Wealth Advisors of Tampa Bay, LLC

Q2 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    90

  • Value ($000)

    $265,176

  • Date Filed
    08/13/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COMMON STOCK
$16.28M
6 %

59,069

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
$10.32M
4 %

20,742

WMT
WMT

WALMART INC

COMMON STOCK
$8.86M
3 %

90,562

AAPL
AAPL

APPLE INC

COMMON STOCK
$8.80M
3 %

42,900

JPST
JPST

JPMORGAN

MF CLOSED AND MF OPEN
$8.37M
3 %

165,246

GS
GS

GOLDMAN SACHS

COMMON STOCK
$8.09M
3 %

11,429

AMZN
AMZN

AMAZON COM

COMMON STOCK
$7.72M
3 %

35,187

WM
WM

WASTE MANAGEMENT

COMMON STOCK
$7.09M
3 %

30,985

ADI
ADI

ANALOG DEVICES

COMMON STOCK
$7.01M
3 %

29,443

GLW
GLW

CORNING INC

COMMON STOCK
$6.51M
3 %

123,735

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