0001085146-18-002394.txt : 20181025 0001085146-18-002394.hdr.sgml : 20181025 20181025121100 ACCESSION NUMBER: 0001085146-18-002394 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181025 DATE AS OF CHANGE: 20181025 EFFECTIVENESS DATE: 20181025 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: 181138256 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 09-30-2018 09-30-2018 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 10-23-2018 0 69 142561 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AETNA INC NEW COM 00817Y108 2204 10886 SH SOLE 0 0 10886 ALASKA AIR GROUP INC COM 011659109 624 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 3059 2536 SH SOLE 0 0 2536 AMAZON COM INC COM 023135106 3848 1923 SH SOLE 0 0 1923 ANALOG DEVICES INC COM 032654105 3147 34051 SH SOLE 0 0 34051 APPLE INC COM 037833100 4301 19050 SH SOLE 0 0 19050 AT&T INC COM 00206R102 4490 133655 SH SOLE 0 0 133655 BANK AMER CORP COM 060505104 397 13457 SH SOLE 0 0 13457 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 819 3827 SH SOLE 0 0 3827 CDN IMPERIAL BK COMM TORONTO COM 136069101 2521 26910 SH SOLE 0 0 26910 CELGENE CORP COM 151020104 1731 19366 SH SOLE 0 0 19366 CISCO SYS INC COM 17275R102 3951 81414 SH SOLE 0 0 81414 COLGATE PALMOLIVE CO COM 194162103 952 14197 SH SOLE 0 0 14197 DISCOVER FINL SVCS COM 254709108 1713 22416 SH SOLE 0 0 22416 DISNEY WALT CO COM DISNEY 254687106 389 3322 SH SOLE 0 0 3322 DXC TECHNOLOGY CO COM 23355L106 1802 19242 SH SOLE 0 0 19242 EATON VANCE TAX MNGED BUY WR COM 27828X100 326 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 4205 49452 SH SOLE 0 0 49452 FIRST HORIZON NATL CORP COM 320517105 1382 79970 SH SOLE 0 0 79970 FORD MTR CO DEL COM PAR $0.01 345370860 414 44694 SH SOLE 0 0 44694 GENERAL DYNAMICS CORP COM 369550108 1594 7805 SH SOLE 0 0 7805 GENERAL ELECTRIC CO COM 369604103 3160 279683 SH SOLE 0 0 279683 GENERAL MLS INC COM 370334104 2431 56530 SH SOLE 0 0 56530 H & E EQUIPMENT SERVICES INC COM 404030108 3390 89764 SH SOLE 0 0 89764 HANESBRANDS INC COM 410345102 3542 192175 SH SOLE 0 0 192175 HERSHEY CO COM 427866108 245 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 2212 10682 SH SOLE 0 0 10682 HSBC HLDGS PLC SPON ADR NEW 404280406 2302 52475 SH SOLE 0 0 52475 INTEL CORP COM 458140100 4479 94794 SH SOLE 0 0 94794 ISHARES TR CORE S&P MCP ETF 464287507 215 1066 SH SOLE 0 0 1066 ISHARES TR CORE S&P SCP ETF 464287804 364 4168 SH SOLE 0 0 4168 ISHARES TR CORE S&P500 ETF 464287200 1162 3968 SH SOLE 0 0 3968 ISHARES TR INTL SEL DIV ETF 464288448 3525 108067 SH SOLE 0 0 108067 ISHARES TR MIN VOL EAFE ETF 46429B689 1030 14172 SH SOLE 0 0 14172 ISHARES TR RUS 2000 GRW ETF 464287648 221 1025 SH SOLE 0 0 1025 ISHARES TR SHRT NAT MUN ETF 464288158 421 4023 SH SOLE 0 0 4023 ISHARES TR TIPS BD ETF 464287176 484 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 4718 34111 SH SOLE 0 0 34111 JOHNSON CTLS INTL PLC SHS G51502105 2456 70042 SH SOLE 0 0 70042 KIMBERLY CLARK CORP COM 494368103 2425 21314 SH SOLE 0 0 21314 LEGGETT & PLATT INC COM 524660107 3089 70610 SH SOLE 0 0 70610 MASTERCARD INCORPORATED CL A 57636Q104 228 1020 SH SOLE 0 0 1020 MICROCHIP TECHNOLOGY INC COM 595017104 4496 56984 SH SOLE 0 0 56984 MICROSOFT CORP COM 594918104 4093 35835 SH SOLE 0 0 35835 NEW YORK CMNTY BANCORP INC COM 649445103 3369 324940 SH SOLE 0 0 324940 NEWELL BRANDS INC COM 651229106 4151 204785 SH SOLE 0 0 204785 NEXTERA ENERGY INC COM 65339F101 251 1495 SH SOLE 0 0 1495 NUVEEN AMT FREE MUN CR INC F COM 67071L106 367 25239 SH SOLE 0 0 25239 NUVEEN AMT FREE QLTY MUN INC COM 670657105 722 57128 SH SOLE 0 0 57128 NUVEEN QUALITY MUNCP INCOME COM 67066V101 326 25451 SH SOLE 0 0 25451 OCCIDENTAL PETE CORP DEL COM 674599105 238 2895 SH SOLE 0 0 2895 POLARIS INDS INC COM 731068102 1073 10625 SH SOLE 0 0 10625 PPL CORP COM 69351T106 4380 149739 SH SOLE 0 0 149739 PROCTER AND GAMBLE CO COM 742718109 5421 65211 SH SOLE 0 0 65211 PRUDENTIAL FINL INC COM 744320102 1517 14934 SH SOLE 0 0 14934 SALESFORCE COM INC COM 79466L302 2102 13225 SH SOLE 0 0 13225 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1437 24755 SH SOLE 0 0 24755 SHERWIN WILLIAMS CO COM 824348106 455 1000 SH SOLE 0 0 1000 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 507 6725 SH SOLE 0 0 6725 TORTOISE ENERGY INFRA CORP COM 89147L100 3754 139310 SH SOLE 0 0 139310 UNITED TECHNOLOGIES CORP COM 913017109 2107 15083 SH SOLE 0 0 15083 VALLEY NATL BANCORP COM 919794107 180 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4323 53560 SH SOLE 0 0 53560 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 288 1080 SH SOLE 0 0 1080 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 312 7210 SH SOLE 0 0 7210 WALGREENS BOOTS ALLIANCE INC COM 931427108 1823 24992 SH SOLE 0 0 24992 WASTE MGMT INC DEL COM 94106L109 5182 57350 SH SOLE 0 0 57350 WELLS FARGO CO NEW COM 949746101 3481 66162 SH SOLE 0 0 66162