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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 2025 · Filed November 13, 2025 · Accession 0002073679-25-000043

Total Value
$300.2M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO57,284$18.9M6.30%
2MICROSOFT CORPMSFT26,669$13.8M4.60%
3APPLE INCAAPL41,611$10.6M3.53%
4JPMORGAN46641Q837198,829$10.1M3.36%
5CORNING INCGLW119,595$9.8M3.27%
6WALMART INCWMT90,137$9.3M3.09%
7GOLDMAN SACHSGSCE10,455$8.3M2.77%
8ALPHABET INCGOOG32,303$7.9M2.62%
9AMAZON COMAMZN33,247$7.3M2.43%
10ANALOG DEVICESADI29,323$7.2M2.40%
11WASTE MANAGEMENT94106L10931,570$7.0M2.32%
12BANK NEW YORK06405810062,650$6.8M2.27%
13ENTERGY CORPENO71,318$6.6M2.21%
14GARMIN LTDGRMN26,381$6.5M2.16%
15JPMORGAN LTD46654Q773112,888$5.9M1.97%
16MCDONALDS CORPMCD17,784$5.4M1.80%
17VERIZON COMMUNICATIONSVZ118,382$5.2M1.73%
18HOME DEPOTHD12,324$5.0M1.66%
19AT&T INCT-PC176,094$5.0M1.66%
20COMCAST CORPCCZ155,513$4.9M1.63%
21NVIDIA CORPNVDA25,483$4.8M1.58%
22ELECTRONIC ARTSEA23,185$4.7M1.56%
23PNC FINANCIAL69347510523,065$4.6M1.54%
24BLACKSTONE INCBX27,115$4.6M1.54%
25RTX CORPRTX27,244$4.6M1.52%
26LOCKHEED MARTINLMT8,554$4.3M1.42%
27JPMORGAN HEDGED46654Q72465,367$4.2M1.42%
28PRINCIPAL US74255Y60773,555$4.2M1.40%
29CISCO SYSTEMSCSCO60,895$4.2M1.39%
30MEDTRONIC PLCMDT43,666$4.2M1.39%
31HASBRO INCHAS54,797$4.2M1.38%
32CHEVRON CORPCVX26,641$4.1M1.38%
33BEST BUYBBY54,416$4.1M1.37%
34TELUS CORPTU260,331$4.1M1.37%
35PFIZER INCPFE147,400$3.8M1.25%
36SALESFORCE INCCRM15,781$3.7M1.25%
37BRISTOL MYERSCELG-RI77,496$3.5M1.16%
38GENERAL DYNAMICSGD10,141$3.5M1.15%
39UBER TECHNOLOGIESUBER34,743$3.4M1.13%
40KRAFT HEINZKHC129,611$3.4M1.12%
41SERVICENOW INCNOW3,459$3.2M1.06%
42CBOE GLOBAL12503M10812,717$3.1M1.04%
433M COMPANYMMM18,385$2.9M0.95%
44ISHARES 1-546428864653,626$2.8M0.95%
45PACER DATA69374H74185,120$2.7M0.90%
46MATERIALS SELECT81369Y10026,592$2.4M0.79%
47TRUIST FINANCIAL89832Q10949,402$2.3M0.75%
48CAPITAL ONE14040H1059,813$2.1M0.69%
49NEXTERA ENERGYNEE-PW27,481$2.1M0.69%
50BERKSHIRE HATHAWAYBRK-A3,875$1.9M0.65%
51CROWDSTRIKE HOLDINGSCRWD3,766$1.8M0.62%
52SPOTIFY TECHNOLOGYSPOT2,613$1.8M0.61%
53ISHARES GLOBAL46428869516,988$1.6M0.52%
54COSTCO WHOLESALE22160K1051,590$1.5M0.49%
55ZOETIS INCZTS10,048$1.5M0.49%
56NUVEEN AMTNU115,252$1.4M0.47%
57NUVEEN QUALITYNU115,672$1.4M0.45%
58ENBRIDGE INCENNPF25,425$1.3M0.43%
59PEPSICO INCPEP9,017$1.3M0.42%
60ACCENTURE PLCACN5,040$1.2M0.41%
61REAL ESTATE81369Y86024,778$1.0M0.35%
62SHERWIN WILLIAMSSHW3,000$1.0M0.35%
63ISHARES CORE4642872001,520$1.0M0.34%
64EXXON MOBILXOM8,572$966,4940.32%
65INVESCO S&PIVZ4,900$929,5310.31%
66CIGNA GROUP1255231003,165$912,3120.30%
67PAYPAL HOLDINGSPYPL11,992$804,1840.27%
68LABCORP HOLDINGSLH2,626$753,8210.25%
69DEXCOM INCDXCM9,810$660,1170.22%
70AMGEN INCAMGN2,292$646,8030.22%
71KLA CORPKLAC582$627,7440.21%
72HALLIBURTON COMPANYHAL24,660$606,6360.20%
73VISA INCV1,718$586,4930.20%
74BANK AMERICA06050510411,200$577,8080.19%
75DUFF & PHELPS26433C10532,000$413,1200.14%
76INTUITIVE SURGICALISRG907$405,6380.14%
77ISHARES EXPANDED4642875153,268$375,8520.13%
78SPDR PORTFOLIO78464A8476,080$347,7150.12%
79TARGET CORPTGT3,840$344,4500.11%
80MICRON TECHNOLOGY INCMU2,000$334,6400.11%
81WALT DISNEY2546871062,650$303,4250.10%
82ENTERPRISE PRODUCTS2937921079,050$282,9940.09%
83PROCTER & GAMBLE7427181091,718$263,9710.09%
84PIMCO 0-572201R7832,675$255,9440.09%
85SUBURBAN PROPANESPH13,455$250,9360.08%
86MPLXMPLXP4,900$244,7550.08%
87ALTRIA GROUPMO3,618$239,0050.08%
88ABBVIE INCABBV945$218,8050.07%
89ISHARES RUSSELL464287655901$218,0060.07%
90INTL PAPER4601461034,625$214,6000.07%
91JPMORGAN CHASEVYLD640$201,8750.07%
92VALLEY NATIONAL91979410715,979$169,3770.06%
93EATON VANCEETN10,500$157,5000.05%
94GENERATION INCOME37149D20450,000$46,0300.02%
95GENERATION INCOME37149D11350,000$3,3450.00%