Chief Compliance Officer

0001085146-20-002628.txt : 20201023 0001085146-20-002628.hdr.sgml : 20201023 20201023170506 ACCESSION NUMBER: 0001085146-20-002628 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201023 DATE AS OF CHANGE: 20201023 EFFECTIVENESS DATE: 20201023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 180 WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001730817 IRS NUMBER: 821014572 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18433 FILM NUMBER: 201258386 BUSINESS ADDRESS: STREET 1: 32125 32ND AVENUE SOUTH, SUITE 100 CITY: FEDERAL WAY STATE: WA ZIP: 98001 BUSINESS PHONE: (253) 394-0720 MAIL ADDRESS: STREET 1: 32125 32ND AVENUE SOUTH, SUITE 100 CITY: FEDERAL WAY STATE: WA ZIP: 98001 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730817 XXXXXXXX 09-30-2020 09-30-2020 false 180 WEALTH ADVISORS, LLC

32125 32ND AVENUE SOUTH, SUITE 100 FEDERAL WAY WA 98001

13F HOLDINGS REPORT 028-18433 N Richard Buchan Chief Compliance Officer 253-394-0720 /s/ Richard Buchan Federal Way WA 10-23-2020 0 265 266707 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 222 1296 SH SOLE 0 0 1296 ABBOTT LABS COM 002824100 291 2687 SH SOLE 0 0 2687 ADOBE SYSTEMS INCORPORATED COM 00724F101 1488 3008 SH SOLE 0 0 3008 ADVANCE AUTO PARTS INC COM 00751Y106 290 1893 SH SOLE 0 0 1893 AEGON N V NY REGISTRY SHS 007924103 68 23867 SH SOLE 0 0 23867 AIR PRODS & CHEMS INC COM 009158106 454 1541 SH SOLE 0 0 1541 ALASKA AIR GROUP INC COM 011659109 317 7932 SH SOLE 0 0 7932 ALEXION PHARMACEUTICALS INC COM 015351109 280 2256 SH SOLE 0 0 2256 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1726 5571 SH SOLE 0 0 5571 ALLIANZGI CONV INCOME FD COM 018828103 52 11000 SH SOLE 0 0 11000 ALLSTATE CORP COM 020002101 983 10796 SH SOLE 0 0 10796 ALPHABET INC CAP STK CL A 02079K305 2696 1738 SH SOLE 0 0 1738 ALPHABET INC CAP STK CL C 02079K107 529 340 SH SOLE 0 0 340 ALTRIA GROUP INC COM 02209S103 220 5674 SH SOLE 0 0 5674 AMAZON COM INC COM 023135106 11536 3586 SH SOLE 0 0 3586 AMERICAN ELEC PWR CO INC COM 025537101 296 3269 SH SOLE 0 0 3269 AMERICAN TOWER CORP NEW COM 03027X100 443 1819 SH SOLE 0 0 1819 AMGEN INC COM 031162100 480 2079 SH SOLE 0 0 2079 AON PLC SHS CL A G0403H108 408 1977 SH SOLE 0 0 1977 APPLE INC COM 037833100 10848 92314 SH SOLE 0 0 92314 APPLIED MATLS INC COM 038222105 1024 16454 SH SOLE 0 0 16454 ASML HOLDING N V N Y REGISTRY SHS N07059210 428 1113 SH SOLE 0 0 1113 AT&T INC COM 00206R102 1769 66124 SH SOLE 0 0 66124 ATLASSIAN CORP PLC CL A G06242104 203 964 SH SOLE 0 0 964 ATMOS ENERGY CORP COM 049560105 1000 10604 SH SOLE 0 0 10604 AUTOMATIC DATA PROCESSING IN COM 053015103 364 2485 SH SOLE 0 0 2485 BANK NOVA SCOTIA B C COM 064149107 208 4919 SH SOLE 0 0 4919 BAXTER INTL INC COM 071813109 410 5059 SH SOLE 0 0 5059 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1182 5626 SH SOLE 0 0 5626 BK OF AMERICA CORP COM 060505104 503 20833 SH SOLE 0 0 20833 BLACKROCK ENHANCED EQUITY DI COM 09251A104 131 17892 SH SOLE 0 0 17892 BLACKROCK INC COM 09247X101 1452 2251 SH SOLE 0 0 2251 BNY MELLON STRATEGIC MUNS IN COM 05588W108 168 20324 SH SOLE 0 0 20324 BOEING CO COM 097023105 2434 14553 SH SOLE 0 0 14553 BRISTOL-MYERS SQUIBB CO COM 110122108 1228 20249 SH SOLE 0 0 20249 BROADCOM INC COM 11135F101 2015 5345 SH SOLE 0 0 5345 CATERPILLAR INC DEL COM 149123101 345 2041 SH SOLE 0 0 2041 CBRE CLARION GLOBAL REAL EST COM 12504G100 786 132255 SH SOLE 0 0 132255 CHEVRON CORP NEW COM 166764100 1816 25332 SH SOLE 0 0 25332 CISCO SYS INC COM 17275R102 1382 35252 SH SOLE 0 0 35252 CITIGROUP INC COM NEW 172967424 457 10509 SH SOLE 0 0 10509 CLOUGH GLOBAL OPPORTUNITIES SH BEN INT 18914E106 232 24191 SH SOLE 0 0 24191 COCA COLA CO COM 191216100 617 12270 SH SOLE 0 0 12270 COMCAST CORP NEW CL A 20030N101 1649 37255 SH SOLE 0 0 37255 CONAGRA BRANDS INC COM 205887102 290 7805 SH SOLE 0 0 7805 CONSOLIDATED EDISON INC COM 209115104 418 5187 SH SOLE 0 0 5187 CONSTELLATION BRANDS INC CL A 21036P108 206 1144 SH SOLE 0 0 1144 COSTCO WHSL CORP NEW COM 22160K105 4228 11176 SH SOLE 0 0 11176 CROWN CASTLE INTL CORP NEW COM 22822V101 224 1363 SH SOLE 0 0 1363 CSX CORP COM 126408103 442 5515 SH SOLE 0 0 5515 CVS HEALTH CORP COM 126650100 1375 23131 SH SOLE 0 0 23131 D R HORTON INC COM 23331A109 547 7142 SH SOLE 0 0 7142 DANAHER CORPORATION COM 235851102 288 1267 SH SOLE 0 0 1267 DIAGEO PLC SPON ADR NEW 25243Q205 401 2931 SH SOLE 0 0 2931 DIGITAL RLTY TR INC COM 253868103 315 2024 SH SOLE 0 0 2024 DISNEY WALT CO COM DISNEY 254687106 1485 11888 SH SOLE 0 0 11888 DOLLAR GEN CORP NEW COM 256677105 1720 7900 SH SOLE 0 0 7900 DOVER CORP COM 260003108 293 2569 SH SOLE 0 0 2569 DOW INC COM 260557103 226 4574 SH SOLE 0 0 4574 DUKE ENERGY CORP NEW COM NEW 26441C204 246 2670 SH SOLE 0 0 2670 EATON VANCE TX ADV GLBL DIV COM 27828S101 343 22530 SH SOLE 0 0 22530 EBAY INC. COM 278642103 231 4259 SH SOLE 0 0 4259 ECOLAB INC COM 278865100 335 1649 SH SOLE 0 0 1649 EDWARDS LIFESCIENCES CORP COM 28176E108 260 3077 SH SOLE 0 0 3077 ELECTRONIC ARTS INC COM 285512109 387 3036 SH SOLE 0 0 3036 EMERSON ELEC CO COM 291011104 302 4311 SH SOLE 0 0 4311 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 136 23000 SH SOLE 0 0 23000 ENTERGY CORP NEW COM 29364G103 246 2314 SH SOLE 0 0 2314 EXPEDITORS INTL WASH INC COM 302130109 312 3327 SH SOLE 0 0 3327 EXXON MOBIL CORP COM 30231G102 619 18374 SH SOLE 0 0 18374 FACEBOOK INC CL A 30303M102 2322 8678 SH SOLE 0 0 8678 FEDEX CORP COM 31428X106 239 833 SH SOLE 0 0 833 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 419 14795 SH SOLE 0 0 14795 FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832 481 14511 SH SOLE 0 0 14511 FIDUCIARY CLAYMORE ENGRY INF COM 31647Q205 190 24680 SH SOLE 0 0 24680 FIFTH THIRD BANCORP COM 316773100 264 11131 SH SOLE 0 0 11131 FORD MTR CO DEL COM 345370860 252 32619 SH SOLE 0 0 32619 FORTINET INC COM 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MSCI EAFE MIN VL 46429B689 456 6669 SH SOLE 0 0 6669 ISHARES TR CORE MSCI EAFE 46432F842 2733 44560 SH SOLE 0 0 44560 ISHARES TR MSCI EMG MKT ETF 464287234 394 8589 SH SOLE 0 0 8589 ISHARES TR CORE S&P TTL STK 464287150 393 5056 SH SOLE 0 0 5056 ISHARES TR 0-5 YR TIPS ETF 46429B747 2448 23605 SH SOLE 0 0 23605 ISHARES TR 1 3 YR TREAS BD 464287457 1193 13802 SH SOLE 0 0 13802 ISHARES TR TIPS BD ETF 464287176 859 6825 SH SOLE 0 0 6825 ISHARES TR US TREAS BD ETF 46429B267 322 11626 SH SOLE 0 0 11626 ISHARES TR SHRT NAT MUN ETF 464288158 281 2609 SH SOLE 0 0 2609 ISHARES TR IBOXX INV CP ETF 464287242 350 2598 SH SOLE 0 0 2598 ISHARES TR EAFE VALUE ETF 464288877 2797 68279 SH SOLE 0 0 68279 ISHARES TR MBS ETF 464288588 1005 9128 SH SOLE 0 0 9128 ISHARES TR CORE S&P500 ETF 464287200 544 1579 SH SOLE 0 0 1579 ISHARES TR CORE HIGH DV ETF 46429B663 1338 16516 SH SOLE 0 0 16516 ISHARES TR CORE S&P SCP ETF 464287804 385 5101 SH SOLE 0 0 5101 ISHARES TR ESG AWR MSCI USA 46435G425 287 3665 SH SOLE 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INC COM 58933Y105 1839 23502 SH SOLE 0 0 23502 METLIFE INC COM 59156R108 818 20785 SH SOLE 0 0 20785 MICROCHIP TECHNOLOGY INC. COM 595017104 232 2086 SH SOLE 0 0 2086 MICROSOFT CORP COM 594918104 23777 110770 SH SOLE 0 0 110770 MORGAN STANLEY COM NEW 617446448 433 8414 SH SOLE 0 0 8414 NATIONAL GRID PLC SPONSORED ADR NE 636274409 307 5067 SH SOLE 0 0 5067 NETEASE INC SPONSORED ADS 64110W102 254 2875 SH SOLE 0 0 2875 NETFLIX INC COM 64110L106 1109 2111 SH SOLE 0 0 2111 NEXTERA ENERGY INC COM 65339F101 343 1138 SH SOLE 0 0 1138 NIKE INC CL B 654106103 335 2611 SH SOLE 0 0 2611 NORFOLK SOUTHN CORP COM 655844108 257 1189 SH SOLE 0 0 1189 NORTHROP GRUMMAN CORP COM 666807102 1109 3588 SH SOLE 0 0 3588 NOVARTIS AG SPONSORED ADR 66987V109 398 4646 SH SOLE 0 0 4646 NOVO-NORDISK A S ADR 670100205 469 6579 SH SOLE 0 0 6579 NRG ENERGY INC COM NEW 629377508 327 9852 SH SOLE 0 0 9852 NUVEEN ARIZONA QLTY MUN INC COM 67061W104 168 11321 SH SOLE 0 0 11321 NVIDIA CORPORATION COM 67066G104 1394 2553 SH SOLE 0 0 2553 ORACLE CORP COM 68389X105 595 9961 SH SOLE 0 0 9961 OREILLY AUTOMOTIVE INC COM 67103H107 659 1404 SH SOLE 0 0 1404 PARKER-HANNIFIN CORP COM 701094104 251 1122 SH SOLE 0 0 1122 PAYCHEX INC COM 704326107 252 3061 SH SOLE 0 0 3061 PAYPAL HLDGS INC COM 70450Y103 1005 4978 SH SOLE 0 0 4978 PEPSICO INC COM 713448108 446 3195 SH SOLE 0 0 3195 PFIZER INC COM 717081103 1722 45925 SH SOLE 0 0 45925 PROCTER AND GAMBLE CO COM 742718109 1176 8257 SH SOLE 0 0 8257 PROGRESSIVE CORP COM 743315103 217 2291 SH SOLE 0 0 2291 PROLOGIS INC. COM 74340W103 1577 15236 SH SOLE 0 0 15236 PRUDENTIAL PLC ADR 74435K204 307 10816 SH SOLE 0 0 10816 PUBLIC STORAGE COM 74460D109 267 1144 SH SOLE 0 0 1144 QUALCOMM INC COM 747525103 501 3902 SH SOLE 0 0 3902 QUEST DIAGNOSTICS INC COM 74834L100 221 1791 SH SOLE 0 0 1791 RAYTHEON TECHNOLOGIES CORP COM 75513E101 816 13324 SH SOLE 0 0 13324 REALTY INCOME CORP COM 756109104 253 4285 SH SOLE 0 0 4285 ROBERT HALF INTL INC COM 770323103 207 3669 SH SOLE 0 0 3669 ROYAL BK CDA COM 780087102 531 7266 SH SOLE 0 0 7266 SALESFORCE COM INC COM 79466L302 1471 5745 SH SOLE 0 0 5745 SANOFI SPONSORED ADR 80105N105 256 5134 SH SOLE 0 0 5134 SCHWAB CHARLES CORP COM 808513105 1178 30110 SH SOLE 0 0 30110 SEA LTD SPONSORD ADS 81141R100 271 1622 SH SOLE 0 0 1622 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 538 4507 SH SOLE 0 0 4507 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 454 4267 SH SOLE 0 0 4267 SERVICENOW INC COM 81762P102 379 731 SH SOLE 0 0 731 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 123 10223 SH SOLE 0 0 10223 SK TELECOM LTD SPONSORED ADR 78440P108 306 13547 SH SOLE 0 0 13547 SKYWORKS SOLUTIONS INC COM 83088M102 213 1397 SH SOLE 0 0 1397 SNAP ON INC COM 833034101 213 1376 SH SOLE 0 0 1376 SONY CORP SPONSORED ADR 835699307 263 3484 SH SOLE 0 0 3484 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 497 1755 SH SOLE 0 0 1755 SPDR GOLD TR GOLD SHS 78463V107 666 3713 SH SOLE 0 0 3713 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 625 18444 SH SOLE 0 0 18444 SPDR S&P 500 ETF TR TR UNIT 78462F103 218 634 SH SOLE 0 0 634 STANLEY BLACK & DECKER INC COM 854502101 235 1335 SH SOLE 0 0 1335 STARBUCKS CORP COM 855244109 4132 46688 SH SOLE 0 0 46688 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 78 13999 SH SOLE 0 0 13999 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 626 7090 SH SOLE 0 0 7090 TARGET CORP COM 87612E106 371 2251 SH SOLE 0 0 2251 TE CONNECTIVITY LTD REG SHS H84989104 330 3109 SH SOLE 0 0 3109 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 1012 57125 SH SOLE 0 0 57125 TESLA INC COM 88160R101 717 1700 SH SOLE 0 0 1700 TEXAS INSTRS INC COM 882508104 461 3060 SH SOLE 0 0 3060 THERMO FISHER SCIENTIFIC INC COM 883556102 2367 5088 SH SOLE 0 0 5088 THOMSON REUTERS CORP. COM NEW 884903709 425 5157 SH SOLE 0 0 5157 TJX COS INC NEW COM 872540109 333 6064 SH SOLE 0 0 6064 T-MOBILE US INC COM 872590104 470 4153 SH SOLE 0 0 4153 TORONTO DOMINION BK ONT COM NEW 891160509 453 10042 SH SOLE 0 0 10042 TORTOISE ENERGY INFRA CORP COM 89147L886 1123 68415 SH SOLE 0 0 68415 TOTAL SE SPONSORED ADS 89151E109 253 7594 SH SOLE 0 0 7594 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 341 2599 SH SOLE 0 0 2599 TRANE TECHNOLOGIES PLC SHS G8994E103 224 1740 SH SOLE 0 0 1740 TRUIST FINL CORP COM 89832Q109 223 5306 SH SOLE 0 0 5306 UNILEVER N V N Y SHS NEW 904784709 235 3810 SH SOLE 0 0 3810 UNION PAC CORP COM 907818108 1575 7615 SH SOLE 0 0 7615 UNITED PARCEL SERVICE INC CL B 911312106 607 3470 SH SOLE 0 0 3470 UNITEDHEALTH GROUP INC COM 91324P102 1784 5517 SH SOLE 0 0 5517 V F CORP COM 918204108 246 3398 SH SOLE 0 0 3398 VANGUARD BD INDEX FDS INTERMED TERM 921937819 376 4040 SH SOLE 0 0 4040 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5104 61571 SH SOLE 0 0 61571 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 292 3322 SH SOLE 0 0 3322 VANGUARD INDEX FDS GROWTH ETF 922908736 296 1265 SH SOLE 0 0 1265 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1007 8469 SH SOLE 0 0 8469 VANGUARD INDEX FDS VALUE ETF 922908744 332 3098 SH SOLE 0 0 3098 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1805 10279 SH SOLE 0 0 10279 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1519 14328 SH SOLE 0 0 14328 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1000 3170 SH SOLE 0 0 3170 VANGUARD INDEX FDS MID CAP ETF 922908629 350 1900 SH SOLE 0 0 1900 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1171 14114 SH SOLE 0 0 14114 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3334 74010 SH SOLE 0 0 74010 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 223 4397 SH SOLE 0 0 4397 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 471 8705 SH SOLE 0 0 8705 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 660 10647 SH SOLE 0 0 10647 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 408 4916 SH SOLE 0 0 4916 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 580 4465 SH SOLE 0 0 4465 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 218 2279 SH SOLE 0 0 2279 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6912 52143 SH SOLE 0 0 52143 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 205 4928 SH SOLE 0 0 4928 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5087 61249 SH SOLE 0 0 61249 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4048 54585 SH SOLE 0 0 54585 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 238 972 SH SOLE 0 0 972 VANGUARD WORLD FDS MATERIALS ETF 92204A801 657 4677 SH SOLE 0 0 4677 VANGUARD WORLD FDS INF TECH ETF 92204A702 819 2549 SH SOLE 0 0 2549 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 237 1552 SH SOLE 0 0 1552 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 373 3604 SH SOLE 0 0 3604 VEEVA SYS INC CL A COM 922475108 230 759 SH SOLE 0 0 759 VERIZON COMMUNICATIONS INC COM 92343V104 1283 22416 SH SOLE 0 0 22416 VERTEX PHARMACEUTICALS INC COM 92532F100 227 1056 SH SOLE 0 0 1056 VISA INC COM CL A 92826C839 2129 10771 SH SOLE 0 0 10771 VMWARE INC CL A COM 928563402 272 1817 SH SOLE 0 0 1817 WALMART INC COM 931142103 2405 16710 SH SOLE 0 0 16710 WESTERN UN CO COM 959802109 981 45287 SH SOLE 0 0 45287 WIPRO LTD SPON ADR 1 SH 97651M109 163 32312 SH SOLE 0 0 32312 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1197 52974 SH SOLE 0 0 52974 WIX COM LTD SHS M98068105 231 830 SH SOLE 0 0 830 WORKDAY INC CL A 98138H101 279 1244 SH SOLE 0 0 1244 XILINX INC COM 983919101 209 1824 SH SOLE 0 0 1824 ZIMMER BIOMET HOLDINGS INC COM 98956P102 247 1740 SH SOLE 0 0 1740 ZOETIS INC CL A 98978V103 784 4911 SH SOLE 0 0 4911