Wealth Advisors of Tampa Bay, LLC at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

Wealth Advisors of Tampa Bay, LLC on Holdings Channel

Wealth Advisors of Tampa Bay, LLC on whalewisdom