180 Wealth Advisors as of Dec. 31, 2018
Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 253 positions in its portfolio as reported in the December 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) | 2.6 | $5.5M | 15k | 371.89 | |
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 | 96k | 37.06 | |
Chevron Corporation (CVX) | 1.6 | $3.5M | 29k | 122.29 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.5 | $3.2M | 29k | 110.71 | |
Costco Wholesale Corporation (COST) | 1.5 | $3.2M | 14k | 234.91 | |
Pfizer (PFE) | 1.3 | $2.8M | 63k | 44.06 | |
Johnson & Johnson (JNJ) | 1.3 | $2.7M | 20k | 138.18 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.2 | $2.6M | 40k | 64.42 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.2 | $2.5M | 77k | 32.62 | |
Starbucks Corporation (SBUX) | 1.1 | $2.4M | 43k | 56.85 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.1 | $2.3M | 36k | 64.08 | |
iShares MSCI EAFE Value Index (EFV) | 1.0 | $2.2M | 43k | 51.91 | |
Ishares High Dividend Equity F (HDV) | 1.0 | $2.2M | 25k | 90.54 | |
Ishares Tr eafe min volat (EFAV) | 1.0 | $2.2M | 31k | 72.81 | |
United Technologies Corporation | 1.0 | $2.1M | 15k | 139.79 | |
SPDR S&P International Dividend (DWX) | 1.0 | $2.1M | 56k | 37.91 | |
iShares Russell 3000 Value Index (IUSV) | 0.9 | $2.0M | 36k | 56.38 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $2.0M | 1.7k | 1206.83 | |
iShares S&P 1500 Index Fund (ITOT) | 0.9 | $2.0M | 30k | 66.64 | |
Ishares Tr usa min vo (USMV) | 0.9 | $1.9M | 34k | 57.04 | |
At&t (T) | 0.9 | $1.9M | 56k | 33.57 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $1.9M | 9.2k | 201.34 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.8M | 21k | 87.23 | |
Texas Instruments Incorporated (TXN) | 0.8 | $1.7M | 16k | 107.30 | |
International Business Machines (IBM) | 0.8 | $1.6M | 11k | 151.26 | |
Verizon Communications (VZ) | 0.7 | $1.5M | 29k | 53.39 | |
Home Depot (HD) | 0.7 | $1.5M | 7.1k | 207.16 | |
Emerson Electric (EMR) | 0.7 | $1.5M | 19k | 76.58 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.5M | 36k | 40.99 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | 13k | 112.83 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | 17k | 85.00 | |
Tor Dom Bk Cad (TD) | 0.7 | $1.4M | 24k | 60.81 | |
General Electric Company | 0.7 | $1.4M | 124k | 11.29 | |
Bank of America Corporation (BAC) | 0.6 | $1.3M | 45k | 29.46 | |
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 | |
Cisco Systems (CSCO) | 0.6 | $1.3M | 26k | 48.64 | |
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 | |
Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | 4.6k | 244.14 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $1.1M | 4.0k | 270.07 | |
Altria (MO) | 0.5 | $1.1M | 18k | 60.31 | |
Honeywell International (HON) | 0.5 | $1.1M | 6.6k | 166.39 | |
iShares S&P Global 100 Index (IOO) | 0.5 | $1.1M | 22k | 48.80 | |
Merck & Co (MRK) | 0.5 | $1.1M | 15k | 70.97 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.5 | $1.1M | 28k | 38.92 | |
General Motors Company (GM) | 0.5 | $1.0M | 31k | 33.66 | |
Vanguard Total World Stock Idx (VT) | 0.5 | $1.0M | 13k | 75.86 | |
Ishares Tr fltg rate nt (FLOT) | 0.5 | $1.0M | 20k | 51.05 | |
Darden Restaurants (DRI) | 0.5 | $969k | 8.7k | 111.14 | |
United Rentals (URI) | 0.5 | $971k | 5.9k | 163.63 | |
D.R. Horton (DHI) | 0.5 | $969k | 23k | 42.17 | |
Walt Disney Company (DIS) | 0.4 | $948k | 8.1k | 116.92 | |
Lockheed Martin Corporation (LMT) | 0.4 | $952k | 2.8k | 346.18 | |
Oracle Corporation (ORCL) | 0.4 | $948k | 18k | 51.55 | |
Berkshire Hathaway (BRK.B) | 0.4 | $896k | 4.2k | 214.15 | |
NVIDIA Corporation (NVDA) | 0.4 | $891k | 3.2k | 280.90 | |
Royal Dutch Shell | 0.4 | $910k | 13k | 70.96 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $900k | 11k | 80.52 | |
salesforce (CRM) | 0.4 | $896k | 5.6k | 159.01 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $898k | 17k | 51.79 | |
Zoetis Inc Cl A (ZTS) | 0.4 | $892k | 9.7k | 91.55 | |
Medtronic (MDT) | 0.4 | $904k | 9.2k | 98.36 | |
Coca-Cola Company (KO) | 0.4 | $876k | 19k | 46.17 | |
Ishares Tr Global Reit Etf (REET) | 0.4 | $868k | 34k | 25.23 | |
Valero Energy Corporation (VLO) | 0.4 | $858k | 7.5k | 113.70 | |
Marathon Petroleum Corp (MPC) | 0.4 | $853k | 11k | 79.97 | |
Nextera Energy (NEE) | 0.4 | $837k | 5.0k | 167.57 | |
Dowdupont | 0.4 | $827k | 13k | 64.33 | |
Republic Services (RSG) | 0.4 | $806k | 11k | 72.70 | |
Intel Corporation (INTC) | 0.4 | $808k | 17k | 47.29 | |
AstraZeneca (AZN) | 0.4 | $784k | 20k | 39.56 | |
Amgen (AMGN) | 0.4 | $802k | 3.9k | 207.24 | |
SYSCO Corporation (SYY) | 0.4 | $776k | 11k | 73.28 | |
CenturyLink | 0.4 | $771k | 36k | 21.21 | |
C.H. Robinson Worldwide (CHRW) | 0.4 | $761k | 7.8k | 97.88 | |
Crown Castle Intl (CCI) | 0.4 | $762k | 6.8k | 111.26 | |
HSBC Holdings (HSBC) | 0.3 | $746k | 17k | 44.01 | |
McDonald's Corporation (MCD) | 0.3 | $755k | 4.5k | 167.22 | |
Digital Realty Trust (DLR) | 0.3 | $733k | 6.5k | 112.49 | |
Pepsi (PEP) | 0.3 | $728k | 6.5k | 111.79 | |
American Electric Power Company (AEP) | 0.3 | $721k | 10k | 70.89 | |
Visa (V) | 0.3 | $730k | 4.9k | 150.11 | |
Simon Property (SPG) | 0.3 | $724k | 4.1k | 176.71 | |
Fidelity divid etf risi (FDRR) | 0.3 | $720k | 22k | 32.37 | |
Alibaba Group Holding (BABA) | 0.3 | $700k | 4.3k | 164.67 | |
Genuine Parts Company (GPC) | 0.3 | $680k | 6.8k | 99.46 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $687k | 8.3k | 83.10 | |
Cme (CME) | 0.3 | $668k | 3.9k | 170.32 | |
Carnival Corporation (CCL) | 0.3 | $655k | 10k | 63.80 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $666k | 4.4k | 149.70 | |
Newfield Exploration | 0.3 | $639k | 22k | 28.82 | |
Bristol Myers Squibb (BMY) | 0.3 | $612k | 9.9k | 62.06 | |
Lowe's Companies (LOW) | 0.3 | $619k | 5.4k | 114.88 | |
Delta Air Lines (DAL) | 0.3 | $622k | 11k | 57.80 | |
Ishares Tr cmn (STIP) | 0.3 | $629k | 6.4k | 98.71 | |
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 | |
BB&T Corporation | 0.3 | $596k | 12k | 48.53 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $600k | 5.4k | 110.56 | |
NRG Energy (NRG) | 0.3 | $577k | 15k | 37.38 | |
Affiliated Managers (AMG) | 0.3 | $577k | 4.2k | 136.67 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $569k | 5.0k | 113.66 | |
Sherwin-Williams Company (SHW) | 0.3 | $579k | 1.3k | 455.19 | |
Williams Companies (WMB) | 0.3 | $582k | 21k | 27.21 | |
Estee Lauder Companies (EL) | 0.3 | $583k | 4.0k | 145.42 | |
Abbvie (ABBV) | 0.3 | $589k | 6.2k | 94.65 | |
FedEx Corporation (FDX) | 0.3 | $547k | 2.3k | 240.65 | |
Edwards Lifesciences (EW) | 0.3 | $565k | 3.2k | 174.06 | |
Wells Fargo & Company (WFC) | 0.3 | $556k | 11k | 52.58 | |
Humana (HUM) | 0.3 | $550k | 1.6k | 338.67 | |
American Tower Reit (AMT) | 0.3 | $553k | 3.8k | 145.41 | |
Fidelity msci finls idx (FNCL) | 0.3 | $562k | 14k | 40.36 | |
V.F. Corporation (VFC) | 0.2 | $533k | 5.7k | 93.44 | |
Air Products & Chemicals (APD) | 0.2 | $537k | 3.2k | 167.08 | |
Philip Morris International (PM) | 0.2 | $529k | 6.5k | 81.55 | |
Intuitive Surgical (ISRG) | 0.2 | $518k | 902.00 | 574.28 | |
UnitedHealth (UNH) | 0.2 | $513k | 1.9k | 266.22 | |
Fidelity msci matls index (FMAT) | 0.2 | $505k | 15k | 33.58 | |
Exelon Corporation (EXC) | 0.2 | $490k | 11k | 43.68 | |
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 | |
Sanofi-Aventis SA (SNY) | 0.2 | $463k | 10k | 44.63 | |
Target Corporation (TGT) | 0.2 | $470k | 5.3k | 88.21 | |
Illinois Tool Works (ITW) | 0.2 | $480k | 3.4k | 141.18 | |
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 | $467k | 33k | 14.28 | |
Sony Corporation (SONY) | 0.2 | $451k | 7.4k | 60.61 | |
Becton, Dickinson and (BDX) | 0.2 | $457k | 1.8k | 260.84 | |
Total (TTE) | 0.2 | $442k | 6.9k | 64.43 | |
Energy Select Sector SPDR (XLE) | 0.2 | $453k | 6.0k | 75.82 | |
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 | |
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 | |
Vale (VALE) | 0.2 | $335k | 23k | 14.84 | |
Sap (SAP) | 0.2 | $349k | 2.8k | 122.89 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.2 | $333k | 2.8k | 119.18 | |
Constellation Brands (STZ) | 0.1 | $317k | 1.5k | 215.79 | |
Baidu (BIDU) | 0.1 | $313k | 1.4k | 228.97 | |
MetLife (MET) | 0.1 | $312k | 6.7k | 46.79 | |
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 | |
Rio Tinto (RIO) | 0.1 | $290k | 5.7k | 51.04 | |
Unilever | 0.1 | $301k | 5.4k | 55.46 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $291k | 47k | 6.19 | |
Lam Research Corporation (LRCX) | 0.1 | $305k | 2.0k | 151.52 | |
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 | $294k | 3.9k | 76.28 | |
Citigroup (C) | 0.1 | $309k | 4.3k | 71.84 | |
Allegion Plc equity (ALLE) | 0.1 | $303k | 3.3k | 90.47 | |
Booking Holdings (BKNG) | 0.1 | $290k | 146.00 | 1986.30 | |
ConocoPhillips (COP) | 0.1 | $275k | 3.6k | 77.29 | |
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 | |
Charles Schwab Corporation (SCHW) | 0.1 | $254k | 5.2k | 49.20 | |
Caterpillar (CAT) | 0.1 | $256k | 1.7k | 152.65 | |
CSX Corporation (CSX) | 0.1 | $247k | 3.3k | 74.15 | |
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 | |
Gw Pharmaceuticals Plc ads | 0.1 | $247k | 1.4k | 172.73 | |
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.1 | $254k | 4.0k | 62.82 | |
Invesco Actively Managd Etf optimum yield (PDBC) | 0.1 | $252k | 13k | 18.77 | |
SK Tele | 0.1 | $230k | 8.3k | 27.86 | |
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 Short Term Corporate Bond ETF (VCSH) | 0.1 | $227k | 2.9k | 78.28 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $237k | 2.8k | 83.60 | |
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 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $204k | 8.8k | 23.30 | |
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 | |
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 | |
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 |