Filling information for Wealth Advisors of Tampa Bay, LLC as Treemap, investor disclosed 76 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 728351 | 1890 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 3629719 | 34992 | |
023135106 | 023135106 | AMAZON COM INC | COM | 3801176 | 36801 | |
032654105 | 032654105 | ANALOG DEVICES INC | COM | 5583502 | 28311 | |
037833100 | 037833100 | APPLE INC | COM | 8819844 | 53486 | |
00206R102 | 00206R102 | AT&T INC | COM | 3077451 | 159867 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 270842 | 9470 | |
064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 3068335 | 67525 | |
05534B760 | 05534B760 | BCE INC | COM NEW | 985738 | 22008 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1158505 | 3752 | |
086516101 | 086516101 | BEST BUY INC | COM | 3115939 | 39810 | |
101137107 | 101137107 | BOSTON SCIENTIFIC CORP | COM | 1731590 | 34611 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 4418586 | 63751 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 6514844 | 10155 | |
14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 1307774 | 13600 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 4987463 | 95408 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 3666473 | 96715 | |
205887102 | 205887102 | CONAGRA BRANDS INC | COM | 2174649 | 57898 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 1182760 | 5236 | |
219350105 | 219350105 | CORNING INC | COM | 3981913 | 112866 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 1935556 | 26047 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 1010212 | 10089 | |
27828X100 | 27828X100 | EATON VANCE TAX MNGED BUY WR | COM | 217622 | 16676 | |
285512109 | 285512109 | ELECTRONIC ARTS INC | COM | 3023420 | 25101 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 992206 | 26008 | |
30212P303 | 30212P303 | EXPEDIA GROUP INC | COM NEW | 1362303 | 14040 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 959964 | 8754 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 1937048 | 8488 | |
37149D113 | 37149D113 | GENERATION INCOME PPTYS INC | *W EXP 09/03/202 | 20250 | 50000 | |
37149D204 | 37149D204 | GENERATION INCOME PPTYS INC | COM NEW | 225000 | 50000 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 3984528 | 12181 | |
418056107 | 418056107 | HASBRO INC | COM | 2849815 | 53079 | |
427866108 | 427866108 | HERSHEY CO | COM | 550798 | 2165 | |
42824C109 | 42824C109 | HEWLETT PACKARD ENTERPRISE C | COM | 262701 | 16491 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 3786983 | 12832 | |
458140100 | 458140100 | INTEL CORP | COM | 3086605 | 94478 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 369229 | 3632 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1029344 | 2504 | |
464287515 | 464287515 | ISHARES TR | EXPANDED TECH | 361374 | 1186 | |
464288695 | 464288695 | ISHARES TR | GLOBAL MATER ETF | 1948939 | 23292 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 281158 | 1576 | |
464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 242968 | 1601 | |
464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 212160 | 1920 | |
G51502105 | G51502105 | JOHNSON CTLS INTL PLC | SHS | 3240564 | 53812 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 2544808 | 65808 | |
50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 1880329 | 8196 | |
550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 1268110 | 3482 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 4472083 | 15994 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 2557193 | 31719 | |
595017104 | 595017104 | MICROCHIP TECHNOLOGY INC. | COM | 2798755 | 33406 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 6585366 | 22842 | |
636180101 | 636180101 | NATIONAL FUEL GAS CO | COM | 1500143 | 25981 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 262072 | 3400 | |
67071L106 | 67071L106 | NUVEEN AMT FREE MUN CR INC F | COM | 276760 | 23494 | |
670657105 | 670657105 | NUVEEN AMT FREE QLTY MUN INC | COM | 210880 | 18964 | |
67066V101 | 67066V101 | NUVEEN QUALITY MUNCP INCOME | COM | 186348 | 16162 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 1493742 | 19670 | |
717081103 | 717081103 | PFIZER INC | COM | 3582526 | 87807 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 284443 | 1913 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 3008512 | 30721 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 3699334 | 18517 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 3015228 | 80664 | |
81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 1969475 | 24417 | |
81762P102 | 81762P102 | SERVICENOW INC | COM | 915963 | 1971 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 674310 | 3000 | |
842587107 | 842587107 | SOUTHERN CO | COM | 3562501 | 51200 | |
840441109 | 840441109 | SOUTHSTATE CORPORATION | COM | 209148 | 2935 | |
87971M103 | 87971M103 | TELUS CORPORATION | COM | 4299694 | 216500 | |
89151E109 | 89151E109 | TOTALENERGIES SE | SPONSORED ADS | 4826464 | 81735 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 1013009 | 29707 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 2896771 | 80354 | |
919794107 | 919794107 | VALLEY NATL BANCORP | COM | 147646 | 15979 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 3056257 | 78587 | |
931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 1945992 | 56275 | |
931142103 | 931142103 | WALMART INC | COM | 5525261 | 37472 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 5992427 | 36725 |