Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2026)

About Wealth Advisors Of Tampa Bay, LLC

Investment Activity

Wealth Advisors Of Tampa Bay, LLC has $326.94 million in total holdings as of March 31, 2026.
Wealth Advisors Of Tampa Bay, LLC owns shares of 94 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 4.51% of the portfolio was purchased this quarter.
About 4.32% of the portfolio was sold this quarter.
This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 93 new stocks and bought additional shares in 34 stocks.
Wealth Advisors Of Tampa Bay, LLC sold shares of 38 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Corning: $22,577,719
Broadcom: $21,418,091
Microsoft: $12,204,885
Analog Devices: $11,439,313
Apple: $11,211,542

Largest New Holdings this Quarter

11133T103 - Broadridge Financial Solutions: $415,645 Holding
36828A101 - GE VERNOVA INC: $263,168 Holding
369604301 - GE Aerospace: $238,813 Holding

Largest Purchases this Quarter

AT&T: 92,022 shares (about $1.90M)
Albertsons Companies: 122,728 shares (about $1.66M)
KLA: 4,265 shares (about $1.29M)
Garmin: 4,490 shares (about $1.07M)
Accenture: 7,825 shares (about $973.74K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 84,354 shares (about $4.27M)
CrowdStrike: 3,288 shares (about $2.51M)
Corning: 4,180 shares (about $1.07M)
RTX: 3,975 shares (about $754.18K)
The Goldman Sachs Group: 715 shares (about $723.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLW Corning	$22,577,719	$1,067,698 â–¼	-4.5%	88,391	6.9%	Technology
AVGO Broadcom	$21,418,091	$366,418 â–²	1.7%	56,699	6.6%	Technology
MSFT Microsoft	$12,204,885	$749,773 â–²	6.5%	32,719	3.7%	Technology
ADI Analog Devices	$11,439,313	$24,625 â–¼	-0.2%	28,802	3.5%	Technology
AAPL Apple	$11,211,542	$196,765 â–¼	-1.7%	38,746	3.4%	Technology
GOOGL Alphabet	$10,558,502	$61,825 â–¼	-0.6%	29,545	3.2%	Communication Services
J P MORGAN EXCHANGE TRADED F	$10,026,256	$374,567 â–²	3.9%	192,111	3.1%	JPMORGAM LTD DUR
GS The Goldman Sachs Group	$9,446,223	$723,132 â–¼	-7.1%	9,340	2.9%	Finance
WALMART INC	$9,029,897	$6,003 â–²	0.1%	79,727	2.8%	COM
BANK OF NY MELLON CORP	$7,853,921	$245,548 â–¼	-3.0%	54,311	2.4%	COM
GRMN Garmin	$7,589,478	$1,066,565 â–²	16.4%	31,950	2.3%	Consumer Discretionary
ETR Entergy	$7,564,109	$29,519 â–¼	-0.4%	65,855	2.3%	Utilities
JPST JPMorgan Ultra-Short Income ETF	$7,513,784	$4,265,777 â–¼	-36.2%	148,582	2.3%	ETF
AMZN Amazon.com	$7,378,294	$149,916 â–¼	-2.0%	30,957	2.3%	Consumer Discretionary
WM Waste Management	$7,076,931	$153,788 â–²	2.2%	31,752	2.2%	Industrials
CSCO Cisco Systems	$7,006,024	$70,476 â–¼	-1.0%	59,646	2.1%	Technology
VZ Verizon Communications	$6,224,788	$20,323 â–¼	-0.3%	147,019	1.9%	Communication Services
PNC The PNC Financial Services Group	$5,871,123	$14,773 â–¼	-0.3%	23,845	1.8%	Finance
BBY Best Buy	$5,659,282	$759 â–¼	0.0%	74,582	1.7%	Consumer Discretionary
T AT&T	$5,422,500	$1,904,859 â–²	54.2%	261,956	1.7%	Communication Services
MCD McDonald's	$5,264,373	$116,776 â–²	2.3%	19,475	1.6%	Consumer Discretionary
PSC Principal U.S. Small-Cap Multi-Factor ETF	$5,160,973	$48,105 â–¼	-0.9%	73,598	1.6%	ETF
NVDA NVIDIA	$5,098,897	$130,059 â–²	2.6%	25,483	1.6%	Technology
CVX Chevron	$5,025,754	$250,467 â–²	5.2%	30,319	1.5%	Energy
LMT Lockheed Martin	$4,894,999	$936,917 â–²	23.7%	9,608	1.5%	Industrials
HD Home Depot	$4,739,668	$617,190 â–²	15.0%	13,439	1.4%	Consumer Discretionary
MMM 3M	$4,625,665	$161,750 â–²	3.6%	28,569	1.4%	Industrials
BX Blackstone	$4,507,080	$433,140 â–²	10.6%	38,303	1.4%	Finance
HAS Hasbro	$4,461,348	$14,536 â–²	0.3%	54,018	1.4%	Consumer Discretionary
J P MORGAN EXCHANGE TRADED F	$4,350,409	$109,953 â–²	2.6%	64,374	1.3%	HEDG EQU LAD ETF
BMY Bristol Myers Squibb	$4,343,214	$175,337 â–²	4.2%	75,377	1.3%	Healthcare
RTX RTX	$4,062,883	$754,178 â–¼	-15.7%	21,414	1.2%	Industrials
MDT Medtronic	$3,658,964	$19,245 â–²	0.5%	46,772	1.1%	Healthcare
GD General Dynamics	$3,411,682	$77,933 â–²	2.3%	9,631	1.0%	Industrials
ACI Albertsons Companies	$3,200,905	$1,660,512 â–²	107.8%	236,578	1.0%	Consumer Staples
UBER Uber Technologies	$3,005,463	$59,027 â–¼	-1.9%	41,650	0.9%	Industrials
MXI iShares Global Materials ETF	$2,855,562	$231,472 â–²	8.8%	26,980	0.9%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,773,119		0.0%	52,912	0.8%	ETF
O Realty Income	$2,624,389	$569,787 â–²	27.7%	42,356	0.8%	Real Estate
CBOE Cboe Global Markets	$2,587,350	$294,844 â–¼	-10.2%	10,662	0.8%	Finance
XLB Materials Select Sector SPDR Fund	$2,468,001	$45,747 â–¼	-1.8%	48,554	0.8%	ETF
V Visa	$2,440,403	$346,521 â–²	16.5%	7,113	0.7%	Finance
CRM Salesforce	$2,399,255	$9,243 â–²	0.4%	15,315	0.7%	Technology
NEE NextEra Energy	$2,289,135	$21,943 â–¼	-0.9%	26,081	0.7%	Utilities
TFC Truist Financial	$2,113,615	$34,974 â–¼	-1.6%	42,425	0.6%	Finance
PFE Pfizer	$2,032,548	$167,621 â–¼	-7.6%	84,408	0.6%	Healthcare
NOW ServiceNow	$1,947,376	$26,806 â–¼	-1.4%	19,615	0.6%	Technology
CMCSA Comcast	$1,913,010	$537,130 â–²	39.0%	77,923	0.6%	Communication Services
COF Capital One Financial	$1,868,377	$28,087 â–²	1.5%	9,313	0.6%	Finance
SPOT Spotify Technology	$1,848,917	$101,468 â–¼	-5.2%	4,027	0.6%	Communication Services
ACN Accenture	$1,733,821	$973,742 â–²	128.1%	13,933	0.5%	Technology
MU Micron Technology	$1,500,577	$230,858 â–¼	-13.3%	1,300	0.5%	Technology
COST Costco Wholesale	$1,495,815	$27,129 â–¼	-1.8%	1,599	0.5%	Consumer Staples
KLAC KLA	$1,440,667	$1,286,795 â–²	836.3%	4,775	0.4%	Technology
NAD Nuveen Quality Municipal Income Fund	$1,396,006	$2,909 â–¼	-0.2%	115,182	0.4%	Finance
NVG Nuveen AMT-Free Municipal Credit Income Fund	$1,387,200	$9,946 â–¼	-0.7%	108,375	0.4%	Finance
ENB Enbridge	$1,370,159		0.0%	25,275	0.4%	Energy
TU TELUS	$1,303,239	$468,625 â–¼	-26.4%	123,295	0.4%	Communication Services
PEP PepsiCo	$1,200,592	$16,925 â–²	1.4%	8,867	0.4%	Consumer Staples
XOM ExxonMobil	$1,192,472	$20,508 â–²	1.7%	8,722	0.4%	Energy
IVV iShares Core S&P 500 ETF	$1,138,313		0.0%	1,520	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,076,191		0.0%	5,058	0.3%	ETF
NFLX Netflix	$1,026,018	$8,925 â–²	0.9%	14,370	0.3%	Communication Services
HYMU iShares High Yield Muni Income Active ETF	$1,010,250		0.0%	45,000	0.3%	ETF
SHW Sherwin-Williams	$984,067	$48,893 â–¼	-4.7%	2,858	0.3%	Materials
XLRE Real Estate Select Sector SPDR Fund	$951,624	$9,907 â–¼	-1.0%	21,613	0.3%	ETF
CI Cigna Group	$913,879	$41,352 â–²	4.7%	3,315	0.3%	Healthcare
BRK.B Berkshire Hathaway	$888,193		0.0%	1,775	0.3%	Finance
TGT Target	$855,496	$19,592 â–¼	-2.2%	6,550	0.3%	Consumer Staples
AMGN Amgen	$810,063	$18,106 â–¼	-2.2%	2,237	0.2%	Healthcare
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$750,498	$250,166 â–²	50.0%	8,025	0.2%	ETF
LABCORP HOLDINGS INC	$743,680	$5,600 â–¼	-0.7%	2,656	0.2%	COM SHS
REDDIT INC	$574,897	$165,769 â–²	40.5%	3,312	0.2%	CL A
BAC Bank of America	$538,461	$28,490 â–¼	-5.0%	9,450	0.2%	Finance
HAL Halliburton	$507,181	$150,229 â–¼	-22.9%	14,939	0.2%	Energy
DPG Duff & Phelps Utility and Infrastructure Fund	$474,880		0.0%	32,000	0.1%	Finance
ISRG Intuitive Surgical	$422,338	$29,826 â–¼	-6.6%	1,062	0.1%	Healthcare
BR Broadridge Financial Solutions	$415,645	$415,645 â–²	New Holding	3,035	0.1%	Industrials
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$410,765		0.0%	6,080	0.1%	ETF
EPD Enterprise Products Partners	$332,678		0.0%	9,050	0.1%	Energy
CRWD CrowdStrike	$326,624	$2,509,205 â–¼	-88.5%	428	0.1%	Technology
IGV iShares Expanded Tech-Software Sector ETF	$296,081		0.0%	3,268	0.1%	ETF
GE VERNOVA INC	$263,168	$263,168 â–²	New Holding	224	0.1%	COM
MPLX Mplx	$253,485		0.0%	4,500	0.1%	Energy
TILT FlexShares Morningstar US Market Factor Tilt Index Fund	$252,879		0.0%	916	0.1%	ETF
PG Procter & Gamble	$251,928		0.0%	1,718	0.1%	Consumer Staples
MO Altria Group	$242,112		0.0%	3,365	0.1%	Consumer Staples
GE GE Aerospace	$238,813	$238,813 â–²	New Holding	639	0.1%	Industrials
ABBV AbbVie	$237,799		0.0%	945	0.1%	Healthcare
DFUV Dimensional US Marketwide Value ETF	$234,123		0.0%	4,256	0.1%	ETF
SPH Suburban Propane Partners	$230,081		0.0%	13,455	0.1%	Utilities
VLY Valley National Bancorp	$214,974	$19,118 â–¼	-8.2%	14,674	0.1%	Finance
GIPR Generation Income Properties	$8,355		0.0%	50,000	0.0%	Real Estate
GIPRW Generation Income Properties	$2,095		0.0%	50,000	0.0%	Real Estate
ZTS Zoetis	$0	$1,908,503 â–¼	-100.0%	0	0.0%	Healthcare
IWM iShares Russell 2000 ETF	$0	$216,752 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2026)

About Wealth Advisors Of Tampa Bay, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Terms & Info

Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2026)

About Wealth Advisors Of Tampa Bay, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Advisors Of Tampa Bay, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools