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 |