Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Dec. 31, 2025

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Common Stock (AVGO) 6.8 $20M 57k 346.10
Microsoft Corp Common Stock (MSFT) 4.7 $14M 28k 483.62
Apple Common Stock (AAPL) 3.8 $11M 40k 271.86
Corning Common Stock (GLW) 3.6 $10M 119k 87.56
Jpmorgan MF Closed and MF Open (JPST) 3.4 $10M 197k 50.59
Walmart Common Stock (WMT) 3.4 $9.8M 88k 111.41
Alphabet Common Stock (GOOGL) 3.3 $9.6M 31k 313.00
Goldman Sachs Common Stock (GS) 3.1 $9.0M 10k 879.00
Analog Devices Common Stock (ADI) 2.7 $8.0M 29k 271.20
Amazon Common Stock (AMZN) 2.5 $7.4M 32k 230.82
Bank New York Common Stock (BK) 2.4 $7.0M 60k 116.09
Waste Management Common Stock (WM) 2.3 $6.8M 31k 219.71
Entergy Corp Common Stock (ETR) 2.2 $6.3M 69k 92.43
Verizon Communications Common Stock (VZ) 2.1 $6.1M 151k 40.73
Jpmorgan MF Closed and MF Open (JPLD) 2.1 $6.1M 117k 52.34
Mcdonalds Corp Common Stock (MCD) 2.1 $6.0M 20k 305.63
Garmin Common Stock (GRMN) 1.9 $5.6M 28k 202.85
Pnc Financial Common Stock (PNC) 1.7 $4.9M 24k 208.73
Cisco Systems Common Stock (CSCO) 1.6 $4.7M 61k 77.03
Rtx Corp Common Stock (RTX) 1.6 $4.7M 26k 183.40
Nvidia Corp Common Stock (NVDA) 1.6 $4.6M 24k 186.50
Hasbro Common Stock (HAS) 1.5 $4.5M 54k 82.00
Blackstone Common Stock (BX) 1.5 $4.4M 29k 154.14
Principal Us MF Closed and MF Open (PSC) 1.5 $4.4M 76k 57.73
At&t Common Stock (T) 1.5 $4.3M 174k 24.84
Medtronic Common Stock (MDT) 1.5 $4.3M 44k 96.06
Chevron Corp Common Stock (CVX) 1.4 $4.2M 27k 152.41
Home Depot Common Stock (HD) 1.4 $4.1M 12k 344.10
Jpmorgan Hedged MF Closed and MF Open (HELO) 1.4 $4.0M 60k 66.43
Salesforce Common Stock (CRM) 1.4 $3.9M 15k 264.91
Bristol Myers Common Stock (BMY) 1.3 $3.9M 73k 53.94
Lockheed Martin Common Stock (LMT) 1.3 $3.8M 7.8k 483.67
Electronic Arts Common Stock (EA) 1.3 $3.8M 19k 204.33
Best Buy Common Stock (BBY) 1.1 $3.3M 50k 66.93
General Dynamics Common Stock (GD) 1.1 $3.2M 9.5k 336.66
Cboe Global Common Stock (CBOE) 1.0 $3.0M 12k 251.00
Uber Technologies Common Stock (UBER) 1.0 $3.0M 36k 81.71
3m Company Common Stock (MMM) 1.0 $3.0M 19k 160.10
Ishares 1-5 MF Closed and MF Open (IGSB) 1.0 $2.8M 53k 52.88
Servicenow Common Stock (NOW) 0.9 $2.5M 16k 153.19
Pfizer Common Stock (PFE) 0.8 $2.4M 98k 24.90
Truist Financial Common Stock (TFC) 0.8 $2.3M 47k 49.21
State Street MF Closed and MF Open (XLB) 0.8 $2.3M 50k 45.35
Capital One Common Stock (COF) 0.8 $2.2M 9.2k 242.36
Nextera Energy Common Stock (NEE) 0.7 $2.2M 27k 80.28
Spotify Technology Common Stock (SPOT) 0.7 $2.0M 3.4k 580.71
Telus Corp Common Stock (TU) 0.7 $2.0M 150k 13.17
Visa Common Stock (V) 0.6 $1.8M 5.2k 350.71
Crowdstrike Holdings Common Stock (CRWD) 0.6 $1.7M 3.7k 468.76
Realty Income Common Stock (O) 0.6 $1.7M 31k 56.37
Ishares Global MF Closed and MF Open (MXI) 0.6 $1.6M 17k 96.64
Costco Wholesale Common Stock (COST) 0.5 $1.4M 1.6k 862.34
Nuveen Quality MF Closed and MF Open (NAD) 0.5 $1.4M 115k 12.02
Nuveen Amt MF Closed and MF Open (NVG) 0.5 $1.4M 109k 12.66
Pepsico Common Stock (PEP) 0.4 $1.3M 9.0k 143.52
Enbridge Common Stock (ENB) 0.4 $1.2M 25k 47.83
Comcast Corp Common Stock (CMCSA) 0.4 $1.2M 41k 29.89
Accenture Common Stock (ACN) 0.4 $1.1M 4.3k 268.30
Ishares Core MF Closed and MF Open (IVV) 0.4 $1.0M 1.5k 684.94
Exxon Mobil Common Stock (XOM) 0.4 $1.0M 8.6k 120.34
Ishares Short MF Closed and MF Open (SHYM) 0.3 $1000k 45k 22.22
Sherwin Williams Common Stock (SHW) 0.3 $972k 3.0k 324.03
Invesco S&p MF Closed and MF Open (RSP) 0.3 $969k 5.1k 191.56
Kraft Heinz Common Stock (KHC) 0.3 $897k 37k 24.25
State Street MF Closed and MF Open (XLRE) 0.3 $896k 22k 40.35
Berkshire Hathaway Common Stock (BRK.B) 0.3 $892k 1.8k 502.65
Cigna Group Common Stock (CI) 0.3 $871k 3.2k 275.23
Amgen Common Stock (AMGN) 0.3 $726k 2.2k 327.31
Labcorp Holdings Common Stock (LH) 0.2 $653k 2.6k 250.88
Kla Corp Common Stock (KLAC) 0.2 $620k 510.00 1215.08
Bank America Common Stock (BAC) 0.2 $602k 11k 55.00
Intuitive Surgical Common Stock (ISRG) 0.2 $602k 1.1k 566.36
Halliburton Company Common Stock (HAL) 0.2 $574k 20k 28.26
Target Corp Common Stock (TGT) 0.2 $473k 4.8k 97.75
Micron Technology Common Stock (MU) 0.1 $428k 1.5k 285.41
Duff & Phelps MF Closed and MF Open (DPG) 0.1 $407k 32k 12.71
Paypal Holdings Common Stock (PYPL) 0.1 $367k 6.3k 58.38
State Street MF Closed and MF Open (SPMD) 0.1 $352k 6.1k 57.91
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $345k 3.3k 105.69
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $290k 9.1k 32.06
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $262k 4.9k 53.37
Pimco 0-5 MF Closed and MF Open (HYS) 0.1 $254k 2.7k 94.82
Suburban Propane Oil & Gas, Real Estate and REIT (SPH) 0.1 $250k 14k 18.54
Procter & Gamble Common Stock (PG) 0.1 $246k 1.7k 143.31
Flexshares Morningstar MF Closed and MF Open (TILT) 0.1 $228k 916.00 248.69
Abbvie Common Stock (ABBV) 0.1 $216k 945.00 228.49
Ishares Russell MF Closed and MF Open (IWM) 0.1 $215k 874.00 246.16
Walt Disney Common Stock (DIS) 0.1 $211k 1.9k 113.77
Altria Group Common Stock (MO) 0.1 $206k 3.6k 57.66
Valley National Common Stock (VLY) 0.1 $187k 16k 11.68
Generation Income Common Stock (GIPR) 0.0 $32k 50k 0.64
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW) 0.0 $2.6k 50k 0.05