$121 Million is the total value of Wealth Advisors of Tampa Bay, LLC's 68 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -7,170 | -100.0% | -0.22% | – |
EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -4,406 | -100.0% | -0.23% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,262 | -100.0% | -0.25% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -13,483 | -100.0% | -0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-06
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.