Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2020

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 73 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $7.5M 65k 115.81
Waste Management (WM) 3.3 $4.5M 39k 113.16
Microsoft Corporation (MSFT) 3.2 $4.2M 20k 210.33
Corning Incorporated (GLW) 2.9 $3.9M 119k 32.41
Bristol Myers Squibb (BMY) 2.7 $3.6M 60k 60.29
salesforce (CRM) 2.6 $3.5M 14k 251.33
Comcast Corp Cl A (CMCSA) 2.6 $3.5M 76k 46.26
Amgen (AMGN) 2.4 $3.2M 13k 254.14
Alphabet Cap Stk Cl A (GOOGL) 2.4 $3.2M 2.2k 1465.49
Amazon (AMZN) 2.3 $3.1M 985.00 3148.22
Us Bancorp Del Com New (USB) 2.3 $3.1M 86k 35.85
Telus Ord (TU) 2.3 $3.1M 174k 17.61
Intel Corporation (INTC) 2.3 $3.1M 59k 51.79
At&t (T) 2.2 $3.0M 106k 28.51
Home Depot (HD) 2.2 $2.9M 11k 277.69
General Mills (GIS) 2.1 $2.9M 46k 61.69
Analog Devices (ADI) 2.0 $2.8M 24k 116.75
PPL Corporation (PPL) 2.0 $2.7M 100k 27.21
Medtronic SHS (MDT) 2.0 $2.7M 26k 103.93
Pfizer (PFE) 1.9 $2.6M 70k 36.71
Procter & Gamble Company (PG) 1.9 $2.5M 18k 139.00
Cisco Systems (CSCO) 1.8 $2.5M 62k 39.39
Johnson Ctls Intl SHS (JCI) 1.8 $2.4M 59k 40.85
Ishares Tr Intl Sel Div Etf (IDV) 1.8 $2.4M 95k 24.93
Southern Company (SO) 1.7 $2.3M 43k 54.22
Nuveen Insd Dividend Advantage (NVG) 1.6 $2.2M 137k 15.66
Nuveen Insured Tax-Free Adv Munici (NEA) 1.6 $2.1M 149k 14.34
Goldman Sachs (GS) 1.6 $2.1M 11k 201.02
ConAgra Foods (CAG) 1.6 $2.1M 59k 35.71
Tyson Foods Cl A (TSN) 1.5 $2.1M 35k 59.49
Electronic Arts (EA) 1.5 $2.1M 16k 130.44
Vmware Cl A Com 1.5 $2.0M 14k 143.67
Gilead Sciences (GILD) 1.5 $2.0M 32k 63.19
Laboratory Corp Amer Hldgs Com New 1.5 $2.0M 11k 188.24
Bank of New York Mellon Corporation (BK) 1.4 $1.9M 55k 34.33
Hasbro (HAS) 1.4 $1.9M 22k 82.74
Raytheon Technologies Corp (RTX) 1.3 $1.7M 30k 57.54
General Dynamics Corporation (GD) 1.2 $1.7M 12k 138.39
CVS Caremark Corporation (CVS) 1.2 $1.6M 27k 58.41
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $1.5M 24k 63.63
Truist Financial Corp equities (TFC) 1.1 $1.5M 40k 38.05
Boston Scientific Corporation (BSX) 1.1 $1.5M 38k 38.21
Interpublic Group of Companies (IPG) 1.0 $1.4M 84k 16.67
Exxon Mobil Corporation (XOM) 1.0 $1.3M 38k 34.32
Constellation Brands Cl A (STZ) 1.0 $1.3M 6.8k 189.58
Nuveen Div. Advantage Muni. Fund (NAD) 0.9 $1.2M 85k 14.52
Microchip Technology (MCHP) 0.9 $1.2M 12k 102.74
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.1M 3.3k 336.07
Glaxosmithkline Sponsored Adr 0.8 $1.0M 28k 37.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.0M 9.5k 108.05
Expedia Group Com New (EXPE) 0.7 $981k 11k 91.66
National Fuel Gas (NFG) 0.7 $925k 23k 40.60
Discovery Com Ser A 0.6 $829k 38k 21.77
Prudential Financial (PRU) 0.6 $825k 13k 63.52
Cognizant Technology Solutio Cl A (CTSH) 0.6 $817k 12k 69.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $772k 3.6k 212.85
Sherwin-Williams Company (SHW) 0.5 $697k 1.0k 697.00
Ishares Tr Short Treas Bd (SHV) 0.5 $653k 5.9k 110.68
Enbridge (ENB) 0.4 $596k 20k 29.19
Ishares Tr Tips Bd Etf (TIP) 0.4 $545k 4.3k 126.45
Total Se Sponsored Ads (TTE) 0.4 $529k 15k 34.33
Archer Daniels Midland Company (ADM) 0.4 $484k 10k 46.53
Phillips 66 (PSX) 0.3 $456k 8.8k 51.82
Disney Walt Com Disney (DIS) 0.3 $438k 3.5k 123.97
Nextera Energy (NEE) 0.3 $415k 1.5k 277.59
Ishares Tr Core High Dv Etf (HDV) 0.3 $365k 4.5k 80.57
Hershey Company (HSY) 0.3 $344k 2.4k 143.33
Alaska Air (ALK) 0.2 $332k 9.1k 36.64
Broadcom (AVGO) 0.2 $299k 821.00 364.19
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $259k 19k 13.63
Bank of America Corporation (BAC) 0.2 $256k 11k 24.09
Ishares Tr Global Mater Etf (MXI) 0.1 $200k 2.9k 69.76
Valley National Ban (VLY) 0.1 $109k 16k 6.82