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 $246.01 million in total holdings as of March 31, 2025.Wealth Advisors Of Tampa Bay, LLC owns shares of 150 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 11.08% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 86 new stocks and bought additional shares in 47 stocks.Wealth Advisors Of Tampa Bay, LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Broadcom $12,112,737Apple $9,497,173Walmart $8,327,510Microsoft $7,799,481Waste Management $7,291,417 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $4,505,715 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $829,599 HoldingG1151C101 - Accenture $767,619 Holding46120E602 - Intuitive Surgical $387,302 Holding87612E106 - Target $328,734 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 88,993 shares (about $4.51M)Verizon Communications 53,178 shares (about $2.41M)NVIDIA 17,303 shares (about $1.88M)Pfizer 68,060 shares (about $1.72M)3M 6,615 shares (about $971.48K) Largest Sales this Quarter TotalEnergies 41,341 shares (about $2.67M)Cisco Systems 22,137 shares (about $1.37M)Walmart 10,215 shares (about $896.78K)Waste Management 2,490 shares (about $576.46K)Apple 2,275 shares (about $505.35K) 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$12,112,737$116,364 ▼-1.0%72,3454.9%Computer and TechnologyAAPLApple$9,497,173$505,346 ▼-5.1%42,7553.9%Computer and TechnologyWMTWalmart$8,327,510$896,776 ▼-9.7%94,8573.4%Retail/WholesaleMSFTMicrosoft$7,799,481$2,628 ▼0.0%20,7773.2%Computer and TechnologyWMWaste Management$7,291,417$576,461 ▼-7.3%31,4953.0%Business ServicesAMZNAmazon.com$6,726,076$57,078 ▲0.9%35,3522.7%Retail/WholesaleGSThe Goldman Sachs Group$6,428,745$147,498 ▲2.3%11,7682.6%FinanceETREntergy$6,090,570$64,032 ▲1.1%71,2432.5%UtilitiesADIAnalog Devices$5,934,748$107,894 ▲1.9%29,4282.4%Computer and TechnologyGRMNGarmin$5,740,063$2,388 ▲0.0%26,4362.3%Computer and TechnologyGLWCorning$5,567,768$25,591 ▲0.5%121,6202.3%Computer and TechnologyBKBank of New York Mellon$5,549,269$130,418 ▼-2.3%66,1652.3%FinanceMCDMcDonald's$5,484,282$55,290 ▼-1.0%17,5572.2%Retail/WholesaleTAT&T$5,364,319$4,497 ▲0.1%189,6862.2%Computer and TechnologyGOOGLAlphabet$5,137,914$73,763 ▲1.5%33,2252.1%Computer and TechnologyVZVerizon Communications$5,117,877$2,412,154 ▲89.2%112,8282.1%Computer and TechnologyHDHome Depot$4,709,036$85,392 ▼-1.8%12,8491.9%Retail/WholesaleCMCSAComcast$4,661,855$630,255 ▲15.6%126,3371.9%Consumer DiscretionaryJPMORGAN LTD$4,605,023$203,216 ▲4.6%88,5581.9%MF Closed and MF OpenJPSTJPMorgan Ultra-Short Income ETF$4,505,715$4,505,715 ▲New Holding88,9931.8%ETFBMYBristol-Myers Squibb$4,257,473$120,272 ▼-2.7%69,8061.7%MedicalCRMSalesforce$4,146,431$120,762 ▲3.0%15,4511.7%Computer and TechnologyRTXRTX$4,057,124$21,194 ▲0.5%30,6291.6%AerospacePNCThe PNC Financial Services Group$4,054,141$907,326 ▲28.8%23,0651.6%FinanceTUTELUS$3,994,183$288,449 ▲7.8%278,5341.6%UtilitiesEAElectronic Arts$3,986,584$395,262 ▲11.0%27,5851.6%Consumer DiscretionaryBBYBest Buy$3,891,847$312,844 ▲8.7%52,8711.6%Retail/WholesaleCSCOCisco Systems$3,885,885$1,366,076 ▼-26.0%62,9701.6%Computer and TechnologyCVXChevron$3,817,733$532,987 ▲16.2%22,8211.6%EnergyMDTMedtronic$3,761,370$125,804 ▲3.5%41,8581.5%MedicalLMTLockheed Martin$3,717,972$336,373 ▲9.9%8,3231.5%AerospacePFEPfizer$3,588,904$1,724,640 ▲92.5%141,6301.5%MedicalHASHasbro$2,939,344$114,371 ▲4.0%47,8021.2%Consumer DiscretionaryCBOECboe Global Markets$2,864,155$145,957 ▲5.4%12,6571.2%Financial ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,860,764$26,185 ▼-0.9%54,6261.2%ManufacturingSLYVSPDR S&P 600 Small Cap Value ETF$2,773,712$19,835 ▲0.7%35,3791.1%ETFGDGeneral Dynamics$2,730,165$128,931 ▲5.0%10,0161.1%AerospaceMMM3M$2,606,771$971,481 ▲59.4%17,7501.1%Multi-Sector ConglomeratesNVDANVIDIA$2,600,907$1,875,302 ▲258.4%23,9981.1%Computer and TechnologyADBEAdobe$2,465,720$350,547 ▲16.6%6,4291.0%Computer and TechnologyUBERUber Technologies$2,444,309$203,935 ▲9.1%33,5481.0%Computer and TechnologySRVRPacer Data & Infrastructure Real Estate ETF$2,370,461$123,857 ▲5.5%80,7651.0%ETFXLBMaterials Select Sector SPDR Fund$2,354,738$167,661 ▲7.7%27,3871.0%ETFBRK.BBerkshire Hathaway$2,063,748$79,887 ▲4.0%3,8750.8%FinanceZTSZoetis$1,968,889$364,701 ▲22.7%11,9580.8%MedicalNEENextEra Energy$1,923,323$170,137 ▲9.7%27,1310.8%UtilitiesCOFCapital One Financial$1,786,370$15,241 ▼-0.8%9,9630.7%FinanceKHCKraft Heinz$1,684,337$270,737 ▲19.2%55,3510.7%Consumer StaplesCAGConagra Brands$1,633,888$359,912 ▼-18.1%61,2630.7%Consumer StaplesCRWDCrowdStrike$1,452,983$3,526 ▼-0.2%4,1210.6%Computer and TechnologyENBEnbridge$1,444,862$5,539 ▲0.4%32,6080.6%EnergyNVGNuveen AMT-Free Municipal Credit Income Fund$1,426,8190.0%115,2520.6%Financial ServicesDXCMDexCom$1,403,704$222,967 ▲18.9%20,5550.6%MedicalTFCTruist Financial$1,367,708$470,017 ▲52.4%33,2370.6%FinanceMXIiShares Global Materials ETF$1,349,615$127,908 ▲10.5%16,5130.5%ETFNADNuveen Quality Municipal Income Fund$1,332,5420.0%115,6720.5%Financial ServicesLULULululemon Athletica$1,224,8020.0%4,3270.5%Consumer DiscretionaryNOWServiceNow$1,101,859$65,284 ▲6.3%1,3840.4%Computer and TechnologyPYPLPayPal$1,067,559$211,476 ▲24.7%16,3610.4%Computer and TechnologySHWSherwin-Williams$1,047,570$698 ▼-0.1%3,0000.4%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$1,016,037$21,134 ▼-2.0%24,2780.4%ETFXOMExxon Mobil$1,006,148$119 ▼0.0%8,4600.4%EnergyIVViShares Core S&P 500 ETF$924,8870.0%1,6460.4%ETFCIThe Cigna Group$861,9800.0%2,6200.4%MedicalPEPPepsiCo$849,711$636,796 ▲299.1%5,6670.3%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$829,599$829,599 ▲New Holding4,7890.3%ETFACNAccenture$767,619$767,619 ▲New Holding2,4600.3%Computer and TechnologyAMGNAmgen$651,764$99,696 ▲18.1%2,0920.3%MedicalLABCORP HOLDINGS$613,502$44,221 ▲7.8%2,6360.2%Common StockBACBank of America$496,587$254,303 ▼-33.9%11,9000.2%FinanceVVisa$472,424$50,817 ▲12.1%1,3480.2%Business ServicesDPGDuff & Phelps Utility and Infrastructure Fund$391,3600.0%32,0000.2%Financial ServicesISRGIntuitive Surgical$387,302$387,302 ▲New Holding7820.2%MedicalDISWalt Disney$358,380$155,453 ▼-30.3%3,6310.1%Consumer DiscretionaryTGTTarget$328,734$328,734 ▲New Holding3,1500.1%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$311,1740.0%6,0800.1%ETFPGProcter & Gamble$292,782$682 ▼-0.2%1,7180.1%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$290,820$5,962 ▼-2.0%3,2680.1%ETFSPHSuburban Propane Partners$282,6900.0%13,4550.1%EnergyMPLXMplx$262,2480.0%4,9000.1%EnergyHALHalliburton$254,337$254,337 ▲New Holding10,0250.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$250,762$13,651 ▲5.8%2,5350.1%FinanceHSYHershey$250,559$85,515 ▼-25.4%1,4650.1%Consumer StaplesIPInternational Paper$246,7440.0%4,6250.1%Basic MaterialsIWMiShares Russell 2000 ETF$233,603$1,596 ▲0.7%1,1710.1%FinanceMOAltria Group$226,155$226,155 ▲New Holding3,7680.1%Consumer StaplesEPDEnterprise Products Partners$200,573$200,573 ▲New Holding5,8750.1%EnergyETBEaton Vance Tax-Managed Buy-Write Income Fund$190,6360.0%13,9660.1%Financial ServicesABBVAbbVie$180,187$180,187 ▲New Holding8600.1%MedicalMUMicron Technology$173,780$173,780 ▲New Holding2,0000.1%Computer and TechnologyDDominion Energy$162,603$162,603 ▲New Holding2,9000.1%UtilitiesJPMJPMorgan Chase & Co.$156,992$156,992 ▲New Holding6400.1%FinanceCCICrown Castle$150,612$150,612 ▲New Holding1,4450.1%FinanceGWWW.W. Grainger$148,175$148,175 ▲New Holding1500.1%IndustrialsVLYValley National Bancorp$142,0530.0%15,9790.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$133,484$133,484 ▲New Holding6760.1%FinanceGEGE Aerospace$127,896$127,896 ▲New Holding6390.1%IndustrialsSOSouthern$125,880$125,880 ▲New Holding1,3690.1%UtilitiesCMICummins$125,376$125,376 ▲New Holding4000.1%Auto/Tires/TrucksCORCencora$121,803$121,803 ▲New Holding4380.0%MedicalShowing 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. 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