Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2022

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 95 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $15M 106k 136.72
Waste Management (WM) 3.5 $11M 74k 152.98
Microsoft Corporation (MSFT) 3.2 $10M 41k 256.82
Broadcom (AVGO) 2.9 $9.4M 19k 485.82
Bristol Myers Squibb (BMY) 2.9 $9.4M 122k 77.00
Pfizer (PFE) 2.8 $9.0M 172k 52.43
Telus Ord (TU) 2.7 $8.8M 395k 22.28
Totalenergies Se Sponsored Ads (TTE) 2.6 $8.4M 160k 52.64
Wal-Mart Stores (WMT) 2.5 $8.2M 68k 121.58
Analog Devices (ADI) 2.5 $8.1M 56k 146.10
Us Bancorp Del Com New (USB) 2.5 $8.1M 176k 46.02
Verizon Communications (VZ) 2.4 $7.8M 154k 50.75
Amgen (AMGN) 2.3 $7.4M 31k 243.30
McDonald's Corporation (MCD) 2.2 $7.3M 29k 246.88
Alphabet Cap Stk Cl A (GOOGL) 2.2 $7.2M 3.3k 2179.39
Cisco Systems (CSCO) 2.1 $6.7M 157k 42.64
Corning Incorporated (GLW) 2.1 $6.7M 213k 31.51
Home Depot (HD) 2.0 $6.5M 24k 274.27
Comcast Corp Cl A (CMCSA) 2.0 $6.4M 164k 39.24
Southern Company (SO) 2.0 $6.4M 90k 71.31
Goldman Sachs (GS) 1.9 $6.3M 21k 297.02
Intel Corporation (INTC) 1.9 $6.2M 167k 37.41
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $6.2M 152k 40.86
PPL Corporation (PPL) 1.9 $6.0M 222k 27.13
Raytheon Technologies Corp (RTX) 1.9 $6.0M 63k 96.11
salesforce (CRM) 1.8 $5.9M 36k 165.03
Electronic Arts (EA) 1.7 $5.5M 45k 121.65
Amazon (AMZN) 1.7 $5.4M 51k 106.21
Bank of New York Mellon Corporation (BK) 1.6 $5.3M 128k 41.71
Johnson Ctls Intl SHS (JCI) 1.6 $5.1M 107k 47.88
Hasbro (HAS) 1.6 $5.1M 62k 81.88
Medtronic SHS (MDT) 1.5 $5.0M 56k 89.75
CVS Caremark Corporation (CVS) 1.3 $4.3M 47k 92.67
General Dynamics Corporation (GD) 1.2 $4.0M 18k 221.24
Microchip Technology (MCHP) 1.2 $4.0M 69k 58.08
ConAgra Foods (CAG) 1.2 $4.0M 116k 34.24
Laboratory Corp Amer Hldgs Com New (LH) 1.2 $3.9M 17k 234.35
At&t (T) 1.2 $3.8M 181k 20.96
Best Buy (BBY) 1.2 $3.7M 57k 65.19
Truist Financial Corp equities (TFC) 1.1 $3.7M 78k 47.43
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $3.6M 49k 73.60
National Fuel Gas (NFG) 1.0 $3.2M 48k 66.05
Ishares Tr Global Mater Etf (MXI) 1.0 $3.2M 43k 73.90
Adobe Systems Incorporated (ADBE) 0.9 $2.8M 7.7k 366.11
Boston Scientific Corporation (BSX) 0.9 $2.8M 74k 37.27
Constellation Brands Cl A (STZ) 0.8 $2.5M 11k 233.09
Capital One Financial (COF) 0.7 $2.3M 22k 104.20
Walt Disney Company (DIS) 0.7 $2.2M 24k 94.39
Bce Com New (BCE) 0.7 $2.2M 45k 49.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.2M 8.1k 273.07
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.0M 5.3k 379.13
Expedia Group Com New (EXPE) 0.6 $2.0M 21k 94.84
Enbridge (ENB) 0.6 $2.0M 47k 42.26
Servicenow (NOW) 0.5 $1.8M 3.7k 475.60
Warner Bros Discovery Com Ser A (WBD) 0.5 $1.6M 122k 13.42
Exxon Mobil Corporation (XOM) 0.5 $1.6M 18k 85.65
Lululemon Athletica (LULU) 0.5 $1.5M 5.4k 272.63
Sherwin-Williams Company (SHW) 0.4 $1.3M 6.0k 223.83
Archer Daniels Midland Company (ADM) 0.4 $1.2M 16k 77.61
Hershey Company (HSY) 0.3 $1.0M 4.8k 215.21
Ishares Tr Core High Dv Etf (HDV) 0.3 $859k 8.6k 100.42
Ishares Tr Tips Bd Etf (TIP) 0.2 $725k 6.4k 113.89
Procter & Gamble Company (PG) 0.2 $640k 4.5k 143.69
Generation Income Pptys Com New (GIPR) 0.2 $639k 100k 6.39
Bank of America Corporation (BAC) 0.2 $590k 19k 31.15
Nextera Energy (NEE) 0.2 $558k 7.2k 77.50
Nuveen Insd Dividend Advantage (NVG) 0.2 $543k 41k 13.10
Qorvo (QRVO) 0.2 $538k 5.7k 94.29
Ishares Tr Russell 2000 Etf (IWM) 0.2 $507k 3.0k 169.45
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $477k 3.5k 137.38
South State Corporation (SSB) 0.1 $453k 5.9k 77.17
Select Sector Spdr Tr Technology (XLK) 0.1 $453k 3.6k 127.25
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $442k 38k 11.75
Hewlett Packard Enterprise (HPE) 0.1 $428k 32k 13.26
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $378k 30k 12.47
UnitedHealth (UNH) 0.1 $354k 690.00 513.04
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $346k 23k 15.04
Valley National Ban (VLY) 0.1 $333k 32k 10.42
Lockheed Martin Corporation (LMT) 0.1 $279k 650.00 429.23
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $270k 2.8k 96.43
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $256k 2.0k 128.00
AmerisourceBergen (COR) 0.1 $255k 1.8k 141.67
American Express Company (AXP) 0.1 $250k 1.8k 138.89
Aon Shs Cl A (AON) 0.1 $249k 923.00 269.77
Texas Instruments Incorporated (TXN) 0.1 $246k 1.6k 153.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $235k 838.00 280.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $228k 1.2k 188.74
Pepsi (PEP) 0.1 $226k 1.4k 166.42
Micron Technology (MU) 0.1 $221k 4.0k 55.25
United Parcel Service CL B (UPS) 0.1 $219k 1.2k 182.50
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $212k 2.3k 92.25
Johnson & Johnson (JNJ) 0.1 $207k 1.2k 177.23
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $206k 2.9k 71.78
Nordson Corporation (NDSN) 0.1 $202k 1.0k 202.00
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $50k 100k 0.50