180 Wealth Advisors

180 Wealth Advisors as of Sept. 30, 2018

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 254 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.4 $12M 102k 114.37
Amazon (AMZN) 3.9 $8.4M 4.2k 2003.09
Boeing Company (BA) 2.5 $5.5M 15k 371.90
Apple (AAPL) 2.4 $5.1M 23k 225.74
Vanguard Short-Term Bond ETF (BSV) 1.7 $3.7M 47k 78.03
Ishares Tr core div grwth (DGRO) 1.7 $3.6M 97k 37.06
Chevron Corporation (CVX) 1.6 $3.5M 29k 122.29
Vanguard Dividend Appreciation ETF (VIG) 1.5 $3.3M 30k 110.71
Costco Wholesale Corporation (COST) 1.5 $3.2M 14k 234.91
Pfizer (PFE) 1.3 $2.8M 64k 44.07
Johnson & Johnson (JNJ) 1.3 $2.8M 20k 138.17
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.2 $2.7M 42k 64.42
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.2 $2.6M 81k 32.63
Starbucks Corporation (SBUX) 1.1 $2.4M 43k 56.85
iShares MSCI EAFE Value Index (EFV) 1.1 $2.3M 45k 51.93
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.1 $2.3M 36k 64.09
Ishares Tr eafe min volat (EFAV) 1.1 $2.3M 31k 72.80
Ishares High Dividend Equity F (HDV) 1.0 $2.3M 25k 90.54
SPDR S&P International Dividend (DWX) 1.0 $2.2M 59k 37.92
United Technologies Corporation 1.0 $2.2M 16k 139.84
iShares Russell 3000 Value Index (IUSV) 0.9 $2.0M 36k 56.38
iShares S&P 1500 Index Fund (ITOT) 0.9 $2.0M 30k 66.62
Alphabet Inc Class A cs (GOOGL) 0.9 $2.0M 1.7k 1206.83
Ishares Tr usa min vo (USMV) 0.9 $2.0M 35k 57.04
At&t (T) 0.9 $1.9M 57k 33.59
iShares S&P MidCap 400 Index (IJH) 0.9 $1.9M 9.5k 201.25
iShares S&P SmallCap 600 Index (IJR) 0.8 $1.8M 21k 87.23
Texas Instruments Incorporated (TXN) 0.8 $1.7M 16k 107.26
International Business Machines (IBM) 0.8 $1.6M 11k 151.26
Verizon Communications (VZ) 0.7 $1.6M 29k 53.38
Vanguard Emerging Markets ETF (VWO) 0.7 $1.5M 38k 41.00
Emerson Electric (EMR) 0.7 $1.5M 20k 76.56
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 13k 112.82
Home Depot (HD) 0.7 $1.5M 7.1k 207.16
Tor Dom Bk Cad (TD) 0.7 $1.5M 24k 60.80
Exxon Mobil Corporation (XOM) 0.7 $1.5M 17k 85.01
General Electric Company 0.7 $1.4M 124k 11.29
Bank of America Corporation (BAC) 0.6 $1.3M 45k 29.46
Cisco Systems (CSCO) 0.6 $1.3M 27k 48.63
iShares Lehman MBS Bond Fund (MBB) 0.6 $1.3M 13k 103.33
Procter & Gamble Company (PG) 0.6 $1.3M 16k 83.24
Alaska Air (ALK) 0.6 $1.3M 19k 68.85
Union Pacific Corporation (UNP) 0.6 $1.3M 7.8k 162.81
Wal-Mart Stores (WMT) 0.6 $1.2M 13k 93.89
Facebook Inc cl a (META) 0.6 $1.2M 7.5k 164.43
Netflix (NFLX) 0.6 $1.2M 3.2k 374.00
General Dynamics Corporation (GD) 0.6 $1.2M 5.8k 204.77
Ishares Inc emrgmkt dividx (DVYE) 0.5 $1.2M 30k 38.90
Thermo Fisher Scientific (TMO) 0.5 $1.1M 4.6k 244.14
Honeywell International (HON) 0.5 $1.1M 6.6k 166.39
Merck & Co (MRK) 0.5 $1.1M 16k 70.91
iShares S&P Global 100 Index (IOO) 0.5 $1.1M 22k 48.80
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 4.0k 270.07
Altria (MO) 0.5 $1.1M 18k 60.31
General Motors Company (GM) 0.5 $1.0M 31k 33.67
Ishares Tr fltg rate nt (FLOT) 0.5 $1.0M 20k 51.01
Vanguard Total World Stock Idx (VT) 0.5 $1.0M 13k 75.86
Darden Restaurants (DRI) 0.5 $969k 8.7k 111.14
United Rentals (URI) 0.5 $971k 5.9k 163.63
Lockheed Martin Corporation (LMT) 0.5 $978k 2.8k 345.95
D.R. Horton (DHI) 0.5 $969k 23k 42.17
Walt Disney Company (DIS) 0.4 $948k 8.1k 116.92
Royal Dutch Shell 0.4 $943k 13k 70.92
Oracle Corporation (ORCL) 0.4 $948k 18k 51.55
Ishares Inc core msci emkt (IEMG) 0.4 $924k 18k 51.77
Coca-Cola Company (KO) 0.4 $905k 20k 46.18
Vanguard Intermediate-Term Bond ETF (BIV) 0.4 $900k 11k 80.52
Medtronic (MDT) 0.4 $904k 9.2k 98.36
Berkshire Hathaway (BRK.B) 0.4 $896k 4.2k 214.15
NVIDIA Corporation (NVDA) 0.4 $891k 3.2k 280.90
salesforce (CRM) 0.4 $896k 5.6k 159.01
Zoetis Inc Cl A (ZTS) 0.4 $892k 9.7k 91.55
Ishares Tr Global Reit Etf (REET) 0.4 $884k 35k 25.23
Valero Energy Corporation (VLO) 0.4 $858k 7.5k 113.70
Nextera Energy (NEE) 0.4 $837k 5.0k 167.57
Marathon Petroleum Corp (MPC) 0.4 $853k 11k 79.97
Amgen (AMGN) 0.4 $823k 4.0k 207.20
Dowdupont 0.4 $827k 13k 64.33
Republic Services (RSG) 0.4 $806k 11k 72.70
SYSCO Corporation (SYY) 0.4 $793k 11k 73.26
Intel Corporation (INTC) 0.4 $808k 17k 47.29
HSBC Holdings (HSBC) 0.4 $772k 18k 44.01
McDonald's Corporation (MCD) 0.4 $785k 4.7k 167.20
AstraZeneca (AZN) 0.4 $788k 20k 39.57
CenturyLink 0.4 $771k 36k 21.21
Crown Castle Intl (CCI) 0.4 $786k 7.1k 111.35
Digital Realty Trust (DLR) 0.3 $759k 6.7k 112.51
Pepsi (PEP) 0.3 $755k 6.8k 111.74
C.H. Robinson Worldwide (CHRW) 0.3 $761k 7.8k 97.88
Simon Property (SPG) 0.3 $753k 4.3k 176.68
American Electric Power Company (AEP) 0.3 $742k 11k 70.87
Visa (V) 0.3 $730k 4.9k 150.11
Fidelity divid etf risi (FDRR) 0.3 $720k 22k 32.37
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.3 $687k 8.3k 83.10
Alibaba Group Holding (BABA) 0.3 $700k 4.3k 164.67
Cme (CME) 0.3 $668k 3.9k 170.32
Carnival Corporation (CCL) 0.3 $679k 11k 63.74
Genuine Parts Company (GPC) 0.3 $680k 6.8k 99.46
Vanguard Total Stock Market ETF (VTI) 0.3 $666k 4.4k 149.70
Newfield Exploration 0.3 $639k 22k 28.82
Ishares Tr cmn (STIP) 0.3 $645k 6.5k 98.81
BB&T Corporation 0.3 $620k 13k 48.52
Lowe's Companies (LOW) 0.3 $619k 5.4k 114.88
Delta Air Lines (DAL) 0.3 $622k 11k 57.80
Ishares Inc em mkt min vol (EEMV) 0.3 $617k 10k 59.27
Broadcom (AVGO) 0.3 $618k 2.5k 246.61
Baxter International (BAX) 0.3 $604k 7.8k 77.12
Bristol Myers Squibb (BMY) 0.3 $612k 9.9k 62.06
iShares Barclays TIPS Bond Fund (TIP) 0.3 $600k 5.4k 110.56
Abbvie (ABBV) 0.3 $599k 6.3k 94.64
NRG Energy (NRG) 0.3 $577k 15k 37.38
Affiliated Managers (AMG) 0.3 $577k 4.2k 136.67
Sherwin-Williams Company (SHW) 0.3 $579k 1.3k 455.19
Wells Fargo & Company (WFC) 0.3 $574k 11k 52.59
Williams Companies (WMB) 0.3 $582k 21k 27.21
Estee Lauder Companies (EL) 0.3 $583k 4.0k 145.42
Fidelity msci finls idx (FNCL) 0.3 $574k 14k 40.35
Edwards Lifesciences (EW) 0.3 $565k 3.2k 174.06
Kimberly-Clark Corporation (KMB) 0.3 $569k 5.0k 113.66
Air Products & Chemicals (APD) 0.3 $558k 3.3k 167.17
American Tower Reit (AMT) 0.3 $553k 3.8k 145.41
FedEx Corporation (FDX) 0.2 $547k 2.3k 240.65
V.F. Corporation (VFC) 0.2 $533k 5.7k 93.44
Humana (HUM) 0.2 $550k 1.6k 338.67
Intuitive Surgical (ISRG) 0.2 $518k 902.00 574.28
Philip Morris International (PM) 0.2 $529k 6.5k 81.55
UnitedHealth (UNH) 0.2 $513k 1.9k 266.22
Exelon Corporation (EXC) 0.2 $510k 12k 43.69
Fidelity msci matls index (FMAT) 0.2 $518k 15k 33.55
Target Corporation (TGT) 0.2 $493k 5.6k 88.15
Illinois Tool Works (ITW) 0.2 $490k 3.5k 141.01
Applied Materials (AMAT) 0.2 $498k 13k 38.64
Church & Dwight (CHD) 0.2 $501k 8.4k 59.35
Cognizant Technology Solutions (CTSH) 0.2 $471k 6.1k 77.07
MasterCard Incorporated (MA) 0.2 $473k 2.1k 222.48
Canadian Natl Ry (CNI) 0.2 $471k 5.3k 89.71
Energy Select Sector SPDR (XLE) 0.2 $483k 6.4k 75.73
Chubb (CB) 0.2 $470k 3.5k 133.67
Coca Cola European Partners (CCEP) 0.2 $478k 11k 45.51
Ishares Msci Global Gold Min etp (RING) 0.2 $483k 34k 14.28
Sony Corporation (SONY) 0.2 $451k 7.4k 60.61
Becton, Dickinson and (BDX) 0.2 $457k 1.8k 260.84
Sanofi-Aventis SA (SNY) 0.2 $463k 10k 44.63
Paypal Holdings (PYPL) 0.2 $448k 5.1k 87.77
Alphabet Inc Class C cs (GOOG) 0.2 $446k 374.00 1192.51
Automatic Data Processing (ADP) 0.2 $428k 2.8k 150.81
Total (TTE) 0.2 $442k 6.9k 64.43
Vanguard Value ETF (VTV) 0.2 $435k 3.9k 110.63
Vanguard S&p 500 Etf idx (VOO) 0.2 $437k 1.6k 267.11
American Airls (AAL) 0.2 $435k 11k 41.36
Fidelity core divid etf (FDVV) 0.2 $433k 14k 30.66
Comcast Corporation (CMCSA) 0.2 $405k 11k 35.43
Canadian Natural Resources (CNQ) 0.2 $407k 13k 32.65
Vanguard Growth ETF (VUG) 0.2 $414k 2.6k 160.90
Bank of New York Mellon Corporation (BK) 0.2 $394k 7.7k 50.98
Consolidated Edison (ED) 0.2 $391k 5.1k 76.11
Diageo (DEO) 0.2 $385k 2.7k 141.80
BHP Billiton (BHP) 0.2 $396k 7.9k 49.83
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $384k 3.3k 114.90
iShares Dow Jones Select Dividend (DVY) 0.2 $389k 3.9k 99.64
Koninklijke Philips Electronics NV (PHG) 0.2 $374k 8.2k 45.46
East West Ban (EWBC) 0.2 $361k 6.0k 60.29
Align Technology (ALGN) 0.2 $365k 932.00 391.63
Abb (ABBNY) 0.2 $369k 16k 23.64
Flowserve Corporation (FLS) 0.2 $371k 6.8k 54.66
Technology SPDR (XLK) 0.2 $372k 4.9k 75.33
BP (BP) 0.2 $345k 7.5k 46.06
China Petroleum & Chemical 0.2 $345k 3.4k 100.50
Sap (SAP) 0.2 $349k 2.8k 122.89
Vale (VALE) 0.1 $335k 23k 14.84
Constellation Brands (STZ) 0.1 $317k 1.5k 215.79
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $333k 2.8k 119.18
Progressive Corporation (PGR) 0.1 $301k 4.2k 71.12
Ecolab (ECL) 0.1 $308k 2.0k 156.90
3M Company (MMM) 0.1 $307k 1.5k 210.71
Unilever 0.1 $301k 5.4k 55.46
Baidu (BIDU) 0.1 $313k 1.4k 228.97
Lam Research Corporation (LRCX) 0.1 $305k 2.0k 151.52
MetLife (MET) 0.1 $312k 6.7k 46.79
Fiduciary/Claymore MLP Opportunity Fund 0.1 $305k 25k 12.21
Tortoise Energy Infrastructure 0.1 $296k 11k 26.90
D Spdr Series Trust (XTL) 0.1 $312k 4.1k 76.17
Citigroup (C) 0.1 $309k 4.3k 71.84
Allegion Plc equity (ALLE) 0.1 $303k 3.3k 90.47
ConocoPhillips (COP) 0.1 $275k 3.6k 77.29
Rio Tinto (RIO) 0.1 $290k 5.7k 51.04
Mitsubishi UFJ Financial (MUFG) 0.1 $291k 47k 6.19
TJX Companies (TJX) 0.1 $287k 2.6k 111.93
Discovery Communications 0.1 $282k 8.8k 31.96
Prudential Public Limited Company (PUK) 0.1 $274k 6.0k 45.95
Celgene Corporation 0.1 $283k 3.2k 89.59
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $288k 16k 17.90
Intercontinental Exchange (ICE) 0.1 $280k 3.7k 74.99
Booking Holdings (BKNG) 0.1 $290k 146.00 1986.30
Invesco Actively Managd Etf optimum yield (PDBC) 0.1 $275k 15k 18.80
Charles Schwab Corporation (SCHW) 0.1 $254k 5.2k 49.20
Caterpillar (CAT) 0.1 $256k 1.7k 152.65
Cummins (CMI) 0.1 $253k 1.7k 146.07
Yum! Brands (YUM) 0.1 $258k 2.8k 91.04
Ford Motor Company (F) 0.1 $258k 28k 9.25
New Oriental Education & Tech 0.1 $264k 3.6k 73.95
ING Groep (ING) 0.1 $249k 19k 12.95
Ametek (AME) 0.1 $264k 3.3k 78.97
ProShares Ultra QQQ (QLD) 0.1 $252k 2.5k 100.80
Vanguard Total Bond Market ETF (BND) 0.1 $260k 3.3k 78.74
Asml Holding (ASML) 0.1 $260k 1.4k 188.13
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $260k 5.4k 48.28
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.1 $254k 4.0k 62.82
SK Tele 0.1 $230k 8.3k 27.86
CSX Corporation (CSX) 0.1 $247k 3.3k 74.15
Expeditors International of Washington (EXPD) 0.1 $245k 3.3k 73.64
CarMax (KMX) 0.1 $246k 3.3k 74.70
Credit Suisse Group 0.1 $240k 16k 14.97
General Mills (GIS) 0.1 $231k 5.4k 43.01
Nike (NKE) 0.1 $237k 2.8k 84.64
Qualcomm (QCOM) 0.1 $234k 3.2k 72.04
Danaher Corporation (DHR) 0.1 $242k 2.2k 108.47
Dover Corporation (DOV) 0.1 $236k 2.7k 88.72
Columbia Banking System (COLB) 0.1 $228k 5.9k 38.85
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $245k 10k 24.54
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $237k 2.8k 83.60
Gw Pharmaceuticals Plc ads 0.1 $247k 1.4k 172.73
Mannkind (MNKD) 0.1 $235k 128k 1.83
Invesco Emerging Markets S etf (PCY) 0.1 $244k 9.1k 26.96
Analog Devices (ADI) 0.1 $223k 2.4k 92.53
Schlumberger (SLB) 0.1 $216k 3.5k 60.86
iShares Russell 1000 Value Index (IWD) 0.1 $216k 1.7k 126.46
Copa Holdings Sa-class A (CPA) 0.1 $219k 2.7k 79.75
VMware 0.1 $206k 1.3k 155.82
Magellan Midstream Partners 0.1 $211k 3.1k 67.61
Alexandria Real Estate Equities (ARE) 0.1 $214k 1.7k 125.51
Suncor Energy (SU) 0.1 $207k 5.3k 38.76
Embraer S A (ERJ) 0.1 $217k 11k 19.57
Gabelli Dividend & Income Trust (GDV) 0.1 $223k 9.3k 23.94
Vanguard High Dividend Yield ETF (VYM) 0.1 $212k 2.4k 87.06
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $227k 2.9k 78.28
Anthem (ELV) 0.1 $220k 803.00 273.97
Invesco S&p 500 Low Volatility Etf (SPLV) 0.1 $215k 4.3k 49.48
Novo Nordisk A/S (NVO) 0.1 $202k 4.3k 47.04
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $204k 8.8k 23.30
Sumitomo Mitsui Financial Grp (SMFG) 0.1 $184k 23k 8.01
Cemex SAB de CV (CX) 0.1 $170k 24k 7.02
Mizuho Financial (MFG) 0.1 $174k 50k 3.50
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $180k 19k 9.48
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.1 $176k 16k 10.84
Ambev Sa- (ABEV) 0.1 $168k 37k 4.58
Banco Bradesco SA (BBD) 0.1 $149k 21k 7.10
Dreyfus Strategic Muni. 0.1 $148k 20k 7.49
Cbre Clarion Global Real Estat re (IGR) 0.1 $102k 14k 7.28
Infinity Pharmaceuticals (INFIQ) 0.0 $81k 30k 2.70
Novavax 0.0 $38k 20k 1.90
Micron Technology Inc conv 0.0 $28k 18k 1.56
Tesla Motors Inc bond 0.0 $11k 11k 1.00
Yahoo Inc note 12/0 0.0 $14k 11k 1.27