$193 Million is the total value of 180 WEALTH ADVISORS, LLC's 229 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHRW | New | C H ROBINSON WORLDWIDE INC | $1,031,000 | – | 10,999 | +100.0% | 0.54% | – |
| ALK | New | ALASKA AIR GROUP INC | $953,000 | – | 15,296 | +100.0% | 0.50% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $936,000 | – | 5,953 | +100.0% | 0.49% | – |
| RSG | New | REPUBLIC SVCS INC | $887,000 | – | 13,367 | +100.0% | 0.46% | – |
| APD | New | AIR PRODS & CHEMS INC | $653,000 | – | 4,115 | +100.0% | 0.34% | – |
| ALL | New | ALLSTATE CORP | $523,000 | – | 5,538 | +100.0% | 0.27% | – |
| NFX | New | NEWFIELD EXPL CO | $434,000 | – | 17,820 | +100.0% | 0.22% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $413,000 | – | 2,971 | +100.0% | 0.21% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $379,000 | – | 3,393 | +100.0% | 0.20% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $371,000 | – | 7,170 | +100.0% | 0.19% | – |
| REET | New | ISHARES TRglobal reit etf | $372,000 | – | 15,074 | +100.0% | 0.19% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $355,000 | – | 1,662 | +100.0% | 0.18% | – |
| FNCL | New | FIDELITYmsci finls idx | $324,000 | – | 7,997 | +100.0% | 0.17% | – |
| FLS | New | FLOWSERVE CORP | $290,000 | – | 6,715 | +100.0% | 0.15% | – |
| BKNG | New | BOOKING HLDGS INC | $279,000 | – | 138 | +100.0% | 0.14% | – |
| ANTM | New | ANTHEM INC | $258,000 | – | 1,158 | +100.0% | 0.13% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $258,000 | – | 4,207 | +100.0% | 0.13% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $256,000 | – | 3,202 | +100.0% | 0.13% | – |
| SHW | New | SHERWIN WILLIAMS CO | $238,000 | – | 610 | +100.0% | 0.12% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $230,000 | – | 6,086 | +100.0% | 0.12% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $204,000 | – | 4,345 | +100.0% | 0.11% | – |
| NKE | New | NIKE INCcl b | $202,000 | – | 3,028 | +100.0% | 0.10% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $95,000 | – | 14,679 | +100.0% | 0.05% | – |
| INFI | New | INFINITY PHARMACEUTICALS INC | $42,000 | – | 20,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-06-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 9.0% |
| AMAZON COM INC | 24 | Q3 2023 | 4.4% |
| APPLE INC | 24 | Q3 2023 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 3.0% |
| ISHARES TR | 24 | Q3 2023 | 2.2% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 2.6% |
| COSTCO WHSL CORP NEW | 24 | Q3 2023 | 1.8% |
| BOEING CO | 24 | Q3 2023 | 2.6% |
| ISHARES TR | 24 | Q3 2023 | 1.9% |
| STARBUCKS CORP | 24 | Q3 2023 | 1.7% |
View 180 WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-26 |
View 180 WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.