HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
16,270 | +270 | $4,778 |
| AAPL | 16,270 | +270 | $4,778 |
| US BANCORP DEL |
69,975 | -460 | $4,149 |
| USB | 69,975 | -460 | $4,149 |
| AT&T INC |
102,835 | -1,165 | $4,019 |
| T | 102,835 | -1,165 | $4,019 |
| WASTE MGMT INC DEL |
34,506 | -100 | $3,932 |
| WM | 34,506 | -100 | $3,932 |
| INTEL CORP |
60,705 | -9,389 | $3,633 |
| INTC | 60,705 | -9,389 | $3,633 |
| BRISTOL MYERS SQUIBB CO |
55,199 | +8,194 | $3,543 |
| BMY | 55,199 | +8,194 | $3,543 |
| VANGUARD INDEX FDS (VNQ) |
37,841 | +306 | $3,511 |
| VNQ | 37,841 | +306 | $3,511 |
| MICROSOFT CORP |
21,946 | -55 | $3,461 |
| MSFT | 21,946 | -55 | $3,461 |
| COMCAST CORP NEW |
76,560 | +1,059 | $3,443 |
| CMCSA | 76,560 | +1,059 | $3,443 |
| PPL CORP |
93,123 | -1,110 | $3,341 |
| PPL | 93,123 | -1,110 | $3,341 |
| ISHARES TR (IDV) |
94,880 | -1,025 | $3,185 |
| IDV | 94,880 | -1,025 | $3,185 |
| AMGEN INC |
12,899 | +80 | $3,110 |
| AMGN | 12,899 | +80 | $3,110 |
| ALPHABET INC |
2,267 | -15 | $3,036 |
| GOOGL | 2,267 | -15 | $3,036 |
| MEDTRONIC PLC |
25,405 | -115 | $2,882 |
| MDT | 25,405 | -115 | $2,882 |
| TELUS CORP |
72,373 | +250 | $2,803 |
| TU | 72,373 | +250 | $2,803 |
| CISCO SYS INC |
54,794 | -1,829 | $2,628 |
| CSCO | 54,794 | -1,829 | $2,628 |
| GENERAL MLS INC |
47,365 | -465 | $2,537 |
| GIS | 47,365 | -465 | $2,537 |
| JOHNSON CTLS INTL PLC |
57,212 | -680 | $2,329 |
| JCI | 57,212 | -680 | $2,329 |
| UNITED TECHNOLOGIES CORP |
15,010 | UNCH | $2,248 |
| UTX | 15,010 | UNCH | $2,248 |
| HOME DEPOT INC |
10,268 | +126 | $2,242 |
| HD | 10,268 | +126 | $2,242 |
| EXXON MOBIL CORP |
32,080 | -13,068 | $2,239 |
| XOM | 32,080 | -13,068 | $2,239 |
| PROCTER & GAMBLE CO |
17,752 | UNCH | $2,217 |
| PG | 17,752 | UNCH | $2,217 |
| NEWELL BRANDS INC |
114,774 | -98,231 | $2,206 |
| NWL | 114,774 | -98,231 | $2,206 |
| CONAGRA BRANDS INC |
60,396 | +500 | $2,068 |
| CAG | 60,396 | +500 | $2,068 |
| CVS HEALTH CORP |
27,054 | -394 | $2,010 |
| CVS | 27,054 | -394 | $2,010 |
| CDN IMPERIAL BK COMM TORONTO |
24,142 | -90 | $2,009 |
| CM | 24,142 | -90 | $2,009 |
| INTERPUBLIC GROUP COS INC |
84,487 | -765 | $1,952 |
| IPG | 84,487 | -765 | $1,952 |
| SALESFORCE COM INC |
11,851 | +629 | $1,927 |
| CRM | 11,851 | +629 | $1,927 |
| ANALOG DEVICES INC |
16,205 | -180 | $1,926 |
| ADI | 16,205 | -180 | $1,926 |
| AMAZON COM INC |
1,022 | UNCH | $1,888 |
| AMZN | 1,022 | UNCH | $1,888 |
| LABORATORY CORP AMER HLDGS |
10,565 | UNCH | $1,787 |
| LH | 10,565 | UNCH | $1,787 |
| TRUIST FINL CORP |
30,034 | +30,034 | $1,692 |
| TFC | 30,034 | +30,034 | $1,692 |
| SELECT SECTOR SPDR TR (XLB) |
23,045 | -150 | $1,415 |
| XLB | 23,045 | -150 | $1,415 |
| MICROCHIP TECHNOLOGY INC |
12,023 | -47 | $1,259 |
| MCHP | 12,023 | -47 | $1,259 |
| GLAXOSMITHKLINE PLC |
25,263 | -362 | $1,187 |
| GSK | 25,263 | -362 | $1,187 |
| PRUDENTIAL FINL INC |
12,027 | -2,053 | $1,127 |
| PRU | 12,027 | -2,053 | $1,127 |
| ISHARES TR (IVV) |
3,425 | -180 | $1,107 |
| IVV | 3,425 | -180 | $1,107 |
| GOODYEAR TIRE & RUBR CO |
64,865 | -80,500 | $1,009 |
| GT | 64,865 | -80,500 | $1,009 |
| PHILLIPS 66 |
8,860 | UNCH | $987 |
| PSX | 8,860 | UNCH | $987 |
| POLARIS INC |
9,325 | -370 | $948 |
| PII | 9,325 | -370 | $948 |
 BERKSHIRE HATHAWAY INC DEL |
$822 | ||
| BRK.B | 3,627 | UNCH | $822 |
| NUVEEN AMT FREE QLTY MUN INC |
57,128 | UNCH | $822 |
| NEA | 57,128 | UNCH | $822 |
| ENBRIDGE INC |
20,585 | UNCH | $819 |
| ENB | 20,585 | UNCH | $819 |
| GENERAL DYNAMICS CORP |
3,940 | -3,970 | $695 |
| GD | 3,940 | -3,970 | $695 |
| SSGA ACTIVE ETF TR (ULST) |
16,172 | +4,575 | $653 |
| ULST | 16,172 | +4,575 | $653 |
| COGNIZANT TECHNOLOGY SOLUTIO |
10,394 | -9,061 | $645 |
| CTSH | 10,394 | -9,061 | $645 |
| ALASKA AIR GROUP INC |
9,060 | UNCH | $614 |
| ALK | 9,060 | UNCH | $614 |
| SHERWIN WILLIAMS CO |
1,000 | UNCH | $584 |
| SHW | 1,000 | UNCH | $584 |
| HSBC HLDGS PLC |
13,485 | -28,840 | $527 |
| HSBC | 13,485 | -28,840 | $527 |
| ISHARES TR (TIP) |
4,267 | -40 | $497 |
| TIP | 4,267 | -40 | $497 |
See Full List: All Stocks Held By Wealth Advisors of Tampa Bay LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Advisors of Tampa Bay LLC
|
Size ($ in 1000's)
At 12/31/2019: $108,567 At 09/30/2019: $120,500 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 |
