CIK 1715228
Wealth Advisors of Tampa Bay, LLC
Institutional 13F holdings & portfolio
Holdings
92
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–92 of 92
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MXI | ISHARES GLOBAL | 17K | $1M+ | SH |
| COST | COSTCO WHOLESALE | 2K | $1M+ | SH |
| NAD | NUVEEN QUALITY | 115K | $1M+ | SH |
| NVG | NUVEEN AMT | 109K | $1M+ | SH |
| PEP | PEPSICO INC | 9K | $1M+ | SH |
| ENB | ENBRIDGE INC | 25K | $1M+ | SH |
| CMCSA | COMCAST CORP | 40K | $1M+ | SH |
| ACN | ACCENTURE PLC | 4K | $1M+ | SH |
| IVV | ISHARES CORE | 2K | $1M+ | SH |
| XOM | EXXON MOBIL | 9K | $1M+ | SH |
| SHYM | ISHARES SHORT | 45K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS | 3K | $500K+ | SH |
| RSP | INVESCO S&P | 5K | $500K+ | SH |
| KHC | KRAFT HEINZ | 37K | $500K+ | SH |
| XLRE | STATE STREET | 22K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 2K | $500K+ | SH |
| CI | CIGNA GROUP | 3K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| LH | LABCORP HOLDINGS | 3K | $500K+ | SH |
| KLAC | KLA CORP | 510 | $500K+ | SH |
| BAC | BANK AMERICA | 11K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL | 1K | $500K+ | SH |
| HAL | HALLIBURTON COMPANY | 20K | $500K+ | SH |
| TGT | TARGET CORP | 5K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| DPG | DUFF & PHELPS | 32K | $100K–$500K | SH |
| PYPL | PAYPAL HOLDINGS | 6K | $100K–$500K | SH |
| SPMD | STATE STREET | 6K | $100K–$500K | SH |
| IGV | ISHARES EXPANDED | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODUCTS | 9K | $100K–$500K | SH |
| MPLX | MPLX | 5K | $100K–$500K | SH |
| HYS | PIMCO 0-5 | 3K | $100K–$500K | SH |
| SPH | SUBURBAN PROPANE | 13K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE | 2K | $100K–$500K | SH |
| TILT | FLEXSHARES MORNINGSTAR | 916 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 945 | $100K–$500K | SH |
| IWM | ISHARES RUSSELL | 874 | $100K–$500K | SH |
| DIS | WALT DISNEY | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP | 4K | $100K–$500K | SH |
| VLY | VALLEY NATIONAL | 16K | $100K–$500K | SH |
| GIPR | GENERATION INCOME | 50K | $15K–$50K | SH |
| GIPRW | GENERATION INCOME | 50K | $1K–$15K | SH |