Filed: 11/13/2025ACC: 0002073679-25-000043
📋 What this filing means
WEALTH ADVISORS OF TAMPA BAY, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $300.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$300.19M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
COMMON STOCK$257.93M85.9%
MF CLOSED AND MF OPEN$41.47M13.8%
OIL & GAS, REAL ESTATE AND REIT$778.7K0.3%
RIGHTS AND BEARER WARRANTS; WARRANTS (EXCEPT BEARER)$3.3K0.0%
Portfolio Concentration
Top 3$43.31M14.4%
4–10$59.87M19.9%
11–25$81.58M27.2%
Rest$115.43M38.5%
Top 3 weight
14.4%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
155.59K
shares
% of voting shares4.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.38M
shares
% of voting shares95.6%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 95.6% of voting shares
Institutional Holdings95
Rows:
BROADCOM INC
SOLEShares57.28K
TypeSH
Market value$18.90M
6.30%
Sole
1.25K
Shared
0.00
None
56.04K
MICROSOFT CORP
SOLEShares26.67K
TypeSH
Market value$13.81M
4.60%
Sole
977.00
Shared
0.00
None
25.69K
APPLE INC
SOLEShares41.61K
TypeSH
Market value$10.60M
3.53%
Sole
2.56K
Shared
0.00
None
39.05K
JPMORGAN
SOLEShares198.83K
TypeSH
Market value$10.09M
3.36%
Sole
1.61K
Shared
0.00
None
197.22K
CORNING INC
SOLEShares119.59K
TypeSH
Market value$9.81M
3.27%
Sole
4.61K
Shared
0.00
None
114.98K
WALMART INC
SOLEShares90.14K
TypeSH
Market value$9.29M
3.09%
Sole
5.34K
Shared
0.00
None
84.80K
GOLDMAN SACHS
SOLEShares10.46K
TypeSH
Market value$8.33M
2.77%
Sole
892.00
Shared
0.00
None
9.56K
ALPHABET INC
SOLEShares32.30K
TypeSH
Market value$7.85M
2.62%
Sole
3.05K
Shared
0.00
None
29.25K
AMAZON COM
SOLEShares33.25K
TypeSH
Market value$7.30M
2.43%
Sole
3.46K
Shared
0.00
None
29.79K
ANALOG DEVICES
SOLEShares29.32K
TypeSH
Market value$7.20M
2.40%
Sole
980.00
Shared
0.00
None
28.34K
WASTE MANAGEMENT
SOLEShares31.57K
TypeSH
Market value$6.97M
2.32%
Sole
2.28K
Shared
0.00
None
29.29K
BANK NEW YORK
SOLEShares62.65K
TypeSH
Market value$6.83M
2.27%
Sole
1.98K
Shared
0.00
None
60.67K
ENTERGY CORP
SOLEShares71.32K
TypeSH
Market value$6.65M
2.21%
Sole
1.95K
Shared
0.00
None
69.37K
GARMIN LTD
SOLEShares26.38K
TypeSH
Market value$6.50M
2.16%
Sole
870.00
Shared
0.00
None
25.51K
JPMORGAN LTD
SOLEShares112.89K
TypeSH
Market value$5.92M
1.97%
Sole
7.02K
Shared
0.00
None
105.86K
MCDONALDS CORP
SOLEShares17.78K
TypeSH
Market value$5.40M
1.80%
Sole
600.00
Shared
0.00
None
17.18K
VERIZON COMMUNICATIONS
SOLEShares118.38K
TypeSH
Market value$5.20M
1.73%
Sole
2.33K
Shared
0.00
None
116.05K
HOME DEPOT
SOLEShares12.32K
TypeSH
Market value$4.99M
1.66%
Sole
760.00
Shared
0.00
None
11.56K
AT&T INC
SOLEShares176.09K
TypeSH
Market value$4.97M
1.66%
Sole
4.92K
Shared
0.00
None
171.18K
COMCAST CORP
SOLEShares155.51K
TypeSH
Market value$4.89M
1.63%
Sole
11.70K
Shared
0.00
None
143.81K
NVIDIA CORP
SOLEShares25.48K
TypeSH
Market value$4.75M
1.58%
Sole
450.00
Shared
0.00
None
25.03K
ELECTRONIC ARTS
SOLEShares23.18K
TypeSH
Market value$4.68M
1.56%
Sole
2.24K
Shared
0.00
None
20.95K
PNC FINANCIAL
SOLEShares23.07K
TypeSH
Market value$4.63M
1.54%
Sole
2.41K
Shared
0.00
None
20.66K
BLACKSTONE INC
SOLEShares27.11K
TypeSH
Market value$4.63M
1.54%
Sole
855.00
Shared
0.00
None
26.26K
RTX CORP
SOLEShares27.24K
TypeSH
Market value$4.56M
1.52%
Sole
2.97K
Shared
0.00
None
24.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | Common Stock | 57.28K | SH | $18.90M 6.30% | 1.25K | 0.00 | 56.04K |
MICROSOFT CORPSOLE | Common Stock | 26.67K | SH | $13.81M 4.60% | 977.00 | 0.00 | 25.69K |
APPLE INCSOLE | Common Stock | 41.61K | SH | $10.60M 3.53% | 2.56K | 0.00 | 39.05K |
JPMORGANSOLE | MF Closed and MF Open | 198.83K | SH | $10.09M 3.36% | 1.61K | 0.00 | 197.22K |
CORNING INCSOLE | Common Stock | 119.59K | SH | $9.81M 3.27% | 4.61K | 0.00 | 114.98K |
WALMART INCSOLE | Common Stock | 90.14K | SH | $9.29M 3.09% | 5.34K | 0.00 | 84.80K |
GOLDMAN SACHSSOLE | Common Stock | 10.46K | SH | $8.33M 2.77% | 892.00 | 0.00 | 9.56K |
ALPHABET INCSOLE | Common Stock | 32.30K | SH | $7.85M 2.62% | 3.05K | 0.00 | 29.25K |
AMAZON COMSOLE | Common Stock | 33.25K | SH | $7.30M 2.43% | 3.46K | 0.00 | 29.79K |
ANALOG DEVICESSOLE | Common Stock | 29.32K | SH | $7.20M 2.40% | 980.00 | 0.00 | 28.34K |
WASTE MANAGEMENTSOLE | Common Stock | 31.57K | SH | $6.97M 2.32% | 2.28K | 0.00 | 29.29K |
BANK NEW YORKSOLE | Common Stock | 62.65K | SH | $6.83M 2.27% | 1.98K | 0.00 | 60.67K |
ENTERGY CORPSOLE | Common Stock | 71.32K | SH | $6.65M 2.21% | 1.95K | 0.00 | 69.37K |
GARMIN LTDSOLE | Common Stock | 26.38K | SH | $6.50M 2.16% | 870.00 | 0.00 | 25.51K |
JPMORGAN LTDSOLE | MF Closed and MF Open | 112.89K | SH | $5.92M 1.97% | 7.02K | 0.00 | 105.86K |
MCDONALDS CORPSOLE | Common Stock | 17.78K | SH | $5.40M 1.80% | 600.00 | 0.00 | 17.18K |
VERIZON COMMUNICATIONSSOLE | Common Stock | 118.38K | SH | $5.20M 1.73% | 2.33K | 0.00 | 116.05K |
HOME DEPOTSOLE | Common Stock | 12.32K | SH | $4.99M 1.66% | 760.00 | 0.00 | 11.56K |
AT&T INCSOLE | Common Stock | 176.09K | SH | $4.97M 1.66% | 4.92K | 0.00 | 171.18K |
COMCAST CORPSOLE | Common Stock | 155.51K | SH | $4.89M 1.63% | 11.70K | 0.00 | 143.81K |
NVIDIA CORPSOLE | Common Stock | 25.48K | SH | $4.75M 1.58% | 450.00 | 0.00 | 25.03K |
ELECTRONIC ARTSSOLE | Common Stock | 23.18K | SH | $4.68M 1.56% | 2.24K | 0.00 | 20.95K |
PNC FINANCIALSOLE | Common Stock | 23.07K | SH | $4.63M 1.54% | 2.41K | 0.00 | 20.66K |
BLACKSTONE INCSOLE | Common Stock | 27.11K | SH | $4.63M 1.54% | 855.00 | 0.00 | 26.26K |
RTX CORPSOLE | Common Stock | 27.24K | SH | $4.56M 1.52% | 2.97K | 0.00 | 24.28K |
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