Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2026

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 94 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Corning Incorporated (GLW) 6.9 $23M 88k 255.43
Broadcom (AVGO) 6.6 $21M 57k 377.75
Microsoft Corporation (MSFT) 3.7 $12M 33k 373.02
Analog Devices (ADI) 3.5 $11M 29k 397.17
Apple (AAPL) 3.4 $11M 39k 289.36
Alphabet Cap Stk Cl A (GOOGL) 3.2 $11M 30k 357.37
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 3.1 $10M 192k 52.19
Goldman Sachs (GS) 2.9 $9.4M 9.3k 1011.37
Wal-Mart Stores (WMT) 2.8 $9.0M 80k 113.26
Bank of New York Mellon Corporation (BNY) 2.4 $7.9M 54k 144.61
Garmin SHS (GRMN) 2.3 $7.6M 32k 237.54
Entergy Corporation (ETR) 2.3 $7.6M 66k 114.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $7.5M 149k 50.57
Amazon (AMZN) 2.3 $7.4M 31k 238.34
Waste Management (WM) 2.2 $7.1M 32k 222.88
Cisco Systems (CSCO) 2.1 $7.0M 60k 117.46
Verizon Communications (VZ) 1.9 $6.2M 147k 42.34
PNC Financial Services (PNC) 1.8 $5.9M 24k 246.22
Best Buy (BBY) 1.7 $5.7M 75k 75.88
At&t (T) 1.7 $5.4M 262k 20.70
McDonald's Corporation (MCD) 1.6 $5.3M 20k 270.31
Principal Exchange Traded Prin U S Small (PSC) 1.6 $5.2M 74k 70.12
NVIDIA Corporation (NVDA) 1.6 $5.1M 26k 200.09
Chevron Corporation (CVX) 1.5 $5.0M 30k 165.76
Lockheed Martin Corporation (LMT) 1.5 $4.9M 9.6k 509.47
Home Depot (HD) 1.4 $4.7M 13k 352.68
3M Company (MMM) 1.4 $4.6M 29k 161.91
Blackstone Group Inc Com Cl A (BX) 1.4 $4.5M 38k 117.67
Hasbro (HAS) 1.4 $4.5M 54k 82.59
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 1.3 $4.4M 64k 67.58
Bristol Myers Squibb (BMY) 1.3 $4.3M 75k 57.62
Raytheon Technologies Corp (RTX) 1.2 $4.1M 21k 189.73
Medtronic SHS (MDT) 1.1 $3.7M 47k 78.23
General Dynamics Corporation (GD) 1.0 $3.4M 9.6k 354.24
Albertsons Companies Common Stock (ACI) 1.0 $3.2M 237k 13.53
Uber Technologies (UBER) 0.9 $3.0M 42k 72.16
Ishares Tr Global Mater Etf (MXI) 0.9 $2.9M 27k 105.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $2.8M 53k 52.41
Realty Income (O) 0.8 $2.6M 42k 61.96
CBOE Holdings (CBOE) 0.8 $2.6M 11k 242.67
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.8 $2.5M 49k 50.83
Visa Com Cl A (V) 0.7 $2.4M 7.1k 343.09
salesforce (CRM) 0.7 $2.4M 15k 156.66
Nextera Energy (NEE) 0.7 $2.3M 26k 87.77
Truist Financial Corp equities (TFC) 0.6 $2.1M 42k 49.82
Pfizer (PFE) 0.6 $2.0M 84k 24.08
Servicenow (NOW) 0.6 $1.9M 20k 99.28
Comcast Corp Cl A (CMCSA) 0.6 $1.9M 78k 24.55
Capital One Financial (COF) 0.6 $1.9M 9.3k 200.62
Spotify Technology S A SHS (SPOT) 0.6 $1.8M 4.0k 459.13
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.7M 14k 124.44
Micron Technology (MU) 0.5 $1.5M 1.3k 1154.29
Costco Wholesale Corporation (COST) 0.5 $1.5M 1.6k 935.47
Kla Corp Com New (KLAC) 0.4 $1.4M 4.8k 301.71
Nuveen Div. Advantage Muni. Fund (NAD) 0.4 $1.4M 115k 12.12
Nuveen Insd Dividend Advantage (NVG) 0.4 $1.4M 108k 12.80
Enbridge (ENB) 0.4 $1.4M 25k 54.21
Telus Ord (TU) 0.4 $1.3M 123k 10.57
Pepsi (PEP) 0.4 $1.2M 8.9k 135.40
Exxon Mobil Corporation (XOM) 0.4 $1.2M 8.7k 136.72
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 1.5k 748.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.1k 212.77
Netflix (NFLX) 0.3 $1.0M 14k 71.40
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) 0.3 $1.0M 45k 22.45
Sherwin-Williams Company (SHW) 0.3 $984k 2.9k 344.32
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.3 $952k 22k 44.03
Cigna Corp (CI) 0.3 $914k 3.3k 275.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $888k 1.8k 500.39
Target Corporation (TGT) 0.3 $856k 6.6k 130.61
Amgen (AMGN) 0.2 $810k 2.2k 362.12
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $751k 8.0k 93.52
Labcorp Holdings Com Shs (LH) 0.2 $744k 2.7k 280.00
Reddit Cl A (RDDT) 0.2 $575k 3.3k 173.58
Bank of America Corporation (BAC) 0.2 $539k 9.5k 56.98
Halliburton Company (HAL) 0.2 $507k 15k 33.95
Duff & Phelps Global (DPG) 0.1 $475k 32k 14.84
Intuitive Surgical Com New (ISRG) 0.1 $422k 1.1k 397.68
Broadridge Financial Solutions (BR) 0.1 $416k 3.0k 136.95
Spdr Series Trust St Str P400mid (SPMD) 0.1 $411k 6.1k 67.56
Enterprise Products Partners (EPD) 0.1 $333k 9.1k 36.76
Crowdstrike Hldgs Cl A (CRWD) 0.1 $327k 428.00 763.14
Ishares Tr Expanded Tech (IGV) 0.1 $296k 3.3k 90.60
Ge Vernova (GEV) 0.1 $263k 224.00 1174.86
MPLX Com Unit Rep Ltd (MPLX) 0.1 $254k 4.5k 56.33
Flexshares Tr Mornstar Usmkt (TILT) 0.1 $253k 916.00 276.07
Procter & Gamble Company (PG) 0.1 $252k 1.7k 146.64
Altria (MO) 0.1 $242k 3.4k 71.95
Ge Aerospace Com New (GE) 0.1 $239k 639.00 373.73
Abbvie (ABBV) 0.1 $238k 945.00 251.64
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $234k 4.3k 55.01
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $230k 14k 17.10
Valley National Ban (VLY) 0.1 $215k 15k 14.65
Generation Income Pptys Com New (GIPR) 0.0 $8.4k 50k 0.17
Generation Income Pptys *w Exp 99/99/999 (GIPRW) 0.0 $2.1k 50k 0.04