Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2020

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $4.1M 16k 254.29
Microsoft Corporation (MSFT) 3.9 $3.5M 22k 157.71
Intel Corporation (INTC) 3.7 $3.3M 61k 54.12
Waste Management (WM) 3.6 $3.2M 35k 92.57
Bristol Myers Squibb (BMY) 3.6 $3.2M 58k 55.74
At&t (T) 3.3 $3.0M 102k 29.15
Alphabet Inc Class A cs (GOOGL) 3.0 $2.7M 2.3k 1161.78
Amgen (AMGN) 3.0 $2.6M 13k 202.76
Comcast Corporation (CMCSA) 2.9 $2.6M 76k 34.38
General Mills (GIS) 2.8 $2.5M 47k 52.78
U.S. Bancorp (USB) 2.7 $2.4M 71k 34.45
Medtronic (MDT) 2.6 $2.3M 26k 90.18
PPL Corporation (PPL) 2.6 $2.3M 93k 24.68
Telus Ord (TU) 2.6 $2.3M 145k 15.78
Pfizer (PFE) 2.5 $2.3M 70k 32.64
Cisco Systems (CSCO) 2.5 $2.2M 56k 39.31
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.4 $2.1M 94k 22.60
Procter & Gamble Company (PG) 2.2 $2.0M 18k 110.02
Amazon (AMZN) 2.2 $2.0M 1.0k 1949.30
Home Depot (HD) 2.2 $2.0M 11k 186.66
ConAgra Foods (CAG) 2.0 $1.8M 62k 29.34
salesforce (CRM) 1.9 $1.7M 12k 144.00
CVS Caremark Corporation (CVS) 1.8 $1.6M 28k 59.32
Johnson Controls International Plc equity (JCI) 1.8 $1.6M 58k 26.96
Corning Incorporated (GLW) 1.7 $1.5M 74k 20.54
Bank of New York Mellon Corporation (BK) 1.6 $1.5M 44k 33.69
Electronic Arts (EA) 1.6 $1.5M 15k 100.18
Analog Devices (ADI) 1.6 $1.5M 16k 89.62
United Technologies Corporation 1.6 $1.4M 15k 94.36
Interpublic Group of Companies (IPG) 1.5 $1.4M 85k 16.19
Laboratory Corp. of America Holdings 1.5 $1.3M 11k 126.36
Exxon Mobil Corporation (XOM) 1.5 $1.3M 35k 37.96
VMware 1.4 $1.2M 10k 121.06
General Dynamics Corporation (GD) 1.2 $1.1M 8.3k 132.37
Materials SPDR (XLB) 1.2 $1.1M 24k 45.04
GlaxoSmithKline 1.1 $1.0M 27k 37.91
Constellation Brands (STZ) 1.1 $971k 6.8k 143.30
Truist Financial Corp equities (TFC) 1.0 $926k 30k 30.83
iShares S&P 500 Index (IVV) 0.9 $851k 3.3k 258.35
National Fuel Gas (NFG) 0.9 $826k 22k 37.28
Microchip Technology (MCHP) 0.9 $802k 12k 67.83
Nuveen Insured Tax-Free Adv Munici (NEA) 0.8 $749k 55k 13.55
Berkshire Hathaway (BRK.B) 0.7 $663k 3.6k 182.80
iShares Lehman Short Treasury Bond (SHV) 0.7 $655k 5.9k 111.02
Prudential Financial (PRU) 0.7 $627k 12k 52.13
Enbridge (ENB) 0.7 $608k 21k 29.09
iShares Barclays TIPS Bond Fund (TIP) 0.6 $508k 4.3k 117.87
Cognizant Technology Solutions (CTSH) 0.6 $495k 11k 46.43
Phillips 66 (PSX) 0.5 $475k 8.9k 53.61
Sherwin-Williams Company (SHW) 0.5 $460k 1.0k 460.00
Polaris Industries (PII) 0.5 $427k 8.9k 48.19
Discovery Communications 0.5 $425k 22k 19.42
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $428k 4.0k 106.39
Goodyear Tire & Rubber Company (GT) 0.4 $378k 65k 5.81
Nextera Energy (NEE) 0.4 $360k 1.5k 240.80
Nuveen Div. Advantage Muni. Fund (NAD) 0.4 $350k 26k 13.75
Nuveen Insd Dividend Advantage (NVG) 0.4 $340k 23k 14.67
Walt Disney Company (DIS) 0.4 $331k 3.4k 96.64
Hershey Company (HSY) 0.4 $318k 2.4k 132.50
Ishares High Dividend Equity F (HDV) 0.4 $324k 4.5k 71.52
Bank of America Corporation (BAC) 0.3 $264k 12k 21.21
Alaska Air (ALK) 0.3 $258k 9.1k 28.48
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.3 $238k 20k 12.17
Valley National Ban (VLY) 0.1 $117k 16k 7.32