Wealth Advisors of Tampa Bay, LLC

Q1 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    150

  • Value ($000)

    $246,007

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001715228
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COMMON STOCK
$12.11M
5 %

72,345

AAPL
AAPL

APPLE INC

COMMON STOCK
$9.50M
4 %

42,755

WMT
WMT

WALMART INC

COMMON STOCK
$8.33M
3 %

94,857

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
$7.80M
3 %

20,777

WM
WM

WASTE MANAGEMENT

COMMON STOCK
$7.29M
3 %

31,495

AMZN
AMZN

AMAZON COM

COMMON STOCK
$6.73M
3 %

35,352

GS
GS

GOLDMAN SACHS

COMMON STOCK
$6.43M
3 %

11,768

ETR
ETR

ENTERGY CORP

COMMON STOCK
$6.09M
3 %

71,243

ADI
ADI

ANALOG DEVICES

COMMON STOCK
$5.93M
2 %

29,428

---

GARMIN LTD

COMMON STOCK
$5.74M
2 %

26,436

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