Wealth Advisors of Tampa Bay, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wealth Advisors of Tampa Bay, LLC reported 89 stock positions worth $265.2 million. Its top holding was Broadcom (AVGO) at 6.1% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Walmart (WMT, 3.3%). Compared with Q1 2025, it opened 1 new position, sold out of 61, added to 42 and reduced 27. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +86%) and the biggest sale an exit from SS SPDR S&P 600 SC Val ETF (SLYV).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001715228
- Portfolio Value
- $265.2M (Q2 2025)
- SEC Filing
- 0001715228-25-000003 ↗ filed Aug 14, 2025
Holdings Value
Holdings 89 stocks · $265.2M
| AVGO Broadcom Inc. | 6.14% | 59,069 | $16.3M | Reduce -18.4% |
| MSFT Microsoft Corp. | 3.89% | 20,742 | $10.3M | Reduce -0.2% |
| WMT Walmart Inc. | 3.34% | 90,562 | $8.9M | Reduce -4.5% |
| AAPL Apple Inc. | 3.32% | 42,900 | $8.8M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 3.16% | 165,246 | $8.4M | Add +85.7% |
| GS Goldman Sachs Group Inc. | 3.05% | 11,429 | $8.1M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 2.91% | 35,187 | $7.7M | Reduce -0.5% |
| WM Waste Management Inc. | 2.67% | 30,985 | $7.1M | Reduce -1.6% |
| ADI Analog Devices Inc. | 2.64% | 29,443 | $7.0M | Add +0.1% |
| GLW Corning Inc. | 2.45% | 123,735 | $6.5M | Add +1.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.24% | 65,190 | $5.9M | Reduce -1.5% |
| ETR Entergy Corp. | 2.22% | 70,968 | $5.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.20% | 33,150 | $5.8M | Reduce -0.2% |
| GRMN Garmin Ltd. | 2.09% | 26,606 | $5.6M | Add +0.6% |
| JPLD JPMorgan Ltd. Duration ETF | 2.06% | 104,688 | $5.5M | Add +18.2% |
| MCD McDonald's Corp. | 1.95% | 17,697 | $5.2M | Add +0.8% |
| T AT&T Inc. | 1.94% | 177,731 | $5.1M | Reduce -6.3% |
| VZ Verizon Communications Inc. | 1.86% | 113,918 | $4.9M | Add +1.0% |
| HD Home Depot Inc. | 1.76% | 12,739 | $4.7M | Reduce -0.9% |
| TU Telus Corp. | 1.71% | 282,821 | $4.5M | Add +1.5% |
| RTX RTX Corp. | 1.66% | 30,139 | $4.4M | Reduce -1.6% |
| PNC PNC Financial Services Group | 1.63% | 23,205 | $4.3M | Add +0.6% |
| CSCO Cisco Systems Inc. | 1.63% | 62,315 | $4.3M | Reduce -1.0% |
| CRM Salesforce Inc. | 1.61% | 15,651 | $4.3M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 1.52% | 113,108 | $4.0M | Reduce -10.5% |
| EA Electronic Arts Inc. | 1.47% | 24,420 | $3.9M | Reduce -11.5% |
| LMT Lockheed Martin Corp. | 1.46% | 8,373 | $3.9M | Add +0.6% |
| NVDA Nvidia Corp. | 1.45% | 24,298 | $3.8M | Add +1.3% |
| CVX Chevron Corp. | 1.44% | 26,706 | $3.8M | Add +17.0% |
| MDT Medtronic PLC | 1.42% | 43,316 | $3.8M | Add +3.5% |
| BBY Best Buy Co. Inc. | 1.35% | 53,456 | $3.6M | Add +1.1% |
| HAS Hasbro Inc. | 1.34% | 48,177 | $3.6M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 1.29% | 74,066 | $3.4M | Add +6.1% |
| PFE Pfizer Inc. | 1.29% | 140,770 | $3.4M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 1.19% | 33,888 | $3.2M | Add +1.0% |
| GD General Dynamics Corp. | 1.12% | 10,141 | $3.0M | Add +1.3% |
| CBOE Cboe Global Markets Inc. | 1.11% | 12,582 | $2.9M | Reduce -0.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.07% | 53,626 | $2.8M | Reduce -1.8% |
| BX Blackstone Inc. | 1.06% | 18,850 | $2.8M | New |
| MMM 3M Co. | 1.04% | 18,060 | $2.7M | Add +1.8% |
| ADBE Adobe Inc. | 1.03% | 7,064 | $2.7M | Add +9.9% |
| SRVR Pacer Data & Infrastructure | 1.00% | 82,065 | $2.7M | Add +1.6% |
| KHC The Kraft Heinz Co. | 0.95% | 97,626 | $2.5M | Add +76.4% |
| XLB SS Materials Select Sector | 0.88% | 26,607 | $2.3M | Reduce -2.9% |
| DXCM Dexcom Inc. | 0.86% | 26,225 | $2.3M | Add +27.6% |
| TFC Truist Financial Corp. | 0.80% | 49,102 | $2.1M | Add +47.7% |
| COF Capital One Financial Corp. | 0.78% | 9,663 | $2.1M | Reduce -3.0% |
| ZTS Zoetis Inc. | 0.73% | 12,383 | $1.9M | Add +3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.72% | 3,766 | $1.9M | Reduce -8.6% |
| NEE Nextera Energy Inc. | 0.72% | 27,331 | $1.9M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 3,875 | $1.9M | No change |
| PYPL PayPal Holdings Inc. | 0.61% | 21,842 | $1.6M | Add +33.5% |
| ENB Enbridge Inc. | 0.54% | 31,875 | $1.4M | Reduce -2.3% |
| MXI iShares Global Materials ETF | 0.54% | 16,673 | $1.4M | Add +1.0% |
| NOW ServiceNow Inc. | 0.52% | 1,349 | $1.4M | Reduce -2.5% |
| NVG Nuveen Amt-FR Muni CRDT | 0.52% | 115,252 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.49% | 4,390 | $1.3M | Add +78.5% |
| NAD Nuveen Quality Municipal Inc. | 0.49% | 115,672 | $1.3M | No change |
| CAG Conagra Brands Inc. | 0.48% | 61,788 | $1.3M | Add +0.9% |
| PEP Pepsico Inc. | 0.45% | 9,017 | $1.2M | Add +59.1% |
| LULU Lululemon Athletica Inc. | 0.40% | 4,432 | $1.1M | Add +2.4% |
| SHW The Sherwin-Williams Co. | 0.39% | 3,000 | $1.0M | No change |
| XLRE SS Real Estate Select Sector | 0.39% | 24,778 | $1.0M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,520 | $944K | Reduce -7.7% |
| XOM Exxon Mobil Corp. | 0.35% | 8,572 | $924K | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 4,828 | $877K | Add +0.8% |
| CI The Cigna Group | 0.33% | 2,620 | $866K | No change |
| LH Labcorp Holdings Inc. | 0.27% | 2,761 | $725K | Add +4.7% |
| AMGN Amgen Inc. | 0.22% | 2,052 | $573K | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 11,900 | $563K | No change |
| V Visa Inc. Class A | 0.21% | 1,573 | $558K | Add +16.7% |
| HAL Halliburton Co. | 0.18% | 23,385 | $477K | Add +133.3% |
| ISRG Intuitive Surgical Inc. | 0.18% | 877 | $477K | Add +12.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 3,631 | $450K | No change |
| DPG Duff & Phelps Utility & Inc. | 0.15% | 32,000 | $397K | No change |
| IGV iShares Expanded Tech-Softwa | 0.13% | 3,268 | $358K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 6,080 | $331K | No change |
| TGT Target Corp. | 0.12% | 3,300 | $326K | Add +4.8% |
| PG The Procter & Gamble Co. | 0.10% | 1,718 | $274K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 1,171 | $253K | No change |
| MPLX MPLX LP | 0.10% | 4,900 | $252K | No change |
| AGG iShares Core U.S. Aggregate | 0.09% | 2,535 | $251K | No change |
| SPH Suburban Propane Partners LP | 0.09% | 13,455 | $249K | No change |
| MU Micron Technology Inc. | 0.09% | 2,000 | $247K | No change |
| IP International Paper Co. | 0.08% | 4,625 | $217K | No change |
| MO Altria Group Inc. | 0.08% | 3,618 | $212K | Reduce -4.0% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.07% | 12,500 | $181K | Reduce -10.5% |
| VLY Valley National Bancorp | 0.05% | 15,979 | $143K | No change |
| GENERATION INCOME PPTYS INC | 0.03% | 50,000 | $73K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GIPRW Generation Income Proper -CW | *W EXP 99/99/999 | 50,000 | $3K | No change |
Total filed on the 13F, all lines: $265.2M.
Portfolio Sells Q1 2025 → Q2 2025
| SLYV SS SPDR S&P 600 SC Val ETF | Sold out | 0.00% | −1.13 |
| CMCSA Comcast Corp. Class A | Reduce -10.5% | 1.52% | −0.37 |
| WM Waste Management Inc. | Reduce -1.6% | 2.67% | −0.29 |
| ETR Entergy Corp. | Reduce -0.4% | 2.22% | −0.25 |
| T AT&T Inc. | Reduce -6.3% | 1.94% | −0.24 |
| PFE Pfizer Inc. | Reduce -0.6% | 1.29% | −0.17 |
| HD Home Depot Inc. | Reduce -0.9% | 1.76% | −0.15 |
| EA Electronic Arts Inc. | Reduce -11.5% | 1.47% | −0.15 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.10 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.8% | 1.07% | −0.10 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.08 |
| XLB SS Materials Select Sector | Reduce -2.9% | 0.88% | −0.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.07 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.06 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.06 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.06 |
| CBOE Cboe Global Markets Inc. | Reduce -0.6% | 1.11% | −0.06 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.05 |
| GE General Electric | Sold out | 0.00% | −0.05 |
| SO The Southern Co. | Sold out | 0.00% | −0.05 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.05 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.22% | −0.05 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -4.5% | 3.34% | −0.05 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.04 |
| WAT Waters Corp. | Sold out | 0.00% | −0.04 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.04 |
| ENB Enbridge Inc. | Reduce -2.3% | 0.54% | −0.04 |
| BCE Bce Inc. | Sold out | 0.00% | −0.04 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.04 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.03 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.03 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.03 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Add +85.7% | 3.16% | +1.33 |
| BX Blackstone Inc. | New | 1.06% | +1.06 |
| NVDA Nvidia Corp. | Add +1.3% | 1.45% | +0.39 |
| DXCM Dexcom Inc. | Add +27.6% | 0.86% | +0.29 |
| KHC The Kraft Heinz Co. | Add +76.4% | 0.95% | +0.27 |
| TFC Truist Financial Corp. | Add +47.7% | 0.80% | +0.24 |
| ADI Analog Devices Inc. | Add +0.1% | 2.64% | +0.23 |
| UBER Uber Technologies Inc. | Add +1.0% | 1.19% | +0.20 |
| GLW Corning Inc. | Add +1.7% | 2.45% | +0.19 |
| JPLD JPMorgan Ltd. Duration ETF | Add +18.2% | 2.06% | +0.19 |
| ACN Accenture PLC Class A | Add +78.5% | 0.49% | +0.18 |
| PYPL PayPal Holdings Inc. | Add +33.5% | 0.61% | +0.18 |
| HAS Hasbro Inc. | Add +0.8% | 1.34% | +0.15 |
| PEP Pepsico Inc. | Add +59.1% | 0.45% | +0.10 |
| TU Telus Corp. | Add +1.5% | 1.71% | +0.09 |
| HAL Halliburton Co. | Add +133.3% | 0.18% | +0.08 |
| SRVR Pacer Data & Infrastructure | Add +1.6% | 1.00% | +0.04 |
| ADBE Adobe Inc. | Add +9.9% | 1.03% | +0.03 |
| LH Labcorp Holdings Inc. | Add +4.7% | 0.27% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +12.2% | 0.18% | +0.02 |
| V Visa Inc. Class A | Add +16.7% | 0.21% | +0.02 |
| GD General Dynamics Corp. | Add +1.3% | 1.12% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.8% | 0.33% | −0.01 |
| TGT Target Corp. | Add +4.8% | 0.12% | −0.01 |
| MXI iShares Global Materials ETF | Add +1.0% | 0.54% | −0.01 |
| PNC PNC Financial Services Group | Add +0.6% | 1.63% | −0.02 |
| MMM 3M Co. | Add +1.8% | 1.04% | −0.02 |
| XLRE SS Real Estate Select Sector | Add +2.1% | 0.39% | −0.03 |
| LMT Lockheed Martin Corp. | Add +0.6% | 1.46% | −0.05 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.35% | −0.06 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.72% | −0.07 |
| ZTS Zoetis Inc. | Add +3.5% | 0.73% | −0.07 |
| CRM Salesforce Inc. | Add +1.3% | 1.61% | −0.08 |
| LULU Lululemon Athletica Inc. | Add +2.4% | 0.40% | −0.10 |
| MDT Medtronic PLC | Add +3.5% | 1.42% | −0.11 |
| CVX Chevron Corp. | Add +17.0% | 1.44% | −0.11 |
| CAG Conagra Brands Inc. | Add +0.9% | 0.48% | −0.19 |
| VZ Verizon Communications Inc. | Add +1.0% | 1.86% | −0.22 |
| BBY Best Buy Co. Inc. | Add +1.1% | 1.35% | −0.23 |
| GRMN Garmin Ltd. | Add +0.6% | 2.09% | −0.24 |
| MCD McDonald's Corp. | Add +0.8% | 1.95% | −0.28 |
| BMY Bristol-Myers Squibb Co. | Add +6.1% | 1.29% | −0.44 |
| AAPL Apple Inc. | Add +0.3% | 3.32% | −0.54 |
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 |