Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2018

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 70 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 3.6 $4.9M 62k 79.28
Waste Management (WM) 3.5 $4.8M 58k 84.20
Intel Corporation (INTC) 3.4 $4.7M 90k 52.11
Occidental Petroleum Corporation (OXY) 3.2 $4.4M 68k 65.01
Johnson & Johnson (JNJ) 3.2 $4.4M 34k 127.97
At&t (T) 3.1 $4.3M 122k 35.66
Abbvie (ABBV) 3.1 $4.2M 45k 94.71
Williams-Sonoma (WSM) 3.0 $4.2M 80k 52.77
Ford Motor Company (F) 3.0 $4.1M 372k 11.09
Microchip Technology (MCHP) 3.0 $4.1M 45k 91.35
Vanguard REIT ETF (VNQ) 2.9 $4.0M 53k 75.52
Eli Lilly & Co. (LLY) 2.8 $3.9M 50k 77.36
Microsoft Corporation (MSFT) 2.8 $3.9M 42k 91.26
General Electric Company 2.8 $3.9M 287k 13.49
Cisco Systems (CSCO) 2.5 $3.5M 81k 42.91
Apple (AAPL) 2.4 $3.4M 20k 167.70
H&E Equipment Services (HEES) 2.4 $3.4M 88k 38.47
Ca 2.4 $3.3M 98k 33.94
New York Community Ban 2.4 $3.3M 255k 13.03
PPL Corporation (PPL) 2.4 $3.3M 116k 28.27
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.4 $3.3M 99k 33.05
Tortoise Energy Infrastructure 2.2 $3.1M 125k 24.95
Analog Devices (ADI) 2.2 $3.0M 33k 91.24
Amazon (AMZN) 2.0 $2.7M 1.9k 1446.15
Alphabet Inc Class A cs (GOOGL) 1.9 $2.6M 2.5k 1036.42
Wells Fargo & Company (WFC) 1.8 $2.5M 48k 52.48
Kimberly-Clark Corporation (KMB) 1.7 $2.3M 21k 110.12
Johnson Controls International Plc equity (JCI) 1.7 $2.3M 65k 35.31
Cibc Cad (CM) 1.6 $2.2M 25k 88.39
HSBC Holdings (HSBC) 1.5 $2.1M 45k 47.70
Lowe's Companies (LOW) 1.4 $1.9M 22k 87.75
Aetna 1.4 $1.9M 11k 169.24
Exxon Mobil Corporation (XOM) 1.3 $1.8M 24k 74.61
United Technologies Corporation 1.3 $1.8M 15k 125.85
salesforce (CRM) 1.2 $1.7M 15k 116.38
Oracle Corporation (ORCL) 1.2 $1.7M 38k 45.76
Discover Financial Services (DFS) 1.1 $1.6M 22k 71.91
Walgreen Boots Alliance (WBA) 1.1 $1.5M 24k 65.34
Prudential Financial (PRU) 1.0 $1.4M 14k 103.48
Celgene Corporation 1.0 $1.4M 15k 89.29
Materials SPDR (XLB) 1.0 $1.3M 24k 57.00
iShares S&P 500 Index (IVV) 0.8 $1.1M 4.0k 265.68
Ishares Tr eafe min volat (EFAV) 0.7 $995k 14k 73.71
Home Depot (HD) 0.7 $918k 5.2k 178.18
Colgate-Palmolive Company (CL) 0.6 $854k 12k 71.60
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $790k 61k 13.00
Berkshire Hathaway (BRK.B) 0.6 $763k 3.8k 199.37
Qualcomm (QCOM) 0.6 $755k 14k 55.37
SPDR DJ Wilshire Small Cap 0.4 $587k 4.4k 132.81
Alaska Air (ALK) 0.4 $562k 9.1k 62.03
Boise Cascade (BCC) 0.4 $563k 15k 38.59
iShares Barclays TIPS Bond Fund (TIP) 0.4 $494k 4.4k 112.99
CenturyLink 0.3 $489k 30k 16.38
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $422k 4.0k 104.90
Bank of America Corporation (BAC) 0.3 $404k 14k 30.02
Walt Disney Company (DIS) 0.3 $401k 4.0k 100.33
Sherwin-Williams Company (SHW) 0.3 $392k 1.0k 392.00
Nuveen Insd Dividend Advantage (NVG) 0.3 $366k 25k 14.50
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $358k 27k 13.13
T. Rowe Price (TROW) 0.2 $331k 3.1k 107.82
Hanesbrands (HBI) 0.2 $317k 17k 18.41
Nextera Energy (NEE) 0.2 $303k 1.9k 163.34
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $305k 20k 15.60
Vanguard S&p 500 Etf idx (VOO) 0.2 $280k 1.2k 242.42
Vanguard Europe Pacific ETF (VEA) 0.2 $262k 5.9k 44.33
iShares S&P SmallCap 600 Index (IJR) 0.2 $244k 3.2k 76.95
Hershey Company (HSY) 0.2 $238k 2.4k 99.17
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $238k 4.7k 50.30
Valley National Ban (VLY) 0.1 $199k 16k 12.45
Pengrowth Energy Corp 0.0 $8.1k 13k 0.64