Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Dec. 31, 2021

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 115 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $19M 106k 177.57
Microsoft Corporation (MSFT) 3.1 $13M 38k 336.31
Broadcom (AVGO) 3.0 $12M 18k 665.43
Waste Management (WM) 2.7 $11M 66k 166.90
Pfizer (PFE) 2.5 $10M 175k 59.05
Us Bancorp Del Com New (USB) 2.4 $9.9M 175k 56.17
Home Depot (HD) 2.3 $9.5M 23k 415.01
Alphabet Cap Stk Cl A (GOOGL) 2.3 $9.3M 3.2k 2896.95
Telus Ord (TU) 2.3 $9.2M 391k 23.57
Analog Devices (ADI) 2.2 $8.8M 50k 175.77
Cisco Systems (CSCO) 2.1 $8.4M 132k 63.37
Totalenergies Se Sponsored Ads (TTE) 2.0 $8.0M 162k 49.46
Bristol Myers Squibb (BMY) 1.9 $7.8M 126k 62.35
Comcast Corp Cl A (CMCSA) 1.9 $7.7M 153k 50.33
Goldman Sachs (GS) 1.9 $7.6M 20k 382.55
Corning Incorporated (GLW) 1.9 $7.6M 203k 37.23
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.8 $7.5M 144k 51.81
Johnson Ctls Intl SHS (JCI) 1.8 $7.3M 90k 81.31
Bank of New York Mellon Corporation (BK) 1.7 $7.1M 122k 58.08
Wal-Mart Stores (WMT) 1.7 $7.0M 49k 144.70
Amgen (AMGN) 1.7 $6.9M 31k 224.98
salesforce (CRM) 1.7 $6.8M 27k 254.12
McDonald's Corporation (MCD) 1.6 $6.6M 25k 268.06
Intel Corporation (INTC) 1.6 $6.6M 128k 51.50
Amazon (AMZN) 1.6 $6.6M 2.0k 3334.18
Procter & Gamble Company (PG) 1.6 $6.3M 39k 163.59
Southern Company (SO) 1.5 $6.3M 92k 68.58
General Mills (GIS) 1.5 $6.2M 93k 67.39
PPL Corporation (PPL) 1.5 $6.0M 201k 30.06
Verizon Communications (VZ) 1.5 $6.0M 116k 51.96
Medtronic SHS (MDT) 1.4 $5.7M 55k 103.45
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $5.6M 357k 15.60
Electronic Arts (EA) 1.4 $5.6M 42k 131.89
Gilead Sciences (GILD) 1.4 $5.5M 76k 72.61
Nuveen Insd Dividend Advantage (NVG) 1.3 $5.5M 306k 17.93
Raytheon Technologies Corp (RTX) 1.3 $5.5M 64k 86.06
Microchip Technology (MCHP) 1.3 $5.4M 62k 87.06
Laboratory Corp Amer Hldgs Com New (LH) 1.3 $5.2M 17k 314.22
Ishares Tr Intl Sel Div Etf (IDV) 1.2 $5.1M 163k 31.18
CVS Caremark Corporation (CVS) 1.2 $5.0M 48k 103.17
Hasbro (HAS) 1.2 $4.9M 49k 101.79
Truist Financial Corp equities (TFC) 1.1 $4.6M 78k 58.55
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $4.4M 49k 90.60
Nuveen Div. Advantage Muni. Fund (NAD) 1.1 $4.3M 268k 16.11
Expedia Group Com New (EXPE) 1.0 $4.3M 24k 180.72
Boston Scientific Corporation (BSX) 1.0 $4.1M 97k 42.48
Constellation Brands Cl A (STZ) 0.9 $3.9M 15k 250.97
General Dynamics Corporation (GD) 0.9 $3.8M 19k 208.46
ConAgra Foods (CAG) 0.9 $3.8M 111k 34.15
At&t (T) 0.9 $3.8M 153k 24.60
Vmware Cl A Com 0.9 $3.5M 30k 115.89
Adobe Systems Incorporated (ADBE) 0.9 $3.5M 6.1k 566.99
National Fuel Gas (NFG) 0.8 $3.1M 49k 63.94
Prudential Financial (PRU) 0.7 $2.9M 26k 108.24
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.8M 5.8k 477.05
Ishares Tr Global Mater Etf (MXI) 0.6 $2.6M 29k 90.46
Walt Disney Company (DIS) 0.6 $2.6M 17k 154.92
Bce Com New (BCE) 0.6 $2.4M 47k 52.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.4M 8.1k 298.99
Enbridge (ENB) 0.6 $2.3M 59k 39.07
Glaxosmithkline Sponsored Adr 0.6 $2.3M 51k 44.10
Sherwin-Williams Company (SHW) 0.5 $2.1M 6.0k 352.17
Lululemon Athletica (LULU) 0.5 $2.0M 5.1k 391.54
Discovery Com Ser A 0.5 $1.9M 82k 23.54
Servicenow (NOW) 0.4 $1.6M 2.5k 649.21
Archer Daniels Midland Company (ADM) 0.4 $1.5M 22k 67.58
Exxon Mobil Corporation (XOM) 0.3 $1.1M 18k 61.17
Best Buy (BBY) 0.3 $1.0M 10k 101.55
Bank of America Corporation (BAC) 0.2 $932k 21k 44.51
Hershey Company (HSY) 0.2 $929k 4.8k 193.54
Ishares Tr Core High Dv Etf (HDV) 0.2 $864k 8.6k 101.01
Ishares Tr Tips Bd Etf (TIP) 0.2 $828k 6.4k 129.13
Nextera Energy (NEE) 0.2 $756k 8.1k 93.33
Nuveen Mun Value Fd 2 (NUW) 0.2 $663k 40k 16.57
Ishares Tr Russell 2000 Etf (IWM) 0.2 $658k 3.0k 222.60
Qorvo (QRVO) 0.1 $594k 3.8k 156.48
Select Sector Spdr Tr Technology (XLK) 0.1 $556k 3.2k 173.75
South State Corporation (SSB) 0.1 $550k 6.9k 80.06
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $549k 3.5k 156.59
Hewlett Packard Enterprise (HPE) 0.1 $477k 30k 15.76
Valley National Ban (VLY) 0.1 $439k 32k 13.74
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $411k 24k 17.12
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $379k 2.8k 135.36
Micron Technology (MU) 0.1 $373k 4.0k 93.25
Texas Instruments Incorporated (TXN) 0.1 $358k 1.9k 188.42
American Express Company (AXP) 0.1 $358k 2.2k 163.47
UnitedHealth (UNH) 0.1 $346k 690.00 501.45
United Parcel Service CL B (UPS) 0.1 $343k 1.6k 214.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $341k 718.00 474.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $290k 1.2k 241.67
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $282k 2.0k 141.00
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $280k 3.0k 93.09
Aon Shs Cl A (AON) 0.1 $277k 923.00 300.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $258k 910.00 283.52
Lockheed Martin Corporation (LMT) 0.1 $256k 720.00 355.56
Nordson Corporation (NDSN) 0.1 $255k 1.0k 255.00
Edison International (EIX) 0.1 $254k 3.7k 68.32
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $243k 2.1k 114.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $243k 828.00 293.48
JPMorgan Chase & Co. (JPM) 0.1 $241k 1.5k 158.34
AmerisourceBergen (COR) 0.1 $239k 1.8k 132.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $239k 600.00 398.33
Qualcomm (QCOM) 0.1 $238k 1.3k 183.08
Hexcel Corporation (HXL) 0.1 $238k 4.6k 51.74
Pepsi (PEP) 0.1 $236k 1.4k 173.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $231k 2.8k 83.64
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $226k 2.8k 81.06
Waters Corporation (WAT) 0.1 $224k 600.00 373.33
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $224k 1.4k 165.93
Boeing Company (BA) 0.1 $221k 1.1k 201.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $220k 2.7k 82.89
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $206k 3.0k 68.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $204k 1.0k 204.00
RPM International (RPM) 0.0 $202k 2.0k 101.00
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $200k 4.0k 50.00