Wealth Advisors of Tampa Bay, LLC

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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $210.4M Q1 2024 Q2 2024: $214.4M Q2 2024 Q3 2024: $239.6M Q3 2024 Q4 2024: $233.5M Q4 2024 Q1 2025: $246.0M $246.0M Q1 2025 Q2 2025: $265.2M Q2 2025 Q3 2025: $300.2M Q3 2025 Q4 2025: $289.8M Q4 2025 Q1 2026: $302.4M Q1 2026 Q2 2026: $326.9M Q2 2026

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
RPM RPM International Inc. 0.05% 1,000 $116K New
WAT Waters Corp. 0.04% 300 $111K New
ONEQ Fidelity Nasdaq Comp Indx 0.04% 1,624 $111K New
IWO iShares Russell 2000 Growth 0.04% 414 $106K New
BCE Bce Inc. 0.04% 4,425 $102K New
NDSN Nordson Corp. 0.04% 500 $101K New
UNH Unitedhealth Group Inc. 0.04% 190 $100K New
IWN iShares Russell 2000 Value E 0.04% 657 $99K New
TIP iShares Tips Bond ETF 0.04% 794 $88K New
TTE Totalenergies SE -Spon ADR 0.03% 1,250 $81K Reduce -97.1%
IJR iShares Core S&P Small-Cap E 0.03% 772 $81K New
IVW iShares S&P 500 Growth ETF 0.03% 865 $80K New
GENERATION INCOME PPTYS INC 0.03% 50,000 $80K No change
HON Honeywell International Inc. 0.03% 375 $79K New
COST Costco Wholesale Corp. 0.03% 81 $77K New
IJH iShares Core S&P Midcap ETF 0.03% 1,306 $76K New
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 134 $75K New
DVY iShares Select Dividend ETF 0.03% 545 $73K New
IVE iShares S&P 500 Value ETF 0.03% 378 $72K New
GEV GE Vernova Inc. 0.03% 224 $68K New
ELV Elevance Health Inc. 0.03% 150 $65K New
XLK SS Technology Select Sector 0.03% 300 $62K New
SUB iShares Short-Term National 0.02% 571 $60K New
PM Philip Morris International 0.02% 350 $56K New
VGT Vanguard Info Tech ETF 0.02% 100 $54K New
SLYG SS SPDR S&P 600 SC GR ETF 0.02% 640 $53K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 200 $50K New
ALGN Align Technology Inc. 0.02% 300 $48K New
LOW Lowe's Cos Inc. 0.02% 200 $47K New
MRK Merck & Co. Inc. 0.02% 450 $40K New
SSB Southstate Bank Corp. 0.02% 435 $40K New
AXP American Express Co. 0.02% 150 $40K New
BCAL California Bancorp 0.02% 2,790 $40K New
KO The Coca-Cola Co. 0.02% 553 $40K New
EZU iShares MSCI Eurozone ETF 0.01% 688 $37K New
PLTR Palantir Technologies Inc. Class A 0.01% 400 $34K New
GLD SPDR Gold Shares 0.01% 115 $33K New
BA The Boeing Co. 0.01% 185 $32K New
OKE Oneok Inc. 0.01% 317 $31K New
QCOM Qualcomm Inc. 0.01% 200 $31K New
NNN NNN REIT Inc. 0.01% 685 $29K New
ARKW ARK Next Generation Technolo 0.01% 292 $28K New
LPLA LPL Financial Holdings Inc. 0.01% 81 $26K New
BN Brookfield Corp. 0.01% 500 $26K New
ARKQ ARK Autonomous Tech & Robot 0.01% 373 $25K New
GIS General Mills Inc. 0.01% 400 $24K New
GOOG Alphabet Inc. Class C 0.01% 140 $22K New
RCL Royal Caribbean Cruises Ltd. 0.01% 100 $21K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.01% 1,825 $20K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $19K (not counted above)
SecurityClassShares / PrincipalValueChange
GIPRW Generation Income Proper -CW *W EXP 99/99/999 50,000$19KNo 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$326.9MGLW, AVGO, MSFT, ADI, AAPL
Q1 2026 92$302.4MAVGO, GLW, JPST, MSFT, AAPL
Q4 2025 91$289.8MAVGO, MSFT, AAPL, GLW, JPST
Q3 2025 94$300.2MAVGO, MSFT, AAPL, JPST, GLW
Q2 2025 89$265.2MAVGO, MSFT, WMT, AAPL, JPST
Q1 2025 149$246.0MAVGO, AAPL, WMT, MSFT, WM
Q4 2024 85$233.5MAVGO, AAPL, WMT, MSFT, AMZN
Q3 2024 87$239.6MAVGO, AAPL, MSFT, WMT, WM
Q2 2024 80$214.4MAVGO, AAPL, MSFT, WM, WMT
Q1 2024 80$210.4MAVGO, MSFT, AAPL, WM, AMZN