180 Wealth Advisors

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