Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2022

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 77 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $7.3M 53k 138.19
Waste Management (WM) 4.0 $5.8M 36k 160.22
Microsoft Corporation (MSFT) 3.2 $4.7M 20k 232.90
Broadcom (AVGO) 3.1 $4.5M 10k 443.98
Wal-Mart Stores (WMT) 3.1 $4.5M 35k 129.70
Bristol Myers Squibb (BMY) 3.0 $4.4M 62k 71.09
Telus Ord (TU) 2.8 $4.1M 204k 19.86
Analog Devices (ADI) 2.7 $3.9M 28k 139.34
Totalenergies Se Sponsored Ads (TTE) 2.6 $3.8M 83k 46.53
Pfizer (PFE) 2.6 $3.8M 87k 43.76
McDonald's Corporation (MCD) 2.5 $3.7M 16k 230.75
Us Bancorp Del Com New (USB) 2.5 $3.6M 90k 40.32
Home Depot (HD) 2.3 $3.3M 12k 275.92
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.2M 34k 95.66
Cisco Systems (CSCO) 2.2 $3.2M 80k 39.99
Amazon (AMZN) 2.2 $3.2M 28k 112.99
Verizon Communications (VZ) 2.2 $3.2M 83k 37.97
Goldman Sachs (GS) 2.1 $3.1M 11k 293.08
Corning Incorporated (GLW) 2.1 $3.1M 107k 29.02
Southern Company (SO) 2.0 $2.9M 43k 68.00
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $2.7M 76k 36.01
Comcast Corp Cl A (CMCSA) 1.8 $2.7M 92k 29.33
Johnson Ctls Intl SHS (JCI) 1.8 $2.6M 54k 49.21
Electronic Arts (EA) 1.8 $2.6M 23k 115.71
salesforce (CRM) 1.8 $2.6M 18k 143.82
Raytheon Technologies Corp (RTX) 1.8 $2.6M 32k 81.86
Bank of New York Mellon Corporation (BK) 1.7 $2.5M 65k 38.52
Medtronic SHS (MDT) 1.7 $2.5M 31k 80.75
CVS Caremark Corporation (CVS) 1.5 $2.2M 23k 95.36
Intel Corporation (INTC) 1.5 $2.2M 86k 25.77
Best Buy (BBY) 1.5 $2.2M 35k 63.33
Hasbro (HAS) 1.5 $2.1M 32k 67.42
Microchip Technology (MCHP) 1.4 $2.1M 34k 61.03
General Dynamics Corporation (GD) 1.3 $1.9M 9.1k 212.20
ConAgra Foods (CAG) 1.3 $1.9M 58k 32.63
Truist Financial Corp equities (TFC) 1.2 $1.8M 40k 43.54
Laboratory Corp Amer Hldgs Com New 1.2 $1.7M 8.2k 204.85
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $1.7M 25k 68.03
At&t (T) 1.1 $1.6M 103k 15.34
National Fuel Gas (NFG) 1.0 $1.5M 24k 61.54
Ishares Tr Global Mater Etf (MXI) 1.0 $1.5M 22k 67.85
Kraft Heinz (KHC) 1.0 $1.4M 43k 33.36
Boston Scientific Corporation (BSX) 1.0 $1.4M 36k 38.73
Expedia Group Com New (EXPE) 0.9 $1.3M 14k 93.72
Constellation Brands Cl A (STZ) 0.8 $1.2M 5.3k 229.66
Walt Disney Company (DIS) 0.8 $1.1M 12k 94.32
Capital One Financial (COF) 0.8 $1.1M 12k 92.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 4.1k 267.03
Adobe Systems Incorporated (ADBE) 0.7 $1.0M 3.8k 275.17
Ishares Tr Core S&p500 Etf (IVV) 0.7 $955k 2.7k 358.48
Bce Com New (BCE) 0.6 $920k 22k 41.94
Enbridge (ENB) 0.6 $869k 23k 37.12
Exxon Mobil Corporation (XOM) 0.5 $777k 8.9k 87.26
Lululemon Athletica (LULU) 0.5 $723k 2.6k 279.69
Servicenow (NOW) 0.5 $704k 1.9k 377.48
Warner Bros Discovery Com Ser A (WBD) 0.5 $673k 59k 11.50
Sherwin-Williams Company (SHW) 0.4 $614k 3.0k 204.67
Archer Daniels Midland Company (ADM) 0.4 $612k 7.6k 80.41
Hershey Company (HSY) 0.4 $529k 2.4k 220.42
Ishares Tr Core High Dv Etf (HDV) 0.3 $390k 4.3k 91.19
Qorvo (QRVO) 0.2 $356k 4.5k 79.41
Amgen (AMGN) 0.2 $305k 1.4k 225.26
Generation Income Pptys Com New (GIPR) 0.2 $301k 50k 6.02
Bank of America Corporation (BAC) 0.2 $286k 9.5k 30.20
Nextera Energy (NEE) 0.2 $282k 3.6k 78.33
Procter & Gamble Company (PG) 0.2 $272k 2.2k 126.39
Ishares Tr Russell 2000 Etf (IWM) 0.2 $259k 1.6k 165.18
Nuveen Insd Dividend Advantage (NVG) 0.2 $254k 22k 11.69
South State Corporation (SSB) 0.2 $232k 2.9k 79.05
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $223k 1.7k 128.46
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $215k 20k 10.59
Ishares Tr Tips Bd Etf (TIP) 0.1 $209k 2.0k 104.81
Hewlett Packard Enterprise (HPE) 0.1 $193k 16k 11.96
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $178k 16k 11.01
Valley National Ban (VLY) 0.1 $173k 16k 10.83
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $152k 12k 13.22
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $26k 50k 0.52