Wealth Advisors of Tampa Bay, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Wealth Advisors of Tampa Bay, LLC held in its portfolio 90 assets valued at $289,813,890 (i.e. $289.81M).
The most valuable assets in the portfolio included: BROADCOM INC ($19.60M), MICROSOFT CORP ($13.53M), and APPLE INC ($10.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Advisors of Tampa Bay, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 56629 | 19599313 | Common Stock |
| MICROSOFT CORP | 27975 | 13529283 | Common Stock |
| APPLE INC | 40006 | 10876032 | Common Stock |
| CORNING INC | 119005 | 10420078 | Common Stock |
| JPMORGAN | 197444 | 9988697 | MF Closed and MF Open |
| WALMART INC | 88065 | 9811326 | Common Stock |
| ALPHABET INC | 30558 | 9564654 | Common Stock |
| GOLDMAN SACHS | 10215 | 8978985 | Common Stock |
| ANALOG DEVICES | 29363 | 7963245 | Common Stock |
| AMAZON COM | 31997 | 7385546 | Common Stock |
| BANK NEW YORK | 60359 | 7007081 | Common Stock |
| WASTE MANAGEMENT | 30811 | 6769492 | Common Stock |
| ENTERGY CORP | 68658 | 6346067 | Common Stock |
| VERIZON COMMUNICATIONS | 150561 | 6132360 | Common Stock |
| JPMORGAN LTD | 116864 | 6116501 | MF Closed and MF Open |
| MCDONALDS CORP | 19469 | 5950315 | Common Stock |
| GARMIN LTD | 27645 | 5607801 | Common Stock |
| PNC FINANCIAL | 23690 | 4944825 | Common Stock |
| CISCO SYSTEMS | 61410 | 4730418 | Common Stock |
| RTX CORP | 25514 | 4679269 | Common Stock |
| NVIDIA CORP | 24433 | 4556761 | Common Stock |
| HASBRO INC | 54272 | 4450304 | Common Stock |
| BLACKSTONE INC | 28723 | 4427371 | Common Stock |
| PRINCIPAL US | 75577 | 4363109 | MF Closed and MF Open |
| AT&T INC | 173844 | 4318285 | Common Stock |
| MEDTRONIC PLC | 44396 | 4264691 | Common Stock |
| CHEVRON CORP | 27296 | 4160188 | Common Stock |
| HOME DEPOT | 11869 | 4084134 | Common Stock |
| JPMORGAN HEDGED | 59834 | 3974811 | MF Closed and MF Open |
| SALESFORCE INC | 14856 | 3935505 | Common Stock |
| BRISTOL MYERS | 72474 | 3909255 | Common Stock |
| LOCKHEED MARTIN | 7829 | 3786655 | Common Stock |
| ELECTRONIC ARTS | 18500 | 3780106 | Common Stock |
| STATE STREET | 78437 | 3522478 | MF Closed and MF Open |
| BEST BUY | 49457 | 3310165 | Common Stock |
| GENERAL DYNAMICS | 9521 | 3205345 | Common Stock |
| CBOE GLOBAL | 12062 | 3027562 | Common Stock |
| UBER TECHNOLOGIES | 36418 | 2975719 | Common Stock |
| 3M COMPANY | 18555 | 2970664 | Common Stock |
| ISHARES 1-5 | 52686 | 2786036 | MF Closed and MF Open |
| SERVICENOW INC | 16270 | 2492404 | Common Stock |
| PFIZER INC | 98094 | 2442555 | Common Stock |
| TRUIST FINANCIAL | 46602 | 2293289 | Common Stock |
| CAPITAL ONE | 9173 | 2223168 | Common Stock |
| NEXTERA ENERGY | 26831 | 2153992 | Common Stock |
| SPOTIFY TECHNOLOGY | 3423 | 1987770 | Common Stock |
| TELUS CORP | 150000 | 1975511 | Common Stock |
| VISA INC | 5178 | 1815979 | Common Stock |
| CROWDSTRIKE HOLDINGS | 3716 | 1741911 | Common Stock |
| REALTY INCOME | 30865 | 1739875 | Common Stock |
| ISHARES GLOBAL | 16918 | 1634951 | MF Closed and MF Open |
| COSTCO WHOLESALE | 1628 | 1403890 | Common Stock |
| NUVEEN QUALITY | 115422 | 1387373 | MF Closed and MF Open |
| NUVEEN AMT | 109152 | 1381865 | MF Closed and MF Open |
| PEPSICO INC | 9017 | 1294120 | Common Stock |
| ENBRIDGE INC | 25425 | 1216080 | Common Stock |
| COMCAST CORP | 40459 | 1209323 | Common Stock |
| ACCENTURE PLC | 4258 | 1142429 | Common Stock |
| ISHARES CORE | 1521 | 1041794 | MF Closed and MF Open |
| EXXON MOBIL | 8572 | 1031554 | Common Stock |
| ISHARES SHORT | 45000 | 999900 | MF Closed and MF Open |
| SHERWIN WILLIAMS | 3000 | 972090 | Common Stock |
| INVESCO S&P | 5056 | 968529 | MF Closed and MF Open |
| KRAFT HEINZ | 36983 | 896842 | Common Stock |
| BERKSHIRE HATHAWAY | 1775 | 892204 | Common Stock |
| CIGNA GROUP | 3165 | 871104 | Common Stock |
| AMGEN INC | 2217 | 725647 | Common Stock |
| LABCORP HOLDINGS | 2601 | 652540 | Common Stock |
| KLA CORP | 510 | 619690 | Common Stock |
| BANK AMERICA | 10950 | 602250 | Common Stock |
| INTUITIVE SURGICAL | 1062 | 601473 | Common Stock |
| HALLIBURTON COMPANY | 20310 | 573961 | Common Stock |
| TARGET CORP | 4835 | 472623 | Common Stock |
| MICRON TECHNOLOGY INC | 1500 | 428115 | Common Stock |
| DUFF & PHELPS | 32000 | 406720 | MF Closed and MF Open |
| PAYPAL HOLDINGS | 6294 | 367444 | Common Stock |
| ISHARES EXPANDED | 3268 | 345395 | MF Closed and MF Open |
| ENTERPRISE PRODUCTS | 9050 | 290143 | Oil & Gas, Real Estate and REIT |
| MPLX | 4900 | 261513 | Oil & Gas, Real Estate and REIT |
| PIMCO 0-5 | 2675 | 253644 | MF Closed and MF Open |
| SUBURBAN PROPANE | 13455 | 249456 | Oil & Gas, Real Estate and REIT |
| PROCTER & GAMBLE | 1718 | 246207 | Common Stock |
| FLEXSHARES MORNINGSTAR | 916 | 227796 | MF Closed and MF Open |
| ABBVIE INC | 945 | 215923 | Common Stock |
| ISHARES RUSSELL | 874 | 215144 | MF Closed and MF Open |
| WALT DISNEY | 1850 | 210475 | Common Stock |
| ALTRIA GROUP | 3565 | 205558 | Common Stock |
| VALLEY NATIONAL | 15979 | 186634 | Common Stock |
| GENERATION INCOME | 50000 | 32050 | Common Stock |
| GENERATION INCOME | 50000 | 2555 | Rights and Bearer Warrants; Warrants (except Bearer) |
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