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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 Q2 2023 · Filed April 18, 2023 · Accession 0001085146-23-001717

Total Value
$174.8M
Positions
76
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (76)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL53,486$8.8M5.05%
2MICROSOFT CORPMSFT22,842$6.6M3.77%
3BROADCOM INCAVGO10,155$6.5M3.73%
4WASTE MGMT INC DEL94106L10936,725$6.0M3.43%
5ANALOG DEVICES INCADI28,311$5.6M3.19%
6WALMART INCWMT37,472$5.5M3.16%
7CISCO SYS INCCSCO95,408$5.0M2.85%
8TOTALENERGIES SETTE81,735$4.8M2.76%
9MCDONALDS CORPMCD15,994$4.5M2.56%
10BRISTOL-MYERS SQUIBB COCELG-RI63,751$4.4M2.53%
11TELUS CORPORATIONTU216,500$4.3M2.46%
12GOLDMAN SACHS GROUP INCGSCE12,181$4.0M2.28%
13CORNING INCGLW112,866$4.0M2.28%
14AMAZON COM INCAMZN36,801$3.8M2.18%
15HOME DEPOT INCHD12,832$3.8M2.17%
16SALESFORCE INCCRM18,517$3.7M2.12%
17COMCAST CORP NEWCCZ96,715$3.7M2.10%
18ALPHABET INCGOOG34,992$3.6M2.08%
19PFIZER INCPFE87,807$3.6M2.05%
20SOUTHERN COSOMN51,200$3.6M2.04%
21JOHNSON CTLS INTL PLCG5150210553,812$3.2M1.85%
22BEST BUY INCBBY39,810$3.1M1.78%
23INTEL CORPINTC94,478$3.1M1.77%
24AT&T INCT-PC159,867$3.1M1.76%
25BANK NEW YORK MELLON CORP06405810067,525$3.1M1.76%
26VERIZON COMMUNICATIONS INCVZ78,587$3.1M1.75%
27ELECTRONIC ARTS INCEA25,101$3.0M1.73%
28SELECT SECTOR SPDR TR81369Y86080,664$3.0M1.73%
29RAYTHEON TECHNOLOGIES CORPRTX30,721$3.0M1.72%
30US BANCORP DELUSB-PS80,354$2.9M1.66%
31HASBRO INCHAS53,079$2.8M1.63%
32MICROCHIP TECHNOLOGY INC.MCHPP33,406$2.8M1.60%
33MEDTRONIC PLCMDT31,719$2.6M1.46%
34KRAFT HEINZ COKHC65,808$2.5M1.46%
35CONAGRA BRANDS INCCAG57,898$2.2M1.24%
36SELECT SECTOR SPDR TR81369Y10024,417$2.0M1.13%
37ISHARES TR46428869523,292$1.9M1.12%
38WALGREENS BOOTS ALLIANCE INC93142710856,275$1.9M1.11%
39GENERAL DYNAMICS CORPGD8,488$1.9M1.11%
40CVS HEALTH CORPCVS26,047$1.9M1.11%
41LABORATORY CORP AMER HLDGS50540R4098,196$1.9M1.08%
42BOSTON SCIENTIFIC CORPBSX34,611$1.7M0.99%
43NATIONAL FUEL GAS CONFG25,981$1.5M0.86%
44PAYPAL HLDGS INCPYPL19,670$1.5M0.85%
45EXPEDIA GROUP INCEXPE14,040$1.4M0.78%
46CAPITAL ONE FINL CORP14040H10513,600$1.3M0.75%
47LULULEMON ATHLETICA INCLULU3,482$1.3M0.73%
48CONSTELLATION BRANDS INCSTZ5,236$1.2M0.68%
49BERKSHIRE HATHAWAY INC DELBRK-A3,752$1.2M0.66%
50ISHARES TR4642872002,504$1.0M0.59%
51TRUIST FINL CORP89832Q10929,707$1.0M0.58%
52DISNEY WALT CO25468710610,089$1.0M0.58%
53ENBRIDGE INCENNPF26,008$992,2060.57%
54BCE INCBCPPF22,008$985,7380.56%
55EXXON MOBIL CORPXOM8,754$959,9640.55%
56SERVICENOW INCNOW1,971$915,9630.52%
57ADOBE SYSTEMS INCORPORATEDADBE1,890$728,3510.42%
58SHERWIN WILLIAMS COSHW3,000$674,3100.39%
59HERSHEY COHSY2,165$550,7980.32%
60ISHARES TR46429B6633,632$369,2290.21%
61ISHARES TR4642875151,186$361,3740.21%
62PROCTER AND GAMBLE CO7427181091,913$284,4430.16%
63ISHARES TR4642876551,576$281,1580.16%
64NUVEEN AMT FREE MUN CR INC FNU23,494$276,7600.16%
65BANK AMERICA CORP0605051049,470$270,8420.15%
66HEWLETT PACKARD ENTERPRISE CHPE-PC16,491$262,7010.15%
67NEXTERA ENERGY INCNEE-PW3,400$262,0720.15%
68ISHARES TR4642874081,601$242,9680.14%
69GENERATION INCOME PPTYS INC37149D20450,000$225,0000.13%
70EATON VANCE TAX MNGED BUY WRETN16,676$217,6220.12%
71ISHARES TR4642886791,920$212,1600.12%
72NUVEEN AMT FREE QLTY MUN INCNU18,964$210,8800.12%
73SOUTHSTATE CORPORATIONSSB2,935$209,1480.12%
74NUVEEN QUALITY MUNCP INCOMENU16,162$186,3480.11%
75VALLEY NATL BANCORP91979410715,979$147,6460.08%
76GENERATION INCOME PPTYS INC37149D11350,000$20,2500.01%