Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Dec. 31, 2017

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 69 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Waste Management (WM) 3.4 $4.9M 56k 88.05
General Electric Company 3.4 $4.9M 269k 18.26
Abbvie (ABBV) 3.2 $4.7M 48k 99.34
Occidental Petroleum Corporation (OXY) 3.2 $4.7M 63k 75.23
Johnson & Johnson (JNJ) 3.2 $4.7M 33k 141.80
Ford Motor Company (F) 3.2 $4.6M 353k 13.15
At&t (T) 3.2 $4.6M 121k 38.28
Qualcomm (QCOM) 3.1 $4.6M 69k 66.37
Procter & Gamble Company (PG) 3.0 $4.4M 48k 91.68
Eli Lilly & Co. (LLY) 3.0 $4.3M 50k 86.32
Williams-Sonoma (WSM) 3.0 $4.3M 80k 53.96
Microchip Technology (MCHP) 2.9 $4.2M 45k 92.59
Intel Corporation (INTC) 2.9 $4.1M 93k 44.79
Vanguard REIT ETF (VNQ) 2.7 $3.9M 48k 81.38
Microsoft Corporation (MSFT) 2.6 $3.8M 43k 88.21
H&E Equipment Services (HEES) 2.5 $3.7M 94k 38.87
Tortoise Energy Infrastructure 2.5 $3.6M 119k 30.52
Apple (AAPL) 2.4 $3.5M 20k 174.34
Cisco Systems (CSCO) 2.4 $3.5M 87k 39.98
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.3 $3.4M 98k 34.54
New York Community Ban 2.3 $3.4M 257k 13.02
Ca 2.3 $3.3M 98k 33.91
Analog Devices (ADI) 2.0 $2.9M 32k 91.82
Wells Fargo & Company (WFC) 2.0 $2.9M 46k 62.11
Alphabet Inc Class A cs (GOOGL) 1.8 $2.7M 2.4k 1114.12
Cibc Cad (CM) 1.7 $2.5M 25k 99.13
Johnson Controls International Plc equity (JCI) 1.7 $2.5M 64k 39.02
Kimberly-Clark Corporation (KMB) 1.7 $2.5M 21k 119.61
Amazon (AMZN) 1.6 $2.4M 1.9k 1245.34
HSBC Holdings (HSBC) 1.6 $2.3M 44k 51.68
Aetna 1.4 $2.0M 11k 184.73
Exxon Mobil Corporation (XOM) 1.4 $2.0M 23k 87.18
United Technologies Corporation 1.3 $1.9M 15k 132.71
Lowe's Companies (LOW) 1.3 $1.9M 20k 93.70
Oracle Corporation (ORCL) 1.3 $1.9M 38k 48.99
Discover Financial Services (DFS) 1.2 $1.7M 22k 77.55
Walgreen Boots Alliance (WBA) 1.2 $1.7M 23k 73.93
salesforce (CRM) 1.1 $1.6M 15k 109.04
Celgene Corporation 1.0 $1.5M 15k 104.09
Prudential Financial (PRU) 0.9 $1.4M 12k 117.65
Materials SPDR (XLB) 0.9 $1.3M 20k 62.93
iShares S&P 500 Index (IVV) 0.8 $1.2M 4.5k 275.79
Csra 0.8 $1.2M 38k 31.14
Home Depot (HD) 0.8 $1.1M 5.7k 192.09
Ishares Tr eafe min volat (EFAV) 0.6 $933k 13k 74.26
Colgate-Palmolive Company (CL) 0.6 $901k 12k 75.54
Berkshire Hathaway (BRK.B) 0.6 $827k 4.1k 202.85
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $838k 61k 13.79
Alaska Air (ALK) 0.5 $659k 9.1k 72.74
Boise Cascade (BCC) 0.4 $624k 15k 41.09
T. Rowe Price (TROW) 0.4 $581k 5.3k 109.93
SPDR DJ Wilshire Small Cap 0.4 $589k 4.4k 135.09
CenturyLink 0.4 $533k 31k 17.25
iShares Barclays TIPS Bond Fund (TIP) 0.3 $496k 4.4k 113.45
Walt Disney Company (DIS) 0.3 $439k 4.0k 109.83
Sherwin-Williams Company (SHW) 0.3 $424k 1.0k 424.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $422k 4.0k 104.90
Nuveen Insd Dividend Advantage (NVG) 0.3 $395k 25k 15.65
Bank of America Corporation (BAC) 0.3 $381k 13k 30.14
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $382k 27k 14.01
Hanesbrands (HBI) 0.2 $349k 16k 21.57
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $329k 20k 16.83
Vanguard S&p 500 Etf idx (VOO) 0.2 $300k 1.2k 252.10
Nextera Energy (NEE) 0.2 $284k 1.9k 153.10
Hershey Company (HSY) 0.2 $274k 2.4k 114.17
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $238k 4.7k 50.30
SPDR S&P MidCap 400 ETF (MDY) 0.1 $212k 600.00 353.33
Valley National Ban (VLY) 0.1 $184k 16k 11.52
Pengrowth Energy Corp 0.0 $11k 13k 0.87