0001085146-21-000232.txt : 20210122 0001085146-21-000232.hdr.sgml : 20210122 20210122172401 ACCESSION NUMBER: 0001085146-21-000232 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210122 DATE AS OF CHANGE: 20210122 EFFECTIVENESS DATE: 20210122 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: 21547152 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 12-31-2020 12-31-2020 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 01-19-2021 0 73 143448 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALASKA AIR GROUP INC COM 011659109 471 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2988 1705 SH SOLE 0 0 1705 AMAZON COM INC COM 023135106 3224 990 SH SOLE 0 0 990 AMGEN INC COM 031162100 3035 13199 SH SOLE 185 0 13014 ANALOG DEVICES INC COM 032654105 3526 23865 SH SOLE 355 0 23510 APPLE INC COM 037833100 7786 58681 SH SOLE 0 0 58681 ARCHER DANIELS MIDLAND CO COM 039483102 524 10402 SH SOLE 0 0 10402 AT&T INC COM 00206R102 1644 57172 SH SOLE 1260 0 55912 BANK NEW YORK MELLON CORP COM 064058100 2428 57202 SH SOLE 935 0 56267 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 841 3627 SH SOLE 0 0 3627 BK OF AMERICA CORP COM 060505104 322 10625 SH SOLE 0 0 10625 BOSTON SCIENTIFIC CORP COM 101137107 1380 38377 SH SOLE 0 0 38377 BRISTOL-MYERS SQUIBB CO COM 110122108 3696 59589 SH SOLE 600 0 58989 BROADCOM INC COM 11135F101 386 881 SH SOLE 100 0 781 CISCO SYS INC COM 17275R102 2802 62621 SH SOLE 850 0 61771 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 924 11276 SH SOLE 0 0 11276 COMCAST CORP NEW CL A 20030N101 3848 73441 SH SOLE 775 0 72666 CONAGRA BRANDS INC COM 205887102 2115 58317 SH SOLE 0 0 58317 CONSTELLATION BRANDS INC CL A 21036P108 1493 6815 SH SOLE 0 0 6815 CORNING INC COM 219350105 3642 101171 SH SOLE 1585 0 99586 CVS HEALTH CORP COM 126650100 1547 22654 SH SOLE 0 0 22654 DISCOVERY INC COM SER A 25470F104 1146 38080 SH SOLE 0 0 38080 DISNEY WALT CO COM 254687106 640 3533 SH SOLE 0 0 3533 EATON VANCE TAX MNGED BUY WR COM 27828X100 285 19000 SH SOLE 0 0 19000 ELECTRONIC ARTS INC COM 285512109 2268 15791 SH SOLE 0 0 15791 ENBRIDGE INC COM 29250N105 653 20415 SH SOLE 0 0 20415 EXPEDIA GROUP INC COM NEW 30212P303 1417 10703 SH SOLE 0 0 10703 EXXON MOBIL CORP COM 30231G102 361 8754 SH SOLE 0 0 8754 GENERAL DYNAMICS CORP COM 369550108 1047 7036 SH SOLE 0 0 7036 GENERAL MLS INC COM 370334104 2739 46589 SH SOLE 600 0 45989 GILEAD SCIENCES INC COM 375558103 1040 17847 SH SOLE 485 0 17362 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 993 26985 SH SOLE 0 0 26985 GOLDMAN SACHS GROUP INC COM 38141G104 2818 10686 SH SOLE 175 0 10511 HASBRO INC COM 418056107 2104 22494 SH SOLE 425 0 22069 HERSHEY CO COM 427866108 366 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 2941 11074 SH SOLE 0 0 11074 INTEL CORP COM 458140100 2939 58994 SH SOLE 745 0 58249 INTERPUBLIC GROUP COS INC COM 460690100 1947 82783 SH SOLE 1625 0 81158 ISHARES TR CORE HIGH DV ETF 46429B663 397 4530 SH SOLE 0 0 4530 ISHARES TR CORE S&P500 ETF 464287200 1244 3315 SH SOLE 0 0 3315 ISHARES TR GLOBAL MATER ETF 464288695 286 3517 SH SOLE 161 0 3356 ISHARES TR INTL SEL DIV ETF 464288448 2600 88237 SH SOLE 1405 0 86832 ISHARES TR SHORT TREAS BD 464288679 312 2823 SH SOLE 0 0 2823 ISHARES TR TIPS BD ETF 464287176 590 4622 SH SOLE 0 0 4622 JOHNSON CTLS INTL PLC SHS G51502105 2743 58878 SH SOLE 795 0 58083 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2133 10480 SH SOLE 0 0 10480 MCDONALDS CORP COM 580135101 2428 11317 SH SOLE 160 0 11157 MEDTRONIC PLC SHS G5960L103 3024 25814 SH SOLE 360 0 25454 MICROCHIP TECHNOLOGY INC. COM 595017104 1352 9788 SH SOLE 0 0 9788 MICROSOFT CORP COM 594918104 4262 19164 SH SOLE 265 0 18899 NATIONAL FUEL GAS CO N J COM 636180101 958 23285 SH SOLE 0 0 23285 NEXTERA ENERGY INC COM 65339F101 461 5980 SH SOLE 0 0 5980 NUVEEN AMT FREE MUN CR INC F COM 67071L106 2305 137359 SH SOLE 0 0 137359 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2251 149091 SH SOLE 0 0 149091 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 329 20000 SH SOLE 0 0 20000 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1825 118751 SH SOLE 0 0 118751 PFIZER INC COM 717081103 2592 70415 SH SOLE 864 0 69551 PPL CORP COM 69351T106 2477 87823 SH SOLE 1285 0 86538 PROCTER AND GAMBLE CO COM 742718109 2508 18027 SH SOLE 155 0 17872 PRUDENTIAL FINL INC COM 744320102 1009 12928 SH SOLE 0 0 12928 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2186 30565 SH SOLE 0 0 30565 SALESFORCE COM INC COM 79466L302 2801 12586 SH SOLE 0 0 12586 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1742 24060 SH SOLE 0 0 24060 SHERWIN WILLIAMS CO COM 824348106 735 1000 SH SOLE 0 0 1000 SOUTHERN CO COM 842587107 2616 42587 SH SOLE 574 0 42013 TELUS CORPORATION COM 87971M103 3468 175130 SH SOLE 1550 0 173580 TOTAL SE SPONSORED ADS 89151E109 2874 68580 SH SOLE 800 0 67780 TRUIST FINL CORP COM 89832Q109 1889 39415 SH SOLE 0 0 39415 TYSON FOODS INC CL A 902494103 2206 34232 SH SOLE 515 0 33717 US BANCORP DEL COM NEW 902973304 3822 82031 SH SOLE 780 0 81251 VALLEY NATL BANCORP COM 919794107 156 15979 SH SOLE 0 0 15979 VMWARE INC CL A COM 928563402 1976 14088 SH SOLE 0 0 14088 WASTE MGMT INC DEL COM 94106L109 4565 38708 SH SOLE 412 0 38296