Wealth Advisors of Tampa Bay, LLC
Wealth Advisors of Tampa Bay, LLC reported 94 holdings worth US$327M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Wealth Advisors of Tampa Bay, LLC reported 94 holdings worth US$327M as of Jun 30, 2026. Largest: Corning Incorporated, Broadcom Inc. and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$327M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Corning Incorporated | 88,391 | US$22.6M | 6.9% |
| Broadcom Inc. | 56,699 | US$21.4M | 6.6% |
| Microsoft Corp. | 32,719 | US$12.2M | 3.7% |
| Analog Devices, Inc. | 28,802 | US$11.4M | 3.5% |
| Apple Inc | 38,746 | US$11.2M | 3.4% |
| Alphabet Inc (google) Class C | 29,545 | US$10.6M | 3.2% |
| Goldman Sachs Group, Inc. (the) | 9,340 | US$9.45M | 2.9% |
| Walmart Inc. | 79,727 | US$9.03M | 2.8% |
| The Bank Of New York Mellon Corporation | 54,311 | US$7.85M | 2.4% |
| Entergy Corporation | 65,855 | US$7.56M | 2.3% |
| Amazon.com, Inc. | 30,957 | US$7.38M | 2.3% |
| Waste Management, Inc. | 31,752 | US$7.08M | 2.2% |
| Cisco Systems, Inc. | 59,646 | US$7.01M | 2.1% |
| Verizon Communications Inc. | 147K | US$6.22M | 1.9% |
| Pnc Financial Services Group, Inc. (the) | 23,845 | US$5.87M | 1.8% |
| Best Buy Co., Inc. | 74,582 | US$5.66M | 1.7% |
| At&t Inc. | 262K | US$5.42M | 1.7% |
| Mcdonald's Corporation | 19,475 | US$5.26M | 1.6% |
| Nvidia Corporation | 25,483 | US$5.1M | 1.6% |
| Chevron Corporation | 30,319 | US$5.03M | 1.5% |
| Lockheed Martin Corporation | 9,608 | US$4.89M | 1.5% |
| Home Depot, Inc. (the) | 13,439 | US$4.74M | 1.4% |
| 3m Company | 28,569 | US$4.63M | 1.4% |
| Blackstone Inc. | 38,303 | US$4.51M | 1.4% |
| Hasbro, Inc. | 54,018 | US$4.46M | 1.4% |
| Bristol-myers Squibb Company | 75,377 | US$4.34M | 1.3% |
| Rtx Corporation | 21,414 | US$4.06M | 1.2% |
| General Dynamics Corporation | 9,631 | US$3.41M | 1.0% |
| Albertsons Companies, Inc. | 237K | US$3.2M | 0.98% |
| Uber Technologies, Inc. | 41,650 | US$3.01M | 0.92% |
| Realty Income Corporation | 42,356 | US$2.62M | 0.80% |
| Cboe Global Markets, Inc. | 10,662 | US$2.59M | 0.79% |
| Visa Inc. | 7,113 | US$2.44M | 0.75% |
| Salesforce, Inc. | 15,315 | US$2.4M | 0.73% |
| Nextera Energy, Inc. | 26,081 | US$2.29M | 0.70% |
| Truist Financial Corporation | 42,425 | US$2.11M | 0.65% |
| Pfizer, Inc. | 84,408 | US$2.03M | 0.62% |
| Servicenow, Inc. | 19,615 | US$1.95M | 0.60% |
| Comcast Corporation | 77,923 | US$1.91M | 0.59% |
| Capital One Financial Corporation | 9,313 | US$1.87M | 0.57% |
| Micron Technology, Inc. | 1,300 | US$1.5M | 0.46% |
| Costco Wholesale Corporation | 1,599 | US$1.5M | 0.46% |
| Kla Corporation | 4,775 | US$1.44M | 0.44% |
| Enbridge Inc. | 25,275 | US$1.37M | 0.42% |
| Telus Corporation | 123K | US$1.3M | 0.40% |
| Pepsico, Inc. | 8,867 | US$1.2M | 0.37% |
| Exxon Mobil Corporation | 8,722 | US$1.19M | 0.36% |
| Netflix, Inc. | 14,370 | US$1.03M | 0.31% |
| Sherwin-williams Company (the) | 2,858 | US$984K | 0.30% |
| The Cigna Group | 3,315 | US$914K | 0.28% |
| Berkshire Hathaway Inc. | 1,775 | US$888K | 0.27% |
| Target Corporation | 6,550 | US$855K | 0.26% |
| Amgen Inc. | 2,237 | US$810K | 0.25% |
| Labcorp Holdings Inc. | 2,656 | US$744K | 0.23% |
| Reddit, Inc. | 3,312 | US$575K | 0.18% |
| Bank Of America Corporation | 9,450 | US$538K | 0.16% |
| Halliburton Company | 14,939 | US$507K | 0.16% |
| Intuitive Surgical, Inc. | 1,062 | US$422K | 0.13% |
| Broadridge Financial Solutions, Inc. | 3,035 | US$416K | 0.13% |
| Enterprise Products Partners L.p. | 9,050 | US$333K | 0.10% |
| Crowdstrike Holdings, Inc. | 428 | US$327K | 0.10% |
| Ge Vernova Inc. | 224 | US$263K | 0.08% |
| Mplx Lp | 4,500 | US$253K | 0.08% |
| Procter & Gamble Company (the) | 1,718 | US$252K | 0.08% |
| Altria Group, Inc. | 3,365 | US$242K | 0.07% |
| Ge Aerospace | 639 | US$239K | 0.07% |
| Abbvie Inc. | 945 | US$238K | 0.07% |
| Suburban Propane Partners, L.p. | 13,455 | US$230K | 0.07% |
| Valley National Bancorp | 14,674 | US$215K | 0.07% |
| Generation Income Properties Inc. | 50,000 | US$8,355 | <0.01% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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