Chief Compliance Officer

0001085146-23-001333.txt : 20230214 0001085146-23-001333.hdr.sgml : 20230214 20230214160755 ACCESSION NUMBER: 0001085146-23-001333 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23629119 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 X0202 13F-HR LIVE false false false 0001715228 XXXXXXXX 12-31-2022 12-31-2022 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. Chief Compliance Officer 813-642-7730 /s/ Robert Fenn Giles, Jr. Tampa FL 02-14-2023 0 73 161493692 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 632676 1880 SH SOLE 0 0 1880 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3064492 34733 SH SOLE 435 0 34298 AMAZON COM INC COM 023135106 BBG001S5PQL7 2999640 35710 SH SOLE 445 0 35265 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 4628927 28220 SH SOLE 225 0 27995 APPLE INC COM 037833100 BBG001S5N8V8 6922281 53277 SH SOLE 297 0 52980 AT&T INC COM 00206R102 BBG001S5VWH2 2646732 143766 SH SOLE 1320 0 142446 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 313646 9470 SH SOLE 0 0 9470 BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 2979284 65450 SH SOLE 525 0 64925 BCE INC COM NEW 05534B760 BBG001S5P2C0 964043 21935 SH SOLE 0 0 21935 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1251663 4052 SH SOLE 0 0 4052 BEST BUY INC COM 086516101 BBG001S5P285 3129955 39022 SH SOLE 615 0 38407 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 1659242 35860 SH SOLE 0 0 35860 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 4520762 62832 SH SOLE 710 0 62122 BROADCOM INC COM 11135F101 BBG00KHY5SY8 5650009 10105 SH SOLE 75 0 10030 CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 1222424 13150 SH SOLE 350 0 12800 CISCO SYS INC COM 17275R102 BBG001S6HC62 4531850 95127 SH SOLE 1163 0 93964 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 3357644 96015 SH SOLE 1319 0 94696 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 2217394 57297 SH SOLE 615 0 56682 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1228507 5301 SH SOLE 0 0 5301 CORNING INC COM 219350105 BBG001S5RLH1 3594496 112539 SH SOLE 995 0 111544 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2199377 23601 SH SOLE 331 0 23270 DISNEY WALT CO COM 254687106 BBG001S5QHF3 863674 9941 SH SOLE 0 0 9941 EATON VANCE TAX MNGED BUY WR COM 27828X100 BBG001SDC8B5 151225 11500 SH SOLE 0 0 11500 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 2864510 23445 SH SOLE 311 0 23134 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 1016913 26008 SH SOLE 0 0 26008 EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 1229904 14040 SH SOLE 0 0 14040 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 973839 8829 SH SOLE 0 0 8829 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 2167985 8738 SH SOLE 128 0 8610 GENERATION INCOME PPTYS INC *W EXP 09/03/202 37149D113 21500 50000 SH SOLE 0 0 50000 GENERATION INCOME PPTYS INC COM NEW 37149D204 BBG00N761T03 242000 50000 SH SOLE 0 0 50000 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4057378 11816 SH SOLE 150 0 11666 HASBRO INC COM 418056107 BBG001S5RSQ6 2753625 45134 SH SOLE 415 0 44719 HERSHEY CO COM 427866108 BBG001S5S148 555768 2400 SH SOLE 0 0 2400 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 255216 15991 SH SOLE 850 0 15141 HOME DEPOT INC COM 437076102 BBG001S5RTW7 3858546 12216 SH SOLE 75 0 12141 INTEL CORP COM 458140100 BBG001S5SF65 2588607 97942 SH SOLE 1783 0 96159 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 445834 4277 SH SOLE 0 0 4277 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1023535 2664 SH SOLE 0 0 2664 ISHARES TR GLOBAL MATER ETF 464288695 BBG001SNVXP2 1817597 23107 SH SOLE 161 0 22946 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 451371 3255 SH SOLE 0 0 3255 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 270955 1554 SH SOLE 0 0 1554 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 232257 1601 SH SOLE 0 0 1601 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 3438208 53722 SH SOLE 350 0 53372 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 2268565 55725 SH SOLE 350 0 55375 LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 1931171 8201 SH SOLE 95 0 8106 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 828182 2585 SH SOLE 0 0 2585 MCDONALDS CORP COM 580135101 BBG001S5T110 4214899 15994 SH SOLE 150 0 15844 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2350175 30239 SH SOLE 255 0 29984 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 2390256 34025 SH SOLE 0 0 34025 MICROSOFT CORP COM 594918104 BBG001S5TD05 5435520 22665 SH SOLE 190 0 22475 NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 1571169 24821 SH SOLE 472 0 24349 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 284240 3400 SH SOLE 0 0 3400 NUVEEN AMT FREE MUN CR INC F COM 67071L106 BBG001SHZCF8 294322 24244 SH SOLE 0 0 24244 NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 215621 18964 SH SOLE 0 0 18964 NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 190712 16162 SH SOLE 0 0 16162 PFIZER INC COM 717081103 BBG001S5V466 4442047 86691 SH SOLE 1176 0 85515 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 305090 2013 SH SOLE 0 0 2013 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 3139520 31109 SH SOLE 407 0 30702 SALESFORCE INC COM 79466L302 BBG001SDLP09 2362091 17815 SH SOLE 301 0 17514 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 2964556 80275 SH SOLE 900 0 79375 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 1911472 24607 SH SOLE 390 0 24217 SERVICENOW INC COM 81762P102 BBG001T4JFC0 765280 1971 SH SOLE 0 0 1971 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 711990 3000 SH SOLE 0 0 3000 SOUTHERN CO COM 842587107 BBG001S5W777 3646480 51064 SH SOLE 409 0 50655 SOUTHSTATE CORPORATION COM 840441109 BBG001S9J7Z3 224117 2935 SH SOLE 0 0 2935 TELUS CORPORATION COM 87971M103 BBG001S60K53 4104630 212565 SH SOLE 2597 0 209968 TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 5145252 82881 SH SOLE 1087 0 81794 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 1747792 40618 SH SOLE 562 0 40056 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 3353129 76889 SH SOLE 960 0 75929 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 180722 15979 SH SOLE 0 0 15979 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 2864104 72693 SH SOLE 650 0 72043 WALMART INC COM 931142103 BBG001S5XH92 4965060 35017 SH SOLE 275 0 34742 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 5690037 36270 SH SOLE 441 0 35829