0001085146-19-001947.txt : 20190723 0001085146-19-001947.hdr.sgml : 20190723 20190723121632 ACCESSION NUMBER: 0001085146-19-001947 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190723 DATE AS OF CHANGE: 20190723 EFFECTIVENESS DATE: 20190723 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: 19967235 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 06-30-2019 06-30-2019 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. Chief Compliance Officer 813-642-7730 /s/ Robert Fenn Giles, Jr. Tampa FL 07-23-2019 0 72 137791
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALASKA AIR GROUP INC COM 011659109 579 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2694 2488 SH SOLE 0 0 2488 AMAZON COM INC COM 023135106 2089 1103 SH SOLE 0 0 1103 AMGEN INC COM 031162100 2694 14619 SH SOLE 105 0 14514 ANALOG DEVICES INC COM 032654105 3476 30795 SH SOLE 215 0 30580 APPLE INC COM 037833100 3600 18191 SH SOLE 0 0 18191 APPLIED MATLS INC COM 038222105 2667 59395 SH SOLE 235 0 59160 AT&T INC COM 00206R102 4123 123043 SH SOLE 680 0 122363 BANK AMER CORP COM 060505104 405 13957 SH SOLE 0 0 13957 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 810 3801 SH SOLE 0 0 3801 BRISTOL MYERS SQUIBB CO COM 110122108 2415 53260 SH SOLE 200 0 53060 CARDINAL HEALTH INC COM 14149Y108 2284 48485 SH SOLE 325 0 48160 CDN IMPERIAL BK COMM TORONTO COM 136069101 2153 27410 SH SOLE 110 0 27300 CELGENE CORP COM 151020104 892 9651 SH SOLE 0 0 9651 CISCO SYS INC COM 17275R102 3293 60161 SH SOLE 425 0 59736 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1229 19385 SH SOLE 0 0 19385 COLGATE PALMOLIVE CO COM 194162103 966 13483 SH SOLE 0 0 13483 COMCAST CORP NEW CL A 20030N101 3556 84116 SH SOLE 225 0 83891 CONAGRA BRANDS INC COM 205887102 1571 59255 SH SOLE 0 0 59255 CVS HEALTH CORP COM 126650100 1639 30086 SH SOLE 0 0 30086 DISNEY WALT CO COM DISNEY 254687106 464 3322 SH SOLE 0 0 3322 DXC TECHNOLOGY CO COM 23355L106 1447 26232 SH SOLE 0 0 26232 EATON VANCE TAX MNGED BUY WR COM 27828X100 306 19554 SH SOLE 0 0 19554 ENBRIDGE INC COM 29250N105 743 20585 SH SOLE 0 0 20585 EXXON MOBIL CORP COM 30231G102 3790 49464 SH SOLE 105 0 49359 GENERAL DYNAMICS CORP COM 369550108 1534 8435 SH SOLE 0 0 8435 GENERAL MLS INC COM 370334104 2832 53922 SH SOLE 395 0 53527 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1058 26445 SH SOLE 0 0 26445 GOODYEAR TIRE & RUBR CO COM 382550101 2570 167957 SH SOLE 1190 0 166767 H & E EQUIPMENT SERVICES INC COM 404030108 2725 93673 SH SOLE 405 0 93268 HERSHEY CO COM 427866108 322 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 2201 10582 SH SOLE 0 0 10582 HSBC HLDGS PLC SPON ADR NEW 404280406 2064 49440 SH SOLE 260 0 49180 INTEL CORP COM 458140100 3844 80307 SH SOLE 530 0 79777 INTERPUBLIC GROUP COS INC COM 460690100 2144 94914 SH SOLE 560 0 94354 ISHARES TR TIPS BD ETF 464287176 505 4372 SH SOLE 0 0 4372 ISHARES TR CORE S&P500 ETF 464287200 1063 3605 SH SOLE 0 0 3605 ISHARES TR SHRT NAT MUN ETF 464288158 429 4023 SH SOLE 0 0 4023 ISHARES TR INTL SEL DIV ETF 464288448 3266 106300 SH SOLE 715 0 105585 ISHARES TR CORE HIGH DV ETF 46429B663 271 2870 SH SOLE 0 0 2870 ISHARES TR MIN VOL EAFE ETF 46429B689 320 4406 SH SOLE 355 0 4051 JOHNSON CTLS INTL PLC SHS G51502105 2824 68359 SH SOLE 530 0 67829 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1885 10905 SH SOLE 0 0 10905 LEGGETT & PLATT INC COM 524660107 779 20290 SH SOLE 250 0 20040 MEDTRONIC PLC SHS G5960L103 2825 29009 SH SOLE 210 0 28799 MICROCHIP TECHNOLOGY INC COM 595017104 1044 12045 SH SOLE 0 0 12045 MICROSOFT CORP COM 594918104 3276 24458 SH SOLE 115 0 24343 NEWELL BRANDS INC COM 651229106 3704 240227 SH SOLE 1110 0 239117 NEXTERA ENERGY INC COM 65339F101 306 1495 SH SOLE 0 0 1495 NUVEEN AMT FREE MUN CR INC F COM 67071L106 368 23169 SH SOLE 0 0 23169 NUVEEN AMT FREE QLTY MUN INC COM 670657105 789 57128 SH SOLE 0 0 57128 NUVEEN QUALITY MUNCP INCOME COM 67066V101 356 25451 SH SOLE 0 0 25451 PHILLIPS 66 COM 718546104 829 8860 SH SOLE 0 0 8860 POLARIS INDS INC COM 731068102 917 10055 SH SOLE 0 0 10055 PPL CORP COM 69351T106 3402 109696 SH SOLE 715 0 108981 PROCTER AND GAMBLE CO COM 742718109 5018 45762 SH SOLE 270 0 45492 PRUDENTIAL FINL INC COM 744320102 1477 14619 SH SOLE 0 0 14619 SALESFORCE COM INC COM 79466L302 1707 11252 SH SOLE 0 0 11252 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1448 24745 SH SOLE 0 0 24745 SHERWIN WILLIAMS CO COM 824348106 458 1000 SH SOLE 0 0 1000 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 475 11747 SH SOLE 0 0 11747 SUNTRUST BKS INC COM 867914103 1501 23876 SH SOLE 0 0 23876 TELUS CORP COM 87971M103 2666 72240 SH SOLE 0 0 72240 TORTOISE ENERGY INFRA CORP COM 89147L100 3215 142572 SH SOLE 1025 0 141547 UNITED TECHNOLOGIES CORP COM 913017109 1974 15161 SH SOLE 0 0 15161 US BANCORP DEL COM NEW 902973304 4110 78435 SH SOLE 365 0 78070 VALLEY NATL BANCORP COM 919794107 172 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 340 1262 SH SOLE 0 0 1262 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4416 50526 SH SOLE 205 0 50321 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 299 7170 SH SOLE 0 0 7170 WASTE MGMT INC DEL COM 94106L109 4568 39591 SH SOLE 205 0 39386 WESTPAC BKG CORP SPONSORED ADR 961214301 3610 181155 SH SOLE 970 0 180185