180 Wealth Advisors

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