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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 2025 · Filed February 9, 2026 · Accession 0001715228-26-000001

Total Value
$289.8M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO56,629$19.6M6.76%
2MICROSOFT CORPMSFT27,975$13.5M4.67%
3APPLE INCAAPL40,006$10.9M3.75%
4CORNING INCGLW119,005$10.4M3.60%
5JPMORGAN46641Q837197,444$10.0M3.45%
6WALMART INCWMT88,065$9.8M3.39%
7ALPHABET INCGOOG30,558$9.6M3.30%
8GOLDMAN SACHSGSCE10,215$9.0M3.10%
9ANALOG DEVICESADI29,363$8.0M2.75%
10AMAZON COMAMZN31,997$7.4M2.55%
11BANK NEW YORK06405810060,359$7.0M2.42%
12WASTE MANAGEMENT94106L10930,811$6.8M2.34%
13ENTERGY CORPENO68,658$6.3M2.19%
14VERIZON COMMUNICATIONSVZ150,561$6.1M2.12%
15JPMORGAN LTD46654Q773116,864$6.1M2.11%
16MCDONALDS CORPMCD19,469$6.0M2.05%
17GARMIN LTDGRMN27,645$5.6M1.93%
18PNC FINANCIAL69347510523,690$4.9M1.71%
19CISCO SYSTEMSCSCO61,410$4.7M1.63%
20RTX CORPRTX25,514$4.7M1.61%
21NVIDIA CORPNVDA24,433$4.6M1.57%
22HASBRO INCHAS54,272$4.5M1.54%
23BLACKSTONE INCBX28,723$4.4M1.53%
24PRINCIPAL US74255Y60775,577$4.4M1.51%
25AT&T INCT-PC173,844$4.3M1.49%
26MEDTRONIC PLCMDT44,396$4.3M1.47%
27CHEVRON CORPCVX27,296$4.2M1.44%
28HOME DEPOTHD11,869$4.1M1.41%
29JPMORGAN HEDGED46654Q72459,834$4.0M1.37%
30SALESFORCE INCCRM14,856$3.9M1.36%
31BRISTOL MYERSCELG-RI72,474$3.9M1.35%
32LOCKHEED MARTINLMT7,829$3.8M1.31%
33ELECTRONIC ARTSEA18,500$3.8M1.30%
34BEST BUYBBY49,457$3.3M1.14%
35GENERAL DYNAMICSGD9,521$3.2M1.11%
36CBOE GLOBAL12503M10812,062$3.0M1.04%
37UBER TECHNOLOGIESUBER36,418$3.0M1.03%
383M COMPANYMMM18,555$3.0M1.03%
39ISHARES 1-546428864652,686$2.8M0.96%
40SERVICENOW INCNOW16,270$2.5M0.86%
41PFIZER INCPFE98,094$2.4M0.84%
42TRUIST FINANCIAL89832Q10946,602$2.3M0.79%
43STATE STREET81369Y10050,154$2.3M0.78%
44CAPITAL ONE14040H1059,173$2.2M0.77%
45NEXTERA ENERGYNEE-PW26,831$2.2M0.74%
46SPOTIFY TECHNOLOGYSPOT3,423$2.0M0.69%
47TELUS CORPTU150,000$2.0M0.68%
48VISA INCV5,178$1.8M0.63%
49CROWDSTRIKE HOLDINGSCRWD3,716$1.7M0.60%
50REALTY INCOMEO30,865$1.7M0.60%
51ISHARES GLOBAL46428869516,918$1.6M0.56%
52COSTCO WHOLESALE22160K1051,628$1.4M0.48%
53NUVEEN QUALITYNU115,422$1.4M0.48%
54NUVEEN AMTNU109,152$1.4M0.48%
55PEPSICO INCPEP9,017$1.3M0.45%
56ENBRIDGE INCENNPF25,425$1.2M0.42%
57COMCAST CORPCCZ40,459$1.2M0.42%
58ACCENTURE PLCACN4,258$1.1M0.39%
59ISHARES CORE4642872001,521$1.0M0.36%
60EXXON MOBILXOM8,572$1.0M0.36%
61ISHARES SHORTBLK45,000$999,9000.35%
62SHERWIN WILLIAMSSHW3,000$972,0900.34%
63INVESCO S&PIVZ5,056$968,5290.33%
64KRAFT HEINZKHC36,983$896,8420.31%
65STATE STREET81369Y86022,203$895,8940.31%
66BERKSHIRE HATHAWAYBRK-A1,775$892,2040.31%
67CIGNA GROUP1255231003,165$871,1040.30%
68AMGEN INCAMGN2,217$725,6470.25%
69LABCORP HOLDINGSLH2,601$652,5400.23%
70KLA CORPKLAC510$619,6900.21%
71BANK AMERICA06050510410,950$602,2500.21%
72INTUITIVE SURGICALISRG1,062$601,4730.21%
73HALLIBURTON COMPANYHAL20,310$573,9610.20%
74TARGET CORPTGT4,835$472,6230.16%
75MICRON TECHNOLOGY INCMU1,500$428,1150.15%
76DUFF & PHELPS26433C10532,000$406,7200.14%
77PAYPAL HOLDINGSPYPL6,294$367,4440.13%
78STATE STREET78464A8476,080$352,0930.12%
79ISHARES EXPANDED4642875153,268$345,3950.12%
80ENTERPRISE PRODUCTS2937921079,050$290,1430.10%
81MPLXMPLXP4,900$261,5130.09%
82PIMCO 0-572201R7832,675$253,6440.09%
83SUBURBAN PROPANESPH13,455$249,4560.09%
84PROCTER & GAMBLE7427181091,718$246,2070.08%
85FLEXSHARES MORNINGSTARFLEX916$227,7960.08%
86ABBVIE INCABBV945$215,9230.07%
87ISHARES RUSSELL464287655874$215,1440.07%
88WALT DISNEY2546871061,850$210,4750.07%
89ALTRIA GROUPMO3,565$205,5580.07%
90VALLEY NATIONAL91979410715,979$186,6340.06%
91GENERATION INCOME37149D20450,000$32,0500.01%
92GENERATION INCOME37149D11350,000$2,5550.00%