Sponsored

The Analysis of Wealth Advisors of Tampa Bay, LLC's Holdings & P&L

Currently, Wealth Advisors of Tampa Bay, LLC holds 93 types of securities in its portfolio with a total value $302.4M. In the most recent quarter, they have increased their positions in JPLD (+68.1K shares, valued at $3.6M), ACI (+113.8K shares, valued at $1.9M), ZTS (+16.1K shares, valued at $1.9M); decreased their positions in GLW (-26.4K shares, valued at $3.6M), WMT (-8.4K shares, valued at $1.0M), BK (-4.3K shares, valued at $516.0K); initiated new positions in ACI (+113.8K shares, valued at $1.9M), ZTS (+16.1K shares, valued at $1.9M), NFLX (+14.2K shares, valued at $1.4M).

1M P&L

+6.5M+2.36%

3M P&L

+14.6M+5.49%

HY P&L

+40.8M+16.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.6M

15.8%

2Software - Infrastructure15.3M

6.2%

3Telecom Services13.6M

5.6%

Top Industries by Stock Count

1N/A18 stocks

22.0%

2Drug Manufacturers - General4 stocks

4.9%

3Telecom Services4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC55.7K shares-1.59%2026-03-312026-05-14

GLW CORNING INC92.6K shares-22.21%2026-03-312026-05-14

JPST JPMORGAN232.9K shares17.98%2026-03-312026-05-14

MSFT MICROSOFT CORP30.7K shares9.77%2026-03-312026-05-14

AAPL APPLE INC39.4K shares-1.45%2026-03-312026-05-14

WMT WALMART INC79.7K shares-9.53%2026-03-312026-05-14

JPLD JPMORGAN LTD184.9K shares58.25%2026-03-312026-05-14

ADI ANALOG DEVICES28.9K shares-1.70%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC29.7K shares-2.75%2026-03-312026-05-14

GS GOLDMAN SACHS10.1K shares-1.57%2026-03-312026-05-14

ETR ENTERGY CORP66.1K shares-3.71%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS147.5K shares-2.03%2026-03-312026-05-14

WM WASTE MANAGEMENT31.1K shares0.81%2026-03-312026-05-14

BK BANK NEW YORK56.0K shares-7.21%2026-03-312026-05-14

AMZN AMAZON COM31.6K shares-1.28%2026-03-312026-05-14

GRMN GARMIN LTD27.5K shares-0.67%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORP28.8K shares5.54%2026-03-312026-05-14

MCD MCDONALDS CORP19.0K shares-2.19%2026-03-312026-05-14

HAS HASBRO INC53.8K shares-0.79%2026-03-312026-05-14

PNC PNC FINANCIAL23.9K shares0.91%2026-03-312026-05-14

T AT&T INC169.9K shares-2.25%2026-03-312026-05-14

RTX RTX CORP25.4K shares-0.49%2026-03-312026-05-14

BBY BEST BUY74.6K shares50.82%2026-03-312026-05-14

LMT LOCKHEED MARTIN7.8K shares-0.77%2026-03-312026-05-14

Sponsored

CSCO CISCO SYSTEMS60.2K shares-1.90%2026-03-312026-05-14

BMY BRISTOL MYERS72.3K shares-0.19%2026-03-312026-05-14

NVDA NVIDIA CORP24.8K shares1.64%2026-03-312026-05-14

PSC PRINCIPAL US74.3K shares-1.71%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC46.5K shares4.80%2026-03-312026-05-14

HELO JPMORGAN HEDGED62.7K shares4.87%2026-03-312026-05-14

MMM 3M COMPANY27.6K shares48.59%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC34.6K shares20.54%2026-03-312026-05-14

Sponsored

HD HOME DEPOT11.7K shares-1.52%2026-03-312026-05-14

CBOE CBOE GLOBAL11.9K shares-1.53%2026-03-312026-05-14

GENERAL DYNAMICS GENERAL DYNAMICS9.4K shares-1.16%2026-03-312026-05-14

UBER UBER TECHNOLOGIES42.5K shares16.61%2026-03-312026-05-14

CRM SALESFORCE INC15.3K shares2.69%2026-03-312026-05-14

IGSB ISHARES 1-552.9K shares0.43%2026-03-312026-05-14

MXI ISHARES GLOBAL24.8K shares46.55%2026-03-312026-05-14

PFE PFIZER INC91.4K shares-6.86%2026-03-312026-05-14

Sponsored

XLB STATE STREET49.5K shares-1.40%2026-03-312026-05-14

NEE NEXTERA ENERGY26.3K shares-1.86%2026-03-312026-05-14

TU TELUS CORP167.6K shares11.75%2026-03-312026-05-14

NOW SERVICENOW INC19.9K shares22.22%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY4.2K shares24.10%2026-03-312026-05-14

O REALTY INCOME33.2K shares7.44%2026-03-312026-05-14

TFC TRUIST FINANCIAL43.1K shares-7.46%2026-03-312026-05-14

ACI ALBERTSONS COS113.8K sharesnew addition2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC16.1K sharesnew addition2026-03-312026-05-14

V VISA INC6.1K shares17.86%2026-03-312026-05-14

COF CAPITAL ONE9.2K shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE1.6K shares0.00%2026-03-312026-05-14

CMCSA COMCAST CORP56.0K shares38.52%2026-03-312026-05-14

XOM EXXON MOBIL8.6K shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HOLDINGS3.7K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC14.2K sharesnew addition2026-03-312026-05-14

Sponsored

ENB ENBRIDGE INC25.3K shares-0.59%2026-03-312026-05-14

PEP PEPSICO INC8.7K shares-3.05%2026-03-312026-05-14

NVG NUVEEN AMT109.2K shares0.00%2026-03-312026-05-14

NAD NUVEEN QUALITY115.4K shares0.00%2026-03-312026-05-14

ACCENTURE PLC ACCENTURE PLC6.1K shares43.45%2026-03-312026-05-14

IVV ISHARES CORE1.5K shares-0.07%2026-03-312026-05-14

SHYM ISHARES SHORT45.0K shares0.00%2026-03-312026-05-14

INVESCO S&P INVESCO S&P5.1K shares0.04%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS3.0K shares0.00%2026-03-312026-05-14

XLRE STATE STREET21.8K shares-1.64%2026-03-312026-05-14

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY1.8K shares0.00%2026-03-312026-05-14

CIGNA GROUP CIGNA GROUP3.2K shares0.00%2026-03-312026-05-14

TGT TARGET CORP6.7K shares38.57%2026-03-312026-05-14

AMGN AMGEN INC2.3K shares3.16%2026-03-312026-05-14

HAL HALLIBURTON COMPANY19.4K shares-4.66%2026-03-312026-05-14

KLAC KLA CORP510 shares0.00%2026-03-312026-05-14

Sponsored

LH LABCORP HOLDINGS2.7K shares2.88%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL1.1K shares7.06%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC1.5K shares0.00%2026-03-312026-05-14

HYS PIMCO 0-55.3K shares100.00%2026-03-312026-05-14

BAC BANK AMERICA9.9K shares-9.13%2026-03-312026-05-14

DPG DUFF & PHELPS32.0K shares0.00%2026-03-312026-05-14

SPMD STATE STREET6.1K shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODUCTS9.1K shares0.00%2026-03-312026-05-14

Sponsored

RDDT REDDIT INC2.4K sharesnew addition2026-03-312026-05-14

SPH SUBURBAN PROPANE13.5K shares0.00%2026-03-312026-05-14

IGV ISHARES EXPANDED3.3K shares0.00%2026-03-312026-05-14

MPLX MPLX4.5K shares-8.16%2026-03-312026-05-14

PG PROCTER & GAMBLE1.7K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP3.4K shares-5.61%2026-03-312026-05-14

TILT FLEXSHARES MORNINGSTAR916 shares0.00%2026-03-312026-05-14

IWM ISHARES RUSSELL874 shares0.00%2026-03-312026-05-14

Sponsored

DFUV DIMENSIONAL US4.3K sharesnew addition2026-03-312026-05-14

ABBV ABBVIE INC945 shares0.00%2026-03-312026-05-14

VLY VALLEY NATIONAL16.0K shares0.00%2026-03-312026-05-14

GIPR GENERATION INCOME50.0K shares0.00%2026-03-312026-05-14

GENERATION INCOME GENERATION INCOME50.0K shares0.00%2026-03-312026-05-14

BROADCOM INC

-1.59%

Shares55.7K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-22.21%

Shares92.6K

Event2026-03-31

Filed2026-05-14

JPST

JPMORGAN

17.98%

Shares232.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

9.77%

Shares30.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.45%

Shares39.4K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-9.53%

Shares79.7K

Event2026-03-31

Filed2026-05-14

JPLD

JPMORGAN LTD

58.25%

Shares184.9K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES

-1.70%

Shares28.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.75%

Shares29.7K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS

-1.57%

Shares10.1K

Event2026-03-31

Filed2026-05-14

ETR

ENTERGY CORP

-3.71%

Shares66.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS

-2.03%

Shares147.5K

Event2026-03-31

Filed2026-05-14

WASTE MANAGEMENT

0.81%

Shares31.1K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK

-7.21%

Shares56.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM

-1.28%

Shares31.6K

Event2026-03-31

Filed2026-05-14

GRMN

GARMIN LTD

-0.67%

Shares27.5K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORP

5.54%

Shares28.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-2.19%

Shares19.0K

Event2026-03-31

Filed2026-05-14

HAS

HASBRO INC

-0.79%

Shares53.8K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINANCIAL

0.91%

Shares23.9K

Event2026-03-31

Filed2026-05-14

AT&T INC

-2.25%

Shares169.9K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORP

-0.49%

Shares25.4K

Event2026-03-31

Filed2026-05-14

BBY

BEST BUY

50.82%

Shares74.6K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN

-0.77%

Shares7.8K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYSTEMS

-1.90%

Shares60.2K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL MYERS

-0.19%

Shares72.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORP

1.64%

Shares24.8K

Event2026-03-31

Filed2026-05-14

PSC

PRINCIPAL US

-1.71%

Shares74.3K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

4.80%

Shares46.5K

Event2026-03-31

Filed2026-05-14

HELO

JPMORGAN HEDGED

4.87%

Shares62.7K

Event2026-03-31

Filed2026-05-14

MMM

3M COMPANY

48.59%

Shares27.6K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

20.54%

Shares34.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT

-1.52%

Shares11.7K

Event2026-03-31

Filed2026-05-14

CBOE

CBOE GLOBAL

-1.53%

Shares11.9K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS

-1.16%

Shares9.4K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES

16.61%

Shares42.5K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

2.69%

Shares15.3K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES 1-5

0.43%

Shares52.9K

Event2026-03-31

Filed2026-05-14

MXI

ISHARES GLOBAL

46.55%

Shares24.8K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-6.86%

Shares91.4K

Event2026-03-31

Filed2026-05-14

XLB

STATE STREET

-1.40%

Shares49.5K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY

-1.86%

Shares26.3K

Event2026-03-31

Filed2026-05-14

TELUS CORP

11.75%

Shares167.6K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

22.22%

Shares19.9K

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY

24.10%

Shares4.2K

Event2026-03-31

Filed2026-05-14

REALTY INCOME

7.44%

Shares33.2K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINANCIAL

-7.46%

Shares43.1K

Event2026-03-31

Filed2026-05-14

ACI

ALBERTSONS COS

New

Shares113.8K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

New

Shares16.1K

Event2026-03-31

Filed2026-05-14

VISA INC

17.86%

Shares6.1K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP

38.52%

Shares56.0K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HOLDINGS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC

New

Shares14.2K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-0.59%

Shares25.3K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-3.05%

Shares8.7K

Event2026-03-31

Filed2026-05-14

NVG

NUVEEN AMT

0.00%

Shares109.2K

Event2026-03-31

Filed2026-05-14

NAD

NUVEEN QUALITY

0.00%

Shares115.4K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC

43.45%

Shares6.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES CORE

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-14

SHYM

ISHARES SHORT

0.00%

Shares45.0K

Event2026-03-31

Filed2026-05-14

INVESCO S&P

0.04%

Shares5.1K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

XLRE

STATE STREET

-1.64%

Shares21.8K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

CIGNA GROUP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

38.57%

Shares6.7K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

3.16%

Shares2.3K

Event2026-03-31

Filed2026-05-14

HAL

HALLIBURTON COMPANY

-4.66%

Shares19.4K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

0.00%

Shares510

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS

2.88%

Shares2.7K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL

7.06%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

HYS

PIMCO 0-5

100.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA

-9.13%

Shares9.9K

Event2026-03-31

Filed2026-05-14

DPG

DUFF & PHELPS

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-14

SPMD

STATE STREET

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODUCTS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-14

RDDT

REDDIT INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

SPH

SUBURBAN PROPANE

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-14

IGV

ISHARES EXPANDED

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

MPLX

-8.16%

Shares4.5K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP

-5.61%

Shares3.4K

Event2026-03-31

Filed2026-05-14

TILT

FLEXSHARES MORNINGSTAR

0.00%

Shares916

Event2026-03-31

Filed2026-05-14

IWM

ISHARES RUSSELL

0.00%

Shares874

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL US

New

Shares4.3K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.00%

Shares945

Event2026-03-31

Filed2026-05-14

VLY

VALLEY NATIONAL

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-14

GIPR

GENERATION INCOME

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-14

GENERATION INCOME

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available