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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wealth Advisors of Tampa Bay, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001333

Total Value
$161.5M
Positions
73
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (73)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL53,277$6.9M4.29%
2WASTE MGMT INC DEL94106L10936,270$5.7M3.52%
3BROADCOM INCAVGO10,105$5.7M3.50%
4MICROSOFT CORPMSFT22,665$5.4M3.37%
5TOTALENERGIES SETTE82,881$5.1M3.19%
6WALMART INCWMT35,017$5.0M3.07%
7ANALOG DEVICES INCADI28,220$4.6M2.87%
8CISCO SYS INCCSCO95,127$4.5M2.81%
9BRISTOL-MYERS SQUIBB COCELG-RI62,832$4.5M2.80%
10PFIZER INCPFE86,691$4.4M2.75%
11MCDONALDS CORPMCD15,994$4.2M2.61%
12TELUS CORPORATIONTU212,565$4.1M2.54%
13GOLDMAN SACHS GROUP INCGSCE11,816$4.1M2.51%
14HOME DEPOT INCHD12,216$3.9M2.39%
15SOUTHERN COSOMN51,064$3.6M2.26%
16CORNING INCGLW112,539$3.6M2.23%
17JOHNSON CTLS INTL PLCG5150210553,722$3.4M2.13%
18COMCAST CORP NEWCCZ96,015$3.4M2.08%
19US BANCORP DELUSB-PS76,889$3.4M2.08%
20RAYTHEON TECHNOLOGIES CORPRTX31,109$3.1M1.94%
21BEST BUY INCBBY39,022$3.1M1.94%
22ALPHABET INCGOOG34,733$3.1M1.90%
23AMAZON COM INCAMZN35,710$3.0M1.86%
24BANK NEW YORK MELLON CORP06405810065,450$3.0M1.84%
25SELECT SECTOR SPDR TR81369Y86080,275$3.0M1.84%
26ELECTRONIC ARTS INCEA23,445$2.9M1.77%
27VERIZON COMMUNICATIONS INCVZ72,693$2.9M1.77%
28HASBRO INCHAS45,134$2.8M1.71%
29AT&T INCT-PC143,766$2.6M1.64%
30INTEL CORPINTC97,942$2.6M1.60%
31MICROCHIP TECHNOLOGY INC.MCHPP34,025$2.4M1.48%
32SALESFORCE INCCRM17,815$2.4M1.46%
33MEDTRONIC PLCMDT30,239$2.4M1.46%
34KRAFT HEINZ COKHC55,725$2.3M1.40%
35CONAGRA BRANDS INCCAG57,297$2.2M1.37%
36CVS HEALTH CORPCVS23,601$2.2M1.36%
37GENERAL DYNAMICS CORPGD8,738$2.2M1.34%
38LABORATORY CORP AMER HLDGS50540R4098,201$1.9M1.20%
39SELECT SECTOR SPDR TR81369Y10024,607$1.9M1.18%
40ISHARES TR46428869523,107$1.8M1.13%
41TRUIST FINL CORP89832Q10940,618$1.7M1.08%
42BOSTON SCIENTIFIC CORPBSX35,860$1.7M1.03%
43NATIONAL FUEL GAS CONFG24,821$1.6M0.97%
44BERKSHIRE HATHAWAY INC DELBRK-A4,052$1.3M0.78%
45EXPEDIA GROUP INCEXPE14,040$1.2M0.76%
46CONSTELLATION BRANDS INCSTZ5,301$1.2M0.76%
47CAPITAL ONE FINL CORP14040H10513,150$1.2M0.76%
48ISHARES TR4642872002,664$1.0M0.63%
49ENBRIDGE INCENNPF26,008$1.0M0.63%
50EXXON MOBIL CORPXOM8,829$973,8390.60%
51BCE INCBCPPF21,935$964,0430.60%
52DISNEY WALT CO2546871069,941$863,6740.53%
53LULULEMON ATHLETICA INCLULU2,585$828,1820.51%
54SERVICENOW INCNOW1,971$765,2800.47%
55SHERWIN WILLIAMS COSHW3,000$711,9900.44%
56ADOBE SYSTEMS INCORPORATEDADBE1,880$632,6760.39%
57HERSHEY COHSY2,400$555,7680.34%
58ISHARES TR4642876303,255$451,3710.28%
59ISHARES TR46429B6634,277$445,8340.28%
60BANK AMERICA CORP0605051049,470$313,6460.19%
61PROCTER AND GAMBLE CO7427181092,013$305,0900.19%
62NUVEEN AMT FREE MUN CR INC FNU24,244$294,3220.18%
63NEXTERA ENERGY INCNEE-PW3,400$284,2400.18%
64ISHARES TR4642876551,554$270,9550.17%
65HEWLETT PACKARD ENTERPRISE CHPE-PC15,991$255,2160.16%
66GENERATION INCOME PPTYS INC37149D20450,000$242,0000.15%
67ISHARES TR4642874081,601$232,2570.14%
68SOUTHSTATE CORPORATIONSSB2,935$224,1170.14%
69NUVEEN AMT FREE QLTY MUN INCNU18,964$215,6210.13%
70NUVEEN QUALITY MUNCP INCOMENU16,162$190,7120.12%
71VALLEY NATL BANCORP91979410715,979$180,7220.11%
72EATON VANCE TAX MNGED BUY WRETN11,500$151,2250.09%
73GENERATION INCOME PPTYS INC37149D11350,000$21,5000.01%