180 Wealth Advisors

180 Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 263 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.2 $18M 111k 163.18
Apple (AAPL) 3.0 $7.5M 24k 311.35
Amazon (AMZN) 2.8 $7.1M 3.8k 1861.95
Vanguard Dividend Appreciation ETF (VIG) 2.6 $6.6M 52k 126.99
Vanguard Short-Term Bond ETF (BSV) 2.1 $5.3M 66k 80.74
Ishares Tr core div grwth (DGRO) 2.1 $5.4M 126k 42.39
iShares Russell 3000 Value Index (IUSV) 1.9 $4.6M 73k 63.25
Starbucks Corporation (SBUX) 1.7 $4.2M 46k 91.53
Boeing Company (BA) 1.7 $4.2M 13k 329.78
Ishares High Dividend Equity F (HDV) 1.4 $3.6M 37k 97.33
Costco Wholesale Corporation (COST) 1.4 $3.5M 12k 300.81
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.4 $3.5M 53k 65.62
iShares Dow Jones EPAC Sel Div Ind (IDV) 1.4 $3.4M 100k 33.74
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.3 $3.3M 45k 73.22
iShares S&P Global 100 Index (IOO) 1.3 $3.3M 59k 54.92
Chevron Corporation (CVX) 1.2 $3.0M 26k 116.13
Vanguard Emerging Markets ETF (VWO) 1.1 $2.8M 61k 45.39
Ishares Tr usa min vo (USMV) 1.1 $2.7M 40k 66.82
Alphabet Inc Class A cs (GOOGL) 1.0 $2.5M 1.8k 1439.23
Johnson & Johnson (JNJ) 1.0 $2.4M 16k 147.03
At&t (T) 0.9 $2.2M 59k 37.87
Pfizer (PFE) 0.8 $2.1M 52k 40.67
Wal-Mart Stores (WMT) 0.8 $2.0M 17k 115.27
iShares MSCI EAFE Value Index (EFV) 0.8 $2.0M 40k 49.72
Visa (V) 0.8 $1.9M 9.7k 199.77
Ishares Tr eafe min volat (EFAV) 0.8 $1.9M 26k 75.21
JPMorgan Chase & Co. (JPM) 0.8 $1.9M 14k 136.69
Medtronic (MDT) 0.7 $1.9M 16k 117.33
Facebook Inc cl a (META) 0.7 $1.7M 7.7k 221.13
Thermo Fisher Scientific (TMO) 0.7 $1.7M 5.0k 335.28
Vanguard High Dividend Yield ETF (VYM) 0.7 $1.6M 18k 93.92
Home Depot (HD) 0.6 $1.6M 7.1k 224.57
Lockheed Martin Corporation (LMT) 0.6 $1.6M 3.8k 420.97
Tortoise Energy Infrastructure 0.6 $1.6M 82k 19.44
UnitedHealth (UNH) 0.6 $1.5M 5.2k 296.35
Ishares Tr Global Reit Etf (REET) 0.6 $1.5M 55k 27.81
Walt Disney Company (DIS) 0.6 $1.5M 10k 144.30
iShares S&P MidCap 400 Index (IJH) 0.6 $1.5M 7.1k 207.29
Cisco Systems (CSCO) 0.6 $1.5M 30k 48.02
United Technologies Corporation 0.6 $1.5M 9.6k 151.95
Intel Corporation (INTC) 0.6 $1.4M 24k 58.95
Ishares Msci Global Gold Min etp (RING) 0.6 $1.4M 60k 23.63
iShares S&P 1500 Index Fund (ITOT) 0.6 $1.4M 19k 74.10
Ishares Tr fltg rate nt (FLOT) 0.6 $1.4M 27k 51.02
CVS Caremark Corporation (CVS) 0.5 $1.3M 18k 75.25
Merck & Co (MRK) 0.5 $1.4M 15k 91.57
iShares S&P SmallCap 600 Index (IJR) 0.5 $1.4M 16k 84.41
Verizon Communications (VZ) 0.5 $1.3M 22k 59.12
Honeywell International (HON) 0.5 $1.3M 7.2k 180.71
Comcast Corporation (CMCSA) 0.5 $1.3M 28k 46.27
Union Pacific Corporation (UNP) 0.5 $1.3M 7.1k 180.79
Gentex Corporation (GNTX) 0.5 $1.3M 42k 30.79
Exxon Mobil Corporation (XOM) 0.5 $1.2M 18k 69.10
Broadcom (AVGO) 0.5 $1.3M 4.1k 303.19
V.F. Corporation (VFC) 0.5 $1.2M 13k 95.71
Vanguard Total Stock Market ETF (VTI) 0.5 $1.2M 7.2k 166.92
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.5 $1.1M 14k 84.74
Prologis (PLD) 0.5 $1.2M 13k 92.19
Charles Schwab Corporation (SCHW) 0.5 $1.1M 24k 47.12
Bristol Myers Squibb (BMY) 0.5 $1.1M 17k 66.56
D.R. Horton (DHI) 0.5 $1.1M 21k 54.92
SPDR S&P International Dividend (DWX) 0.5 $1.1M 28k 40.41
Vanguard Total World Stock Idx (VT) 0.5 $1.1M 14k 82.27
Adobe Systems Incorporated (ADBE) 0.4 $1.1M 3.2k 342.87
International Business Machines (IBM) 0.4 $1.1M 7.8k 136.57
Dollar General (DG) 0.4 $1.1M 7.0k 156.55
United Rentals (URI) 0.4 $1.1M 6.8k 154.88
Procter & Gamble Company (PG) 0.4 $1.1M 8.3k 125.91
iShares Lehman MBS Bond Fund (MBB) 0.4 $1.1M 9.8k 108.48
Tekla Life Sciences sh ben int (HQL) 0.4 $1.0M 59k 17.77
PPG Industries (PPG) 0.4 $992k 7.6k 130.70
Wabtec Corporation (WAB) 0.4 $989k 13k 78.42
Berkshire Hathaway (BRK.B) 0.4 $948k 4.2k 228.43
Royal Dutch Shell 0.4 $941k 16k 60.41
salesforce (CRM) 0.4 $946k 5.2k 181.05
Atmos Energy Corporation (ATO) 0.4 $934k 8.2k 113.75
Citigroup (C) 0.4 $929k 11k 81.22
Alibaba Group Holding (BABA) 0.4 $892k 4.0k 225.03
General Dynamics Corporation (GD) 0.3 $876k 4.8k 181.63
Applied Materials (AMAT) 0.3 $890k 14k 61.92
Netflix (NFLX) 0.3 $871k 2.6k 339.17
Lam Research Corporation (LRCX) 0.3 $872k 2.9k 298.32
General Electric Company 0.3 $865k 73k 11.87
Ishares Tr cmn (STIP) 0.3 $845k 8.4k 100.81
Johnson Controls International Plc equity (JCI) 0.3 $845k 21k 40.94
Bank of America Corporation (BAC) 0.3 $795k 23k 34.69
General Motors Company (GM) 0.3 $802k 23k 35.16
Chubb (CB) 0.3 $811k 5.4k 151.31
Automatic Data Processing (ADP) 0.3 $766k 4.4k 172.72
CenterPoint Energy (CNP) 0.3 $785k 29k 26.99
Pepsi (PEP) 0.3 $752k 5.4k 139.13
MetLife (MET) 0.3 $744k 14k 51.88
Coca-Cola Company (KO) 0.3 $720k 13k 56.71
CarMax (KMX) 0.3 $696k 7.5k 92.85
Ishares Inc core msci emkt (IEMG) 0.3 $708k 13k 54.73
E TRADE Financial Corporation 0.3 $674k 15k 46.17
Zoetis Inc Cl A (ZTS) 0.3 $670k 4.8k 138.60
Analog Devices (ADI) 0.3 $650k 5.5k 117.52
iShares S&P 500 Index (IVV) 0.3 $648k 2.0k 329.77
Vanguard Information Technology ETF (VGT) 0.3 $650k 2.6k 254.50
Invesco Actively Managd Etf optimum yield (PDBC) 0.3 $656k 40k 16.34
Occidental Petroleum Corporation (OXY) 0.2 $629k 13k 47.28
Texas Instruments Incorporated (TXN) 0.2 $625k 4.8k 129.21
Total (TTE) 0.2 $633k 12k 54.10
Oracle Corporation (ORCL) 0.2 $617k 11k 54.81
Vanguard Mid-Cap Value ETF (VOE) 0.2 $626k 5.2k 119.95
Marathon Petroleum Corp (MPC) 0.2 $638k 11k 58.14
Fidelity divid etf risi (FDRR) 0.2 $630k 18k 35.74
Caterpillar (CAT) 0.2 $604k 4.2k 145.54
Norfolk Southern (NSC) 0.2 $601k 3.0k 203.04
T. Rowe Price (TROW) 0.2 $600k 4.6k 130.12
Tor Dom Bk Cad (TD) 0.2 $612k 11k 56.19
iShares Barclays TIPS Bond Fund (TIP) 0.2 $598k 5.1k 117.51
Vanguard S&p 500 Etf idx (VOO) 0.2 $609k 2.0k 301.63
Mannkind (MNKD) 0.2 $599k 394k 1.52
Kimberly-Clark Corporation (KMB) 0.2 $569k 4.0k 142.25
NVIDIA Corporation (NVDA) 0.2 $577k 2.4k 245.32
Emerson Electric (EMR) 0.2 $568k 7.4k 76.61
Lowe's Companies (LOW) 0.2 $577k 4.8k 119.46
Rbc Cad (RY) 0.2 $582k 7.2k 80.78
Dupont De Nemours (DD) 0.2 $581k 9.5k 61.14
McDonald's Corporation (MCD) 0.2 $547k 2.6k 209.58
Philip Morris International (PM) 0.2 $564k 6.4k 88.37
Magellan Midstream Partners 0.2 $563k 8.7k 64.62
Truist Financial Corp equities (TFC) 0.2 $560k 10k 55.15
Viacomcbs (PARA) 0.2 $559k 14k 39.69
MasterCard Incorporated (MA) 0.2 $515k 1.6k 314.60
Amgen (AMGN) 0.2 $537k 2.2k 241.67
BlackRock (BLK) 0.2 $495k 933.00 530.55
Novartis (NVS) 0.2 $514k 5.4k 94.66
Diageo (DEO) 0.2 $484k 2.8k 170.36
iShares Dow Jones Select Dividend (DVY) 0.2 $488k 4.6k 105.95
Alphabet Inc Class C cs (GOOG) 0.2 $476k 331.00 1438.07
NRG Energy (NRG) 0.2 $454k 12k 38.12
Baxter International (BAX) 0.2 $453k 5.1k 89.54
Consolidated Edison (ED) 0.2 $461k 5.2k 88.88
United Parcel Service (UPS) 0.2 $459k 3.9k 117.99
Paypal Holdings (PYPL) 0.2 $449k 3.9k 114.95
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $442k 8.2k 54.01
iShares MSCI Emerging Markets Indx (EEM) 0.2 $417k 9.1k 45.64
Health Care SPDR (XLV) 0.2 $415k 4.0k 103.88
Public Storage (PSA) 0.2 $431k 2.0k 218.12
Tiffany & Co. 0.2 $438k 3.3k 133.94
Nextera Energy (NEE) 0.2 $414k 1.6k 251.37
TJX Companies (TJX) 0.2 $416k 6.7k 61.88
Robert Half International (RHI) 0.2 $432k 6.9k 62.96
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $427k 4.9k 87.91
Vanguard Small-Cap Value ETF (VBR) 0.2 $415k 3.0k 137.46
O'reilly Automotive (ORLY) 0.2 $414k 945.00 438.10
American Tower Reit (AMT) 0.2 $432k 1.8k 235.55
Ishares Tr cmn (GOVT) 0.2 $438k 17k 26.11
Packaging Corporation of America (PKG) 0.2 $393k 3.6k 108.29
Sony Corporation (SONY) 0.2 $412k 5.8k 71.55
Edwards Lifesciences (EW) 0.2 $403k 1.7k 236.64
Snap-on Incorporated (SNA) 0.2 $409k 2.4k 167.28
Unilever 0.2 $399k 7.1k 56.36
ProShares Ultra QQQ (QLD) 0.2 $395k 3.0k 130.36
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $391k 4.8k 81.29
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $397k 7.1k 56.20
Ishares Inc em mkt min vol (EEMV) 0.2 $392k 6.6k 59.19
Intercontinental Exchange (ICE) 0.2 $389k 4.1k 95.72
Canadian Natl Ry (CNI) 0.1 $366k 3.9k 94.31
Prudential Financial (PRU) 0.1 $385k 4.1k 94.36
Toyota Motor Corporation (TM) 0.1 $376k 2.7k 139.41
Ametek (AME) 0.1 $365k 3.6k 100.55
Technology SPDR (XLK) 0.1 $368k 3.9k 95.16
ProShares Ultra S&P500 (SSO) 0.1 $380k 2.4k 156.70
Vanguard Value ETF (VTV) 0.1 $370k 3.1k 120.36
Fortinet (FTNT) 0.1 $365k 3.1k 116.99
Vanguard Mid-Cap ETF (VO) 0.1 $375k 2.1k 181.51
Asml Holding (ASML) 0.1 $369k 1.2k 300.24
Fidelity core divid etf (FDVV) 0.1 $368k 11k 32.90
Taiwan Semiconductor Mfg (TSM) 0.1 $363k 6.2k 58.31
Target Corporation (TGT) 0.1 $349k 3.0k 116.84
American Electric Power Company (AEP) 0.1 $353k 3.7k 96.50
Estee Lauder Companies (EL) 0.1 $349k 1.6k 218.26
Concho Resources 0.1 $349k 3.9k 88.49
Intuit (INTU) 0.1 $356k 1.3k 272.80
Prudential Public Limited Company (PUK) 0.1 $339k 9.3k 36.55
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $363k 20k 18.36
Allegion Plc equity (ALLE) 0.1 $350k 2.8k 125.45
Ecolab (ECL) 0.1 $337k 1.8k 191.37
Air Products & Chemicals (APD) 0.1 $321k 1.4k 235.68
Intuitive Surgical (ISRG) 0.1 $335k 561.00 597.15
Qualcomm (QCOM) 0.1 $338k 3.8k 89.66
Novo Nordisk A/S (NVO) 0.1 $324k 5.2k 62.32
Domino's Pizza (DPZ) 0.1 $325k 1.1k 288.89
Entergy Corporation (ETR) 0.1 $322k 2.6k 123.85
Humana (HUM) 0.1 $337k 927.00 363.54
Alaska Air (ALK) 0.1 $335k 5.0k 66.56
Bk Nova Cad (BNS) 0.1 $322k 5.8k 55.41
Ishares Inc emrgmkt dividx (DVYE) 0.1 $333k 8.1k 41.32
National Grid (NGG) 0.1 $323k 5.2k 62.33
SK Tele 0.1 $289k 13k 22.93
Progressive Corporation (PGR) 0.1 $295k 3.9k 75.66
Digital Realty Trust (DLR) 0.1 $308k 2.5k 120.83
Northrop Grumman Corporation (NOC) 0.1 $299k 787.00 379.92
Koninklijke Philips Electronics NV (PHG) 0.1 $312k 6.3k 49.73
General Mills (GIS) 0.1 $308k 5.8k 53.42
Sanofi-Aventis SA (SNY) 0.1 $290k 5.6k 51.34
Advance Auto Parts (AAP) 0.1 $306k 2.0k 150.37
Dover Corporation (DOV) 0.1 $307k 2.6k 117.53
Vanguard Telecommunication Services ETF (VOX) 0.1 $293k 3.0k 97.57
WisdomTree SmallCap Dividend Fund (DES) 0.1 $291k 10k 28.54
Crown Castle Intl (CCI) 0.1 $301k 2.1k 144.16
Blackstone Group Inc Com Cl A (BX) 0.1 $302k 5.2k 58.14
BP (BP) 0.1 $283k 7.3k 38.68
Altria (MO) 0.1 $282k 5.5k 51.28
Illinois Tool Works (ITW) 0.1 $269k 1.5k 178.74
VMware 0.1 $268k 1.8k 149.47
Vanguard Total Bond Market ETF (BND) 0.1 $285k 3.4k 84.52
Coca Cola European Partners (CCEP) 0.1 $285k 5.4k 52.79
Expeditors International of Washington (EXPD) 0.1 $263k 3.3k 79.05
Abbott Laboratories (ABT) 0.1 $263k 3.0k 87.29
Spdr S&p 500 Etf (SPY) 0.1 $240k 731.00 328.32
3M Company (MMM) 0.1 $254k 1.4k 179.63
Nike (NKE) 0.1 $263k 2.6k 102.69
Sap (SAP) 0.1 $243k 1.8k 136.13
Ingersoll-rand Co Ltd-cl A 0.1 $249k 1.9k 131.33
Lululemon Athletica (LULU) 0.1 $250k 1.0k 243.43
Vanguard Growth ETF (VUG) 0.1 $244k 1.3k 189.44
Gabelli Dividend & Income Trust (GDV) 0.1 $260k 12k 22.22
Fiduciary/Claymore MLP Opportunity Fund 0.1 $254k 30k 8.46
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $258k 10k 25.85
Vanguard Industrials ETF (VIS) 0.1 $245k 1.6k 157.86
Kinder Morgan (KMI) 0.1 $240k 11k 21.38
Duke Energy (DUK) 0.1 $247k 2.7k 92.51
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $243k 4.9k 49.22
Ihs Markit 0.1 $258k 3.3k 79.31
Dow (DOW) 0.1 $256k 4.9k 52.19
Stanley Black & Decker (SWK) 0.1 $214k 1.3k 167.19
Sherwin-Williams Company (SHW) 0.1 $219k 374.00 585.56
Ford Motor Company (F) 0.1 $231k 25k 9.20
Danaher Corporation (DHR) 0.1 $238k 1.5k 160.59
Fifth Third Ban (FITB) 0.1 $221k 7.6k 28.99
HDFC Bank (HDB) 0.1 $224k 3.6k 62.33
Columbia Banking System (COLB) 0.1 $235k 6.0k 39.25
Vanguard Europe Pacific ETF (VEA) 0.1 $218k 4.9k 44.32
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $231k 2.2k 107.24
Ishares Trust Msci China msci china idx (MCHI) 0.1 $235k 3.5k 66.63
Relx (RELX) 0.1 $217k 8.3k 25.99
Shopify Inc cl a (SHOP) 0.1 $227k 507.00 447.73
Allstate Corporation (ALL) 0.1 $205k 1.8k 114.27
ConocoPhillips (COP) 0.1 $212k 3.3k 65.13
iShares Russell 1000 Value Index (IWD) 0.1 $210k 1.5k 137.25
Direxion Daily Energy Bull 3X 0.1 $190k 11k 16.93
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) 0.1 $200k 20k 10.01
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $201k 2.2k 91.95
Aon 0.1 $201k 962.00 208.94
Jd (JD) 0.1 $210k 5.3k 39.77
ING Groep (ING) 0.1 $178k 15k 11.76
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $170k 18k 9.67
Orange Sa (ORAN) 0.1 $169k 12k 14.54
Bny Mellon Strategic Muns (LEO) 0.1 $179k 21k 8.65
CenturyLink 0.1 $143k 11k 13.10
Nuveen Arizona Premium Income Mun (NAZ) 0.1 $154k 11k 13.60
Aegon 0.1 $120k 28k 4.36
Banco Bradesco SA (BBD) 0.1 $119k 15k 8.13
Infosys Technologies (INFY) 0.0 $111k 10k 10.83
Cbre Clarion Global Real Estat re (IGR) 0.0 $82k 10k 8.09
Sunopta (STKL) 0.0 $43k 15k 2.93
Allianzgi Conv & Inc Fd taxable cef 0.0 $59k 10k 5.90
Chesapeake Energy Corporation 0.0 $9.1k 13k 0.69