Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2025) About Wealth Advisors Of Tampa Bay, LLCInvestment ActivityWealth Advisors Of Tampa Bay, LLC has $265.18 million in total holdings as of June 30, 2025.Wealth Advisors Of Tampa Bay, LLC owns shares of 90 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.16% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 150 new stocks and bought additional shares in 42 stocks.Wealth Advisors Of Tampa Bay, LLC sold shares of 27 stocks and completely divested from 61 stocks this quarter.Largest Holdings Broadcom $16,282,381Microsoft $10,317,282Walmart $8,855,156Apple $8,801,798JPMorgan Ultra-Short Income ETF $8,374,668 Largest New Holdings this Quarter 09260D107 - Blackstone $2,819,589 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 76,253 shares (about $3.86M)Blackstone 18,850 shares (about $2.82M)Kraft Heinz 42,275 shares (about $1.09M)JPMORGAN LTD 16,130 shares (about $842.47K)Truist Financial 15,865 shares (about $682.04K) Largest Sales this Quarter Broadcom 13,276 shares (about $3.66M)Electronic Arts 3,165 shares (about $505.45K)Comcast 13,229 shares (about $472.14K)Walmart 4,295 shares (about $419.97K)AT&T 11,955 shares (about $345.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Of Tampa Bay, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$16,282,381$3,659,532 ▼-18.4%59,0696.1%Computer and TechnologyMSFTMicrosoft$10,317,282$17,409 ▼-0.2%20,7423.9%Computer and TechnologyWMTWalmart$8,855,156$419,965 ▼-4.5%90,5623.3%Retail/WholesaleAAPLApple$8,801,798$29,750 ▲0.3%42,9003.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$8,374,668$3,864,502 ▲85.7%165,2463.2%ETFGSThe Goldman Sachs Group$8,088,878$239,927 ▼-2.9%11,4293.1%FinanceAMZNAmazon.com$7,719,680$36,199 ▼-0.5%35,1872.9%Retail/WholesaleWMWaste Management$7,090,002$116,698 ▼-1.6%30,9852.7%Business ServicesADIAnalog Devices$7,008,028$3,570 ▲0.1%29,4432.6%Computer and TechnologyGLWCorning$6,507,233$111,228 ▲1.7%123,7352.5%Computer and TechnologyBKBank of New York Mellon$5,939,469$88,832 ▼-1.5%65,1902.2%FinanceETREntergy$5,898,861$22,858 ▼-0.4%70,9682.2%UtilitiesGOOGLAlphabet$5,842,027$13,217 ▼-0.2%33,1502.2%Computer and TechnologyGRMNGarmin$5,553,203$35,482 ▲0.6%26,6062.1%Computer and TechnologyJPMORGAN LTD$5,467,866$842,472 ▲18.2%104,6882.1%MF Closed and MF OpenMCDMcDonald's$5,170,537$40,904 ▲0.8%17,6971.9%Retail/WholesaleTAT&T$5,143,538$345,978 ▼-6.3%177,7311.9%Computer and TechnologyVZVerizon Communications$4,929,244$47,164 ▲1.0%113,9181.9%Computer and TechnologyHDHome Depot$4,670,626$40,330 ▼-0.9%12,7391.8%Retail/WholesaleTUTELUS$4,542,112$68,849 ▲1.5%282,8211.7%UtilitiesRTXRTX$4,400,902$71,550 ▼-1.6%30,1391.7%AerospacePNCThe PNC Financial Services Group$4,325,882$26,099 ▲0.6%23,2051.6%FinanceCSCOCisco Systems$4,323,422$45,444 ▼-1.0%62,3151.6%Computer and TechnologyCRMSalesforce$4,267,874$54,538 ▲1.3%15,6511.6%Computer and TechnologyCMCSAComcast$4,036,832$472,144 ▼-10.5%113,1081.5%Consumer DiscretionaryEAElectronic Arts$3,899,879$505,451 ▼-11.5%24,4201.5%Consumer DiscretionaryLMTLockheed Martin$3,877,877$23,157 ▲0.6%8,3731.5%AerospaceNVDANVIDIA$3,838,846$47,397 ▲1.3%24,2981.4%Computer and TechnologyCVXChevron$3,824,042$556,295 ▲17.0%26,7061.4%EnergyMDTMedtronic$3,775,867$127,094 ▲3.5%43,3161.4%MedicalBBYBest Buy$3,588,509$39,271 ▲1.1%53,4561.4%Retail/WholesaleHASHasbro$3,556,432$27,683 ▲0.8%48,1771.3%Consumer DiscretionaryBMYBristol Myers Squibb$3,428,525$197,196 ▲6.1%74,0661.3%MedicalPFEPfizer$3,412,263$20,846 ▼-0.6%140,7701.3%MedicalUBERUber Technologies$3,161,753$31,722 ▲1.0%33,8881.2%Computer and TechnologyGDGeneral Dynamics$2,957,730$36,458 ▲1.2%10,1411.1%AerospaceCBOECboe Global Markets$2,934,248$17,491 ▼-0.6%12,5821.1%Financial ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,829,308$52,760 ▼-1.8%53,6261.1%ManufacturingBXBlackstone$2,819,589$2,819,589 ▲New Holding18,8501.1%FinanceMMM3M$2,749,454$47,194 ▲1.7%18,0601.0%Multi-Sector ConglomeratesADBEAdobe$2,732,921$245,669 ▲9.9%7,0641.0%Computer and TechnologySRVRPacer Data & Infrastructure Real Estate ETF$2,652,341$42,016 ▲1.6%82,0651.0%ETFKHCKraft Heinz$2,520,711$1,091,544 ▲76.4%97,6261.0%Consumer StaplesXLBMaterials Select Sector SPDR Fund$2,336,366$68,492 ▼-2.8%26,6070.9%ETFDXCMDexCom$2,289,182$494,935 ▲27.6%26,2250.9%MedicalTFCTruist Financial$2,110,899$682,038 ▲47.7%49,1020.8%FinanceCOFCapital One Financial$2,055,899$63,828 ▼-3.0%9,6630.8%FinanceZTSZoetis$1,931,134$66,279 ▲3.6%12,3830.7%MedicalCRWDCrowdStrike$1,918,062$180,805 ▼-8.6%3,7660.7%Computer and TechnologyNEENextEra Energy$1,897,319$13,884 ▲0.7%27,3310.7%UtilitiesBRK.BBerkshire Hathaway$1,882,3590.0%3,8750.7%FinancePYPLPayPal$1,623,297$407,348 ▲33.5%21,8420.6%Business ServicesENBEnbridge$1,444,575$33,220 ▼-2.2%31,8750.5%EnergyMXIiShares Global Materials ETF$1,425,034$13,675 ▲1.0%16,6730.5%ETFNOWServiceNow$1,386,880$35,983 ▼-2.5%1,3490.5%Computer and TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$1,374,9570.0%115,2520.5%Financial ServicesACNAccenture$1,312,131$576,859 ▲78.5%4,3900.5%Computer and TechnologyNADNuveen Quality Municipal Income Fund$1,305,9370.0%115,6720.5%Financial ServicesCAGConagra Brands$1,264,804$10,747 ▲0.9%61,7880.5%Consumer StaplesPEPPepsiCo$1,190,605$442,334 ▲59.1%9,0170.4%Consumer StaplesLULUlululemon athletica$1,052,957$24,946 ▲2.4%4,4320.4%Consumer DiscretionarySHWSherwin-Williams$1,030,0800.0%3,0000.4%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$1,026,305$20,710 ▲2.1%24,7780.4%ETFIVViShares Core S&P 500 ETF$943,768$78,233 ▼-7.7%1,5200.4%ETFXOMExxon Mobil$924,062$12,074 ▲1.3%8,5720.3%EnergyRSPInvesco S&P 500 Equal Weight ETF$877,440$7,088 ▲0.8%4,8280.3%ETFCICigna Group$866,1200.0%2,6200.3%MedicalLABCORP HOLDINGS$724,791$32,814 ▲4.7%2,7610.3%Common StockAMGNAmgen$572,939$11,168 ▼-1.9%2,0520.2%MedicalBACBank of America$563,1080.0%11,9000.2%FinanceVVisa$558,497$79,887 ▲16.7%1,5730.2%Business ServicesHALHalliburton$476,586$272,277 ▲133.3%23,3850.2%EnergyISRGIntuitive Surgical$476,570$51,624 ▲12.1%8770.2%MedicalDISWalt Disney$450,2810.0%3,6310.2%Consumer DiscretionaryDPGDuff & Phelps Utility and Infrastructure Fund$397,1200.0%32,0000.1%Financial ServicesIGViShares Expanded Tech-Software Sector ETF$357,8460.0%3,2680.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$330,6300.0%6,0800.1%ETFTGTTarget$325,548$14,798 ▲4.8%3,3000.1%Retail/WholesalePGProcter & Gamble$273,7120.0%1,7180.1%Consumer StaplesIWMiShares Russell 2000 ETF$252,6900.0%1,1710.1%FinanceMPLXMplx$252,3990.0%4,9000.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$251,4720.0%2,5350.1%FinanceSPHSuburban Propane Partners$249,3220.0%13,4550.1%EnergyMUMicron Technology$246,5000.0%2,0000.1%Computer and TechnologyIPInternational Paper$216,5890.0%4,6250.1%Basic MaterialsMOAltria Group$212,123$8,794 ▼-4.0%3,6180.1%Consumer StaplesETBEaton Vance Tax-Managed Buy-Write Income Fund$180,500$21,169 ▼-10.5%12,5000.1%Financial ServicesVLYValley National Bancorp$142,6930.0%15,9790.1%FinanceGIPRGeneration Income Properties$73,0000.0%50,0000.0%FinanceGIPRWGeneration Income Properties$2,7600.0%50,0000.0%Real EstateSLYVSPDR S&P 600 Small Cap Value ETF$0$2,773,712 ▼-100.0%00.0%ETFHSYHershey$0$250,559 ▼-100.0%00.0%Consumer StaplesEPDEnterprise Products Partners$0$200,573 ▼-100.0%00.0%EnergyABBVAbbVie$0$180,187 ▼-100.0%00.0%MedicalDDominion Energy$0$162,603 ▼-100.0%00.0%UtilitiesJPMJPMorgan Chase & Co.$0$156,992 ▼-100.0%00.0%FinanceCCICrown Castle$0$150,612 ▼-100.0%00.0%FinanceGWWW.W. Grainger$0$148,175 ▼-100.0%00.0%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$0$133,484 ▼-100.0%00.0%FinanceGEGE Aerospace$0$127,896 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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