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 $233.53 million in total holdings as of December 31, 2024.Wealth Advisors Of Tampa Bay, LLC owns shares of 86 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 7.17% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 88 new stocks and bought additional shares in 30 stocks.Wealth Advisors Of Tampa Bay, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Broadcom $16,933,590Apple $11,276,417Walmart $9,493,274Microsoft $8,760,474Amazon.com $7,690,062 Largest New Holdings this Quarter Zoetis $1,587,432 Holding Largest Purchases this Quarter Entergy 34,734 shares (about $2.63M)Zoetis 9,743 shares (about $1.59M)Lockheed Martin 2,194 shares (about $1.07M)Pacer Data & Infrastructure Real Estate ETF 25,760 shares (about $772.29K)Chevron 4,533 shares (about $656.56K) Largest Sales this Quarter Expedia Group 12,777 shares (about $2.38M)Pfizer 74,043 shares (about $1.96M)TotalEnergies 32,197 shares (about $1.75M)LABCORP HOLDINGS 5,915 shares (about $1.36M)Verizon Communications 32,483 shares (about $1.30M) 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$16,933,590$256,183 ▼-1.5%73,0407.3%Computer and TechnologyAAPLApple$11,276,417$48,832 ▲0.4%45,0304.8%Computer and TechnologyWMTWalmart$9,493,274$84,929 ▼-0.9%105,0724.1%Retail/WholesaleMSFTMicrosoft$8,760,474$37,514 ▼-0.4%20,7843.8%Computer and TechnologyAMZNAmazon.com$7,690,062$24,133 ▲0.3%35,0523.3%Retail/WholesaleWMWaste Management$6,857,843$4,641 ▼-0.1%33,9852.9%Business ServicesGSThe Goldman Sachs Group$6,583,993$4,008 ▼-0.1%11,4982.8%FinanceGOOGLAlphabet$6,199,198$34,074 ▼-0.5%32,7482.7%Computer and TechnologyADIAnalog Devices$6,138,612$210,336 ▲3.5%28,8932.6%Computer and TechnologyGLWCorning$5,752,818$192,456 ▼-3.2%121,0612.5%Computer and TechnologyGRMNGarmin$5,450,425$22,689 ▼-0.4%26,4252.3%Computer and TechnologyETREntergy$5,344,855$2,633,532 ▲97.1%70,4942.3%UtilitiesBKBank of New York Mellon$5,202,934$99,495 ▼-1.9%67,7202.2%FinanceMCDMcDonald's$5,140,909$9,856 ▼-0.2%17,7342.2%Retail/WholesaleHDHome Depot$5,088,772$60,294 ▲1.2%13,0822.2%Retail/WholesaleCSCOCisco Systems$5,038,334$21,016 ▼-0.4%85,1072.2%Computer and TechnologyCRMSalesforce$5,015,286$1,020,710 ▼-16.9%15,0012.1%Computer and TechnologyJPMORGAN LTD$4,361,179$67,079 ▲1.6%84,6501.9%JPMORGAM LTD DURTAT&T$4,315,538$16,577 ▼-0.4%189,5271.8%Computer and TechnologyBBYBest Buy$4,171,682$185,071 ▲4.6%48,6211.8%Retail/WholesaleCMCSAComcast$4,100,417$37,905 ▼-0.9%109,2571.8%Consumer DiscretionaryBMYBristol-Myers Squibb$4,059,763$17,307 ▲0.4%71,7781.7%MedicalLMTLockheed Martin$3,678,568$1,066,153 ▲40.8%7,5701.6%AerospaceEAElectronic Arts$3,635,560$67,298 ▼-1.8%24,8501.6%Consumer DiscretionaryRTXRTX$3,525,872$34,716 ▲1.0%30,4691.5%AerospaceTUTELUS$3,504,162$49,047 ▼-1.4%258,4191.5%UtilitiesPNCThe PNC Financial Services Group$3,452,607$21,599 ▲0.6%17,9031.5%FinanceMDTMedtronic$3,231,786$51,363 ▼-1.6%40,4581.4%MedicalSLYVSPDR S&P 600 Small CapValue ETF$3,064,751$14,571 ▲0.5%35,1261.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,850,0140.0%55,1261.2%ManufacturingCVXChevron$2,843,932$656,559 ▲30.0%19,6351.2%Oils/EnergyHASHasbro$2,568,625$183,665 ▼-6.7%45,9421.1%Consumer DiscretionaryGDGeneral Dynamics$2,514,485$321,721 ▲14.7%9,5431.1%AerospaceADBEAdobe$2,452,411$260,583 ▲11.9%5,5151.1%Computer and TechnologyVZVerizon Communications$2,385,413$1,299,000 ▼-35.3%59,6501.0%Computer and TechnologyCBOECboe Global Markets$2,347,145$209,664 ▲9.8%12,0121.0%Financial ServicesTTETotalEnergies$2,321,215$1,754,741 ▼-43.1%42,5911.0%Oils/EnergySRVRPacer Data & Infrastructure Real Estate ETF$2,294,827$772,287 ▲50.7%76,5451.0%ETFXLBMaterials Select Sector SPDR Fund$2,140,272$29,617 ▲1.4%25,4370.9%ETFCAGConagra Brands$2,074,539$203,547 ▲10.9%74,7580.9%Consumer StaplesPFEPfizer$1,951,818$1,964,367 ▼-50.2%73,5700.8%MedicalUBERUber Technologies$1,854,780$77,813 ▲4.4%30,7490.8%Computer and TechnologyCOFCapital One Financial$1,791,760$47,255 ▼-2.6%10,0480.8%FinanceNEENextEra Energy$1,772,970$227,616 ▲14.7%24,7310.8%UtilitiesBRK.BBerkshire Hathaway$1,688,4680.0%3,7250.7%FinanceLULULululemon Athletica$1,654,690$22,945 ▲1.4%4,3270.7%Consumer DiscretionaryZTSZoetis$1,587,432$1,587,432 ▲New Holding9,7430.7%MedicalMMM3M$1,437,423$4,260 ▲0.3%11,1350.6%Multi-Sector ConglomeratesKHCKraft Heinz$1,426,604$1,256,440 ▼-46.8%46,4540.6%Consumer StaplesCRWDCrowdStrike$1,413,463$10,265 ▼-0.7%4,1310.6%Computer and TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$1,412,989$5,848 ▼-0.4%115,2520.6%Financial ServicesNOWServiceNow$1,380,276$247,008 ▼-15.2%1,3020.6%Computer and TechnologyENBEnbridge$1,378,255$2,122 ▲0.2%32,4830.6%Oils/EnergyNADNuveen Quality Municipal Income Fund$1,348,735$5,713 ▼-0.4%115,6720.6%Financial ServicesDXCMDexCom$1,344,643$174,049 ▲14.9%17,2900.6%MedicalMXIiShares Global Materials ETF$1,161,467$725,179 ▼-38.4%14,9480.5%ETFPYPLPayPal$1,119,794$40,541 ▲3.8%13,1200.5%Computer and TechnologySHWSherwin-Williams$1,020,4700.0%3,0020.4%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$1,007,928$25,622 ▼-2.5%24,7830.4%ETFIVViShares Core S&P 500 ETF$968,9670.0%1,6460.4%ETFTFCTruist Financial$946,336$19,087 ▼-2.0%21,8150.4%FinanceXOMExxon Mobil$910,1510.0%8,4610.4%Oils/EnergyMCHPMicrochip Technology$909,746$420,377 ▼-31.6%15,8630.4%Computer and TechnologyNVDANVIDIA$899,075$17,458 ▲2.0%6,6950.4%Computer and TechnologyBACBank of America$790,837$10,768 ▼-1.3%17,9940.3%FinanceCIThe Cigna Group$723,487$358,982 ▼-33.2%2,6200.3%MedicalDISWalt Disney$579,689$170,143 ▼-22.7%5,2060.2%Consumer DiscretionaryLABCORP HOLDINGS$560,915$1,356,424 ▼-70.7%2,4460.2%COMAMGNAmgen$461,853$66,984 ▲17.0%1,7720.2%MedicalVVisa$380,195$6,321 ▲1.7%1,2030.2%Business ServicesDPGDuff & Phelps Utility and Infrastructure Fund$374,0800.0%32,0000.2%Financial ServicesIGViShares Expanded Tech-Software Sector ETF$333,8990.0%3,3350.1%ETFHSYHershey$332,7730.0%1,9650.1%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$332,5150.0%6,0800.1%ETFPGProcter & Gamble$288,6940.0%1,7220.1%Consumer StaplesIWMiShares Russell 2000 ETF$256,976$13,037 ▼-4.8%1,1630.1%FinanceIPInternational Paper$248,9180.0%4,6250.1%Basic MaterialsEXPEExpedia Group$243,161$2,380,742 ▼-90.7%1,3050.1%Retail/WholesaleMPLXMplx$234,5140.0%4,9000.1%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$232,270$10,853 ▲4.9%2,3970.1%FinanceSPHSuburban Propane Partners$231,4260.0%13,4550.1%Oils/EnergyPEPPepsiCo$215,924$784,625 ▼-78.4%1,4200.1%Consumer StaplesETBEaton Vance Tax-Managed Buy-Write Income Fund$209,4900.0%13,9660.1%Financial ServicesVLYValley National Bancorp$144,7690.0%15,9790.1%FinanceGIPRGeneration Income Properties$91,0000.0%50,0000.0%FinanceGIPRWGeneration Income Properties$7,0000.0%50,0000.0%Real EstateBCEBCE$0$1,241,768 ▼-100.0%00.0%UtilitiesSSBSouthState$0$236,633 ▼-100.0%00.0%FinanceMUMicron Technology$0$207,420 ▼-100.0%00.0%Computer and TechnologyShowing 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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