Holdings Channel
Size ($ in 1000's)
At 06/30/2019: $137,791
At 03/31/2019: $137,860

Wealth Advisors of Tampa Bay LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Advisors of Tampa Bay LLC 13F filings. Link to 13F filings: SEC filings

Wealth Advisors of Tampa Bay LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
PROCTER AND GAMBLE CO 45,762 -11,209 $5,018
     PG45,762-11,209$5,018
WASTE MGMT INC DEL 39,591 -13,563 $4,568
     WM39,591-13,563$4,568
VANGUARD INDEX FDS (VNQ) 50,526 -1,820 $4,416
     VNQ50,526-1,820$4,416
AT&T INC 123,043 -18,193 $4,123
     T123,043-18,193$4,123
US BANCORP DEL 78,435 +78,435 $4,110
     USB78,435+78,435$4,110
INTEL CORP 80,307 +2,178 $3,844
     INTC80,307+2,178$3,844
EXXON MOBIL CORP 49,464 -7,061 $3,790
     XOM49,464-7,061$3,790
NEWELL BRANDS INC 240,227 -762 $3,704
     NWL240,227-762$3,704
WESTPAC BKG CORP 181,155 -2,625 $3,610
     WBK181,155-2,625$3,610
APPLE INC 18,191 -99 $3,600
     AAPL18,191-99$3,600
COMCAST CORP NEW 84,116 -19,155 $3,556
     CMCSA84,116-19,155$3,556
ANALOG DEVICES INC 30,795 -995 $3,476
     ADI30,795-995$3,476
PPL CORP 109,696 -29,728 $3,402
     PPL109,696-29,728$3,402
CISCO SYS INC 60,161 -10,955 $3,293
     CSCO60,161-10,955$3,293
MICROSOFT CORP 24,458 -6,100 $3,276
     MSFT24,458-6,100$3,276
ISHARES TR (IDV) 106,300 -1,707 $3,266
     IDV106,300-1,707$3,266
TORTOISE ENERGY INFRA CORP 142,572 -2,331 $3,215
     TYG142,572-2,331$3,215
GENERAL MLS INC 53,922 -2,015 $2,832
     GIS53,922-2,015$2,832
MEDTRONIC PLC 29,009 +1,920 $2,825
     MDT29,009+1,920$2,825
JOHNSON CTLS INTL PLC 68,359 -2,004 $2,824
     JCI68,359-2,004$2,824
H & E EQUIPMENT SERVICES INC 93,673 -2,375 $2,725
     HEES93,673-2,375$2,725
AMGEN INC 14,619 +14,619 $2,694
     AMGN14,619+14,619$2,694
ALPHABET INC 2,488 -10 $2,694
     GOOGL2,488-10$2,694
APPLIED MATLS INC 59,395 -615 $2,667
     AMAT59,395-615$2,667
TELUS CORP 72,240 +4,200 $2,666
     TU72,240+4,200$2,666
GOODYEAR TIRE & RUBR CO 167,957 -563 $2,570
     GT167,957-563$2,570
BRISTOL MYERS SQUIBB CO 53,260 +9,065 $2,415
     BMY53,260+9,065$2,415
CARDINAL HEALTH INC 48,485 -830 $2,284
     CAH48,485-830$2,284
HOME DEPOT INC 10,582 -25 $2,201
     HD10,582-25$2,201
CDN IMPERIAL BK COMM TORONTO 27,410 -245 $2,153
     CM27,410-245$2,153
INTERPUBLIC GROUP COS INC 94,914 -1,593 $2,144
     IPG94,914-1,593$2,144
AMAZON COM INC 1,103 -775 $2,089
     AMZN1,103-775$2,089
HSBC HLDGS PLC 49,440 -635 $2,064
     HSBC49,440-635$2,064
UNITED TECHNOLOGIES CORP 15,161 -402 $1,974
     UTX15,161-402$1,974
LABORATORY CORP AMER HLDGS 10,905 +1,615 $1,885
     LH10,905+1,615$1,885
SALESFORCE COM INC 11,252 -1,873 $1,707
     CRM11,252-1,873$1,707
CVS HEALTH CORP 30,086 +4,860 $1,639
     CVS30,086+4,860$1,639
CONAGRA BRANDS INC 59,255 -980 $1,571
     CAG59,255-980$1,571
GENERAL DYNAMICS CORP 8,435 +395 $1,534
     GD8,435+395$1,534
SUNTRUST BKS INC 23,876 +1,865 $1,501
     STI23,876+1,865$1,501
PRUDENTIAL FINL INC 14,619 -360 $1,477
     PRU14,619-360$1,477
SELECT SECTOR SPDR TR (XLB) 24,745 -85 $1,448
     XLB24,745-85$1,448
DXC TECHNOLOGY CO 26,232 +130 $1,447
     DXC26,232+130$1,447
COGNIZANT TECHNOLOGY SOLUTIO 19,385 -90 $1,229
     CTSH19,385-90$1,229
ISHARES TR (IVV) 3,605 -593 $1,063
     IVV3,605-593$1,063
GLAXOSMITHKLINE PLC 26,445 +26,445 $1,058
     GSK26,445+26,445$1,058
MICROCHIP TECHNOLOGY INC 12,045 -105 $1,044
     MCHP12,045-105$1,044
COLGATE PALMOLIVE CO 13,483 -514 $966
     CL13,483-514$966
POLARIS INDS INC 10,055 -465 $917
     PII10,055-465$917
CELGENE CORP 9,651 -9,980 $892
     CELG9,651-9,980$892

See Full List: All Stocks Held By Wealth Advisors of Tampa Bay LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth Advisors of Tampa Bay LLC

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