Wealth Advisors Of Tampa Bay, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wealth Advisors Of Tampa Bay, LLC

CIK Number: 0001715228

265.18M
Market Value
144
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AVGO Broadcom Inc.
359.63
-2.69% 72.34K -0.95% 12.11M 69.67 4.92% Share
2 AAPL Apple Inc.
230.03
+1.43% 42.76K -5.05% 9.5M 140.11 3.86% Share
3 WMT Walmart Inc.
102.63
+2.21% 94.86K -9.72% 8.33M 49.73 3.39% Share
4 MSFT Microsoft Corpo...
501.01
+0.13% 20.78K -0.03% 7.8M 270.63 3.17% Share
5 WM Waste Managemen...
220.47
+1.28% 31.5K -7.33% 7.29M 140.56 2.96% Share
6 AMZN Amazon.com, Inc...
229.95
-0.16% 35.35K +0.86% 6.73M 119.67 2.73% Share
7 GS The Goldman Sac...
784.43
+1.93% 11.77K +2.35% 6.43M 319.04 2.61% Share
8 ETR Entergy Corpora...
89.86
+1.61% 71.24K +1.06% 6.09M 48.38 2.48% Share
9 ADI Analog Devices,...
248.24
+0.42% 29.43K +1.85% 5.93M 164.04 2.41% Share
10 GRMN Garmin Ltd.
241.06
+2.16% 26.44K +0.04% 5.74M 108.12 2.33% Share
11 GLW Corning Incorpo...
75.50
+0.76% 121.62K +0.46% 5.57M 31.28 2.26% Share
12 BK The Bank of New...
105.56
+1.50% 66.17K -2.3% 5.55M 44.75 2.26% Share
13 MCD McDonald's Corp...
308.37
+0.79% 17.56K -1% 5.48M 253.71 2.23% Share
14 T AT&T Inc.
29.48
+0.98% 189.69K +0.08% 5.36M 17.71 2.18% Share
15 GOOGL Alphabet Inc.
240.37
+0.50% 33.23K +1.46% 5.14M 115.29 2.09% Share
16 VZ Verizon Communi...
44.15
+1.51% 112.83K +89.15% 5.12M 43.34 2.08% Share
17 HD The Home Depot,...
423.33
+2.44% 12.85K -1.78% 4.71M 310.35 1.91% Share
18 CMCSA Comcast Corpora...
33.40
-0.24% 126.34K +15.63% 4.66M 42.35 1.90% Share
19 JPLD J P Morgan Exch...
52.46
+0.06% 88.56K +4.62% 4.61M 50.05 1.87% Share
20 JPST JPMorgan Ultra-...
50.66
+0.01% 88.99K +100.00% 4.51M 50.63 1.83% Share
21 BMY Bristol-Myers S...
47.54
+0.83% 69.81K -2.75% 4.26M 56.84 1.73% Share
22 CRM Salesforce, Inc...
246.23
+1.51% 15.45K +3.00% 4.15M 198.76 1.69% Share
23 RTX RTX Corporation
157.67
+1.72% 30.63K +0.53% 4.06M 73.74 1.65% Share
24 PNC The PNC Financi...
202.75
+0.43% 23.07K +28.83% 4.05M 164.19 1.65% Share
25 TU TELUS Corporati...
15.99
+1.04% 278.53K +7.78% 3.99M 17.85 1.62% Share
26 EA Electronic Arts...
169.89
-0.22% 27.59K +11.01% 3.99M 123.56 1.62% Share
27 BBY Best Buy Co., I...
78.45
+2.40% 52.87K +8.74% 3.89M 79.85 1.58% Share
28 CSCO Cisco Systems, ...
67.69
-0.65% 62.97K -26.01% 3.89M 52.39 1.58% Share
29 CVX Chevron Corpora...
158.25
+0.29% 22.82K +16.23% 3.82M 149.58 1.55% Share
30 MDT Medtronic plc
94.26
+2.10% 41.86K +3.46% 3.76M 87.02 1.53% Share
31 LMT Lockheed Martin...
470.72
+1.48% 8.32K +9.95% 3.72M 482.07 1.51% Share
32 PFE Pfizer Inc.
24.85
+1.14% 141.63K +92.51% 3.59M 30.33 1.46% Share
33 HAS Hasbro, Inc.
79.95
+2.95% 47.8K +4.05% 2.94M 70.53 1.19% Share
34 CBOE Cboe Global Mar...
236.22
+0.73% 12.66K +5.37% 2.86M 184.84 1.16% Share
35 IGSB iShares 1-5 Yea...
53.05
+0.08% 54.63K -0.91% 2.86M 52.66 1.16% Share
36 SLYV SPDR S&P 600 Sm...
89.77
+2.16% 35.38K +0.72% 2.77M 82.88 1.13% Share
37 GD General Dynamic...
329.57
+2.02% 10.02K +4.96% 2.73M 215.36 1.11% Share
38 MMM 3M Company
159.50
+3.86% 17.75K +59.41% 2.61M 106.26 1.06% Share
39 NVDA NVIDIA Corporat...
177.06
-0.15% 24K +258.45% 2.6M 112.09 1.06% Share
40 ADBE Adobe Inc.
350.55
+0.11% 6.43K +16.57% 2.47M 492.03 1.00% Share
41 UBER Uber Technologi...
94.66
+0.48% 33.55K +9.10% 2.44M 61.23 0.99% Share
42 SRVR Pacer Benchmark...
31.73
+2.79% 80.77K +5.51% 2.37M 31.31 0.96% Share
43 XLB Materials Selec...
92.58
+2.06% 27.39K +7.67% 2.35M 78.11 0.96% Share
44 BRK-B Berkshire Hatha...
496.91
+1.39% 3.88K +4.03% 2.06M 310.78 0.84% Share
45 ZTS Zoetis Inc.
150.57
+0.77% 11.96K +22.73% 1.97M 163.25 0.80% Share
46 NEE NextEra Energy,...
71.40
+0.51% 27.13K +9.70% 1.92M 71.47 0.78% Share
47 COF Capital One Fin...
224.28
+0.38% 9.96K -0.85% 1.79M 105.36 0.73% Share
48 KHC The Kraft Heinz...
26.52
-0.49% 55.35K +19.15% 1.68M 34 0.68% Share
49 CAG Conagra Brands,...
19.44
+0.41% 61.26K -18.05% 1.63M 29.08 0.66% Share
50 CRWD CrowdStrike Hol...
433.38
+2.00% 4.12K -0.24% 1.45M 201.79 0.59% Share
51 ENB Enbridge Inc.
48.80
+0.42% 32.61K +0.38% 1.44M 35.67 0.59% Share
52 DXCM DexCom, Inc.
76.00
-0.03% 20.55K +18.88% 1.4M 94.74 0.57% Share
53 TFC Truist Financia...
45.28
+0.35% 33.24K +52.36% 1.37M 38.7 0.56% Share
54 MXI iShares Global ...
91.66
+1.40% 16.51K +10.47% 1.35M 83.72 0.55% Share
55 LULU Lululemon Athle...
165.78
+1.15% 4.33K 0.00% 1.22M 340.37 0.50% Share
56 NOW ServiceNow, Inc...
938.41
+1.61% 1.38K +6.30% 1.1M 572.85 0.45% Share
57 PYPL PayPal Holdings...
67.27
+2.48% 16.36K +24.70% 1.07M 66.27 0.43% Share
58 SHW The Sherwin-Wil...
368.51
+3.09% 3K -0.07% 1.05M 249.82 0.43% Share
59 XLRE The Real Estate...
42.53
+1.61% 24.28K -2.04% 1.02M 39.85 0.41% Share
60 XOM Exxon Mobil Cor...
112.14
-0.32% 8.46K -0.01% 1.01M 92.66 0.41% Share
61 IVV iShares Core S&...
660.91
+0.83% 1.65K 0.00% 924.89K 398.63 0.38% Share
62 CI The Cigna Group
305.70
+1.08% 2.62K 0.00% 861.98K 284.4 0.35% Share
63 PEP PepsiCo, Inc.
144.23
+1.10% 5.67K +299.08% 849.71K 154.83 0.35% Share
64 RSP Invesco S&P 500...
190.32
+1.49% 4.79K +100.00% 829.6K 173.23 0.34% Share
65 ACN Accenture plc
244.04
+0.38% 2.46K +100.00% 767.62K 312.04 0.31% Share
66 AMGN Amgen Inc.
282.73
+1.52% 2.09K +18.06% 651.76K 286.43 0.26% Share
67 LH Labcorp Holding...
279.89
+2.55% 2.64K +7.77% 613.5K 205.5 0.25% Share
68 BAC Bank of America...
50.73
+1.19% 11.9K -33.87% 496.59K 39.68 0.20% Share
69 V Visa Inc.
343.48
+1.59% 1.35K +12.05% 472.42K 283.68 0.19% Share
70 ISRG Intuitive Surgi...
455.85
+1.30% 782 +100.00% 387.3K 495.27 0.16% Share
71 DIS The Walt Disney...
117.06
+1.10% 3.63K -30.25% 358.38K 101.36 0.15% Share
72 TGT Target Corporat...
91.51
+0.80% 3.15K +100.00% 328.73K 104.36 0.13% Share
73 SPMD SPDR Portfolio ...
58.30
+1.67% 6.08K 0.00% 311.17K 54.68 0.13% Share
74 PG The Procter & G...
158.63
+0.81% 1.72K -0.23% 292.78K 136.62 0.12% Share
75 IGV iShares Expande...
112.46
+0.20% 3.27K -2.01% 290.82K 64.6 0.12% Share
76 SPH Suburban Propan...
18.63
+1.42% 13.46K 0.00% 282.69K 15.58 0.11% Share
77 MPLX MPLX Lp
50.84
+2.05% 4.9K 0.00% 262.25K 41.32 0.11% Share
78 HAL Halliburton Com...
22.32
-1.26% 10.03K +100.00% 254.34K 25.37 0.10% Share
79 AGG iShares Core U....
100.63
+0.19% 2.54K +5.76% 250.76K 99.13 0.10% Share
80 HSY The Hershey Com...
185.54
-0.03% 1.47K -25.45% 250.56K 176.78 0.10% Share
81 IP International P...
46.50
+0.07% 4.63K 0.00% 246.74K 48.85 0.10% Share
82 IWM iShares Russell...
240.78
+1.84% 1.17K +0.69% 233.6K 199.46 0.10% Share
83 MO Altria Group, I...
66.36
+0.20% 3.77K +100.00% 226.16K 60.02 0.09% Share
84 EPD Enterprise Prod...
31.93
+0.87% 5.88K +100.00% 200.57K 34.14 0.08% Share
85 ABBV AbbVie Inc.
220.19
+4.04% 860 +100.00% 180.19K 209.52 0.07% Share
86 MU Micron Technolo...
150.57
+7.55% 2K +100.00% 173.78K 86.89 0.07% Share
87 D Dominion Energy...
60.03
+1.03% 2.9K +100.00% 162.6K 56.07 0.07% Share
88 JPM JPMorgan Chase ...
305.50
+1.65% 640 +100.00% 156.99K 245.3 0.06% Share
89 CCI Crown Castle In...
95.56
+1.63% 1.45K +100.00% 150.61K 104.23 0.06% Share
90 GWW W.W. Grainger, ...
1015.57
+2.16% 150 +100.00% 148.18K 987.83 0.06% Share
91 VLY Valley National...
10.78
+0.65% 15.98K 0.00% 142.05K 10.52 0.06% Share
92 XLY Consumer Discre...
237.32
+1.91% 676 +100.00% 133.48K 197.46 0.05% Share
93 GE GE Aerospace
281.46
-0.69% 639 +100.00% 127.9K 200.15 0.05% Share
94 SO The Southern Co...
92.14
+0.63% 1.37K +100.00% 125.88K 91.95 0.05% Share
95 CMI Cummins Inc.
410.99
+1.41% 400 +100.00% 125.38K 313.44 0.05% Share
96 COR Cencora, Inc.
302.79
+2.18% 438 +100.00% 121.8K 278.09 0.05% Share
97 RPM RPM Internation...
128.22
+2.91% 1K +100.00% 115.68K 115.68 0.05% Share
98 WAT Waters Corporat...
302.46
+3.22% 300 +100.00% 110.57K 368.57 0.04% Share
99 ONEQ Fidelity Nasdaq...
86.84
+0.77% 1.62K +100.00% 110.54K 68.07 0.04% Share
100 IWO iShares Russell...
315.88
+2.00% 414 +100.00% 105.79K 255.53 0.04% Share
101 BCE BCE Inc.
24.29
+0.62% 4.42K +100.00% 101.6K 22.96 0.04% Share
102 NDSN Nordson Corpora...
227.98
+1.90% 500 +100.00% 100.86K 201.72 0.04% Share
103 UNH UnitedHealth Gr...
353.64
+1.98% 190 +100.00% 99.51K 523.75 0.04% Share
104 IWN iShares Russell...
177.45
+1.60% 657 +100.00% 99.19K 150.98 0.04% Share
105 TIP iShares TIPS Bo...
111.83
+0.17% 794 +100.00% 88.2K 111.09 0.04% Share
106 TTE TotalEnergies S...
61.42
-1.25% 1.25K -97.07% 80.86K 54.98 0.03% Share
107 IJR iShares Core S&...
120.07
+2.08% 772 +100.00% 80.73K 104.57 0.03% Share
108 IVW iShares S&P 500...
118.83
+0.49% 865 +100.00% 80.3K 92.83 0.03% Share
109 GIPR Generation Inco...
0.96
+2.43% 50K 0.00% 80K 5.12 0.03% Share
110 HON Honeywell Inter...
215.31
+1.71% 375 +100.00% 79.41K 211.75 0.03% Share
111 COST Costco Wholesal...
964.32
+0.84% 81 +100.00% 76.61K 945.78 0.03% Share
112 IJH iShares Core S&...
66.52
+1.68% 1.31K +100.00% 76.21K 58.35 0.03% Share
113 SPY SPDR S&P 500 ET...
657.61
+0.83% 134 +100.00% 74.96K 559.39 0.03% Share
114 DVY iShares Select ...
142.57
+1.02% 545 +100.00% 73.19K 134.29 0.03% Share
115 IVE iShares S&P 500...
204.39
+1.24% 378 +100.00% 72.04K 190.58 0.03% Share
116 GEV GE Vernova Inc.
634.13
-1.47% 224 +100.00% 68.38K 305.28 0.03% Share
117 ELV Elevance Health...
314.81
+2.63% 150 +100.00% 65.24K 434.96 0.03% Share
118 XLK Technology Sele...
270.91
+0.28% 300 +100.00% 61.94K 206.48 0.03% Share
119 SUB iShares Short-T...
107.25
+0.05% 571 +100.00% 60.3K 105.6 0.02% Share
120 PM Philip Morris I...
167.91
+1.57% 350 +100.00% 55.56K 158.73 0.02% Share
121 VGT Vanguard Inform...
718.69
+0.53% 100 +100.00% 54.24K 542.38 0.02% Share
122 SLYG SPDR S&P 600 Sm...
95.17
+2.16% 640 +100.00% 53.12K 83 0.02% Share
123 IBM International B...
256.95
+0.03% 200 +100.00% 49.73K 248.66 0.02% Share
124 ALGN Align Technolog...
135.91
+2.23% 300 +100.00% 47.66K 158.86 0.02% Share
125 LOW Lowe's Companie...
272.34
+2.17% 200 +100.00% 46.65K 233.23 0.02% Share
126 MRK Merck & Co., In...
85.16
+1.34% 450 +100.00% 40.39K 89.76 0.02% Share
127 SSB SouthState Corp...
102.14
+0.73% 435 +100.00% 40.38K 92.82 0.02% Share
128 AXP American Expres...
329.46
+1.89% 150 +100.00% 40.36K 269.05 0.02% Share
129 BCAL Southern Califo...
17.29
+0.82% 2.79K +100.00% 39.98K 14.33 0.02% Share
130 KO The Coca-Cola C...
67.59
-0.34% 553 +100.00% 39.61K 71.62 0.02% Share
131 EZU iShares MSCI Eu...
60.64
+1.15% 688 +100.00% 36.64K 53.25 0.01% Share
132 PLTR Palantir Techno...
164.36
-1.43% 400 +100.00% 33.76K 84.4 0.01% Share
133 GLD SPDR Gold Share...
334.70
-0.17% 115 +100.00% 33.14K 288.14 0.01% Share
134 BA The Boeing Comp...
219.97
-3.32% 185 +100.00% 31.55K 170.55 0.01% Share
135 OKE ONEOK, Inc.
73.29
-0.08% 317 +100.00% 31.45K 99.22 0.01% Share
136 QCOM QUALCOMM Incorp...
161.51
+1.61% 200 +100.00% 30.72K 153.61 0.01% Share
137 NNN NNN REIT, Inc.
43.30
+1.45% 685 +100.00% 29.21K 42.65 0.01% Share
138 ARKW ARK Next Genera...
162.05
+1.64% 292 +100.00% 27.64K 94.67 0.01% Share
139 LPLA LPL Financial H...
347.71
+1.71% 81 +100.00% 26.5K 327.14 0.01% Share
140 BN Brookfield Corp...
68.81
+2.62% 500 +100.00% 26.2K 52.41 0.01% Share
141 ARKQ ARK Autonomous ...
99.05
+1.82% 373 +100.00% 24.71K 66.26 < 0.01% Share
142 GIS General Mills, ...
50.62
+1.22% 400 +100.00% 23.92K 59.79 < 0.01% Share
143 GOOG Alphabet Inc.
240.78
+0.51% 140 +100.00% 21.87K 156.23 < 0.01% Share
144 RCL Royal Caribbean...
349.93
+2.47% 100 +100.00% 20.54K 205.44 < 0.01% Share