Wealth Advisors Of Tampa Bay, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Wealth Advisors Of Tampa Bay, Llc disclosed 93 stock positions valued at approximately $326.94M as of quarter-end June 30, 2026. The largest holdings include CORNING INC, BROADCOM INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 93
- Portfolio Value
- $326.94M
Holdings by Sector
Wealth Advisors Of Tampa Bay, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CORNING INC | GLW | Technology | 6.91% | 88,391 | -4,180 | -4.52% | $22,577,719 |
| BROADCOM INC | AVGO | Technology | 6.55% | 56,699 | +970 | +1.74% | $21,418,091 |
| MICROSOFT CORP | MSFT | Technology | 3.73% | 32,719 | +2,010 | +6.55% | $12,204,885 |
| ANALOG DEVICES INC | ADI | Technology | 3.50% | 28,802 | -62 | -0.21% | $11,439,313 |
| APPLE INC | AAPL | Technology | 3.43% | 38,746 | -680 | -1.72% | $11,211,542 |
| ALPHABET INC | GOOGL | Communication Services | 3.23% | 29,545 | -173 | -0.58% | $10,558,502 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 3.07% | 192,111 | +7,177 | +3.88% | $10,026,256 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.89% | 9,340 | -715 | -7.11% | $9,446,223 |
| WALMART INC | WMT | Consumer Defensive | 2.76% | 79,727 | +53 | +0.07% | $9,029,897 |
| BANK OF NY MELLON CORP | BK | Financial Services | 2.40% | 54,311 | -1,698 | -3.03% | $7,853,921 |
| GARMIN LTD | GRMN | Other | 2.32% | 31,950 | +4,490 | +16.35% | $7,589,478 |
| ENTERGY CORP NEW | ETR | Utilities | 2.31% | 65,855 | -257 | -0.39% | $7,564,109 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.30% | 148,582 | -84,354 | -36.21% | $7,513,784 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.26% | 30,957 | -629 | -1.99% | $7,378,294 |
| WASTE MGMT INC DEL | WM | Industrials | 2.16% | 31,752 | +690 | +2.22% | $7,076,931 |
| CISCO SYS INC | CSCO | Technology | 2.14% | 59,646 | -600 | -1.00% | $7,006,024 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.90% | 147,019 | -480 | -0.33% | $6,224,788 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 1.80% | 23,845 | -60 | -0.25% | $5,871,123 |
| BEST BUY INC | BBY | Consumer Cyclical | 1.73% | 74,582 | -10 | -0.01% | $5,659,282 |
| AT&T INC | T | Communication Services | 1.66% | 261,956 | +92,022 | +54.15% | $5,422,500 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.61% | 19,475 | +432 | +2.27% | $5,264,373 |
| PRINCIPAL EXCHANGE TRADED FD | PSC | Other | 1.58% | 73,598 | -686 | -0.92% | $5,160,973 |
| NVIDIA CORPORATION | NVDA | Technology | 1.56% | 25,483 | +650 | +2.62% | $5,098,897 |
| CHEVRON CORPORATION | CVX | Energy | 1.54% | 30,319 | +1,511 | +5.25% | $5,025,754 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.50% | 9,608 | +1,839 | +23.67% | $4,894,999 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.45% | 13,439 | +1,750 | +14.97% | $4,739,668 |
| 3M CO | MMM | Industrials | 1.41% | 28,569 | +999 | +3.62% | $4,625,665 |
| BLACKSTONE INC | BX | Financial Services | 1.38% | 38,303 | +3,681 | +10.63% | $4,507,080 |
| HASBRO INC | HAS | Consumer Cyclical | 1.36% | 54,018 | +176 | +0.33% | $4,461,348 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 1.33% | 64,374 | +1,627 | +2.59% | $4,350,409 |
Showing 30 of 93 holdings in the latest reporting period.