Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2025

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Common Stock (AVGO) 6.1 $16M 59k 275.65
Microsoft Corp Common Stock (MSFT) 3.9 $10M 21k 497.41
Walmart Common Stock (WMT) 3.3 $8.9M 91k 97.78
Apple Common Stock (AAPL) 3.3 $8.8M 43k 205.17
Jpmorgan MF Closed and MF Open (JPST) 3.2 $8.4M 165k 50.68
Goldman Sachs Common Stock (GS) 3.1 $8.1M 11k 707.75
Amazon Common Stock (AMZN) 2.9 $7.7M 35k 219.39
Waste Management Common Stock (WM) 2.7 $7.1M 31k 228.82
Analog Devices Common Stock (ADI) 2.6 $7.0M 29k 238.02
Corning Common Stock (GLW) 2.5 $6.5M 124k 52.59
Bank New York Common Stock (BK) 2.2 $5.9M 65k 91.11
Entergy Corp Common Stock (ETR) 2.2 $5.9M 71k 83.12
Alphabet Common Stock (GOOGL) 2.2 $5.8M 33k 176.23
Garmin Common Stock (GRMN) 2.1 $5.6M 27k 208.72
Jpmorgan MF Closed and MF Open (JPLD) 2.1 $5.5M 105k 52.23
Mcdonalds Corp Common Stock (MCD) 1.9 $5.2M 18k 292.17
At&t Common Stock (T) 1.9 $5.1M 178k 28.94
Verizon Communications Common Stock (VZ) 1.9 $4.9M 114k 43.27
Home Depot Common Stock (HD) 1.8 $4.7M 13k 366.64
Telus Corp Common Stock (TU) 1.7 $4.5M 283k 16.06
Rtx Corp Common Stock (RTX) 1.7 $4.4M 30k 146.02
Pnc Financial Common Stock (PNC) 1.6 $4.3M 23k 186.42
Cisco Systems Common Stock (CSCO) 1.6 $4.3M 62k 69.38
Salesforce Common Stock (CRM) 1.6 $4.3M 16k 272.69
Comcast Corp Common Stock (CMCSA) 1.5 $4.0M 113k 35.69
Electronic Arts Common Stock (EA) 1.5 $3.9M 24k 159.70
Lockheed Martin Common Stock (LMT) 1.5 $3.9M 8.4k 463.14
Nvidia Corp Common Stock (NVDA) 1.4 $3.8M 24k 157.99
Chevron Corp Common Stock (CVX) 1.4 $3.8M 27k 143.19
Medtronic Common Stock (MDT) 1.4 $3.8M 43k 87.17
Best Buy Common Stock (BBY) 1.4 $3.6M 54k 67.13
Hasbro Common Stock (HAS) 1.3 $3.6M 48k 73.82
Bristol Myers Common Stock (BMY) 1.3 $3.4M 74k 46.29
Pfizer Common Stock (PFE) 1.3 $3.4M 141k 24.24
Uber Technologies Common Stock (UBER) 1.2 $3.2M 34k 93.30
General Dynamics Common Stock (GD) 1.1 $3.0M 10k 291.66
Cboe Global Common Stock (CBOE) 1.1 $2.9M 13k 233.21
Ishares 1-5 MF Closed and MF Open (IGSB) 1.1 $2.8M 54k 52.76
Blackstone Common Stock (BX) 1.1 $2.8M 19k 149.58
3m Company Common Stock (MMM) 1.0 $2.7M 18k 152.24
Adobe Common Stock (ADBE) 1.0 $2.7M 7.1k 386.88
Pacer Data MF Closed and MF Open (SRVR) 1.0 $2.7M 82k 32.32
Kraft Heinz Common Stock (KHC) 1.0 $2.5M 98k 25.82
Materials Select MF Closed and MF Open (XLB) 0.9 $2.3M 27k 87.81
Dexcom Common Stock (DXCM) 0.9 $2.3M 26k 87.29
Truist Financial Common Stock (TFC) 0.8 $2.1M 49k 42.99
Capital One Common Stock (COF) 0.8 $2.1M 9.7k 212.76
Zoetis Common Stock (ZTS) 0.7 $1.9M 12k 155.95
Crowdstrike Holdings Common Stock (CRWD) 0.7 $1.9M 3.8k 509.31
Nextera Energy Common Stock (NEE) 0.7 $1.9M 27k 69.42
Berkshire Hathaway Common Stock (BRK.B) 0.7 $1.9M 3.9k 485.77
Paypal Holdings Common Stock (PYPL) 0.6 $1.6M 22k 74.32
Enbridge Common Stock (ENB) 0.5 $1.4M 32k 45.32
Ishares Global MF Closed and MF Open (MXI) 0.5 $1.4M 17k 85.47
Servicenow Common Stock (NOW) 0.5 $1.4M 1.3k 1028.08
Nuveen Amt MF Closed and MF Open (NVG) 0.5 $1.4M 115k 11.93
Accenture Common Stock (ACN) 0.5 $1.3M 4.4k 298.89
Nuveen Quality MF Closed and MF Open (NAD) 0.5 $1.3M 116k 11.29
Conagra Brands Common Stock (CAG) 0.5 $1.3M 62k 20.47
Pepsico Common Stock (PEP) 0.4 $1.2M 9.0k 132.04
Lululemon Athletica Common Stock (LULU) 0.4 $1.1M 4.4k 237.58
Sherwin Williams Common Stock (SHW) 0.4 $1.0M 3.0k 343.36
Real Estate MF Closed and MF Open (XLRE) 0.4 $1.0M 25k 41.42
Ishares Core MF Closed and MF Open (IVV) 0.4 $944k 1.5k 620.90
Exxon Mobil Common Stock (XOM) 0.3 $924k 8.6k 107.80
Invesco S&p MF Closed and MF Open (RSP) 0.3 $877k 4.8k 181.74
Cigna Group Common Stock (CI) 0.3 $866k 2.6k 330.58
Labcorp Holdings Common Stock (LH) 0.3 $725k 2.8k 262.51
Amgen Common Stock (AMGN) 0.2 $573k 2.1k 279.21
Bank America Common Stock (BAC) 0.2 $563k 12k 47.32
Visa Common Stock (V) 0.2 $559k 1.6k 355.05
Halliburton Company Common Stock (HAL) 0.2 $477k 23k 20.38
Intuitive Surgical Common Stock (ISRG) 0.2 $477k 877.00 543.41
Walt Disney Common Stock (DIS) 0.2 $450k 3.6k 124.01
Duff & Phelps MF Closed and MF Open (DPG) 0.1 $397k 32k 12.41
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $358k 3.3k 109.50
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $331k 6.1k 54.38
Target Corp Common Stock (TGT) 0.1 $326k 3.3k 98.65
Procter & Gamble Common Stock (PG) 0.1 $274k 1.7k 159.32
Ishares Russell MF Closed and MF Open (IWM) 0.1 $253k 1.2k 215.79
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $252k 4.9k 51.51
Ishares Core MF Closed and MF Open (AGG) 0.1 $252k 2.5k 99.20
Suburban Propane Oil & Gas, Real Estate and REIT (SPH) 0.1 $249k 14k 18.53
Micron Technology Common Stock (MU) 0.1 $247k 2.0k 123.25
Intl Paper Common Stock (IP) 0.1 $217k 4.6k 46.83
Altria Group Common Stock (MO) 0.1 $212k 3.6k 58.63
Eaton Vance MF Closed and MF Open (ETB) 0.1 $181k 13k 14.44
Valley National Common Stock (VLY) 0.1 $143k 16k 8.93
Generation Income Common Stock (GIPR) 0.0 $73k 50k 1.46
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW) 0.0 $2.8k 50k 0.06