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