Wealth Advisors of Tampa Bay, LLC

Name: Wealth Advisors of Tampa Bay, LLC 13F holdings, Q1 2025
Creator: Wealth Advisors of Tampa Bay, LLC
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Wealth Advisors of Tampa Bay, LLC reported 149 stock positions worth $246.0 million. Its top holding was Broadcom (AVGO) at 4.9% of the portfolio, followed by Apple (AAPL, 3.9%) and Walmart (WMT, 3.4%). Compared with Q4 2024, it opened 66 new positions, sold out of 2, added to 47 and reduced 23. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale Broadcom (AVGO, shares −1%).

Most Recent 13F: Q2 2026
Location: TAMPA, FL
CIK: 0001715228
Portfolio Value: $246.0M (Q1 2025)
SEC Filing: 0001715228-25-000002 ↗ filed May 15, 2025

Holdings Value

Holdings 149 stocks · $246.0M


AVGO Broadcom Inc.	4.92%	72,345	$12.1M	Reduce -0.9%
AAPL Apple Inc.	3.86%	42,755	$9.5M	Reduce -5.0%
WMT Walmart Inc.	3.39%	94,857	$8.3M	Reduce -9.7%
MSFT Microsoft Corp.	3.17%	20,777	$7.8M	Reduce -0.0%
WM Waste Management Inc.	2.96%	31,495	$7.3M	Reduce -7.3%
AMZN Amazon.com Inc.	2.73%	35,352	$6.7M	Add +0.9%
GS Goldman Sachs Group Inc.	2.61%	11,768	$6.4M	Add +2.4%
ETR Entergy Corp.	2.48%	71,243	$6.1M	Add +1.1%
ADI Analog Devices Inc.	2.41%	29,428	$5.9M	Add +1.9%
GRMN Garmin Ltd.	2.33%	26,436	$5.7M	Add +0.0%
GLW Corning Inc.	2.26%	121,620	$5.6M	Add +0.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	2.26%	66,165	$5.5M	Reduce -2.3%
MCD McDonald's Corp.	2.23%	17,557	$5.5M	Reduce -1.0%
T AT&T Inc.	2.18%	189,686	$5.4M	Add +0.1%
GOOGL Alphabet Inc. Class A	2.09%	33,225	$5.1M	Add +1.5%
VZ Verizon Communications Inc.	2.08%	112,828	$5.1M	Add +89.2%
HD Home Depot Inc.	1.91%	12,849	$4.7M	Reduce -1.8%
CMCSA Comcast Corp. Class A	1.90%	126,337	$4.7M	Add +15.6%
JPLD JPMorgan Ltd. Duration ETF	1.87%	88,558	$4.6M	Add +4.6%
JPST JPMorgan Ultra-Short Income	1.83%	88,993	$4.5M	New
BMY Bristol-Myers Squibb Co.	1.73%	69,806	$4.3M	Reduce -2.8%
CRM Salesforce Inc.	1.69%	15,451	$4.1M	Add +3.0%
RTX RTX Corp.	1.65%	30,629	$4.1M	Add +0.5%
PNC PNC Financial Services Group	1.65%	23,065	$4.1M	Add +28.8%
TU Telus Corp.	1.62%	278,534	$4.0M	Add +7.8%
EA Electronic Arts Inc.	1.62%	27,585	$4.0M	Add +11.0%
BBY Best Buy Co. Inc.	1.58%	52,871	$3.9M	Add +8.7%
CSCO Cisco Systems Inc.	1.58%	62,970	$3.9M	Reduce -26.0%
CVX Chevron Corp.	1.55%	22,821	$3.8M	Add +16.2%
MDT Medtronic PLC	1.53%	41,858	$3.8M	Add +3.5%
LMT Lockheed Martin Corp.	1.51%	8,323	$3.7M	Add +9.9%
PFE Pfizer Inc.	1.46%	141,630	$3.6M	Add +92.5%
HAS Hasbro Inc.	1.19%	47,802	$2.9M	Add +4.0%
CBOE Cboe Global Markets Inc.	1.16%	12,657	$2.9M	Add +5.4%
IGSB iShares 1-5Y Inv Grade Corp.	1.16%	54,626	$2.9M	Reduce -0.9%
SLYV SS SPDR S&P 600 SC Val ETF	1.13%	35,379	$2.8M	Add +0.7%
GD General Dynamics Corp.	1.11%	10,016	$2.7M	Add +5.0%
MMM 3M Co.	1.06%	17,750	$2.6M	Add +59.4%
NVDA Nvidia Corp.	1.06%	23,998	$2.6M	Add +258.4%
ADBE Adobe Inc.	1.00%	6,429	$2.5M	Add +16.6%
UBER Uber Technologies Inc.	0.99%	33,548	$2.4M	Add +9.1%
SRVR Pacer Data & Infrastructure	0.96%	80,765	$2.4M	Add +5.5%
XLB SS Materials Select Sector	0.96%	27,387	$2.4M	Add +7.7%
BRK.B Berkshire Hathaway Inc. Class B	0.84%	3,875	$2.1M	Add +4.0%
ZTS Zoetis Inc.	0.80%	11,958	$2.0M	Add +22.7%
NEE Nextera Energy Inc.	0.78%	27,131	$1.9M	Add +9.7%
COF Capital One Financial Corp.	0.73%	9,963	$1.8M	Reduce -0.8%
KHC The Kraft Heinz Co.	0.68%	55,351	$1.7M	Add +19.1%
CAG Conagra Brands Inc.	0.66%	61,263	$1.6M	Reduce -18.1%
CRWD CrowdStrike Holdings Inc. Class A	0.59%	4,121	$1.5M	Reduce -0.2%
ENB Enbridge Inc.	0.59%	32,608	$1.4M	Add +0.4%
NVG Nuveen Amt-FR Muni CRDT	0.58%	115,252	$1.4M	No change
DXCM Dexcom Inc.	0.57%	20,555	$1.4M	Add +18.9%
TFC Truist Financial Corp.	0.56%	33,237	$1.4M	Add +52.4%
MXI iShares Global Materials ETF	0.55%	16,513	$1.3M	Add +10.5%
NAD Nuveen Quality Municipal Inc.	0.54%	115,672	$1.3M	No change
LULU Lululemon Athletica Inc.	0.50%	4,327	$1.2M	No change
NOW ServiceNow Inc.	0.45%	1,384	$1.1M	Add +6.3%
PYPL PayPal Holdings Inc.	0.43%	16,361	$1.1M	Add +24.7%
SHW The Sherwin-Williams Co.	0.43%	3,000	$1.0M	Reduce -0.1%
XLRE SS Real Estate Select Sector	0.41%	24,278	$1.0M	Reduce -2.0%
XOM Exxon Mobil Corp.	0.41%	8,460	$1.0M	Reduce -0.0%
IVV iShares Core S&P 500 ETF	0.38%	1,646	$925K	No change
CI The Cigna Group	0.35%	2,620	$862K	No change
PEP Pepsico Inc.	0.35%	5,667	$850K	Add +299.1%
RSP Invesco S&P 500 Equal Weight	0.34%	4,789	$830K	New
ACN Accenture PLC Class A	0.31%	2,460	$768K	New
AMGN Amgen Inc.	0.27%	2,092	$652K	Add +18.1%
LH Labcorp Holdings Inc.	0.25%	2,636	$614K	Add +7.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.20%	11,900	$497K	Reduce -33.9%
V Visa Inc. Class A	0.19%	1,348	$472K	Add +12.1%
DPG Duff & Phelps Utility & Inc.	0.16%	32,000	$391K	No change
ISRG Intuitive Surgical Inc.	0.16%	782	$387K	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.15%	3,631	$358K	Reduce -30.3%
TGT Target Corp.	0.13%	3,150	$329K	New
SPMD SS SPDR P S&P 400 Midcap ETF	0.13%	6,080	$311K	No change
PG The Procter & Gamble Co.	0.12%	1,718	$293K	Reduce -0.2%
IGV iShares Expanded Tech-Softwa	0.12%	3,268	$291K	Reduce -2.0%
SPH Suburban Propane Partners LP	0.11%	13,455	$283K	No change
MPLX MPLX LP	0.11%	4,900	$262K	No change
HAL Halliburton Co.	0.10%	10,025	$254K	New
AGG iShares Core U.S. Aggregate	0.10%	2,535	$251K	Add +5.8%
HSY The Hershey Co.	0.10%	1,465	$251K	Reduce -25.4%
IP International Paper Co.	0.10%	4,625	$247K	No change
IWM iShares Russell 2000 ETF	0.10%	1,171	$234K	Add +0.7%
MO Altria Group Inc.	0.09%	3,768	$226K	New
EPD Enterprise Products Partners	0.08%	5,875	$201K	New
ETB Eaton Vance T/M Buy-WRT Inc.	0.08%	13,966	$191K	No change
ABBV Abbvie Inc.	0.07%	860	$180K	New
MU Micron Technology Inc.	0.07%	2,000	$174K	New
D Dominion Energy Inc.	0.07%	2,900	$163K	New
JPM JPMorgan Chase & Co.	0.06%	640	$157K	New
CCI Crown Castle Inc.	0.06%	1,445	$151K	New
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.06%	150	$148K	New
VLY Valley National Bancorp	0.06%	15,979	$142K	No change
XLY SS Consumer Disc Select Sect	0.05%	676	$133K	New
GE General Electric filed as GE AEROSPACE	0.05%	639	$128K	New
SO The Southern Co.	0.05%	1,369	$126K	New
CMI Cummins Inc.	0.05%	400	$125K	New
COR Cencora Inc.	0.05%	438	$122K	New

Show all 149 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $19K (not counted above)

Security	Class	Shares / Principal	Value	Change
GIPRW Generation Income Proper -CW	*W EXP 99/99/999	50,000	$19K	No change

Total filed on the 13F, all lines: $246.0M.

Portfolio Sells Q4 2024 → Q1 2025


AVGO Broadcom Inc.	Reduce -0.9%	4.92%	−2.33
AAPL Apple Inc.	Reduce -5.0%	3.86%	−0.97
TTE Totalenergies SE -Spon ADR	Reduce -97.1%	0.03%	−0.96
WMT Walmart Inc.	Reduce -9.7%	3.39%	−0.68
MSFT Microsoft Corp.	Reduce -0.0%	3.17%	−0.58
CSCO Cisco Systems Inc.	Reduce -26.0%	1.58%	−0.58
MCHP Microchip Technology Inc.	Sold out	0.00%	−0.39
HD Home Depot Inc.	Reduce -1.8%	1.91%	−0.26
CAG Conagra Brands Inc.	Reduce -18.1%	0.66%	−0.22
BAC Bank of America Corp.	Reduce -33.9%	0.20%	−0.14
EXPE Expedia Group Inc.	Sold out	0.00%	−0.10
DIS The Walt Disney Co.	Reduce -30.3%	0.15%	−0.10
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -0.9%	1.16%	−0.06
COF Capital One Financial Corp.	Reduce -0.8%	0.73%	−0.04
HSY The Hershey Co.	Reduce -25.4%	0.10%	−0.04
IGV iShares Expanded Tech-Softwa	Reduce -2.0%	0.12%	−0.02
XLRE SS Real Estate Select Sector	Reduce -2.0%	0.41%	−0.02
CRWD CrowdStrike Holdings Inc. Class A	Reduce -0.2%	0.59%	−0.01
SHW The Sherwin-Williams Co.	Reduce -0.1%	0.43%	−0.01
BMY Bristol-Myers Squibb Co.	Reduce -2.8%	1.73%	−0.01
PG The Procter & Gamble Co.	Reduce -0.2%	0.12%	−0.00
XOM Exxon Mobil Corp.	Reduce -0.0%	0.41%	+0.02
WM Waste Management Inc.	Reduce -7.3%	2.96%	+0.03
BNY Bank of New York Mellon Corp.	Reduce -2.3%	2.26%	+0.03
MCD McDonald's Corp.	Reduce -1.0%	2.23%	+0.03

Portfolio Buys Q4 2024 → Q1 2025


JPST JPMorgan Ultra-Short Income	New	1.83%	+1.83
VZ Verizon Communications Inc.	Add +89.2%	2.08%	+1.06
NVDA Nvidia Corp.	Add +258.4%	1.06%	+0.67
PFE Pfizer Inc.	Add +92.5%	1.46%	+0.62
MMM 3M Co.	Add +59.4%	1.06%	+0.44
RSP Invesco S&P 500 Equal Weight	New	0.34%	+0.34
CVX Chevron Corp.	Add +16.2%	1.55%	+0.33
T AT&T Inc.	Add +0.1%	2.18%	+0.33
ACN Accenture PLC Class A	New	0.31%	+0.31
PEP Pepsico Inc.	Add +299.1%	0.35%	+0.25
UBER Uber Technologies Inc.	Add +9.1%	0.99%	+0.20
ETR Entergy Corp.	Add +1.1%	2.48%	+0.19
PNC PNC Financial Services Group	Add +28.8%	1.65%	+0.17
CBOE Cboe Global Markets Inc.	Add +5.4%	1.16%	+0.16
ISRG Intuitive Surgical Inc.	New	0.16%	+0.16
TFC Truist Financial Corp.	Add +52.4%	0.56%	+0.15
MDT Medtronic PLC	Add +3.5%	1.53%	+0.15
RTX RTX Corp.	Add +0.5%	1.65%	+0.14
CMCSA Comcast Corp. Class A	Add +15.6%	1.90%	+0.14
TGT Target Corp.	New	0.13%	+0.13
TU Telus Corp.	Add +7.8%	1.62%	+0.12
ZTS Zoetis Inc.	Add +22.7%	0.80%	+0.12
BRK.B Berkshire Hathaway Inc. Class B	Add +4.0%	0.84%	+0.12
HAL Halliburton Co.	New	0.10%	+0.10
HAS Hasbro Inc.	Add +4.0%	1.19%	+0.09
MO Altria Group Inc.	New	0.09%	+0.09
EPD Enterprise Products Partners	New	0.08%	+0.08
KHC The Kraft Heinz Co.	Add +19.1%	0.68%	+0.07
ABBV Abbvie Inc.	New	0.07%	+0.07
MU Micron Technology Inc.	New	0.07%	+0.07
AMGN Amgen Inc.	Add +18.1%	0.27%	+0.07
D Dominion Energy Inc.	New	0.07%	+0.07
EA Electronic Arts Inc.	Add +11.0%	1.62%	+0.06
JPM JPMorgan Chase & Co.	New	0.06%	+0.06
CCI Crown Castle Inc.	New	0.06%	+0.06
GWW WW Grainger Inc.	New	0.06%	+0.06
XLY SS Consumer Disc Select Sect	New	0.05%	+0.05
GE General Electric	New	0.05%	+0.05
MXI iShares Global Materials ETF	Add +10.5%	0.55%	+0.05
SO The Southern Co.	New	0.05%	+0.05
CMI Cummins Inc.	New	0.05%	+0.05
COR Cencora Inc.	New	0.05%	+0.05
RPM RPM International Inc.	New	0.05%	+0.05
ONEQ Fidelity Nasdaq Comp Indx	New	0.04%	+0.04
WAT Waters Corp.	New	0.04%	+0.04
IWO iShares Russell 2000 Growth	New	0.04%	+0.04
BCE Bce Inc.	New	0.04%	+0.04
NDSN Nordson Corp.	New	0.04%	+0.04
XLB SS Materials Select Sector	Add +7.7%	0.96%	+0.04
UNH Unitedhealth Group Inc.	New	0.04%	+0.04

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