Wealth Advisors of Tampa Bay

Latest statistics and disclosures from Wealth Advisors of Tampa Bay's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, WM, AVGO, MSFT, TTE, and represent 17.86% of Wealth Advisors of Tampa Bay's stock portfolio.
  • Added to shares of these 10 stocks: HAS, T, CSCO, AMZN, MSFT, SO, KHC, IWN, GS, BBY.
  • Started 1 new stock positions in IWN.
  • Reduced shares in these 10 stocks: WBD, ADBE, ADM, USB, VZ, QRVO, AMGN, TIP, DIS, GD.
  • Sold out of its positions in AMGN, ADM, TIP, QRVO, WBD.
  • Wealth Advisors of Tampa Bay was a net buyer of stock by $3.5M.
  • Wealth Advisors of Tampa Bay has $162M in assets under management (AUM), dropping by 10.72%.
  • Central Index Key (CIK): 0001715228

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Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 73 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $6.9M 53k 129.93
Waste Management (WM) 3.5 $5.7M 36k 156.88
Broadcom (AVGO) 3.5 $5.7M 10k 559.13
Microsoft Corporation (MSFT) 3.4 $5.4M +11% 23k 239.82
Totalenergies Se Sponsored Ads (TTE) 3.2 $5.1M 83k 62.08
Wal-Mart Stores (WMT) 3.1 $5.0M 35k 141.79
Analog Devices (ADI) 2.9 $4.6M 28k 164.03
Cisco Systems (CSCO) 2.8 $4.5M +18% 95k 47.64
Bristol Myers Squibb (BMY) 2.8 $4.5M 63k 71.95
Pfizer (PFE) 2.8 $4.4M 87k 51.24
McDonald's Corporation (MCD) 2.6 $4.2M 16k 263.53
Telus Ord (TU) 2.5 $4.1M +3% 213k 19.31
Goldman Sachs (GS) 2.5 $4.1M +11% 12k 343.38
Home Depot (HD) 2.4 $3.9M 12k 315.86

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Southern Company (SO) 2.3 $3.6M +17% 51k 71.41
Corning Incorporated (GLW) 2.2 $3.6M +5% 113k 31.94
Johnson Ctls Intl SHS (JCI) 2.1 $3.4M 54k 64.00
Comcast Corp Cl A (CMCSA) 2.1 $3.4M +4% 96k 34.97
Us Bancorp Del Com New (USB) 2.1 $3.4M -14% 77k 43.61
Raytheon Technologies Corp (RTX) 1.9 $3.1M 31k 100.92
Best Buy (BBY) 1.9 $3.1M +12% 39k 80.21
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.1M +3% 35k 88.23
Amazon (AMZN) 1.9 $3.0M +27% 36k 84.00
Bank of New York Mellon Corporation (BK) 1.8 $3.0M 66k 45.52
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.8 $3.0M +5% 80k 36.93
Electronic Arts (EA) 1.8 $2.9M +3% 23k 122.18
Verizon Communications (VZ) 1.8 $2.9M -12% 73k 39.40
Hasbro (HAS) 1.7 $2.8M +42% 45k 61.01
At&t (T) 1.6 $2.6M +39% 144k 18.41
Intel Corporation (INTC) 1.6 $2.6M +14% 98k 26.43
Microchip Technology (MCHP) 1.5 $2.4M 34k 70.25
salesforce (CRM) 1.5 $2.4M 18k 132.59
Medtronic SHS (MDT) 1.5 $2.4M 30k 77.72
Kraft Heinz (KHC) 1.4 $2.3M +29% 56k 40.71
ConAgra Foods (CAG) 1.4 $2.2M 57k 38.70
CVS Caremark Corporation (CVS) 1.4 $2.2M 24k 93.19
General Dynamics Corporation (GD) 1.3 $2.2M -3% 8.7k 248.11
Laboratory Corp Amer Hldgs Com New (LH) 1.2 $1.9M 8.2k 235.48
Select Sector Spdr Tr Sbi Materials (XLB) 1.2 $1.9M 25k 77.68
Ishares Tr Global Mater Etf (MXI) 1.1 $1.8M +6% 23k 78.66
Truist Financial Corp equities (TFC) 1.1 $1.7M 41k 43.03
Boston Scientific Corporation (BSX) 1.0 $1.7M 36k 46.27
National Fuel Gas (NFG) 1.0 $1.6M +3% 25k 63.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M 4.1k 308.90
Expedia Group Com New (EXPE) 0.8 $1.2M +4% 14k 87.60
Constellation Brands Cl A (STZ) 0.8 $1.2M 5.3k 231.75
Capital One Financial (COF) 0.8 $1.2M +10% 13k 92.96
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.0M 2.7k 384.21
Enbridge (ENB) 0.6 $1.0M +11% 26k 39.10
Exxon Mobil Corporation (XOM) 0.6 $974k 8.8k 110.30
Bce Com New (BCE) 0.6 $964k 22k 43.95
Walt Disney Company (DIS) 0.5 $864k -14% 9.9k 86.88
Lululemon Athletica (LULU) 0.5 $828k 2.6k 320.38
Servicenow (NOW) 0.5 $765k +5% 2.0k 388.27
Sherwin-Williams Company (SHW) 0.4 $712k 3.0k 237.33
Adobe Systems Incorporated (ADBE) 0.4 $633k -50% 1.9k 336.53
Hershey Company (HSY) 0.3 $556k 2.4k 231.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $451k NEW 3.3k 138.67
Ishares Tr Core High Dv Etf (HDV) 0.3 $446k 4.3k 104.24
Bank of America Corporation (BAC) 0.2 $314k 9.5k 33.12
Procter & Gamble Company (PG) 0.2 $305k -6% 2.0k 151.56
Nuveen Insd Dividend Advantage (NVG) 0.2 $294k +11% 24k 12.14
Nextera Energy (NEE) 0.2 $284k -5% 3.4k 83.60
Ishares Tr Russell 2000 Etf (IWM) 0.2 $271k 1.6k 174.36
Hewlett Packard Enterprise (HPE) 0.2 $255k 16k 15.96
Generation Income Pptys Com New (GIPR) 0.1 $242k 50k 4.84
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $232k -7% 1.6k 145.07
South State Corporation (SSB) 0.1 $224k 2.9k 76.36
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $216k -6% 19k 11.37
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $191k 16k 11.80
Valley National Ban (VLY) 0.1 $181k 16k 11.31
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $151k 12k 13.15
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $22k 50k 0.43

Past Filings by Wealth Advisors of Tampa Bay

SEC 13F filings are viewable for Wealth Advisors of Tampa Bay going back to 2017

View all past filings