Filed: 8/14/2025ACC: 0001715228-25-000003
📋 What this filing means
WEALTH ADVISORS OF TAMPA BAY, LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $265.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$265.18M
Total AUM (reported)
3.38M
Total Shares
Allocation by class
COMMON STOCK$234.29M88.4%
MF CLOSED AND MF OPEN$30.38M11.5%
OIL & GAS, REAL ESTATE AND REIT$501.7K0.2%
RIGHTS AND BEARER WARRANTS; WARRANTS (EXCEPT BEARER)$2.8K0.0%
Portfolio Concentration
Top 3$35.45M13.4%
4–10$53.59M20.2%
11–25$74.51M28.1%
Rest$101.62M38.3%
Top 3 weight
13.4%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 3.38M
Sole
Full voting authority
150.80K
shares
% of voting shares4.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.23M
shares
% of voting shares95.5%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 95.5% of voting shares
Institutional Holdings90
Rows:
BROADCOM INC
SOLEShares59.07K
TypeSH
Market value$16.28M
6.14%
Sole
1.40K
Shared
0.00
None
57.67K
MICROSOFT CORP
SOLEShares20.74K
TypeSH
Market value$10.32M
3.89%
Sole
577.00
Shared
0.00
None
20.16K
WALMART INC
SOLEShares90.56K
TypeSH
Market value$8.86M
3.34%
Sole
5.44K
Shared
0.00
None
85.12K
APPLE INC
SOLEShares42.90K
TypeSH
Market value$8.80M
3.32%
Sole
2.64K
Shared
0.00
None
40.26K
JPMORGAN
SOLEShares165.25K
TypeSH
Market value$8.37M
3.16%
Sole
3.46K
Shared
0.00
None
161.79K
GOLDMAN SACHS
SOLEShares11.43K
TypeSH
Market value$8.09M
3.05%
Sole
987.00
Shared
0.00
None
10.44K
AMAZON COM
SOLEShares35.19K
TypeSH
Market value$7.72M
2.91%
Sole
4.11K
Shared
0.00
None
31.08K
WASTE MANAGEMENT
SOLEShares30.98K
TypeSH
Market value$7.09M
2.67%
Sole
2.28K
Shared
0.00
None
28.70K
ANALOG DEVICES
SOLEShares29.44K
TypeSH
Market value$7.01M
2.64%
Sole
980.00
Shared
0.00
None
28.46K
CORNING INC
SOLEShares123.73K
TypeSH
Market value$6.51M
2.45%
Sole
5.04K
Shared
0.00
None
118.70K
BANK NEW YORK
SOLEShares65.19K
TypeSH
Market value$5.94M
2.24%
Sole
2.35K
Shared
0.00
None
62.84K
ENTERGY CORP
SOLEShares70.97K
TypeSH
Market value$5.90M
2.22%
Sole
1.95K
Shared
0.00
None
69.02K
ALPHABET INC
SOLEShares33.15K
TypeSH
Market value$5.84M
2.20%
Sole
3.35K
Shared
0.00
None
29.80K
GARMIN LTD
SOLEShares26.61K
TypeSH
Market value$5.55M
2.09%
Sole
885.00
Shared
0.00
None
25.72K
JPMORGAN LTD
SOLEShares104.69K
TypeSH
Market value$5.47M
2.06%
Sole
6.54K
Shared
0.00
None
98.15K
MCDONALDS CORP
SOLEShares17.70K
TypeSH
Market value$5.17M
1.95%
Sole
600.00
Shared
0.00
None
17.10K
AT&T INC
SOLEShares177.73K
TypeSH
Market value$5.14M
1.94%
Sole
4.92K
Shared
0.00
None
172.81K
VERIZON COMMUNICATIONS
SOLEShares113.92K
TypeSH
Market value$4.93M
1.86%
Sole
2.78K
Shared
0.00
None
111.14K
HOME DEPOT
SOLEShares12.74K
TypeSH
Market value$4.67M
1.76%
Sole
760.00
Shared
0.00
None
11.98K
TELUS CORP
SOLEShares282.82K
TypeSH
Market value$4.54M
1.71%
Sole
21.10K
Shared
0.00
None
261.72K
RTX CORP
SOLEShares30.14K
TypeSH
Market value$4.40M
1.66%
Sole
3.07K
Shared
0.00
None
27.07K
PNC FINANCIAL
SOLEShares23.20K
TypeSH
Market value$4.33M
1.63%
Sole
2.41K
Shared
0.00
None
20.80K
CISCO SYSTEMS
SOLEShares62.31K
TypeSH
Market value$4.32M
1.63%
Sole
1.94K
Shared
0.00
None
60.38K
SALESFORCE INC
SOLEShares15.65K
TypeSH
Market value$4.27M
1.61%
Sole
1.70K
Shared
0.00
None
13.95K
COMCAST CORP
SOLEShares113.11K
TypeSH
Market value$4.04M
1.52%
Sole
9.15K
Shared
0.00
None
103.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | Common Stock | 59.07K | SH | $16.28M 6.14% | 1.40K | 0.00 | 57.67K |
MICROSOFT CORPSOLE | Common Stock | 20.74K | SH | $10.32M 3.89% | 577.00 | 0.00 | 20.16K |
WALMART INCSOLE | Common Stock | 90.56K | SH | $8.86M 3.34% | 5.44K | 0.00 | 85.12K |
APPLE INCSOLE | Common Stock | 42.90K | SH | $8.80M 3.32% | 2.64K | 0.00 | 40.26K |
JPMORGANSOLE | MF Closed and MF Open | 165.25K | SH | $8.37M 3.16% | 3.46K | 0.00 | 161.79K |
GOLDMAN SACHSSOLE | Common Stock | 11.43K | SH | $8.09M 3.05% | 987.00 | 0.00 | 10.44K |
AMAZON COMSOLE | Common Stock | 35.19K | SH | $7.72M 2.91% | 4.11K | 0.00 | 31.08K |
WASTE MANAGEMENTSOLE | Common Stock | 30.98K | SH | $7.09M 2.67% | 2.28K | 0.00 | 28.70K |
ANALOG DEVICESSOLE | Common Stock | 29.44K | SH | $7.01M 2.64% | 980.00 | 0.00 | 28.46K |
CORNING INCSOLE | Common Stock | 123.73K | SH | $6.51M 2.45% | 5.04K | 0.00 | 118.70K |
BANK NEW YORKSOLE | Common Stock | 65.19K | SH | $5.94M 2.24% | 2.35K | 0.00 | 62.84K |
ENTERGY CORPSOLE | Common Stock | 70.97K | SH | $5.90M 2.22% | 1.95K | 0.00 | 69.02K |
ALPHABET INCSOLE | Common Stock | 33.15K | SH | $5.84M 2.20% | 3.35K | 0.00 | 29.80K |
GARMIN LTDSOLE | Common Stock | 26.61K | SH | $5.55M 2.09% | 885.00 | 0.00 | 25.72K |
JPMORGAN LTDSOLE | MF Closed and MF Open | 104.69K | SH | $5.47M 2.06% | 6.54K | 0.00 | 98.15K |
MCDONALDS CORPSOLE | Common Stock | 17.70K | SH | $5.17M 1.95% | 600.00 | 0.00 | 17.10K |
AT&T INCSOLE | Common Stock | 177.73K | SH | $5.14M 1.94% | 4.92K | 0.00 | 172.81K |
VERIZON COMMUNICATIONSSOLE | Common Stock | 113.92K | SH | $4.93M 1.86% | 2.78K | 0.00 | 111.14K |
HOME DEPOTSOLE | Common Stock | 12.74K | SH | $4.67M 1.76% | 760.00 | 0.00 | 11.98K |
TELUS CORPSOLE | Common Stock | 282.82K | SH | $4.54M 1.71% | 21.10K | 0.00 | 261.72K |
RTX CORPSOLE | Common Stock | 30.14K | SH | $4.40M 1.66% | 3.07K | 0.00 | 27.07K |
PNC FINANCIALSOLE | Common Stock | 23.20K | SH | $4.33M 1.63% | 2.41K | 0.00 | 20.80K |
CISCO SYSTEMSSOLE | Common Stock | 62.31K | SH | $4.32M 1.63% | 1.94K | 0.00 | 60.38K |
SALESFORCE INCSOLE | Common Stock | 15.65K | SH | $4.27M 1.61% | 1.70K | 0.00 | 13.95K |
COMCAST CORPSOLE | Common Stock | 113.11K | SH | $4.04M 1.52% | 9.15K | 0.00 | 103.95K |
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