.00 313.44
Cencora Common Stock (COR) 0.0 $122k 438.00 278.09
Rpm Intl Common Stock (RPM) 0.0 $116k 1.0k 115.68
Waters Corp Common Stock (WAT) 0.0 $111k 300.00 368.57
Fidelity Nasdaq MF Closed and MF Open (ONEQ) 0.0 $111k 1.6k 68.07
Ishares Russell MF Closed and MF Open (IWO) 0.0 $106k 414.00 255.53
Bce Common Stock (BCE) 0.0 $102k 4.4k 22.96
Nordson Corp Common Stock (NDSN) 0.0 $101k 500.00 201.72
Unitedhealth Group Common Stock (UNH) 0.0 $100k 190.00 523.75
Ishares Russell MF Closed and MF Open (IWN) 0.0 $99k 657.00 150.98
Ishares Tips MF Closed and MF Open (TIP) 0.0 $88k 794.00 111.09
Totalenergies Se Common Stock 0.0 $81k 1.3k 64.69
Ishares Core MF Closed and MF Open (IJR) 0.0 $81k 772.00 104.57
Ishares S&p MF Closed and MF Open (IVW) 0.0 $80k 865.00 92.83
Generation Income Common Stock (GIPR) 0.0 $80k 50k 1.60
Honeywell Intl Common Stock (HON) 0.0 $79k 375.00 211.75
Costco Wholesale Common Stock (COST) 0.0 $77k 81.00 945.78
Ishares Core MF Closed and MF Open (IJH) 0.0 $76k 1.3k 58.35
SPDR S&P MF Closed and MF Open (SPY) 0.0 $75k 134.00 559.39
Ishares Select MF Closed and MF Open (DVY) 0.0 $73k 545.00 134.29
Ishares S&p MF Closed and MF Open (IVE) 0.0 $72k 378.00 190.58
Ge Vernova Common Stock (GEV) 0.0 $68k 224.00 305.28
Elevance Health Common Stock (ELV) 0.0 $65k 150.00 434.96
Technology Select MF Closed and MF Open (XLK) 0.0 $62k 300.00 206.48
Ishares Short MF Closed and MF Open (SUB) 0.0 $60k 571.00 105.60
Philip Morris Common Stock (PM) 0.0 $56k 350.00 158.73
Vanguard Information MF Closed and MF Open (VGT) 0.0 $54k 100.00 542.38
Spdr Series MF Closed and MF Open (SLYG) 0.0 $53k 640.00 83.00
Intl Business Common Stock (IBM) 0.0 $50k 200.00 248.66
Align Technology Common Stock (ALGN) 0.0 $48k 300.00 158.86
Lowes Companies Common Stock (LOW) 0.0 $47k 200.00 233.23
Merck & Company Common Stock (MRK) 0.0 $40k 450.00 89.76
Southstate Corp Common Stock 0.0 $40k 435.00 92.82
American Express Common Stock (AXP) 0.0 $40k 150.00 269.05
California Bancorp Common Stock (BCAL) 0.0 $40k 2.8k 14.33
Coca Cola Company Common Stock (KO) 0.0 $40k 553.00 71.62
Ishares Msci MF Closed and MF Open (EZU) 0.0 $37k 688.00 53.25
Palantir Technologies Common Stock (PLTR) 0.0 $34k 400.00 84.40
Spdr Gold Common Stock (GLD) 0.0 $33k 115.00 288.14
Boeing Company Common Stock (BA) 0.0 $32k 185.00 170.55
Oneok Common Stock (OKE) 0.0 $32k 317.00 99.22
Qualcomm Common Stock (QCOM) 0.0 $31k 200.00 153.61
Nnn Reit Common Stock (NNN) 0.0 $29k 685.00 42.65
Ark Next MF Closed and MF Open (ARKW) 0.0 $28k 292.00 94.67
Lpl Financial Common Stock (LPLA) 0.0 $27k 81.00 327.14
Brookfield Corp Common Stock (BN) 0.0 $26k 500.00 52.41
Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $25k 373.00 66.26
General Mills Common Stock (GIS) 0.0 $24k 400.00 59.79
Alphabet Common Stock (GOOG) 0.0 $22k 140.00 156.23
Royal Caribbean Common Stock (RCL) 0.0 $21k 100.00 205.44
Nuveen Amt MF Closed and MF Open (NEA) 0.0 $20k 1.8k 11.20
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW) 0.0 $19k 50k 0.37