180 Wealth Advisors

180 Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 253 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.1 $14M 99k 139.68
Amazon (AMZN) 2.9 $6.6M 3.8k 1732.04
Vanguard Dividend Appreciation ETF (VIG) 2.7 $6.1M 51k 118.99
Apple (AAPL) 2.5 $5.7M 24k 236.20
Boeing Company (BA) 2.3 $5.1M 14k 374.91
Ishares Tr core div grwth (DGRO) 2.2 $5.0M 128k 38.93
Vanguard Short-Term Bond ETF (BSV) 2.2 $4.9M 61k 80.77
iShares Russell 3000 Value Index (IUSV) 1.8 $4.1M 71k 57.65
Costco Wholesale Corporation (COST) 1.6 $3.5M 12k 297.62
Ishares High Dividend Equity F (HDV) 1.5 $3.5M 37k 93.13
Starbucks Corporation (SBUX) 1.5 $3.4M 40k 86.35
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.5 $3.4M 55k 61.55
Chevron Corporation (CVX) 1.4 $3.3M 28k 116.16
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.4 $3.1M 101k 31.01
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.3 $3.0M 45k 66.75
iShares S&P Global 100 Index (IOO) 1.3 $2.9M 58k 49.54
Ishares Tr usa min vo (USMV) 1.1 $2.5M 40k 63.78
Vanguard Emerging Markets ETF (VWO) 1.0 $2.3M 56k 41.08
Johnson & Johnson (JNJ) 1.0 $2.2M 17k 131.36
At&t (T) 0.9 $2.2M 57k 37.59
Alphabet Inc Class A cs (GOOGL) 0.9 $2.1M 1.8k 1215.86
iShares MSCI EAFE Value Index (EFV) 0.9 $2.0M 43k 47.66
Ishares Tr eafe min volat (EFAV) 0.9 $2.0M 28k 73.61
Wal-Mart Stores (WMT) 0.9 $2.0M 17k 120.23
Pfizer (PFE) 0.9 $2.0M 54k 36.11
JPMorgan Chase & Co. (JPM) 0.7 $1.6M 14k 116.12
Verizon Communications (VZ) 0.7 $1.6M 26k 59.91
Procter & Gamble Company (PG) 0.7 $1.6M 13k 121.09
Visa (V) 0.7 $1.6M 9.0k 177.01
Lockheed Martin Corporation (LMT) 0.7 $1.5M 4.0k 381.46
Ishares Tr Global Reit Etf (REET) 0.7 $1.5M 54k 28.26
iShares S&P MidCap 400 Index (IJH) 0.7 $1.5M 7.8k 191.33
iShares S&P 1500 Index Fund (ITOT) 0.7 $1.5M 22k 66.97
Home Depot (HD) 0.6 $1.4M 6.1k 234.66
Facebook Inc cl a (META) 0.6 $1.4M 7.8k 184.18
Cisco Systems (CSCO) 0.6 $1.4M 30k 46.56
Medtronic (MDT) 0.6 $1.4M 13k 107.56
United Technologies Corporation 0.6 $1.4M 10k 136.17
Honeywell International (HON) 0.6 $1.3M 8.2k 163.53
Thermo Fisher Scientific (TMO) 0.6 $1.3M 4.7k 283.60
Merck & Co (MRK) 0.6 $1.3M 16k 84.34
iShares S&P SmallCap 600 Index (IJR) 0.6 $1.3M 17k 76.83
Ishares Msci Global Gold Min etp (RING) 0.6 $1.3M 61k 21.69
Exxon Mobil Corporation (XOM) 0.6 $1.3M 19k 69.00
Tortoise Energy Infrastructure 0.6 $1.3M 67k 19.32
Vanguard High Dividend Yield ETF (VYM) 0.6 $1.3M 14k 87.91
SPDR S&P International Dividend (DWX) 0.6 $1.2M 32k 39.31
Walt Disney Company (DIS) 0.5 $1.2M 9.3k 129.99
Union Pacific Corporation (UNP) 0.5 $1.2M 7.3k 161.35
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.5 $1.1M 13k 84.77
Chubb (CB) 0.5 $1.1M 7.3k 155.17
Broadcom (AVGO) 0.5 $1.1M 3.9k 280.94
Comcast Corporation (CMCSA) 0.5 $1.1M 24k 45.53
UnitedHealth (UNH) 0.5 $1.1M 4.9k 222.18
D.R. Horton (DHI) 0.5 $1.1M 21k 51.99
Ishares Tr fltg rate nt (FLOT) 0.5 $1.1M 21k 50.92
iShares Lehman MBS Bond Fund (MBB) 0.5 $1.1M 9.9k 108.02
Vanguard Total Stock Market ETF (VTI) 0.5 $1.0M 6.9k 150.66
CVS Caremark Corporation (CVS) 0.5 $1.0M 16k 62.96
Nextera Energy (NEE) 0.5 $1.0M 4.5k 229.60
Vanguard Total World Stock Idx (VT) 0.5 $1.0M 14k 75.03
Dollar General (DG) 0.4 $987k 6.1k 162.18
General Electric Company 0.4 $971k 110k 8.80
Prologis (PLD) 0.4 $964k 11k 85.80
International Business Machines (IBM) 0.4 $961k 6.7k 142.79
Royal Dutch Shell 0.4 $943k 16k 58.28
Gentex Corporation (GNTX) 0.4 $944k 36k 26.44
Intel Corporation (INTC) 0.4 $881k 17k 52.09
Berkshire Hathaway (BRK.B) 0.4 $860k 4.1k 208.08
Adobe Systems Incorporated (ADBE) 0.4 $867k 3.1k 278.33
Pepsi (PEP) 0.4 $849k 6.2k 137.62
Citigroup (C) 0.4 $835k 12k 70.10
United Rentals (URI) 0.4 $806k 6.8k 118.46
General Motors Company (GM) 0.4 $803k 23k 35.58
General Dynamics Corporation (GD) 0.3 $791k 4.4k 179.65
salesforce (CRM) 0.3 $796k 5.3k 149.40
Charles Schwab Corporation (SCHW) 0.3 $773k 21k 37.26
Tekla Life Sciences sh ben int (HQL) 0.3 $766k 52k 14.87
Netflix (NFLX) 0.3 $748k 2.6k 283.12
McDonald's Corporation (MCD) 0.3 $722k 3.5k 208.97
Applied Materials (AMAT) 0.3 $725k 14k 51.73
Tor Dom Bk Cad (TD) 0.3 $723k 13k 55.88
Johnson Controls International Plc equity (JCI) 0.3 $729k 17k 42.70
Coca-Cola Company (KO) 0.3 $701k 13k 53.29
CarMax (KMX) 0.3 $702k 7.8k 90.51
Texas Instruments Incorporated (TXN) 0.3 $702k 5.4k 130.17
American Electric Power Company (AEP) 0.3 $702k 7.6k 92.37
Ishares Inc core msci emkt (IEMG) 0.3 $704k 14k 50.03
Bank of America Corporation (BAC) 0.3 $672k 23k 28.90
Target Corporation (TGT) 0.3 $687k 6.1k 111.91
Kimberly-Clark Corporation (KMB) 0.3 $657k 4.8k 137.65
Invesco Actively Managd Etf optimum yield (PDBC) 0.3 $646k 41k 15.89
Raytheon Company 0.3 $628k 3.2k 198.61
CenterPoint Energy (CNP) 0.3 $642k 23k 28.29
Zoetis Inc Cl A (ZTS) 0.3 $629k 4.9k 128.45
Alibaba Group Holding (BABA) 0.3 $631k 3.6k 173.07
Canadian Natl Ry (CNI) 0.3 $611k 7.0k 86.96
Darden Restaurants (DRI) 0.3 $608k 5.4k 112.95
iShares S&P 500 Index (IVV) 0.3 $620k 2.1k 297.79
Tapestry (TPR) 0.3 $609k 23k 25.98
E TRADE Financial Corporation 0.3 $587k 15k 39.46
Baxter International (BAX) 0.3 $587k 6.7k 88.01
Lennar Corporation (LEN) 0.3 $577k 9.9k 58.55
Edwards Lifesciences (EW) 0.3 $579k 2.6k 227.06
Emerson Electric (EMR) 0.3 $588k 8.8k 67.08
Oracle Corporation (ORCL) 0.3 $599k 11k 56.86
Rbc Cad (RY) 0.3 $580k 7.2k 80.53
Ishares Tr cmn (STIP) 0.3 $588k 5.9k 100.00
Fidelity divid etf risi (FDRR) 0.3 $584k 18k 32.15
Digital Realty Trust (DLR) 0.2 $557k 4.3k 129.23
Lam Research Corporation (LRCX) 0.2 $566k 2.4k 237.12
Cimarex Energy 0.2 $566k 13k 45.29
iShares Barclays TIPS Bond Fund (TIP) 0.2 $566k 4.9k 115.65
Vanguard Information Technology ETF (VGT) 0.2 $558k 2.6k 218.48
Paypal Holdings (PYPL) 0.2 $563k 5.5k 101.53
Lowe's Companies (LOW) 0.2 $539k 4.9k 110.88
Vanguard S&p 500 Etf idx (VOO) 0.2 $550k 2.0k 272.01
MetLife (MET) 0.2 $524k 11k 45.83
Suntrust Banks Inc $1.00 Par Cmn 0.2 $496k 7.4k 66.98
Public Storage (PSA) 0.2 $492k 2.0k 246.12
V.F. Corporation (VFC) 0.2 $495k 5.4k 90.86
Yum! Brands (YUM) 0.2 $504k 4.4k 114.42
Novartis (NVS) 0.2 $487k 5.6k 86.53
Diageo (DEO) 0.2 $498k 3.1k 163.17
Key (KEY) 0.2 $496k 29k 17.39
Ishares Inc emrgmkt dividx (DVYE) 0.2 $499k 13k 37.73
Crown Castle Intl (CCI) 0.2 $506k 3.7k 136.79
NRG Energy (NRG) 0.2 $478k 12k 39.15
Consolidated Edison (ED) 0.2 $478k 5.2k 92.15
Analog Devices (ADI) 0.2 $474k 4.3k 111.29
Amgen (AMGN) 0.2 $479k 2.4k 200.59
BB&T Corporation 0.2 $471k 9.0k 52.05
Total (TTE) 0.2 $471k 9.2k 51.01
C.H. Robinson Worldwide (CHRW) 0.2 $478k 5.6k 85.17
iShares Dow Jones Select Dividend (DVY) 0.2 $476k 4.7k 100.85
Vanguard Mid-Cap Value ETF (VOE) 0.2 $485k 4.3k 111.52
Ishares Tr cmn (GOVT) 0.2 $471k 18k 26.22
MasterCard Incorporated (MA) 0.2 $444k 1.6k 275.95
Snap-on Incorporated (SNA) 0.2 $460k 2.9k 156.36
Tiffany & Co. 0.2 $451k 4.9k 91.89
TJX Companies (TJX) 0.2 $444k 7.6k 58.60
American Tower Reit (AMT) 0.2 $457k 2.0k 224.57
Coca Cola European Partners (CCEP) 0.2 $450k 8.0k 56.57
Booking Holdings (BKNG) 0.2 $449k 227.00 1977.97
Packaging Corporation of America (PKG) 0.2 $419k 3.8k 109.26
Exelon Corporation (EXC) 0.2 $430k 9.1k 47.46
Mannkind (MNKD) 0.2 $429k 335k 1.28
Dupont De Nemours (DD) 0.2 $425k 6.5k 65.16
United Parcel Service (UPS) 0.2 $398k 3.4k 115.90
NVIDIA Corporation (NVDA) 0.2 $413k 2.2k 185.87
Automatic Data Processing (ADP) 0.2 $401k 2.5k 162.55
Unilever 0.2 $408k 6.9k 59.18
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $412k 4.7k 87.64
Intuit (INTU) 0.2 $406k 1.5k 269.95
Magellan Midstream Partners 0.2 $414k 6.3k 65.83
O'reilly Automotive (ORLY) 0.2 $414k 1.0k 401.16
Intercontinental Exchange (ICE) 0.2 $413k 4.4k 94.01
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $378k 4.7k 80.86
Ishares Inc em mkt min vol (EEMV) 0.2 $383k 6.6k 57.75
Alphabet Inc Class C cs (GOOG) 0.2 $393k 323.00 1216.72
Ecolab (ECL) 0.2 $360k 1.8k 194.91
Health Care SPDR (XLV) 0.2 $359k 4.0k 89.86
Sony Corporation (SONY) 0.2 $369k 6.4k 58.07
Robert Half International (RHI) 0.2 $366k 6.7k 54.33
Celgene Corporation 0.2 $366k 3.6k 100.47
Eaton Vance Tax-advntg Glbl Di (ETG) 0.2 $352k 22k 16.37
Ihs Markit 0.2 $352k 5.1k 68.39
BP (BP) 0.1 $335k 9.0k 37.42
Philip Morris International (PM) 0.1 $328k 4.2k 77.91
Estee Lauder Companies (EL) 0.1 $334k 1.7k 194.07
Alaska Air (ALK) 0.1 $337k 5.1k 66.08
Vanguard Value ETF (VTV) 0.1 $344k 3.1k 110.61
Vanguard Mid-Cap ETF (VO) 0.1 $336k 2.0k 166.67
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $334k 6.4k 52.11
Asml Holding (ASML) 0.1 $347k 1.3k 259.93
Shopify Inc cl a (SHOP) 0.1 $329k 1.0k 329.00
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $334k 6.2k 53.69
Fidelity core divid etf (FDVV) 0.1 $332k 11k 30.02
iShares MSCI Emerging Markets Indx (EEM) 0.1 $320k 7.7k 41.77
Progressive Corporation (PGR) 0.1 $318k 4.2k 75.18
Northrop Grumman Corporation (NOC) 0.1 $319k 880.00 362.50
General Mills (GIS) 0.1 $313k 5.8k 54.28
Intuitive Surgical (ISRG) 0.1 $312k 603.00 517.41
Domino's Pizza (DPZ) 0.1 $315k 1.2k 257.77
Flowserve Corporation (FLS) 0.1 $319k 7.0k 45.42
Ametek (AME) 0.1 $321k 3.6k 88.50
Technology SPDR (XLK) 0.1 $315k 3.9k 81.46
Allegion Plc equity (ALLE) 0.1 $319k 3.1k 101.56
Taiwan Semiconductor Mfg (TSM) 0.1 $296k 6.0k 49.42
Caterpillar (CAT) 0.1 $283k 2.2k 128.58
Bristol Myers Squibb (BMY) 0.1 $296k 5.7k 51.59
Qualcomm (QCOM) 0.1 $287k 3.7k 76.66
Humana (HUM) 0.1 $303k 1.1k 266.26
Lululemon Athletica (LULU) 0.1 $303k 1.5k 201.73
VMware 0.1 $301k 1.9k 154.92
Simon Property (SPG) 0.1 $285k 1.9k 148.36
Vanguard Small-Cap Value ETF (VBR) 0.1 $290k 2.3k 127.36
Vanguard Total Bond Market ETF (BND) 0.1 $284k 3.4k 84.22
Vanguard Sht Term Govt Bond ETF (VGSH) 0.1 $293k 4.8k 60.88
National Grid (NGG) 0.1 $295k 5.3k 55.69
Koninklijke Philips Electronics NV (PHG) 0.1 $278k 6.5k 42.95
Sanofi-Aventis SA (SNY) 0.1 $270k 6.0k 45.02
Sap (SAP) 0.1 $267k 2.1k 126.00
Dover Corporation (DOV) 0.1 $276k 2.8k 97.35
Vanguard Growth ETF (VUG) 0.1 $262k 1.6k 167.63
Aon 0.1 $261k 1.4k 191.07
Expeditors International of Washington (EXPD) 0.1 $247k 3.3k 74.24
Altria (MO) 0.1 $253k 6.0k 42.52
Nike (NKE) 0.1 $240k 2.6k 93.71
Novo Nordisk A/S (NVO) 0.1 $238k 4.7k 51.16
New Oriental Education & Tech 0.1 $242k 2.1k 112.77
Concho Resources 0.1 $244k 3.7k 65.66
Prudential Public Limited Company (PUK) 0.1 $250k 6.6k 37.75
Gabelli Dividend & Income Trust (GDV) 0.1 $248k 12k 20.61
Fiduciary/Claymore MLP Opportunity Fund 0.1 $248k 30k 8.31
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $242k 10k 24.24
Duke Energy (DUK) 0.1 $257k 2.7k 96.11
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $242k 4.9k 49.10
Dow (DOW) 0.1 $257k 5.4k 47.19
Blackstone Group Inc Com Cl A (BX) 0.1 $256k 5.4k 47.07
Spdr S&p 500 Etf (SPY) 0.1 $217k 731.00 296.85
3M Company (MMM) 0.1 $224k 1.4k 158.42
Ford Motor Company (F) 0.1 $216k 25k 8.80
Accenture (ACN) 0.1 $220k 1.2k 184.56
Toyota Motor Corporation (TM) 0.1 $215k 1.6k 135.39
Rogers Communications -cl B (RCI) 0.1 $217k 4.5k 48.18
Ingersoll-rand Co Ltd-cl A 0.1 $223k 1.9k 115.66
Columbia Banking System (COLB) 0.1 $220k 6.1k 36.17
Vanguard Telecommunication Services ETF (VOX) 0.1 $230k 2.6k 87.32
Vanguard Industrials ETF (VIS) 0.1 $224k 1.6k 144.33
Marathon Petroleum Corp (MPC) 0.1 $221k 3.5k 63.32
Fidelity msci matls index (FMAT) 0.1 $236k 7.4k 31.83
Paycom Software (PAYC) 0.1 $220k 1.0k 220.00
Relx (RELX) 0.1 $222k 9.5k 23.34
SK Tele 0.1 $205k 9.2k 22.29
Sherwin-Williams Company (SHW) 0.1 $213k 387.00 550.39
Danaher Corporation (DHR) 0.1 $204k 1.5k 138.78
Vanguard Europe Pacific ETF (VEA) 0.1 $203k 4.9k 41.27
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $207k 7.8k 26.64
Takeda Pharmaceutical (TAK) 0.1 $213k 12k 17.31
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.1 $193k 21k 9.08
Kinder Morgan (KMI) 0.1 $212k 11k 20.25
Orange Sa (ORAN) 0.1 $192k 12k 16.19
Bny Mellon Strategic Muns (LEO) 0.1 $174k 21k 8.48
Direxion Daily Energy Bull 3X 0.1 $163k 11k 14.52
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $168k 19k 9.01
Nuveen Arizona Premium Income Mun (NAZ) 0.1 $154k 11k 13.60
CenturyLink 0.1 $135k 12k 11.75
Aegon 0.1 $125k 30k 4.23
Cbre Clarion Global Real Estat re (IGR) 0.0 $82k 10k 7.88
Chesapeake Energy Corporation 0.0 $15k 11k 1.42
Sunopta (STKL) 0.0 $22k 15k 1.50
Infinity Pharmaceuticals (INFIQ) 0.0 $26k 25k 1.04