Wealth Advisors of Tampa Bay, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Wealth Advisors of Tampa Bay, LLC reported 91 stock positions worth $289.8 million. Its top holding was Broadcom (AVGO) at 6.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Apple (AAPL, 3.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 6, added to 21 and reduced 51. The biggest buy was a new position in Realty Income (O) and the biggest sale Comcast Class A (CMCSA, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001715228
- Portfolio Value
- $289.8M (Q4 2025)
- SEC Filing
- 0001715228-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 91 stocks · $289.8M
| AVGO Broadcom Inc. | 6.76% | 56,629 | $19.6M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.67% | 27,975 | $13.5M | Add +4.9% |
| AAPL Apple Inc. | 3.75% | 40,006 | $10.9M | Reduce -3.9% |
| GLW Corning Inc. | 3.60% | 119,005 | $10.4M | Reduce -0.5% |
| JPST JPMorgan Ultra-Short Income | 3.45% | 197,444 | $10.0M | Reduce -0.7% |
| WMT Walmart Inc. | 3.39% | 88,065 | $9.8M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 3.30% | 30,558 | $9.6M | Reduce -5.4% |
| GS Goldman Sachs Group Inc. | 3.10% | 10,215 | $9.0M | Reduce -2.3% |
| ADI Analog Devices Inc. | 2.75% | 29,363 | $8.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.55% | 31,997 | $7.4M | Reduce -3.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.42% | 60,359 | $7.0M | Reduce -3.7% |
| WM Waste Management Inc. | 2.34% | 30,811 | $6.8M | Reduce -2.4% |
| ETR Entergy Corp. | 2.19% | 68,658 | $6.3M | Reduce -3.7% |
| VZ Verizon Communications Inc. | 2.12% | 150,561 | $6.1M | Add +27.2% |
| JPLD JPMorgan Ltd. Duration ETF | 2.11% | 116,864 | $6.1M | Add +3.5% |
| MCD McDonald's Corp. | 2.05% | 19,469 | $6.0M | Add +9.5% |
| GRMN Garmin Ltd. | 1.94% | 27,645 | $5.6M | Add +4.8% |
| PNC PNC Financial Services Group | 1.71% | 23,690 | $4.9M | Add +2.7% |
| CSCO Cisco Systems Inc. | 1.63% | 61,410 | $4.7M | Add +0.8% |
| RTX RTX Corp. | 1.61% | 25,514 | $4.7M | Reduce -6.3% |
| NVDA Nvidia Corp. | 1.57% | 24,433 | $4.6M | Reduce -4.1% |
| HAS Hasbro Inc. | 1.54% | 54,272 | $4.5M | Reduce -1.0% |
| BX Blackstone Inc. | 1.53% | 28,723 | $4.4M | Add +5.9% |
| PSC Principal US Small-Cap ETF | 1.51% | 75,577 | $4.4M | Add +2.8% |
| T AT&T Inc. | 1.49% | 173,844 | $4.3M | Reduce -1.3% |
| MDT Medtronic PLC | 1.47% | 44,396 | $4.3M | Add +1.7% |
| CVX Chevron Corp. | 1.44% | 27,296 | $4.2M | Add +2.5% |
| HD Home Depot Inc. | 1.41% | 11,869 | $4.1M | Reduce -3.7% |
| HELO JPMorgan Hedged Equity ETF | 1.37% | 59,834 | $4.0M | Reduce -8.5% |
| CRM Salesforce Inc. | 1.36% | 14,856 | $3.9M | Reduce -5.9% |
| BMY Bristol-Myers Squibb Co. | 1.35% | 72,474 | $3.9M | Reduce -6.5% |
| LMT Lockheed Martin Corp. | 1.31% | 7,829 | $3.8M | Reduce -8.5% |
| EA Electronic Arts Inc. | 1.30% | 18,500 | $3.8M | Reduce -20.2% |
| BBY Best Buy Co. Inc. | 1.14% | 49,457 | $3.3M | Reduce -9.1% |
| GD General Dynamics Corp. | 1.11% | 9,521 | $3.2M | Reduce -6.1% |
| CBOE Cboe Global Markets Inc. | 1.04% | 12,062 | $3.0M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 1.03% | 36,418 | $3.0M | Add +4.8% |
| MMM 3M Co. | 1.02% | 18,555 | $3.0M | Add +0.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.96% | 52,686 | $2.8M | Reduce -1.8% |
| NOW ServiceNow Inc. | 0.86% | 16,270 | $2.5M | Reduce -5.9% |
| PFE Pfizer Inc. | 0.84% | 98,094 | $2.4M | Reduce -33.5% |
| TFC Truist Financial Corp. | 0.79% | 46,602 | $2.3M | Reduce -5.7% |
| XLB SS Materials Select Sector | 0.78% | 50,154 | $2.3M | Reduce -5.7% |
| COF Capital One Financial Corp. | 0.77% | 9,173 | $2.2M | Reduce -6.5% |
| NEE Nextera Energy Inc. | 0.74% | 26,831 | $2.2M | Reduce -2.4% |
| SPOT Spotify Technology SA | 0.69% | 3,423 | $2.0M | Add +31.0% |
| TU Telus Corp. | 0.68% | 150,000 | $2.0M | Reduce -42.4% |
| V Visa Inc. Class A | 0.63% | 5,178 | $1.8M | Add +201.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 3,716 | $1.7M | Reduce -1.3% |
| O Realty Income Corp. | 0.60% | 30,865 | $1.7M | New |
| MXI iShares Global Materials ETF | 0.56% | 16,918 | $1.6M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.48% | 1,628 | $1.4M | Add +2.4% |
| NAD Nuveen Quality Municipal Inc. | 0.48% | 115,422 | $1.4M | Reduce -0.2% |
| NVG Nuveen Amt-FR Muni CRDT | 0.48% | 109,152 | $1.4M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.45% | 9,017 | $1.3M | No change |
| ENB Enbridge Inc. | 0.42% | 25,425 | $1.2M | No change |
| CMCSA Comcast Corp. Class A | 0.42% | 40,459 | $1.2M | Reduce -74.0% |
| ACN Accenture PLC Class A | 0.39% | 4,258 | $1.1M | Reduce -15.5% |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,521 | $1.0M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.36% | 8,572 | $1.0M | No change |
| SHYM iShares Short Duration High | 0.34% | 45,000 | $1000K | New |
| SHW The Sherwin-Williams Co. | 0.34% | 3,000 | $972K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 5,056 | $969K | Add +3.2% |
| KHC The Kraft Heinz Co. | 0.31% | 36,983 | $897K | Reduce -71.5% |
| XLRE SS Real Estate Select Sector | 0.31% | 22,203 | $896K | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 1,775 | $892K | Reduce -54.2% |
| CI The Cigna Group | 0.30% | 3,165 | $871K | No change |
| AMGN Amgen Inc. | 0.25% | 2,217 | $726K | Reduce -3.3% |
| LH Labcorp Holdings Inc. | 0.23% | 2,601 | $653K | Reduce -0.9% |
| KLAC KLA Corp. | 0.21% | 510 | $620K | Reduce -12.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 10,950 | $602K | Reduce -2.2% |
| ISRG Intuitive Surgical Inc. | 0.21% | 1,062 | $601K | Add +17.1% |
| HAL Halliburton Co. | 0.20% | 20,310 | $574K | Reduce -17.6% |
| TGT Target Corp. | 0.16% | 4,835 | $473K | Add +25.9% |
| MU Micron Technology Inc. | 0.15% | 1,500 | $428K | Reduce -25.0% |
| DPG Duff & Phelps Utility & Inc. | 0.14% | 32,000 | $407K | No change |
| PYPL PayPal Holdings Inc. | 0.13% | 6,294 | $367K | Reduce -47.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 6,080 | $352K | No change |
| IGV iShares Expanded Tech-Softwa | 0.12% | 3,268 | $345K | No change |
| EPD Enterprise Products Partners | 0.10% | 9,050 | $290K | No change |
| MPLX MPLX LP | 0.09% | 4,900 | $262K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.09% | 2,675 | $254K | No change |
| SPH Suburban Propane Partners LP | 0.09% | 13,455 | $249K | No change |
| PG The Procter & Gamble Co. | 0.09% | 1,718 | $246K | No change |
| TILT NT Mstar US Ftilt ETF | 0.08% | 916 | $228K | New |
| ABBV Abbvie Inc. | 0.07% | 945 | $216K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 874 | $215K | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,850 | $210K | Reduce -30.2% |
| MO Altria Group Inc. | 0.07% | 3,565 | $206K | Reduce -1.5% |
| VLY Valley National Bancorp | 0.06% | 15,979 | $187K | No change |
| GENERATION INCOME PPTYS INC | 0.01% | 50,000 | $32K | 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: $289.8M.
Portfolio Sells Q3 2025 → Q4 2025
| CMCSA Comcast Corp. Class A | Reduce -74.0% | 0.42% | −1.21 |
| SRVR Pacer Data & Infrastructure | Sold out | 0.00% | −0.90 |
| KHC The Kraft Heinz Co. | Reduce -71.5% | 0.31% | −0.81 |
| TU Telus Corp. | Reduce -42.4% | 0.68% | −0.69 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.49 |
| PFE Pfizer Inc. | Reduce -33.5% | 0.84% | −0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -54.2% | 0.31% | −0.34 |
| HD Home Depot Inc. | Reduce -3.7% | 1.41% | −0.25 |
| EA Electronic Arts Inc. | Reduce -20.2% | 1.30% | −0.25 |
| BBY Best Buy Co. Inc. | Reduce -9.1% | 1.14% | −0.23 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.22 |
| NOW ServiceNow Inc. | Reduce -5.9% | 0.86% | −0.20 |
| T AT&T Inc. | Reduce -1.3% | 1.49% | −0.17 |
| PYPL PayPal Holdings Inc. | Reduce -47.5% | 0.13% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -8.5% | 1.31% | −0.12 |
| IP International Paper Co. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.07 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Sold out | 0.00% | −0.05 |
| GD General Dynamics Corp. | Reduce -6.1% | 1.11% | −0.05 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.5% | 1.37% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -10.4% | 0.31% | −0.04 |
| DIS The Walt Disney Co. | Reduce -30.2% | 0.07% | −0.03 |
| LH Labcorp Holdings Inc. | Reduce -0.9% | 0.23% | −0.03 |
| ETR Entergy Corp. | Reduce -3.7% | 2.19% | −0.02 |
| ACN Accenture PLC Class A | Reduce -15.5% | 0.39% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.3% | 0.60% | −0.01 |
| NVDA Nvidia Corp. | Reduce -4.1% | 1.57% | −0.01 |
| XLB SS Materials Select Sector | Reduce -5.7% | 0.78% | −0.01 |
| MO Altria Group Inc. | Reduce -1.5% | 0.07% | −0.01 |
| HAL Halliburton Co. | Reduce -17.6% | 0.20% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -3.0% | 0.07% | +0.00 |
| KLAC KLA Corp. | Reduce -12.4% | 0.21% | +0.00 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -5.3% | 0.48% | +0.01 |
| CBOE Cboe Global Markets Inc. | Reduce -5.2% | 1.04% | +0.01 |
| WM Waste Management Inc. | Reduce -2.4% | 2.34% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.8% | 0.96% | +0.01 |
| BAC Bank of America Corp. | Reduce -2.2% | 0.21% | +0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -0.2% | 0.48% | +0.03 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.25% | +0.03 |
| MU Micron Technology Inc. | Reduce -25.0% | 0.15% | +0.04 |
| TFC Truist Financial Corp. | Reduce -5.7% | 0.79% | +0.04 |
| MXI iShares Global Materials ETF | Reduce -0.4% | 0.56% | +0.04 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 0.74% | +0.05 |
| COF Capital One Financial Corp. | Reduce -6.5% | 0.77% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.7% | 3.45% | +0.09 |
| RTX RTX Corp. | Reduce -6.3% | 1.61% | +0.10 |
| CRM Salesforce Inc. | Reduce -5.9% | 1.36% | +0.11 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 2.55% | +0.12 |
| BNY Bank of New York Mellon Corp. | Reduce -3.7% | 2.42% | +0.14 |
| HAS Hasbro Inc. | Reduce -1.0% | 1.54% | +0.15 |
Portfolio Buys Q3 2025 → Q4 2025
| O Realty Income Corp. | New | 0.60% | +0.60 |
| V Visa Inc. Class A | Add +201.4% | 0.63% | +0.43 |
| VZ Verizon Communications Inc. | Add +27.2% | 2.12% | +0.38 |
| ADI Analog Devices Inc. | Add +0.1% | 2.75% | +0.35 |
| SHYM iShares Short Duration High | New | 0.34% | +0.34 |
| MCD McDonald's Corp. | Add +9.5% | 2.05% | +0.25 |
| CSCO Cisco Systems Inc. | Add +0.8% | 1.63% | +0.24 |
| PNC PNC Financial Services Group | Add +2.7% | 1.71% | +0.16 |
| JPLD JPMorgan Ltd. Duration ETF | Add +3.5% | 2.11% | +0.14 |
| PSC Principal US Small-Cap ETF | Add +2.8% | 1.51% | +0.11 |
| MDT Medtronic PLC | Add +1.7% | 1.47% | +0.09 |
| TILT NT Mstar US Ftilt ETF | New | 0.08% | +0.08 |
| SPOT Spotify Technology SA | Add +31.0% | 0.69% | +0.08 |
| MMM 3M Co. | Add +0.9% | 1.02% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +17.1% | 0.21% | +0.07 |
| MSFT Microsoft Corp. | Add +4.9% | 4.67% | +0.07 |
| CVX Chevron Corp. | Add +2.5% | 1.44% | +0.06 |
| TGT Target Corp. | Add +25.9% | 0.16% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +3.2% | 0.33% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.36% | +0.02 |
| COST Costco Wholesale Corp. | Add +2.4% | 0.48% | −0.01 |
| BX Blackstone Inc. | Add +5.9% | 1.53% | −0.02 |
| UBER Uber Technologies Inc. | Add +4.8% | 1.03% | −0.11 |
| GRMN Garmin Ltd. | Add +4.8% | 1.94% | −0.23 |
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 |