Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2019

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 68 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Newell Rubbermaid (NWL) 3.3 $4.0M 213k 18.72
Waste Management (WM) 3.3 $4.0M 35k 115.01
At&t (T) 3.3 $3.9M 104k 37.84
U.S. Bancorp (USB) 3.2 $3.9M 70k 55.34
Intel Corporation (INTC) 3.0 $3.6M 70k 51.53
Apple (AAPL) 3.0 $3.6M 16k 224.00
Vanguard REIT ETF (VNQ) 2.9 $3.5M 38k 93.25
Comcast Corporation (CMCSA) 2.8 $3.4M 76k 45.09
Westpac Banking Corporation 2.7 $3.3M 164k 19.99
Exxon Mobil Corporation (XOM) 2.6 $3.2M 45k 70.61
Microsoft Corporation (MSFT) 2.5 $3.1M 22k 139.04
PPL Corporation (PPL) 2.5 $3.0M 94k 31.49
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.5 $2.9M 96k 30.74
Cisco Systems (CSCO) 2.3 $2.8M 57k 49.41
Alphabet Inc Class A cs (GOOGL) 2.3 $2.8M 2.3k 1221.30
Medtronic (MDT) 2.3 $2.8M 26k 108.62
General Mills (GIS) 2.2 $2.6M 48k 55.11
Tortoise Energy Infrastructure 2.1 $2.6M 126k 20.45
Telus Ord (TU) 2.1 $2.6M 72k 35.62
Johnson Controls International Plc equity (JCI) 2.1 $2.5M 58k 43.89
Amgen (AMGN) 2.1 $2.5M 13k 193.54
H&E Equipment Services (HEES) 2.0 $2.4M 83k 28.86
Bristol Myers Squibb (BMY) 2.0 $2.4M 47k 50.72
Home Depot (HD) 1.9 $2.4M 10k 232.01
Procter & Gamble Company (PG) 1.8 $2.2M 18k 124.38
Goodyear Tire & Rubber Company (GT) 1.7 $2.1M 145k 14.41
United Technologies Corporation 1.7 $2.0M 15k 136.51
Cardinal Health (CAH) 1.7 $2.0M 42k 47.18
Cibc Cad (CM) 1.7 $2.0M 24k 82.58
Interpublic Group of Companies (IPG) 1.5 $1.8M 85k 21.56
ConAgra Foods (CAG) 1.5 $1.8M 60k 30.69
Analog Devices (ADI) 1.5 $1.8M 16k 111.75
Laboratory Corp. of America Holdings 1.5 $1.8M 11k 168.01
Amazon (AMZN) 1.5 $1.8M 1.0k 1735.81
CVS Caremark Corporation (CVS) 1.4 $1.7M 27k 63.06
salesforce (CRM) 1.4 $1.7M 11k 148.46
HSBC Holdings (HSBC) 1.3 $1.6M 42k 38.28
Suntrust Banks Inc $1.00 Par Cmn 1.3 $1.6M 23k 68.82
General Dynamics Corporation (GD) 1.2 $1.4M 7.9k 182.68
Materials SPDR (XLB) 1.1 $1.3M 23k 58.20
Prudential Financial (PRU) 1.1 $1.3M 14k 89.91
Cognizant Technology Solutions (CTSH) 1.0 $1.2M 20k 60.24
Microchip Technology (MCHP) 0.9 $1.1M 12k 92.87
GlaxoSmithKline 0.9 $1.1M 26k 42.69
iShares S&P 500 Index (IVV) 0.9 $1.1M 3.6k 298.47
Phillips 66 (PSX) 0.8 $907k 8.9k 102.37
Polaris Industries (PII) 0.7 $853k 9.7k 87.98
Celgene Corporation 0.7 $835k 8.4k 99.29
Nuveen Insured Tax-Free Adv Munici (NEA) 0.7 $818k 57k 14.32
Dxc Technology (DXC) 0.6 $771k 26k 29.49
Berkshire Hathaway (BRK.B) 0.6 $754k 3.6k 207.89
Enbridge (ENB) 0.6 $722k 21k 35.07
Leggett & Platt (LEG) 0.6 $682k 17k 40.94
Alaska Air (ALK) 0.5 $588k 9.1k 64.90
Sherwin-Williams Company (SHW) 0.5 $550k 1.0k 550.00
iShares Barclays TIPS Bond Fund (TIP) 0.4 $501k 4.3k 116.32
Ssga Active Etf Tr ult sht trm bd (ULST) 0.4 $469k 12k 40.44
Walt Disney Company (DIS) 0.4 $430k 3.3k 130.30
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $429k 4.0k 106.64
Ishares High Dividend Equity F (HDV) 0.3 $427k 4.5k 94.26
Nuveen Insd Dividend Advantage (NVG) 0.3 $388k 23k 16.75
Hershey Company (HSY) 0.3 $372k 2.4k 155.00
Bank of America Corporation (BAC) 0.3 $363k 12k 29.17
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $365k 26k 14.34
Nextera Energy (NEE) 0.3 $348k 1.5k 232.78
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $306k 20k 15.65
Applied Materials (AMAT) 0.2 $280k 5.6k 49.87
Valley National Ban (VLY) 0.1 $174k 16k 10.89