180 Wealth Advisors

180 Wealth Advisors as of June 30, 2020

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 261 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.7 $22M 108k 202.88
Amazon (AMZN) 4.4 $11M 3.8k 2961.86
Apple (AAPL) 3.8 $9.5M 25k 385.30
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $6.6M 54k 122.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $5.1M 61k 83.13
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $4.9M 60k 81.56
Ishares Tr Core Div Grwth (DGRO) 1.9 $4.7M 121k 38.99
Costco Wholesale Corporation (COST) 1.8 $4.4M 14k 324.79
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $4.1M 75k 54.12
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $3.8M 55k 70.25
Ishares Tr Global 100 Etf (IOO) 1.5 $3.8M 69k 55.06
Starbucks Corporation (SBUX) 1.4 $3.5M 47k 74.16
Ishares Tr Intl Sel Div Etf (IDV) 1.3 $3.4M 129k 26.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.2M 75k 42.51
Ishares Tr Msci Min Vol Etf (USMV) 1.2 $3.0M 47k 62.88
Ishares Tr Core Msci Eafe (IEFA) 1.1 $2.8M 47k 59.61
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.7M 1.8k 1516.86
Johnson & Johnson (JNJ) 1.1 $2.7M 18k 149.35
Ishares Tr Eafe Value Etf (EFV) 1.0 $2.6M 63k 41.52
Boeing Company (BA) 1.0 $2.5M 14k 175.68
Chevron Corporation (CVX) 0.9 $2.4M 27k 87.20
Wal-Mart Stores (WMT) 0.9 $2.2M 17k 131.72
Facebook Cl A (META) 0.9 $2.2M 9.1k 242.00
Ishares Msci Gbl Gold Mn (RING) 0.9 $2.2M 67k 32.26
Visa Com Cl A (V) 0.8 $2.1M 11k 195.07
Thermo Fisher Scientific (TMO) 0.8 $2.0M 5.2k 395.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.0M 20k 102.75
Home Depot (HD) 0.8 $1.9M 7.4k 260.37
At&t (T) 0.8 $1.9M 64k 30.25
Medtronic SHS (MDT) 0.7 $1.8M 18k 98.61
Merck & Co (MRK) 0.7 $1.7M 22k 79.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 11k 163.20
UnitedHealth (UNH) 0.7 $1.7M 5.5k 306.50
Broadcom (AVGO) 0.7 $1.7M 5.3k 312.69
Pfizer (PFE) 0.7 $1.7M 46k 36.25
Comcast Corp Cl A (CMCSA) 0.6 $1.5M 37k 42.19
Cisco Systems (CSCO) 0.6 $1.5M 33k 46.76
Dollar General (DG) 0.6 $1.5M 7.9k 188.50
Lockheed Martin Corporation (LMT) 0.6 $1.5M 4.0k 368.51
Intel Corporation (INTC) 0.6 $1.5M 24k 59.98
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $1.4M 29k 50.56
Prologis (PLD) 0.6 $1.4M 15k 95.33
JPMorgan Chase & Co. (JPM) 0.6 $1.4M 15k 98.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.4M 14k 99.77
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 3.2k 432.47
Disney Walt Com Disney (DIS) 0.6 $1.4M 12k 118.62
Ishares Tr Core High Dv Etf (HDV) 0.5 $1.4M 17k 83.47
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $1.3M 5.4k 247.07
CVS Caremark Corporation (CVS) 0.5 $1.3M 20k 65.37
BlackRock (BLK) 0.5 $1.3M 2.2k 587.75
Verizon Communications (VZ) 0.5 $1.3M 23k 56.30
Union Pacific Corporation (UNP) 0.5 $1.2M 6.8k 181.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.2M 14k 86.59
Bristol Myers Squibb (BMY) 0.5 $1.2M 20k 60.37
International Business Machines (IBM) 0.5 $1.2M 9.3k 125.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.1M 14k 78.33
Gentex Corporation (GNTX) 0.4 $1.1M 43k 25.81
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.4 $1.1M 58k 18.94
salesforce (CRM) 0.4 $1.1M 5.8k 187.78
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $1.1M 51k 21.42
NVIDIA Corporation (NVDA) 0.4 $1.1M 2.6k 408.08
Netflix (NFLX) 0.4 $1.1M 2.2k 493.11
General Dynamics Corporation (GD) 0.4 $1.1M 7.1k 148.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 5.4k 190.78
Lam Research Corporation (LRCX) 0.4 $1.0M 3.0k 346.24
Atmos Energy Corporation (ATO) 0.4 $1.0M 10k 101.03
Northrop Grumman Corporation (NOC) 0.4 $1.0M 3.3k 306.85
Johnson Ctls Intl SHS (JCI) 0.4 $1000k 27k 37.67
Ishares Tr Mbs Etf (MBB) 0.4 $982k 8.9k 110.62
Paypal Holdings (PYPL) 0.4 $979k 5.6k 173.89
Tortoise Energy Infrastructure closed end funds (TYG) 0.4 $963k 59k 16.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $955k 3.2k 295.39
Charles Schwab Corporation (SCHW) 0.4 $934k 28k 33.44
Western Union Company (WU) 0.4 $914k 42k 21.99
Lowe's Companies (LOW) 0.4 $913k 6.3k 144.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $911k 8.3k 109.13
Honeywell International (HON) 0.4 $907k 5.9k 154.91
Procter & Gamble Company (PG) 0.4 $894k 7.1k 125.58
Applied Materials (AMAT) 0.4 $889k 14k 62.33
MetLife (MET) 0.3 $879k 23k 38.45
Allstate Corporation (ALL) 0.3 $868k 9.5k 91.71
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.3 $832k 63k 13.28
Mannkind Corp Com New (MNKD) 0.3 $820k 478k 1.72
Cbre Clarion Global Real Estat re (IGR) 0.3 $772k 131k 5.90
D.R. Horton (DHI) 0.3 $748k 12k 63.49
Zoetis Cl A (ZTS) 0.3 $746k 5.2k 144.60
Raytheon Technologies Corp (RTX) 0.3 $733k 12k 62.23
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $726k 2.5k 284.82
Exxon Mobil Corporation (XOM) 0.3 $707k 16k 43.54
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.3 $702k 21k 34.26
Ishares Tr Tips Bd Etf (TIP) 0.3 $697k 5.6k 124.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $696k 11k 62.19
Air Products & Chemicals (APD) 0.3 $683k 2.3k 294.02
General Motors Company (GM) 0.3 $665k 25k 26.46
Ishares Tr Core S&p500 Etf (IVV) 0.3 $661k 2.0k 322.91
O'reilly Automotive (ORLY) 0.3 $638k 1.5k 431.96
Alphabet Cap Stk Cl C (GOOG) 0.3 $630k 416.00 1514.42
Marathon Petroleum Corp (MPC) 0.2 $598k 16k 37.92
Citigroup Com New (C) 0.2 $581k 12k 50.20
Kimberly-Clark Corporation (KMB) 0.2 $581k 4.0k 144.49
Oracle Corporation (ORCL) 0.2 $567k 10k 54.86
General Electric Company 0.2 $555k 79k 7.07
Coca-Cola Company (KO) 0.2 $553k 12k 46.80
Vanguard World Fds Materials Etf (VAW) 0.2 $540k 4.1k 130.25
Amgen (AMGN) 0.2 $536k 2.1k 258.19
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $528k 4.5k 118.25
Intuit (INTU) 0.2 $517k 1.8k 289.47
Rbc Cad (RY) 0.2 $509k 7.2k 70.67
Eli Lilly & Co. (LLY) 0.2 $503k 3.0k 166.01
Mastercard Incorporated Cl A (MA) 0.2 $500k 1.6k 304.32
Ishares Tr Min Vol Eafe Etf (EFAV) 0.2 $497k 7.3k 67.71
Bank of America Corporation (BAC) 0.2 $495k 21k 23.21
Intuitive Surgical Com New (ISRG) 0.2 $493k 758.00 650.40
Fidelity Covington Tr Divid Etf Risi (FDRR) 0.2 $491k 16k 31.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $487k 8.9k 54.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $486k 7.3k 66.36
United Rentals (URI) 0.2 $486k 3.1k 159.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $484k 1.9k 259.66
American Tower Reit (AMT) 0.2 $482k 1.9k 258.86
Pepsi (PEP) 0.2 $482k 3.6k 134.71
Select Sector Spdr Tr Technology (XLK) 0.2 $481k 4.5k 106.75
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $467k 1.8k 266.86
Asml Holding N V N Y Registry Shs (ASML) 0.2 $456k 1.2k 383.19
Electronic Arts (EA) 0.2 $454k 3.3k 138.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $452k 4.3k 105.93
Texas Instruments Incorporated (TXN) 0.2 $445k 3.3k 133.75
Baxter International (BAX) 0.2 $443k 5.1k 87.57
Toronto Dominion Bk Ont Com New (TD) 0.2 $441k 9.7k 45.38
CSX Corporation (CSX) 0.2 $424k 5.9k 72.18
Ishares Tr Global Reit Etf (REET) 0.2 $424k 20k 20.88
United Parcel Service CL B (UPS) 0.2 $423k 3.6k 118.69
Spdr Gold Tr Gold Shs (GLD) 0.2 $418k 2.5k 170.06
Fidelity Covington Tr High Divid Etf (FDVV) 0.2 $418k 15k 27.64
Diageo P L C Spon Adr New (DEO) 0.2 $411k 2.9k 142.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $406k 4.9k 82.72
Novartis Sponsored Adr (NVS) 0.2 $401k 4.6k 88.11
Edwards Lifesciences (EW) 0.2 $398k 5.4k 74.12
Tesla Motors (TSLA) 0.2 $398k 265.00 1501.89
Lululemon Athletica (LULU) 0.2 $396k 1.2k 317.05
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $389k 4.2k 93.64
Consolidated Edison (ED) 0.2 $384k 5.2k 74.03
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $382k 14k 28.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $381k 5.3k 72.50
General Mills (GIS) 0.2 $380k 5.9k 64.64
Vmware Cl A Com 0.2 $379k 2.7k 140.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $373k 8.7k 42.80
Intercontinental Exchange (ICE) 0.1 $372k 4.0k 93.73
Linde SHS 0.1 $372k 1.5k 242.50
Qualcomm (QCOM) 0.1 $365k 4.0k 92.22
Humana (HUM) 0.1 $360k 891.00 404.04
Thomson Reuters Corp. Com New 0.1 $357k 5.0k 70.76
Ecolab (ECL) 0.1 $353k 1.7k 210.49
Automatic Data Processing (ADP) 0.1 $352k 2.4k 147.78
Exelon Corporation (EXC) 0.1 $349k 8.9k 39.34
Philip Morris International (PM) 0.1 $349k 4.6k 75.13
Ishares Tr Select Divid Etf (DVY) 0.1 $347k 4.2k 83.03
Vanguard Index Fds Value Etf (VTV) 0.1 $343k 3.3k 103.63
Nrg Energy Com New (NRG) 0.1 $337k 10k 33.71
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $334k 2.0k 171.28
TJX Companies (TJX) 0.1 $329k 6.2k 52.95
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $328k 22k 14.72
McDonald's Corporation (MCD) 0.1 $326k 1.7k 191.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $325k 1.8k 183.20
Centene Corporation (CNC) 0.1 $322k 4.9k 66.31
Prudential Adr (PUK) 0.1 $321k 10k 31.39
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $321k 3.3k 98.65
Nextera Energy (NEE) 0.1 $320k 1.2k 275.62
Toyota Motor Corp Sp Adr Rep2com (TM) 0.1 $315k 2.5k 126.91
Novo-nordisk A S Adr (NVO) 0.1 $313k 4.7k 67.24
Total Sponsored Ads (TTE) 0.1 $312k 8.1k 38.49
Metropcs Communications (TMUS) 0.1 $311k 3.0k 105.39
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $311k 4.5k 69.76
ConAgra Foods (CAG) 0.1 $310k 8.5k 36.60
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.1 $308k 6.2k 49.69
Illinois Tool Works (ITW) 0.1 $306k 1.7k 181.93
Emerson Electric (EMR) 0.1 $306k 4.8k 63.54
Advance Auto Parts (AAP) 0.1 $305k 2.1k 144.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $300k 3.4k 88.97
Norfolk Southern (NSC) 0.1 $299k 1.6k 188.29
Kinder Morgan (KMI) 0.1 $298k 20k 14.91
Alaska Air (ALK) 0.1 $298k 8.1k 36.94
Kla Corp Com New (KLAC) 0.1 $292k 1.5k 197.16
Digital Realty Trust (DLR) 0.1 $292k 2.0k 143.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $292k 2.7k 108.11
American Electric Power Company (AEP) 0.1 $289k 3.3k 87.55
Jd.com Spon Adr Cl A (JD) 0.1 $287k 4.6k 62.16
Target Corporation (TGT) 0.1 $285k 2.3k 121.54
Caterpillar (CAT) 0.1 $277k 2.0k 136.86
Abbott Laboratories (ABT) 0.1 $273k 2.7k 99.42
National Grid Sponsored Adr Ne (NGG) 0.1 $272k 4.8k 56.11
Dover Corporation (DOV) 0.1 $271k 2.6k 103.59
Vanguard Index Fds Growth Etf (VUG) 0.1 $271k 1.3k 211.22
Sanofi Sponsored Adr (SNY) 0.1 $267k 5.0k 53.23
Sony Corp Sponsored Adr (SONY) 0.1 $267k 3.5k 75.94
Servicenow (NOW) 0.1 $266k 631.00 421.55
T. Rowe Price (TROW) 0.1 $265k 2.0k 133.64
Expeditors International of Washington (EXPD) 0.1 $265k 3.3k 79.65
Lauder Estee Cos Cl A (EL) 0.1 $254k 1.3k 198.13
Gabelli Dividend & Income Trust (GDV) 0.1 $254k 14k 18.18
Realty Income (O) 0.1 $253k 4.3k 58.67
Zimmer Holdings (ZBH) 0.1 $253k 1.9k 135.01
Sk Telecom Sponsored Adr 0.1 $253k 13k 19.87
Nike CL B (NKE) 0.1 $251k 2.6k 96.13
Danaher Corporation (DHR) 0.1 $251k 1.3k 190.58
Aon Shs Cl A (AON) 0.1 $249k 1.2k 203.27
Veeva Sys Cl A Com (VEEV) 0.1 $248k 991.00 250.25
Te Connectivity Reg Shs (TEL) 0.1 $245k 2.9k 85.60
V.F. Corporation (VFC) 0.1 $244k 4.1k 59.60
Wix SHS (WIX) 0.1 $243k 900.00 270.00
Moderna (MRNA) 0.1 $237k 2.5k 94.80
Entergy Corporation (ETR) 0.1 $233k 2.3k 100.47
Crown Castle Intl (CCI) 0.1 $231k 1.4k 169.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $230k 715.00 321.68
Ishares Msci Jpn Etf New (EWJ) 0.1 $229k 4.1k 56.13
Altria (MO) 0.1 $229k 5.5k 41.46
Microchip Technology (MCHP) 0.1 $229k 2.2k 105.77
Paychex (PAYX) 0.1 $229k 3.1k 73.40
Ford Motor Company (F) 0.1 $228k 34k 6.81
Public Storage (PSA) 0.1 $228k 1.2k 192.08
Clough Global Opportunities Sh Ben Int (GLO) 0.1 $226k 24k 9.31
Unilever N V N Y Shs New 0.1 $224k 4.1k 54.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $222k 4.4k 50.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $222k 2.3k 95.90
Fortinet (FTNT) 0.1 $221k 1.7k 129.09
Duke Energy Corp Com New (DUK) 0.1 $220k 2.7k 82.40
Incyte Corporation (INCY) 0.1 $217k 2.1k 104.28
Packaging Corporation of America (PKG) 0.1 $216k 2.1k 104.75
Robert Half International (RHI) 0.1 $216k 4.0k 54.28
Alexion Pharmaceuticals 0.1 $215k 2.0k 109.14
Truist Financial Corp equities (TFC) 0.1 $215k 5.9k 36.24
Constellation Brands Cl A (STZ) 0.1 $214k 1.2k 180.29
Workday Cl A (WDAY) 0.1 $214k 1.2k 183.06
Fifth Third Ban (FITB) 0.1 $214k 11k 18.80
Snap-on Incorporated (SNA) 0.1 $212k 1.5k 140.21
Vanguard World Fds Industrial Etf (VIS) 0.1 $211k 1.6k 135.95
Ishares Core Msci Emkt (IEMG) 0.1 $210k 4.1k 51.05
Ihs Markit SHS 0.1 $210k 2.7k 79.19
Dupont De Nemours (DD) 0.1 $209k 3.8k 54.58
Boston Scientific Corporation (BSX) 0.1 $208k 5.5k 37.65
Globe Life (GL) 0.1 $208k 2.8k 75.36
Dow (DOW) 0.1 $208k 4.8k 43.75
Skyworks Solutions (SWKS) 0.1 $207k 1.5k 134.07
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $207k 972.00 212.96
3M Company (MMM) 0.1 $207k 1.3k 159.72
Meritage Homes Corporation (MTH) 0.1 $204k 2.5k 83.13
Canadian Natl Ry (CNI) 0.1 $204k 2.1k 95.77
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $203k 689.00 294.63
Cabot Corporation (CBT) 0.1 $203k 11k 17.91
Stanley Black & Decker (SWK) 0.1 $201k 1.3k 153.32
C H Robinson Worldwide Com New (CHRW) 0.1 $200k 2.3k 86.17
Cleveland-cliffs (CLF) 0.1 $169k 30k 5.70
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.1 $164k 20k 8.15
Nuveen Arizona Premium Income Mun (NAZ) 0.1 $152k 11k 13.43
Fiduciary/Claymore MLP Opportunity Fund 0.1 $145k 84k 1.73
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $132k 18k 7.42
Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $107k 11k 10.10
Gabelli mutual funds - (GGZ) 0.0 $98k 11k 9.29
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $75k 13k 5.69
Aegon N V Ny Registry Shs 0.0 $70k 22k 3.14
Sunopta (STKL) 0.0 $69k 15k 4.69
Allianzgi Conv & Income Fd I 0.0 $49k 11k 4.45