0001085146-18-001710.txt : 20180719 0001085146-18-001710.hdr.sgml : 20180719 20180718205323 ACCESSION NUMBER: 0001085146-18-001710 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180719 DATE AS OF CHANGE: 20180718 EFFECTIVENESS DATE: 20180719 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: 18959371 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 06-30-2018 06-30-2018 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 07-18-2018 0 69 130957 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AETNA INC NEW COM 00817Y108 2088 11251 SH SOLE 0 0 11251 ALASKA AIR GROUP INC COM 011659109 555 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2890 2531 SH SOLE 0 0 2531 AMAZON COM INC COM 023135106 3288 1918 SH SOLE 0 0 1918 ANALOG DEVICES INC COM 032654105 3121 32420 SH SOLE 215 0 32205 APPLE INC COM 037833100 3759 20085 SH SOLE 0 0 20085 AT&T INC COM 00206R102 4213 130690 SH SOLE 590 0 130100 BANK AMER CORP COM 060505104 382 13457 SH SOLE 0 0 13457 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 720 3827 SH SOLE 0 0 3827 BOISE CASCADE CO DEL COM 09739D100 659 14590 SH SOLE 0 0 14590 CDN IMPERIAL BK COMM TORONTO COM 136069101 2343 27115 SH SOLE 90 0 27025 CELGENE CORP COM 151020104 1454 18281 SH SOLE 0 0 18281 CENTURYLINK INC COM 156700106 493 26677 SH SOLE 240 0 26437 CISCO SYS INC COM 17275R102 3752 87661 SH SOLE 585 0 87076 COLGATE PALMOLIVE CO COM 194162103 859 13317 SH SOLE 0 0 13317 DISCOVER FINL SVCS COM 254709108 1587 22286 SH SOLE 0 0 22286 DISNEY WALT CO COM DISNEY 254687106 421 3997 SH SOLE 0 0 3997 DXC TECHNOLOGY CO COM 23355L106 1471 17982 SH SOLE 0 0 17982 EATON VANCE TAX MNGED BUY WR COM 27828X100 313 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 2069 25327 SH SOLE 0 0 25327 FIRST HORIZON NATL CORP COM 320517105 1243 69355 SH SOLE 0 0 69355 FORD MTR CO DEL COM PAR $0.01 345370860 4182 376325 SH SOLE 1870 0 374455 GENERAL ELECTRIC CO COM 369604103 3765 282003 SH SOLE 1275 0 280728 H & E EQUIPMENT SERVICES INC COM 404030108 3257 86643 SH SOLE 630 0 86013 HANESBRANDS INC COM 410345102 2986 135570 SH SOLE 530 0 135040 HERSHEY CO COM 427866108 221 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 1000 5152 SH SOLE 0 0 5152 HSBC HLDGS PLC SPON ADR NEW 404280406 2062 44355 SH SOLE 430 0 43925 INTEL CORP COM 458140100 4456 88749 SH SOLE 530 0 88219 ISHARES TR TIPS BD ETF 464287176 490 4372 SH SOLE 0 0 4372 ISHARES TR CORE S&P500 ETF 464287200 1086 3968 SH SOLE 0 0 3968 ISHARES TR CORE S&P MCP ETF 464287507 208 1066 SH SOLE 0 0 1066 ISHARES TR RUS 2000 GRW ETF 464287648 212 1025 SH SOLE 0 0 1025 ISHARES TR CORE S&P SCP ETF 464287804 352 4168 SH SOLE 0 0 4168 ISHARES TR SHRT NAT MUN ETF 464288158 422 4023 SH SOLE 0 0 4023 ISHARES TR INTL SEL DIV ETF 464288448 3203 100642 SH SOLE 660 0 99982 ISHARES TR MIN VOL EAFE ETF 46429B689 1000 14172 SH SOLE 510 0 13662 ISHARES US ETF TR SHT MAT BD ETF 46431W507 237 4732 SH SOLE 0 0 4732 JOHNSON & JOHNSON COM 478160104 4207 34631 SH SOLE 130 0 34501 JOHNSON CTLS INTL PLC SHS G51502105 2306 69456 SH SOLE 460 0 68996 KIMBERLY CLARK CORP COM 494368103 2287 21834 SH SOLE 70 0 21764 LILLY ELI & CO COM 532457108 4290 49965 SH SOLE 0 0 49965 MASTERCARD INCORPORATED CL A 57636Q104 202 1020 SH SOLE 0 0 1020 MICROCHIP TECHNOLOGY INC COM 595017104 4584 50159 SH SOLE 135 0 50024 MICROSOFT CORP COM 594918104 4148 41331 SH SOLE 160 0 41171 NEW YORK CMNTY BANCORP INC COM 649445103 2918 264645 SH SOLE 620 0 264025 NEXTERA ENERGY INC COM 65339F101 253 1495 SH SOLE 0 0 1495 NUVEEN AMT FREE MUN CR INC F COM 67071L106 369 25239 SH SOLE 0 0 25239 NUVEEN AMT FREE QLTY MUN INC COM 670657105 793 60776 SH SOLE 0 0 60776 NUVEEN QUALITY MUNCP INCOME COM 67066V101 362 27262 SH SOLE 0 0 27262 OCCIDENTAL PETE CORP DEL COM 674599105 232 2810 SH SOLE 0 0 2810 ORACLE CORP COM 68389X105 1688 37544 SH SOLE 0 0 37544 PPL CORP COM 69351T106 4209 146609 SH SOLE 715 0 145894 PROCTER AND GAMBLE CO COM 742718109 5039 64487 SH SOLE 285 0 64202 PRUDENTIAL FINL INC COM 744320102 1378 14594 SH SOLE 0 0 14594 QUALCOMM INC COM 747525103 766 13635 SH SOLE 0 0 13635 SALESFORCE COM INC COM 79466L302 2128 15145 SH SOLE 0 0 15145 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1377 23820 SH SOLE 0 0 23820 SHERWIN WILLIAMS CO COM 824348106 407 1000 SH SOLE 0 0 1000 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 646 8840 SH SOLE 0 0 8840 TORTOISE ENERGY INFRA CORP COM 89147L100 3574 134343 SH SOLE 970 0 133373 UNITED TECHNOLOGIES CORP COM 913017109 1853 14798 SH SOLE 0 0 14798 VALLEY NATL BANCORP COM 919794107 196 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 295 1180 SH SOLE 0 0 1180 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4297 53080 SH SOLE 205 0 52875 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 298 7010 SH SOLE 0 0 7010 WALGREENS BOOTS ALLIANCE INC COM 931427108 1523 24867 SH SOLE 0 0 24867 WASTE MGMT INC DEL COM 94106L109 4733 57805 SH SOLE 205 0 57600 WELLS FARGO CO NEW COM 949746101 2780 49395 SH SOLE 300 0 49095