0001085146-18-000398.txt : 20180207 0001085146-18-000398.hdr.sgml : 20180207 20180207141235 ACCESSION NUMBER: 0001085146-18-000398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180207 EFFECTIVENESS DATE: 20180207 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: 18580538 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 12-31-2017 12-31-2017 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 02-07-2018 0 69 145811 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 4738 47696 SH SOLE 250 0 47446 AETNA INC NEW COM 00817Y108 2047 11081 SH SOLE 0 0 11081 ALASKA AIR GROUP INC COM 011659109 659 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2675 2401 SH SOLE 0 0 2401 AMAZON COM INC COM 023135106 2406 1932 SH SOLE 0 0 1932 ANALOG DEVICES INC COM 032654105 2935 31965 SH SOLE 215 0 31750 APPLE INC COM 037833100 3487 20001 SH SOLE 0 0 20001 AT&T INC COM 00206R102 4621 120720 SH SOLE 590 0 120130 BANK AMER CORP COM 060505104 381 12641 SH SOLE 0 0 12641 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 827 4077 SH SOLE 0 0 4077 BOISE CASCADE CO DEL COM 09739D100 624 15185 SH SOLE 0 0 15185 CA INC COM 12673P105 3337 98405 SH SOLE 630 0 97775 CDN IMPERIAL BK COMM TORONTO COM 136069101 2498 25200 SH SOLE 90 0 25110 CELGENE CORP COM 151020104 1510 14506 SH SOLE 0 0 14506 CENTURYLINK INC COM 156700106 533 30907 SH SOLE 240 0 30667 CISCO SYS INC COM 17275R102 3477 86973 SH SOLE 710 0 86263 COLGATE PALMOLIVE CO COM 194162103 901 11927 SH SOLE 0 0 11927 CSRA INC COM 12650T104 1187 38115 SH SOLE 0 0 38115 DISCOVER FINL SVCS COM 254709108 1731 22321 SH SOLE 0 0 22321 DISNEY WALT CO COM DISNEY 254687106 439 3997 SH SOLE 0 0 3997 EATON VANCE TAX MNGED BUY WR COM 27828X100 329 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 1973 22631 SH SOLE 0 0 22631 FORD MTR CO DEL COM PAR $0.01 345370860 4643 353154 SH SOLE 1870 0 351284 GENERAL ELECTRIC CO COM 369604103 4918 269301 SH SOLE 1275 0 268026 H & E EQUIPMENT SERVICES INC COM 404030108 3657 94078 SH SOLE 630 0 93448 HANESBRANDS INC COM 410345102 349 16180 SH SOLE 0 0 16180 HERSHEY CO COM 427866108 274 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 1102 5737 SH SOLE 0 0 5737 HSBC HLDGS PLC SPON ADR NEW 404280406 2293 44370 SH SOLE 430 0 43940 INTEL CORP COM 458140100 4149 92632 SH SOLE 595 0 92037 ISHARES TR CORE S&P500 ETF 464287200 1238 4489 SH SOLE 0 0 4489 ISHARES TR INTL SEL DIV ETF 464288448 3382 97925 SH SOLE 595 0 97330 ISHARES TR MIN VOL EAFE ETF 46429B689 933 12564 SH SOLE 510 0 12054 ISHARES TR SHRT NAT MUN ETF 464288158 422 4023 SH SOLE 0 0 4023 ISHARES TR TIPS BD ETF 464287176 496 4372 SH SOLE 0 0 4372 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 238 4732 SH SOLE 0 0 4732 JOHNSON & JOHNSON COM 478160104 4685 33040 SH SOLE 130 0 32910 JOHNSON CTLS INTL PLC SHS G51502105 2487 63731 SH SOLE 460 0 63271 KIMBERLY CLARK CORP COM 494368103 2486 20784 SH SOLE 70 0 20714 LILLY ELI & CO COM 532457108 4307 49897 SH SOLE 110 0 49787 LOWES COS INC COM 548661107 1860 19850 SH SOLE 0 0 19850 MICROCHIP TECHNOLOGY INC COM 595017104 4186 45208 SH SOLE 135 0 45073 MICROSOFT CORP COM 594918104 3827 43383 SH SOLE 160 0 43223 NEW YORK CMNTY BANCORP INC COM 649445103 3351 257425 SH SOLE 620 0 256805 NEXTERA ENERGY INC COM 65339F101 284 1855 SH SOLE 0 0 1855 NUVEEN AMT FREE MUN CR INC F COM 67071L106 395 25239 SH SOLE 0 0 25239 NUVEEN AMT FREE QLTY MUN INC COM 670657105 838 60776 SH SOLE 0 0 60776 NUVEEN QUALITY MUNCP INCOME COM 67066V101 382 27262 SH SOLE 0 0 27262 OCCIDENTAL PETE CORP DEL COM 674599105 4726 62819 SH SOLE 245 0 62574 ORACLE CORP COM 68389X105 1858 37929 SH SOLE 0 0 37929 PENGROWTH ENERGY CORP COM 70706P104 11 12580 SH SOLE 0 0 12580 PRICE T ROWE GROUP INC COM 74144T108 581 5285 SH SOLE 0 0 5285 PROCTER AND GAMBLE CO COM 742718109 4353 47482 SH SOLE 230 0 47252 PRUDENTIAL FINL INC COM 744320102 1378 11713 SH SOLE 0 0 11713 QUALCOMM INC COM 747525103 4562 68738 SH SOLE 165 0 68573 SALESFORCE COM INC COM 79466L302 1598 14655 SH SOLE 0 0 14655 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1284 20405 SH SOLE 0 0 20405 SHERWIN WILLIAMS CO COM 824348106 424 1000 SH SOLE 0 0 1000 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 212 600 SH SOLE 0 0 600 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 589 4360 SH SOLE 0 0 4360 TORTOISE ENERGY INFRA CORP COM 89147L100 3632 118995 SH SOLE 870 0 118125 UNITED TECHNOLOGIES CORP COM 913017109 1924 14498 SH SOLE 0 0 14498 VALLEY NATL BANCORP COM 919794107 184 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS REIT ETF 922908553 3901 47934 SH SOLE 205 0 47729 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 300 1190 SH SOLE 0 0 1190 WALGREENS BOOTS ALLIANCE INC COM 931427108 1696 22942 SH SOLE 0 0 22942 WASTE MGMT INC DEL COM 94106L109 4942 56127 SH SOLE 205 0 55922 WELLS FARGO CO NEW COM 949746101 2853 45938 SH SOLE 300 0 45638 WILLIAMS SONOMA INC COM 969904101 4306 79795 SH SOLE 195 0 79600