0001689024-18-000001.txt : 20180118
0001689024-18-000001.hdr.sgml : 20180118
20180118145702
ACCESSION NUMBER: 0001689024-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180118
DATE AS OF CHANGE: 20180118
EFFECTIVENESS DATE: 20180118
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Guidant Wealth Advisors
CENTRAL INDEX KEY: 0001689024
IRS NUMBER: 364042058
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17551
FILM NUMBER: 18533827
BUSINESS ADDRESS:
STREET 1: 35 WEST SLADE STREEET
CITY: PALATINE
STATE: IL
ZIP: 60015
BUSINESS PHONE: 847-330-9911
MAIL ADDRESS:
STREET 1: 35 WEST SLADE STREEET
CITY: PALATINE
STATE: IL
ZIP: 60015
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001689024
XXXXXXXX
12-31-2017
12-31-2017
Guidant Wealth Advisors
35 WEST SLADE STREEET
PALATINE
IL
60015
13F HOLDINGS REPORT
028-17551
N
Brian Gosell
Business Operations Manager
847-330-9911
Brian Gosell
Palatine
IL
01-18-2018
0
191
223405
false
INFORMATION TABLE
2
Guidantwealth12312017.xml
ISHARES IBONDS
ETF
46429B564
28065
1119114
SH
SOLE
0
0
1119114
ISHARES RUSS
ETF
464287473
1070
11842
SH
SOLE
0
0
11842
ISHARES RUSSELL
ETF
464287481
10259
71310
SH
SOLE
0
0
71310
ISHARES S&P
ETF
464287408
7374
51066
SH
SOLE
0
0
51066
ISHARES TIPS
ETF
464287176
6874
60407
SH
SOLE
0
0
60407
UBS AG
ETF
902641679
9342
583115
SH
SOLE
0
0
583115
VANGUARD FSTE
ETF
922042858
16691
348692
SH
SOLE
0
0
348692
VANGUARD FTSE
ETF
921943858
16914
361800
SH
SOLE
0
0
361800
VANGUARD INFORMATION
ETF
92204A702
1072
6224
SH
SOLE
0
0
6224
VANGUARD TOTAL
ETF
92203J407
14087
226695
SH
SOLE
0
0
226695
ISHARES IBOXX
ETF
464288513
1488
15357
SH
SOLE
0
0
15357
ISHARES U S
ETF
464288687
7655
126428
SH
SOLE
0
0
126428
SPDR DOW
ETF
78463X749
1292
26583
SH
SOLE
0
0
26583
VANGUARD EXTENDED
ETF
922908652
10094
88561
SH
SOLE
0
0
88561
VANGUARD S&P
ETF
922908363
8486
33709
SH
SOLE
0
0
33709
VANGUARD SHORT
ETF
922020805
591
12116
SH
SOLE
0
0
12116
ISHARES COHEN
ETF
464287564
854
8587
SH
SOLE
0
0
8587
ISHARES MSCI
ETF
464287465
7192
124593
SH
SOLE
0
0
124593
BERKSHIRE HATHAWAY
COM
084670702
6028
29733
SH
SOLE
0
0
29733
SPDR BLOOMBERG
ETF
78464A417
8199
221666
SH
SOLE
0
0
221666
VANGUARD GLOBAL
ETF
922042676
3186
50823
SH
SOLE
0
0
50823
WISDOMTREE U S
ETF
97717W307
5300
110548
SH
SOLE
0
0
110548
MANULIFE FINANCIAL
COM
56501R106
5
236
SH
SOLE
0
0
236
NORTHERN TRUST CORP
COM
665859104
281
2744
SH
SOLE
0
0
2744
VANGUARD REIT
ETF
922908553
2485
30514
SH
SOLE
0
0
30514
ISHARES CORE
ETF
464287150
1193
8662
SH
SOLE
0
0
8662
ISHARES NATIONAL
ETF
464288414
500
4533
SH
SOLE
0
0
4533
NUVEEN AMT
ETF
670657105
38
2805
SH
SOLE
0
0
2805
ACCO BRANDS
COM
00081T108
6
502
SH
SOLE
0
0
502
AT&T INC
COM
00206R102
272
7120
SH
SOLE
0
0
7120
FRONTIER COMMUNICATIONS
COM
35906A306
0
24
SH
SOLE
0
0
24
INGEVITY CORP
COM
45688C107
14
198
SH
SOLE
0
0
198
VERIZON COMMUNICATIONS
COM
92343V104
116
2218
SH
SOLE
0
0
2218
SPDR GOLD
COM
78463V107
18
149
SH
SOLE
0
0
149
ROCKWELL COLLINS
COM
774341101
36
269
SH
SOLE
0
0
269
SCHWAB US
ETF
808524300
14515
222253
SH
SOLE
0
0
222253
VANGUARD MID
ETF
922908512
10156
82653
SH
SOLE
0
0
82653
VANGUARD SMALL
ETF
922908595
9436
63049
SH
SOLE
0
0
63049
SPDR PORTFOLIO
ETF
78464A805
1768
51990
SH
SOLE
0
0
51990
SPDR NUVEEN
ETF
78464A284
266
4756
SH
SOLE
0
0
4756
ISHARES GLOBAL
ETF
464287572
242
5393
SH
SOLE
0
0
5393
DOWDUPONT INC
COM
26078J100
9
128
SH
SOLE
0
0
128
INTEL CORP
COM
458140100
12
275
SH
SOLE
0
0
275
KIMBERLY CLARK
COM
494368103
11
100
SH
SOLE
0
0
100
KRAFT HEINZ
COM
500754106
27
345
SH
SOLE
0
0
345
MERCK & COMPANY
COM
58933Y105
16
300
SH
SOLE
0
0
300
MONDELEZ INTERNATIONAL
COM
609207105
42
978
SH
SOLE
0
0
978
PFIZER INC
COM
717081103
18
500
SH
SOLE
0
0
500
PROCTER & GAMBLE
COM
742718109
110
1208
SH
SOLE
0
0
1208
VANGUARD EMERGING
ETF
921946885
153
1905
SH
SOLE
0
0
1905
WALGREENS BOOTS
COM
931427108
1068
14463
SH
SOLE
0
0
14463
ISHARES NEW YORK
ETF
464288323
128
2314
SH
SOLE
0
0
2314
COLONY NORTHSTAR
COM
19625W104
296
27047
SH
SOLE
0
0
27047
AMAZON COM
COM
023135106
187
150
SH
SOLE
0
0
150
NETFLIX INC
COM
64110L106
47
225
SH
SOLE
0
0
225
ABBOTT LABORATORIES
COM
002824100
260
4435
SH
SOLE
0
0
4435
ABBVIE INC
COM
00287Y109
424
4271
SH
SOLE
0
0
4271
STARBUCKS CORP
COM
855244109
23
392
SH
SOLE
0
0
392
EXXON MOBIL
COM
30231G102
64
741
SH
SOLE
0
0
741
SECTOR CONSUMER
ETF
81369Y308
57
1000
SH
SOLE
0
0
1000
SOUTHERN COMPANY
COM
842587107
9
200
SH
SOLE
0
0
200
U S BANCORP DE
COM
902973304
67
1220
SH
SOLE
0
0
1220
WAL-MART STORES
COM
931142103
54
538
SH
SOLE
0
0
538
VANGUARD RUSSELL
ETF
92206C649
159
1421
SH
SOLE
0
0
1421
3M COMPANY
COM
88579Y101
39
165
SH
SOLE
0
0
165
ALLSTATE CORP
COM
020002101
307
3029
SH
SOLE
0
0
3029
ALPHABET INC
COM
02079K107
276
249
SH
SOLE
0
0
249
APPLE INC
COM
037833100
841
4829
SH
SOLE
0
0
4829
BECTON DICKINSON
COM
075887109
38
175
SH
SOLE
0
0
175
BLACKROCK INC
COM
09247X101
87
165
SH
SOLE
0
0
165
CVS HEALTH
COM
126650100
9
125
SH
SOLE
0
0
125
ECOLAB INC
COM
278865100
13
100
SH
SOLE
0
0
100
FEDEX CORP
COM
31428X106
75
282
SH
SOLE
0
0
282
HONEYWELL INTL
COM
438516106
102
660
SH
SOLE
0
0
660
ILLINOIS TOOL
COM
452308109
16
100
SH
SOLE
0
0
100
JOHNSON & JOHNSON
COM
478160104
73
515
SH
SOLE
0
0
515
MCDONALDS CORP
COM
580135101
17
100
SH
SOLE
0
0
100
PEPSICO INC
COM
713448108
49
416
SH
SOLE
0
0
416
POWERSHARES QQQ
ETF
73935A104
228
1406
SH
SOLE
0
0
1406
SCHWAB CHARLES
COM
808513105
10
200
SH
SOLE
0
0
200
SEABOARD CORP
COM
811543107
16
4
SH
SOLE
0
0
4
SPDR S&P
ETF
78462F103
114
1267
SH
SOLE
0
0
1267
THERMO FISHER
COM
883556102
20
100
SH
SOLE
0
0
100
VALERO ENERGY CORP
COM
91913Y100
14
150
SH
SOLE
0
0
150
HERSHEY COMPANY
COM
427866108
11
100
SH
SOLE
0
0
100
MOTOROLA SOLUTIONS
COM
620076307
5
57
SH
SOLE
0
0
57
BARRICK GOLD
COM
067901108
2
140
SH
SOLE
0
0
140
HECLA MINING
COM
422704106
9
2485
SH
SOLE
0
0
2485
NEWMONT MINING
COM
651639106
2
73
SH
SOLE
0
0
73
BANK AMERICA
COM
060505104
15
500
SH
SOLE
0
0
500
HOME DEPOT
COM
437076102
44
232
SH
SOLE
0
0
232
MICROSOFT CORP
COM
594918104
42
479
SH
SOLE
0
0
479
SECTOR FINANCIAL
ETF
81369Y605
15
557
SH
SOLE
0
0
557
ISHARES 7-10YR
ETF
464287440
48
464
SH
SOLE
0
0
464
WALT DISNEY
COM
254687106
94
858
SH
SOLE
0
0
858
INTL BUSINESS
COM
459200101
25
159
SH
SOLE
0
0
159
CHEVRON CORP
COM
166764100
6
52
SH
SOLE
0
0
52
NEXTERA ENERGY
COM
65339F101
330
2160
SH
SOLE
0
0
2160
TRI CONTINENTAL
ETF
895436103
67
2458
SH
SOLE
0
0
2458
XCEL ENERGY
COM
98389B100
138
2929
SH
SOLE
0
0
2929
FIDELITY MSCI
ETF
316092600
60
1318
SH
SOLE
0
0
1318
FIRST TRUST
ETF
33734X846
30
1287
SH
SOLE
0
0
1287
GLOBAL X
ETF
37954Y855
29
724
SH
SOLE
0
0
724
POWERSHARES GLOBAL
ETF
73936T615
30
2244
SH
SOLE
0
0
2244
POWERSHARES S&P
ETF
73937B886
79
1327
SH
SOLE
0
0
1327
SPDR SERIES
ETF
78464A870
33
450
SH
SOLE
0
0
450
ACCENTURE PLC
COM
G1151C101
55
348
SH
SOLE
0
0
348
FRANKLIN RESOURCES
COM
354613101
848
19309
SH
SOLE
0
0
19309
PRUDENTIAL FINANCIAL
COM
744320102
24
210
SH
SOLE
0
0
210
VODAFONE GROUP
COM
92857W308
5
164
SH
SOLE
0
0
164
COSTCO WHOLESALE
COM
22160K105
93
494
SH
SOLE
0
0
494
ZIMMER BIOMET
COM
98956P102
27
217
SH
SOLE
0
0
217
GOLD FIELDS
COM
38059T106
7
1838
SH
SOLE
0
0
1838
SIBANYE STILLWATER
COM
825724206
3
723
SH
SOLE
0
0
723
EPR PROPERTIES
COM
26884U109
13
212
SH
SOLE
0
0
212
ANGLOGOLD ASHANTI
COM
035128206
1
118
SH
SOLE
0
0
118
MB FINANCIAL
COM
55264U108
33
750
SH
SOLE
0
0
750
AMERICAN EXPRESS
COM
025816109
20
200
SH
SOLE
0
0
200
CORNING INC
COM
219350105
6
200
SH
SOLE
0
0
200
EMERSON ELECTRIC
COM
291011104
21
300
SH
SOLE
0
0
300
EOG RESOURCES
COM
26875P101
22
200
SH
SOLE
0
0
200
FACEBOOK INC
COM
30303M102
36
194
SH
SOLE
0
0
194
GRUBHUB INC
COM
400110102
7
100
SH
SOLE
0
0
100
HILLENBRAND INC
COM
431571108
4
100
SH
SOLE
0
0
100
LOCKHEED MARTIN
COM
539830109
32
100
SH
SOLE
0
0
100
MONSANTO COMPANY
COM
61166W101
11
100
SH
SOLE
0
0
100
UNITEDHEALTH GROUP
COM
91324P102
22
100
SH
SOLE
0
0
100
VISA INC
COM
92826C839
11
100
SH
SOLE
0
0
100
WELLCARE HEALTHPLANS
COM
94946T106
20
100
SH
SOLE
0
0
100
AMERICAN AIRLINES
COM
02376R102
9
178
SH
SOLE
0
0
178
CENTERPOINT ENERGY
COM
15189T107
134
4779
SH
SOLE
0
0
4779
CLOROX COMPANY
COM
189054109
117
800
SH
SOLE
0
0
800
EDISON INTL
COM
281020107
12
200
SH
SOLE
0
0
200
NEWS CORP
COM
65249B109
9
553
SH
SOLE
0
0
553
NRG ENERGY
COM
629377508
0
9
SH
SOLE
0
0
9
TWENTY FIRST
COM
90130A101
80
2214
SH
SOLE
0
0
2214
DEUTSCHE MUNICIPAL
ETF
25160C106
71
6000
SH
SOLE
0
0
6000
CARNIVAL PLC
COM
14365C103
3
50
SH
SOLE
0
0
50
NUVEEN SELECT
ETF
67061T101
15
1498
SH
SOLE
0
0
1498
BOARDWALK PIPELINE
ETF
096627104
7
600
SH
SOLE
0
0
600
DEERE & COMPANY
COM
244199105
33
208
SH
SOLE
0
0
208
DIAGEO PLC
COM
25243Q205
21
150
SH
SOLE
0
0
150
ENBRIDGE ENERGY
ETF
29250R106
17
1200
SH
SOLE
0
0
1200
ENERGY TRANSFER
ETF
29278N103
23
1200
SH
SOLE
0
0
1200
ENTERPRISE PRODUCTS
ETF
293792107
55
2000
SH
SOLE
0
0
2000
MAGELLAN MIDSTREAM
ETF
559080106
121
1675
SH
SOLE
0
0
1675
NATURAL RESOURCE
COM
63900P608
2
80
SH
SOLE
0
0
80
PHILIP MORRIS
COM
718172109
77
748
SH
SOLE
0
0
748
PLAINS ALL
ETF
726503105
40
1800
SH
SOLE
0
0
1800
GOLDCORP INC
COM
380956409
10
750
SH
SOLE
0
0
750
BRIGHTHOUSE FINANCIAL
COM
10922N103
0
8
SH
SOLE
0
0
8
METLIFE INC
COM
59156R108
4
91
SH
SOLE
0
0
91
BLACKSTONE GROUP
ETF
09253U108
2
70
SH
SOLE
0
0
70
BP PLC
COM
055622104
6
157
SH
SOLE
0
0
157
H&E EQUIPMENT
COM
404030108
3
100
SH
SOLE
0
0
100
ROYAL DUTCH
COM
780259107
7
108
SH
SOLE
0
0
108
PRAXAIR INC
COM
74005P104
4
30
SH
SOLE
0
0
30
CITIGROUP INC
COM
172967424
20
270
SH
SOLE
0
0
270
TRAVELERS COMPANIES
COM
89417E109
26
199
SH
SOLE
0
0
199
DANAHER CORP
COM
235851102
53
558
SH
SOLE
0
0
558
FORTIVE CORP
COM
34959J108
20
277
SH
SOLE
0
0
277
POWERSHARES DYNAMIC
ETF
73935X286
102
1691
SH
SOLE
0
0
1691
CALIFORNIA RESOURCES
COM
13057Q206
1
63
SH
SOLE
0
0
63
OCCIDENTAL PETROLEUM
COM
674599105
80
1076
SH
SOLE
0
0
1076
CONSOLIDATED EDISON
COM
209115104
20
244
SH
SOLE
0
0
244
DUKE ENERGY
COM
26441C204
15
188
SH
SOLE
0
0
188
ENBRIDGE INC
COM
29250N105
10
259
SH
SOLE
0
0
259
NISOURCE INC
COM
65473P105
22
912
SH
SOLE
0
0
912
CISCO SYSTEMS
COM
17275R102
4
120
SH
SOLE
0
0
120
ARMADA HOFFLER
COM
04208T108
12
885
SH
SOLE
0
0
885
BORG WARNER
COM
099724106
4
89
SH
SOLE
0
0
89
DISCOVER FINANCIAL
COM
254709108
96
1250
SH
SOLE
0
0
1250
FORD MOTOR
COM
345370860
4
342
SH
SOLE
0
0
342
MORGAN STANLEY
COM
617446448
132
2500
SH
SOLE
0
0
2500
FLEXSHARES MORNINGSTAR
ETF
33939L100
17
150
SH
SOLE
0
0
150
WESTAR ENERGY INC
COM
95709T100
4
84
SH
SOLE
0
0
84
CELGENE CORP
COM
151020104
89
859
SH
SOLE
0
0
859
QUALCOMM INC
COM
747525103
76
1152
SH
SOLE
0
0
1152
ALTRIA GROUP
COM
02209S103
56
797
SH
SOLE
0
0
797
ESSENDANT INC
COM
296689102
6
660
SH
SOLE
0
0
660
UNILEVER N V
COM
904784709
53
952
SH
SOLE
0
0
952
UNITED TECHNOLOGIES
COM
913017109
20
154
SH
SOLE
0
0
154
UNITED PARCEL
COM
911312106
25
200
SH
SOLE
0
0
200
WELLS FARGO & CO
COM
949746101
12
205
SH
SOLE
0
0
205
ETFS PHYSICAL
ETF
26922W109
18
274
SH
SOLE
0
0
274
MOSAIC COMPANY
COM
61945C103
3
143
SH
SOLE
0
0
143
COEUR MINING
COM
192108504
7
992
SH
SOLE
0
0
992
TESLA INC
COM
88160R101
20
61
SH
SOLE
0
0
61
CATERPILLAR INC
COM
149123101
4
26
SH
SOLE
0
0
26
PIMCO ACTIVE
ETF
72201R775
8
83
SH
SOLE
0
0
83
TWITTER INC
COM
90184L102
4
165
SH
SOLE
0
0
165