0001085146-18-001338.txt : 20180511 0001085146-18-001338.hdr.sgml : 20180511 20180511123942 ACCESSION NUMBER: 0001085146-18-001338 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 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: 18825950 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 true false 0001715228 XXXXXXXX 03-31-2018 03-31-2018 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 05-10-2018 0 70 138244 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 4242 44791 SH SOLE 250 0 44541 AETNA INC NEW COM 00817Y108 1883 11126 SH SOLE 0 0 11126 ALASKA AIR GROUP INC COM 011659109 562 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2561 2471 SH SOLE 0 0 2471 AMAZON COM INC COM 023135106 2739 1894 SH SOLE 0 0 1894 ANALOG DEVICES INC COM 032654105 3035 33265 SH SOLE 215 0 33050 APPLE INC COM 037833100 3359 20030 SH SOLE 0 0 20030 AT&T INC COM 00206R102 4341 121740 SH SOLE 590 0 121150 BANK AMER CORP COM 060505104 404 13457 SH SOLE 0 0 13457 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 763 3827 SH SOLE 0 0 3827 BOISE CASCADE CO DEL COM 09739D100 563 14590 SH SOLE 0 0 14590 CA INC COM 12673P105 3312 97575 SH SOLE 630 0 96945 CDN IMPERIAL BK COMM TORONTO COM 136069101 2219 25105 SH SOLE 90 0 25015 CELGENE CORP COM 151020104 1352 15141 SH SOLE 0 0 15141 CENTURYLINK INC COM 156700106 489 29857 SH SOLE 240 0 29617 CISCO SYS INC COM 17275R102 3464 80721 SH SOLE 585 0 80136 COLGATE PALMOLIVE CO COM 194162103 854 11927 SH SOLE 0 0 11927 DISCOVER FINL SVCS COM 254709108 1594 22166 SH SOLE 0 0 22166 DISNEY WALT CO COM DISNEY 254687106 401 3997 SH SOLE 0 0 3997 EATON VANCE TAX MNGED BUY WR COM 27828X100 305 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 1823 24433 SH SOLE 0 0 24433 FORD MTR CO DEL COM PAR $0.01 345370860 4121 371559 SH SOLE 1870 0 369689 GENERAL ELECTRIC CO COM 369604103 3875 287293 SH SOLE 1275 0 286018 H & E EQUIPMENT SERVICES INC COM 404030108 3366 87493 SH SOLE 630 0 86863 HANESBRANDS INC COM 410345102 317 17215 SH SOLE 0 0 17215 HERSHEY CO COM 427866108 238 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 918 5152 SH SOLE 0 0 5152 HSBC HLDGS PLC SPON ADR NEW 404280406 2130 44650 SH SOLE 430 0 44220 INTEL CORP COM 458140100 4706 90312 SH SOLE 530 0 89782 ISHARES TR CORE S&P SCP ETF 464287804 244 3171 SH SOLE 0 0 3171 ISHARES TR CORE S&P500 ETF 464287200 1072 4035 SH SOLE 0 0 4035 ISHARES TR INTL SEL DIV ETF 464288448 3264 98765 SH SOLE 595 0 98170 ISHARES TR MIN VOL EAFE ETF 46429B689 995 13499 SH SOLE 510 0 12989 ISHARES TR SHRT NAT MUN ETF 464288158 422 4023 SH SOLE 0 0 4023 ISHARES TR TIPS BD ETF 464287176 494 4372 SH SOLE 0 0 4372 ISHARES US ETF TR SHT MAT BD ETF 46431W507 238 4732 SH SOLE 0 0 4732 JOHNSON & JOHNSON COM 478160104 4371 34156 SH SOLE 130 0 34026 JOHNSON CTLS INTL PLC SHS G51502105 2309 65401 SH SOLE 460 0 64941 KIMBERLY CLARK CORP COM 494368103 2314 21014 SH SOLE 70 0 20944 LILLY ELI & CO COM 532457108 3881 50165 SH SOLE 0 0 50165 LOWES COS INC COM 548661107 1902 21675 SH SOLE 0 0 21675 MICROCHIP TECHNOLOGY INC COM 595017104 4095 44828 SH SOLE 135 0 44693 MICROSOFT CORP COM 594918104 3868 42385 SH SOLE 160 0 42225 NEW YORK CMNTY BANCORP INC COM 649445103 3321 254955 SH SOLE 620 0 254335 NEXTERA ENERGY INC COM 65339F101 303 1855 SH SOLE 0 0 1855 NUVEEN AMT FREE MUN CR INC F COM 67071L106 366 25239 SH SOLE 0 0 25239 NUVEEN AMT FREE QLTY MUN INC COM 670657105 790 60776 SH SOLE 0 0 60776 NUVEEN QUALITY MUNCP INCOME COM 67066V101 358 27262 SH SOLE 0 0 27262 OCCIDENTAL PETE CORP DEL COM 674599105 4419 67976 SH SOLE 245 0 67731 ORACLE CORP COM 68389X105 1718 37544 SH SOLE 0 0 37544 PENGROWTH ENERGY CORP COM 70706P104 8 12580 SH SOLE 0 0 12580 PPL CORP COM 69351T106 3274 115805 SH SOLE 615 0 115190 PRICE T ROWE GROUP INC COM 74144T108 331 3070 SH SOLE 0 0 3070 PROCTER AND GAMBLE CO COM 742718109 4922 62087 SH SOLE 285 0 61802 PRUDENTIAL FINL INC COM 744320102 1420 13723 SH SOLE 0 0 13723 QUALCOMM INC COM 747525103 755 13635 SH SOLE 0 0 13635 SALESFORCE COM INC COM 79466L302 1734 14900 SH SOLE 0 0 14900 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1346 23615 SH SOLE 0 0 23615 SHERWIN WILLIAMS CO COM 824348106 392 1000 SH SOLE 0 0 1000 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 587 4420 SH SOLE 0 0 4420 TORTOISE ENERGY INFRA CORP COM 89147L100 3111 124707 SH SOLE 870 0 123837 UNITED TECHNOLOGIES CORP COM 913017109 1829 14533 SH SOLE 0 0 14533 VALLEY NATL BANCORP COM 919794107 199 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4008 53069 SH SOLE 205 0 52864 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 280 1155 SH SOLE 0 0 1155 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 262 5910 SH SOLE 0 0 5910 WALGREENS BOOTS ALLIANCE INC COM 931427108 1534 23477 SH SOLE 0 0 23477 WASTE MGMT INC DEL COM 94106L109 4848 57580 SH SOLE 205 0 57375 WELLS FARGO CO NEW COM 949746101 2515 47924 SH SOLE 300 0 47624 WILLIAMS SONOMA INC COM 969904101 4209 79760 SH SOLE 195 0 79565