Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of June 30, 2023

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 77 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $9.9M 51k 193.97
Microsoft Corporation (MSFT) 4.1 $7.5M 22k 340.54
Broadcom (AVGO) 4.0 $7.4M 8.5k 867.43
Waste Management (WM) 3.4 $6.2M 36k 173.42
Wal-Mart Stores (WMT) 3.2 $5.9M 37k 157.18
Analog Devices (ADI) 2.9 $5.4M 28k 194.81
Cisco Systems (CSCO) 2.7 $4.9M 95k 51.74
Amazon (AMZN) 2.6 $4.8M 37k 130.36
McDonald's Corporation (MCD) 2.6 $4.7M 16k 298.41
Totalenergies Se Sponsored Ads (TTE) 2.6 $4.7M 81k 57.64
Telus Ord (TU) 2.3 $4.2M 217k 19.46
Alphabet Cap Stk Cl A (GOOGL) 2.3 $4.1M 35k 119.70
Bristol Myers Squibb (BMY) 2.2 $4.1M 64k 63.95
Corning Incorporated (GLW) 2.2 $4.0M 115k 35.04
Comcast Corp Cl A (CMCSA) 2.2 $4.0M 97k 41.55
Home Depot (HD) 2.2 $3.9M 13k 310.64
Goldman Sachs (GS) 2.2 $3.9M 12k 322.54
salesforce (CRM) 2.1 $3.9M 19k 211.26
Johnson Ctls Intl SHS (JCI) 2.0 $3.7M 54k 68.14
Hasbro (HAS) 1.9 $3.5M 53k 64.77
Best Buy (BBY) 1.9 $3.4M 42k 81.95
Electronic Arts (EA) 1.8 $3.3M 25k 129.70
Pfizer (PFE) 1.8 $3.2M 89k 36.68
Entergy Corporation (ETR) 1.8 $3.2M 33k 97.37
Bank of New York Mellon Corporation (BK) 1.7 $3.1M 71k 44.52
Verizon Communications (VZ) 1.7 $3.1M 83k 37.19
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $3.0M 80k 37.69
Raytheon Technologies Corp (RTX) 1.6 $3.0M 31k 97.96
Microchip Technology (MCHP) 1.6 $2.9M 33k 89.59
Us Bancorp Del Com New (USB) 1.6 $2.9M 88k 33.04
Walgreen Boots Alliance (WBA) 1.5 $2.8M 98k 28.49
Medtronic SHS (MDT) 1.5 $2.8M 32k 88.10
At&t (T) 1.4 $2.6M 164k 15.95
Kraft Heinz (KHC) 1.3 $2.4M 68k 35.50
3M Company (MMM) 1.3 $2.3M 23k 100.09
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $2.0M 24k 82.87
ConAgra Foods (CAG) 1.1 $2.0M 58k 33.72
Laboratory Corp Amer Hldgs Com New (LH) 1.1 $1.9M 8.0k 241.33
Garmin SHS (GRMN) 1.0 $1.9M 18k 104.29
Ishares Tr Global Mater Etf (MXI) 1.0 $1.9M 23k 81.85
CVS Caremark Corporation (CVS) 1.0 $1.9M 27k 69.13
General Dynamics Corporation (GD) 1.0 $1.8M 8.5k 215.15
Expedia Group Com New (EXPE) 0.9 $1.6M 14k 109.39
Capital One Financial (COF) 0.8 $1.5M 14k 109.37
Paypal Holdings (PYPL) 0.8 $1.4M 21k 66.73
National Fuel Gas (NFG) 0.8 $1.4M 28k 51.36
Constellation Brands Cl A (STZ) 0.7 $1.3M 5.2k 246.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 3.8k 341.00
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 2.5k 445.71
Servicenow (NOW) 0.6 $1.1M 2.0k 561.97
Truist Financial Corp equities (TFC) 0.6 $1.1M 36k 30.35
Lululemon Athletica (LULU) 0.6 $1.0M 2.8k 378.50
Bce Com New (BCE) 0.5 $1.0M 22k 45.59
Enbridge (ENB) 0.5 $948k 26k 37.15
Adobe Systems Incorporated (ADBE) 0.5 $924k 1.9k 488.99
Exxon Mobil Corporation (XOM) 0.5 $923k 8.6k 107.25
Dex (DXCM) 0.5 $922k 7.2k 128.51
Walt Disney Company (DIS) 0.5 $901k 10k 89.28
Sherwin-Williams Company (SHW) 0.4 $797k 3.0k 265.52
Cigna Corp (CI) 0.4 $662k 2.4k 280.60
Hershey Company (HSY) 0.3 $541k 2.2k 249.70
Ishares Tr Core High Dv Etf (HDV) 0.2 $366k 3.6k 100.79
Intel Corporation (INTC) 0.2 $346k 10k 33.44
Ishares Tr Expanded Tech (IGV) 0.2 $344k 995.00 345.91
Procter & Gamble Company (PG) 0.2 $290k 1.9k 151.74
Nuveen Insd Dividend Advantage (NVG) 0.2 $275k 24k 11.70
Bank of America Corporation (BAC) 0.1 $272k 9.5k 28.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $256k 1.4k 187.27
Nextera Energy (NEE) 0.1 $230k 3.1k 74.20
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $215k 16k 13.89
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $213k 1.3k 161.19
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $207k 19k 10.93
Generation Income Pptys Com New (GIPR) 0.1 $199k 50k 3.97
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $182k 16k 11.27
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $148k 10k 14.80
Valley National Ban (VLY) 0.1 $124k 16k 7.75
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $15k 50k 0.30