Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2026

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Common Stock (AVGO) 5.7 $17M 56k 309.51
Corning Common Stock (GLW) 4.2 $13M 93k 135.97
Jpmorgan MF Closed and MF Open (JPST) 3.9 $12M 233k 50.61
Microsoft Corp Common Stock (MSFT) 3.8 $11M 31k 370.17
Apple Common Stock (AAPL) 3.3 $10M 39k 253.79
Walmart Common Stock (WMT) 3.3 $9.9M 80k 124.28
Jpmorgan MF Closed and MF Open (JPLD) 3.2 $9.7M 185k 52.19
Analog Devices Common Stock (ADI) 3.0 $9.2M 29k 318.14
Alphabet Common Stock (GOOGL) 2.8 $8.5M 30k 287.56
Goldman Sachs Common Stock (GS) 2.8 $8.5M 10k 845.99
Entergy Corp Common Stock (ETR) 2.5 $7.4M 66k 112.36
Verizon Communications Common Stock (VZ) 2.4 $7.4M 148k 50.20
Waste Management Common Stock (WM) 2.4 $7.1M 31k 229.79
Bank New York Common Stock (BK) 2.2 $6.6M 56k 118.63
Amazon Common Stock (AMZN) 2.2 $6.6M 32k 208.27
Garmin Common Stock (GRMN) 2.1 $6.4M 28k 232.01
Chevron Corp Common Stock (CVX) 2.0 $6.0M 29k 206.90
Mcdonalds Corp Common Stock (MCD) 2.0 $5.9M 19k 310.79
Hasbro Common Stock (HAS) 1.7 $5.0M 54k 93.60
Pnc Financial Common Stock (PNC) 1.6 $5.0M 24k 208.09
At&t Common Stock (T) 1.6 $4.9M 170k 28.99
Rtx Corp Common Stock (RTX) 1.6 $4.9M 25k 192.90
Best Buy Common Stock (BBY) 1.6 $4.8M 75k 64.20
Lockheed Martin Common Stock (LMT) 1.6 $4.7M 7.8k 604.39
Cisco Systems Common Stock (CSCO) 1.5 $4.7M 60k 77.59
Bristol Myers Common Stock (BMY) 1.5 $4.4M 72k 60.65
Nvidia Corp Common Stock (NVDA) 1.4 $4.3M 25k 174.40
Principal Us MF Closed and MF Open (PSC) 1.4 $4.3M 74k 57.32
Medtronic Common Stock (MDT) 1.3 $4.0M 47k 86.65
Jpmorgan Hedged MF Closed and MF Open (HELO) 1.3 $4.0M 63k 63.91
3m Company Common Stock (MMM) 1.3 $4.0M 28k 145.23
Blackstone Common Stock (BX) 1.3 $4.0M 35k 114.99
Home Depot Common Stock (HD) 1.3 $3.8M 12k 328.89
Cboe Global Common Stock (CBOE) 1.1 $3.3M 12k 281.07
General Dynamics Common Stock (GD) 1.1 $3.2M 9.4k 343.22
Uber Technologies Common Stock (UBER) 1.0 $3.1M 43k 71.93
Salesforce Common Stock (CRM) 0.9 $2.8M 15k 186.67
Ishares 1-5 MF Closed and MF Open (IGSB) 0.9 $2.8M 53k 52.56
Ishares Global MF Closed and MF Open (MXI) 0.9 $2.6M 25k 106.22
Pfizer Common Stock (PFE) 0.8 $2.6M 91k 28.08
State Street MF Closed and MF Open (XLB) 0.8 $2.5M 50k 49.97
Nextera Energy Common Stock (NEE) 0.8 $2.4M 26k 92.88
Telus Corp Common Stock (TU) 0.7 $2.2M 168k 12.83
Servicenow Common Stock (NOW) 0.7 $2.1M 20k 104.55
Spotify Technology Common Stock (SPOT) 0.7 $2.1M 4.2k 484.91
Realty Income Common Stock (O) 0.7 $2.0M 33k 61.18
Truist Financial Common Stock (TFC) 0.7 $2.0M 43k 45.97
Albertsons Cos Common Stock (ACI) 0.6 $1.9M 114k 17.04
Zoetis Common Stock (ZTS) 0.6 $1.9M 16k 118.21
Visa Common Stock (V) 0.6 $1.8M 6.1k 302.24
Capital One Common Stock (COF) 0.6 $1.7M 9.2k 182.43
Costco Wholesale Common Stock (COST) 0.5 $1.6M 1.6k 996.43
Comcast Corp Common Stock (CMCSA) 0.5 $1.6M 56k 28.71
Exxon Mobil Common Stock (XOM) 0.5 $1.5M 8.6k 169.66
Crowdstrike Holdings Common Stock (CRWD) 0.5 $1.5M 3.7k 390.41
Netflix Common Stock (NFLX) 0.5 $1.4M 14k 96.15
Enbridge Common Stock (ENB) 0.5 $1.4M 25k 54.14
Pepsico Common Stock (PEP) 0.4 $1.4M 8.7k 155.29
Nuveen Amt MF Closed and MF Open (NVG) 0.4 $1.3M 109k 12.33
Nuveen Quality MF Closed and MF Open (NAD) 0.4 $1.3M 115k 11.50
Accenture Common Stock (ACN) 0.4 $1.2M 6.1k 198.29
Ishares Core MF Closed and MF Open (IVV) 0.3 $993k 1.5k 653.21
Ishares Short MF Closed and MF Open (SHYM) 0.3 $991k 45k 22.02
Invesco S&p MF Closed and MF Open (RSP) 0.3 $971k 5.1k 191.92
Sherwin Williams Common Stock (SHW) 0.3 $962k 3.0k 320.55
State Street MF Closed and MF Open (XLRE) 0.3 $892k 22k 40.83
Berkshire Hathaway Common Stock (BRK.B) 0.3 $851k 1.8k 479.20
Cigna Group Common Stock (CI) 0.3 $844k 3.2k 266.75
Target Corp Common Stock (TGT) 0.3 $812k 6.7k 121.20
Amgen Common Stock (AMGN) 0.3 $805k 2.3k 351.85
Halliburton Company Common Stock (HAL) 0.2 $755k 19k 38.99
Kla Corp Common Stock (KLAC) 0.2 $751k 510.00 1472.41
Labcorp Holdings Common Stock (LH) 0.2 $714k 2.7k 266.81
Intuitive Surgical Common Stock (ISRG) 0.2 $524k 1.1k 460.99
Micron Technology Common Stock (MU) 0.2 $507k 1.5k 337.84
Pimco 0-5 MF Closed and MF Open (HYS) 0.2 $499k 5.4k 93.27
Bank America Common Stock (BAC) 0.2 $485k 10k 48.75
Duff & Phelps MF Closed and MF Open (DPG) 0.2 $462k 32k 14.44
State Street MF Closed and MF Open (SPMD) 0.1 $360k 6.1k 59.22
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $343k 9.1k 37.84
Reddit Common Stock (RDDT) 0.1 $317k 2.4k 134.65
Suburban Propane Oil & Gas, Real Estate and REIT (SPH) 0.1 $265k 14k 19.69
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $262k 3.3k 80.05
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $257k 4.5k 57.07
Procter & Gamble Common Stock (PG) 0.1 $248k 1.7k 144.44
Altria Group Common Stock (MO) 0.1 $222k 3.4k 65.99
Flexshares Morningstar MF Closed and MF Open (TILT) 0.1 $221k 916.00 241.37
Ishares Russell MF Closed and MF Open (IWM) 0.1 $217k 874.00 248.00
Dimensional Us MF Closed and MF Open (DFUV) 0.1 $206k 4.3k 48.46
Abbvie Common Stock (ABBV) 0.1 $206k 945.00 217.49
Valley National Common Stock (VLY) 0.1 $196k 16k 12.28
Generation Income Common Stock (GIPR) 0.0 $13k 50k 0.26
Generation Income Rights and Bearer Warrants; Warrants (except Bearer) (GIPRW) 0.0 $1.2k 50k 0.02