The Analysis of Wealth Advisors of Tampa Bay, LLC's Holdings
Currently, Wealth Advisors of Tampa Bay, LLC holds 95 types of securities in its portfolio with a total value $300.2M. In the most recent quarter, they have increased their positions in HELO (+65.4K shares, valued at $4.2M), PSC (+73.6K shares, valued at $4.2M), MSFT (+5.9K shares, valued at $3.1M); decreased their positions in DXCM (-16.4K shares, valued at $1.1M), GS (-974 shares, valued at $775.6K), PYPL (-9.8K shares, valued at $660.5K); initiated new positions in HELO (+65.4K shares, valued at $4.2M), PSC (+73.6K shares, valued at $4.2M), SPOT (+2.6K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVGO BROADCOM INC57.3K shares-3.02%2025-09-302025-11-13
MSFT MICROSOFT CORP26.7K shares28.57%2025-09-302025-11-13 AAPL APPLE INC41.6K shares-3.00%2025-09-302025-11-13 JPST JPMORGAN198.8K shares20.32%2025-09-302025-11-13 GLW CORNING INC119.6K shares-3.35%2025-09-302025-11-13 WMT WALMART INC90.1K shares-0.47%2025-09-302025-11-13 GS GOLDMAN SACHS10.5K shares-8.52%2025-09-302025-11-13 GOOGL ALPHABET INC32.3K shares-2.56%2025-09-302025-11-13 AMZN AMAZON COM33.2K shares-5.51%2025-09-302025-11-13 ADI ANALOG DEVICES29.3K shares-0.41%2025-09-302025-11-13 WM WASTE MANAGEMENT31.6K shares1.89%2025-09-302025-11-13 BK BANK NEW YORK62.6K shares-3.90%2025-09-302025-11-13 ETR ENTERGY CORP71.3K shares0.49%2025-09-302025-11-13 GRMN GARMIN LTD26.4K shares-0.85%2025-09-302025-11-13 JPLD JPMORGAN LTD112.9K shares7.83%2025-09-302025-11-13 MCD MCDONALDS CORP17.8K shares0.49%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS118.4K shares3.92%2025-09-302025-11-13 HD HOME DEPOT12.3K shares-3.26%2025-09-302025-11-13 T AT&T INC176.1K shares-0.92%2025-09-302025-11-13 CMCSA COMCAST CORP155.5K shares37.49%2025-09-302025-11-13 NVDA NVIDIA CORP25.5K shares4.88%2025-09-302025-11-13 EA ELECTRONIC ARTS23.2K shares-5.06%2025-09-302025-11-13 PNC PNC FINANCIAL23.1K shares-0.60%2025-09-302025-11-13 BX BLACKSTONE INC27.1K shares43.85%2025-09-302025-11-13 RTX RTX CORP27.2K shares-9.61%2025-09-302025-11-13 LMT LOCKHEED MARTIN8.6K shares2.16%2025-09-302025-11-13 HELO JPMORGAN HEDGED65.4K sharesnew addition2025-09-302025-11-13 PSC PRINCIPAL US73.6K sharesnew addition2025-09-302025-11-13 CSCO CISCO SYSTEMS60.9K shares-2.28%2025-09-302025-11-13 MDT MEDTRONIC PLC43.7K shares0.81%2025-09-302025-11-13 HAS HASBRO INC54.8K shares13.74%2025-09-302025-11-13 CVX CHEVRON CORP26.6K shares-0.24%2025-09-302025-11-13 BBY BEST BUY54.4K shares1.80%2025-09-302025-11-13 TU TELUS CORP260.3K shares-7.95%2025-09-302025-11-13 PFE PFIZER INC147.4K shares4.71%2025-09-302025-11-13 CRM SALESFORCE INC15.8K shares0.83%2025-09-302025-11-13 BMY BRISTOL MYERS77.5K shares4.63%2025-09-302025-11-13 GD GENERAL DYNAMICS10.1K shares0.00%2025-09-302025-11-13 UBER UBER TECHNOLOGIES34.7K shares2.52%2025-09-302025-11-13 KHC KRAFT HEINZ129.6K shares32.76%2025-09-302025-11-13 NOW SERVICENOW INC3.5K shares156.41%2025-09-302025-11-13 CBOE CBOE GLOBAL12.7K shares1.07%2025-09-302025-11-13 MMM 3M COMPANY18.4K shares1.80%2025-09-302025-11-13 IGSB ISHARES 1-553.6K shares0.00%2025-09-302025-11-13 SRVR PACER DATA85.1K shares3.72%2025-09-302025-11-13 XLB MATERIALS SELECT26.6K shares-0.06%2025-09-302025-11-13 TFC TRUIST FINANCIAL49.4K shares0.61%2025-09-302025-11-13 COF CAPITAL ONE9.8K shares1.55%2025-09-302025-11-13 NEE NEXTERA ENERGY27.5K shares0.55%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY3.9K shares0.00%2025-09-302025-11-13 CRWD CROWDSTRIKE HOLDINGS3.8K shares0.00%2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY2.6K sharesnew addition2025-09-302025-11-13 MXI ISHARES GLOBAL17.0K shares1.89%2025-09-302025-11-13 COST COSTCO WHOLESALE1.6K sharesnew addition2025-09-302025-11-13 ZTS ZOETIS INC10.0K shares-18.86%2025-09-302025-11-13 NVG NUVEEN AMT115.3K shares0.00%2025-09-302025-11-13 NAD NUVEEN QUALITY115.7K shares0.00%2025-09-302025-11-13 ENB ENBRIDGE INC25.4K shares-20.24%2025-09-302025-11-13 PEP PEPSICO INC9.0K shares0.00%2025-09-302025-11-13 ACN ACCENTURE PLC5.0K shares14.81%2025-09-302025-11-13 XLRE REAL ESTATE24.8K shares0.00%2025-09-302025-11-13 SHW SHERWIN WILLIAMS3.0K shares0.00%2025-09-302025-11-13 IVV ISHARES CORE1.5K shares0.00%2025-09-302025-11-13 XOM EXXON MOBIL8.6K shares0.00%2025-09-302025-11-13 RSP INVESCO S&P4.9K shares1.49%2025-09-302025-11-13 CI CIGNA GROUP3.2K shares20.80%2025-09-302025-11-13 PYPL PAYPAL HOLDINGS12.0K shares-45.10%2025-09-302025-11-13 LH LABCORP HOLDINGS2.6K shares-4.89%2025-09-302025-11-13 DXCM DEXCOM INC9.8K shares-62.59%2025-09-302025-11-13 AMGN AMGEN INC2.3K shares11.70%2025-09-302025-11-13 KLAC KLA CORP582 sharesnew addition2025-09-302025-11-13 HAL HALLIBURTON COMPANY24.7K shares5.45%2025-09-302025-11-13 V VISA INC1.7K shares9.22%2025-09-302025-11-13 BAC BANK AMERICA11.2K shares-5.88%2025-09-302025-11-13 DPG DUFF & PHELPS32.0K shares0.00%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL907 shares3.42%2025-09-302025-11-13 IGV ISHARES EXPANDED3.3K shares0.00%2025-09-302025-11-13 SPMD SPDR PORTFOLIO6.1K shares0.00%2025-09-302025-11-13 TGT TARGET CORP3.8K shares16.36%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC2.0K shares0.00%2025-09-302025-11-13 DIS WALT DISNEY2.6K shares-27.02%2025-09-302025-11-13 EPD ENTERPRISE PRODUCTS9.1K sharesnew addition2025-09-302025-11-13 PG PROCTER & GAMBLE1.7K shares0.00%2025-09-302025-11-13 HYS PIMCO 0-52.7K sharesnew addition2025-09-302025-11-13 SPH SUBURBAN PROPANE13.5K shares0.00%2025-09-302025-11-13 MPLX MPLX4.9K shares0.00%2025-09-302025-11-13 MO ALTRIA GROUP3.6K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC945 sharesnew addition2025-09-302025-11-13 IWM ISHARES RUSSELL901 shares-23.06%2025-09-302025-11-13 IP INTL PAPER4.6K shares0.00%2025-09-302025-11-13 JPM JPMORGAN CHASE640 sharesnew addition2025-09-302025-11-13 VLY VALLEY NATIONAL16.0K shares0.00%2025-09-302025-11-13 ETB EATON VANCE10.5K shares-16.00%2025-09-302025-11-13 GIPR GENERATION INCOME50.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available