0001085146-19-000405.txt : 20190208 0001085146-19-000405.hdr.sgml : 20190208 20190207174413 ACCESSION NUMBER: 0001085146-19-000405 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190207 EFFECTIVENESS DATE: 20190208 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: 19576253 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 false false 0001715228 XXXXXXXX 12-31-2018 12-31-2018 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 02-05-2019 0 67 123013 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALASKA AIR GROUP INC COM 011659109 552 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2629 2518 SH SOLE 0 0 2518 AMAZON COM INC COM 023135106 2882 1913 SH SOLE 0 0 1913 ANALOG DEVICES INC COM 032654105 2912 33951 SH SOLE 0 0 33951 APPLE INC COM 037833100 2839 18014 SH SOLE 0 0 18014 AT&T INC COM 00206R102 3852 134819 SH SOLE 0 0 134819 BANK AMER CORP COM 060505104 332 13457 SH SOLE 0 0 13457 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 777 3801 SH SOLE 0 0 3801 BRISTOL MYERS SQUIBB CO COM 110122108 2290 44050 SH SOLE 0 0 44050 CDN IMPERIAL BK COMM TORONTO COM 136069101 2081 27965 SH SOLE 0 0 27965 CELGENE CORP COM 151020104 1276 19946 SH SOLE 0 0 19946 CISCO SYS INC COM 17275R102 3495 80734 SH SOLE 0 0 80734 COLGATE PALMOLIVE CO COM 194162103 847 14227 SH SOLE 0 0 14227 COMCAST CORP NEW CL A 20030N101 3049 89614 SH SOLE 0 0 89614 CVS HEALTH CORP COM 126650100 592 9055 SH SOLE 0 0 9055 DISCOVER FINL SVCS COM 254709108 1322 22381 SH SOLE 0 0 22381 DISNEY WALT CO COM DISNEY 254687106 364 3322 SH SOLE 0 0 3322 DXC TECHNOLOGY CO COM 23355L106 1338 25127 SH SOLE 0 0 25127 EATON VANCE TAX MNGED BUY WR COM 27828X100 263 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 3961 58062 SH SOLE 0 0 58062 GENERAL DYNAMICS CORP COM 369550108 1264 8040 SH SOLE 0 0 8040 GENERAL MLS INC COM 370334104 2306 59256 SH SOLE 0 0 59256 H & E EQUIPMENT SERVICES INC COM 404030108 2236 109603 SH SOLE 0 0 109603 HANESBRANDS INC COM 410345102 639 51185 SH SOLE 0 0 51185 HERSHEY CO COM 427866108 257 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 1828 10637 SH SOLE 0 0 10637 HSBC HLDGS PLC SPON ADR NEW 404280406 2198 53485 SH SOLE 0 0 53485 INTEL CORP COM 458140100 4372 93229 SH SOLE 0 0 93229 INTERPUBLIC GROUP COS INC COM 460690100 1988 96431 SH SOLE 0 0 96431 ISHARES TR CORE S&P SCP ETF 464287804 248 3591 SH SOLE 0 0 3591 ISHARES TR CORE S&P500 ETF 464287200 1070 4253 SH SOLE 0 0 4253 ISHARES TR INTL SEL DIV ETF 464288448 3034 105631 SH SOLE 0 0 105631 ISHARES TR MIN VOL EAFE ETF 46429B689 865 12963 SH SOLE 0 0 12963 ISHARES TR SHRT NAT MUN ETF 464288158 424 4023 SH SOLE 0 0 4023 ISHARES TR TIPS BD ETF 464287176 479 4372 SH SOLE 0 0 4372 ISHARES US ETF TR SHT MAT BD ETF 46431W507 235 4732 SH SOLE 0 0 4732 JOHNSON & JOHNSON COM 478160104 4283 33190 SH SOLE 0 0 33190 JOHNSON CTLS INTL PLC SHS G51502105 2138 72093 SH SOLE 0 0 72093 KIMBERLY CLARK CORP COM 494368103 2359 20689 SH SOLE 0 0 20689 LEGGETT & PLATT INC COM 524660107 851 23774 SH SOLE 0 0 23774 MEDTRONIC PLC SHS G5960L103 2264 24936 SH SOLE 0 0 24936 MICROCHIP TECHNOLOGY INC COM 595017104 4247 59064 SH SOLE 0 0 59064 MICROSOFT CORP COM 594918104 3642 35835 SH SOLE 0 0 35835 NEW YORK CMNTY BANCORP INC COM 649445103 823 87620 SH SOLE 0 0 87620 NEWELL BRANDS INC COM 651229106 4555 245012 SH SOLE 0 0 245012 NEXTERA ENERGY INC COM 65339F101 260 1495 SH SOLE 0 0 1495 NUVEEN AMT FREE MUN CR INC F COM 67071L106 324 23169 SH SOLE 0 0 23169 NUVEEN AMT FREE QLTY MUN INC COM 670657105 704 57128 SH SOLE 0 0 57128 NUVEEN QUALITY MUNCP INCOME COM 67066V101 319 25451 SH SOLE 0 0 25451 POLARIS INDS INC COM 731068102 812 10580 SH SOLE 0 0 10580 PPL CORP COM 69351T106 4115 145316 SH SOLE 0 0 145316 PROCTER AND GAMBLE CO COM 742718109 5623 61149 SH SOLE 0 0 61149 PRUDENTIAL FINL INC COM 744320102 1215 14935 SH SOLE 0 0 14935 SALESFORCE COM INC COM 79466L302 1793 13090 SH SOLE 0 0 13090 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1268 25105 SH SOLE 0 0 25105 SHERWIN WILLIAMS CO COM 824348106 393 1000 SH SOLE 0 0 1000 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 404 6725 SH SOLE 0 0 6725 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 522 12992 SH SOLE 0 0 12992 TORTOISE ENERGY INFRA CORP COM 89147L100 2955 148764 SH SOLE 0 0 148764 UNITED TECHNOLOGIES CORP COM 913017109 1602 15053 SH SOLE 0 0 15053 VALLEY NATL BANCORP COM 919794107 142 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4032 54061 SH SOLE 0 0 54061 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 329 1427 SH SOLE 0 0 1427 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 266 7210 SH SOLE 0 0 7210 WALGREENS BOOTS ALLIANCE INC COM 931427108 1670 24447 SH SOLE 0 0 24447 WASTE MGMT INC DEL COM 94106L109 4943 55622 SH SOLE 0 0 55622 WELLS FARGO CO NEW COM 949746101 3064 66366 SH SOLE 0 0 66366