180 Wealth Advisors as of Dec. 31, 2017
Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 239 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.6 | $9.0M | 106k | 85.54 | |
Amazon (AMZN) | 2.5 | $4.9M | 4.2k | 1169.41 | |
Apple (AAPL) | 2.1 | $4.2M | 25k | 169.24 | |
Chevron Corporation (CVX) | 1.8 | $3.6M | 29k | 125.19 | |
Boeing Company (BA) | 1.8 | $3.6M | 12k | 294.92 | |
iShares MSCI EAFE Value Index (EFV) | 1.7 | $3.4M | 61k | 55.20 | |
Johnson & Johnson (JNJ) | 1.6 | $3.2M | 23k | 139.71 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.6 | $3.1M | 93k | 33.79 | |
Vanguard Short-Term Bond ETF (BSV) | 1.5 | $3.0M | 38k | 79.10 | |
SPDR S&P International Dividend (DWX) | 1.5 | $2.9M | 71k | 41.21 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.5 | $2.9M | 44k | 66.30 | |
Procter & Gamble Company (PG) | 1.4 | $2.9M | 31k | 91.87 | |
Pfizer (PFE) | 1.4 | $2.8M | 78k | 36.22 | |
Verizon Communications (VZ) | 1.3 | $2.5M | 47k | 52.94 | |
Costco Wholesale Corporation (COST) | 1.2 | $2.4M | 13k | 186.11 | |
General Electric Company | 1.2 | $2.3M | 134k | 17.45 | |
Union Pacific Corporation (UNP) | 1.2 | $2.3M | 17k | 134.07 | |
Wal-Mart Stores (WMT) | 1.2 | $2.3M | 23k | 98.75 | |
Intel Corporation (INTC) | 1.2 | $2.3M | 49k | 46.17 | |
At&t (T) | 1.1 | $2.1M | 55k | 38.89 | |
Tor Dom Bk Cad (TD) | 1.0 | $2.0M | 34k | 58.57 | |
Vanguard Emerging Markets ETF (VWO) | 1.0 | $1.9M | 42k | 45.92 | |
Facebook Inc cl a (META) | 1.0 | $1.9M | 11k | 176.43 | |
Ishares Inc emrgmkt dividx (DVYE) | 1.0 | $1.9M | 45k | 41.82 | |
Ishares Tr core div grwth (DGRO) | 0.9 | $1.8M | 51k | 34.77 | |
Philip Morris International (PM) | 0.9 | $1.8M | 17k | 105.63 | |
Starbucks Corporation (SBUX) | 0.9 | $1.7M | 30k | 57.42 | |
3M Company (MMM) | 0.8 | $1.6M | 6.9k | 235.42 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | 5.1k | 321.08 | |
AstraZeneca (AZN) | 0.8 | $1.6M | 46k | 34.69 | |
Fidelity divid etf risi (FDRR) | 0.8 | $1.6M | 53k | 30.64 | |
Altria (MO) | 0.8 | $1.6M | 22k | 71.40 | |
McDonald's Corporation (MCD) | 0.8 | $1.5M | 9.0k | 172.08 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.5M | 14k | 106.91 | |
Texas Instruments Incorporated (TXN) | 0.8 | $1.5M | 15k | 104.42 | |
General Motors Company (GM) | 0.8 | $1.5M | 36k | 40.99 | |
International Business Machines (IBM) | 0.7 | $1.5M | 9.5k | 153.41 | |
Royal Dutch Shell | 0.7 | $1.4M | 21k | 68.31 | |
Automatic Data Processing (ADP) | 0.7 | $1.4M | 12k | 117.23 | |
Emerson Electric (EMR) | 0.7 | $1.4M | 20k | 69.71 | |
iShares S&P Global 100 Index (IOO) | 0.7 | $1.4M | 15k | 92.62 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $1.4M | 11k | 120.62 | |
Amgen (AMGN) | 0.7 | $1.4M | 7.9k | 173.95 | |
Bank of America Corporation (BAC) | 0.7 | $1.3M | 46k | 29.51 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $1.3M | 13k | 102.00 | |
Dominion Resources (D) | 0.7 | $1.3M | 16k | 81.09 | |
Paccar (PCAR) | 0.7 | $1.3M | 19k | 71.05 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $1.3M | 1.3k | 1053.26 | |
Home Depot (HD) | 0.6 | $1.3M | 6.7k | 189.50 | |
United Technologies Corporation | 0.6 | $1.2M | 9.7k | 127.60 | |
Coca-Cola Company (KO) | 0.6 | $1.2M | 27k | 45.86 | |
Occidental Petroleum Corporation (OXY) | 0.6 | $1.2M | 17k | 73.67 | |
iShares Lehman MBS Bond Fund (MBB) | 0.6 | $1.2M | 11k | 106.61 | |
American Electric Power Company (AEP) | 0.6 | $1.1M | 15k | 73.59 | |
United Rentals (URI) | 0.6 | $1.1M | 6.3k | 171.87 | |
Affiliated Managers (AMG) | 0.5 | $1.1M | 5.2k | 205.27 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | 13k | 83.61 | |
Digital Realty Trust (DLR) | 0.5 | $1.0M | 8.9k | 113.87 | |
Pulte (PHM) | 0.5 | $1.0M | 30k | 33.24 | |
Cme (CME) | 0.5 | $987k | 6.8k | 146.05 | |
Honeywell International (HON) | 0.5 | $979k | 6.4k | 153.42 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $982k | 15k | 66.08 | |
Norfolk Southern (NSC) | 0.5 | $937k | 6.5k | 144.91 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $951k | 5.4k | 175.27 | |
FedEx Corporation (FDX) | 0.5 | $920k | 3.7k | 249.46 | |
Cbre Clarion Global Real Estat re (IGR) | 0.5 | $900k | 114k | 7.92 | |
Ishares High Dividend Equity F (HDV) | 0.5 | $909k | 10k | 90.18 | |
Kraft Heinz (KHC) | 0.5 | $910k | 12k | 77.79 | |
MetLife (MET) | 0.5 | $887k | 18k | 50.58 | |
Vanguard Total World Stock Idx (VT) | 0.5 | $889k | 12k | 74.29 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $864k | 10k | 83.79 | |
Ford Motor Company (F) | 0.4 | $844k | 68k | 12.48 | |
Ventas (VTR) | 0.4 | $845k | 14k | 60.03 | |
Gabelli Dividend & Income Trust (GDV) | 0.4 | $844k | 36k | 23.40 | |
Tortoise Energy Infrastructure | 0.4 | $826k | 28k | 29.07 | |
Tiffany & Co. | 0.4 | $800k | 7.7k | 103.94 | |
Eaton Vance Tax-advntg Glbl Di (ETG) | 0.4 | $800k | 46k | 17.32 | |
Thermo Fisher Scientific (TMO) | 0.4 | $782k | 4.1k | 189.85 | |
Ishares Tr eafe min volat (EFAV) | 0.4 | $784k | 11k | 72.94 | |
Oracle Corporation (ORCL) | 0.4 | $767k | 16k | 47.27 | |
Zoetis Inc Cl A (ZTS) | 0.4 | $747k | 10k | 71.99 | |
Walt Disney Company (DIS) | 0.4 | $725k | 6.7k | 107.44 | |
CVS Caremark Corporation (CVS) | 0.4 | $734k | 10k | 72.50 | |
iShares Russell 3000 Value Index (IUSV) | 0.4 | $707k | 13k | 55.42 | |
Andeavor | 0.4 | $704k | 6.2k | 114.27 | |
NVIDIA Corporation (NVDA) | 0.3 | $692k | 3.6k | 193.57 | |
PPL Corporation (PPL) | 0.3 | $696k | 23k | 30.96 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.3 | $691k | 64k | 10.88 | |
General Dynamics Corporation (GD) | 0.3 | $645k | 3.2k | 203.53 | |
Lowe's Companies (LOW) | 0.3 | $619k | 6.7k | 92.90 | |
iShares S&P 1500 Index Fund (ITOT) | 0.3 | $623k | 10k | 61.12 | |
American Tower Reit (AMT) | 0.3 | $623k | 4.4k | 142.66 | |
Broad | 0.3 | $631k | 2.5k | 257.03 | |
Applied Materials (AMAT) | 0.3 | $601k | 12k | 51.10 | |
Comcast Corporation (CMCSA) | 0.3 | $592k | 15k | 40.08 | |
D.R. Horton (DHI) | 0.3 | $597k | 12k | 51.07 | |
salesforce (CRM) | 0.3 | $597k | 5.8k | 102.23 | |
Nuveen Floating Rate Income Fund (JFR) | 0.3 | $592k | 53k | 11.22 | |
Fidelity core divid etf (FDVV) | 0.3 | $585k | 20k | 28.67 | |
Via | 0.3 | $576k | 19k | 30.80 | |
Medtronic (MDT) | 0.3 | $566k | 7.0k | 80.78 | |
Ishares Tr usa min vo (USMV) | 0.3 | $555k | 11k | 52.82 | |
Dowdupont | 0.3 | $542k | 7.6k | 71.21 | |
NRG Energy (NRG) | 0.3 | $529k | 19k | 28.47 | |
Danaher Corporation (DHR) | 0.3 | $537k | 5.8k | 92.78 | |
Prudential Public Limited Company (PUK) | 0.3 | $527k | 10k | 50.77 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $531k | 4.7k | 114.00 | |
Total (TTE) | 0.3 | $515k | 9.3k | 55.32 | |
ProShares Ultra QQQ (QLD) | 0.3 | $518k | 7.1k | 73.38 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $503k | 3.7k | 137.28 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $508k | 6.1k | 83.83 | |
Chubb (CB) | 0.3 | $513k | 3.5k | 146.03 | |
Ishares Msci Global Gold Min etp (RING) | 0.3 | $508k | 27k | 18.79 | |
Delta Air Lines (DAL) | 0.2 | $495k | 8.8k | 56.01 | |
SK Tele | 0.2 | $468k | 17k | 27.88 | |
Berkshire Hathaway (BRK.B) | 0.2 | $464k | 2.3k | 198.12 | |
Baxter International (BAX) | 0.2 | $480k | 7.4k | 64.64 | |
Sanofi-Aventis SA (SNY) | 0.2 | $479k | 11k | 43.02 | |
Alibaba Group Holding (BABA) | 0.2 | $478k | 2.8k | 172.56 | |
Consolidated Edison (ED) | 0.2 | $453k | 5.3k | 84.88 | |
Dover Corporation (DOV) | 0.2 | $449k | 4.4k | 100.97 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $456k | 2.4k | 189.68 | |
Enbridge (ENB) | 0.2 | $424k | 11k | 39.11 | |
Industries N shs - a - (LYB) | 0.2 | $424k | 3.8k | 110.30 | |
Cummins (CMI) | 0.2 | $407k | 2.3k | 176.65 | |
CenturyLink | 0.2 | $417k | 25k | 16.67 | |
Toyota Motor Corporation (TM) | 0.2 | $417k | 3.3k | 127.25 | |
Abb (ABBNY) | 0.2 | $415k | 16k | 26.84 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $412k | 7.2k | 56.84 | |
Incyte Corporation (INCY) | 0.2 | $386k | 4.1k | 94.77 | |
Constellation Brands (STZ) | 0.2 | $387k | 1.7k | 228.86 | |
Netflix (NFLX) | 0.2 | $398k | 2.1k | 192.08 | |
Baidu (BIDU) | 0.2 | $401k | 1.7k | 234.37 | |
Citigroup (C) | 0.2 | $387k | 5.2k | 74.47 | |
HSBC Holdings (HSBC) | 0.2 | $367k | 7.1k | 51.62 | |
Cisco Systems (CSCO) | 0.2 | $377k | 9.8k | 38.30 | |
Qualcomm (QCOM) | 0.2 | $373k | 5.8k | 64.00 | |
Humana (HUM) | 0.2 | $370k | 1.5k | 247.99 | |
Suncor Energy (SU) | 0.2 | $381k | 10k | 36.68 | |
Manulife Finl Corp (MFC) | 0.2 | $374k | 18k | 20.86 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $380k | 3.1k | 121.41 | |
ProShares Ultra S&P500 (SSO) | 0.2 | $383k | 3.5k | 109.30 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $381k | 5.0k | 76.80 | |
Hldgs (UAL) | 0.2 | $365k | 5.4k | 67.37 | |
Waste Management (WM) | 0.2 | $360k | 4.2k | 86.29 | |
Bristol Myers Squibb (BMY) | 0.2 | $352k | 5.7k | 61.30 | |
Avista Corporation (AVA) | 0.2 | $347k | 6.7k | 51.53 | |
Diageo (DEO) | 0.2 | $362k | 2.5k | 146.03 | |
Transcanada Corp | 0.2 | $362k | 7.4k | 48.70 | |
Thomson Reuters Corp | 0.2 | $356k | 8.2k | 43.54 | |
Vanguard Growth ETF (VUG) | 0.2 | $357k | 2.5k | 140.50 | |
Intercontinental Exchange (ICE) | 0.2 | $359k | 5.1k | 70.61 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $347k | 332.00 | 1045.18 | |
Expeditors International of Washington (EXPD) | 0.2 | $328k | 5.1k | 64.77 | |
Novartis (NVS) | 0.2 | $339k | 4.0k | 83.89 | |
Technology SPDR (XLK) | 0.2 | $337k | 5.3k | 63.97 | |
BP (BP) | 0.2 | $315k | 7.5k | 41.99 | |
Paychex (PAYX) | 0.2 | $307k | 4.5k | 68.09 | |
Western Digital (WDC) | 0.2 | $312k | 3.9k | 79.63 | |
General Mills (GIS) | 0.2 | $318k | 5.4k | 59.21 | |
Canadian Natural Resources (CNQ) | 0.2 | $323k | 9.0k | 35.77 | |
Lazard Ltd-cl A shs a | 0.2 | $321k | 6.1k | 52.55 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.2 | $310k | 2.5k | 122.14 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $309k | 1.3k | 245.04 | |
Sony Corporation (SONY) | 0.1 | $294k | 6.6k | 44.89 | |
Carnival Corporation (CCL) | 0.1 | $296k | 4.5k | 66.46 | |
Honda Motor (HMC) | 0.1 | $298k | 8.8k | 34.03 | |
Visa (V) | 0.1 | $302k | 2.7k | 113.96 | |
Bce (BCE) | 0.1 | $285k | 5.9k | 47.96 | |
Estee Lauder Companies (EL) | 0.1 | $297k | 2.3k | 127.30 | |
Lam Research Corporation (LRCX) | 0.1 | $300k | 1.6k | 184.16 | |
Align Technology (ALGN) | 0.1 | $297k | 1.3k | 222.31 | |
British American Tobac (BTI) | 0.1 | $294k | 4.4k | 66.97 | |
Celgene Corporation | 0.1 | $303k | 2.9k | 104.34 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $299k | 3.7k | 79.93 | |
Vanguard Value ETF (VTV) | 0.1 | $295k | 2.8k | 106.42 | |
Vale (VALE) | 0.1 | $277k | 23k | 12.06 | |
Caterpillar (CAT) | 0.1 | $273k | 1.7k | 157.62 | |
Ecolab (ECL) | 0.1 | $267k | 2.0k | 134.04 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $280k | 2.8k | 98.56 | |
Fiduciary/Claymore MLP Opportunity Fund | 0.1 | $281k | 21k | 13.14 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $275k | 3.1k | 87.44 | |
Ishares Tr cmn (STIP) | 0.1 | $268k | 2.7k | 100.04 | |
Paypal Holdings (PYPL) | 0.1 | $279k | 3.8k | 73.61 | |
Nordstrom (JWN) | 0.1 | $260k | 5.5k | 47.32 | |
Merck & Co (MRK) | 0.1 | $253k | 4.5k | 56.35 | |
Nextera Energy (NEE) | 0.1 | $259k | 1.7k | 156.31 | |
Statoil ASA | 0.1 | $248k | 12k | 21.45 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $259k | 2.1k | 124.52 | |
priceline.com Incorporated | 0.1 | $255k | 147.00 | 1734.69 | |
Columbia Banking System (COLB) | 0.1 | $251k | 5.8k | 43.51 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $258k | 5.3k | 48.73 | |
Fidelity msci matls index (FMAT) | 0.1 | $256k | 7.3k | 35.01 | |
China Petroleum & Chemical | 0.1 | $245k | 3.3k | 73.35 | |
ICICI Bank (IBN) | 0.1 | $228k | 24k | 9.72 | |
BlackRock (BLK) | 0.1 | $227k | 442.00 | 513.57 | |
ConocoPhillips (COP) | 0.1 | $239k | 4.4k | 54.83 | |
Credit Suisse Group | 0.1 | $245k | 14k | 17.82 | |
Schlumberger (SLB) | 0.1 | $245k | 3.6k | 67.40 | |
Pampa Energia (PAM) | 0.1 | $244k | 3.6k | 67.40 | |
Embraer S A (ERJ) | 0.1 | $229k | 9.6k | 23.91 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $237k | 27k | 8.69 | |
PowerShares Emerging Markets Sovere | 0.1 | $237k | 8.0k | 29.58 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.1 | $241k | 10k | 23.30 | |
Wpp Plc- (WPP) | 0.1 | $235k | 2.6k | 90.59 | |
Abbvie (ABBV) | 0.1 | $230k | 2.4k | 96.60 | |
Allegion Plc equity (ALLE) | 0.1 | $234k | 2.9k | 79.62 | |
Coca Cola European Partners (CCEP) | 0.1 | $244k | 6.1k | 39.90 | |
MasterCard Incorporated (MA) | 0.1 | $223k | 1.5k | 151.49 | |
Charles Schwab Corporation (SCHW) | 0.1 | $213k | 4.1k | 51.35 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $211k | 562.00 | 375.44 | |
Health Care SPDR (XLV) | 0.1 | $213k | 2.6k | 82.53 | |
Stanley Black & Decker (SWK) | 0.1 | $217k | 1.3k | 169.53 | |
Wells Fargo & Company (WFC) | 0.1 | $220k | 3.6k | 60.74 | |
Intuitive Surgical (ISRG) | 0.1 | $210k | 576.00 | 364.58 | |
Pepsi (PEP) | 0.1 | $218k | 1.8k | 119.98 | |
Sap (SAP) | 0.1 | $224k | 2.0k | 112.17 | |
ING Groep (ING) | 0.1 | $225k | 12k | 18.45 | |
Unilever (UL) | 0.1 | $224k | 4.0k | 55.45 | |
Bk Nova Cad (BNS) | 0.1 | $212k | 3.3k | 64.48 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $222k | 9.0k | 24.62 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $223k | 4.4k | 50.74 | |
Carlyle Group | 0.1 | $219k | 9.6k | 22.93 | |
Gw Pharmaceuticals Plc ads | 0.1 | $214k | 1.6k | 131.94 | |
Walgreen Boots Alliance (WBA) | 0.1 | $211k | 2.9k | 72.71 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $202k | 2.8k | 71.13 | |
TJX Companies (TJX) | 0.1 | $200k | 2.6k | 76.34 | |
Ametek (AME) | 0.1 | $200k | 2.8k | 72.33 | |
Oaktree Cap | 0.1 | $201k | 4.8k | 42.08 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $173k | 19k | 9.24 | |
Dreyfus Strategic Muni. | 0.1 | $166k | 19k | 8.65 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $130k | 18k | 7.26 | |
Veon | 0.1 | $128k | 33k | 3.83 | |
Mannkind (MNKD) | 0.1 | $99k | 43k | 2.32 | |
American Rlty Cap Pptys Inc note 3.000% 8/0 | 0.0 | $14k | 14k | 1.00 | |
Micron Technology Inc conv | 0.0 | $26k | 18k | 1.44 | |
Tesla Motors Inc bond | 0.0 | $12k | 11k | 1.09 | |
Yahoo Inc note 12/0 | 0.0 | $15k | 11k | 1.36 | |
Red Hat Inc conv | 0.0 | $16k | 10k | 1.60 |