Wealth Advisors Of Tampa Bay, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$302.4M
Q ending 2026-03-31
Prior quarter
$289.8M
Q ending 2025-12-31
Change
+4.3% QoQ · +22.9% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Broadcom Inc | AVGO | Shares | $17.2M | 56K |
| Corning Inc | GLW | Shares | $12.6M | 93K |
| Jpmorgan | JPST | Shares | $11.8M | 233K |
| Microsoft Corp | MSFT | Shares | $11.4M | 31K |
| Apple Inc | AAPL | Shares | $10.0M | 39K |
| Walmart Inc | WMT | Shares | $9.9M | 80K |
| Jpmorgan Ltd | JPLD | Shares | $9.7M | 185K |
| Analog Devices | ADI | Shares | $9.2M | 29K |
| Alphabet Inc | GOOGL | Shares | $8.5M | 30K |
| Goldman Sachs | GS | Shares | $8.5M | 10K |
| Entergy Corp | ETR | Shares | $7.4M | 66K |
| Verizon Communications | VZ | Shares | $7.4M | 147K |
| Waste Management | WM | Shares | $7.1M | 31K |
| Bank New York | BNY | Shares | $6.6M | 56K |
| Amazon Com | AMZN | Shares | $6.6M | 32K |
| Garmin Ltd | Shares | $6.4M | 27K | |
| Chevron Corp | CVX | Shares | $6.0M | 29K |
| Mcdonalds Corp | MCD | Shares | $5.9M | 19K |
| Hasbro Inc | HAS | Shares | $5.0M | 54K |
| Pnc Financial | PNC | Shares | $5.0M | 24K |
| At&T Inc | T | Shares | $4.9M | 170K |
| Rtx Corp | RTX | Shares | $4.9M | 25K |
| Best Buy | BBY | Shares | $4.8M | 75K |
| Lockheed Martin | LMT | Shares | $4.7M | 8K |
| Cisco Systems | CSCO | Shares | $4.7M | 60K |
| Bristol Myers | BMY | Shares | $4.4M | 72K |
| Nvidia Corp | NVDA | Shares | $4.3M | 25K |
| Principal Us | PSC | Shares | $4.3M | 74K |
| Medtronic Plc | Shares | $4.0M | 47K | |
| Jpmorgan Hedged | HELO | Shares | $4.0M | 63K |
| 3M Company | MMM | Shares | $4.0M | 28K |
| Blackstone Inc | BX | Shares | $4.0M | 35K |
| Home Depot | HD | Shares | $3.8M | 12K |
| Cboe Global | CBOE | Shares | $3.3M | 12K |
| General Dynamics | GD | Shares | $3.2M | 9K |
| Uber Technologies | UBER | Shares | $3.1M | 42K |
| Salesforce Inc | CRM | Shares | $2.8M | 15K |
| Ishares 1-5 | IGSB | Shares | $2.8M | 53K |
| Ishares Global | MXI | Shares | $2.6M | 25K |
| Pfizer Inc | PFE | Shares | $2.6M | 91K |
| State Street | XLB | Shares | $2.5M | 49K |
| Nextera Energy | NEE | Shares | $2.4M | 26K |
| Telus Corp | TU | Shares | $2.2M | 168K |
| Servicenow Inc | NOW | Shares | $2.1M | 20K |
| Spotify Technology | Shares | $2.1M | 4K | |
| Realty Income | O | Shares | $2.0M | 33K |
| Truist Financial | TFC | Shares | $2.0M | 43K |
| Albertsons Cos | ACI | Shares | $1.9M | 114K |
| Zoetis Inc | ZTS | Shares | $1.9M | 16K |
| Visa Inc | V | Shares | $1.8M | 6K |
| Capital One | COF | Shares | $1.7M | 9K |
| Costco Wholesale | COST | Shares | $1.6M | 2K |
| Comcast Corp | CMCSA | Shares | $1.6M | 56K |
| Exxon Mobil | XOM | Shares | $1.5M | 9K |
| Crowdstrike Holdings | CRWD | Shares | $1.5M | 4K |
| Netflix Inc | NFLX | Shares | $1.4M | 14K |
| Enbridge Inc | ENB | Shares | $1.4M | 25K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| Nuveen Amt | NVG | Shares | $1.3M | 109K |
| Nuveen Quality | NAD | Shares | $1.3M | 115K |
| Accenture Plc | Shares | $1.2M | 6K | |
| Ishares Core | IVV | Shares | $993K | 2K |
| Ishares Short | SHYM | Shares | $991K | 45K |
| Invesco S&P | RSP | Shares | $971K | 5K |
| Sherwin Williams | SHW | Shares | $962K | 3K |
| State Street | XLRE | Shares | $892K | 22K |
| Berkshire Hathaway | BRK/B | Shares | $851K | 2K |
| Cigna Group | CI | Shares | $844K | 3K |
| Target Corp | TGT | Shares | $812K | 7K |
| Amgen Inc | AMGN | Shares | $805K | 2K |
| Halliburton Company | HAL | Shares | $755K | 19K |
| Kla Corp | KLAC | Shares | $751K | 510 |
| Labcorp Holdings | LH | Shares | $714K | 3K |
| Intuitive Surgical | ISRG | Shares | $524K | 1K |
| Micron Technology Inc | MU | Shares | $507K | 2K |
| Pimco 0-5 | HYS | Shares | $499K | 5K |
| Bank America | BAC | Shares | $485K | 10K |
| Duff & Phelps | DPG | Shares | $462K | 32K |
| State Street | SPMD | Shares | $360K | 6K |
| Enterprise Products | EPD | Shares | $342K | 9K |
| Reddit Inc | RDDT | Shares | $317K | 2K |
| Suburban Propane | SPH | Shares | $265K | 13K |
| Ishares Expanded | IGV | Shares | $262K | 3K |
| Mplx | MPLX | Shares | $257K | 5K |
| Procter & Gamble | PG | Shares | $248K | 2K |
| Altria Group | MO | Shares | $222K | 3K |
| Flexshares Morningstar | TILT | Shares | $221K | 916 |
| Ishares Russell | IWM | Shares | $217K | 874 |
| Dimensional Us | DFUV | Shares | $206K | 4K |
| Abbvie Inc | ABBV | Shares | $206K | 945 |
| Valley National | VLY | Shares | $196K | 16K |
| Generation Income | Shares | $13K | 50K | |
| Generation Income | GIPRW | Shares | $1K | 50K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.