Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2023

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 98 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $17M 101k 171.21
Microsoft Corporation (MSFT) 3.8 $14M 43k 315.75
Broadcom (AVGO) 3.8 $14M 17k 830.58
Wal-Mart Stores (WMT) 3.2 $12M 73k 159.93
Waste Management (WM) 3.0 $11M 71k 152.44
Cisco Systems (CSCO) 2.8 $10M 190k 53.76
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 2.7 $10M 200k 49.90
Analog Devices (ADI) 2.6 $9.6M 55k 175.09
Totalenergies Se Sponsored Ads (TTE) 2.6 $9.4M 144k 65.76
Amazon (AMZN) 2.6 $9.3M 73k 127.12
Alphabet Cap Stk Cl A (GOOGL) 2.4 $8.7M 67k 130.86
Comcast Corp Cl A (CMCSA) 2.4 $8.6M 193k 44.34
McDonald's Corporation (MCD) 2.3 $8.3M 32k 263.44
Goldman Sachs (GS) 2.1 $7.8M 24k 323.57
Home Depot (HD) 2.1 $7.6M 25k 302.16
salesforce (CRM) 2.1 $7.5M 37k 202.78
Bristol Myers Squibb (BMY) 2.0 $7.4M 128k 58.04
Telus Ord (TU) 2.0 $7.4M 454k 16.34
Corning Incorporated (GLW) 2.0 $7.2M 235k 30.47
Hasbro (HAS) 1.9 $7.0M 106k 66.14
Electronic Arts (EA) 1.8 $6.5M 54k 120.40
Pfizer (PFE) 1.7 $6.2M 188k 33.17
Entergy Corporation (ETR) 1.7 $6.1M 66k 92.50
Bank of New York Mellon Corporation (BK) 1.7 $6.0M 141k 42.65
Best Buy (BBY) 1.6 $6.0M 86k 69.47
Johnson Ctls Intl SHS (JCI) 1.6 $5.8M 110k 53.21
Us Bancorp Del Com New (USB) 1.6 $5.8M 176k 33.06
Verizon Communications (VZ) 1.5 $5.6M 174k 32.41
At&t (T) 1.5 $5.6M 373k 15.02
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.5 $5.5M 162k 34.07
3M Company (MMM) 1.5 $5.3M 56k 93.62
Garmin SHS (GRMN) 1.4 $5.3M 50k 105.20
Microchip Technology (MCHP) 1.4 $5.1M 65k 78.05
Medtronic SHS (MDT) 1.4 $5.1M 65k 78.36
Kraft Heinz (KHC) 1.4 $5.0M 148k 33.64
Walgreen Boots Alliance (WBA) 1.3 $4.6M 208k 22.24
Raytheon Technologies Corp (RTX) 1.2 $4.5M 63k 71.97
Select Sector Spdr Tr Sbi Materials (XLB) 1.1 $3.9M 49k 78.55
CVS Caremark Corporation (CVS) 1.0 $3.8M 54k 69.82
General Dynamics Corporation (GD) 1.0 $3.8M 17k 220.97
Ishares Tr Global Mater Etf (MXI) 1.0 $3.7M 47k 78.50
ConAgra Foods (CAG) 1.0 $3.5M 126k 27.42
Laboratory Corp Amer Hldgs Com New (LH) 0.9 $3.2M 16k 201.05
Expedia Group Com New (EXPE) 0.8 $3.0M 29k 103.07
National Fuel Gas (NFG) 0.8 $2.9M 55k 51.91
Paypal Holdings (PYPL) 0.8 $2.8M 48k 58.46
Capital One Financial (COF) 0.8 $2.7M 28k 97.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.6M 7.5k 350.30
Truist Financial Corp equities (TFC) 0.7 $2.6M 91k 28.61
Dex (DXCM) 0.7 $2.5M 26k 93.30
Cigna Corp (CI) 0.6 $2.2M 7.7k 286.07
Servicenow (NOW) 0.6 $2.2M 3.9k 558.96
Pepsi (PEP) 0.6 $2.2M 13k 169.44
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.2M 5.0k 429.43
Lululemon Athletica (LULU) 0.6 $2.1M 5.5k 385.61
Exxon Mobil Corporation (XOM) 0.5 $2.0M 17k 117.58
Adobe Systems Incorporated (ADBE) 0.5 $2.0M 3.9k 509.90
Enbridge (ENB) 0.5 $1.8M 53k 33.19
Bce Com New (BCE) 0.5 $1.7M 44k 38.17
Walt Disney Company (DIS) 0.5 $1.7M 21k 81.05
Sherwin-Williams Company (SHW) 0.4 $1.5M 6.0k 255.05
Uber Technologies (UBER) 0.3 $1.1M 24k 45.99
Hershey Company (HSY) 0.2 $866k 4.3k 200.08
Crowdstrike Hldgs Cl A (CRWD) 0.2 $776k 4.6k 167.38
Ishares Tr Core High Dv Etf (HDV) 0.2 $718k 7.3k 98.89
Ishares Tr Expanded Tech (IGV) 0.2 $680k 2.0k 341.26
Procter & Gamble Company (PG) 0.1 $535k 3.7k 145.86
Nuveen Insd Dividend Advantage (NVG) 0.1 $484k 47k 10.31
Ishares Tr Russell 2000 Etf (IWM) 0.1 $474k 2.7k 176.74
Bank of America Corporation (BAC) 0.1 $453k 17k 27.38
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $432k 27k 16.05
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $406k 2.6k 153.84
South State Corporation (SSB) 0.1 $395k 5.9k 67.36
Generation Income Pptys Com New (GIPR) 0.1 $386k 100k 3.85
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $367k 38k 9.68
Nextera Energy (NEE) 0.1 $355k 6.2k 57.29
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $352k 28k 12.61
MPLX Com Unit Rep Ltd (MPLX) 0.1 $349k 9.8k 35.57
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $328k 32k 10.14
Enterprise Products Partners (EPD) 0.1 $322k 12k 27.37
Select Sector Spdr Tr Technology (XLK) 0.1 $312k 1.9k 163.93
AmerisourceBergen (COR) 0.1 $288k 1.6k 179.97
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $279k 3.4k 81.41
Ishares Tr Short Treas Bd (SHV) 0.1 $274k 2.5k 110.47
Valley National Ban (VLY) 0.1 $274k 32k 8.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $272k 1.3k 212.41
Micron Technology (MU) 0.1 $272k 4.0k 68.03
Crown Castle Intl (CCI) 0.1 $266k 2.9k 92.03
Dominion Resources (D) 0.1 $259k 5.8k 44.67
UnitedHealth (UNH) 0.1 $237k 470.00 504.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $227k 1.4k 160.98
Nordson Corporation (NDSN) 0.1 $223k 1.0k 223.17
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $212k 2.2k 94.33
Select Sector Spdr Tr Indl (XLI) 0.1 $209k 2.1k 101.38
Altria (MO) 0.1 $208k 4.9k 42.05
W.W. Grainger (GWW) 0.1 $208k 300.00 691.84
JPMorgan Chase & Co. (JPM) 0.1 $203k 1.4k 145.02
Generation Income Pptys *w Exp 09/03/202 (GIPRW) 0.0 $47k 100k 0.47