0001085146-19-001408.txt : 20190509 0001085146-19-001408.hdr.sgml : 20190509 20190508192809 ACCESSION NUMBER: 0001085146-19-001408 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190509 DATE AS OF CHANGE: 20190508 EFFECTIVENESS DATE: 20190509 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: 19808346 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 03-31-2019 03-31-2019 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 05-07-2019 0 69 137860
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALASKA AIR GROUP INC COM 011659109 508 9060 SH SOLE 0 0 9060 ALPHABET INC CAP STK CL A 02079K305 2940 2498 SH SOLE 0 0 2498 AMAZON COM INC COM 023135106 3344 1878 SH SOLE 0 0 1878 ANALOG DEVICES INC COM 032654105 3347 31790 SH SOLE 215 0 31575 APPLE INC COM 037833100 3474 18290 SH SOLE 0 0 18290 APPLIED MATLS INC COM 038222105 2380 60010 SH SOLE 235 0 59775 AT&T INC COM 00206R102 4429 141236 SH SOLE 680 0 140556 BANK AMER CORP COM 060505104 385 13957 SH SOLE 0 0 13957 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 764 3801 SH SOLE 0 0 3801 BRISTOL MYERS SQUIBB CO COM 110122108 2109 44195 SH SOLE 160 0 44035 CARDINAL HEALTH INC COM 14149Y108 2375 49315 SH SOLE 325 0 48990 CDN IMPERIAL BK COMM TORONTO COM 136069101 2187 27655 SH SOLE 110 0 27545 CELGENE CORP COM 151020104 1852 19631 SH SOLE 0 0 19631 CISCO SYS INC COM 17275R102 3840 71116 SH SOLE 500 0 70616 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1411 19475 SH SOLE 0 0 19475 COLGATE PALMOLIVE CO COM 194162103 959 13997 SH SOLE 0 0 13997 COMCAST CORP NEW CL A 20030N101 4129 103271 SH SOLE 225 0 103046 CONAGRA BRANDS INC COM 205887102 1671 60235 SH SOLE 0 0 60235 CVS HEALTH CORP COM 126650100 1360 25226 SH SOLE 0 0 25226 DISNEY WALT CO COM DISNEY 254687106 380 3422 SH SOLE 0 0 3422 DXC TECHNOLOGY CO COM 23355L106 1679 26102 SH SOLE 0 0 26102 EATON VANCE TAX MNGED BUY WR COM 27828X100 305 19554 SH SOLE 0 0 19554 EXXON MOBIL CORP COM 30231G102 4567 56525 SH SOLE 105 0 56420 GENERAL DYNAMICS CORP COM 369550108 1361 8040 SH SOLE 0 0 8040 GENERAL MLS INC COM 370334104 2895 55937 SH SOLE 395 0 55542 GOODYEAR TIRE & RUBR CO COM 382550101 3059 168520 SH SOLE 1190 0 167330 H & E EQUIPMENT SERVICES INC COM 404030108 2412 96048 SH SOLE 405 0 95643 HERSHEY CO COM 427866108 276 2400 SH SOLE 0 0 2400 HOME DEPOT INC COM 437076102 2035 10607 SH SOLE 0 0 10607 HSBC HLDGS PLC SPON ADR NEW 404280406 2032 50075 SH SOLE 260 0 49815 INTEL CORP COM 458140100 4196 78129 SH SOLE 530 0 77599 INTERPUBLIC GROUP COS INC COM 460690100 2028 96507 SH SOLE 560 0 95947 ISHARES TR CORE S&P SCP ETF 464287804 217 2811 SH SOLE 0 0 2811 ISHARES TR CORE S&P500 ETF 464287200 1195 4198 SH SOLE 0 0 4198 ISHARES TR INTL SEL DIV ETF 464288448 3333 108007 SH SOLE 715 0 107292 ISHARES TR MIN VOL EAFE ETF 46429B689 347 4813 SH SOLE 355 0 4458 ISHARES TR SHRT NAT MUN ETF 464288158 426 4023 SH SOLE 0 0 4023 ISHARES TR TIPS BD ETF 464287176 494 4372 SH SOLE 0 0 4372 ISHARES US ETF TR SHT MAT BD ETF 46431W507 238 4732 SH SOLE 0 0 4732 JOHNSON CTLS INTL PLC SHS G51502105 2599 70363 SH SOLE 530 0 69833 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1421 9290 SH SOLE 0 0 9290 LEGGETT & PLATT INC COM 524660107 805 19069 SH SOLE 250 0 18819 MEDTRONIC PLC SHS G5960L103 2467 27089 SH SOLE 195 0 26894 MICROCHIP TECHNOLOGY INC COM 595017104 1008 12150 SH SOLE 0 0 12150 MICROSOFT CORP COM 594918104 3604 30558 SH SOLE 115 0 30443 NEWELL BRANDS INC COM 651229106 3697 240989 SH SOLE 1110 0 239879 NEXTERA ENERGY INC COM 65339F101 289 1495 SH SOLE 0 0 1495 NUVEEN AMT FREE MUN CR INC F COM 67071L106 350 23169 SH SOLE 0 0 23169 NUVEEN AMT FREE QLTY MUN INC COM 670657105 763 57128 SH SOLE 0 0 57128 NUVEEN QUALITY MUNCP INCOME COM 67066V101 345 25451 SH SOLE 0 0 25451 POLARIS INDS INC COM 731068102 888 10520 SH SOLE 0 0 10520 PPL CORP COM 69351T106 4425 139424 SH SOLE 715 0 138709 PROCTER AND GAMBLE CO COM 742718109 5928 56971 SH SOLE 270 0 56701 PRUDENTIAL FINL INC COM 744320102 1376 14979 SH SOLE 0 0 14979 SALESFORCE COM INC COM 79466L302 2079 13125 SH SOLE 0 0 13125 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1378 24830 SH SOLE 0 0 24830 SHERWIN WILLIAMS CO COM 824348106 431 1000 SH SOLE 0 0 1000 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 494 12247 SH SOLE 0 0 12247 SUNTRUST BKS INC COM 867914103 1304 22011 SH SOLE 0 0 22011 TELUS CORP COM 87971M103 2520 68040 SH SOLE 0 0 68040 TORTOISE ENERGY INFRA CORP COM 89147L100 3405 144903 SH SOLE 1025 0 143878 UNITED TECHNOLOGIES CORP COM 913017109 2006 15563 SH SOLE 0 0 15563 VALLEY NATL BANCORP COM 919794107 153 15979 SH SOLE 0 0 15979 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4549 52346 SH SOLE 205 0 52141 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 328 1262 SH SOLE 0 0 1262 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 293 7170 SH SOLE 0 0 7170 WASTE MGMT INC DEL COM 94106L109 5523 53154 SH SOLE 205 0 52949 WELLS FARGO CO NEW COM 949746101 3093 64011 SH SOLE 300 0 63711 WESTPAC BKG CORP SPONSORED ADR 961214301 3400 183780 SH SOLE 970 0 182810