0001085146-20-001151.txt : 20200417
0001085146-20-001151.hdr.sgml : 20200417
20200417172011
ACCESSION NUMBER: 0001085146-20-001151
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200417
DATE AS OF CHANGE: 20200417
EFFECTIVENESS DATE: 20200417
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: 20800585
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
03-31-2020
03-31-2020
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
04-17-2020
0
64
89249
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALASKA AIR GROUP INC
COM
011659109
258
9060
SH
SOLE
0
0
9060
ALPHABET INC
CAP STK CL A
02079K305
2657
2287
SH
SOLE
0
0
2287
AMAZON COM INC
COM
023135106
1961
1006
SH
SOLE
0
0
1006
AMGEN INC
COM
031162100
2644
13040
SH
SOLE
110
0
12930
ANALOG DEVICES INC
COM
032654105
1456
16246
SH
SOLE
70
0
16176
APPLE INC
COM
037833100
4131
16245
SH
SOLE
0
0
16245
AT&T INC
COM
00206R102
2972
101952
SH
SOLE
340
0
101612
BANK NEW YORK MELLON CORP
COM
064058100
1473
43728
SH
SOLE
355
0
43373
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
663
3627
SH
SOLE
0
0
3627
BK OF AMERICA CORP
COM
060505104
264
12445
SH
SOLE
0
0
12445
BRISTOL-MYERS SQUIBB CO
COM
110122108
3208
57558
SH
SOLE
200
0
57358
CISCO SYS INC
COM
17275R102
2193
55790
SH
SOLE
400
0
55390
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
495
10662
SH
SOLE
0
0
10662
COMCAST CORP NEW
CL A
20030N101
2624
76315
SH
SOLE
475
0
75840
CONAGRA BRANDS INC
COM
205887102
1813
61802
SH
SOLE
0
0
61802
CONSTELLATION BRANDS INC
CL A
21036P108
971
6776
SH
SOLE
0
0
6776
CORNING INC
COM
219350105
1527
74351
SH
SOLE
590
0
73761
CVS HEALTH CORP
COM
126650100
1637
27596
SH
SOLE
0
0
27596
DISCOVERY INC
COM SER A
25470F104
425
21880
SH
SOLE
0
0
21880
DISNEY WALT CO
COM DISNEY
254687106
331
3425
SH
SOLE
0
0
3425
EATON VANCE TAX MNGED BUY WR
COM
27828X100
238
19554
SH
SOLE
0
0
19554
ELECTRONIC ARTS INC
COM
285512109
1457
14544
SH
SOLE
0
0
14544
ENBRIDGE INC
COM
29250N105
608
20898
SH
SOLE
0
0
20898
EXXON MOBIL CORP
COM
30231G102
1326
34927
SH
SOLE
305
0
34622
GENERAL DYNAMICS CORP
COM
369550108
1096
8280
SH
SOLE
0
0
8280
GENERAL MLS INC
COM
370334104
2504
47443
SH
SOLE
400
0
47043
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
1026
27066
SH
SOLE
0
0
27066
GOODYEAR TIRE & RUBR CO
COM
382550101
378
65007
SH
SOLE
620
0
64387
HERSHEY CO
COM
427866108
318
2400
SH
SOLE
0
0
2400
HOME DEPOT INC
COM
437076102
1954
10468
SH
SOLE
0
0
10468
INTEL CORP
COM
458140100
3299
60959
SH
SOLE
245
0
60714
INTERPUBLIC GROUP COS INC
COM
460690100
1368
84487
SH
SOLE
360
0
84127
ISHARES TR
TIPS BD ETF
464287176
508
4310
SH
SOLE
0
0
4310
ISHARES TR
CORE S&P500 ETF
464287200
851
3294
SH
SOLE
0
0
3294
ISHARES TR
SHRT NAT MUN ETF
464288158
428
4023
SH
SOLE
0
0
4023
ISHARES TR
INTL SEL DIV ETF
464288448
2126
94088
SH
SOLE
355
0
93733
ISHARES TR
SHORT TREAS BD
464288679
655
5900
SH
SOLE
0
0
5900
ISHARES TR
CORE HIGH DV ETF
46429B663
324
4530
SH
SOLE
0
0
4530
JOHNSON CTLS INTL PLC
SHS
G51502105
1564
58013
SH
SOLE
245
0
57768
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1335
10565
SH
SOLE
0
0
10565
MEDTRONIC PLC
SHS
G5960L103
2301
25517
SH
SOLE
110
0
25407
MICROCHIP TECHNOLOGY INC
COM
595017104
802
11823
SH
SOLE
0
0
11823
MICROSOFT CORP
COM
594918104
3465
21971
SH
SOLE
190
0
21781
NATIONAL FUEL GAS CO N J
COM
636180101
826
22157
SH
SOLE
0
0
22157
NEXTERA ENERGY INC
COM
65339F101
360
1495
SH
SOLE
0
0
1495
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
340
23169
SH
SOLE
0
0
23169
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
749
55288
SH
SOLE
0
0
55288
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
350
25451
SH
SOLE
0
0
25451
PFIZER INC
COM
717081103
2270
69549
SH
SOLE
864
0
68685
PHILLIPS 66
COM
718546104
475
8860
SH
SOLE
0
0
8860
POLARIS INC
COM
731068102
427
8860
SH
SOLE
0
0
8860
PPL CORP
COM
69351T106
2292
92875
SH
SOLE
390
0
92485
PROCTER & GAMBLE CO
COM
742718109
2009
18260
SH
SOLE
55
0
18205
PRUDENTIAL FINL INC
COM
744320102
627
12027
SH
SOLE
0
0
12027
SALESFORCE COM INC
COM
79466L302
1690
11736
SH
SOLE
0
0
11736
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1083
24045
SH
SOLE
0
0
24045
SHERWIN WILLIAMS CO
COM
824348106
460
1000
SH
SOLE
0
0
1000
TELUS CORPORATION
COM
87971M103
2286
144884
SH
SOLE
700
0
144184
TRUIST FINL CORP
COM
89832Q109
926
30034
SH
SOLE
0
0
30034
UNITED TECHNOLOGIES CORP
COM
913017109
1406
14901
SH
SOLE
0
0
14901
US BANCORP DEL
COM NEW
902973304
2438
70775
SH
SOLE
380
0
70395
VALLEY NATL BANCORP
COM
919794107
117
15979
SH
SOLE
0
0
15979
VMWARE INC
CL A COM
928563402
1248
10309
SH
SOLE
0
0
10309
WASTE MGMT INC DEL
COM
94106L109
3236
34956
SH
SOLE
110
0
34846