Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2025

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 95 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Common Stock (AVGO) 6.3 $19M 57k 329.91
Microsoft Corp Common Stock (MSFT) 4.6 $14M 27k 517.95
Apple Common Stock (AAPL) 3.5 $11M 42k 254.63
Jpmorgan MF Closed and MF Open (JPST) 3.4 $10M 199k 50.73
Corning Common Stock (GLW) 3.3 $9.8M 120k 82.03
Walmart Common Stock (WMT) 3.1 $9.3M 90k 103.06
Goldman Sachs Common Stock (GS) 2.8 $8.3M 11k 796.35
Alphabet Common Stock (GOOGL) 2.6 $7.9M 32k 243.10
Amazon Common Stock (AMZN) 2.4 $7.3M 33k 219.57
Analog Devices Common Stock (ADI) 2.4 $7.2M 29k 245.70
Waste Management Common Stock (WM) 2.3 $7.0M 32k 220.83
Bank New York Common Stock (BK) 2.3 $6.8M 63k 108.96
Entergy Corp Common Stock (ETR) 2.2 $6.6M 71k 93.19
Garmin Common Stock (GRMN) 2.2 $6.5M 26k 246.22
Jpmorgan MF Closed and MF Open (JPLD) 2.0 $5.9M 113k 52.48
Mcdonalds Corp Common Stock (MCD) 1.8 $5.4M 18k 303.89
Verizon Communications Common Stock (VZ) 1.7 $5.2M 118k 43.95
Home Depot Common Stock (HD) 1.7 $5.0M 12k 405.19
At&t Common Stock (T) 1.7 $5.0M 176k 28.24
Comcast Corp Common Stock (CMCSA) 1.6 $4.9M 156k 31.42
Nvidia Corp Common Stock (NVDA) 1.6 $4.8M 26k 186.58
Electronic Arts Common Stock (EA) 1.6 $4.7M 23k 201.70
Pnc Financial Common Stock (PNC) 1.5 $4.6M 23k 200.93
Blackstone Common Stock (BX) 1.5 $4.6M 27k 170.85
Rtx Corp Common Stock (RTX) 1.5 $4.6M 27k 167.33
Lockheed Martin Common Stock (LMT) 1.4 $4.3M 8.6k 499.21
Jpmorgan Hedged MF Closed and MF Open (HELO) 1.4 $4.2M 65k 65.00
Principal Us MF Closed and MF Open (PSC) 1.4 $4.2M 74k 56.97
Cisco Systems Common Stock (CSCO) 1.4 $4.2M 61k 68.42
Medtronic Common Stock (MDT) 1.4 $4.2M 44k 95.24
Hasbro Common Stock (HAS) 1.4 $4.2M 55k 75.85
Chevron Corp Common Stock (CVX) 1.4 $4.1M 27k 155.29
Best Buy Common Stock (BBY) 1.4 $4.1M 54k 75.62
Telus Corp Common Stock (TU) 1.4 $4.1M 260k 15.77
Pfizer Common Stock (PFE) 1.3 $3.8M 147k 25.48
Salesforce Common Stock (CRM) 1.2 $3.7M 16k 237.00
Bristol Myers Common Stock (BMY) 1.2 $3.5M 78k 45.10
General Dynamics Common Stock (GD) 1.2 $3.5M 10k 341.00
Uber Technologies Common Stock (UBER) 1.1 $3.4M 35k 97.97
Kraft Heinz Common Stock (KHC) 1.1 $3.4M 130k 26.04
Servicenow Common Stock (NOW) 1.1 $3.2M 3.5k 920.28
Cboe Global Common Stock (CBOE) 1.0 $3.1M 13k 245.25
3m Company Common Stock (MMM) 1.0 $2.9M 18k 155.18
Ishares 1-5 MF Closed and MF Open (IGSB) 0.9 $2.8M 54k 53.03
Pacer Data MF Closed and MF Open (SRVR) 0.9 $2.7M 85k 31.68
Materials Select MF Closed and MF Open (XLB) 0.8 $2.4M 27k 89.62
Truist Financial Common Stock (TFC) 0.8 $2.3M 49k 45.72
Capital One Common Stock (COF) 0.7 $2.1M 9.8k 212.58
Nextera Energy Common Stock (NEE) 0.7 $2.1M 28k 75.49
Berkshire Hathaway Common Stock (BRK.B) 0.6 $1.9M 3.9k 502.74
Crowdstrike Holdings Common Stock (CRWD) 0.6 $1.8M 3.8k 490.38
Spotify Technology Common Stock (SPOT) 0.6 $1.8M 2.6k 698.00
Ishares Global MF Closed and MF Open (MXI) 0.5 $1.6M 17k 92.47
Costco Wholesale Common Stock (COST) 0.5 $1.5M 1.6k 925.63
Zoetis Common Stock (ZTS) 0.5 $1.5M 10k 146.32
Nuveen Amt MF Closed and MF Open (NVG) 0.5 $1.4M 115k 12.29
Nuveen Quality MF Closed and MF Open (NAD) 0.5 $1.4M 116k 11.69
Enbridge Common Stock (ENB) 0.4 $1.3M 25k 50.46
Pepsico Common Stock (PEP) 0.4 $1.3M 9.0k 140.44
Accenture Common Stock (ACN) 0.4 $1.2M 5.0k 246.60
Real Estate MF Closed and MF Open (XLRE) 0.3 $1.0M 25k 42.13
Sherwin Williams Common Stock (SHW) 0.3 $1.0M 3.0k 346.26
Ishares Core MF Closed and MF Open (IVV) 0.3 $1.0M 1.5k 669.30
Exxon Mobil Common Stock (XOM) 0.3 $967k 8.6k 112.75
Invesco S&p MF Closed and MF Open (RSP) 0.3 $930k 4.9k 189.70
Cigna Group Common Stock (CI) 0.3 $912k 3.2k 288.25
Paypal Holdings Common Stock (PYPL) 0.3 $804k 12k 67.06
Labcorp Holdings Common Stock (LH) 0.3 $754k 2.6k 287.06
Dexcom Common Stock (DXCM) 0.2 $660k 9.8k 67.29
Amgen Common Stock (AMGN) 0.2 $647k 2.3k 282.20
Kla Corp Common Stock (KLAC) 0.2 $628k 582.00 1078.60
Halliburton Company Common Stock (HAL) 0.2 $607k 25k 24.60
Visa Common Stock (V) 0.2 $587k 1.7k 341.38
Bank America Common Stock (BAC) 0.2 $578k 11k 51.59
Duff & Phelps MF Closed and MF Open (DPG) 0.1 $413k 32k 12.91
Intuitive Surgical Common Stock (ISRG) 0.1 $406k 907.00 447.23
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $376k 3.3k 115.01
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $348k 6.1k 57.19
Target Corp Common Stock (TGT) 0.1 $344k 3.8k 89.70
Micron Technology Common Stock (MU) 0.1 $335k 2.0k 167.32
Walt Disney Common Stock (DIS) 0.1 $303k 2.7k 114.50
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $283k 9.1k 31.27
Procter & Gamble Common Stock (PG) 0.1 $264k 1.7k 153.65
Pimco 0-5 MF Closed and MF Open (HYS) 0.1 $256k 2.7k 95.68
Suburban Propane Oil & Gas, Real Estate and REIT (SPH) 0.1 $251k 14k 18.65
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $245k 4.9k 49.95
Altria Group Common Stock (MO) 0.1 $239k 3.6k 66.06
Abbvie Common Stock (ABBV) 0.1 $219k 945.00 231.54
Ishares Russell MF Closed and MF Open (IWM) 0.1 $218k 901.00 241.96
Intl Paper Common Stock (IP) 0.1 $215k 4.6k 46.40
Jpmorgan Chase Common Stock (JPM) 0.1 $202k 640.00 315.43
Valley National Common Stock (VLY) 0.1 $169k 16k 10.60
Eaton Vance MF Closed and MF Open (ETB) 0.1 $158k 11k 15.00
Generation Income Common Stock (GIPR) 0.0 $46k 50k 0.92
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW) 0.0 $3.3k 50k 0.07