Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2019

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 72 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 3.6 $5.0M 46k 109.65
Waste Management (WM) 3.3 $4.6M 40k 115.38
Vanguard REIT ETF (VNQ) 3.2 $4.4M 51k 87.40
At&t (T) 3.0 $4.1M 123k 33.51
U.S. Bancorp (USB) 3.0 $4.1M 78k 52.40
Intel Corporation (INTC) 2.8 $3.8M 80k 47.87
Exxon Mobil Corporation (XOM) 2.8 $3.8M 50k 76.62
Newell Rubbermaid (NWL) 2.7 $3.7M 240k 15.42
Westpac Banking Corporation 2.6 $3.6M 181k 19.93
Apple (AAPL) 2.6 $3.6M 18k 197.90
Comcast Corporation (CMCSA) 2.6 $3.6M 84k 42.27
Analog Devices (ADI) 2.5 $3.5M 31k 112.88
PPL Corporation (PPL) 2.5 $3.4M 110k 31.01
Cisco Systems (CSCO) 2.4 $3.3M 60k 54.74
Microsoft Corporation (MSFT) 2.4 $3.3M 25k 133.94
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.4 $3.3M 106k 30.72
Tortoise Energy Infrastructure 2.3 $3.2M 143k 22.55
General Mills (GIS) 2.1 $2.8M 54k 52.52
Medtronic (MDT) 2.0 $2.8M 29k 97.38
Johnson Controls International Plc equity (JCI) 2.0 $2.8M 68k 41.31
H&E Equipment Services (HEES) 2.0 $2.7M 94k 29.09
Amgen (AMGN) 2.0 $2.7M 15k 184.28
Alphabet Inc Class A cs (GOOGL) 2.0 $2.7M 2.5k 1082.80
Applied Materials (AMAT) 1.9 $2.7M 59k 44.90
Telus Ord (TU) 1.9 $2.7M 72k 36.90
Goodyear Tire & Rubber Company (GT) 1.9 $2.6M 168k 15.30
Bristol Myers Squibb (BMY) 1.8 $2.4M 53k 45.34
Cardinal Health (CAH) 1.7 $2.3M 49k 47.11
Home Depot (HD) 1.6 $2.2M 11k 207.99
Interpublic Group of Companies (IPG) 1.6 $2.1M 95k 22.59
Cibc Cad (CM) 1.6 $2.2M 27k 78.55
Amazon (AMZN) 1.5 $2.1M 1.1k 1893.93
HSBC Holdings (HSBC) 1.5 $2.1M 49k 41.75
United Technologies Corporation 1.4 $2.0M 15k 130.20
Laboratory Corp. of America Holdings 1.4 $1.9M 11k 172.86
salesforce (CRM) 1.2 $1.7M 11k 151.71
CVS Caremark Corporation (CVS) 1.2 $1.6M 30k 54.48
ConAgra Foods (CAG) 1.1 $1.6M 59k 26.51
General Dynamics Corporation (GD) 1.1 $1.5M 8.4k 181.86
Suntrust Banks Inc $1.00 Par Cmn 1.1 $1.5M 24k 62.87
Prudential Financial (PRU) 1.1 $1.5M 15k 101.03
Materials SPDR (XLB) 1.1 $1.4M 25k 58.52
Dxc Technology (DXC) 1.1 $1.4M 26k 55.16
Cognizant Technology Solutions (CTSH) 0.9 $1.2M 19k 63.40
GlaxoSmithKline 0.8 $1.1M 26k 40.01
iShares S&P 500 Index (IVV) 0.8 $1.1M 3.6k 294.87
Microchip Technology (MCHP) 0.8 $1.0M 12k 86.67
Colgate-Palmolive Company (CL) 0.7 $966k 14k 71.65
Polaris Industries (PII) 0.7 $917k 10k 91.20
Celgene Corporation 0.7 $892k 9.7k 92.43
Phillips 66 (PSX) 0.6 $829k 8.9k 93.57
Berkshire Hathaway (BRK.B) 0.6 $810k 3.8k 213.10
Leggett & Platt (LEG) 0.6 $779k 20k 38.39
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $789k 57k 13.81
Enbridge (ENB) 0.5 $743k 21k 36.09
Alaska Air (ALK) 0.4 $579k 9.1k 63.91
iShares Barclays TIPS Bond Fund (TIP) 0.4 $505k 4.4k 115.51
Walt Disney Company (DIS) 0.3 $464k 3.3k 139.67
Ssga Active Etf Tr ult sht trm bd (ULST) 0.3 $475k 12k 40.44
Sherwin-Williams Company (SHW) 0.3 $458k 1.0k 458.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $429k 4.0k 106.64
Bank of America Corporation (BAC) 0.3 $405k 14k 29.02
Nuveen Insd Dividend Advantage (NVG) 0.3 $368k 23k 15.88
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $356k 26k 13.99
Vanguard S&p 500 Etf idx (VOO) 0.2 $340k 1.3k 269.41
Hershey Company (HSY) 0.2 $322k 2.4k 134.17
Ishares Tr eafe min volat (EFAV) 0.2 $320k 4.4k 72.63
Nextera Energy (NEE) 0.2 $306k 1.5k 204.68
Vanguard Europe Pacific ETF (VEA) 0.2 $299k 7.2k 41.70
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $306k 20k 15.65
Ishares High Dividend Equity F (HDV) 0.2 $271k 2.9k 94.43
Valley National Ban (VLY) 0.1 $172k 16k 10.76