Wealth Advisors of Tampa Bay, LLC
95 holdingsFiling period: 2026-06-30Current AUM: $330.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | 88.4K | $22.6M | $11.3M | 3.42% | -4,180 | 2026-06-30 |
| 2 | AVGO | Broadcom Inc | 56.7K | $21.4M | $18.7M | 5.66% | +970 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 32.7K | $12.2M | $17.4M | 5.28% | +2.0K | 2026-06-30 |
| 4 | ADI | Analog Devices Inc | 28.8K | $11.4M | $11.7M | 3.56% | -62 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 38.7K | $11.2M | $13.3M | 4.04% | -680 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 29.5K | $10.6M | $9.4M | 2.84% | -173 | 2026-06-30 |
| 7 | JPLD | J P Morgan Exchange Traded F | 192.1K | $10.0M | $9.9M | 3.00% | +7.2K | 2026-06-30 |
| 8 | GS | Goldman Sachs Group Inc | 9.3K | $9.4M | $8.3M | 2.53% | -715 | 2026-06-30 |
| 9 | WMT | Walmart Inc | 79.7K | $9.0M | $9.6M | 2.91% | +53 | 2026-06-30 |
| 10 | BK | Bank of NY Mellon Corp | 54.3K | $7.9M | $7.9M | 2.38% | -1,698 | 2026-06-30 |
| 11 | — | Garmin Ltd | 31.9K | $7.6M | $7.6M | 2.30% | +4.5K | 2026-06-30 |
| 12 | ETR | Entergy Corp New | 65.9K | $7.6M | $7.1M | 2.15% | -257 | 2026-06-30 |
| 13 | JPST | J P Morgan Exchange Traded F | 148.6K | $7.5M | $7.5M | 2.27% | -84,354 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 31.0K | $7.4M | $7.7M | 2.34% | -629 | 2026-06-30 |
| 15 | WM | Waste Mgmt Inc Del | 31.8K | $7.1M | $7.7M | 2.32% | +690 | 2026-06-30 |
| 16 | CSCO | Cisco Sys Inc | 59.6K | $7.0M | $6.6M | 1.99% | -600 | 2026-06-30 |
| 17 | VZ | Verizon Communications Inc | 147.0K | $6.2M | $6.3M | 1.92% | -480 | 2026-06-30 |
| 18 | PNC | PNC Finl Svcs Group Inc | 23.8K | $5.9M | $5.4M | 1.63% | -60 | 2026-06-30 |
| 19 | BBY | Best Buy Inc | 74.6K | $5.7M | $7.3M | 2.21% | -10 | 2026-06-30 |
| 20 | T | AT&T Inc | 262.0K | $5.4M | $5.5M | 1.65% | +92.0K | 2026-06-30 |
| 21 | MCD | McDonalds Corp | 19.5K | $5.3M | $4.9M | 1.48% | +432 | 2026-06-30 |
| 22 | PSC | Principal Exchange Traded FD | 73.6K | $5.2M | $5.0M | 1.52% | -686 | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 25.5K | $5.1M | $5.5M | 1.67% | +650 | 2026-06-30 |
| 24 | CVX | Chevron Corporation | 30.3K | $5.0M | $7.0M | 2.13% | +1.5K | 2026-06-30 |
| 25 | LMT | Lockheed Martin Corp | 9.6K | $4.9M | $6.1M | 1.85% | +1.8K | 2026-06-30 |
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