180 Wealth Advisors as of June 30, 2019
Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 247 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.1 | $14M | 98k | 138.06 | |
Amazon (AMZN) | 3.2 | $7.1M | 3.8k | 1855.19 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.5 | $5.5M | 47k | 116.96 | |
Boeing Company (BA) | 2.2 | $4.9M | 15k | 334.28 | |
Vanguard Short-Term Bond ETF (BSV) | 2.2 | $4.8M | 60k | 80.53 | |
Ishares Tr core div grwth (DGRO) | 2.1 | $4.6M | 121k | 38.30 | |
Apple (AAPL) | 2.1 | $4.6M | 22k | 208.44 | |
Starbucks Corporation (SBUX) | 1.7 | $3.7M | 39k | 95.37 | |
Chevron Corporation (CVX) | 1.6 | $3.6M | 30k | 120.75 | |
Ishares High Dividend Equity F (HDV) | 1.6 | $3.6M | 39k | 93.22 | |
iShares Russell 3000 Value Index (IUSV) | 1.6 | $3.6M | 63k | 56.80 | |
Costco Wholesale Corporation (COST) | 1.6 | $3.4M | 13k | 274.58 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.4 | $3.1M | 52k | 60.12 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.3 | $2.9M | 98k | 29.89 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.3 | $2.9M | 44k | 66.47 | |
Johnson & Johnson (JNJ) | 1.2 | $2.7M | 21k | 130.29 | |
iShares S&P Global 100 Index (IOO) | 1.0 | $2.3M | 47k | 48.66 | |
Ishares Tr usa min vo (USMV) | 1.0 | $2.3M | 37k | 62.68 | |
Pfizer (PFE) | 1.0 | $2.2M | 59k | 38.25 | |
Ishares Tr eafe min volat (EFAV) | 1.0 | $2.2M | 31k | 71.68 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $2.1M | 1.7k | 1211.86 | |
Procter & Gamble Company (PG) | 0.9 | $2.1M | 18k | 116.72 | |
Vanguard Emerging Markets ETF (VWO) | 0.9 | $2.0M | 50k | 41.00 | |
At&t (T) | 0.9 | $2.0M | 58k | 34.12 | |
iShares MSCI EAFE Value Index (EFV) | 0.9 | $2.0M | 42k | 46.34 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.8M | 16k | 112.92 | |
Wal-Mart Stores (WMT) | 0.8 | $1.8M | 16k | 109.39 | |
iShares S&P 1500 Index Fund (ITOT) | 0.8 | $1.8M | 26k | 67.02 | |
iShares S&P MidCap 400 Index (IJH) | 0.8 | $1.7M | 8.9k | 193.25 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.7M | 23k | 72.45 | |
SPDR S&P International Dividend (DWX) | 0.7 | $1.6M | 43k | 38.36 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.5M | 20k | 77.99 | |
Verizon Communications (VZ) | 0.7 | $1.5M | 27k | 55.24 | |
Cisco Systems (CSCO) | 0.7 | $1.5M | 27k | 55.40 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.5M | 4.0k | 363.14 | |
Visa (V) | 0.7 | $1.5M | 8.1k | 179.14 | |
Facebook Inc cl a (META) | 0.6 | $1.4M | 7.2k | 192.78 | |
Bank of America Corporation (BAC) | 0.6 | $1.3M | 46k | 29.48 | |
United Technologies Corporation | 0.6 | $1.4M | 10k | 131.81 | |
Union Pacific Corporation (UNP) | 0.6 | $1.3M | 7.6k | 174.99 | |
Merck & Co (MRK) | 0.6 | $1.3M | 16k | 83.67 | |
Ishares Tr Global Reit Etf (REET) | 0.6 | $1.3M | 50k | 26.77 | |
Home Depot (HD) | 0.6 | $1.3M | 6.2k | 212.88 | |
Chubb (CB) | 0.6 | $1.3M | 8.5k | 151.18 | |
Ishares Msci Global Gold Min etp (RING) | 0.6 | $1.3M | 59k | 22.01 | |
Walt Disney Company (DIS) | 0.6 | $1.2M | 8.6k | 141.83 | |
iShares Lehman MBS Bond Fund (MBB) | 0.6 | $1.2M | 11k | 107.85 | |
Thermo Fisher Scientific (TMO) | 0.5 | $1.2M | 4.4k | 277.80 | |
Tor Dom Bk Cad (TD) | 0.5 | $1.2M | 20k | 57.49 | |
Royal Dutch Shell | 0.5 | $1.2M | 19k | 59.55 | |
General Electric Company | 0.5 | $1.1M | 110k | 10.08 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $1.1M | 3.7k | 298.31 | |
UnitedHealth (UNH) | 0.5 | $1.1M | 4.4k | 249.32 | |
Broadcom (AVGO) | 0.5 | $1.1M | 3.9k | 285.38 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $1.1M | 13k | 84.63 | |
D.R. Horton (DHI) | 0.5 | $1.1M | 22k | 47.06 | |
Tortoise Energy Infrastructure | 0.5 | $1.1M | 48k | 22.06 | |
Vanguard Total World Stock Idx (VT) | 0.5 | $1.0M | 14k | 74.55 | |
Valero Energy Corporation (VLO) | 0.5 | $1.0M | 12k | 84.38 | |
Citigroup (C) | 0.5 | $999k | 15k | 68.38 | |
Medtronic (MDT) | 0.4 | $987k | 9.6k | 102.35 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $935k | 6.2k | 150.83 | |
Comcast Corporation (CMCSA) | 0.4 | $903k | 21k | 42.86 | |
International Business Machines (IBM) | 0.4 | $914k | 6.1k | 150.35 | |
General Motors Company (GM) | 0.4 | $916k | 23k | 40.16 | |
Honeywell International (HON) | 0.4 | $878k | 5.2k | 169.53 | |
Ishares Tr fltg rate nt (FLOT) | 0.4 | $879k | 17k | 50.85 | |
Texas Instruments Incorporated (TXN) | 0.4 | $856k | 6.9k | 123.40 | |
Berkshire Hathaway (BRK.B) | 0.4 | $834k | 4.1k | 201.79 | |
Darden Restaurants (DRI) | 0.4 | $842k | 7.0k | 120.84 | |
American Electric Power Company (AEP) | 0.4 | $837k | 9.4k | 88.86 | |
Netflix (NFLX) | 0.4 | $836k | 2.6k | 319.33 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $847k | 17k | 49.18 | |
Intel Corporation (INTC) | 0.4 | $818k | 17k | 49.48 | |
Gentex Corporation (GNTX) | 0.4 | $828k | 31k | 26.90 | |
CVS Caremark Corporation (CVS) | 0.4 | $794k | 14k | 55.37 | |
Nextera Energy (NEE) | 0.4 | $797k | 3.8k | 210.23 | |
Prologis (PLD) | 0.4 | $804k | 10k | 80.76 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.4 | $790k | 20k | 39.20 | |
Coca-Cola Company (KO) | 0.3 | $781k | 15k | 52.00 | |
United Rentals (URI) | 0.3 | $773k | 6.4k | 120.91 | |
Raytheon Company | 0.3 | $773k | 4.3k | 179.68 | |
Pepsi (PEP) | 0.3 | $782k | 6.2k | 127.13 | |
Zoetis Inc Cl A (ZTS) | 0.3 | $768k | 6.6k | 115.73 | |
Charles Schwab Corporation (SCHW) | 0.3 | $755k | 18k | 41.28 | |
General Dynamics Corporation (GD) | 0.3 | $746k | 4.1k | 183.47 | |
salesforce (CRM) | 0.3 | $758k | 5.0k | 150.73 | |
Emerson Electric (EMR) | 0.3 | $733k | 12k | 62.72 | |
CarMax (KMX) | 0.3 | $722k | 8.4k | 86.33 | |
Dollar General (DG) | 0.3 | $718k | 5.4k | 132.11 | |
Noble Energy | 0.3 | $680k | 33k | 20.48 | |
Public Storage (PSA) | 0.3 | $684k | 2.8k | 246.49 | |
Target Corporation (TGT) | 0.3 | $679k | 8.2k | 82.59 | |
McDonald's Corporation (MCD) | 0.3 | $671k | 3.2k | 211.21 | |
Rbc Cad (RY) | 0.3 | $677k | 8.7k | 77.78 | |
Tekla Life Sciences sh ben int (HQL) | 0.3 | $664k | 41k | 16.36 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $646k | 4.8k | 135.34 | |
Snap-on Incorporated (SNA) | 0.3 | $640k | 4.3k | 149.81 | |
Applied Materials (AMAT) | 0.3 | $643k | 13k | 48.45 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $635k | 7.8k | 81.02 | |
Alibaba Group Holding (BABA) | 0.3 | $647k | 3.9k | 165.69 | |
Crown Castle Intl (CCI) | 0.3 | $649k | 4.8k | 133.87 | |
Edwards Lifesciences (EW) | 0.3 | $623k | 2.9k | 214.90 | |
V.F. Corporation (VFC) | 0.3 | $633k | 7.6k | 83.38 | |
Tiffany & Co. | 0.3 | $630k | 6.9k | 91.17 | |
Amgen (AMGN) | 0.3 | $612k | 3.3k | 185.96 | |
iShares S&P 500 Index (IVV) | 0.3 | $613k | 2.1k | 296.71 | |
Lowe's Companies (LOW) | 0.3 | $629k | 6.3k | 99.57 | |
Fidelity divid etf risi (FDRR) | 0.3 | $633k | 20k | 31.97 | |
Travelers Companies (TRV) | 0.3 | $611k | 4.2k | 145.72 | |
Oracle Corporation (ORCL) | 0.3 | $589k | 11k | 55.91 | |
Paypal Holdings (PYPL) | 0.3 | $606k | 5.5k | 110.85 | |
Baxter International (BAX) | 0.3 | $582k | 6.8k | 85.10 | |
FirstEnergy (FE) | 0.3 | $575k | 13k | 44.37 | |
Robert Half International (RHI) | 0.3 | $585k | 9.9k | 59.10 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $577k | 5.0k | 115.42 | |
Packaging Corporation of America (PKG) | 0.2 | $563k | 5.6k | 100.11 | |
AstraZeneca (AZN) | 0.2 | $551k | 13k | 43.97 | |
Simon Property (SPG) | 0.2 | $546k | 3.5k | 157.39 | |
Vanguard Information Technology ETF (VGT) | 0.2 | $555k | 2.6k | 217.31 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $526k | 6.1k | 86.87 | |
Canadian Natl Ry (CNI) | 0.2 | $501k | 5.4k | 93.49 | |
Diageo (DEO) | 0.2 | $521k | 3.1k | 168.77 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $509k | 1.9k | 271.03 | |
Coca Cola European Partners (CCEP) | 0.2 | $500k | 9.0k | 55.52 | |
Invesco Actively Managd Etf optimum yield (PDBC) | 0.2 | $520k | 33k | 15.77 | |
NRG Energy (NRG) | 0.2 | $458k | 13k | 34.36 | |
Total (TTE) | 0.2 | $473k | 9.3k | 50.95 | |
Lam Research Corporation (LRCX) | 0.2 | $476k | 2.3k | 205.88 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $468k | 4.7k | 99.30 | |
Fiduciary/Claymore MLP Opportunity Fund | 0.2 | $459k | 47k | 9.69 | |
Consolidated Edison (ED) | 0.2 | $450k | 5.2k | 85.93 | |
Lennar Corporation (LEN) | 0.2 | $451k | 9.3k | 48.49 | |
Digital Realty Trust (DLR) | 0.2 | $449k | 3.9k | 115.42 | |
MasterCard Incorporated (MA) | 0.2 | $421k | 1.5k | 274.45 | |
NVIDIA Corporation (NVDA) | 0.2 | $418k | 2.5k | 164.89 | |
Automatic Data Processing (ADP) | 0.2 | $414k | 2.5k | 164.35 | |
BB&T Corporation | 0.2 | $412k | 8.3k | 49.64 | |
BHP Billiton (BHP) | 0.2 | $419k | 7.9k | 52.88 | |
MetLife (MET) | 0.2 | $429k | 8.9k | 48.38 | |
American Tower Reit (AMT) | 0.2 | $428k | 2.0k | 211.25 | |
Yum! Brands (YUM) | 0.2 | $406k | 3.5k | 116.87 | |
Exelon Corporation (EXC) | 0.2 | $407k | 9.2k | 44.35 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $407k | 7.1k | 56.93 | |
Ishares Tr cmn (GOVT) | 0.2 | $399k | 15k | 25.91 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $391k | 323.00 | 1210.53 | |
Cummins (CMI) | 0.2 | $367k | 2.3k | 159.77 | |
Analog Devices (ADI) | 0.2 | $373k | 3.3k | 114.56 | |
Novartis (NVS) | 0.2 | $368k | 4.0k | 92.30 | |
Unilever | 0.2 | $368k | 6.3k | 58.15 | |
Eaton Vance Tax-advntg Glbl Di (ETG) | 0.2 | $372k | 23k | 16.17 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $383k | 4.4k | 87.14 | |
Ishares Tr cmn (STIP) | 0.2 | $380k | 3.8k | 100.05 | |
BP (BP) | 0.2 | $349k | 8.9k | 39.01 | |
Health Care SPDR (XLV) | 0.2 | $365k | 4.0k | 91.36 | |
Sony Corporation (SONY) | 0.2 | $364k | 6.5k | 55.84 | |
Celgene Corporation | 0.2 | $353k | 3.8k | 93.09 | |
Vanguard Value ETF (VTV) | 0.2 | $351k | 3.2k | 110.73 | |
O'reilly Automotive (ORLY) | 0.2 | $351k | 936.00 | 375.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $361k | 4.5k | 80.72 | |
Intercontinental Exchange (ICE) | 0.2 | $345k | 3.9k | 89.31 | |
Fidelity core divid etf (FDVV) | 0.2 | $364k | 12k | 29.89 | |
Mannkind (MNKD) | 0.2 | $363k | 310k | 1.17 | |
Dupont De Nemours (DD) | 0.2 | $348k | 4.9k | 71.66 | |
Progressive Corporation (PGR) | 0.1 | $332k | 4.1k | 80.23 | |
Ecolab (ECL) | 0.1 | $337k | 1.7k | 200.95 | |
Philip Morris International (PM) | 0.1 | $340k | 4.1k | 82.38 | |
Constellation Brands (STZ) | 0.1 | $330k | 1.7k | 193.78 | |
Humana (HUM) | 0.1 | $330k | 1.1k | 297.83 | |
Ihs Markit | 0.1 | $342k | 5.3k | 64.12 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $313k | 7.6k | 40.96 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $315k | 6.6k | 47.62 | |
Altria (MO) | 0.1 | $302k | 6.3k | 47.92 | |
General Mills (GIS) | 0.1 | $311k | 5.8k | 53.94 | |
Intuitive Surgical (ISRG) | 0.1 | $321k | 612.00 | 524.51 | |
Sap (SAP) | 0.1 | $302k | 2.5k | 122.91 | |
New Oriental Education & Tech | 0.1 | $304k | 2.9k | 103.68 | |
Alaska Air (ALK) | 0.1 | $322k | 5.1k | 63.14 | |
Intuit (INTU) | 0.1 | $321k | 1.2k | 278.16 | |
Flowserve Corporation (FLS) | 0.1 | $301k | 6.6k | 45.45 | |
Ametek (AME) | 0.1 | $301k | 3.4k | 88.24 | |
Magellan Midstream Partners | 0.1 | $303k | 4.5k | 66.77 | |
Technology SPDR (XLK) | 0.1 | $311k | 3.9k | 80.44 | |
Fidelity msci matls index (FMAT) | 0.1 | $317k | 9.8k | 32.39 | |
Fidelity msci finls idx (FNCL) | 0.1 | $302k | 7.5k | 40.25 | |
3M Company (MMM) | 0.1 | $286k | 1.6k | 173.65 | |
Lululemon Athletica (LULU) | 0.1 | $284k | 1.5k | 185.62 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $287k | 3.4k | 83.50 | |
Allegion Plc equity (ALLE) | 0.1 | $285k | 2.8k | 102.52 | |
Booking Holdings (BKNG) | 0.1 | $293k | 156.00 | 1878.21 | |
Caterpillar (CAT) | 0.1 | $271k | 2.1k | 126.75 | |
CSX Corporation (CSX) | 0.1 | $274k | 4.0k | 67.86 | |
Bristol Myers Squibb (BMY) | 0.1 | $257k | 5.7k | 45.18 | |
Sherwin-Williams Company (SHW) | 0.1 | $262k | 510.00 | 513.73 | |
Rio Tinto (RIO) | 0.1 | $266k | 4.9k | 54.62 | |
Sanofi-Aventis SA (SNY) | 0.1 | $263k | 6.3k | 41.92 | |
Qualcomm (QCOM) | 0.1 | $257k | 3.6k | 71.33 | |
TJX Companies (TJX) | 0.1 | $275k | 5.2k | 52.53 | |
Dover Corporation (DOV) | 0.1 | $271k | 2.9k | 94.49 | |
Estee Lauder Companies (EL) | 0.1 | $274k | 1.5k | 182.67 | |
Vanguard Growth ETF (VUG) | 0.1 | $265k | 1.6k | 165.94 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $269k | 12k | 21.78 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $270k | 5.3k | 51.24 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $274k | 5.1k | 53.40 | |
National Grid (NGG) | 0.1 | $277k | 5.3k | 52.05 | |
Expeditors International of Washington (EXPD) | 0.1 | $244k | 3.3k | 73.34 | |
Ford Motor Company (F) | 0.1 | $245k | 26k | 9.29 | |
Rogers Communications -cl B (RCI) | 0.1 | $236k | 4.5k | 52.18 | |
Align Technology (ALGN) | 0.1 | $251k | 1.2k | 202.75 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $237k | 2.0k | 121.54 | |
Cimarex Energy | 0.1 | $253k | 5.4k | 47.26 | |
VMware | 0.1 | $243k | 1.4k | 177.63 | |
Vanguard Telecommunication Services ETF (VOX) | 0.1 | $235k | 2.6k | 89.22 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.1 | $243k | 10k | 24.34 | |
Duke Energy (DUK) | 0.1 | $234k | 2.7k | 87.51 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $246k | 5.0k | 49.41 | |
Paycom Software (PAYC) | 0.1 | $238k | 1.0k | 238.00 | |
Thomson Reuters Corp | 0.1 | $241k | 3.5k | 68.33 | |
Dow (DOW) | 0.1 | $252k | 5.4k | 46.86 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $215k | 731.00 | 294.12 | |
Electronic Arts (EA) | 0.1 | $222k | 2.4k | 94.39 | |
Prudential Public Limited Company (PUK) | 0.1 | $231k | 5.6k | 40.94 | |
Columbia Banking System (COLB) | 0.1 | $220k | 6.1k | 36.21 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $227k | 1.8k | 124.79 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $215k | 1.3k | 167.06 | |
Takeda Pharmaceutical (TAK) | 0.1 | $222k | 12k | 17.85 | |
Vanguard Industrials ETF (VIS) | 0.1 | $224k | 1.6k | 144.33 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.1 | $213k | 23k | 9.42 | |
Asml Holding (ASML) | 0.1 | $229k | 1.0k | 221.68 | |
Nike (NKE) | 0.1 | $208k | 2.5k | 83.17 | |
Danaher Corporation (DHR) | 0.1 | $211k | 1.5k | 140.20 | |
Accenture (ACN) | 0.1 | $202k | 1.0k | 194.04 | |
Abb (ABBNY) | 0.1 | $210k | 11k | 18.51 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $200k | 4.9k | 40.66 | |
Marathon Petroleum Corp (MPC) | 0.1 | $207k | 3.7k | 55.35 | |
Orange Sa (ORAN) | 0.1 | $190k | 13k | 14.69 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $168k | 19k | 9.04 | |
Bny Mellon Strategic Muns (LEO) | 0.1 | $176k | 20k | 8.63 | |
CenturyLink | 0.1 | $146k | 12k | 12.05 | |
Mizuho Financial (MFG) | 0.1 | $147k | 51k | 2.90 | |
Ambev Sa- (ABEV) | 0.1 | $166k | 31k | 5.29 | |
Banco Bradesco SA (BBD) | 0.1 | $126k | 14k | 8.89 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $126k | 18k | 6.92 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $89k | 12k | 7.59 | |
Sunopta (STKL) | 0.0 | $41k | 15k | 2.79 | |
Infinity Pharmaceuticals (INFIQ) | 0.0 | $35k | 25k | 1.40 | |
Chesapeake Energy Corporation | 0.0 | $19k | 12k | 1.61 |