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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 Q3 2024 · Filed November 4, 2024 · Accession 0001085146-24-005328

Total Value
$239.6M
Positions
88
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (88)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO74,145$12.8M5.34%
2APPLE INCAAPL44,835$10.4M4.36%
3MICROSOFT CORPMSFT20,873$9.0M3.75%
4WALMART INCWMT106,012$8.6M3.57%
5WASTE MGMT INC DEL94106L10934,008$7.1M2.95%
6AMAZON COM INCAMZN34,942$6.5M2.72%
7ANALOG DEVICES INCADI27,903$6.4M2.68%
8GOLDMAN SACHS GROUP INCGSCE11,505$5.7M2.38%
9CORNING INCGLW125,111$5.6M2.36%
10ALPHABET INCGOOG32,928$5.5M2.28%
11MCDONALDS CORPMCD17,768$5.4M2.26%
12HOME DEPOT INCHD12,927$5.2M2.19%
13BANK NEW YORK MELLON CORP06405810069,015$5.0M2.07%
14SALESFORCE INCCRM18,054$4.9M2.06%
15TOTALENERGIES SETTE74,788$4.8M2.02%
16BEST BUY INCBBY46,464$4.8M2.00%
17ENTERGY CORP NEWENO35,760$4.7M1.96%
18GARMIN LTDGRMN26,535$4.7M1.95%
19COMCAST CORP NEWCCZ110,267$4.6M1.92%
20CISCO SYS INCCSCO85,462$4.5M1.90%
21TELUS CORPORATIONTU262,036$4.4M1.83%
22J P MORGAN EXCHANGE TRADED F46654Q77383,348$4.3M1.81%
23PFIZER INCPFE147,613$4.3M1.78%
24AT&T INCT-PC190,255$4.2M1.75%
25VERIZON COMMUNICATIONS INCVZ92,133$4.1M1.73%
26MEDTRONIC PLCMDT41,101$3.7M1.54%
27BRISTOL-MYERS SQUIBB COCELG-RI71,472$3.7M1.54%
28RTX CORPORATIONRTX30,169$3.7M1.53%
29ELECTRONIC ARTS INCEA25,310$3.6M1.52%
30HASBRO INCHAS49,227$3.6M1.49%
31PNC FINL SVCS GROUP INC69347510517,791$3.3M1.37%
32LOCKHEED MARTIN CORPLMT5,376$3.1M1.31%
33KRAFT HEINZ COKHC87,367$3.1M1.28%
34SPDR SER TR78464A30034,959$3.0M1.27%
35ISHARES TR46428864655,126$2.9M1.21%
36ADOBE INCADBE4,929$2.6M1.07%
37GENERAL DYNAMICS CORPGD8,322$2.5M1.05%
38SELECT SECTOR SPDR TR81369Y10025,085$2.4M1.01%
39ISHARES TR46428869524,281$2.3M0.94%
40CBOE GLOBAL MKTS INC12503M10810,939$2.2M0.94%
41CHEVRON CORP NEWCVX15,102$2.2M0.93%
42UBER TECHNOLOGIES INCUBER29,459$2.2M0.92%
43CONAGRA BRANDS INCCAG67,423$2.2M0.91%
44EXPEDIA GROUP INCEXPE14,082$2.1M0.87%
45LABCORP HOLDINGS INCLH8,361$1.9M0.78%
46MICROCHIP TECHNOLOGY INC.MCHPP23,193$1.9M0.78%
47NEXTERA ENERGY INCNEE-PW21,556$1.8M0.76%
48BERKSHIRE HATHAWAY INC DELBRK-A3,725$1.7M0.72%
49PACER FDS TR69374H74150,785$1.6M0.68%
50NUVEEN AMT FREE MUN CR INC FNU115,729$1.5M0.65%
51CAPITAL ONE FINL CORP14040H10510,313$1.5M0.64%
523M COMMM11,102$1.5M0.63%
53NUVEEN QUALITY MUNCP INCOMENU116,162$1.4M0.60%
54SERVICENOW INCNOW1,535$1.4M0.57%
55THE CIGNA GROUP1255231003,920$1.4M0.57%
56ENBRIDGE INCENNPF32,433$1.3M0.55%
57BCE INCBCPPF35,683$1.2M0.52%
58CROWDSTRIKE HLDGS INCCRWD4,161$1.2M0.49%
59LULULEMON ATHLETICA INCLULU4,267$1.2M0.48%
60SHERWIN WILLIAMS COSHW3,002$1.1M0.48%
61SELECT SECTOR SPDR TR81369Y86025,413$1.1M0.47%
62PEPSICO INCPEP6,580$1.1M0.47%
63DEXCOM INCDXCM15,052$1.0M0.42%
64EXXON MOBIL CORPXOM8,461$991,7980.41%
65PAYPAL HLDGS INCPYPL12,645$986,6920.41%
66TRUIST FINL CORP89832Q10922,255$951,8500.40%
67ISHARES TR4642872001,646$949,4460.40%
68NVIDIA CORPORATIONNVDA6,565$797,2530.33%
69BANK AMERICA CORP06050510418,239$723,7240.30%
70DISNEY WALT CO2546871066,734$647,7440.27%
71AMGEN INCAMGN1,515$488,1500.20%
72HERSHEY COHSY1,965$376,8480.16%
73DUFF & PHELPS UTLITY AND INF26433C10532,000$375,6800.16%
74SPDR SER TR78464A8476,080$332,4540.14%
75VISA INCV1,183$325,2680.14%
76PROCTER AND GAMBLE CO7427181091,722$298,2510.12%
77ISHARES TR4642875153,335$298,0480.12%
78ISHARES TR4642876551,222$269,9280.11%
79SUBURBAN PROPANE PARTNERS LSPH13,455$241,3830.10%
80SOUTHSTATE CORPORATIONSSB2,435$236,6330.10%
81ISHARES TR4642872262,285$231,4020.10%
82INTERNATIONAL PAPER CO4601461034,625$225,9310.09%
83MPLX LPMPLXP4,900$217,8540.09%
84MICRON TECHNOLOGY INCMU2,000$207,4200.09%
85EATON VANCE TAX MNGED BUY WRETN13,966$201,5290.08%
86VALLEY NATL BANCORP91979410715,979$144,7690.06%
87GENERATION INCOME PPTYS INC37149D20450,000$109,5000.05%
88GENERATION INCOME PPTYS INC37149D11350,000$12,0000.01%