Legal Name: WEALTH ADVISORS OF TAMPA BAY LLC
報告期間:
Jun 30, 2019
有効日:
Jul 23, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
