13F-HR filed by Wealth Advisors of Tampa Bay, LLC
Wealth Advisors of Tampa Bay, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-01-23, with 61 holding rows worth $108,567,000.
- Accession
- 0001085146-20-000274
- Filer
- CIK 1715228
- Filed
- 2020-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 61 entries on the cover page, a total value of $108,567,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $108,567,000 with VALUE read as thousands by filing date, 13F file number 028-18283. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 16,270 | $4,778,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 69,975 | $4,149,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 102,835 | $4,019,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 34,506 | $3,932,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 60,705 | $3,633,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 55,199 | $3,543,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 37,841 | $3,511,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 21,946 | $3,461,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 76,560 | $3,443,000 | thousands by filing date | |
| PPL CORP COM | 69351T106 | Stock | 93,123 | $3,341,000 | thousands by filing date | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 94,880 | $3,185,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 12,899 | $3,110,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,267 | $3,036,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 25,405 | $2,882,000 | thousands by filing date | |
| TELUS CORPORATION COM | 87971M103 | Stock | 72,373 | $2,803,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 54,794 | $2,628,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 47,365 | $2,537,000 | thousands by filing date | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 57,212 | $2,329,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 15,010 | $2,248,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 10,268 | $2,242,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 32,080 | $2,239,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 17,752 | $2,217,000 | thousands by filing date | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 114,774 | $2,206,000 | thousands by filing date | |
| CONAGRA FOODS INC | 205887102 | COM | 60,396 | $2,068,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 27,054 | $2,010,000 | thousands by filing date | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 24,142 | $2,009,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 84,487 | $1,952,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 11,851 | $1,927,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 16,205 | $1,926,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 1,022 | $1,888,000 | thousands by filing date | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 10,565 | $1,787,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 30,034 | $1,692,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 23,045 | $1,415,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 12,023 | $1,259,000 | thousands by filing date | |
| GLAXOSMITHKLINE PLC-ADR | 37733W105 | SPONSORED ADR | 25,263 | $1,187,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 12,027 | $1,127,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,425 | $1,107,000 | thousands by filing date | |
| GOODYEAR TIRE & RUBBER CO | 382550101 | COM | 64,865 | $1,009,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 8,860 | $987,000 | thousands by filing date | |
| POLARIS INC COM | 731068102 | Stock | 9,325 | $948,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,627 | $822,000 | thousands by filing date | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 57,128 | $822,000 | thousands by filing date | |
| ENBRIDGE INC COM | 29250N105 | Stock | 20,585 | $819,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 3,940 | $695,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V707 | ST STR UL BD ETF | 16,172 | $653,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 10,394 | $645,000 | thousands by filing date | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 9,060 | $614,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,000 | $584,000 | thousands by filing date | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 13,485 | $527,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 4,267 | $497,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 3,425 | $495,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 4,530 | $444,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 12,445 | $438,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 4,023 | $430,000 | thousands by filing date | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 23,169 | $386,000 | thousands by filing date | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 25,451 | $372,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 1,495 | $362,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 2,400 | $353,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 5,495 | $335,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED BUY-WR | 27828X100 | COM | 19,554 | $321,000 | thousands by filing date | |
| VALLEY NATL BANCORP | 919794107 | COM | 15,979 | $183,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-20-000274 | this filing | 2020-01-23 | acceptance time not in the bulk data set |