Wealth Advisors of Tampa Bay, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Wealth Advisors of Tampa Bay, LLC reported 85 stock positions worth $233.5 million. Its top holding was Broadcom (AVGO) at 7.3% of the portfolio, followed by Apple (AAPL, 4.8%) and Walmart (WMT, 4.1%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 29 and reduced 39. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale Totalenergies SE -Spon ADR (TTE, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001715228
- Portfolio Value
- $233.5M (Q4 2024)
- SEC Filing
- 0001715228-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 85 stocks · $233.5M
| AVGO Broadcom Inc. | 7.25% | 73,040 | $16.9M | Reduce -1.5% |
| AAPL Apple Inc. | 4.83% | 45,030 | $11.3M | Add +0.4% |
| WMT Walmart Inc. | 4.07% | 105,072 | $9.5M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.75% | 20,784 | $8.8M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.29% | 35,052 | $7.7M | Add +0.3% |
| WM Waste Management Inc. | 2.94% | 33,985 | $6.9M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 2.82% | 11,498 | $6.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.65% | 32,748 | $6.2M | Reduce -0.6% |
| ADI Analog Devices Inc. | 2.63% | 28,893 | $6.1M | Add +3.5% |
| GLW Corning Inc. | 2.46% | 121,061 | $5.8M | Reduce -3.2% |
| GRMN Garmin Ltd. | 2.33% | 26,425 | $5.5M | Reduce -0.4% |
| ETR Entergy Corp. | 2.29% | 70,494 | $5.3M | Reduce -1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.23% | 67,720 | $5.2M | Reduce -1.9% |
| MCD McDonald's Corp. | 2.20% | 17,734 | $5.1M | Reduce -0.2% |
| HD Home Depot Inc. | 2.18% | 13,082 | $5.1M | Add +1.2% |
| CSCO Cisco Systems Inc. | 2.16% | 85,107 | $5.0M | Reduce -0.4% |
| CRM Salesforce Inc. | 2.15% | 15,001 | $5.0M | Reduce -16.9% |
| JPLD JPMorgan Ltd. Duration ETF | 1.87% | 84,650 | $4.4M | Add +1.6% |
| T AT&T Inc. | 1.85% | 189,527 | $4.3M | Reduce -0.4% |
| BBY Best Buy Co. Inc. | 1.79% | 48,621 | $4.2M | Add +4.6% |
| CMCSA Comcast Corp. Class A | 1.76% | 109,257 | $4.1M | Reduce -0.9% |
| BMY Bristol-Myers Squibb Co. | 1.74% | 71,778 | $4.1M | Add +0.4% |
| LMT Lockheed Martin Corp. | 1.58% | 7,570 | $3.7M | Add +40.8% |
| EA Electronic Arts Inc. | 1.56% | 24,850 | $3.6M | Reduce -1.8% |
| RTX RTX Corp. | 1.51% | 30,469 | $3.5M | Add +1.0% |
| TU Telus Corp. | 1.50% | 258,419 | $3.5M | Reduce -1.4% |
| PNC PNC Financial Services Group | 1.48% | 17,903 | $3.5M | Add +0.6% |
| MDT Medtronic PLC | 1.38% | 40,458 | $3.2M | Reduce -1.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.31% | 35,126 | $3.1M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.22% | 55,126 | $2.9M | No change |
| CVX Chevron Corp. | 1.22% | 19,635 | $2.8M | Add +30.0% |
| HAS Hasbro Inc. | 1.10% | 45,942 | $2.6M | Reduce -6.7% |
| GD General Dynamics Corp. | 1.08% | 9,543 | $2.5M | Add +14.7% |
| ADBE Adobe Inc. | 1.05% | 5,515 | $2.5M | Add +11.9% |
| VZ Verizon Communications Inc. | 1.02% | 59,650 | $2.4M | Reduce -35.3% |
| CBOE Cboe Global Markets Inc. | 1.01% | 12,012 | $2.3M | Add +9.8% |
| TTE Totalenergies SE -Spon ADR | 0.99% | 42,591 | $2.3M | Reduce -43.0% |
| SRVR Pacer Data & Infrastructure | 0.98% | 76,545 | $2.3M | Add +50.7% |
| XLB SS Materials Select Sector | 0.92% | 25,437 | $2.1M | Add +1.4% |
| CAG Conagra Brands Inc. | 0.89% | 74,758 | $2.1M | Add +10.9% |
| PFE Pfizer Inc. | 0.84% | 73,570 | $2.0M | Reduce -50.2% |
| UBER Uber Technologies Inc. | 0.79% | 30,749 | $1.9M | Add +4.4% |
| COF Capital One Financial Corp. | 0.77% | 10,048 | $1.8M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 0.76% | 24,731 | $1.8M | Add +14.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 3,725 | $1.7M | No change |
| LULU Lululemon Athletica Inc. | 0.71% | 4,327 | $1.7M | Add +1.4% |
| ZTS Zoetis Inc. | 0.68% | 9,743 | $1.6M | New |
| MMM 3M Co. | 0.62% | 11,135 | $1.4M | Add +0.3% |
| KHC The Kraft Heinz Co. | 0.61% | 46,454 | $1.4M | Reduce -46.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 4,131 | $1.4M | Reduce -0.7% |
| NVG Nuveen Amt-FR Muni CRDT | 0.61% | 115,252 | $1.4M | Reduce -0.4% |
| NOW ServiceNow Inc. | 0.59% | 1,302 | $1.4M | Reduce -15.2% |
| ENB Enbridge Inc. | 0.59% | 32,483 | $1.4M | Add +0.1% |
| NAD Nuveen Quality Municipal Inc. | 0.58% | 115,672 | $1.3M | Reduce -0.4% |
| DXCM Dexcom Inc. | 0.58% | 17,290 | $1.3M | Add +14.9% |
| MXI iShares Global Materials ETF | 0.50% | 14,948 | $1.2M | Reduce -38.4% |
| PYPL PayPal Holdings Inc. | 0.48% | 13,120 | $1.1M | Add +3.8% |
| SHW The Sherwin-Williams Co. | 0.44% | 3,002 | $1.0M | No change |
| XLRE SS Real Estate Select Sector | 0.43% | 24,783 | $1.0M | Reduce -2.5% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,646 | $969K | No change |
| TFC Truist Financial Corp. | 0.41% | 21,815 | $946K | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.39% | 8,461 | $910K | No change |
| MCHP Microchip Technology Inc. | 0.39% | 15,863 | $910K | Reduce -31.6% |
| NVDA Nvidia Corp. | 0.39% | 6,695 | $899K | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 17,994 | $791K | Reduce -1.3% |
| CI The Cigna Group | 0.31% | 2,620 | $723K | Reduce -33.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 5,206 | $580K | Reduce -22.7% |
| LH Labcorp Holdings Inc. | 0.24% | 2,446 | $561K | Reduce -70.8% |
| AMGN Amgen Inc. | 0.20% | 1,772 | $462K | Add +17.0% |
| V Visa Inc. Class A | 0.16% | 1,203 | $380K | Add +1.7% |
| DPG Duff & Phelps Utility & Inc. | 0.16% | 32,000 | $374K | No change |
| IGV iShares Expanded Tech-Softwa | 0.14% | 3,335 | $334K | No change |
| HSY The Hershey Co. | 0.14% | 1,965 | $333K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 6,080 | $333K | No change |
| PG The Procter & Gamble Co. | 0.12% | 1,722 | $289K | No change |
| IWM iShares Russell 2000 ETF | 0.11% | 1,163 | $257K | Reduce -4.8% |
| IP International Paper Co. | 0.11% | 4,625 | $249K | No change |
| EXPE Expedia Group Inc. | 0.10% | 1,305 | $243K | Reduce -90.7% |
| MPLX MPLX LP | 0.10% | 4,900 | $235K | No change |
| AGG iShares Core U.S. Aggregate | 0.10% | 2,397 | $232K | Add +4.9% |
| SPH Suburban Propane Partners LP | 0.10% | 13,455 | $231K | No change |
| PEP Pepsico Inc. | 0.09% | 1,420 | $216K | Reduce -78.4% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.09% | 13,966 | $209K | No change |
| VLY Valley National Bancorp | 0.06% | 15,979 | $145K | No change |
| GENERATION INCOME PPTYS INC | 0.04% | 50,000 | $91K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GIPRW Generation Income Proper -CW | *W EXP 99/99/999 | 50,000 | $7K | No change |
Total filed on the 13F, all lines: $233.5M.
Portfolio Sells Q3 2024 → Q4 2024
| TTE Totalenergies SE -Spon ADR | Reduce -43.0% | 0.99% | −1.02 |
| PFE Pfizer Inc. | Reduce -50.2% | 0.84% | −0.95 |
| EXPE Expedia Group Inc. | Reduce -90.7% | 0.10% | −0.77 |
| VZ Verizon Communications Inc. | Reduce -35.3% | 1.02% | −0.71 |
| KHC The Kraft Heinz Co. | Reduce -46.8% | 0.61% | −0.67 |
| LH Labcorp Holdings Inc. | Reduce -70.8% | 0.24% | −0.54 |
| BCE Bce Inc. | Sold out | 0.00% | −0.52 |
| MXI iShares Global Materials ETF | Reduce -38.4% | 0.50% | −0.45 |
| MCHP Microchip Technology Inc. | Reduce -31.6% | 0.39% | −0.39 |
| HAS Hasbro Inc. | Reduce -6.7% | 1.10% | −0.39 |
| PEP Pepsico Inc. | Reduce -78.4% | 0.09% | −0.37 |
| TU Telus Corp. | Reduce -1.4% | 1.50% | −0.33 |
| CI The Cigna Group | Reduce -33.2% | 0.31% | −0.26 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 1.76% | −0.17 |
| MDT Medtronic PLC | Reduce -1.6% | 1.38% | −0.16 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.10 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.2% | 2.20% | −0.06 |
| XLRE SS Real Estate Select Sector | Reduce -2.5% | 0.43% | −0.04 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -0.4% | 0.61% | −0.04 |
| NAD Nuveen Quality Municipal Inc. | Reduce -0.4% | 0.58% | −0.02 |
| DIS The Walt Disney Co. | Reduce -22.7% | 0.25% | −0.02 |
| WM Waste Management Inc. | Reduce -0.1% | 2.94% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -4.8% | 0.11% | −0.00 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.75% | +0.00 |
| TFC Truist Financial Corp. | Reduce -2.0% | 0.41% | +0.01 |
| NOW ServiceNow Inc. | Reduce -15.2% | 0.59% | +0.02 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.34% | +0.04 |
| EA Electronic Arts Inc. | Reduce -1.8% | 1.56% | +0.04 |
| CRM Salesforce Inc. | Reduce -16.9% | 2.15% | +0.09 |
| T AT&T Inc. | Reduce -0.4% | 1.85% | +0.10 |
| GLW Corning Inc. | Reduce -3.2% | 2.46% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.7% | 0.61% | +0.12 |
| COF Capital One Financial Corp. | Reduce -2.6% | 0.77% | +0.12 |
| BNY Bank of New York Mellon Corp. | Reduce -1.9% | 2.23% | +0.16 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 2.16% | +0.26 |
| ETR Entergy Corp. | Reduce -1.4% | 2.29% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.65% | +0.38 |
| GRMN Garmin Ltd. | Reduce -0.4% | 2.33% | +0.38 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 2.82% | +0.44 |
| WMT Walmart Inc. | Reduce -0.9% | 4.07% | +0.49 |
| AVGO Broadcom Inc. | Reduce -1.5% | 7.25% | +1.91 |
Portfolio Buys Q3 2024 → Q4 2024
| ZTS Zoetis Inc. | New | 0.68% | +0.68 |
| AMZN Amazon.com Inc. | Add +0.3% | 3.29% | +0.58 |
| AAPL Apple Inc. | Add +0.4% | 4.83% | +0.47 |
| SRVR Pacer Data & Infrastructure | Add +50.7% | 0.98% | +0.30 |
| CVX Chevron Corp. | Add +30.0% | 1.22% | +0.29 |
| LMT Lockheed Martin Corp. | Add +40.8% | 1.58% | +0.26 |
| LULU Lululemon Athletica Inc. | Add +1.4% | 0.71% | +0.23 |
| BMY Bristol-Myers Squibb Co. | Add +0.4% | 1.74% | +0.20 |
| DXCM Dexcom Inc. | Add +14.9% | 0.58% | +0.15 |
| PNC PNC Financial Services Group | Add +0.6% | 1.48% | +0.11 |
| CBOE Cboe Global Markets Inc. | Add +9.8% | 1.01% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +3.8% | 0.48% | +0.07 |
| JPLD JPMorgan Ltd. Duration ETF | Add +1.6% | 1.87% | +0.05 |
| NVDA Nvidia Corp. | Add +2.0% | 0.39% | +0.05 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.5% | 1.31% | +0.05 |
| ENB Enbridge Inc. | Add +0.1% | 0.59% | +0.04 |
| GD General Dynamics Corp. | Add +14.7% | 1.08% | +0.03 |
| V Visa Inc. Class A | Add +1.7% | 0.16% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +4.9% | 0.10% | +0.00 |
| NEE Nextera Energy Inc. | Add +14.7% | 0.76% | −0.00 |
| AMGN Amgen Inc. | Add +17.0% | 0.20% | −0.01 |
| HD Home Depot Inc. | Add +1.2% | 2.18% | −0.01 |
| ADBE Adobe Inc. | Add +11.9% | 1.05% | −0.01 |
| RTX RTX Corp. | Add +1.0% | 1.51% | −0.02 |
| MMM 3M Co. | Add +0.3% | 0.62% | −0.02 |
| CAG Conagra Brands Inc. | Add +10.9% | 0.89% | −0.03 |
| ADI Analog Devices Inc. | Add +3.5% | 2.63% | −0.05 |
| XLB SS Materials Select Sector | Add +1.4% | 0.92% | −0.09 |
| UBER Uber Technologies Inc. | Add +4.4% | 0.79% | −0.13 |
| BBY Best Buy Co. Inc. | Add +4.6% | 1.79% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $326.9M | GLW, AVGO, MSFT, ADI, AAPL |
| Q1 2026 | 92 | $302.4M | AVGO, GLW, JPST, MSFT, AAPL |
| Q4 2025 | 91 | $289.8M | AVGO, MSFT, AAPL, GLW, JPST |
| Q3 2025 | 94 | $300.2M | AVGO, MSFT, AAPL, JPST, GLW |
| Q2 2025 | 89 | $265.2M | AVGO, MSFT, WMT, AAPL, JPST |
| Q1 2025 | 149 | $246.0M | AVGO, AAPL, WMT, MSFT, WM |
| Q4 2024 | 85 | $233.5M | AVGO, AAPL, WMT, MSFT, AMZN |
| Q3 2024 | 87 | $239.6M | AVGO, AAPL, MSFT, WMT, WM |
| Q2 2024 | 80 | $214.4M | AVGO, AAPL, MSFT, WM, WMT |
| Q1 2024 | 80 | $210.4M | AVGO, MSFT, AAPL, WM, AMZN |