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Wealth Advisors of Tampa Bay, LLC Buys PPL Corp, Procter & Gamble Co, Vanguard FTSE Developed Markets, Sells Qualcomm Inc, CSRA Inc, T. Rowe Price Group Inc

May 11, 2018 | About:

Investment company Wealth Advisors of Tampa Bay, LLC buys PPL Corp, Procter & Gamble Co, Vanguard FTSE Developed Markets, iShares Core S&P Small-Cap, sells Qualcomm Inc, CSRA Inc, T. Rowe Price Group Inc, SPDR MidCap Trust Series I during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Wealth Advisors of Tampa Bay, LLC. As of 2018-03-31, Wealth Advisors of Tampa Bay, LLC owns 68 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of Wealth Advisors of Tampa Bay, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Wealth+Advisors+of+Tampa+Bay%2C+LLC

These are the top 5 holdings of Wealth Advisors of Tampa Bay, LLC
  1. Procter & Gamble Co (PG) - 62,087 shares, 3.59% of the total portfolio. Shares added by 30.76%
  2. Waste Management Inc (WM) - 57,580 shares, 3.54% of the total portfolio. Shares added by 2.59%
  3. Intel Corp (INTC) - 90,312 shares, 3.43% of the total portfolio. Shares reduced by 2.5%
  4. Occidental Petroleum Corp (OXY) - 67,976 shares, 3.23% of the total portfolio. Shares added by 8.21%
  5. Johnson & Johnson (JNJ) - 34,156 shares, 3.19% of the total portfolio. Shares added by 3.38%
New Purchase: PPL Corp (PPL)

Wealth Advisors of Tampa Bay, LLC initiated holding in PPL Corp. The purchase prices were between $27.13 and $32.27, with an estimated average price of $29.78. The stock is now traded at around $27.91. The impact to a portfolio due to this purchase was 2.39%. The holding were 115,805 shares as of 2018-03-31.

New Purchase: Vanguard FTSE Developed Markets (VEA)

Wealth Advisors of Tampa Bay, LLC initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $43.31 and $47.88, with an estimated average price of $45.38. The stock is now traded at around $45.54. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,910 shares as of 2018-03-31.

New Purchase: iShares Core S&P Small-Cap (IJR)

Wealth Advisors of Tampa Bay, LLC initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $80.99. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,171 shares as of 2018-03-31.

Added: Procter & Gamble Co (PG)

Wealth Advisors of Tampa Bay, LLC added to a holding in Procter & Gamble Co by 30.76%. The purchase prices were between $75.91 and $91.89, with an estimated average price of $83.37. The stock is now traded at around $73.20. The impact to a portfolio due to this purchase was 0.84%. The holding were 62,087 shares as of 2018-03-31.

Sold Out: CSRA Inc (CSRA)

Wealth Advisors of Tampa Bay, LLC sold out a holding in CSRA Inc. The sale prices were between $30.44 and $41.57, with an estimated average price of $36.68.

Sold Out: SPDR MidCap Trust Series I (MDY)

Wealth Advisors of Tampa Bay, LLC sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $327.4 and $362.51, with an estimated average price of $348.



Here is the complete portfolio of Wealth Advisors of Tampa Bay, LLC. Also check out:

1. Wealth Advisors of Tampa Bay, LLC's Undervalued Stocks
2. Wealth Advisors of Tampa Bay, LLC's Top Growth Companies, and
3. Wealth Advisors of Tampa Bay, LLC's High Yield stocks
4. Stocks that Wealth Advisors of Tampa Bay, LLC keeps buying

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