Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEALTH ADVISORS OF TAMPA BAY LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
PROCTER & GAMBLE CO (742718109)
|
45,762 |
$5,018k |
|
|
WASTE MGMT INC DEL (94106L109)
|
39,591 |
$4,568k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
50,526 |
$4,416k |
|
|
AT&T INC (00206R102)
|
123,043 |
$4,123k |
|
|
US BANCORP DEL (902973304)
|
78,435 |
$4,110k |
|
|
INTEL CORP (458140100)
|
80,307 |
$3,844k |
|
|
Exxon Mobil Corp (30231G102)
|
49,464 |
$3,790k |
|
|
NEWELL BRANDS INC (651229106)
|
240,227 |
$3,704k |
|
|
WESTPAC BKG CORP (961214301)
|
181,155 |
$3,610k |
|
|
Apple Inc (037833100)
|
18,191 |
$3,600k |
|
|
COMCAST CORP (20030N101)
|
84,116 |
$3,556k |
|
|
ANALOG DEVICES INC (032654105)
|
30,795 |
$3,476k |
|
|
PPL CORP (69351T106)
|
109,696 |
$3,402k |
|
|
CISCO SYSTEMS INC (17275R102)
|
60,161 |
$3,293k |
|
|
MICROSOFT CORP (594918104)
|
24,458 |
$3,276k |
|
|
ISHARES (464288448)
|
106,300 |
$3,266k |
|
|
Tortoise Energy Infrastructu (89147L100)
|
142,572 |
$3,215k |
|
|
GENERAL MILLS INC (370334104)
|
53,922 |
$2,832k |
|
|
MEDTRONIC PLC (G5960L103)
|
29,009 |
$2,825k |
|
|
JOHNSON CONTROLS INT (G51502105)
|
68,359 |
$2,824k |
|
|
H&E Equipment Services, Inc. (404030108)
|
93,673 |
$2,725k |
|
|
ALPHABET INC (02079K305)
|
2,488 |
$2,694k |
|
|
AMGEN INC (031162100)
|
14,619 |
$2,694k |
|
|
Applied Materials, Inc. (038222105)
|
59,395 |
$2,667k |
|
|
TELUS CORP (87971M103)
|
72,240 |
$2,666k |
|
|
GOODYEAR TIRE & RUBBER CO (382550101)
|
167,957 |
$2,570k |
|
|
Bristol-Myers Squibb Co (110122108)
|
53,260 |
$2,415k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
48,485 |
$2,284k |
|
|
HOME DEPOT INC (437076102)
|
10,582 |
$2,201k |
|
|
CDN IMPERIAL BK COMM TORONTO (136069101)
|
27,410 |
$2,153k |
|
|
INTERPUBLIC GROUP (460690100)
|
94,914 |
$2,144k |
|
|
Amazon.com Inc (023135106)
|
1,103 |
$2,089k |
|
|
HSBC HLDGS PLC (404280406)
|
49,440 |
$2,064k |
|
|
UNITED TECHNOLOGIES (913017109)
|
15,161 |
$1,974k |
|
|
LABORATORY CORP AMER (50540R409)
|
10,905 |
$1,885k |
|
|
salesforce.com Inc (79466L302)
|
11,252 |
$1,707k |
|
|
CVS HEALTH CORP (126650100)
|
30,086 |
$1,639k |
|
|
CONAGRA BRANDS INC (205887102)
|
59,255 |
$1,571k |
|
|
GENERAL DYNAMICS (369550108)
|
8,435 |
$1,534k |
|
|
SUNTRUST BANKS INC (867914103)
|
23,876 |
$1,501k |
|
|
PRUDENTIAL FINL (744320102)
|
14,619 |
$1,477k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
24,745 |
$1,448k |
|
|
DXC TECHNOLOGY CO (23355L106)
|
26,232 |
$1,447k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
19,385 |
$1,229k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,605 |
$1,063k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
26,445 |
$1,058k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
12,045 |
$1,044k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
13,483 |
$966k |
|
|
POLARIS INDS INC (731068102)
|
10,055 |
$917k |
|
|
CELGENE CORP (151020104)
|
9,651 |
$892k |
|
|
Phillips 66 (718546104)
|
8,860 |
$829k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,801 |
$810k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
57,128 |
$789k |
|
|
LEGGETT & PLATT INC (524660107)
|
20,290 |
$779k |
|
|
ENBRIDGE INC (29250N105)
|
20,585 |
$743k |
|
|
ALASKA AIR GROUP INC (011659109)
|
9,060 |
$579k |
|
|
ISHARES TR (464287176)
|
4,372 |
$505k |
|
|
SSGA ACTIVE ETF TR (78467V707)
|
11,747 |
$475k |
|
|
DISNEY WALT CO (254687106)
|
3,322 |
$464k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
1,000 |
$458k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
4,023 |
$429k |
|
|
Bank of America Corp. (060505104)
|
13,957 |
$405k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
23,169 |
$368k |
|
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
25,451 |
$356k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,262 |
$340k |
|
|
THE HERSHEY COMPANY (427866108)
|
2,400 |
$322k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
4,406 |
$320k |
|
|
EATON VANCE TAX MNGED BUY WR (27828X100)
|
19,554 |
$306k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,495 |
$306k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
7,170 |
$299k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
2,870 |
$271k |
|
|
VALLEY NATL BANCORP (919794107)
|
15,979 |
$172k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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