The Analysis of Wealth Advisors of Tampa Bay, LLC's Holdings
Currently, Wealth Advisors of Tampa Bay, LLC holds 92 types of securities in its portfolio with a total value $289.8M. In the most recent quarter, they have increased their positions in NOW (+12.8K shares, valued at $2.0M), O (+30.9K shares, valued at $1.7M), VZ (+32.2K shares, valued at $1.3M); decreased their positions in CMCSA (-115.1K shares, valued at $3.4M), KHC (-92.6K shares, valued at $2.2M), TU (-110.3K shares, valued at $1.5M); initiated new positions in O (+30.9K shares, valued at $1.7M), SHYM (+45.0K shares, valued at $999.9K), TILT (+916 shares, valued at $227.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BROADCOM INC BROADCOM INC56.6K shares-1.14%2025-12-312026-02-09
MSFT MICROSOFT CORP28.0K shares4.90%2025-12-312026-02-09 AAPL APPLE INC40.0K shares-3.86%2025-12-312026-02-09 GLW CORNING INC119.0K shares-0.49%2025-12-312026-02-09 JPST JPMORGAN197.4K shares-0.70%2025-12-312026-02-09 WMT WALMART INC88.1K shares-2.30%2025-12-312026-02-09 ALPHABET INC ALPHABET INC30.6K shares-5.40%2025-12-312026-02-09 GS GOLDMAN SACHS10.2K shares-2.30%2025-12-312026-02-09 ADI ANALOG DEVICES29.4K shares0.14%2025-12-312026-02-09 AMZN AMAZON COM32.0K shares-3.76%2025-12-312026-02-09 BK BANK NEW YORK60.4K shares-3.66%2025-12-312026-02-09 WM WASTE MANAGEMENT30.8K shares-2.40%2025-12-312026-02-09 ETR ENTERGY CORP68.7K shares-3.73%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS150.6K shares27.18%2025-12-312026-02-09 JPLD JPMORGAN LTD116.9K shares3.52%2025-12-312026-02-09 MCD MCDONALDS CORP19.5K shares9.47%2025-12-312026-02-09 GRMN GARMIN LTD27.6K shares4.79%2025-12-312026-02-09 PNC PNC FINANCIAL23.7K shares2.71%2025-12-312026-02-09 CSCO CISCO SYSTEMS61.4K shares0.85%2025-12-312026-02-09 RTX RTX CORP25.5K shares-6.35%2025-12-312026-02-09 NVDA NVIDIA CORP24.4K shares-4.12%2025-12-312026-02-09 HAS HASBRO INC54.3K shares-0.96%2025-12-312026-02-09 PSC PRINCIPAL US75.6K shares2.75%2025-12-312026-02-09 T AT&T INC173.8K shares-1.28%2025-12-312026-02-09 CVX CHEVRON CORP27.3K shares2.46%2025-12-312026-02-09 HD HOME DEPOT11.9K shares-3.69%2025-12-312026-02-09 HELO JPMORGAN HEDGED59.8K shares-8.46%2025-12-312026-02-09 CRM SALESFORCE INC14.9K shares-5.86%2025-12-312026-02-09 BMY BRISTOL MYERS72.5K shares-6.48%2025-12-312026-02-09 LMT LOCKHEED MARTIN7.8K shares-8.48%2025-12-312026-02-09 EA ELECTRONIC ARTS18.5K shares-20.21%2025-12-312026-02-09 BBY BEST BUY49.5K shares-9.11%2025-12-312026-02-09 CBOE CBOE GLOBAL12.1K shares-5.15%2025-12-312026-02-09 UBER UBER TECHNOLOGIES36.4K shares4.82%2025-12-312026-02-09 MMM 3M COMPANY18.6K shares0.92%2025-12-312026-02-09 IGSB ISHARES 1-552.7K shares-1.75%2025-12-312026-02-09 NOW SERVICENOW INC16.3K shares370.37%2025-12-312026-02-09 PFE PFIZER INC98.1K shares-33.45%2025-12-312026-02-09 TFC TRUIST FINANCIAL46.6K shares-5.67%2025-12-312026-02-09 XLB STATE STREET50.2K shares88.61%2025-12-312026-02-09 COF CAPITAL ONE9.2K shares-6.52%2025-12-312026-02-09 NEE NEXTERA ENERGY26.8K shares-2.37%2025-12-312026-02-09 SPOT SPOTIFY TECHNOLOGY3.4K shares31.00%2025-12-312026-02-09 TU TELUS CORP150.0K shares-42.38%2025-12-312026-02-09 V VISA INC5.2K shares201.40%2025-12-312026-02-09 CRWD CROWDSTRIKE HOLDINGS3.7K shares-1.33%2025-12-312026-02-09 O REALTY INCOME30.9K sharesnew addition2025-12-312026-02-09 MXI ISHARES GLOBAL16.9K shares-0.41%2025-12-312026-02-09 COST COSTCO WHOLESALE1.6K shares2.39%2025-12-312026-02-09 NAD NUVEEN QUALITY115.4K shares-0.22%2025-12-312026-02-09 NVG NUVEEN AMT109.2K shares-5.29%2025-12-312026-02-09 PEP PEPSICO INC9.0K shares0.00%2025-12-312026-02-09 ENB ENBRIDGE INC25.4K shares0.00%2025-12-312026-02-09 CMCSA COMCAST CORP40.5K shares-73.98%2025-12-312026-02-09 ACCENTURE PLC ACCENTURE PLC4.3K shares-15.52%2025-12-312026-02-09 IVV ISHARES CORE1.5K shares0.07%2025-12-312026-02-09 XOM EXXON MOBIL8.6K shares0.00%2025-12-312026-02-09 SHYM ISHARES SHORT45.0K sharesnew addition2025-12-312026-02-09 SHW SHERWIN WILLIAMS3.0K shares0.00%2025-12-312026-02-09 INVESCO S&P INVESCO S&P5.1K shares3.18%2025-12-312026-02-09 KHC KRAFT HEINZ37.0K shares-71.47%2025-12-312026-02-09 XLRE STATE STREET22.2K shares-10.39%2025-12-312026-02-09 CIGNA GROUP CIGNA GROUP3.2K shares0.00%2025-12-312026-02-09 AMGN AMGEN INC2.2K shares-3.27%2025-12-312026-02-09 LH LABCORP HOLDINGS2.6K shares-0.95%2025-12-312026-02-09 KLAC KLA CORP510 shares-12.37%2025-12-312026-02-09 BAC BANK AMERICA10.9K shares-2.23%2025-12-312026-02-09 ISRG INTUITIVE SURGICAL1.1K shares17.09%2025-12-312026-02-09 HAL HALLIBURTON COMPANY20.3K shares-17.64%2025-12-312026-02-09 TGT TARGET CORP4.8K shares25.91%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC1.5K shares-25.00%2025-12-312026-02-09 DPG DUFF & PHELPS32.0K shares0.00%2025-12-312026-02-09 PYPL PAYPAL HOLDINGS6.3K shares-47.52%2025-12-312026-02-09 SPMD STATE STREET6.1K shares0.00%2025-12-312026-02-09 IGV ISHARES EXPANDED3.3K shares0.00%2025-12-312026-02-09 EPD ENTERPRISE PRODUCTS9.1K shares0.00%2025-12-312026-02-09 MPLX MPLX4.9K shares0.00%2025-12-312026-02-09 HYS PIMCO 0-52.7K shares0.00%2025-12-312026-02-09 SPH SUBURBAN PROPANE13.5K shares0.00%2025-12-312026-02-09 PG PROCTER & GAMBLE1.7K shares0.00%2025-12-312026-02-09 TILT FLEXSHARES MORNINGSTAR916 sharesnew addition2025-12-312026-02-09 ABBV ABBVIE INC945 shares0.00%2025-12-312026-02-09 IWM ISHARES RUSSELL874 shares-3.00%2025-12-312026-02-09 DIS WALT DISNEY1.9K shares-30.19%2025-12-312026-02-09 MO ALTRIA GROUP3.6K shares-1.46%2025-12-312026-02-09 VLY VALLEY NATIONAL16.0K shares0.00%2025-12-312026-02-09 GIPR GENERATION INCOME50.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available