180 Wealth Advisors

180 Wealth Advisors as of June 30, 2018

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 242 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.8 $9.6M 97k 98.61
Amazon (AMZN) 3.5 $7.1M 4.2k 1699.76
Boeing Company (BA) 2.4 $4.8M 14k 335.53
Apple (AAPL) 1.9 $3.8M 21k 185.13
Chevron Corporation (CVX) 1.8 $3.6M 29k 126.44
Vanguard Short-Term Bond ETF (BSV) 1.6 $3.3M 42k 78.21
Ishares Tr core div grwth (DGRO) 1.6 $3.1M 91k 34.28
Vanguard Dividend Appreciation ETF (VIG) 1.4 $2.8M 28k 101.61
Costco Wholesale Corporation (COST) 1.4 $2.8M 13k 208.97
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.3 $2.7M 42k 64.77
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.2 $2.4M 76k 32.05
SPDR S&P International Dividend (DWX) 1.2 $2.4M 62k 38.31
iShares MSCI EAFE Value Index (EFV) 1.1 $2.3M 45k 51.34
United Technologies Corporation 1.1 $2.3M 18k 125.01
Union Pacific Corporation (UNP) 1.1 $2.2M 16k 141.69
Pfizer (PFE) 1.1 $2.2M 61k 36.27
Texas Instruments Incorporated (TXN) 1.0 $2.1M 19k 110.26
Verizon Communications (VZ) 1.0 $2.0M 41k 50.30
Ishares Tr eafe min volat (EFAV) 1.0 $2.0M 28k 71.12
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.0 $2.0M 32k 63.39
iShares S&P 1500 Index Fund (ITOT) 1.0 $2.0M 32k 62.54
Johnson & Johnson (JNJ) 0.9 $1.9M 16k 121.35
iShares S&P MidCap 400 Index (IJH) 0.9 $1.9M 9.7k 194.80
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.9M 23k 83.45
Facebook Inc cl a (META) 0.9 $1.9M 9.7k 194.29
Alphabet Inc Class A cs (GOOGL) 0.9 $1.8M 1.6k 1129.44
Ishares High Dividend Equity F (HDV) 0.9 $1.8M 21k 84.98
Netflix (NFLX) 0.9 $1.7M 4.5k 391.33
General Electric Company 0.8 $1.7M 126k 13.61
Ishares Tr usa min vo (USMV) 0.8 $1.7M 32k 53.15
At&t (T) 0.8 $1.7M 53k 32.11
iShares Russell 3000 Value Index (IUSV) 0.8 $1.7M 31k 53.67
Emerson Electric (EMR) 0.8 $1.7M 24k 69.12
Automatic Data Processing (ADP) 0.8 $1.6M 12k 134.14
Procter & Gamble Company (PG) 0.8 $1.6M 21k 78.08
Intel Corporation (INTC) 0.8 $1.5M 31k 49.71
Tor Dom Bk Cad (TD) 0.8 $1.5M 26k 57.84
International Business Machines (IBM) 0.8 $1.5M 11k 139.69
Starbucks Corporation (SBUX) 0.8 $1.5M 31k 48.86
Ishares Inc emrgmkt dividx (DVYE) 0.8 $1.5M 39k 39.37
Vanguard Emerging Markets ETF (VWO) 0.7 $1.5M 35k 42.20
Ishares Inc core msci emkt (IEMG) 0.7 $1.4M 27k 52.51
Altria (MO) 0.7 $1.3M 23k 56.77
Bank of America Corporation (BAC) 0.6 $1.3M 45k 28.19
Home Depot (HD) 0.6 $1.3M 6.5k 195.10
Lockheed Martin Corporation (LMT) 0.6 $1.3M 4.3k 295.37
iShares Lehman MBS Bond Fund (MBB) 0.6 $1.2M 12k 104.21
General Motors Company (GM) 0.6 $1.3M 32k 39.41
JPMorgan Chase & Co. (JPM) 0.6 $1.2M 12k 104.22
CVS Caremark Corporation (CVS) 0.6 $1.2M 18k 64.34
Republic Services (RSG) 0.5 $1.1M 16k 68.39
Cisco Systems (CSCO) 0.5 $1.1M 25k 43.04
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 4.4k 243.87
Wal-Mart Stores (WMT) 0.5 $1.0M 12k 85.63
Thermo Fisher Scientific (TMO) 0.5 $1.0M 5.1k 207.08
Royal Dutch Shell 0.5 $1.0M 14k 72.63
Oracle Corporation (ORCL) 0.5 $1.0M 23k 44.08
Exxon Mobil Corporation (XOM) 0.5 $1.0M 12k 82.75
AstraZeneca (AZN) 0.5 $1.0M 29k 35.11
Nextera Energy (NEE) 0.5 $1.0M 6.0k 167.08
Coca-Cola Company (KO) 0.5 $951k 22k 43.87
Vanguard Total World Stock Idx (VT) 0.5 $958k 13k 73.39
C.H. Robinson Worldwide (CHRW) 0.5 $929k 11k 83.63
Ishares Tr fltg rate nt (FLOT) 0.5 $926k 18k 50.98
Honeywell International (HON) 0.5 $917k 6.4k 143.98
D.R. Horton (DHI) 0.5 $899k 22k 41.01
Vanguard Intermediate-Term Bond ETF (BIV) 0.4 $881k 11k 80.97
Pulte (PHM) 0.4 $859k 30k 28.74
United Rentals (URI) 0.4 $853k 5.8k 147.60
McDonald's Corporation (MCD) 0.4 $837k 5.3k 156.65
Digital Realty Trust (DLR) 0.4 $833k 7.5k 111.54
Genuine Parts Company (GPC) 0.4 $831k 9.1k 91.82
American Electric Power Company (AEP) 0.4 $824k 12k 69.25
Zoetis Inc Cl A (ZTS) 0.4 $831k 9.8k 85.15
iShares S&P Global 100 Index (IOO) 0.4 $809k 18k 45.82
Abbvie (ABBV) 0.4 $813k 8.8k 92.68
Crown Castle Intl (CCI) 0.4 $805k 7.5k 107.81
Cme (CME) 0.4 $787k 4.8k 163.92
Walt Disney Company (DIS) 0.4 $785k 7.5k 104.78
HSBC Holdings (HSBC) 0.4 $758k 16k 47.16
Berkshire Hathaway (BRK.B) 0.4 $762k 4.1k 186.58
Alibaba Group Holding (BABA) 0.4 $775k 4.2k 185.58
Ishares Tr Global Reit Etf (REET) 0.4 $777k 30k 25.65
Fidelity divid etf risi (FDRR) 0.4 $770k 25k 30.28
salesforce (CRM) 0.4 $755k 5.5k 136.48
Amgen (AMGN) 0.4 $735k 4.0k 184.67
Merck & Co (MRK) 0.4 $730k 12k 60.74
Hldgs (UAL) 0.4 $728k 10k 69.77
Ishares Msci Global Gold Min etp (RING) 0.4 $736k 42k 17.53
Dowdupont 0.4 $723k 11k 65.88
NVIDIA Corporation (NVDA) 0.3 $691k 2.9k 236.72
Ishares Tr cmn (STIP) 0.3 $684k 6.9k 99.72
SYSCO Corporation (SYY) 0.3 $657k 9.6k 68.24
Rockwell Automation (ROK) 0.3 $673k 4.0k 166.25
Vanguard Total Stock Market ETF (VTI) 0.3 $624k 4.4k 140.41
Kraft Heinz (KHC) 0.3 $627k 10k 62.79
Newfield Exploration 0.3 $609k 20k 30.24
Medtronic (MDT) 0.3 $607k 7.1k 85.55
Kimberly-Clark Corporation (KMB) 0.3 $587k 5.6k 105.29
BB&T Corporation 0.3 $581k 12k 50.48
Philip Morris International (PM) 0.3 $576k 7.1k 80.77
Illinois Tool Works (ITW) 0.3 $590k 4.3k 138.50
General Dynamics Corporation (GD) 0.3 $578k 3.1k 186.39
Applied Materials (AMAT) 0.3 $589k 13k 46.16
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.3 $577k 6.9k 83.39
Vodafone Group New Adr F (VOD) 0.3 $576k 24k 24.29
Broadcom (AVGO) 0.3 $594k 2.5k 242.45
Carnival Corporation (CCL) 0.3 $570k 10k 57.29
Estee Lauder Companies (EL) 0.3 $560k 3.9k 142.64
iShares Barclays TIPS Bond Fund (TIP) 0.3 $574k 5.1k 112.93
American Tower Reit (AMT) 0.3 $566k 3.9k 144.09
Fidelity msci finls idx (FNCL) 0.3 $561k 14k 39.21
FedEx Corporation (FDX) 0.3 $541k 2.4k 227.22
Baxter International (BAX) 0.3 $545k 7.4k 73.88
Air Products & Chemicals (APD) 0.3 $548k 3.5k 155.81
Fidelity msci matls index (FMAT) 0.3 $552k 16k 33.70
Allstate Corporation (ALL) 0.3 $525k 5.8k 91.23
Exelon Corporation (EXC) 0.3 $529k 12k 42.60
Simon Property (SPG) 0.3 $532k 3.1k 170.13
Chubb (CB) 0.3 $531k 4.2k 127.00
Comcast Corporation (CMCSA) 0.2 $505k 15k 32.83
Delta Air Lines (DAL) 0.2 $495k 10k 49.57
Humana (HUM) 0.2 $495k 1.7k 297.48
Energy Select Sector SPDR (XLE) 0.2 $494k 6.5k 75.89
Coca Cola European Partners (CCEP) 0.2 $485k 12k 40.65
NRG Energy (NRG) 0.2 $468k 15k 30.72
Bristol Myers Squibb (BMY) 0.2 $474k 8.6k 55.35
Canadian Natural Resources (CNQ) 0.2 $474k 13k 36.09
Lowe's Companies (LOW) 0.2 $466k 4.9k 95.49
D Spdr Series Trust (XTL) 0.2 $463k 6.4k 72.23
Constellation Brands (STZ) 0.2 $434k 2.0k 219.08
BHP Billiton (BHP) 0.2 $451k 9.0k 50.01
Cognizant Technology Solutions (CTSH) 0.2 $417k 5.3k 78.99
Consolidated Edison (ED) 0.2 $416k 5.3k 77.95
Edwards Lifesciences (EW) 0.2 $424k 2.9k 145.60
Sherwin-Williams Company (SHW) 0.2 $423k 1.0k 407.91
Diageo (DEO) 0.2 $420k 2.9k 144.03
Intuitive Surgical (ISRG) 0.2 $427k 893.00 478.16
Sanofi-Aventis SA (SNY) 0.2 $424k 11k 39.98
Target Corporation (TGT) 0.2 $425k 5.6k 76.15
Transcanada Corp 0.2 $429k 9.9k 43.21
Vanguard S&p 500 Etf idx (VOO) 0.2 $415k 1.7k 249.25
Fidelity core divid etf (FDVV) 0.2 $428k 15k 29.29
Total (TTE) 0.2 $398k 6.6k 60.49
Abb (ABBNY) 0.2 $411k 19k 21.79
Vanguard Value ETF (VTV) 0.2 $412k 4.0k 103.94
Intercontinental Exchange (ICE) 0.2 $412k 5.6k 73.55
Baidu (BIDU) 0.2 $378k 1.6k 243.09
iShares Dow Jones Select Dividend (DVY) 0.2 $381k 3.9k 97.74
Vanguard Growth ETF (VUG) 0.2 $385k 2.6k 149.63
Canadian Natl Ry (CNI) 0.2 $365k 4.5k 81.78
3M Company (MMM) 0.2 $355k 1.8k 196.57
Avista Corporation (AVA) 0.2 $355k 6.7k 52.72
Ford Motor Company (F) 0.2 $358k 32k 11.06
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $372k 3.2k 114.67
China Petroleum & Chemical 0.2 $351k 3.9k 89.79
Sony Corporation (SONY) 0.2 $334k 6.5k 51.22
Becton, Dickinson and (BDX) 0.2 $343k 1.4k 239.36
UnitedHealth (UNH) 0.2 $352k 1.4k 245.13
Visa (V) 0.2 $340k 2.6k 132.35
Church & Dwight (CHD) 0.2 $340k 6.4k 53.23
Technology SPDR (XLK) 0.2 $343k 4.9k 69.48
Walgreen Boots Alliance (WBA) 0.2 $336k 5.6k 60.01
Alphabet Inc Class C cs (GOOG) 0.2 $348k 312.00 1115.38
BP (BP) 0.2 $333k 7.3k 45.60
Vale (VALE) 0.2 $328k 26k 12.83
MasterCard Incorporated (MA) 0.2 $313k 1.6k 196.36
Bank of New York Mellon Corporation (BK) 0.2 $318k 5.9k 53.91
Ecolab (ECL) 0.2 $326k 2.3k 140.22
Koninklijke Philips Electronics NV (PHG) 0.2 $333k 7.9k 42.22
Sap (SAP) 0.2 $322k 2.8k 115.58
Align Technology (ALGN) 0.2 $321k 937.00 342.58
Manulife Finl Corp (MFC) 0.2 $314k 18k 17.97
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.2 $322k 2.7k 119.93
Citigroup (C) 0.2 $320k 4.8k 66.89
American Airls (AAL) 0.2 $325k 8.6k 38.00
Paypal Holdings (PYPL) 0.2 $323k 3.9k 83.29
Affiliated Managers (AMG) 0.1 $299k 2.0k 148.46
East West Ban (EWBC) 0.1 $312k 4.8k 65.29
MetLife (MET) 0.1 $312k 7.2k 43.59
Embraer S A (ERJ) 0.1 $299k 12k 24.87
Allegion Plc equity (ALLE) 0.1 $304k 3.9k 77.39
Rio Tinto (RIO) 0.1 $281k 5.1k 55.41
Mitsubishi UFJ Financial (MUFG) 0.1 $290k 51k 5.66
Lam Research Corporation (LRCX) 0.1 $291k 1.7k 172.91
Prudential Public Limited Company (PUK) 0.1 $290k 6.3k 45.78
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $292k 17k 17.01
Fiduciary/Claymore MLP Opportunity Fund 0.1 $279k 24k 11.69
Booking Holdings (BKNG) 0.1 $280k 138.00 2028.99
Credit Suisse Group 0.1 $260k 17k 14.91
New Oriental Education & Tech 0.1 $257k 2.7k 94.52
Celgene Corporation 0.1 $261k 3.3k 79.45
Flowserve Corporation (FLS) 0.1 $270k 6.7k 40.36
Vanguard Total Bond Market ETF (BND) 0.1 $262k 3.3k 79.35
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $270k 5.5k 48.94
Gw Pharmaceuticals Plc ads 0.1 $267k 1.9k 139.35
Invesco Actively Managd Etf optimum yield (PDBC) 0.1 $262k 14k 18.48
Progressive Corporation (PGR) 0.1 $246k 4.2k 59.18
Expeditors International of Washington (EXPD) 0.1 $246k 3.4k 73.13
CenturyLink 0.1 $240k 13k 18.60
General Mills (GIS) 0.1 $238k 5.4k 44.31
TJX Companies (TJX) 0.1 $240k 2.5k 95.05
Ametek (AME) 0.1 $251k 3.5k 72.06
Columbia Banking System (COLB) 0.1 $240k 5.9k 40.89
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $244k 2.9k 83.45
SK Tele 0.1 $218k 9.3k 23.33
ICICI Bank (IBN) 0.1 $226k 28k 8.02
Caterpillar (CAT) 0.1 $224k 1.7k 135.68
ConocoPhillips (COP) 0.1 $215k 3.1k 69.56
Nike (NKE) 0.1 $223k 2.8k 79.64
Schlumberger (SLB) 0.1 $219k 3.3k 67.05
iShares Russell 1000 Value Index (IWD) 0.1 $212k 1.7k 121.42
Novo Nordisk A/S (NVO) 0.1 $215k 4.7k 46.08
Copa Holdings Sa-class A (CPA) 0.1 $230k 2.4k 94.81
ING Groep (ING) 0.1 $221k 15k 14.32
Suncor Energy (SU) 0.1 $220k 5.4k 40.76
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $215k 9.2k 23.42
Gabelli Dividend & Income Trust (GDV) 0.1 $220k 9.7k 22.57
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $230k 10k 23.04
Direxion Daily Fin Bull 3x dly (FAS) 0.1 $221k 3.5k 63.14
Asml Holding (ASML) 0.1 $232k 1.2k 197.78
Invesco Emerging Markets S etf (PCY) 0.1 $225k 8.5k 26.49
BlackRock (BLK) 0.1 $203k 407.00 498.77
Charles Schwab Corporation (SCHW) 0.1 $210k 4.1k 51.00
CSX Corporation (CSX) 0.1 $202k 3.2k 63.88
Unilever 0.1 $203k 3.6k 55.80
Dover Corporation (DOV) 0.1 $208k 2.8k 73.24
Ctrip.com International 0.1 $201k 4.2k 47.54
Cbre Clarion Global Real Estat re (IGR) 0.1 $197k 26k 7.54
Anthem (ELV) 0.1 $206k 864.00 238.43
Invesco S&p 500 Low Volatility Etf (SPLV) 0.1 $206k 4.3k 47.41
Cemex SAB de CV (CX) 0.1 $174k 27k 6.56
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $174k 19k 9.20
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.1 $186k 17k 10.99
Mannkind (MNKD) 0.1 $168k 89k 1.90
Aegon 0.1 $136k 23k 5.92
Sumitomo Mitsui Financial Grp (SMFG) 0.1 $151k 19k 7.78
Dreyfus Strategic Muni. 0.1 $150k 20k 7.67
Infinity Pharmaceuticals (INFIQ) 0.0 $57k 30k 1.90
Micron Technology Inc conv 0.0 $32k 18k 1.78
Tesla Motors Inc bond 0.0 $12k 11k 1.09
Yahoo Inc note 12/0 0.0 $15k 11k 1.36