0001085146-20-000991.txt : 20200316 0001085146-20-000991.hdr.sgml : 20200316 20200316163243 ACCESSION NUMBER: 0001085146-20-000991 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200316 DATE AS OF CHANGE: 20200316 EFFECTIVENESS DATE: 20200316 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTH ADVISORS, INC. CENTRAL INDEX KEY: 0001806580 IRS NUMBER: 330935471 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20203 FILM NUMBER: 20717649 BUSINESS ADDRESS: STREET 1: 16909 VIA DE SANTA FE STREET 2: STE 202 CITY: RANCHO SANTA FE STATE: CA ZIP: 90267 BUSINESS PHONE: 858-481-4088 MAIL ADDRESS: STREET 1: P.O. BOX 2429 CITY: RANCHO SANTA FE STATE: CA ZIP: 92067 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001806580 XXXXXXXX 12-31-2019 12-31-2019 false WEALTH ADVISORS, INC.

P.o. Box 2429 RANCHO SANTA FE CA 92067

13F HOLDINGS REPORT 028-20203 N Kenneth D. Fincher 8584814088104 /s/ Kenneth D. Fincher Rancho Santa Fe CA 03-16-2020 0 58 175376 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1148 5205 SH SOLE 0 0 5205 ALPHABET INC CAP STK CL A 02079K305 8808 5797 SH SOLE 0 0 5797 ALPHABET INC CAP STK CL C 02079K107 456 300 SH SOLE 0 0 300 AMAZON COM INC COM 023135106 30798 14287 SH SOLE 0 0 14287 AMAZON COM INC COM 023135106 575 1500 SH Call SOLE 0 0 1500 APPLE INC COM 037833100 22185 69547 SH SOLE 0 0 69547 AT&T INC COM 00206R102 292 7636 SH SOLE 0 0 7636 BANK AMER CORP COM 060505104 1010 29460 SH SOLE 0 0 29460 BOEING CO COM 097023105 429 1267 SH SOLE 0 0 1267 BRISTOL MYERS SQUIBB CO COM 110122108 396 6000 SH SOLE 0 0 6000 BROADCOM INC COM 11135F101 1554 5000 SH SOLE 0 0 5000 CERNER CORP COM 156782104 554 7220 SH SOLE 0 0 7220 CITIGROUP INC COM NEW 172967424 465 6000 SH SOLE 0 0 6000 DISNEY WALT CO COM DISNEY 254687106 767 5515 SH SOLE 0 0 5515 ESSEX PPTY TR INC COM 297178105 8880 27413 SH SOLE 0 0 27413 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 479 8800 SH SOLE 0 0 8800 ETF SER SOLUTIONS NETLEASE CORP 26922A248 545 18350 SH SOLE 0 0 18350 FACEBOOK INC CL A 30303M102 3715 17055 SH SOLE 0 0 17055 FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF 33738R308 617 27000 SH SOLE 0 0 27000 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 715 16750 SH SOLE 0 0 16750 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 527 20000 SH SOLE 0 0 20000 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 943 6108 SH SOLE 0 0 6108 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 1839 50730 SH SOLE 0 0 50730 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 256 3815 SH SOLE 0 0 3815 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 2551 80790 SH SOLE 0 0 80790 FIRST TR STOXX EURO DIV FD COMMON SHS 33735T109 831 57985 SH SOLE 0 0 57985 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1912 51970 SH SOLE 0 0 51970 HOME DEPOT INC COM 437076102 870 3565 SH SOLE 0 0 3565 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 2603 35419 SH SOLE 0 0 35419 INVESCO QQQ TR UNIT SER 1 46090E103 6948 29601 SH SOLE 0 0 29601 ISHARES TR CORE S&P SCP ETF 464287804 636 7644 SH SOLE 0 0 7644 ISHARES TR MSCI EMG MKT ETF 464287234 815 18570 SH SOLE 0 0 18570 ISHARES TR US INDUSTRIALS 464287754 2580 14899 SH SOLE 0 0 14899 JOHNSON & JOHNSON COM 478160104 2111 14157 SH SOLE 0 0 14157 JPMORGAN CHASE & CO COM 46625H100 1338 9865 SH SOLE 0 0 9865 LAM RESEARCH CORP COM 512807108 325 1000 SH SOLE 0 0 1000 MASTERCARD INC CL A 57636Q104 12736 37323 SH SOLE 0 0 37323 MCDONALDS CORP COM 580135101 211 974 SH SOLE 0 0 974 MICRON TECHNOLOGY INC COM 595112103 396 6850 SH SOLE 0 0 6850 MICROSOFT CORP COM 594918104 3770 20133 SH SOLE 0 0 20133 NETFLIX INC COM 64110L106 3973 10245 SH SOLE 0 0 10245 NIKE INC CL B 654106103 204 2000 SH SOLE 0 0 2000 NVIDIA CORP COM 67066G104 1800 6070 SH SOLE 0 0 6070 QUALCOMM INC COM 747525103 258 2935 SH SOLE 0 0 2935 SALESFORCE COM INC COM 79466L302 764 4000 SH SOLE 0 0 4000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1425 13756 SH SOLE 0 0 13756 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 10027 324501 SH SOLE 0 0 324501 SERVICENOW INC COM 81762P102 715 2000 SH SOLE 0 0 2000 SOUTHWEST AIRLS CO COM 844741108 1161 20155 SH SOLE 0 0 20155 SPDR S&P 500 ETF TR TR UNIT 78462F103 889 2640 SH SOLE 0 0 2640 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 577 1515 SH SOLE 0 0 1515 SPDR SERIES TRUST S&P DIVID ETF 78464A763 978 9025 SH SOLE 0 0 9025 VANGUARD GROUP DIV APP ETF 921908844 1616 12402 SH SOLE 0 0 12402 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 608 1965 SH SOLE 0 0 1965 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 12874 137290 SH SOLE 0 0 137290 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 259 1630 SH SOLE 0 0 1630 VERIZON COMMUNICATIONS INC COM 92343V104 401 6920 SH SOLE 0 0 6920 VISA INC COM CL A 92826C839 8261 39114 SH SOLE 0 0 39114