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
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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
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SOLE
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ADVANCE AUTO PARTS INC
COM
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1893
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SOLE
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1893
AEGON N V
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68
23867
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AIR PRODS & CHEMS INC
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COM
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317
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340
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COM
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5674
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AMAZON COM INC
COM
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3586
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COM
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296
3269
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COM
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443
1819
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AMGEN INC
COM
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480
2079
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AON PLC
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APPLE INC
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BK OF AMERICA CORP
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BLACKROCK ENHANCED EQUITY DI
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COM
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05588W108
168
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
11135F101
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5345
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CATERPILLAR INC DEL
COM
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345
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CBRE CLARION GLOBAL REAL EST
COM
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CHEVRON CORP NEW
COM
166764100
1816
25332
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CISCO SYS INC
COM
17275R102
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CITIGROUP INC
COM NEW
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457
10509
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CLOUGH GLOBAL OPPORTUNITIES
SH BEN INT
18914E106
232
24191
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COM
191216100
617
12270
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COMCAST CORP NEW
CL A
20030N101
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37255
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SOLE
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CONAGRA BRANDS INC
COM
205887102
290
7805
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CONSOLIDATED EDISON INC
COM
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418
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206
1144
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COSTCO WHSL CORP NEW
COM
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CROWN CASTLE INTL CORP NEW
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CSX CORP
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CVS HEALTH CORP
COM
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D R HORTON INC
COM
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DANAHER CORPORATION
COM
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288
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DIAGEO PLC
SPON ADR NEW
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DIGITAL RLTY TR INC
COM
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DISNEY WALT CO
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254687106
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DOLLAR GEN CORP NEW
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DOVER CORP
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293
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DOW INC
COM
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226
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DUKE ENERGY CORP NEW
COM NEW
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246
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EATON VANCE TX ADV GLBL DIV
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343
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EBAY INC.
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231
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ECOLAB INC
COM
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335
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EDWARDS LIFESCIENCES CORP
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28176E108
260
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ELECTRONIC ARTS INC
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EMERSON ELEC CO
COM
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302
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29364G103
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EXPEDITORS INTL WASH INC
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312
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EXXON MOBIL CORP
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30231G102
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FACEBOOK INC
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31428X106
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GROUP 1 AUTOMOTIVE INC
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216
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HONEYWELL INTL INC
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SPON ADR CL A
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478160104
2613
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SHS
G51502105
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COM
46625H100
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NY REG SH NEW
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313
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COM
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481
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COM
534187109
255
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LINDE PLC
SHS
G5494J103
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0
0
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LOCKHEED MARTIN CORP
COM
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1513
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0
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LOWES COS INC
COM
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LULULEMON ATHLETICA INC
COM
550021109
234
710
SH
SOLE
0
0
710
MANNKIND CORP
COM NEW
56400P706
1004
499492
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SOLE
0
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MARATHON PETE CORP
COM
56585A102
461
15769
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SOLE
0
0
15769
MARKETAXESS HLDGS INC
COM
57060D108
207
376
SH
SOLE
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376
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57636Q104
521
1570
SH
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0
0
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MCDONALDS CORP
COM
580135101
378
1663
SH
SOLE
0
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MEDTRONIC PLC
SHS
G5960L103
2026
18562
SH
SOLE
0
0
18562
MERCK & CO. INC
COM
58933Y105
1839
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SH
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0
0
23502
METLIFE INC
COM
59156R108
818
20785
SH
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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
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SOLE
0
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NATIONAL GRID PLC
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636274409
307
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SOLE
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NETEASE INC
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64110W102
254
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NETFLIX INC
COM
64110L106
1109
2111
SH
SOLE
0
0
2111
NEXTERA ENERGY INC
COM
65339F101
343
1138
SH
SOLE
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0
1138
NIKE INC
CL B
654106103
335
2611
SH
SOLE
0
0
2611
NORFOLK SOUTHN CORP
COM
655844108
257
1189
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SOLE
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1189
NORTHROP GRUMMAN CORP
COM
666807102
1109
3588
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SOLE
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NOVARTIS AG
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66987V109
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ADR
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6579
NRG ENERGY INC
COM NEW
629377508
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0
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NUVEEN ARIZONA QLTY MUN INC
COM
67061W104
168
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NVIDIA CORPORATION
COM
67066G104
1394
2553
SH
SOLE
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2553
ORACLE CORP
COM
68389X105
595
9961
SH
SOLE
0
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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
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0
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PROGRESSIVE CORP
COM
743315103
217
2291
SH
SOLE
0
0
2291
PROLOGIS INC.
COM
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1577
15236
SH
SOLE
0
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PRUDENTIAL PLC
ADR
74435K204
307
10816
SH
SOLE
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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