Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Dec. 31, 2019

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 61 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $4.8M 16k 293.67
U.S. Bancorp (USB) 3.8 $4.1M 70k 59.29
At&t (T) 3.7 $4.0M 103k 39.08
Waste Management (WM) 3.6 $3.9M 35k 113.95
Intel Corporation (INTC) 3.4 $3.6M 61k 59.85
Bristol Myers Squibb (BMY) 3.3 $3.5M 55k 64.19
Vanguard REIT ETF (VNQ) 3.2 $3.5M 38k 92.78
Microsoft Corporation (MSFT) 3.2 $3.5M 22k 157.71
Comcast Corporation (CMCSA) 3.2 $3.4M 77k 44.97
PPL Corporation (PPL) 3.1 $3.3M 93k 35.88
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.9 $3.2M 95k 33.57
Amgen (AMGN) 2.9 $3.1M 13k 241.10
Alphabet Inc Class A cs (GOOGL) 2.8 $3.0M 2.3k 1339.21
Medtronic (MDT) 2.6 $2.9M 25k 113.44
Telus Ord (TU) 2.6 $2.8M 72k 38.73
Cisco Systems (CSCO) 2.4 $2.6M 55k 47.96
General Mills (GIS) 2.3 $2.5M 47k 53.56
Johnson Controls International Plc equity (JCI) 2.1 $2.3M 57k 40.71
Home Depot (HD) 2.1 $2.2M 10k 218.35
United Technologies Corporation 2.1 $2.2M 15k 149.77
Exxon Mobil Corporation (XOM) 2.1 $2.2M 32k 69.79
Procter & Gamble Company (PG) 2.0 $2.2M 18k 124.89
Newell Rubbermaid (NWL) 2.0 $2.2M 115k 19.22
ConAgra Foods (CAG) 1.9 $2.1M 60k 34.24
CVS Caremark Corporation (CVS) 1.9 $2.0M 27k 74.30
Cibc Cad (CM) 1.9 $2.0M 24k 83.22
Interpublic Group of Companies (IPG) 1.8 $2.0M 85k 23.10
Analog Devices (ADI) 1.8 $1.9M 16k 118.85
salesforce (CRM) 1.8 $1.9M 12k 162.60
Amazon (AMZN) 1.7 $1.9M 1.0k 1847.36
Laboratory Corp. of America Holdings 1.6 $1.8M 11k 169.14
Truist Financial Corp equities (TFC) 1.6 $1.7M 30k 56.34
Materials SPDR (XLB) 1.3 $1.4M 23k 61.40
Microchip Technology (MCHP) 1.2 $1.3M 12k 104.72
GlaxoSmithKline 1.1 $1.2M 25k 46.99
Prudential Financial (PRU) 1.0 $1.1M 12k 93.71
iShares S&P 500 Index (IVV) 1.0 $1.1M 3.4k 323.21
Goodyear Tire & Rubber Company (GT) 0.9 $1.0M 65k 15.56
Phillips 66 (PSX) 0.9 $987k 8.9k 111.40
Polaris Industries (PII) 0.9 $948k 9.3k 101.66
Berkshire Hathaway (BRK.B) 0.8 $822k 3.6k 226.63
Nuveen Insured Tax-Free Adv Munici (NEA) 0.8 $822k 57k 14.39
Enbridge (ENB) 0.8 $819k 21k 39.79
General Dynamics Corporation (GD) 0.6 $695k 3.9k 176.40
Ssga Active Etf Tr ult sht trm bd (ULST) 0.6 $653k 16k 40.38
Cognizant Technology Solutions (CTSH) 0.6 $645k 10k 62.06
Alaska Air (ALK) 0.6 $614k 9.1k 67.77
Sherwin-Williams Company (SHW) 0.5 $584k 1.0k 584.00
HSBC Holdings (HSBC) 0.5 $527k 14k 39.08
Walt Disney Company (DIS) 0.5 $495k 3.4k 144.53
iShares Barclays TIPS Bond Fund (TIP) 0.5 $497k 4.3k 116.48
Ishares High Dividend Equity F (HDV) 0.4 $444k 4.5k 98.01
Bank of America Corporation (BAC) 0.4 $438k 12k 35.19
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $430k 4.0k 106.89
Nuveen Insd Dividend Advantage (NVG) 0.4 $386k 23k 16.66
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $372k 26k 14.62
Nextera Energy (NEE) 0.3 $362k 1.5k 242.14
Hershey Company (HSY) 0.3 $353k 2.4k 147.08
Applied Materials (AMAT) 0.3 $335k 5.5k 60.96
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.3 $321k 20k 16.42
Valley National Ban (VLY) 0.2 $183k 16k 11.45