Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2022

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 104 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $18M 106k 174.59
Microsoft Corporation (MSFT) 3.3 $12M 40k 308.23
Broadcom (AVGO) 3.3 $12M 19k 629.76
Waste Management (WM) 3.1 $12M 73k 158.54
Telus Ord (TU) 2.8 $10M 393k 26.13
Us Bancorp Del Com New (USB) 2.5 $9.3M 175k 53.16
Analog Devices (ADI) 2.5 $9.1M 55k 165.16
Pfizer (PFE) 2.5 $9.1M 176k 51.77
Bristol Myers Squibb (BMY) 2.4 $9.0M 123k 73.02
Alphabet Cap Stk Cl A (GOOGL) 2.4 $9.0M 3.2k 2781.91
Totalenergies Se Sponsored Ads (TTE) 2.2 $8.2M 162k 50.54
Cisco Systems (CSCO) 2.2 $8.2M 147k 55.76
Corning Incorporated (GLW) 2.1 $7.7M 208k 36.89
Amgen (AMGN) 2.0 $7.5M 31k 241.80
Intel Corporation (INTC) 2.0 $7.5M 151k 49.53
Comcast Corp Cl A (CMCSA) 2.0 $7.5M 160k 46.81
Wal-Mart Stores (WMT) 2.0 $7.2M 49k 148.85
Amazon (AMZN) 1.9 $7.2M 2.2k 3260.02
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $7.1M 147k 48.32
McDonald's Corporation (MCD) 1.9 $7.0M 28k 247.39
Home Depot (HD) 1.9 $7.0M 23k 299.18
Goldman Sachs (GS) 1.9 $6.9M 21k 330.32
Southern Company (SO) 1.8 $6.6M 92k 72.49
Johnson Ctls Intl SHS (JCI) 1.8 $6.5M 99k 65.56
PPL Corporation (PPL) 1.7 $6.3M 222k 28.55
salesforce (CRM) 1.7 $6.3M 30k 212.34
Bank of New York Mellon Corporation (BK) 1.7 $6.2M 126k 49.60
Raytheon Technologies Corp (RTX) 1.7 $6.2M 63k 99.13
Verizon Communications (VZ) 1.7 $6.1M 120k 50.93
Medtronic SHS (MDT) 1.7 $6.1M 55k 110.96
Electronic Arts (EA) 1.5 $5.4M 43k 126.50
Best Buy (BBY) 1.3 $5.0M 55k 90.81
Microchip Technology (MCHP) 1.3 $4.9M 66k 75.14
CVS Caremark Corporation (CVS) 1.3 $4.7M 47k 101.14
Hasbro (HAS) 1.3 $4.7M 57k 81.87
Expedia Group Com New (EXPE) 1.3 $4.6M 24k 195.61
Truist Financial Corp equities (TFC) 1.2 $4.4M 78k 56.72
General Dynamics Corporation (GD) 1.2 $4.4M 18k 241.13
Laboratory Corp Amer Hldgs Com New 1.2 $4.4M 17k 263.79
Select Sector Spdr Tr Sbi Materials (XLB) 1.2 $4.4M 49k 88.11
Ishares Tr Global Mater Etf (MXI) 1.1 $4.0M 43k 93.96
ConAgra Foods (CAG) 1.0 $3.9M 115k 33.58
At&t (T) 1.0 $3.8M 162k 23.60
Constellation Brands Cl A (STZ) 1.0 $3.6M 15k 230.23
National Fuel Gas (NFG) 0.9 $3.3M 49k 68.70
Boston Scientific Corporation (BSX) 0.9 $3.3M 74k 44.30
Nuveen Insured Tax-Free Adv Munici (NEA) 0.8 $2.9M 223k 13.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.9M 8.1k 353.04
Adobe Systems Incorporated (ADBE) 0.8 $2.8M 6.2k 455.54
Nuveen Insd Dividend Advantage (NVG) 0.8 $2.8M 191k 14.79
Enbridge (ENB) 0.7 $2.7M 58k 46.09
Bce Com New (BCE) 0.7 $2.6M 47k 55.48
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.4M 5.3k 453.83
Glaxosmithkline Sponsored Adr 0.6 $2.2M 51k 43.58
Walt Disney Company (DIS) 0.6 $2.2M 16k 137.20
Discovery Com Ser A 0.6 $2.1M 83k 24.91
Lululemon Athletica (LULU) 0.5 $1.9M 5.3k 365.14
Archer Daniels Midland Company (ADM) 0.4 $1.6M 18k 90.28
Servicenow (NOW) 0.4 $1.5M 2.7k 557.14
Sherwin-Williams Company (SHW) 0.4 $1.5M 6.0k 249.67
Exxon Mobil Corporation (XOM) 0.4 $1.4M 18k 82.59
Capital One Financial (COF) 0.3 $1.3M 9.6k 131.25
Hershey Company (HSY) 0.3 $1.0M 4.8k 216.67
Ishares Tr Core High Dv Etf (HDV) 0.2 $914k 8.6k 106.85
Ishares Tr Tips Bd Etf (TIP) 0.2 $799k 6.4k 124.61
Bank of America Corporation (BAC) 0.2 $779k 19k 41.13
Procter & Gamble Company (PG) 0.2 $712k 4.7k 152.99
Nextera Energy (NEE) 0.2 $644k 7.6k 84.74
Ishares Tr Russell 2000 Etf (IWM) 0.2 $614k 3.0k 205.21
South State Corporation (SSB) 0.2 $560k 6.9k 81.51
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $546k 3.5k 155.73
Select Sector Spdr Tr Technology (XLK) 0.1 $509k 3.2k 159.06
Hewlett Packard Enterprise (HPE) 0.1 $506k 30k 16.72
Qorvo (QRVO) 0.1 $471k 3.8k 124.08
Valley National Ban (VLY) 0.1 $416k 32k 13.02
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $406k 30k 13.39
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $388k 23k 16.87
UnitedHealth (UNH) 0.1 $352k 690.00 510.14
Texas Instruments Incorporated (TXN) 0.1 $348k 1.9k 183.16
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $345k 2.8k 123.21
American Express Company (AXP) 0.1 $336k 1.8k 186.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $323k 718.00 449.86
Micron Technology (MU) 0.1 $312k 4.0k 78.00
Aon Shs Cl A (AON) 0.1 $301k 923.00 326.11
Lockheed Martin Corporation (LMT) 0.1 $287k 650.00 441.54
AmerisourceBergen (COR) 0.1 $278k 1.8k 154.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $274k 2.0k 137.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $274k 1.2k 228.33
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $260k 3.0k 86.44
United Parcel Service CL B (UPS) 0.1 $258k 1.2k 215.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $244k 910.00 268.13
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $234k 7.3k 31.85
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $230k 2.1k 108.29
Pepsi (PEP) 0.1 $228k 1.4k 167.89
Nordson Corporation (NDSN) 0.1 $228k 1.0k 228.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $218k 1.4k 161.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $218k 600.00 363.33
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $216k 2.8k 77.47
Hexcel Corporation (HXL) 0.1 $214k 3.6k 59.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $212k 828.00 256.04
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $210k 2.8k 76.03
Boeing Company (BA) 0.1 $210k 1.1k 191.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $208k 2.7k 78.37
JPMorgan Chase & Co. (JPM) 0.1 $208k 1.5k 136.66