Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2018

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 69 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 3.9 $5.0M 65k 78.14
Waste Management (WM) 3.6 $4.7M 58k 81.88
Microchip Technology (MCHP) 3.5 $4.6M 50k 91.39
Intel Corporation (INTC) 3.4 $4.5M 89k 50.21
Eli Lilly & Co. (LLY) 3.3 $4.3M 50k 85.86
Vanguard REIT ETF (VNQ) 3.3 $4.3M 53k 80.95
At&t (T) 3.2 $4.2M 131k 32.24
Johnson & Johnson (JNJ) 3.2 $4.2M 35k 121.48
PPL Corporation (PPL) 3.2 $4.2M 147k 28.71
Ford Motor Company (F) 3.2 $4.2M 376k 11.11
Microsoft Corporation (MSFT) 3.2 $4.1M 41k 100.36
General Electric Company 2.9 $3.8M 282k 13.35
Apple (AAPL) 2.9 $3.8M 20k 187.15
Cisco Systems (CSCO) 2.9 $3.8M 88k 42.80
Tortoise Energy Infrastructure 2.7 $3.6M 134k 26.60
Amazon (AMZN) 2.5 $3.3M 1.9k 1714.29
H&E Equipment Services (HEES) 2.5 $3.3M 87k 37.59
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.5 $3.2M 101k 31.83
Analog Devices (ADI) 2.4 $3.1M 32k 96.27
Hanesbrands (HBI) 2.3 $3.0M 136k 22.03
New York Community Ban 2.2 $2.9M 265k 11.03
Alphabet Inc Class A cs (GOOGL) 2.2 $2.9M 2.5k 1141.84
Wells Fargo & Company (WFC) 2.1 $2.8M 49k 56.28
Cibc Cad (CM) 1.8 $2.3M 27k 86.41
Johnson Controls International Plc equity (JCI) 1.8 $2.3M 70k 33.20
Kimberly-Clark Corporation (KMB) 1.8 $2.3M 22k 104.74
salesforce (CRM) 1.6 $2.1M 15k 140.51
Aetna 1.6 $2.1M 11k 185.58
Exxon Mobil Corporation (XOM) 1.6 $2.1M 25k 81.69
HSBC Holdings (HSBC) 1.6 $2.1M 44k 46.49
United Technologies Corporation 1.4 $1.9M 15k 125.22
Oracle Corporation (ORCL) 1.3 $1.7M 38k 44.96
Discover Financial Services (DFS) 1.2 $1.6M 22k 71.21
Walgreen Boots Alliance (WBA) 1.2 $1.5M 25k 61.25
Dxc Technology (DXC) 1.1 $1.5M 18k 81.80
Celgene Corporation 1.1 $1.5M 18k 79.54
Prudential Financial (PRU) 1.1 $1.4M 15k 94.42
Materials SPDR (XLB) 1.1 $1.4M 24k 57.81
First Horizon National Corporation (FHN) 0.9 $1.2M 69k 17.92
iShares S&P 500 Index (IVV) 0.8 $1.1M 4.0k 273.69
Home Depot (HD) 0.8 $1.0M 5.2k 194.10
Ishares Tr eafe min volat (EFAV) 0.8 $1000k 14k 70.56
Colgate-Palmolive Company (CL) 0.7 $859k 13k 64.50
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $793k 61k 13.05
Qualcomm (QCOM) 0.6 $766k 14k 56.18
Berkshire Hathaway (BRK.B) 0.6 $720k 3.8k 188.14
Boise Cascade (BCC) 0.5 $659k 15k 45.17
SPDR DJ Wilshire Small Cap 0.5 $646k 8.8k 73.08
Alaska Air (ALK) 0.4 $555k 9.1k 61.26
CenturyLink 0.4 $493k 27k 18.48
iShares Barclays TIPS Bond Fund (TIP) 0.4 $490k 4.4k 112.08
Walt Disney Company (DIS) 0.3 $421k 4.0k 105.33
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $422k 4.0k 104.90
Sherwin-Williams Company (SHW) 0.3 $407k 1.0k 407.00
Bank of America Corporation (BAC) 0.3 $382k 14k 28.39
Nuveen Insd Dividend Advantage (NVG) 0.3 $369k 25k 14.62
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $362k 27k 13.28
iShares S&P SmallCap 600 Index (IJR) 0.3 $352k 4.2k 84.45
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $313k 20k 16.01
Vanguard Europe Pacific ETF (VEA) 0.2 $298k 7.0k 42.51
Vanguard S&p 500 Etf idx (VOO) 0.2 $295k 1.2k 250.00
Nextera Energy (NEE) 0.2 $253k 1.5k 169.23
Occidental Petroleum Corporation (OXY) 0.2 $232k 2.8k 82.56
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $237k 4.7k 50.08
Hershey Company (HSY) 0.2 $221k 2.4k 92.08
iShares S&P MidCap 400 Index (IJH) 0.2 $208k 1.1k 195.12
iShares Russell 2000 Growth Index (IWO) 0.2 $212k 1.0k 206.83
MasterCard Incorporated (MA) 0.1 $202k 1.0k 198.04
Valley National Ban (VLY) 0.1 $196k 16k 12.27