Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of March 31, 2023

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 76 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $8.8M 54k 164.90
Microsoft Corporation (MSFT) 3.8 $6.6M 23k 288.30
Broadcom (AVGO) 3.7 $6.5M 10k 641.54
Waste Management (WM) 3.4 $6.0M 37k 163.17
Analog Devices (ADI) 3.2 $5.6M 28k 197.22
Wal-Mart Stores (WMT) 3.2 $5.5M 38k 147.45
Cisco Systems (CSCO) 2.9 $5.0M 95k 52.28
Totalenergies Se Sponsored Ads (TTE) 2.8 $4.8M 82k 59.05
McDonald's Corporation (MCD) 2.6 $4.5M 16k 279.61
Bristol Myers Squibb (BMY) 2.5 $4.4M 64k 69.31
Telus Ord (TU) 2.5 $4.3M 217k 19.86
Goldman Sachs (GS) 2.3 $4.0M 12k 327.11
Corning Incorporated (GLW) 2.3 $4.0M 113k 35.28
Amazon (AMZN) 2.2 $3.8M 37k 103.29
Home Depot (HD) 2.2 $3.8M 13k 295.12
salesforce (CRM) 2.1 $3.7M 19k 199.78
Comcast Corp Cl A (CMCSA) 2.1 $3.7M 97k 37.91
Alphabet Cap Stk Cl A (GOOGL) 2.1 $3.6M 35k 103.73
Pfizer (PFE) 2.0 $3.6M 88k 40.80
Southern Company (SO) 2.0 $3.6M 51k 69.58
Johnson Ctls Intl SHS (JCI) 1.9 $3.2M 54k 60.22
Best Buy (BBY) 1.8 $3.1M 40k 78.27
Intel Corporation (INTC) 1.8 $3.1M 95k 32.67
At&t (T) 1.8 $3.1M 160k 19.25
Bank of New York Mellon Corporation (BK) 1.8 $3.1M 68k 45.44
Verizon Communications (VZ) 1.7 $3.1M 79k 38.89
Electronic Arts (EA) 1.7 $3.0M 25k 120.45
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $3.0M 81k 37.38
Raytheon Technologies Corp (RTX) 1.7 $3.0M 31k 97.93
Us Bancorp Del Com New (USB) 1.7 $2.9M 80k 36.05
Hasbro (HAS) 1.6 $2.8M 53k 53.69
Microchip Technology (MCHP) 1.6 $2.8M 33k 83.78
Medtronic SHS (MDT) 1.5 $2.6M 32k 80.62
Kraft Heinz (KHC) 1.5 $2.5M 66k 38.67
ConAgra Foods (CAG) 1.2 $2.2M 58k 37.56
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $2.0M 24k 80.66
Ishares Tr Global Mater Etf (MXI) 1.1 $1.9M 23k 83.67
Walgreen Boots Alliance (WBA) 1.1 $1.9M 56k 34.58
General Dynamics Corporation (GD) 1.1 $1.9M 8.5k 228.21
CVS Caremark Corporation (CVS) 1.1 $1.9M 26k 74.31
Laboratory Corp Amer Hldgs Com New 1.1 $1.9M 8.2k 229.42
Boston Scientific Corporation (BSX) 1.0 $1.7M 35k 50.03
National Fuel Gas (NFG) 0.9 $1.5M 26k 57.74
Paypal Holdings (PYPL) 0.9 $1.5M 20k 75.94
Expedia Group Com New (EXPE) 0.8 $1.4M 14k 97.03
Capital One Financial (COF) 0.7 $1.3M 14k 96.16
Lululemon Athletica (LULU) 0.7 $1.3M 3.5k 364.19
Constellation Brands Cl A (STZ) 0.7 $1.2M 5.2k 225.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.2M 3.8k 308.77
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.0M 2.5k 411.08
Truist Financial Corp equities (TFC) 0.6 $1.0M 30k 34.10
Walt Disney Company (DIS) 0.6 $1.0M 10k 100.13
Enbridge (ENB) 0.6 $992k 26k 38.15
Bce Com New (BCE) 0.6 $986k 22k 44.79
Exxon Mobil Corporation (XOM) 0.5 $960k 8.8k 109.66
Servicenow (NOW) 0.5 $916k 2.0k 464.72
Adobe Systems Incorporated (ADBE) 0.4 $728k 1.9k 385.37
Sherwin-Williams Company (SHW) 0.4 $674k 3.0k 224.77
Hershey Company (HSY) 0.3 $551k 2.2k 254.41
Ishares Tr Core High Dv Etf (HDV) 0.2 $369k 3.6k 101.66
Ishares Tr Expanded Tech (IGV) 0.2 $361k 1.2k 304.70
Procter & Gamble Company (PG) 0.2 $284k 1.9k 148.69
Ishares Tr Russell 2000 Etf (IWM) 0.2 $281k 1.6k 178.40
Nuveen Insd Dividend Advantage (NVG) 0.2 $277k 24k 11.78
Bank of America Corporation (BAC) 0.2 $271k 9.5k 28.60
Hewlett Packard Enterprise (HPE) 0.2 $263k 17k 15.93
Nextera Energy (NEE) 0.1 $262k 3.4k 77.08
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $243k 1.6k 151.76
Generation Income Pptys Com New (GIPR) 0.1 $225k 50k 4.50
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $218k 17k 13.05
Ishares Tr Short Treas Bd (SHV) 0.1 $212k 1.9k 110.50
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $211k 19k 11.12
South State Corporation (SSB) 0.1 $209k 2.9k 71.26
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $186k 16k 11.53
Valley National Ban (VLY) 0.1 $148k 16k 9.24
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $20k 50k 0.41