HoldingsChannel.com
180 Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 111,188 +11,947 $18,144
     MSFT111,188+11,947$18,144
APPLE INC 24,230 -88 $7,544
     AAPL24,230-88$7,544
AMAZON COM INC 3,803 -26 $7,081
     AMZN3,803-26$7,081
VANGUARD GROUP (VIG) 52,242 +1,390 $6,634
     VIG52,242+1,390$6,634
ISHARES TR (DGRO) 126,241 -1,499 $5,351
     DGRO126,241-1,499$5,351
VANGUARD BD INDEX FD INC (BSV) 66,237 +5,327 $5,348
     BSV66,237+5,327$5,348
ISHARES TR (IUSV) 73,236 +1,959 $4,632
     IUSV73,236+1,959$4,632
STARBUCKS CORP 46,355 +6,507 $4,243
     SBUX46,355+6,507$4,243
BOEING CO 12,742 -864 $4,202
     BA12,742-864$4,202
ISHARES TR (HDV) 36,617 -612 $3,564
     HDV36,617-612$3,564
COSTCO WHSL CORP NEW 11,755 -156 $3,536
     COST11,755-156$3,536
ISHARES TR (IEFA) 53,006 -1,570 $3,478
     IEFA53,006-1,570$3,478
ISHARES TR (IDV) 100,118 -768 $3,378
     IDV100,118-768$3,378
VANGUARD WHITEHALL FDS INC (VIGI) 45,222 +265 $3,311
     VIGI45,222+265$3,311
ISHARES TR (IOO) 59,209 +1,113 $3,252
     IOO59,209+1,113$3,252
CHEVRON CORP NEW 25,901 -2,423 $3,008
     CVX25,901-2,423$3,008
VANGUARD INTL EQUITY INDEX F (VWO) 61,094 +4,955 $2,773
     VWO61,094+4,955$2,773
ISHARES TR (USMV) 39,675 -180 $2,651
     USMV39,675-180$2,651
ALPHABET INC 1,769 +4 $2,546
     GOOGL1,769+4$2,546
JOHNSON & JOHNSON 16,446 -591 $2,418
     JNJ16,446-591$2,418
AT&T INC 59,064 +1,653 $2,237
     T59,064+1,653$2,237
PFIZER INC 52,133 -2,312 $2,120
     PFE52,133-2,312$2,120
WALMART INC 17,394 +900 $2,005
     WMT17,394+900$2,005
ISHARES TR (EFV) 39,485 -3,189 $1,963
     EFV39,485-3,189$1,963
VISA INC 9,686 +726 $1,935
     V9,686+726$1,935
ISHARES TR (EFAV) 25,634 -2,079 $1,928
     EFAV25,634-2,079$1,928
JPMORGAN CHASE & CO 13,673 +135 $1,869
     JPM13,673+135$1,869
MEDTRONIC PLC 15,887 +2,825 $1,864
     MDT15,887+2,825$1,864
FACEBOOK INC 7,742 -98 $1,712
     FB7,742-98$1,712
THERMO FISHER SCIENTIFIC INC 4,975 +303 $1,668
     TMO4,975+303$1,668
VANGUARD WHITEHALL FDS INC (VYM) 17,451 +3,096 $1,639
     VYM17,451+3,096$1,639
HOME DEPOT INC 7,147 +1,019 $1,605
     HD7,147+1,019$1,605
TORTOISE ENERGY INFRA CORP 81,805 +14,521 $1,590
     TYG81,805+14,521$1,590
LOCKHEED MARTIN CORP 3,758 -266 $1,582
     LMT3,758-266$1,582
ISHARES TR (REET) 55,384 +1,167 $1,540
     REET55,384+1,167$1,540
UNITEDHEALTH GROUP INC 5,183 +331 $1,536
     UNH5,183+331$1,536
DISNEY WALT CO 10,277 +930 $1,483
     DIS10,277+930$1,483
ISHARES TR (IJH) 7,135 -705 $1,479
     IJH7,135-705$1,479
UNITED TECHNOLOGIES CORP 9,595 -488 $1,458
     UTX9,595-488$1,458
CISCO SYS INC 30,236 -89 $1,452
     CSCO30,236-89$1,452
INTEL CORP 24,088 +7,174 $1,420
     INTC24,088+7,174$1,420
ISHARES INC (RING) 60,057 -1,229 $1,419
     RING60,057-1,229$1,419
ISHARES TR (ITOT) 19,014 -3,100 $1,409
     ITOT19,014-3,100$1,409
ISHARES TR (FLOT) 26,831 +5,621 $1,369
     FLOT26,831+5,621$1,369
ISHARES TR (IJR) 16,159 -1,113 $1,364
     IJR16,159-1,113$1,364
MERCK & CO INC 14,852 -882 $1,360
     MRK14,852-882$1,360
CVS HEALTH CORP 17,940 +1,883 $1,350
     CVS17,940+1,883$1,350
VERIZON COMMUNICATIONS INC 22,363 -3,909 $1,322
     VZ22,363-3,909$1,322
HONEYWELL INTL INC 7,205 -1,038 $1,302
     HON7,205-1,038$1,302
COMCAST CORP NEW 27,795 +4,119 $1,286
     CMCSA27,795+4,119$1,286

See Full List: All Stocks Held By 180 Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By 180 Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $250,821
At 09/30/2019: $226,161

180 Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 180 Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

180 Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.