Wealth Advisors of Tampa Bay, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Wealth Advisors of Tampa Bay, LLC reported 94 stock positions worth $300.2 million. Its top holding was Broadcom (AVGO) at 6.3% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Apple (AAPL, 3.5%). Compared with Q2 2025, it opened 9 new positions, sold out of 4, added to 35 and reduced 28. The biggest buy was a new position in JPMorgan Hedged Equity ETF (HELO) and the biggest sale an exit from Adobe (ADBE).

Most Recent 13F
Q2 2026
Location
TAMPA, FL
CIK
0001715228
Portfolio Value
$300.2M (Q3 2025)
SEC Filing
0002073679-25-000043 ↗ filed Nov 13, 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 Q1 2025 Q2 2025: $265.2M Q2 2025 Q3 2025: $300.2M $300.2M Q3 2025 Q4 2025: $289.8M Q4 2025 Q1 2026: $302.4M Q1 2026 Q2 2026: $326.9M Q2 2026

Holdings 94 stocks · $300.2M
AVGO Broadcom Inc. 6.30% 57,284 $18.9M Reduce -3.0%
MSFT Microsoft Corp. 4.60% 26,669 $13.8M Add +28.6%
AAPL Apple Inc. 3.53% 41,611 $10.6M Reduce -3.0%
JPST JPMorgan Ultra-Short Income 3.36% 198,829 $10.1M Add +20.3%
GLW Corning Inc. 3.27% 119,595 $9.8M Reduce -3.4%
WMT Walmart Inc. 3.09% 90,137 $9.3M Reduce -0.5%
GS Goldman Sachs Group Inc. 2.77% 10,455 $8.3M Reduce -8.5%
GOOGL Alphabet Inc. Class A 2.62% 32,303 $7.9M Reduce -2.6%
AMZN Amazon.com Inc. 2.43% 33,247 $7.3M Reduce -5.5%
ADI Analog Devices Inc. 2.40% 29,323 $7.2M Reduce -0.4%
WM Waste Management Inc. 2.32% 31,570 $7.0M Add +1.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.27% 62,650 $6.8M Reduce -3.9%
ETR Entergy Corp. 2.21% 71,318 $6.6M Add +0.5%
GRMN Garmin Ltd. 2.16% 26,381 $6.5M Reduce -0.8%
JPLD JPMorgan Ltd. Duration ETF 1.97% 112,888 $5.9M Add +7.8%
MCD McDonald's Corp. 1.80% 17,784 $5.4M Add +0.5%
VZ Verizon Communications Inc. 1.73% 118,382 $5.2M Add +3.9%
HD Home Depot Inc. 1.66% 12,324 $5.0M Reduce -3.3%
T AT&T Inc. 1.66% 176,094 $5.0M Reduce -0.9%
CMCSA Comcast Corp. Class A 1.63% 155,513 $4.9M Add +37.5%
NVDA Nvidia Corp. 1.58% 25,483 $4.8M Add +4.9%
EA Electronic Arts Inc. 1.56% 23,185 $4.7M Reduce -5.1%
PNC PNC Financial Services Group 1.54% 23,065 $4.6M Reduce -0.6%
BX Blackstone Inc. 1.54% 27,115 $4.6M Add +43.9%
RTX RTX Corp. 1.52% 27,244 $4.6M Reduce -9.6%
LMT Lockheed Martin Corp. 1.42% 8,554 $4.3M Add +2.2%
HELO JPMorgan Hedged Equity ETF 1.42% 65,367 $4.2M New
PSC Principal US Small-Cap ETF 1.40% 73,555 $4.2M New
CSCO Cisco Systems Inc. 1.39% 60,895 $4.2M Reduce -2.3%
MDT Medtronic PLC 1.39% 43,666 $4.2M Add +0.8%
HAS Hasbro Inc. 1.38% 54,797 $4.2M Add +13.7%
CVX Chevron Corp. 1.38% 26,641 $4.1M Reduce -0.2%
BBY Best Buy Co. Inc. 1.37% 54,416 $4.1M Add +1.8%
TU Telus Corp. 1.37% 260,331 $4.1M Reduce -8.0%
PFE Pfizer Inc. 1.25% 147,400 $3.8M Add +4.7%
CRM Salesforce Inc. 1.25% 15,781 $3.7M Add +0.8%
BMY Bristol-Myers Squibb Co. 1.16% 77,496 $3.5M Add +4.6%
GD General Dynamics Corp. 1.15% 10,141 $3.5M No change
UBER Uber Technologies Inc. 1.13% 34,743 $3.4M Add +2.5%
KHC The Kraft Heinz Co. 1.12% 129,611 $3.4M Add +32.8%
NOW ServiceNow Inc. 1.06% 3,459 $3.2M Add +156.4%
CBOE Cboe Global Markets Inc. 1.04% 12,717 $3.1M Add +1.1%
MMM 3M Co. 0.95% 18,385 $2.9M Add +1.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.95% 53,626 $2.8M No change
SRVR Pacer Data & Infrastructure 0.90% 85,120 $2.7M Add +3.7%
XLB SS Materials Select Sector 0.79% 26,592 $2.4M Reduce -0.1%
TFC Truist Financial Corp. 0.75% 49,402 $2.3M Add +0.6%
COF Capital One Financial Corp. 0.69% 9,813 $2.1M Add +1.6%
NEE Nextera Energy Inc. 0.69% 27,481 $2.1M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.65% 3,875 $1.9M No change
CRWD CrowdStrike Holdings Inc. Class A 0.62% 3,766 $1.8M No change
SPOT Spotify Technology SA 0.61% 2,613 $1.8M New
MXI iShares Global Materials ETF 0.52% 16,988 $1.6M Add +1.9%
COST Costco Wholesale Corp. 0.49% 1,590 $1.5M New
ZTS Zoetis Inc. 0.49% 10,048 $1.5M Reduce -18.9%
NVG Nuveen Amt-FR Muni CRDT 0.47% 115,252 $1.4M No change
NAD Nuveen Quality Municipal Inc. 0.45% 115,672 $1.4M No change
ENB Enbridge Inc. 0.43% 25,425 $1.3M Reduce -20.2%
PEP Pepsico Inc. 0.42% 9,017 $1.3M No change
ACN Accenture PLC Class A 0.41% 5,040 $1.2M Add +14.8%
XLRE SS Real Estate Select Sector 0.35% 24,778 $1.0M No change
SHW The Sherwin-Williams Co. 0.35% 3,000 $1.0M No change
IVV iShares Core S&P 500 ETF 0.34% 1,520 $1.0M No change
XOM Exxon Mobil Corp. 0.32% 8,572 $966K No change
RSP Invesco S&P 500 Equal Weight 0.31% 4,900 $930K Add +1.5%
CI The Cigna Group 0.30% 3,165 $912K Add +20.8%
PYPL PayPal Holdings Inc. 0.27% 11,992 $804K Reduce -45.1%
LH Labcorp Holdings Inc. 0.25% 2,626 $754K Reduce -4.9%
DXCM Dexcom Inc. 0.22% 9,810 $660K Reduce -62.6%
AMGN Amgen Inc. 0.22% 2,292 $647K Add +11.7%
KLAC KLA Corp. 0.21% 582 $628K New
HAL Halliburton Co. 0.20% 24,660 $607K Add +5.5%
V Visa Inc. Class A 0.20% 1,718 $586K Add +9.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 11,200 $578K Reduce -5.9%
DPG Duff & Phelps Utility & Inc. 0.14% 32,000 $413K No change
ISRG Intuitive Surgical Inc. 0.14% 907 $406K Add +3.4%
IGV iShares Expanded Tech-Softwa 0.13% 3,268 $376K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.12% 6,080 $348K No change
TGT Target Corp. 0.11% 3,840 $344K Add +16.4%
MU Micron Technology Inc. 0.11% 2,000 $335K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 2,650 $303K Reduce -27.0%
EPD Enterprise Products Partners 0.09% 9,050 $283K New
PG The Procter & Gamble Co. 0.09% 1,718 $264K No change
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.09% 2,675 $256K New
SPH Suburban Propane Partners LP 0.08% 13,455 $251K No change
MPLX MPLX LP 0.08% 4,900 $245K No change
MO Altria Group Inc. 0.08% 3,618 $239K No change
ABBV Abbvie Inc. 0.07% 945 $219K New
IWM iShares Russell 2000 ETF 0.07% 901 $218K Reduce -23.1%
IP International Paper Co. 0.07% 4,625 $215K No change
JPM JPMorgan Chase & Co. 0.07% 640 $202K New
VLY Valley National Bancorp 0.06% 15,979 $169K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.05% 10,500 $158K Reduce -16.0%
GENERATION INCOME PPTYS INC 0.02% 50,000 $46K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
SecurityClassShares / PrincipalValueChange
GIPRW Generation Income Proper -CW *W EXP 99/99/999 50,000$3KNo change

Total filed on the 13F, all lines: $300.2M.

Portfolio Sells Q2 2025 → Q3 2025
ADBE Adobe Inc. Sold out 0.00% −1.03
DXCM Dexcom Inc. Reduce -62.6% 0.22% −0.64
AMZN Amazon.com Inc. Reduce -5.5% 2.43% −0.48
CAG Conagra Brands Inc. Sold out 0.00% −0.48
LULU Lululemon Athletica Inc. Sold out 0.00% −0.40
TU Telus Corp. Reduce -8.0% 1.37% −0.35
PYPL PayPal Holdings Inc. Reduce -45.1% 0.27% −0.34
T AT&T Inc. Reduce -0.9% 1.66% −0.28
GS Goldman Sachs Group Inc. Reduce -8.5% 2.77% −0.28
WMT Walmart Inc. Reduce -0.5% 3.09% −0.24
ADI Analog Devices Inc. Reduce -0.4% 2.40% −0.24
CSCO Cisco Systems Inc. Reduce -2.3% 1.39% −0.24
ZTS Zoetis Inc. Reduce -18.9% 0.49% −0.24
RTX RTX Corp. Reduce -9.6% 1.52% −0.14
ENB Enbridge Inc. Reduce -20.2% 0.43% −0.12
HD Home Depot Inc. Reduce -3.3% 1.66% −0.10
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.09
PNC PNC Financial Services Group Reduce -0.6% 1.54% −0.09
XLB SS Materials Select Sector Reduce -0.1% 0.79% −0.09
DIS The Walt Disney Co. Reduce -27.0% 0.10% −0.07
CVX Chevron Corp. Reduce -0.2% 1.38% −0.06
IWM iShares Russell 2000 ETF Reduce -23.1% 0.07% −0.02
LH Labcorp Holdings Inc. Reduce -4.9% 0.25% −0.02
BAC Bank of America Corp. Reduce -5.9% 0.19% −0.02
ETB Eaton Vance T/M Buy-WRT Inc. Reduce -16.0% 0.05% −0.02
BNY Bank of New York Mellon Corp. Reduce -3.9% 2.27% +0.03
GRMN Garmin Ltd. Reduce -0.8% 2.16% +0.07
EA Electronic Arts Inc. Reduce -5.1% 1.56% +0.09
AVGO Broadcom Inc. Reduce -3.0% 6.30% +0.16
AAPL Apple Inc. Reduce -3.0% 3.53% +0.21
GOOGL Alphabet Inc. Class A Reduce -2.6% 2.62% +0.41
GLW Corning Inc. Reduce -3.4% 3.27% +0.81

Portfolio Buys Q2 2025 → Q3 2025
HELO JPMorgan Hedged Equity ETF New 1.42% +1.42
PSC Principal US Small-Cap ETF New 1.40% +1.40
MSFT Microsoft Corp. Add +28.6% 4.60% +0.71
SPOT Spotify Technology SA New 0.61% +0.61
NOW ServiceNow Inc. Add +156.4% 1.06% +0.54
COST Costco Wholesale Corp. New 0.49% +0.49
BX Blackstone Inc. Add +43.9% 1.54% +0.48
KLAC KLA Corp. New 0.21% +0.21
JPST JPMorgan Ultra-Short Income Add +20.3% 3.36% +0.20
KHC The Kraft Heinz Co. Add +32.8% 1.12% +0.17
NVDA Nvidia Corp. Add +4.9% 1.58% +0.14
CMCSA Comcast Corp. Class A Add +37.5% 1.63% +0.11
EPD Enterprise Products Partners New 0.09% +0.09
HYS PIMCO 0-5 Year H/Y Corp. Bond New 0.09% +0.09
ABBV Abbvie Inc. New 0.07% +0.07
JPM JPMorgan Chase & Co. New 0.07% +0.07
HAS Hasbro Inc. Add +13.7% 1.38% +0.04
HAL Halliburton Co. Add +5.5% 0.20% +0.02
BBY Best Buy Co. Inc. Add +1.8% 1.37% +0.02
AMGN Amgen Inc. Add +11.7% 0.22% −0.00
TGT Target Corp. Add +16.4% 0.11% −0.01
ETR Entergy Corp. Add +0.5% 2.21% −0.01
MXI iShares Global Materials ETF Add +1.9% 0.52% −0.01
V Visa Inc. Class A Add +9.2% 0.20% −0.02
RSP Invesco S&P 500 Equal Weight Add +1.5% 0.31% −0.02
CI The Cigna Group Add +20.8% 0.30% −0.02
NEE Nextera Energy Inc. Add +0.6% 0.69% −0.02
PFE Pfizer Inc. Add +4.7% 1.25% −0.04
MDT Medtronic PLC Add +0.8% 1.39% −0.04
LMT Lockheed Martin Corp. Add +2.2% 1.42% −0.04
TFC Truist Financial Corp. Add +0.6% 0.75% −0.04
ISRG Intuitive Surgical Inc. Add +3.4% 0.14% −0.04
UBER Uber Technologies Inc. Add +2.5% 1.13% −0.06
CBOE Cboe Global Markets Inc. Add +1.1% 1.04% −0.07
COF Capital One Financial Corp. Add +1.6% 0.69% −0.08
ACN Accenture PLC Class A Add +14.8% 0.41% −0.08
MMM 3M Co. Add +1.8% 0.95% −0.09
JPLD JPMorgan Ltd. Duration ETF Add +7.8% 1.97% −0.09
SRVR Pacer Data & Infrastructure Add +3.7% 0.90% −0.10
VZ Verizon Communications Inc. Add +3.9% 1.73% −0.13
BMY Bristol-Myers Squibb Co. Add +4.6% 1.16% −0.13
MCD McDonald's Corp. Add +0.5% 1.80% −0.15
WM Waste Management Inc. Add +1.9% 2.32% −0.35
CRM Salesforce Inc. Add +0.8% 1.25% −0.36

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