180 Wealth Advisors

180 Wealth Advisors as of March 31, 2019

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 250 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.5 $14M 114k 125.52
Amazon (AMZN) 3.4 $7.5M 3.9k 1920.96
Boeing Company (BA) 2.5 $5.4M 15k 357.26
Vanguard Short-Term Bond ETF (BSV) 2.1 $4.7M 59k 79.45
Vanguard Dividend Appreciation ETF (VIG) 2.1 $4.6M 41k 111.33
Apple (AAPL) 2.0 $4.5M 22k 202.87
Ishares Tr core div grwth (DGRO) 2.0 $4.4M 119k 37.42
Chevron Corporation (CVX) 1.6 $3.6M 31k 118.28
Starbucks Corporation (SBUX) 1.6 $3.6M 46k 77.97
Ishares High Dividend Equity F (HDV) 1.5 $3.4M 36k 93.08
iShares Russell 3000 Value Index (IUSV) 1.5 $3.3M 60k 55.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.4 $3.2M 52k 61.02
Costco Wholesale Corporation (COST) 1.4 $3.1M 13k 240.16
Johnson & Johnson (JNJ) 1.4 $3.1M 22k 139.98
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.3 $2.9M 93k 30.90
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.3 $2.8M 44k 65.06
Ishares Tr eafe min volat (EFAV) 1.1 $2.4M 34k 71.20
Pfizer (PFE) 1.1 $2.3M 57k 40.82
Ishares Tr usa min vo (USMV) 1.0 $2.2M 38k 59.02
Alphabet Inc Class A cs (GOOGL) 1.0 $2.2M 1.9k 1178.78
iShares S&P Global 100 Index (IOO) 0.9 $2.1M 43k 48.37
iShares MSCI EAFE Value Index (EFV) 0.9 $1.9M 40k 48.86
JPMorgan Chase & Co. (JPM) 0.9 $1.9M 17k 113.23
Vanguard Emerging Markets ETF (VWO) 0.9 $1.9M 45k 42.05
iShares S&P 1500 Index Fund (ITOT) 0.8 $1.9M 28k 65.71
Wal-Mart Stores (WMT) 0.8 $1.8M 18k 101.27
At&t (T) 0.8 $1.8M 59k 30.52
iShares S&P MidCap 400 Index (IJH) 0.8 $1.7M 8.7k 193.73
SPDR S&P International Dividend (DWX) 0.8 $1.7M 45k 38.27
Verizon Communications (VZ) 0.7 $1.5M 27k 56.61
iShares S&P SmallCap 600 Index (IJR) 0.7 $1.5M 19k 79.87
Cisco Systems (CSCO) 0.7 $1.5M 28k 53.44
Honeywell International (HON) 0.7 $1.5M 8.6k 169.81
Exxon Mobil Corporation (XOM) 0.7 $1.4M 19k 76.73
United Technologies Corporation 0.7 $1.4M 11k 135.41
Facebook Inc cl a (META) 0.6 $1.4M 7.4k 189.77
Bank of America Corporation (BAC) 0.6 $1.4M 46k 29.91
Union Pacific Corporation (UNP) 0.6 $1.4M 7.8k 174.73
Procter & Gamble Company (PG) 0.6 $1.4M 13k 104.69
Lockheed Martin Corporation (LMT) 0.6 $1.4M 4.1k 330.81
Ishares Tr Global Reit Etf (REET) 0.6 $1.3M 50k 26.30
Visa (V) 0.6 $1.3M 7.9k 160.24
Chubb (CB) 0.6 $1.3M 8.8k 142.79
Home Depot (HD) 0.6 $1.2M 6.3k 194.82
General Dynamics Corporation (GD) 0.6 $1.2M 7.2k 170.54
Tor Dom Bk Cad (TD) 0.6 $1.2M 22k 56.06
Thermo Fisher Scientific (TMO) 0.6 $1.2M 4.5k 271.75
Applied Materials (AMAT) 0.5 $1.2M 28k 42.05
Walt Disney Company (DIS) 0.5 $1.2M 8.8k 133.42
iShares Lehman MBS Bond Fund (MBB) 0.5 $1.2M 11k 105.99
General Electric Company 0.5 $1.1M 113k 10.11
Merck & Co (MRK) 0.5 $1.1M 14k 77.89
Royal Dutch Shell 0.5 $1.1M 17k 63.04
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 3.8k 277.03
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.5 $1.0M 12k 83.99
Broadcom (AVGO) 0.5 $1.0M 3.4k 307.19
Valero Energy Corporation (VLO) 0.5 $1.0M 12k 84.38
Vanguard Total World Stock Idx (VT) 0.5 $1.0M 14k 74.06
Intel Corporation (INTC) 0.5 $982k 20k 50.46
D.R. Horton (DHI) 0.5 $989k 23k 43.75
Oracle Corporation (ORCL) 0.5 $1.0M 19k 54.00
UnitedHealth (UNH) 0.4 $942k 4.0k 238.18
Ishares Inc core msci emkt (IEMG) 0.4 $938k 18k 51.15
Tortoise Energy Infrastructure 0.4 $932k 41k 22.96
Berkshire Hathaway (BRK.B) 0.4 $892k 4.3k 209.49
United Rentals (URI) 0.4 $871k 6.5k 134.27
General Motors Company (GM) 0.4 $877k 23k 38.51
Darden Restaurants (DRI) 0.4 $849k 7.1k 119.48
Ishares Inc emrgmkt dividx (DVYE) 0.4 $864k 22k 39.92
Medtronic (MDT) 0.4 $861k 9.6k 89.29
International Business Machines (IBM) 0.4 $843k 6.1k 137.70
Nextera Energy (NEE) 0.4 $829k 4.4k 189.75
Ishares Msci Global Gold Min etp (RING) 0.4 $828k 51k 16.31
McDonald's Corporation (MCD) 0.4 $809k 4.1k 198.04
Pepsi (PEP) 0.4 $805k 6.4k 126.06
Texas Instruments Incorporated (TXN) 0.4 $825k 7.2k 113.98
Noble Energy 0.4 $802k 33k 24.27
salesforce (CRM) 0.4 $804k 5.1k 156.82
Coca-Cola Company (KO) 0.3 $749k 16k 48.02
Paychex (PAYX) 0.3 $759k 9.1k 83.43
Prologis (PLD) 0.3 $755k 10k 74.27
Gentex Corporation (GNTX) 0.3 $732k 31k 23.36
Emerson Electric (EMR) 0.3 $702k 10k 67.49
Netflix (NFLX) 0.3 $716k 1.9k 370.22
Alibaba Group Holding (BABA) 0.3 $704k 3.9k 181.44
CarMax (KMX) 0.3 $674k 8.7k 77.73
Dollar General (DG) 0.3 $690k 5.6k 122.28
Vanguard Total Stock Market ETF (VTI) 0.3 $684k 4.6k 147.54
Snap-on Incorporated (SNA) 0.3 $664k 3.9k 168.66
Sherwin-Williams Company (SHW) 0.3 $672k 1.5k 446.81
AstraZeneca (AZN) 0.3 $666k 18k 38.01
Citigroup (C) 0.3 $660k 9.7k 68.11
Ishares Tr fltg rate nt (FLOT) 0.3 $664k 13k 50.83
Digital Realty Trust (DLR) 0.3 $634k 5.4k 117.39
V.F. Corporation (VFC) 0.3 $633k 6.8k 93.58
American Electric Power Company (AEP) 0.3 $640k 7.6k 84.63
Fidelity divid etf risi (FDRR) 0.3 $640k 20k 31.97
Kimberly-Clark Corporation (KMB) 0.3 $611k 4.8k 126.24
Simon Property (SPG) 0.3 $627k 3.6k 173.93
Crown Castle Intl (CCI) 0.3 $618k 5.0k 123.13
Travelers Companies (TRV) 0.3 $599k 4.2k 141.74
Amgen (AMGN) 0.3 $594k 3.4k 173.74
Target Corporation (TGT) 0.3 $587k 7.8k 75.08
iShares S&P 500 Index (IVV) 0.3 $606k 2.1k 289.95
Lowe's Companies (LOW) 0.3 $590k 5.5k 107.10
C.H. Robinson Worldwide (CHRW) 0.3 $587k 7.1k 82.50
iShares Barclays TIPS Bond Fund (TIP) 0.3 $585k 5.2k 113.13
Zoetis Inc Cl A (ZTS) 0.3 $603k 5.9k 101.38
Genuine Parts Company (GPC) 0.3 $563k 5.7k 99.05
NVIDIA Corporation (NVDA) 0.3 $563k 3.3k 173.18
Nucor Corporation (NUE) 0.3 $572k 10k 56.14
Duke Energy (DUK) 0.3 $570k 6.4k 89.20
Tekla Life Sciences sh ben int (HQL) 0.3 $581k 35k 16.41
FirstEnergy (FE) 0.2 $552k 13k 42.07
NRG Energy (NRG) 0.2 $522k 14k 38.67
MasterCard Incorporated (MA) 0.2 $536k 2.2k 244.86
Baxter International (BAX) 0.2 $524k 6.8k 76.69
Edwards Lifesciences (EW) 0.2 $526k 2.9k 178.37
Canadian Natl Ry (CNI) 0.2 $498k 5.4k 92.00
Vanguard Information Technology ETF (VGT) 0.2 $517k 2.5k 207.71
American Tower Reit (AMT) 0.2 $505k 2.7k 189.71
Paypal Holdings (PYPL) 0.2 $504k 4.6k 108.97
SYSCO Corporation (SYY) 0.2 $484k 6.6k 72.84
Fiduciary/Claymore MLP Opportunity Fund 0.2 $474k 45k 10.45
Coca Cola European Partners (CCEP) 0.2 $493k 9.1k 54.07
Comcast Corporation (CMCSA) 0.2 $452k 11k 42.72
Cme (CME) 0.2 $455k 2.6k 178.01
Exelon Corporation (EXC) 0.2 $468k 9.5k 49.07
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $460k 5.5k 83.93
Lam Research Corporation (LRCX) 0.2 $467k 2.3k 199.83
iShares Dow Jones Select Dividend (DVY) 0.2 $470k 4.7k 99.45
Ishares Inc em mkt min vol (EEMV) 0.2 $460k 7.9k 58.26
Dowdupont 0.2 $473k 15k 32.14
Invesco Actively Managd Etf optimum yield (PDBC) 0.2 $468k 29k 16.41
Consolidated Edison (ED) 0.2 $446k 5.2k 85.16
Diageo (DEO) 0.2 $435k 2.6k 167.63
Marathon Oil Corporation (MRO) 0.2 $443k 29k 15.51
Vanguard S&p 500 Etf idx (VOO) 0.2 $433k 1.6k 264.83
Automatic Data Processing (ADP) 0.2 $411k 2.6k 158.32
Align Technology (ALGN) 0.2 $411k 1.3k 325.16
BHP Billiton (BHP) 0.2 $416k 8.0k 51.92
MetLife (MET) 0.2 $420k 8.9k 47.25
Cognizant Technology Solutions (CTSH) 0.2 $400k 6.8k 58.56
Bank of New York Mellon Corporation (BK) 0.2 $388k 8.1k 48.08
Ishares Tr cmn (GOVT) 0.2 $388k 15k 25.15
Alphabet Inc Class C cs (GOOG) 0.2 $394k 336.00 1172.62
Cummins (CMI) 0.2 $385k 2.3k 165.45
Analog Devices (ADI) 0.2 $371k 3.3k 113.66
Sanofi-Aventis SA (SNY) 0.2 $374k 9.1k 41.15
Unilever 0.2 $376k 6.3k 59.44
Humana (HUM) 0.2 $366k 1.5k 245.14
Celgene Corporation 0.2 $372k 3.9k 95.38
Vanguard Growth ETF (VUG) 0.2 $380k 2.4k 160.27
Mannkind (MNKD) 0.2 $365k 252k 1.45
BP (BP) 0.2 $346k 8.2k 42.19
Yum! Brands (YUM) 0.2 $361k 3.6k 101.60
Altria (MO) 0.2 $363k 6.9k 52.92
Philip Morris International (PM) 0.2 $348k 4.1k 84.32
Canadian Natural Resources (CNQ) 0.2 $344k 12k 27.72
East West Ban (EWBC) 0.2 $355k 6.9k 51.20
Cimarex Energy 0.2 $343k 5.2k 66.09
Vanguard Value ETF (VTV) 0.2 $351k 3.2k 109.11
Eaton Vance Tax-advntg Glbl Di (ETG) 0.2 $358k 23k 15.83
O'reilly Automotive (ORLY) 0.2 $347k 940.00 369.15
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $344k 4.3k 79.61
Fidelity msci matls index (FMAT) 0.2 $346k 11k 31.21
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $352k 6.7k 52.33
Fidelity core divid etf (FDVV) 0.2 $359k 12k 30.05
iShares MSCI Emerging Markets Indx (EEM) 0.1 $324k 7.6k 42.46
CSX Corporation (CSX) 0.1 $320k 4.1k 78.18
Ecolab (ECL) 0.1 $320k 1.8k 179.78
Health Care SPDR (XLV) 0.1 $339k 3.8k 88.74
Bristol Myers Squibb (BMY) 0.1 $338k 7.1k 47.28
Carnival Corporation (CCL) 0.1 $321k 6.0k 53.63
Qualcomm (QCOM) 0.1 $326k 3.8k 85.27
Total (TTE) 0.1 $334k 6.4k 52.53
Flowserve Corporation (FLS) 0.1 $334k 6.7k 49.59
Technology SPDR (XLK) 0.1 $327k 4.3k 76.46
Fidelity msci finls idx (FNCL) 0.1 $334k 8.4k 39.96
Progressive Corporation (PGR) 0.1 $312k 4.3k 72.74
FedEx Corporation (FDX) 0.1 $313k 1.7k 180.82
Sony Corporation (SONY) 0.1 $317k 6.5k 48.92
3M Company (MMM) 0.1 $298k 1.7k 179.30
Intuitive Surgical (ISRG) 0.1 $302k 615.00 491.06
Rio Tinto (RIO) 0.1 $311k 5.3k 58.35
Ford Motor Company (F) 0.1 $305k 29k 10.37
Sap (SAP) 0.1 $306k 2.5k 123.29
Alaska Air (ALK) 0.1 $312k 5.1k 61.18
Abb (ABBNY) 0.1 $304k 16k 19.05
Ihs Markit 0.1 $299k 5.3k 56.13
Taiwan Semiconductor Mfg (TSM) 0.1 $288k 6.6k 43.77
Caterpillar (CAT) 0.1 $286k 2.1k 133.77
Novartis (NVS) 0.1 $287k 3.5k 80.98
General Mills (GIS) 0.1 $295k 5.8k 51.16
TJX Companies (TJX) 0.1 $284k 5.3k 53.46
Discovery Communications 0.1 $288k 10k 28.73
Dover Corporation (DOV) 0.1 $284k 2.9k 97.36
Ametek (AME) 0.1 $280k 3.3k 85.44
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $296k 2.5k 118.88
Sumitomo Mitsui Financial Grp (SMFG) 0.1 $295k 41k 7.18
Allegion Plc equity (ALLE) 0.1 $278k 2.8k 99.18
National Grid (NGG) 0.1 $286k 5.3k 54.37
Booking Holdings (BKNG) 0.1 $280k 157.00 1783.44
Dow (DOW) 0.1 $283k 5.3k 53.00
Koninklijke Philips Electronics NV (PHG) 0.1 $273k 6.6k 41.24
New Oriental Education & Tech 0.1 $260k 2.9k 88.56
Estee Lauder Companies (EL) 0.1 $259k 1.5k 167.42
Lululemon Athletica (LULU) 0.1 $267k 1.5k 173.83
VMware 0.1 $272k 1.4k 195.12
Magellan Midstream Partners 0.1 $269k 4.4k 60.68
Vanguard Total Bond Market ETF (BND) 0.1 $267k 3.3k 80.86
Gabelli Dividend & Income Trust (GDV) 0.1 $267k 12k 21.62
Abbvie (ABBV) 0.1 $269k 3.4k 78.08
Intercontinental Exchange (ICE) 0.1 $259k 3.2k 80.01
Expeditors International of Washington (EXPD) 0.1 $252k 3.3k 75.74
Mitsubishi UFJ Financial (MUFG) 0.1 $251k 52k 4.86
Constellation Brands (STZ) 0.1 $248k 1.2k 207.71
Vanguard High Dividend Yield ETF (VYM) 0.1 $234k 2.7k 86.28
Vanguard Telecommunication Services ETF (VOX) 0.1 $235k 2.7k 87.43
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $234k 10k 23.44
Ishares Tr cmn (STIP) 0.1 $232k 2.3k 99.66
Gw Pharmaceuticals Plc ads 0.1 $253k 1.4k 182.94
Orange Sa (ORAN) 0.1 $250k 16k 15.52
Spdr S&p 500 Etf (SPY) 0.1 $212k 736.00 288.04
Electronic Arts (EA) 0.1 $219k 2.4k 92.88
Raytheon Company 0.1 $218k 1.2k 178.40
Rogers Communications -cl B (RCI) 0.1 $231k 4.5k 51.57
Columbia Banking System (COLB) 0.1 $227k 6.1k 37.42
Vanguard Industrials ETF (VIS) 0.1 $222k 1.6k 143.04
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.1 $226k 23k 9.67
Marathon Petroleum Corp (MPC) 0.1 $221k 3.7k 59.49
Invesco S&p 500 Low Volatility Etf (SPLV) 0.1 $217k 4.1k 52.86
Thomson Reuters Corp 0.1 $220k 3.6k 61.11
Nike (NKE) 0.1 $206k 2.5k 82.37
Danaher Corporation (DHR) 0.1 $204k 1.6k 130.77
Vanguard Europe Pacific ETF (VEA) 0.1 $202k 4.9k 41.07
Vanguard Mid-Cap ETF (VO) 0.1 $209k 1.3k 163.66
Asml Holding (ASML) 0.1 $208k 1.0k 200.58
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $204k 4.2k 48.82
Banco Bradesco SA (BBD) 0.1 $180k 21k 8.75
CenturyLink 0.1 $151k 13k 11.37
Mizuho Financial (MFG) 0.1 $158k 51k 3.11
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $160k 19k 8.66
Dreyfus Strategic Muni. 0.1 $164k 20k 8.11
Ambev Sa- (ABEV) 0.1 $157k 35k 4.48
Credit Suisse Group 0.1 $131k 11k 12.42
Cbre Clarion Global Real Estat re (IGR) 0.0 $88k 12k 7.30
Sunopta (STKL) 0.0 $52k 15k 3.54
Infinity Pharmaceuticals (INFIQ) 0.0 $43k 25k 1.72
Chesapeake Energy Corporation 0.0 $29k 10k 2.81