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Disclosery

13F-HR filed by Wealth Advisors of Tampa Bay, LLC

Wealth Advisors of Tampa Bay, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 90 holding rows worth $265,175,644.

Accession
0001715228-25-000003
Filer
CIK 1715228
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 90 entries on the cover page, a total value of $265,175,644 stated on the cover page (in dollars after the unit check, H1), rows summing to $265,175,644 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 filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM59,069$16,282,381dollars as filed
Microsoft Corp594918104COM20,742$10,317,282dollars as filed
Walmart Inc.931142103COM90,562$8,855,156dollars as filed
Apple Inc037833100COM42,900$8,801,798dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF165,246$8,374,668dollars as filed
Goldman Sachs Group,Inc.38141G104COM11,429$8,088,878dollars as filed
Amazon.com, Inc023135106COM35,187$7,719,680dollars as filed
Waste Management, Inc.94106L109COM30,985$7,090,002dollars as filed
Analog Devices,Inc.032654105COM29,443$7,008,028dollars as filed
CORNING INC219350105COM123,735$6,507,233dollars as filed
BANK OF NY MELLON CORP COM064058100Stock65,190$5,939,469dollars as filed
ENTERGY CORP NEW COM29364G103Stock70,968$5,898,861dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM33,150$5,842,027dollars as filed
GARMIN LTD SHSH2906T109Stock26,606$5,553,203dollars as filed
J P MORGAN ETF LTD DURATION BD46654Q773ETF104,688$5,467,866dollars as filed
McDonalds Corporation580135101COM17,697$5,170,537dollars as filed
AT&T Inc00206R102COM177,731$5,143,538dollars as filed
Verizon Communications Inc92343V104COM113,918$4,929,244dollars as filed
Home Depot, Inc437076102COM12,739$4,670,626dollars as filed
TELUS CORPORATION COM87971M103Stock282,821$4,542,112dollars as filed
Raytheon Technologies Corporation75513E101COM30,139$4,400,902dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock23,205$4,325,882dollars as filed
Cisco Systems,Inc.17275R102COM62,315$4,323,422dollars as filed
Salesforce.com, Inc79466L302COM15,651$4,267,874dollars as filed
Comcast Corp20030N101COM113,108$4,036,832dollars as filed
ELECTRONIC ARTS INC COM285512109Stock24,420$3,899,879dollars as filed
Lockheed Martin Corporation539830109COM8,373$3,877,877dollars as filed
NVIDIA Corp67066G104COM24,298$3,838,846dollars as filed
Chevron Corporation166764100COM26,706$3,824,042dollars as filed
Medtronic PlcG5960L103COM43,316$3,775,867dollars as filed
BEST BUY INC COM086516101Stock53,456$3,588,509dollars as filed
HASBRO INC COM418056107Stock48,177$3,556,432dollars as filed
Bristol-Myers Squibb Company110122108COM74,066$3,428,525dollars as filed
Pfizer Inc.717081103COM140,770$3,412,263dollars as filed
Uber Technologies90353T100COM33,888$3,161,753dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock10,141$2,957,730dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock12,582$2,934,248dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF53,626$2,829,308dollars as filed
BLACKSTONE INC09260D107COM18,850$2,819,589dollars as filed
3M CO COM88579Y101Stock18,060$2,749,454dollars as filed
Adobe Inc00724F101COM7,064$2,732,921dollars as filed
PACER DATA & ETF INFRASTRUCTURE REAL ESTATE69374H741ETF82,065$2,652,341dollars as filed
KRAFT HEINZ CO COM500754106Stock97,626$2,520,711dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS26,607$2,336,366dollars as filed
DEXCOM INC COM252131107Stock26,225$2,289,182dollars as filed
TRUIST FINL CORP COM89832Q109Stock49,102$2,110,899dollars as filed
CAPITAL ONE FINL CORP14040H105COM9,663$2,055,899dollars as filed
ZOETIS INC CL A98978V103Stock12,383$1,931,134dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,766$1,918,062dollars as filed
NextEra Energy,Inc.65339F101COM27,331$1,897,319dollars as filed
Berkshire Hathaway Inc084670702COM3,875$1,882,359dollars as filed
PAYPALHLDGSINC70450Y103STOK21,842$1,623,297dollars as filed
ENBRIDGE INC COM29250N105Stock31,875$1,444,575dollars as filed
ISHARES TR464288695GLOBAL MATER ETF16,673$1,425,034dollars as filed
ServiceNow,Inc.81762P102COM1,349$1,386,880dollars as filed
NUVEEN AMT FREE MUN CR INC F67071L106COM115,252$1,374,957dollars as filed
Accenture Plc Class AG1151C101COM4,390$1,312,131dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM115,672$1,305,937dollars as filed
CONAGRA FOODS INC205887102COM61,788$1,264,804dollars as filed
PepsiCo,Inc.713448108COM9,017$1,190,605dollars as filed
LULULEMON ATHLETICA INC550021109COM4,432$1,052,957dollars as filed
SHERWIN WILLIAMS CO824348106COM3,000$1,030,080dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS24,778$1,026,305dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,520$943,768dollars as filed
EXXON MOBIL CORP30231G102COM8,572$924,062dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,828$877,440dollars as filed
Cigna Corporation125523100COM2,620$866,120dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock2,761$724,791dollars as filed
Amgen Inc.031162100COM2,052$572,939dollars as filed
Bank of America Corp060505104COM11,900$563,108dollars as filed
Visa Inc92826C839COM1,573$558,497dollars as filed
HALLIBURTON CO COM406216101Stock23,385$476,586dollars as filed
Intuitive Surgical,Inc.46120E602COM877$476,570dollars as filed
Walt Disney Co254687106COM3,631$450,281dollars as filed
DUFF & PHELPS UTLITY AND INF26433C105COM32,000$397,120dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,268$357,846dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS6,080$330,630dollars as filed
TARGET CORP COM87612E106Stock3,300$325,548dollars as filed
Procter & Gamble Co742718109COM1,718$273,712dollars as filed
iShares Russell 2000 ETF464287655SHS1,171$252,690dollars as filed
MPLX LP55336V100COM UNIT REP LTD4,900$252,399dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,535$251,472dollars as filed
SUBURBAN PROPANE PARTNERS L.P.864482104COM13,455$249,322dollars as filed
Micron Technology,Inc.595112103COM2,000$246,500dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock4,625$216,589dollars as filed
Altria Group Inc02209S103COM3,618$212,123dollars as filed
EATON VANCE TAX-MANAGED BUY-WR27828X100COM12,500$180,500dollars as filed
VALLEY NATL BANCORP919794107COM15,979$142,693dollars as filed
GENERATION INCOME PPTYS INC37149D204COM NEW50,000$73,000dollars as filed
GENERATION INCOME PPTYS INC37149D113*W EXP 99/99/99950,000$2,760dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001715228-25-000003this filing2025-08-14acceptance time not in the bulk data set