Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q1 2024 · Filed May 6, 2024 · Accession 0001085146-24-002225

Total Value
$210.5M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO7,416$9.8M4.67%
2MICROSOFT CORPMSFT20,522$8.6M4.10%
3APPLE INCAAPL49,107$8.4M4.00%
4WASTE MGMT INC DEL94106L10934,556$7.4M3.50%
5AMAZON COM INCAMZN36,078$6.5M3.09%
6WALMART INCWMT108,130$6.5M3.09%
7SALESFORCE INCCRM18,203$5.5M2.60%
8ANALOG DEVICES INCADI26,810$5.3M2.52%
9TOTALENERGIES SETTE73,185$5.0M2.39%
10ALPHABET INCGOOG33,302$5.0M2.39%
11CISCO SYS INCCSCO97,045$4.8M2.30%
12GOLDMAN SACHS GROUP INCGSCE11,562$4.8M2.29%
13HOME DEPOT INCHD12,472$4.8M2.27%
14COMCAST CORP NEWCCZ101,524$4.4M2.09%
15MCDONALDS CORPMCD15,566$4.4M2.09%
16J P MORGAN EXCHANGE TRADED F46654Q77382,599$4.2M2.00%
17BANK NEW YORK MELLON CORP06405810070,715$4.1M1.94%
18CORNING INCGLW123,411$4.1M1.93%
19TELUS CORPORATIONTU251,629$4.0M1.91%
20PFIZER INCPFE140,639$3.9M1.85%
21GARMIN LTDGRMN25,490$3.8M1.80%
22ENTERGY CORP NEWENO35,065$3.7M1.76%
23BEST BUY INCBBY44,649$3.7M1.74%
24BRISTOL-MYERS SQUIBB COCELG-RI67,482$3.7M1.74%
25ELECTRONIC ARTS INCEA27,086$3.6M1.71%
263M COMMM33,810$3.6M1.70%
27VERIZON COMMUNICATIONS INCVZ85,409$3.6M1.70%
28MEDTRONIC PLCMDT37,344$3.3M1.55%
29AT&T INCT-PC180,650$3.2M1.51%
30RTX CORPORATIONRTX31,351$3.1M1.45%
31SELECT SECTOR SPDR TR81369Y86077,331$3.1M1.45%
32MICROCHIP TECHNOLOGY INC.MCHPP31,798$2.9M1.36%
33HASBRO INCHAS49,007$2.8M1.32%
34PNC FINL SVCS GROUP INC69347510516,768$2.7M1.29%
35KRAFT HEINZ COKHC73,138$2.7M1.28%
36GENERAL DYNAMICS CORPGD8,513$2.4M1.14%
37SELECT SECTOR SPDR TR81369Y10025,175$2.3M1.11%
38CVS HEALTH CORPCVS26,236$2.1M0.99%
39ISHARES TR46428869523,156$2.1M0.98%
40CONAGRA BRANDS INCCAG69,523$2.1M0.98%
41DEXCOM INCDXCM14,712$2.0M0.97%
42SPDR SER TR78464A30023,632$2.0M0.93%
43EXPEDIA GROUP INCEXPE14,070$1.9M0.92%
44CBOE GLOBAL MKTS INC12503M10810,526$1.9M0.92%
45WALGREENS BOOTS ALLIANCE INC93142710887,572$1.9M0.90%
46ADOBE INCADBE3,600$1.8M0.86%
47LABORATORY CORP AMER HLDGS50540R4098,121$1.8M0.84%
48NATIONAL FUEL GAS CONFG29,235$1.6M0.75%
49BERKSHIRE HATHAWAY INC DELBRK-A3,725$1.6M0.74%
50CAPITAL ONE FINL CORP14040H10510,263$1.5M0.73%
51THE CIGNA GROUP1255231003,920$1.4M0.68%
52NUVEEN AMT FREE MUN CR INC FNU115,729$1.4M0.67%
53NUVEEN QUALITY MUNCP INCOMENU116,162$1.3M0.63%
54SERVICENOW INCNOW1,663$1.3M0.60%
55ENBRIDGE INCENNPF32,433$1.2M0.56%
56PEPSICO INCPEP6,577$1.2M0.55%
57BCE INCBCPPF32,568$1.1M0.53%
58LULULEMON ATHLETICA INCLULU2,707$1.1M0.50%
59SHERWIN WILLIAMS COSHW3,000$1.0M0.50%
60CROWDSTRIKE HLDGS INCCRWD3,112$997,6780.47%
61UBER TECHNOLOGIES INCUBER12,935$995,8660.47%
62EXXON MOBIL CORPXOM8,460$983,3900.47%
63PAYPAL HLDGS INCPYPL13,840$927,1430.44%
64ISHARES TR4642872001,736$912,6670.43%
65TRUIST FINL CORP89832Q10921,915$854,2480.41%
66DISNEY WALT CO2546871063,728$456,1580.22%
67AMGEN INCAMGN1,420$403,7350.19%
68HERSHEY COHSY1,965$382,1930.18%
69DUFF & PHELPS UTLITY AND INF26433C10532,000$305,9200.15%
70ISHARES TR4642875153,335$284,3750.14%
71PROCTER AND GAMBLE CO7427181091,718$278,7460.13%
72SUBURBAN PROPANE PARTNERS LSPH13,455$274,8860.13%
73ISHARES TR4642876551,187$249,6260.12%
74MICRON TECHNOLOGY INCMU2,000$235,7800.11%
75ISHARES TR4642872262,285$223,7930.11%
76SOUTHSTATE CORPORATIONSSB2,435$207,0480.10%
77MPLX LPMPLXP4,900$203,6440.10%
78GENERATION INCOME PPTYS INC37149D20450,000$191,5000.09%
79EATON VANCE TAX MNGED BUY WRETN13,966$190,6360.09%
80VALLEY NATL BANCORP91979410715,979$127,1930.06%
81GENERATION INCOME PPTYS INC37149D11350,000$18,1450.01%