13F-HR filed by Wealth Advisors of Tampa Bay, LLC
Wealth Advisors of Tampa Bay, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 150 holding rows worth $246,007,391.
- Accession
- 0001715228-25-000002
- Filer
- CIK 1715228
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 150 entries on the cover page, a total value of $246,007,391 stated on the cover page (in dollars after the unit check, H1), rows summing to $246,007,391 with VALUE read as dollars as filed, 13F file number 028-18283. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Broadcom Inc. | 11135F101 | COM | 72,345 | $12,112,737 | dollars as filed | |
| Apple Inc | 037833100 | COM | 42,755 | $9,497,173 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 94,857 | $8,327,510 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 20,777 | $7,799,481 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 31,495 | $7,291,417 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 35,352 | $6,726,076 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 11,768 | $6,428,745 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 71,243 | $6,090,570 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 29,428 | $5,934,748 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 26,436 | $5,740,063 | dollars as filed | |
| CORNING INC | 219350105 | COM | 121,620 | $5,567,768 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 66,165 | $5,549,269 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 17,557 | $5,484,282 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 189,686 | $5,364,319 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 33,225 | $5,137,914 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 112,828 | $5,117,877 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 12,849 | $4,709,036 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 126,337 | $4,661,855 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 88,558 | $4,605,023 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 88,993 | $4,505,715 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 69,806 | $4,257,473 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 15,451 | $4,146,431 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 30,629 | $4,057,124 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 23,065 | $4,054,141 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 278,534 | $3,994,183 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 27,585 | $3,986,584 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 52,871 | $3,891,847 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 62,970 | $3,885,885 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 22,821 | $3,817,733 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 41,858 | $3,761,370 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 8,323 | $3,717,972 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 141,630 | $3,588,904 | dollars as filed | |
| HASBRO INC COM | 418056107 | Stock | 47,802 | $2,939,344 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 12,657 | $2,864,155 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 54,626 | $2,860,764 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 35,379 | $2,773,712 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 10,016 | $2,730,165 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 17,750 | $2,606,771 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,998 | $2,600,907 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 6,429 | $2,465,720 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 33,548 | $2,444,309 | dollars as filed | |
| PACER DATA & ETF INFRASTRUCTURE REAL ESTATE | 69374H741 | ETF | 80,765 | $2,370,461 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 27,387 | $2,354,738 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,875 | $2,063,748 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 11,958 | $1,968,889 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 27,131 | $1,923,323 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 9,963 | $1,786,370 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 55,351 | $1,684,337 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 61,263 | $1,633,888 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,121 | $1,452,983 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 32,608 | $1,444,862 | dollars as filed | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 115,252 | $1,426,819 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 20,555 | $1,403,704 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 33,237 | $1,367,708 | dollars as filed | |
| ISHARES TR | 464288695 | GLOBAL MATER ETF | 16,513 | $1,349,615 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 115,672 | $1,332,542 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 4,327 | $1,224,802 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,384 | $1,101,859 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 16,361 | $1,067,559 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 3,000 | $1,047,570 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 24,278 | $1,016,037 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,460 | $1,006,148 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,646 | $924,887 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 2,620 | $861,980 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,667 | $849,711 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,789 | $829,599 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,460 | $767,619 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,092 | $651,764 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 2,636 | $613,502 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 11,900 | $496,587 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,348 | $472,424 | dollars as filed | |
| DUFF & PHELPS UTLITY AND INF | 26433C105 | COM | 32,000 | $391,360 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 782 | $387,302 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,631 | $358,380 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 3,150 | $328,734 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 6,080 | $311,174 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,718 | $292,782 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 3,268 | $290,820 | dollars as filed | |
| SUBURBAN PROPANE PARTNERS L.P. | 864482104 | COM | 13,455 | $282,690 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,900 | $262,248 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 10,025 | $254,337 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,535 | $250,762 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,465 | $250,559 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 4,625 | $246,744 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,171 | $233,603 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,768 | $226,155 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 5,875 | $200,573 | dollars as filed | |
| EATON VANCE TAX-MANAGED BUY-WR | 27828X100 | COM | 13,966 | $190,636 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 860 | $180,187 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,000 | $173,780 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 2,900 | $162,603 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 640 | $156,992 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 1,445 | $150,612 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 150 | $148,175 | dollars as filed | |
| VALLEY NATL BANCORP | 919794107 | COM | 15,979 | $142,053 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 676 | $133,484 | dollars as filed | |
| General Electric Company | 369604301 | COM | 639 | $127,896 | dollars as filed | |
| Southern Company | 842587107 | COM | 1,369 | $125,880 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 400 | $125,376 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 438 | $121,803 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 1,000 | $115,680 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 300 | $110,571 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 1,624 | $110,538 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 414 | $105,789 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 4,425 | $101,598 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 500 | $100,860 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 190 | $99,513 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 657 | $99,194 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 794 | $88,205 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 1,250 | $80,863 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 772 | $80,729 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 865 | $80,298 | dollars as filed | |
| GENERATION INCOME PPTYS INC | 37149D204 | COM NEW | 50,000 | $80,000 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 375 | $79,406 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 81 | $76,608 | dollars as filed | |
| IJH | 464287507 | COM | 1,306 | $76,206 | dollars as filed | |
| SPY | 78462F103 | SHS | 134 | $74,958 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 545 | $73,188 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 378 | $72,039 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 224 | $68,383 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 150 | $65,244 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 300 | $61,944 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 571 | $60,298 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 350 | $55,556 | dollars as filed | |
| VGT | 92204A702 | SHS | 100 | $54,238 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 640 | $53,120 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 200 | $49,732 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 300 | $47,658 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 200 | $46,646 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 450 | $40,392 | dollars as filed | |
| SouthState Corp | 840441109 | Common Stock | 435 | $40,377 | dollars as filed | |
| American Express Company | 025816109 | COM | 150 | $40,358 | dollars as filed | |
| CALIFORNIA BANCORP | 84252A106 | COMMON STOCK | 2,790 | $39,981 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 553 | $39,606 | dollars as filed | |
| ISHARES INC MSCI EURZONE ETF | 464286608 | MSCI EURZONE ETF | 688 | $36,636 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 400 | $33,760 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 115 | $33,136 | dollars as filed | |
| Boeing Company | 097023105 | COM | 185 | $31,552 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 317 | $31,453 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 200 | $30,722 | dollars as filed | |
| NNN REIT INC COM | 637417106 | REIT | 685 | $29,215 | dollars as filed | |
| ARK ETF TR | 00214Q401 | NEXT GNRTN INTER | 292 | $27,644 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 81 | $26,498 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 500 | $26,205 | dollars as filed | |
| ARK ETF TR | 00214Q203 | AUTNMUS TECHNLGY | 373 | $24,715 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 400 | $23,916 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 140 | $21,872 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 100 | $20,544 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 1,825 | $20,440 | dollars as filed | |
| GENERATION INCOME PPTYS INC | 37149D113 | *W EXP 99/99/999 | 50,000 | $18,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001715228-25-000002 | this filing | 2025-05-15 | acceptance time not in the bulk data set |