0001085146-22-002422.txt : 20220718 0001085146-22-002422.hdr.sgml : 20220718 20220715175312 ACCESSION NUMBER: 0001085146-22-002422 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220718 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: 221087755 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 06-30-2022 06-30-2022 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 07-13-2022 0 95 323877 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 2830 7730 SH SOLE 0 0 7730 ALPHABET INC CAP STK CL A 02079K305 7192 3300 SH SOLE 15 0 3285 AMAZON COM INC COM 023135106 5402 50860 SH SOLE 200 0 50660 AMERICAN EXPRESS CO COM 025816109 250 1800 SH SOLE 0 0 1800 AMERISOURCEBERGEN CORP COM 03073E105 255 1800 SH SOLE 0 0 1800 AMGEN INC COM 031162100 7439 30576 SH SOLE 185 0 30391 ANALOG DEVICES INC COM 032654105 8144 55744 SH SOLE 326 0 55418 AON PLC SHS CL A G0403H108 249 923 SH SOLE 0 0 923 APPLE INC COM 037833100 14490 105982 SH SOLE 247 0 105735 ARCHER DANIELS MIDLAND CO COM 039483102 1220 15720 SH SOLE 389 0 15331 AT&T INC COM 00206R102 3791 180854 SH SOLE 1660 0 179194 BANK NEW YORK MELLON CORP COM 064058100 5327 127706 SH SOLE 800 0 126906 BCE INC COM NEW 05534B760 2219 45120 SH SOLE 0 0 45120 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2213 8104 SH SOLE 0 0 8104 BEST BUY INC COM 086516101 3744 57432 SH SOLE 585 0 56847 BK OF AMERICA CORP COM 060505104 590 18940 SH SOLE 0 0 18940 BOSTON SCIENTIFIC CORP COM 101137107 2756 73956 SH SOLE 0 0 73956 BRISTOL-MYERS SQUIBB CO COM 110122108 9409 122200 SH SOLE 885 0 121315 BROADCOM INC COM 11135F101 9423 19396 SH SOLE 90 0 19306 CAPITAL ONE FINL CORP COM 14040H105 2282 21900 SH SOLE 150 0 21750 CISCO SYS INC COM 17275R102 6710 157364 SH SOLE 1433 0 155931 COMCAST CORP NEW CL A 20030N101 6446 164274 SH SOLE 1149 0 163125 CONAGRA BRANDS INC COM 205887102 3967 115856 SH SOLE 615 0 115241 CONSTELLATION BRANDS INC CL A 21036P108 2515 10790 SH SOLE 0 0 10790 CORNING INC COM 219350105 6703 212718 SH SOLE 1355 0 211363 CVS HEALTH CORP COM 126650100 4335 46780 SH SOLE 331 0 46449 DISNEY WALT CO COM 254687106 2239 23722 SH SOLE 0 0 23722 EATON VANCE TAX MNGED BUY WR COM 27828X100 346 23000 SH SOLE 0 0 23000 ELECTRONIC ARTS INC COM 285512109 5459 44874 SH SOLE 254 0 44620 ENBRIDGE INC COM 29250N105 1979 46826 SH SOLE 0 0 46826 EXPEDIA GROUP INC COM NEW 30212P303 2002 21110 SH SOLE 0 0 21110 EXXON MOBIL CORP COM 30231G102 1551 18108 SH SOLE 0 0 18108 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 270 2800 SH SOLE 0 0 2800 GENERAL DYNAMICS CORP COM 369550108 4038 18252 SH SOLE 128 0 18124 GENERATION INCOME PPTYS INC *W EXP 09/03/202 37149D113 50 100000 SH SOLE 0 0 100000 GENERATION INCOME PPTYS INC COM NEW 37149D204 639 100000 SH SOLE 0 0 100000 GOLDMAN SACHS GROUP INC COM 38141G104 6307 21234 SH SOLE 150 0 21084 HASBRO INC COM 418056107 5095 62228 SH SOLE 425 0 61803 HERSHEY CO COM 427866108 1033 4800 SH SOLE 0 0 4800 HEWLETT PACKARD ENTERPRISE C COM 42824C109 428 32272 SH SOLE 850 0 31422 HOME DEPOT INC COM 437076102 6515 23754 SH SOLE 75 0 23679 INTEL CORP COM 458140100 6244 166904 SH SOLE 1358 0 165546 INVESCO QQQ TR UNIT SER 1 46090E103 235 838 SH SOLE 0 0 838 ISHARES TR CORE HIGH DV ETF 46429B663 859 8554 SH SOLE 0 0 8554 ISHARES TR CORE S&P SCP ETF 464287804 212 2298 SH SOLE 0 0 2298 ISHARES TR CORE S&P500 ETF 464287200 2020 5328 SH SOLE 0 0 5328 ISHARES TR GLOBAL MATER ETF 464288695 3166 42840 SH SOLE 211 0 42629 ISHARES TR MSCI KLD400 SOC 464288570 206 2870 SH SOLE 0 0 2870 ISHARES TR RUSSELL 2000 ETF 464287655 507 2992 SH SOLE 0 0 2992 ISHARES TR S&P 500 VAL ETF 464287408 477 3472 SH SOLE 0 0 3472 ISHARES TR TIPS BD ETF 464287176 725 6366 SH SOLE 0 0 6366 JOHNSON & JOHNSON COM 478160104 207 1168 SH SOLE 0 0 1168 JOHNSON CTLS INTL PLC SHS G51502105 5120 106940 SH SOLE 525 0 106415 LABORATORY CORP AMER HLDGS COM NEW 50540R409 3902 16650 SH SOLE 95 0 16555 LOCKHEED MARTIN CORP COM 539830109 279 650 SH SOLE 0 0 650 LULULEMON ATHLETICA INC COM 550021109 1464 5370 SH SOLE 0 0 5370 MCDONALDS CORP COM 580135101 7252 29374 SH SOLE 210 0 29164 MEDTRONIC PLC SHS G5960L103 5007 55786 SH SOLE 340 0 55446 MICROCHIP TECHNOLOGY INC. COM 595017104 4022 69250 SH SOLE 0 0 69250 MICRON TECHNOLOGY INC COM 595112103 221 4000 SH SOLE 0 0 4000 MICROSOFT CORP COM 594918104 10407 40522 SH SOLE 265 0 40257 NATIONAL FUEL GAS CO COM 636180101 3176 48088 SH SOLE 472 0 47616 NEXTERA ENERGY INC COM 65339F101 558 7200 SH SOLE 0 0 7200 NORDSON CORP COM 655663102 202 1000 SH SOLE 0 0 1000 NUVEEN AMT FREE MUN CR INC F COM 67071L106 543 41448 SH SOLE 0 0 41448 NUVEEN AMT FREE QLTY MUN INC COM 670657105 442 37606 SH SOLE 0 0 37606 NUVEEN QUALITY MUNCP INCOME COM 67066V101 378 30324 SH SOLE 0 0 30324 PEPSICO INC COM 713448108 226 1358 SH SOLE 0 0 1358 PFIZER INC COM 717081103 9023 172098 SH SOLE 1585 0 170513 PPL CORP COM 69351T106 6034 222414 SH SOLE 1285 0 221129 PROCTER AND GAMBLE CO COM 742718109 640 4454 SH SOLE 0 0 4454 QORVO INC COM 74736K101 538 5706 SH SOLE 145 0 5561 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6006 62490 SH SOLE 407 0 62083 SALESFORCE INC COM 79466L302 5881 35636 SH SOLE 221 0 35415 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 6215 152110 SH SOLE 950 0 151160 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 256 2000 SH SOLE 0 0 2000 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 3629 49304 SH SOLE 390 0 48914 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 453 3560 SH SOLE 0 0 3560 SERVICENOW INC COM 81762P102 1774 3730 SH SOLE 0 0 3730 SHERWIN WILLIAMS CO COM 824348106 1343 6000 SH SOLE 0 0 6000 SOUTHERN CO COM 842587107 6424 90090 SH SOLE 574 0 89516 SOUTHSTATE CORPORATION COM 840441109 453 5870 SH SOLE 0 0 5870 TELUS CORPORATION COM 87971M103 8800 394960 SH SOLE 2897 0 392063 TEXAS INSTRS INC COM 882508104 246 1600 SH SOLE 0 0 1600 TOTALENERGIES SE SPONSORED ADS 89151E109 8405 159662 SH SOLE 1312 0 158350 TRUIST FINL CORP COM 89832Q109 3706 78138 SH SOLE 492 0 77646 UNITED PARCEL SERVICE INC CL B 911312106 219 1200 SH SOLE 0 0 1200 UNITEDHEALTH GROUP INC COM 91324P102 354 690 SH SOLE 0 0 690 US BANCORP DEL COM NEW 902973304 8115 176328 SH SOLE 1030 0 175298 VALLEY NATL BANCORP COM 919794107 333 31958 SH SOLE 0 0 31958 VANGUARD INDEX FDS TOTAL STK MKT 922908769 228 1208 SH SOLE 0 0 1208 VERIZON COMMUNICATIONS INC COM 92343V104 7796 153610 SH SOLE 950 0 152660 WALMART INC COM 931142103 8202 67462 SH SOLE 375 0 67087 WARNER BROS DISCOVERY INC COM SER A 934423104 1638 122026 SH SOLE 340 0 121686 WASTE MGMT INC DEL COM 94106L109 11257 73584 SH SOLE 551 0 73033