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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 2024 · Filed February 13, 2025 · Accession 0001715228-25-000001

Total Value
$233.5M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO73,040$16.9M7.25%
2APPLE INCAAPL45,030$11.3M4.83%
3WALMART INCWMT105,072$9.5M4.07%
4MICROSOFT CORPMSFT20,784$8.8M3.75%
5AMAZON COMAMZN35,052$7.7M3.29%
6WASTE MANAGEMENT94106L10933,985$6.9M2.94%
7GOLDMAN SACHSGSCE11,498$6.6M2.82%
8ALPHABET INCGOOG32,748$6.2M2.65%
9ANALOG DEVICESADI28,893$6.1M2.63%
10CORNING INCGLW121,061$5.8M2.46%
11GARMIN LTDGRMN26,425$5.5M2.33%
12ENTERGY CORPENO70,494$5.3M2.29%
13BANK NEW YORK06405810067,720$5.2M2.23%
14MCDONALDS CORPMCD17,734$5.1M2.20%
15HOME DEPOTHD13,082$5.1M2.18%
16CISCO SYSTEMSCSCO85,107$5.0M2.16%
17SALESFORCE INCCRM15,001$5.0M2.15%
18JPMORGAN LTD46654Q77384,650$4.4M1.87%
19AT&T INCT-PC189,527$4.3M1.85%
20BEST BUYBBY48,621$4.2M1.79%
21COMCAST CORPCCZ109,257$4.1M1.76%
22BRISTOL MYERSCELG-RI71,778$4.1M1.74%
23LOCKHEED MARTINLMT7,570$3.7M1.58%
24ELECTRONIC ARTSEA24,850$3.6M1.56%
25RTX CORPRTX30,469$3.5M1.51%
26TELUS CORPTU258,419$3.5M1.50%
27PNC FINANCIAL69347510517,903$3.5M1.48%
28MEDTRONIC PLCMDT40,458$3.2M1.38%
29SPDR SERIES78464A30035,126$3.1M1.31%
30ISHARES 1-5 YEAR46428864655,126$2.9M1.22%
31CHEVRON CORPCVX19,635$2.8M1.22%
32HASBRO INCHAS45,942$2.6M1.10%
33GENERAL DYNAMICSGD9,543$2.5M1.08%
34ADOBE INCADBE5,515$2.5M1.05%
35VERIZON COMMUNICATIONSVZ59,650$2.4M1.02%
36CBOE GLOBAL12503M10812,012$2.3M1.01%
37TOTALENERGIES SETTE42,591$2.3M0.99%
38PACER DATA69374H74176,545$2.3M0.98%
39SECTOR MATERIALS81369Y10025,437$2.1M0.92%
40CONAGRA BRANDSCAG74,758$2.1M0.89%
41PFIZER INCPFE73,570$2.0M0.84%
42UBER TECHNOLOGIESUBER30,749$1.9M0.79%
43CAPITAL ONE14040H10510,048$1.8M0.77%
44NEXTERA ENERGYNEE-PW24,731$1.8M0.76%
45BERKSHIRE HATHAWAYBRK-A3,725$1.7M0.72%
46LULULEMON ATHLETICALULU4,327$1.7M0.71%
47ZOETIS INCZTS9,743$1.6M0.68%
483M COMPANYMMM11,135$1.4M0.62%
49KRAFT HEINZKHC46,454$1.4M0.61%
50CROWDSTRIKE HOLDINGSCRWD4,131$1.4M0.61%
51NUVEEN AMTNU115,252$1.4M0.61%
52SERVICENOW INCNOW1,302$1.4M0.59%
53ENBRIDGE INCENNPF32,483$1.4M0.59%
54NUVEEN QUALITYNU115,672$1.3M0.58%
55DEXCOM INCDXCM17,290$1.3M0.58%
56ISHARES GLOBAL46428869514,948$1.2M0.50%
57PAYPAL HOLDINGSPYPL13,120$1.1M0.48%
58SHERWIN WILLIAMSSHW3,002$1.0M0.44%
59SELECT SECTOR81369Y86024,783$1.0M0.43%
60ISHARES CORE4642872001,646$968,9670.41%
61TRUIST FINANCIAL89832Q10921,815$946,3360.41%
62EXXON MOBILXOM8,461$910,1510.39%
63MICROCHIP TECHNOLOGY INCMCHPP15,863$909,7460.39%
64NVIDIA CORPNVDA6,695$899,0750.39%
65BANK AMERICA06050510417,994$790,8370.34%
66CIGNA GROUP1255231002,620$723,4870.31%
67WALT DISNEY2546871065,206$579,6890.25%
68LABCORP HOLDINGSLH2,446$560,9150.24%
69AMGEN INCAMGN1,772$461,8530.20%
70VISA INCV1,203$380,1950.16%
71DUFF & PHELPS26433C10532,000$374,0800.16%
72ISHARES EXPANDED4642875153,335$333,8990.14%
73HERSHEY COMPANYHSY1,965$332,7730.14%
74SPDR PORTFOLIO78464A8476,080$332,5150.14%
75PROCTER & GAMBLE7427181091,722$288,6940.12%
76ISHARES RUSSELL4642876551,163$256,9760.11%
77INTL PAPER4601461034,625$248,9180.11%
78EXPEDIA GROUPEXPE1,305$243,1610.10%
79MPLXMPLXP4,900$234,5140.10%
80ISHARES CORE4642872262,397$232,2700.10%
81SUBURBAN PROPANESPH13,455$231,4260.10%
82PEPSICO INCPEP1,420$215,9240.09%
83EATON VANCEETN13,966$209,4900.09%
84VALLEY NATIONAL91979410715,979$144,7690.06%
85GENERATION INCOME37149D20450,000$91,0000.04%
86GENERATION INCOME37149D11350,000$7,0000.00%