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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wealth Advisors of Tampa Bay, LLC

Quarter ended Q4 2023 · Filed October 31, 2023 · Accession 0001085146-23-004005

Total Value
$363.3M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL100,822$17.3M4.75%
2MICROSOFT CORPMSFT43,356$13.7M3.77%
3BROADCOM INCAVGO16,468$13.7M3.76%
4WALMART INCWMT73,062$11.7M3.22%
5WASTE MGMT INC DEL94106L10971,430$10.9M3.00%
6CISCO SYS INCCSCO189,980$10.2M2.81%
7J P MORGAN EXCHANGE TRADED F46654Q773199,562$10.0M2.74%
8ANALOG DEVICES INCADI54,544$9.6M2.63%
9TOTALENERGIES SETTE143,460$9.4M2.60%
10AMAZON COM INCAMZN73,236$9.3M2.56%
11ALPHABET INCGOOG66,768$8.7M2.40%
12COMCAST CORP NEWCCZ193,368$8.6M2.36%
13MCDONALDS CORPMCD31,502$8.3M2.28%
14GOLDMAN SACHS GROUP INCGSCE24,050$7.8M2.14%
15HOME DEPOT INCHD25,090$7.6M2.09%
16SALESFORCE INCCRM36,930$7.5M2.06%
17BRISTOL-MYERS SQUIBB COCELG-RI128,318$7.4M2.05%
18TELUS CORPORATIONTU453,652$7.4M2.04%
19CORNING INCGLW235,212$7.2M1.97%
20HASBRO INCHAS105,640$7.0M1.92%
21ELECTRONIC ARTS INCEA53,742$6.5M1.78%
22PFIZER INCPFE187,760$6.2M1.71%
23ENTERGY CORP NEWENO65,556$6.1M1.67%
24BANK NEW YORK MELLON CORP064058100140,660$6.0M1.65%
25BEST BUY INCBBY85,688$6.0M1.64%
26JOHNSON CTLS INTL PLCG51502105109,818$5.8M1.61%
27US BANCORP DELUSB-PS176,028$5.8M1.60%
28VERIZON COMMUNICATIONS INCVZ173,550$5.6M1.55%
29AT&T INCT-PC373,408$5.6M1.54%
30SELECT SECTOR SPDR TR81369Y860162,328$5.5M1.52%
313M COMMM56,380$5.3M1.45%
32GARMIN LTDGRMN50,070$5.3M1.45%
33MICROCHIP TECHNOLOGY INC.MCHPP65,226$5.1M1.40%
34MEDTRONIC PLCMDT64,580$5.1M1.39%
35KRAFT HEINZ COKHC147,556$5.0M1.37%
36WALGREENS BOOTS ALLIANCE INC931427108207,464$4.6M1.27%
37RTX CORPORATIONRTX62,912$4.5M1.25%
38SELECT SECTOR SPDR TR81369Y10049,084$3.9M1.06%
39CVS HEALTH CORPCVS54,244$3.8M1.04%
40GENERAL DYNAMICS CORPGD17,056$3.8M1.04%
41ISHARES TR46428869546,580$3.7M1.01%
42CONAGRA BRANDS INCCAG125,946$3.5M0.95%
43LABORATORY CORP AMER HLDGS50540R40915,716$3.2M0.87%
44EXPEDIA GROUP INCEXPE28,650$3.0M0.81%
45NATIONAL FUEL GAS CONFG55,342$2.9M0.79%
46PAYPAL HLDGS INCPYPL48,300$2.8M0.78%
47CAPITAL ONE FINL CORP14040H10528,110$2.7M0.75%
48BERKSHIRE HATHAWAY INC DELBRK-A7,504$2.6M0.72%
49TRUIST FINL CORP89832Q10991,310$2.6M0.72%
50DEXCOM INCDXCM26,360$2.5M0.68%
51THE CIGNA GROUP1255231007,720$2.2M0.61%
52SERVICENOW INCNOW3,942$2.2M0.61%
53PEPSICO INCPEP12,774$2.2M0.60%
54ISHARES TR4642872005,008$2.2M0.59%
55LULULEMON ATHLETICA INCLULU5,514$2.1M0.59%
56EXXON MOBIL CORPXOM16,920$2.0M0.55%
57ADOBE INCADBE3,850$2.0M0.54%
58ENBRIDGE INCENNPF53,020$1.8M0.48%
59BCE INCBCPPF44,116$1.7M0.46%
60DISNEY WALT CO25468710620,468$1.7M0.46%
61SHERWIN WILLIAMS COSHW6,000$1.5M0.42%
62UBER TECHNOLOGIES INCUBER23,570$1.1M0.30%
63HERSHEY COHSY4,330$866,3460.24%
64CROWDSTRIKE HLDGS INCCRWD4,634$775,6440.21%
65ISHARES TR46429B6637,264$718,3360.20%
66ISHARES TR4642875151,992$679,7920.19%
67PROCTER AND GAMBLE CO7427181093,666$534,7220.15%
68NUVEEN AMT FREE MUN CR INC FNU46,988$484,4460.13%
69ISHARES TR4642876552,684$474,3700.13%
70BANK AMERICA CORP06050510416,540$452,8660.12%
71SUBURBAN PROPANE PARTNERS LSPH26,910$431,9060.12%
72ISHARES TR4642874082,642$406,4460.11%
73SOUTHSTATE CORPORATIONSSB5,870$395,4040.11%
74GENERATION INCOME PPTYS INC37149D204100,000$385,5000.11%
75NUVEEN AMT FREE QLTY MUN INCNU37,928$367,1440.10%
76NEXTERA ENERGY INCNEE-PW6,200$355,1980.10%
77EATON VANCE TAX MNGED BUY WRETN27,932$352,2220.10%
78MPLX LPMPLXP9,800$348,5860.10%
79NUVEEN QUALITY MUNCP INCOMENU32,324$327,7660.09%
80ENTERPRISE PRODS PARTNERS L29379210711,750$321,5980.09%
81SELECT SECTOR SPDR TR81369Y8031,900$311,4680.09%
82CENCORA INCCOR1,600$287,9520.08%
83ISHARES TR4642885703,428$279,0720.08%
84ISHARES TR4642886792,478$273,7440.08%
85VALLEY NATL BANCORP91979410731,958$273,5600.08%
86VANGUARD INDEX FDS9229087691,282$272,3100.07%
87MICRON TECHNOLOGY INCMU4,000$272,1200.07%
88CROWN CASTLE INCCCI2,890$265,9660.07%
89DOMINION ENERGY INCD5,800$259,0860.07%
90UNITEDHEALTH GROUP INCUNH470$236,9700.07%
91SELECT SECTOR SPDR TR81369Y4071,408$226,6620.06%
92NORDSON CORPNDSN1,000$223,1700.06%
93ISHARES TR4642878042,244$211,6760.06%
94SELECT SECTOR SPDR TR81369Y7042,060$208,8420.06%
95ALTRIA GROUP INCMO4,936$207,5600.06%
96GRAINGER W W INC384802104300$207,5520.06%
97JPMORGAN CHASE & COVYLD1,402$203,3180.06%
98GENERATION INCOME PPTYS INC37149D113100,000$47,0000.01%