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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 Q2 2025 · Filed August 14, 2025 · Accession 0001715228-25-000003

Total Value
$265.2M
Positions
90
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (90)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO59,069$16.3M6.14%
2MICROSOFT CORPMSFT20,742$10.3M3.89%
3WALMART INCWMT90,562$8.9M3.34%
4APPLE INCAAPL42,900$8.8M3.32%
5JPMORGAN46641Q837165,246$8.4M3.16%
6GOLDMAN SACHSGSCE11,429$8.1M3.05%
7AMAZON COMAMZN35,187$7.7M2.91%
8WASTE MANAGEMENT94106L10930,985$7.1M2.67%
9ANALOG DEVICESADI29,443$7.0M2.64%
10CORNING INCGLW123,735$6.5M2.45%
11BANK NEW YORK06405810065,190$5.9M2.24%
12ENTERGY CORPENO70,968$5.9M2.22%
13ALPHABET INCGOOG33,150$5.8M2.20%
14GARMIN LTDGRMN26,606$5.6M2.09%
15JPMORGAN LTD46654Q773104,688$5.5M2.06%
16MCDONALDS CORPMCD17,697$5.2M1.95%
17AT&T INCT-PC177,731$5.1M1.94%
18VERIZON COMMUNICATIONSVZ113,918$4.9M1.86%
19HOME DEPOTHD12,739$4.7M1.76%
20TELUS CORPTU282,821$4.5M1.71%
21RTX CORPRTX30,139$4.4M1.66%
22PNC FINANCIAL69347510523,205$4.3M1.63%
23CISCO SYSTEMSCSCO62,315$4.3M1.63%
24SALESFORCE INCCRM15,651$4.3M1.61%
25COMCAST CORPCCZ113,108$4.0M1.52%
26ELECTRONIC ARTSEA24,420$3.9M1.47%
27LOCKHEED MARTINLMT8,373$3.9M1.46%
28NVIDIA CORPNVDA24,298$3.8M1.45%
29CHEVRON CORPCVX26,706$3.8M1.44%
30MEDTRONIC PLCMDT43,316$3.8M1.42%
31BEST BUYBBY53,456$3.6M1.35%
32HASBRO INCHAS48,177$3.6M1.34%
33BRISTOL MYERSCELG-RI74,066$3.4M1.29%
34PFIZER INCPFE140,770$3.4M1.29%
35UBER TECHNOLOGIESUBER33,888$3.2M1.19%
36GENERAL DYNAMICSGD10,141$3.0M1.12%
37CBOE GLOBAL12503M10812,582$2.9M1.11%
38ISHARES 1-546428864653,626$2.8M1.07%
39BLACKSTONE INCBX18,850$2.8M1.06%
403M COMPANYMMM18,060$2.7M1.04%
41ADOBE INCADBE7,064$2.7M1.03%
42PACER DATA69374H74182,065$2.7M1.00%
43KRAFT HEINZKHC97,626$2.5M0.95%
44MATERIALS SELECT81369Y10026,607$2.3M0.88%
45DEXCOM INCDXCM26,225$2.3M0.86%
46TRUIST FINANCIAL89832Q10949,102$2.1M0.80%
47CAPITAL ONE14040H1059,663$2.1M0.78%
48ZOETIS INCZTS12,383$1.9M0.73%
49CROWDSTRIKE HOLDINGSCRWD3,766$1.9M0.72%
50NEXTERA ENERGYNEE-PW27,331$1.9M0.72%
51BERKSHIRE HATHAWAYBRK-A3,875$1.9M0.71%
52PAYPAL HOLDINGSPYPL21,842$1.6M0.61%
53ENBRIDGE INCENNPF31,875$1.4M0.54%
54ISHARES GLOBAL46428869516,673$1.4M0.54%
55SERVICENOW INCNOW1,349$1.4M0.52%
56NUVEEN AMTNU115,252$1.4M0.52%
57ACCENTURE PLCACN4,390$1.3M0.49%
58NUVEEN QUALITYNU115,672$1.3M0.49%
59CONAGRA BRANDSCAG61,788$1.3M0.48%
60PEPSICO INCPEP9,017$1.2M0.45%
61LULULEMON ATHLETICALULU4,432$1.1M0.40%
62SHERWIN WILLIAMSSHW3,000$1.0M0.39%
63REAL ESTATE81369Y86024,778$1.0M0.39%
64ISHARES CORE4642872001,520$943,7680.36%
65EXXON MOBILXOM8,572$924,0620.35%
66INVESCO S&PIVZ4,828$877,4400.33%
67CIGNA GROUP1255231002,620$866,1200.33%
68LABCORP HOLDINGSLH2,761$724,7910.27%
69AMGEN INCAMGN2,052$572,9390.22%
70BANK AMERICA06050510411,900$563,1080.21%
71VISA INCV1,573$558,4970.21%
72HALLIBURTON COMPANYHAL23,385$476,5860.18%
73INTUITIVE SURGICALISRG877$476,5700.18%
74WALT DISNEY2546871063,631$450,2810.17%
75DUFF & PHELPS26433C10532,000$397,1200.15%
76ISHARES EXPANDED4642875153,268$357,8460.13%
77SPDR PORTFOLIO78464A8476,080$330,6300.12%
78TARGET CORPTGT3,300$325,5480.12%
79PROCTER & GAMBLE7427181091,718$273,7120.10%
80ISHARES RUSSELL4642876551,171$252,6900.10%
81MPLXMPLXP4,900$252,3990.10%
82ISHARES CORE4642872262,535$251,4720.09%
83SUBURBAN PROPANESPH13,455$249,3220.09%
84MICRON TECHNOLOGY INCMU2,000$246,5000.09%
85INTL PAPER4601461034,625$216,5890.08%
86ALTRIA GROUPMO3,618$212,1230.08%
87EATON VANCEETN12,500$180,5000.07%
88VALLEY NATIONAL91979410715,979$142,6930.05%
89GENERATION INCOME37149D20450,000$73,0000.03%
90GENERATION INCOME37149D11350,000$2,7600.00%