$138 Million is the total value of Wealth Advisors of Tampa Bay, LLC's 69 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WBK | New | WESTPAC BKG CORPsponsored adr | $3,400,000 | – | 183,780 | +100.0% | 2.47% | – |
| GT | New | GOODYEAR TIRE & RUBR CO | $3,059,000 | – | 168,520 | +100.0% | 2.22% | – |
| TU | New | TELUS CORP | $2,520,000 | – | 68,040 | +100.0% | 1.83% | – |
| AMAT | New | APPLIED MATLS INC | $2,380,000 | – | 60,010 | +100.0% | 1.73% | – |
| CAH | New | CARDINAL HEALTH INC | $2,375,000 | – | 49,315 | +100.0% | 1.72% | – |
| CAG | New | CONAGRA BRANDS INC | $1,671,000 | – | 60,235 | +100.0% | 1.21% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $1,421,000 | – | 9,290 | +100.0% | 1.03% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,411,000 | – | 19,475 | +100.0% | 1.02% | – |
| STI | New | SUNTRUST BKS INC | $1,304,000 | – | 22,011 | +100.0% | 0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 5.6% |
| WASTE MGMT INC DEL | 24 | Q3 2023 | 4.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.1% |
| CISCO SYS INC | 24 | Q3 2023 | 2.9% |
| ANALOG DEVICES INC | 24 | Q3 2023 | 3.2% |
| ALPHABET INC | 24 | Q3 2023 | 3.0% |
| AT&T INC | 24 | Q3 2023 | 3.7% |
| AMAZON COM INC | 24 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO | 24 | Q3 2023 | 4.6% |
| HOME DEPOT INC | 24 | Q3 2023 | 2.4% |
View Wealth Advisors of Tampa Bay, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-10 |
View Wealth Advisors of Tampa Bay, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.