180 Wealth Advisors

180 Wealth Advisors as of March 31, 2018

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 229 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.7 $9.1M 99k 91.28
Amazon (AMZN) 3.2 $6.1M 4.2k 1444.65
Boeing Company (BA) 2.1 $4.0M 12k 328.26
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.8 $3.5M 54k 64.42
Apple (AAPL) 1.8 $3.4M 20k 167.80
Chevron Corporation (CVX) 1.7 $3.3M 29k 114.00
Vanguard Short-Term Bond ETF (BSV) 1.7 $3.2M 41k 78.47
iShares MSCI EAFE Value Index (EFV) 1.6 $3.0M 56k 54.49
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.4 $2.8M 83k 33.04
Ishares Tr core div grwth (DGRO) 1.4 $2.7M 80k 33.95
Pfizer (PFE) 1.4 $2.7M 75k 35.52
SPDR S&P International Dividend (DWX) 1.4 $2.6M 65k 40.09
Intel Corporation (INTC) 1.3 $2.5M 49k 52.04
Costco Wholesale Corporation (COST) 1.3 $2.4M 13k 188.35
Procter & Gamble Company (PG) 1.3 $2.5M 31k 79.24
Vanguard Dividend Appreciation ETF (VIG) 1.2 $2.4M 24k 101.05
Union Pacific Corporation (UNP) 1.1 $2.2M 16k 134.29
Verizon Communications (VZ) 1.1 $2.1M 43k 47.83
Wal-Mart Stores (WMT) 1.0 $2.0M 22k 88.90
Johnson & Johnson (JNJ) 1.0 $2.0M 15k 128.06
General Electric Company 0.9 $1.8M 135k 13.45
Vanguard Emerging Markets ETF (VWO) 0.9 $1.8M 39k 46.88
Ishares Inc emrgmkt dividx (DVYE) 0.9 $1.8M 41k 43.40
At&t (T) 0.9 $1.8M 50k 35.68
Starbucks Corporation (SBUX) 0.9 $1.8M 30k 57.87
Tor Dom Bk Cad (TD) 0.9 $1.7M 31k 56.97
Emerson Electric (EMR) 0.9 $1.7M 25k 68.07
Alphabet Inc Class A cs (GOOGL) 0.9 $1.7M 1.6k 1030.64
Facebook Inc cl a (META) 0.8 $1.6M 10k 159.74
Lockheed Martin Corporation (LMT) 0.8 $1.6M 4.7k 338.24
Philip Morris International (PM) 0.8 $1.6M 16k 99.68
International Business Machines (IBM) 0.8 $1.6M 10k 153.91
United Technologies Corporation 0.8 $1.5M 12k 125.49
JPMorgan Chase & Co. (JPM) 0.8 $1.5M 13k 110.32
Texas Instruments Incorporated (TXN) 0.8 $1.4M 14k 103.86
iShares S&P 1500 Index Fund (ITOT) 0.8 $1.4M 24k 60.37
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $1.4M 22k 65.87
Automatic Data Processing (ADP) 0.7 $1.4M 12k 113.50
AstraZeneca (AZN) 0.7 $1.4M 41k 34.72
Altria (MO) 0.7 $1.4M 22k 62.25
Bank of America Corporation (BAC) 0.7 $1.4M 45k 29.99
Fidelity divid etf risi (FDRR) 0.7 $1.4M 46k 29.80
General Motors Company (GM) 0.7 $1.3M 35k 36.53
Ishares Tr eafe min volat (EFAV) 0.7 $1.3M 18k 73.54
iShares Lehman MBS Bond Fund (MBB) 0.7 $1.3M 12k 104.77
McDonald's Corporation (MCD) 0.7 $1.3M 8.0k 156.47
Royal Dutch Shell 0.7 $1.3M 19k 65.49
Ishares High Dividend Equity F (HDV) 0.7 $1.3M 15k 84.52
iShares S&P Global 100 Index (IOO) 0.6 $1.2M 13k 91.10
Home Depot (HD) 0.6 $1.2M 6.5k 178.37
Kimberly-Clark Corporation (KMB) 0.6 $1.2M 11k 110.28
iShares Russell 3000 Value Index (IUSV) 0.6 $1.1M 20k 53.38
Coca-Cola Company (KO) 0.6 $1.1M 25k 43.30
C.H. Robinson Worldwide (CHRW) 0.5 $1.0M 11k 93.74
United Rentals (URI) 0.5 $1.0M 5.9k 172.66
Adobe Systems Incorporated (ADBE) 0.5 $998k 4.6k 216.39
Paychex (PAYX) 0.5 $986k 16k 61.39
CVS Caremark Corporation (CVS) 0.5 $956k 15k 62.39
American Electric Power Company (AEP) 0.5 $968k 14k 68.58
Ishares Tr usa min vo (USMV) 0.5 $972k 19k 52.01
Exxon Mobil Corporation (XOM) 0.5 $950k 13k 74.79
Tiffany & Co. 0.5 $944k 9.7k 97.57
Illinois Tool Works (ITW) 0.5 $936k 6.0k 157.23
Vanguard Intermediate-Term Bond ETF (BIV) 0.5 $945k 12k 81.72
Netflix (NFLX) 0.5 $936k 3.2k 294.52
Alaska Air (ALK) 0.5 $953k 15k 62.30
Thermo Fisher Scientific (TMO) 0.5 $922k 4.4k 207.28
Andeavor 0.5 $924k 9.2k 100.82
Honeywell International (HON) 0.5 $901k 6.2k 144.25
Oracle Corporation (ORCL) 0.5 $911k 20k 45.63
Republic Services (RSG) 0.5 $887k 13k 66.36
Pulte (PHM) 0.5 $878k 30k 29.50
Cme (CME) 0.5 $865k 5.3k 162.66
Digital Realty Trust (DLR) 0.5 $863k 8.3k 104.56
Vanguard Total World Stock Idx (VT) 0.5 $862k 12k 73.32
iShares S&P MidCap 400 Index (IJH) 0.4 $854k 4.5k 187.73
Ishares Inc core msci emkt (IEMG) 0.4 $844k 14k 58.48
Zoetis Inc Cl A (ZTS) 0.4 $835k 9.9k 84.01
Affiliated Managers (AMG) 0.4 $781k 4.1k 189.52
NVIDIA Corporation (NVDA) 0.4 $784k 3.4k 232.16
MetLife (MET) 0.4 $770k 17k 45.95
iShares S&P SmallCap 600 Index (IJR) 0.4 $723k 9.4k 76.97
General Dynamics Corporation (GD) 0.4 $719k 3.2k 221.64
Gabelli Dividend & Income Trust (GDV) 0.4 $702k 32k 22.04
Cbre Clarion Global Real Estat re (IGR) 0.4 $698k 96k 7.27
salesforce (CRM) 0.3 $670k 5.8k 116.36
Eaton Vance Tax-advntg Glbl Di (ETG) 0.3 $673k 40k 16.68
Ishares Tr fltg rate nt (FLOT) 0.3 $675k 13k 50.86
Air Products & Chemicals (APD) 0.3 $653k 4.1k 158.69
Ford Motor Company (F) 0.3 $653k 59k 11.07
Applied Materials (AMAT) 0.3 $653k 12k 55.53
Tortoise Energy Infrastructure 0.3 $647k 26k 25.10
Ishares Msci Global Gold Min etp (RING) 0.3 $652k 37k 17.67
Walt Disney Company (DIS) 0.3 $640k 6.4k 100.46
Cisco Systems (CSCO) 0.3 $631k 15k 43.01
Dominion Resources (D) 0.3 $623k 9.2k 67.70
FedEx Corporation (FDX) 0.3 $598k 2.5k 240.16
3M Company (MMM) 0.3 $593k 2.7k 220.45
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.3 $603k 56k 10.77
Dowdupont 0.3 $593k 9.4k 63.29
NRG Energy (NRG) 0.3 $574k 19k 30.58
Via 0.3 $574k 19k 31.01
PPL Corporation (PPL) 0.3 $583k 21k 28.15
iShares Barclays TIPS Bond Fund (TIP) 0.3 $580k 5.1k 113.75
American Tower Reit (AMT) 0.3 $574k 4.0k 144.15
Alibaba Group Holding (BABA) 0.3 $577k 3.1k 184.29
Medtronic (MDT) 0.3 $582k 7.2k 80.32
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.3 $555k 6.7k 83.40
Abbvie (ABBV) 0.3 $560k 5.8k 96.42
Comcast Corporation (CMCSA) 0.3 $528k 16k 34.03
Berkshire Hathaway (BRK.B) 0.3 $513k 2.6k 200.39
Allstate Corporation (ALL) 0.3 $523k 5.5k 94.44
D.R. Horton (DHI) 0.3 $512k 12k 44.02
Vanguard Total Stock Market ETF (VTI) 0.3 $522k 3.8k 135.62
Kraft Heinz (KHC) 0.3 $514k 8.2k 62.95
Delta Air Lines (DAL) 0.3 $509k 9.3k 54.67
Chubb (CB) 0.3 $508k 3.7k 138.46
Fidelity core divid etf (FDVV) 0.3 $501k 18k 28.24
Baxter International (BAX) 0.2 $483k 7.4k 65.04
Ishares Tr cmn (STIP) 0.2 $485k 4.8k 100.58
Total (TTE) 0.2 $466k 8.1k 57.64
Lowe's Companies (LOW) 0.2 $465k 5.3k 87.65
Newfield Exploration 0.2 $434k 18k 24.35
Constellation Brands (STZ) 0.2 $444k 2.0k 226.76
Humana (HUM) 0.2 $445k 1.6k 269.86
Lam Research Corporation (LRCX) 0.2 $452k 2.2k 204.43
Nuveen Floating Rate Income Fund (JFR) 0.2 $448k 41k 10.90
Consolidated Edison (ED) 0.2 $416k 5.3k 77.95
Prudential Public Limited Company (PUK) 0.2 $417k 8.3k 50.46
Bristol Myers Squibb (BMY) 0.2 $402k 6.3k 63.63
Edwards Lifesciences (EW) 0.2 $413k 3.0k 139.01
Estee Lauder Companies (EL) 0.2 $403k 2.7k 149.43
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $406k 3.5k 117.54
Intercontinental Exchange (ICE) 0.2 $398k 5.5k 72.71
Toyota Motor Corporation (TM) 0.2 $393k 3.0k 131.09
Fidelity msci matls index (FMAT) 0.2 $384k 12k 33.13
Crown Castle Intl (CCI) 0.2 $379k 3.4k 111.70
CenturyLink 0.2 $371k 23k 16.28
Diageo (DEO) 0.2 $359k 2.6k 136.14
Sanofi-Aventis SA (SNY) 0.2 $371k 9.4k 39.32
Vanguard Growth ETF (VUG) 0.2 $364k 2.6k 141.58
American Airls (AAL) 0.2 $371k 7.2k 51.74
Ishares Tr Global Reit Etf (REET) 0.2 $372k 15k 24.68
Waste Management (WM) 0.2 $350k 4.2k 83.89
Avista Corporation (AVA) 0.2 $345k 6.7k 51.23
Amgen (AMGN) 0.2 $345k 2.0k 172.24
UnitedHealth (UNH) 0.2 $355k 1.7k 213.60
Baidu (BIDU) 0.2 $352k 1.6k 220.83
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.2 $341k 2.8k 120.54
Vanguard S&p 500 Etf idx (VOO) 0.2 $354k 1.5k 240.98
SK Tele 0.2 $331k 14k 24.21
Expeditors International of Washington (EXPD) 0.2 $320k 5.1k 63.19
Carnival Corporation (CCL) 0.2 $335k 5.1k 65.61
Abb (ABBNY) 0.2 $335k 14k 23.97
Technology SPDR (XLK) 0.2 $323k 4.9k 65.42
Citigroup (C) 0.2 $337k 4.9k 68.11
Fidelity msci finls idx (FNCL) 0.2 $324k 8.0k 40.52
Alphabet Inc Class C cs (GOOG) 0.2 $326k 319.00 1021.94
China Petroleum & Chemical 0.2 $308k 3.5k 87.67
HSBC Holdings (HSBC) 0.2 $299k 6.2k 47.93
Visa (V) 0.2 $306k 2.6k 119.81
Dover Corporation (DOV) 0.2 $305k 3.1k 97.63
Transcanada Corp 0.2 $306k 7.4k 41.55
Suncor Energy (SU) 0.2 $306k 8.8k 34.80
Manulife Finl Corp (MFC) 0.2 $300k 16k 18.79
Industries N shs - a - (LYB) 0.2 $309k 2.9k 106.33
BP (BP) 0.1 $293k 7.3k 40.35
MasterCard Incorporated (MA) 0.1 $281k 1.6k 178.75
Ecolab (ECL) 0.1 $291k 2.2k 135.03
Sony Corporation (SONY) 0.1 $285k 5.9k 47.92
Novartis (NVS) 0.1 $284k 3.5k 80.64
Canadian Natural Resources (CNQ) 0.1 $294k 9.2k 31.80
Flowserve Corporation (FLS) 0.1 $290k 6.7k 43.19
Vanguard Value ETF (VTV) 0.1 $287k 2.8k 103.57
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $282k 5.8k 48.94
Paypal Holdings (PYPL) 0.1 $295k 3.9k 75.85
Cognizant Technology Solutions (CTSH) 0.1 $266k 3.3k 79.98
Honda Motor (HMC) 0.1 $267k 7.7k 34.65
Intuitive Surgical (ISRG) 0.1 $278k 676.00 411.24
Celgene Corporation 0.1 $267k 3.0k 89.78
Thomson Reuters Corp 0.1 $279k 7.2k 38.71
iShares Dow Jones Select Dividend (DVY) 0.1 $270k 2.8k 94.84
Embraer S A (ERJ) 0.1 $270k 11k 25.81
Allegion Plc equity (ALLE) 0.1 $276k 3.2k 85.53
Coca Cola European Partners (CCEP) 0.1 $270k 6.5k 41.78
Booking Holdings (BKNG) 0.1 $279k 138.00 2021.74
Vale (VALE) 0.1 $259k 21k 12.42
Progressive Corporation (PGR) 0.1 $258k 4.2k 61.33
Caterpillar (CAT) 0.1 $255k 1.7k 147.23
ConocoPhillips (COP) 0.1 $254k 4.3k 59.08
General Mills (GIS) 0.1 $242k 5.4k 45.06
Merck & Co (MRK) 0.1 $258k 4.8k 54.28
Nextera Energy (NEE) 0.1 $255k 1.6k 163.57
Align Technology (ALGN) 0.1 $243k 950.00 255.79
British American Tobac (BTI) 0.1 $247k 4.3k 57.63
Ametek (AME) 0.1 $251k 3.3k 75.51
Columbia Banking System (COLB) 0.1 $245k 5.9k 41.74
Vanguard Total Bond Market ETF (BND) 0.1 $256k 3.2k 79.95
PowerShares Emerging Markets Sovere 0.1 $253k 9.0k 28.13
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $255k 3.0k 84.77
Anthem (ELV) 0.1 $258k 1.2k 222.80
Sherwin-Williams Company (SHW) 0.1 $238k 610.00 390.16
Koninklijke Philips Electronics NV (PHG) 0.1 $230k 6.1k 37.79
Credit Suisse Group 0.1 $225k 13k 16.78
Lazard Ltd-cl A shs a 0.1 $236k 4.4k 53.23
TJX Companies (TJX) 0.1 $226k 2.8k 82.00
Bce (BCE) 0.1 $225k 5.2k 42.92
Pampa Energia (PAM) 0.1 $233k 4.0k 58.99
ING Groep (ING) 0.1 $222k 13k 16.77
Bank Of Montreal Cadcom (BMO) 0.1 $234k 3.1k 75.63
Fiduciary/Claymore MLP Opportunity Fund 0.1 $233k 22k 10.55
BlackRock (BLK) 0.1 $221k 407.00 543.00
Charles Schwab Corporation (SCHW) 0.1 $217k 4.1k 52.31
Schlumberger (SLB) 0.1 $221k 3.4k 64.23
iShares Russell 1000 Value Index (IWD) 0.1 $208k 1.7k 119.27
Sap (SAP) 0.1 $221k 2.1k 105.59
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $219k 10k 21.94
Powershares Etf Tr Ii s^p500 low vol 0.1 $204k 4.3k 46.95
Walgreen Boots Alliance (WBA) 0.1 $212k 3.2k 65.39
ICICI Bank (IBN) 0.1 $196k 23k 8.68
Nike (NKE) 0.1 $202k 3.0k 66.71
Sumitomo Mitsui Financial Grp (SMFG) 0.1 $190k 22k 8.51
Mitsubishi UFJ Financial (MUFG) 0.1 $177k 27k 6.62
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $165k 19k 8.77
Dreyfus Strategic Muni. 0.1 $150k 19k 7.74
Mannkind (MNKD) 0.1 $130k 57k 2.27
Cemex SAB de CV (CX) 0.1 $95k 15k 6.47
Veon 0.1 $102k 38k 2.67
Infinity Pharmaceuticals (INFIQ) 0.0 $42k 20k 2.10