Wealth Advisors of Tampa Bay as of June 30, 2020
Portfolio Holdings for Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay holds 67 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.0 | $6.0M | 16k | 364.78 | |
Microsoft Corporation (MSFT) | 3.5 | $4.2M | 21k | 203.50 | |
Waste Management (WM) | 3.5 | $4.2M | 40k | 105.91 | |
Intel Corporation (INTC) | 2.9 | $3.5M | 59k | 59.83 | |
Bristol Myers Squibb (BMY) | 2.8 | $3.4M | 57k | 58.79 | |
Corning Incorporated (GLW) | 2.7 | $3.2M | 125k | 25.90 | |
At&t (T) | 2.6 | $3.2M | 105k | 30.23 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $3.1M | 2.2k | 1417.97 | |
Amgen (AMGN) | 2.6 | $3.1M | 13k | 235.83 | |
Us Bancorp Del Com New (USB) | 2.5 | $3.0M | 82k | 36.83 | |
Comcast Corp Cl A (CMCSA) | 2.5 | $3.0M | 77k | 38.98 | |
Analog Devices (ADI) | 2.5 | $2.9M | 24k | 122.66 | |
Telus Ord (TU) | 2.4 | $2.9M | 174k | 16.77 | |
General Mills (GIS) | 2.4 | $2.9M | 46k | 61.66 | |
Amazon (AMZN) | 2.3 | $2.8M | 998.00 | 2758.52 | |
PPL Corporation (PPL) | 2.2 | $2.7M | 103k | 25.84 | |
salesforce (CRM) | 2.2 | $2.6M | 14k | 187.32 | |
Home Depot (HD) | 2.2 | $2.6M | 11k | 250.48 | |
Cisco Systems (CSCO) | 2.1 | $2.6M | 55k | 46.63 | |
Medtronic SHS (MDT) | 2.0 | $2.4M | 26k | 91.71 | |
Ishares Tr Intl Sel Div Etf (IDV) | 2.0 | $2.4M | 94k | 25.12 | |
Pfizer (PFE) | 1.9 | $2.3M | 69k | 32.69 | |
Procter & Gamble Company (PG) | 1.8 | $2.2M | 18k | 119.59 | |
ConAgra Foods (CAG) | 1.8 | $2.1M | 60k | 35.17 | |
Gilead Sciences (GILD) | 1.7 | $2.1M | 27k | 76.93 | |
Bank of New York Mellon Corporation (BK) | 1.7 | $2.1M | 54k | 38.65 | |
Southern Company (SO) | 1.7 | $2.1M | 40k | 51.85 | |
Johnson Ctls Intl SHS (JCI) | 1.7 | $2.1M | 60k | 34.14 | |
Tyson Foods Cl A (TSN) | 1.7 | $2.0M | 34k | 59.72 | |
Electronic Arts (EA) | 1.6 | $1.9M | 15k | 132.08 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 1.5 | $1.8M | 133k | 13.90 | |
Nuveen Insd Dividend Advantage (NVG) | 1.5 | $1.8M | 120k | 15.28 | |
General Dynamics Corporation (GD) | 1.5 | $1.8M | 12k | 149.42 | |
CVS Caremark Corporation (CVS) | 1.5 | $1.8M | 27k | 64.98 | |
Laboratory Corp Amer Hldgs Com New | 1.5 | $1.8M | 11k | 166.11 | |
Raytheon Technologies Corp (RTX) | 1.4 | $1.6M | 27k | 61.62 | |
Vmware Cl A Com | 1.3 | $1.6M | 10k | 154.84 | |
Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | 36k | 44.71 | |
Interpublic Group of Companies (IPG) | 1.2 | $1.5M | 86k | 17.16 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 1.1 | $1.4M | 24k | 56.35 | |
Microchip Technology (MCHP) | 1.0 | $1.2M | 12k | 105.28 | |
Constellation Brands Cl A (STZ) | 1.0 | $1.2M | 6.8k | 174.88 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 1.0 | $1.2M | 85k | 14.02 | |
Truist Financial Corp equities (TFC) | 1.0 | $1.2M | 31k | 37.54 | |
Boston Scientific Corporation (BSX) | 0.9 | $1.1M | 32k | 35.12 | |
Glaxosmithkline Sponsored Adr | 0.9 | $1.1M | 27k | 40.78 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.0M | 3.3k | 309.65 | |
National Fuel Gas (NFG) | 0.8 | $929k | 22k | 41.93 | |
Prudential Financial (PRU) | 0.7 | $782k | 13k | 60.87 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $653k | 5.9k | 110.68 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $647k | 3.6k | 178.38 | |
Phillips 66 (PSX) | 0.5 | $633k | 8.8k | 71.93 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.5 | $632k | 11k | 56.82 | |
Enbridge (ENB) | 0.5 | $626k | 21k | 30.41 | |
Sherwin-Williams Company (SHW) | 0.5 | $578k | 1.0k | 578.00 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $530k | 4.3k | 122.97 | |
Discovery Com Ser A | 0.4 | $462k | 22k | 21.12 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $434k | 4.0k | 107.88 | |
Archer Daniels Midland Company (ADM) | 0.4 | $421k | 11k | 39.90 | |
Disney Walt Com Disney (DIS) | 0.3 | $382k | 3.4k | 111.53 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $368k | 4.5k | 81.24 | |
Nextera Energy (NEE) | 0.3 | $359k | 1.5k | 240.13 | |
Alaska Air (ALK) | 0.3 | $329k | 9.1k | 36.31 | |
Hershey Company (HSY) | 0.3 | $311k | 2.4k | 129.58 | |
Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.2 | $265k | 19k | 13.95 | |
Bank of America Corporation (BAC) | 0.2 | $252k | 11k | 23.72 | |
Valley National Ban (VLY) | 0.1 | $125k | 16k | 7.82 |