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| Name: |
Wealth Advisors of Tampa Bay LLC |
| City: |
Tampa |
| State: |
FL |
| Zip: |
33602 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CI |
Cigna Corporation |
51 |
- |
$338.65 |
$1,424,000 |
3,920 |
0.68% |
250,000 |
0 |
0.001 |
Health Care Plans |
|
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LULU |
Lululemon Athletica Inc |
58 |
- |
$318.26 |
$1,057,000 |
2,707 |
0.5% |
-327,000 |
0 |
0.002 |
Textile - Apparel Clo... |
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SHW |
Sherwin Williams Co |
59 |
- |
$293.11 |
$1,042,000 |
3,000 |
0.5% |
106,000 |
0 |
0.001 |
General Building Mate... |
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XOM |
Exxon Mobil Corp |
62 |
- |
$113.08 |
$983,000 |
8,460 |
0.47% |
137,000 |
0 |
0 |
Integrated Oil & Gas |
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BBT |
Truist Financial Corp |
65 |
- |
$35.64 |
$854,000 |
21,915 |
0.41% |
45,000 |
0 |
0.002 |
Domestic Regional Banks |
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HSY |
Hershey Foods Corp |
68 |
- |
$191.12 |
$382,000 |
1,965 |
0.18% |
16,000 |
0 |
0.001 |
Confectioners |
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DPG |
Duff & Phelps Global Utilit... |
69 |
- |
$9.96 |
$306,000 |
32,000 |
0.15% |
13,000 |
0 |
0.084 |
N/A |
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SPH |
Suburban Propane Partners LP |
72 |
- |
$21.23 |
$275,000 |
13,455 |
0.13% |
36,000 |
0 |
0.022 |
Specialty Retail, Other |
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AGG |
iShares Barclays Agency Bond |
75 |
- |
$96.54 |
$224,000 |
2,285 |
0.11% |
-3,000 |
0 |
0 |
Closed - End Fund - E... |
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GIPR |
Generation Income Propertie... |
78 |
- |
$0.00 |
$192,000 |
50,000 |
0.09% |
-6,000 |
0 |
2.315 |
N/A |
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ETB |
Eaton Vance Tax-Managed Buy... |
79 |
- |
$13.94 |
$191,000 |
13,966 |
0.09% |
10,000 |
0 |
0.057 |
Closed - End Fund - E... |
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VLY |
Valley National Bancorp |
80 |
- |
$6.73 |
$127,000 |
15,979 |
0.06% |
-47,000 |
0 |
0.004 |
Domestic Regional Banks |
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