HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
16,245 | -25 | $4,131 |
| AAPL | 16,245 | -25 | $4,131 |
| MICROSOFT CORP |
21,971 | +25 | $3,465 |
| MSFT | 21,971 | +25 | $3,465 |
| INTEL CORP |
60,959 | +254 | $3,299 |
| INTC | 60,959 | +254 | $3,299 |
| WASTE MGMT INC DEL |
34,956 | +450 | $3,236 |
| WM | 34,956 | +450 | $3,236 |
| BRISTOL MYERS SQUIBB CO |
57,558 | +2,359 | $3,208 |
| BMY | 57,558 | +2,359 | $3,208 |
| AT&T INC |
101,952 | -883 | $2,972 |
| T | 101,952 | -883 | $2,972 |
| ALPHABET INC |
2,287 | +20 | $2,657 |
| GOOGL | 2,287 | +20 | $2,657 |
| AMGEN INC |
13,040 | +141 | $2,644 |
| AMGN | 13,040 | +141 | $2,644 |
| COMCAST CORP NEW |
76,315 | -245 | $2,624 |
| CMCSA | 76,315 | -245 | $2,624 |
| GENERAL MLS INC |
47,443 | +78 | $2,504 |
| GIS | 47,443 | +78 | $2,504 |
| US BANCORP DEL |
70,775 | +800 | $2,438 |
| USB | 70,775 | +800 | $2,438 |
| MEDTRONIC PLC |
25,517 | +112 | $2,301 |
| MDT | 25,517 | +112 | $2,301 |
| PPL CORP |
92,875 | -248 | $2,292 |
| PPL | 92,875 | -248 | $2,292 |
| TELUS CORPORATION |
144,884 | +72,511 | $2,286 |
| TU | 144,884 | +72,511 | $2,286 |
| PFIZER INC |
69,549 | +69,549 | $2,270 |
| PFE | 69,549 | +69,549 | $2,270 |
| CISCO SYS INC |
55,790 | +996 | $2,193 |
| CSCO | 55,790 | +996 | $2,193 |
| ISHARES TR (IDV) |
94,088 | -792 | $2,126 |
| IDV | 94,088 | -792 | $2,126 |
| PROCTER & GAMBLE CO |
18,260 | +508 | $2,009 |
| PG | 18,260 | +508 | $2,009 |
| AMAZON COM INC |
1,006 | -16 | $1,961 |
| AMZN | 1,006 | -16 | $1,961 |
| HOME DEPOT INC |
10,468 | +200 | $1,954 |
| HD | 10,468 | +200 | $1,954 |
| CONAGRA BRANDS INC |
61,802 | +1,406 | $1,813 |
| CAG | 61,802 | +1,406 | $1,813 |
| SALESFORCE COM INC |
11,736 | -115 | $1,690 |
| CRM | 11,736 | -115 | $1,690 |
| CVS HEALTH CORP |
27,596 | +542 | $1,637 |
| CVS | 27,596 | +542 | $1,637 |
| JOHNSON CTLS INTL PLC |
58,013 | +801 | $1,564 |
| JCI | 58,013 | +801 | $1,564 |
| CORNING INC |
74,351 | +74,351 | $1,527 |
| GLW | 74,351 | +74,351 | $1,527 |
| BANK NEW YORK MELLON CORP |
43,728 | +43,728 | $1,473 |
| BK | 43,728 | +43,728 | $1,473 |
| ELECTRONIC ARTS INC |
14,544 | +14,544 | $1,457 |
| EA | 14,544 | +14,544 | $1,457 |
| ANALOG DEVICES INC |
16,246 | +41 | $1,456 |
| ADI | 16,246 | +41 | $1,456 |
| UNITED TECHNOLOGIES CORP |
14,901 | -109 | $1,406 |
| UTX | 14,901 | -109 | $1,406 |
| INTERPUBLIC GROUP COS INC |
84,487 | UNCH | $1,368 |
| IPG | 84,487 | UNCH | $1,368 |
| LABORATORY CORP AMER HLDGS |
10,565 | UNCH | $1,335 |
| LH | 10,565 | UNCH | $1,335 |
| EXXON MOBIL CORP |
34,927 | +2,847 | $1,326 |
| XOM | 34,927 | +2,847 | $1,326 |
| VMWARE INC |
10,309 | +10,309 | $1,248 |
| VMW | 10,309 | +10,309 | $1,248 |
| GENERAL DYNAMICS CORP |
8,280 | +4,340 | $1,096 |
| GD | 8,280 | +4,340 | $1,096 |
| SELECT SECTOR SPDR TR (XLB) |
24,045 | +1,000 | $1,083 |
| XLB | 24,045 | +1,000 | $1,083 |
| GLAXOSMITHKLINE PLC |
27,066 | +1,803 | $1,026 |
| GSK | 27,066 | +1,803 | $1,026 |
| CONSTELLATION BRANDS INC |
6,776 | +6,776 | $971 |
| STZ | 6,776 | +6,776 | $971 |
| TRUIST FINL CORP |
30,034 | UNCH | $926 |
| TFC | 30,034 | UNCH | $926 |
| ISHARES TR (IVV) |
3,294 | -131 | $851 |
| IVV | 3,294 | -131 | $851 |
| NATIONAL FUEL GAS CO N J |
22,157 | +22,157 | $826 |
| NFG | 22,157 | +22,157 | $826 |
| MICROCHIP TECHNOLOGY INC |
11,823 | -200 | $802 |
| MCHP | 11,823 | -200 | $802 |
| NUVEEN AMT FREE QLTY MUN INC |
55,288 | -1,840 | $749 |
| NEA | 55,288 | -1,840 | $749 |
 BERKSHIRE HATHAWAY INC DEL |
$663 | ||
| BRK.B | 3,627 | UNCH | $663 |
| ISHARES TR (SHV) |
5,900 | +5,900 | $655 |
| SHV | 5,900 | +5,900 | $655 |
| PRUDENTIAL FINL INC |
12,027 | UNCH | $627 |
| PRU | 12,027 | UNCH | $627 |
| ENBRIDGE INC |
20,898 | +313 | $608 |
| ENB | 20,898 | +313 | $608 |
| ISHARES TR (TIP) |
4,310 | +43 | $508 |
| TIP | 4,310 | +43 | $508 |
| COGNIZANT TECHNOLOGY SOLUTIO |
10,662 | +268 | $495 |
| CTSH | 10,662 | +268 | $495 |
| PHILLIPS 66 |
8,860 | UNCH | $475 |
| PSX | 8,860 | UNCH | $475 |
| SHERWIN WILLIAMS CO |
1,000 | UNCH | $460 |
| SHW | 1,000 | UNCH | $460 |
See Full List: All Stocks Held By Wealth Advisors of Tampa Bay LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Advisors of Tampa Bay LLC
|
Size ($ in 1000's)
At 03/31/2020: $89,249 At 12/31/2019: $108,567 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 |
