$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLY | Exit | SPDR SERIES TRUSTs&p 600 sml cap | $0 | – | -6,725 | -100.0% | -0.33% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -51,185 | -100.0% | -0.52% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC | $0 | – | -87,620 | -100.0% | -0.67% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -22,381 | -100.0% | -1.08% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -24,447 | -100.0% | -1.36% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -20,689 | -100.0% | -1.92% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -33,190 | -100.0% | -3.48% | – |
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.