Wealth Advisors of Tampa Bay, LLC - Q1 2020 holdings

$89.2 Million is the total value of Wealth Advisors of Tampa Bay, LLC's 64 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .

 Value Shares↓ Weighting
AMAT ExitAPPLIED MATLS INC$0-5,495
-100.0%
-0.31%
HSBC ExitHSBC HLDGS PLCspon adr new$0-13,485
-100.0%
-0.48%
ULST ExitSSGA ACTIVE ETF TRult sht trm bd$0-16,172
-100.0%
-0.60%
CM ExitCDN IMPERIAL BK COMM TORONTO$0-24,142
-100.0%
-1.85%
NWL ExitNEWELL BRANDS INC$0-114,774
-100.0%
-2.03%
VNQ ExitVANGUARD INDEX FDSreal estate etf$0-37,841
-100.0%
-3.23%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC24Q3 20235.6%
WASTE MGMT INC DEL24Q3 20234.0%
MICROSOFT CORP24Q3 20234.1%
CISCO SYS INC24Q3 20232.9%
ANALOG DEVICES INC24Q3 20233.2%
ALPHABET INC24Q3 20233.0%
AT&T INC24Q3 20233.7%
AMAZON COM INC24Q3 20232.7%
PROCTER & GAMBLE CO24Q3 20234.6%
HOME DEPOT INC24Q3 20232.4%

View Wealth Advisors of Tampa Bay, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-06
13F-HR2024-01-25
13F-HR2023-10-31
13F-HR2023-08-03
13F-HR2023-04-18
13F-HR2023-02-14
13F-HR2022-10-12
13F-HR2022-07-18
13F-HR2022-04-25
13F-HR2022-02-10

View Wealth Advisors of Tampa Bay, LLC's complete filings history.

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