180 Wealth Advisors

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