Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2026) About Wealth Advisors Of Tampa Bay, LLCInvestment ActivityWealth Advisors Of Tampa Bay, LLC has $302.38 million in total holdings as of March 31, 2026.Wealth Advisors Of Tampa Bay, LLC owns shares of 93 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.85% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 92 new stocks and bought additional shares in 29 stocks.Wealth Advisors Of Tampa Bay, LLC sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $17,248,693Corning $12,586,886JPMorgan Ultra-Short Income ETF $11,788,901Microsoft $11,367,555Apple $10,005,927 Largest New Holdings this Quarter 013091103 - Albertsons Companies $1,940,004 Holding98978V103 - Zoetis $1,908,503 Holding64110L106 - Netflix $1,369,660 Holding75734B100 - REDDIT INC $317,372 Holding25434V724 - Dimensional US Marketwide Value ETF $206,246 Holding Largest Purchases this Quarter JPMORGAN LTD 68,070 shares (about $3.55M)Albertsons Companies 113,850 shares (about $1.94M)Zoetis 16,145 shares (about $1.91M)JPMorgan Ultra-Short Income ETF 35,492 shares (about $1.80M)Best Buy 25,135 shares (about $1.61M) Largest Sales this Quarter Corning 26,434 shares (about $3.59M)WALMART INC 8,391 shares (about $1.04M)BANK NEW YORK 4,350 shares (about $516.04K)Entergy 2,546 shares (about $286.07K)Broadcom 900 shares (about $278.56K) 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$17,248,693$278,559 â–¼-1.6%55,7295.7%Computer and TechnologyGLWCorning$12,586,886$3,594,233 â–¼-22.2%92,5714.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$11,788,901$1,796,252 â–²18.0%232,9363.9%ETFMSFTMicrosoft$11,367,555$1,012,045 â–²9.8%30,7093.8%Computer and TechnologyAAPLApple$10,005,927$147,198 â–¼-1.4%39,4263.3%Computer and TechnologyWALMART INC$9,901,887$1,042,834 â–¼-9.5%79,6743.3%Common StockJPMORGAN LTD$9,651,720$3,552,579 â–²58.2%184,9343.2%MF Closed and MF OpenADIAnalog Devices$9,182,797$158,752 â–¼-1.7%28,8643.0%Computer and TechnologyGOOGLAlphabet$8,545,709$241,550 â–¼-2.7%29,7182.8%Computer and TechnologyGSThe Goldman Sachs Group$8,506,436$135,359 â–¼-1.6%10,0552.8%FinanceETREntergy$7,428,344$286,069 â–¼-3.7%66,1122.5%UtilitiesVZVerizon Communications$7,404,450$153,712 â–¼-2.0%147,4992.4%Computer and TechnologyWMWaste Management$7,137,744$57,677 â–²0.8%31,0622.4%Business ServicesBANK NEW YORK$6,644,352$516,041 â–¼-7.2%56,0092.2%Common StockAMZNAmazon.com$6,578,418$85,599 â–¼-1.3%31,5862.2%Retail/WholesaleGRMNGarmin$6,370,998$42,922 â–¼-0.7%27,4602.1%Computer and TechnologyCVXChevron$5,960,392$312,834 â–²5.5%28,8082.0%EnergyMCDMcDonald's$5,918,377$132,397 â–¼-2.2%19,0432.0%Retail/WholesaleHASHasbro$5,039,610$40,248 â–¼-0.8%53,8421.7%Consumer DiscretionaryPNCThe PNC Financial Services Group$4,974,395$44,739 â–²0.9%23,9051.6%FinanceTAT&T$4,926,394$113,351 â–¼-2.2%169,9341.6%Computer and TechnologyRTXRTX$4,897,546$24,113 â–¼-0.5%25,3891.6%AerospaceBBYBest Buy$4,788,806$1,613,667 â–²50.8%74,5921.6%Retail/WholesaleLMTLockheed Martin$4,695,512$36,263 â–¼-0.8%7,7691.6%AerospaceCSCOCisco Systems$4,674,497$90,315 â–¼-1.9%60,2461.5%Computer and TechnologyBMYBristol Myers Squibb$4,387,079$8,491 â–¼-0.2%72,3341.5%MedicalNVDANVIDIA$4,330,875$69,760 â–²1.6%24,8331.4%Computer and TechnologyPSCPrincipal U.S. Small-Cap Multi-Factor ETF$4,258,311$74,121 â–¼-1.7%74,2841.4%ManufacturingMDTMedtronic$4,031,488$184,565 â–²4.8%46,5261.3%MedicalJPMORGAN HEDGED$4,010,161$186,170 â–²4.9%62,7471.3%MF Closed and MF OpenMMM3M$4,004,001$1,309,252 â–²48.6%27,5701.3%Multi-Sector ConglomeratesBXBlackstone$3,981,192$678,327 â–²20.5%34,6221.3%FinanceHDHome Depot$3,844,398$59,200 â–¼-1.5%11,6891.3%Retail/WholesaleCBOECboe Global Markets$3,338,269$51,998 â–¼-1.5%11,8771.1%Financial ServicesGDGeneral Dynamics$3,230,047$37,754 â–¼-1.2%9,4111.1%AerospaceUBERUber Technologies$3,054,726$435,177 â–²16.6%42,4681.0%Computer and TechnologyCRMSalesforce$2,847,838$74,668 â–²2.7%15,2560.9%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,781,056$11,879 â–²0.4%52,9120.9%ManufacturingMXIiShares Global Materials ETF$2,633,515$836,483 â–²46.5%24,7930.9%ETFPFEPfizer$2,565,645$188,838 â–¼-6.9%91,3690.8%MedicalXLBMaterials Select Sector SPDR Fund$2,471,220$34,979 â–¼-1.4%49,4540.8%ETFNEENextEra Energy$2,445,623$46,440 â–¼-1.9%26,3310.8%UtilitiesTUTELUS$2,150,702$226,194 â–²11.8%167,6300.7%UtilitiesNOWServiceNow$2,078,982$377,949 â–²22.2%19,8850.7%Computer and TechnologySPOTSpotify Technology$2,059,899$400,051 â–²24.1%4,2480.7%Computer and TechnologyORealty Income$2,028,734$140,408 â–²7.4%33,1600.7%FinanceTFCTruist Financial$1,982,553$159,746 â–¼-7.5%43,1270.7%FinanceACIAlbertsons Companies$1,940,004$1,940,004 â–²New Holding113,8500.6%Consumer StaplesZTSZoetis$1,908,503$1,908,503 â–²New Holding16,1450.6%MedicalVVisa$1,844,571$279,572 â–²17.9%6,1030.6%Business ServicesCOFCapital One Financial$1,673,4330.0%9,1730.6%FinanceCOSTCostco Wholesale$1,622,1870.0%1,6280.5%Retail/WholesaleCMCSAComcast$1,609,029$447,447 â–²38.5%56,0440.5%Consumer DiscretionaryXOMExxonMobil$1,454,3260.0%8,5720.5%EnergyCRWDCrowdStrike$1,450,7640.0%3,7160.5%Computer and TechnologyNFLXNetflix$1,369,660$1,369,660 â–²New Holding14,2450.5%Consumer DiscretionaryENBEnbridge$1,368,389$8,121 â–¼-0.6%25,2750.5%EnergyPEPPepsiCo$1,357,548$42,705 â–¼-3.0%8,7420.4%Consumer StaplesNVGNuveen AMT-Free Municipal Credit Income Fund$1,345,8430.0%109,1520.4%Financial ServicesNADNuveen Quality Municipal Income Fund$1,327,3530.0%115,4220.4%Financial ServicesACNAccenture$1,211,160$366,838 â–²43.4%6,1080.4%Computer and TechnologyIVViShares Core S&P 500 ETF$992,879$653 â–¼-0.1%1,5200.3%ETFHYMUiShares High Yield Muni Income Active ETF$990,9000.0%45,0000.3%ETFRSPInvesco S&P 500 Equal Weight ETF$970,732$384 â–²0.0%5,0580.3%ETFSHWSherwin-Williams$961,6500.0%3,0000.3%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$891,649$14,903 â–¼-1.6%21,8380.3%ETFBRK.BBerkshire Hathaway$850,5800.0%1,7750.3%FinanceCICigna Group$844,2640.0%3,1650.3%MedicalTGTTarget$812,040$226,038 â–²38.6%6,7000.3%Retail/WholesaleAMGNAmgen$804,683$24,630 â–²3.2%2,2870.3%MedicalHALHalliburton$755,005$36,885 â–¼-4.7%19,3640.2%EnergyKLACKLA$750,9270.0%5100.2%Computer and TechnologyLABCORP HOLDINGS$713,984$20,011 â–²2.9%2,6760.2%Common StockISRGIntuitive Surgical$524,147$34,574 â–²7.1%1,1370.2%MedicalMUMicron Technology$506,7600.0%1,5000.2%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$498,995$249,498 â–²100.0%5,3500.2%ETFBACBank of America$485,063$48,750 â–¼-9.1%9,9500.2%FinanceDPGDuff & Phelps Utility and Infrastructure Fund$462,0800.0%32,0000.2%Financial ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$360,0580.0%6,0800.1%ETFEPDEnterprise Products Partners$342,4520.0%9,0500.1%EnergyREDDIT INC$317,372$317,372 â–²New Holding2,3570.1%Common StockSPHSuburban Propane Partners$264,9290.0%13,4550.1%EnergyIGViShares Expanded Tech-Software Sector ETF$261,6030.0%3,2680.1%ETFMPLXMplx$256,815$22,828 â–¼-8.2%4,5000.1%EnergyPGProcter & Gamble$248,1480.0%1,7180.1%Consumer StaplesMOAltria Group$222,056$13,198 â–¼-5.6%3,3650.1%Consumer StaplesTILTFlexShares Morningstar US Market Factor Tilt Index Fund$221,0920.0%9160.1%ETFIWMiShares Russell 2000 ETF$216,7520.0%8740.1%FinanceDFUVDimensional US Marketwide Value ETF$206,246$206,246 â–²New Holding4,2560.1%ETFABBVAbbVie$205,5280.0%9450.1%MedicalVLYValley National Bancorp$196,2220.0%15,9790.1%FinanceGIPRGeneration Income Properties$12,8400.0%50,0000.0%FinanceGIPRWGeneration Income Properties$1,1600.0%50,0000.0%Real EstateEAElectronic Arts$0$3,780,106 â–¼-100.0%00.0%Consumer DiscretionaryKHCKraft Heinz$0$896,842 â–¼-100.0%00.0%Consumer StaplesPYPLPayPal$0$367,444 â–¼-100.0%00.0%Business ServicesDISWalt Disney$0$210,475 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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