0001085146-22-001523.txt : 20220425 0001085146-22-001523.hdr.sgml : 20220425 20220422200058 ACCESSION NUMBER: 0001085146-22-001523 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220422 EFFECTIVENESS DATE: 20220425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Advisors of Tampa Bay, LLC CENTRAL INDEX KEY: 0001715228 IRS NUMBER: 454616557 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18283 FILM NUMBER: 22847088 BUSINESS ADDRESS: STREET 1: 777 SOUTH HARBOUR ISLAND BLVD STREET 2: SUITE 370 CITY: TAMPA STATE: FL ZIP: 33602 BUSINESS PHONE: 813-642-7730 MAIL ADDRESS: STREET 1: 777 SOUTH HARBOUR ISLAND BLVD STREET 2: SUITE 370 CITY: TAMPA STATE: FL ZIP: 33602 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001715228 XXXXXXXX 03-31-2022 03-31-2022 false Wealth Advisors of Tampa Bay, LLC

777 SOUTH HARBOUR ISLAND BLVD SUITE 370 TAMPA FL 33602

13F HOLDINGS REPORT 028-18283 N Robert Fenn Giles, Jr. 813-642-7730 /s/ Robert Fenn Giles, Jr. Tampa FL 04-15-2022 0 104 369496 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 2838 6230 SH SOLE 0 0 6230 ALPHABET INC CAP STK CL A 02079K305 8980 3228 SH SOLE 15 0 3213 AMAZON COM INC COM 023135106 7159 2196 SH SOLE 10 0 2186 AMERICAN EXPRESS CO COM 025816109 336 1800 SH SOLE 0 0 1800 AMERISOURCEBERGEN CORP COM 03073E105 278 1800 SH SOLE 0 0 1800 AMGEN INC COM 031162100 7524 31116 SH SOLE 185 0 30931 ANALOG DEVICES INC COM 032654105 9109 55154 SH SOLE 301 0 54853 AON PLC SHS CL A G0403H108 301 923 SH SOLE 0 0 923 APPLE INC COM 037833100 18437 105602 SH SOLE 247 0 105355 ARCHER DANIELS MIDLAND CO COM 039483102 1589 17600 SH SOLE 389 0 17211 AT&T INC COM 00206R102 3828 162186 SH SOLE 1410 0 160776 BANK NEW YORK MELLON CORP COM 064058100 6239 125786 SH SOLE 800 0 124986 BCE INC COM NEW 05534B760 2592 46720 SH SOLE 0 0 46720 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2861 8104 SH SOLE 0 0 8104 BEST BUY INC COM 086516101 4964 54662 SH SOLE 585 0 54077 BK OF AMERICA CORP COM 060505104 779 18940 SH SOLE 0 0 18940 BOEING CO COM 097023105 210 1098 SH SOLE 135 0 963 BOSTON SCIENTIFIC CORP COM 101137107 3276 73956 SH SOLE 0 0 73956 BRISTOL-MYERS SQUIBB CO COM 110122108 8981 123000 SH SOLE 885 0 122115 BROADCOM INC COM 11135F101 12133 19266 SH SOLE 90 0 19176 CAPITAL ONE FINL CORP COM 14040H105 1260 9600 SH SOLE 0 0 9600 CISCO SYS INC COM 17275R102 8183 146742 SH SOLE 1433 0 145309 COMCAST CORP NEW CL A 20030N101 7466 159506 SH SOLE 1149 0 158357 CONAGRA BRANDS INC COM 205887102 3866 115116 SH SOLE 615 0 114501 CONSTELLATION BRANDS INC CL A 21036P108 3551 15424 SH SOLE 0 0 15424 CORNING INC COM 219350105 7659 207608 SH SOLE 1355 0 206253 CVS HEALTH CORP COM 126650100 4745 46914 SH SOLE 331 0 46583 DISCOVERY INC COM SER A 25470F104 2057 82588 SH SOLE 0 0 82588 DISNEY WALT CO COM 254687106 2212 16122 SH SOLE 0 0 16122 EATON VANCE TAX MNGED BUY WR COM 27828X100 388 23000 SH SOLE 0 0 23000 ELECTRONIC ARTS INC COM 285512109 5411 42774 SH SOLE 254 0 42520 ENBRIDGE INC COM 29250N105 2670 57930 SH SOLE 0 0 57930 EXPEDIA GROUP INC COM NEW 30212P303 4623 23634 SH SOLE 0 0 23634 EXXON MOBIL CORP COM 30231G102 1446 17508 SH SOLE 0 0 17508 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 345 2800 SH SOLE 0 0 2800 GENERAL DYNAMICS CORP COM 369550108 4415 18310 SH SOLE 128 0 18182 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2224 51038 SH SOLE 0 0 51038 GOLDMAN SACHS GROUP INC COM 38141G104 6917 20940 SH SOLE 150 0 20790 HASBRO INC COM 418056107 4676 57118 SH SOLE 425 0 56693 HERSHEY CO COM 427866108 1040 4800 SH SOLE 0 0 4800 HEWLETT PACKARD ENTERPRISE C COM 42824C109 506 30272 SH SOLE 850 0 29422 HEXCEL CORP NEW COM 428291108 214 3600 SH SOLE 0 0 3600 HOME DEPOT INC COM 437076102 6975 23314 SH SOLE 75 0 23239 INTEL CORP COM 458140100 7487 151174 SH SOLE 1358 0 149816 INVESCO QQQ TR UNIT SER 1 46090E103 218 600 SH SOLE 0 0 600 ISHARES TR CORE HIGH DV ETF 46429B663 914 8554 SH SOLE 0 0 8554 ISHARES TR CORE S&P MCP ETF 464287507 244 910 SH SOLE 0 0 910 ISHARES TR CORE S&P SCP ETF 464287804 230 2124 SH SOLE 0 0 2124 ISHARES TR CORE S&P500 ETF 464287200 2418 5328 SH SOLE 0 0 5328 ISHARES TR GLOBAL MATER ETF 464288695 4000 42570 SH SOLE 211 0 42359 ISHARES TR INTL SEL DIV ETF 464288448 234 7346 SH SOLE 0 0 7346 ISHARES TR MSCI KLD400 SOC 464288570 260 3008 SH SOLE 0 0 3008 ISHARES TR MSCI USA MIN VOL 46429B697 216 2788 SH SOLE 0 0 2788 ISHARES TR RUS 2000 GRW ETF 464287648 212 828 SH SOLE 0 0 828 ISHARES TR RUS 2000 VAL ETF 464287630 218 1350 SH SOLE 0 0 1350 ISHARES TR RUS MID CAP ETF 464287499 208 2654 SH SOLE 0 0 2654 ISHARES TR RUSSELL 2000 ETF 464287655 614 2992 SH SOLE 0 0 2992 ISHARES TR S&P 500 GRWT ETF 464287309 210 2762 SH SOLE 408 0 2354 ISHARES TR S&P 500 VAL ETF 464287408 546 3506 SH SOLE 0 0 3506 ISHARES TR TIPS BD ETF 464287176 799 6412 SH SOLE 0 0 6412 JOHNSON CTLS INTL PLC SHS G51502105 6506 99230 SH SOLE 525 0 98705 JPMORGAN CHASE & CO COM 46625H100 208 1522 SH SOLE 0 0 1522 LABORATORY CORP AMER HLDGS COM NEW 50540R409 4400 16680 SH SOLE 95 0 16585 LOCKHEED MARTIN CORP COM 539830109 287 650 SH SOLE 0 0 650 LULULEMON ATHLETICA INC COM 550021109 1917 5250 SH SOLE 0 0 5250 MCDONALDS CORP COM 580135101 7007 28324 SH SOLE 210 0 28114 MEDTRONIC PLC SHS G5960L103 6114 55101 SH SOLE 340 0 54761 MICROCHIP TECHNOLOGY INC. COM 595017104 4926 65560 SH SOLE 0 0 65560 MICRON TECHNOLOGY INC COM 595112103 312 4000 SH SOLE 0 0 4000 MICROSOFT CORP COM 594918104 12174 39496 SH SOLE 240 0 39256 NATIONAL FUEL GAS CO COM 636180101 3329 48454 SH SOLE 472 0 47982 NEXTERA ENERGY INC COM 65339F101 644 7600 SH SOLE 0 0 7600 NORDSON CORP COM 655663102 228 1000 SH SOLE 0 0 1000 NUVEEN AMT FREE MUN CR INC F COM 67071L106 2824 190984 SH SOLE 0 0 190984 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2935 223350 SH SOLE 0 0 223350 NUVEEN QUALITY MUNCP INCOME COM 67066V101 406 30324 SH SOLE 0 0 30324 PEPSICO INC COM 713448108 228 1358 SH SOLE 0 0 1358 PFIZER INC COM 717081103 9106 175908 SH SOLE 1585 0 174323 PPL CORP COM 69351T106 6342 222114 SH SOLE 1285 0 220829 PROCTER AND GAMBLE CO COM 742718109 712 4654 SH SOLE 0 0 4654 QORVO INC COM 74736K101 471 3796 SH SOLE 145 0 3651 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6236 62910 SH SOLE 407 0 62503 SALESFORCE COM INC COM 79466L302 6329 29806 SH SOLE 161 0 29645 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 7119 147330 SH SOLE 850 0 146480 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 274 2000 SH SOLE 0 0 2000 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4352 49394 SH SOLE 390 0 49004 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 509 3200 SH SOLE 0 0 3200 SERVICENOW INC COM 81762P102 1521 2730 SH SOLE 0 0 2730 SHERWIN WILLIAMS CO COM 824348106 1498 6000 SH SOLE 0 0 6000 SOUTHERN CO COM 842587107 6640 91598 SH SOLE 574 0 91024 SOUTHSTATE CORPORATION COM 840441109 560 6870 SH SOLE 0 0 6870 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 718 SH SOLE 0 0 718 TELUS CORPORATION COM 87971M103 10258 392510 SH SOLE 2897 0 389613 TEXAS INSTRS INC COM 882508104 348 1900 SH SOLE 0 0 1900 TOTALENERGIES SE SPONSORED ADS 89151E109 8185 161936 SH SOLE 1312 0 160624 TRUIST FINL CORP COM 89832Q109 4421 77948 SH SOLE 492 0 77456 UNITED PARCEL SERVICE INC CL B 911312106 258 1200 SH SOLE 0 0 1200 UNITEDHEALTH GROUP INC COM 91324P102 352 690 SH SOLE 0 0 690 US BANCORP DEL COM NEW 902973304 9289 174738 SH SOLE 1030 0 173708 VALLEY NATL BANCORP COM 919794107 416 31958 SH SOLE 0 0 31958 VANGUARD INDEX FDS TOTAL STK MKT 922908769 274 1200 SH SOLE 0 0 1200 VERIZON COMMUNICATIONS INC COM 92343V104 6117 120100 SH SOLE 800 0 119300 WALMART INC COM 931142103 7226 48546 SH SOLE 300 0 48246 WASTE MGMT INC DEL COM 94106L109 11624 73318 SH SOLE 551 0 72767