Chief Compliance Officer

0001085146-20-001044.txt : 20200409 0001085146-20-001044.hdr.sgml : 20200409 20200409090926 ACCESSION NUMBER: 0001085146-20-001044 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200409 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200409 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: 20783311 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 03-31-2020 03-31-2020 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 04-07-2020 0 220 192652 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 218 2746 SH SOLE 0 0 2746 ADOBE INC COM 00724F101 987 3246 SH SOLE 0 0 3246 AEGON N V NY REGISTRY SHS 007924103 51 22299 SH SOLE 0 0 22299 AIR PRODS & CHEMS INC COM 009158106 297 1528 SH SOLE 0 0 1528 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 984 5207 SH SOLE 0 0 5207 ALLIANZGI CONV INCOME FD COM 018828103 33 10000 SH SOLE 0 0 10000 ALPHABET INC CAP STK CL A 02079K305 2121 1899 SH SOLE 0 0 1899 ALPHABET INC CAP STK CL C 02079K107 455 406 SH SOLE 0 0 406 ALTRIA GROUP INC COM 02209S103 202 5574 SH SOLE 0 0 5574 AMAZON COM INC COM 023135106 7437 3876 SH SOLE 0 0 3876 AMERICAN ELEC PWR CO INC COM 025537101 266 3463 SH SOLE 0 0 3463 AMERICAN TOWER CORP NEW COM 03027X100 421 1908 SH SOLE 0 0 1908 AMGEN INC COM 031162100 456 2185 SH SOLE 0 0 2185 APPLE INC COM 037833100 6041 24666 SH SOLE 0 0 24666 APPLIED MATLS INC COM 038222105 589 13614 SH SOLE 0 0 13614 ASML HOLDING N V N Y REGISTRY SHS N07059210 302 1221 SH SOLE 0 0 1221 AT&T INC COM 00206R102 1731 60183 SH SOLE 0 0 60183 ATMOS ENERGY CORP COM 049560105 907 9311 SH SOLE 0 0 9311 AUTOMATIC DATA PROCESSING IN COM 053015103 444 3372 SH SOLE 0 0 3372 BAXTER INTL INC COM 071813109 416 5059 SH SOLE 0 0 5059 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 942 5242 SH SOLE 0 0 5242 BK OF AMERICA CORP COM 060505104 440 21408 SH SOLE 0 0 21408 BLACKROCK ENHANCED EQUITY DI COM 09251A104 111 17681 SH SOLE 0 0 17681 BLACKROCK INC COM 09247X101 663 1555 SH SOLE 0 0 1555 BNY MELLON STRATEGIC MUNS IN COM 05588W108 144 19914 SH SOLE 0 0 19914 BOEING CO COM 097023105 1602 12999 SH SOLE 0 0 12999 BP PLC SPONSORED ADR 055622104 209 8013 SH SOLE 0 0 8013 BRISTOL-MYERS SQUIBB CO COM 110122108 1049 19009 SH SOLE 0 0 19009 BROADCOM INC COM 11135F101 1123 4736 SH SOLE 0 0 4736 CARMAX INC COM 143130102 269 5350 SH SOLE 0 0 5350 CATERPILLAR INC DEL COM 149123101 474 4060 SH SOLE 0 0 4060 CBRE CLARION GLOBAL REAL EST COM 12504G100 57 11591 SH SOLE 0 0 11591 CENTERPOINT ENERGY INC COM 15189T107 594 42071 SH SOLE 0 0 42071 CHEVRON CORP NEW COM 166764100 1948 25597 SH SOLE 0 0 25597 CHUBB LIMITED COM H1467J104 492 4642 SH SOLE 0 0 4642 CISCO SYS INC COM 17275R102 933 23434 SH SOLE 0 0 23434 CITIGROUP INC COM NEW 172967424 470 11989 SH SOLE 0 0 11989 CLEVELAND CLIFFS INC COM 185899101 90 24158 SH SOLE 0 0 24158 CLOUGH GLOBAL OPPORTUNITIES SH BEN INT 18914E106 167 24422 SH SOLE 0 0 24422 COCA COLA CO COM 191216100 612 13927 SH SOLE 0 0 13927 COMCAST CORP NEW CL A 20030N101 1151 33489 SH SOLE 0 0 33489 CONSOLIDATED EDISON INC COM 209115104 409 5187 SH SOLE 0 0 5187 COSTCO WHSL CORP NEW COM 22160K105 3327 11413 SH SOLE 0 0 11413 CROWN CASTLE INTL CORP NEW COM 22822V101 227 1552 SH SOLE 0 0 1552 CVS HEALTH CORP COM 126650100 1085 19580 SH SOLE 0 0 19580 D R HORTON INC COM 23331A109 653 20024 SH SOLE 0 0 20024 DIAGEO P L C SPON ADR NEW 25243Q205 370 2993 SH SOLE 0 0 2993 DIGITAL RLTY TR INC COM 253868103 280 2075 SH SOLE 0 0 2075 DISNEY WALT CO COM DISNEY 254687106 1158 11944 SH SOLE 0 0 11944 DOLLAR GEN CORP NEW COM 256677105 1256 7863 SH SOLE 0 0 7863 DOVER CORP COM 260003108 212 2625 SH SOLE 0 0 2625 DUKE ENERGY CORP NEW COM NEW 26441C204 212 2670 SH SOLE 0 0 2670 DUPONT DE NEMOURS INC COM 26614N102 454 13959 SH SOLE 0 0 13959 EATON VANCE TX ADV GLBL DIV COM 27828S101 249 22077 SH SOLE 0 0 22077 ECOLAB INC COM 278865100 258 1694 SH SOLE 0 0 1694 EDWARDS LIFESCIENCES CORP COM 28176E108 317 1715 SH SOLE 0 0 1715 ELECTRONIC ARTS INC COM 285512109 248 2428 SH SOLE 0 0 2428 EMERSON ELEC CO COM 291011104 223 4677 SH SOLE 0 0 4677 ENTERGY CORP NEW COM 29364G103 215 2437 SH SOLE 0 0 2437 EXPEDITORS INTL WASH INC COM 302130109 225 3327 SH SOLE 0 0 3327 EXXON MOBIL CORP COM 30231G102 718 17768 SH SOLE 0 0 17768 FACEBOOK INC CL A 30303M102 1502 9497 SH SOLE 0 0 9497 FIDELITY COVINGTON TR DIVID ETF RISI 316092832 480 18618 SH SOLE 0 0 18618 FIDELITY COVINGTON TR HIGH DIVID ETF 316092840 308 13703 SH SOLE 0 0 13703 FIDUCIARY CLAYMORE ENGRY INF COM 31647Q106 95 69822 SH SOLE 0 0 69822 FIFTH THIRD BANCORP COM 316773100 171 11960 SH SOLE 0 0 11960 FORD MTR CO DEL COM 345370860 148 34015 SH SOLE 0 0 34015 FORTINET INC COM 34959E109 345 3417 SH SOLE 0 0 3417 GABELLI DIVID & INCOME TR COM 36242H104 202 14005 SH SOLE 0 0 14005 GENERAL DYNAMICS CORP COM 369550108 419 3279 SH SOLE 0 0 3279 GENERAL ELECTRIC CO COM 369604103 501 72680 SH SOLE 0 0 72680 GENERAL MLS INC COM 370334104 316 5766 SH SOLE 0 0 5766 GENERAL MTRS CO COM 37045V100 445 24461 SH SOLE 0 0 24461 GENTEX CORP COM 371901109 884 42069 SH SOLE 0 0 42069 HOME DEPOT INC COM 437076102 1314 7245 SH SOLE 0 0 7245 HONEYWELL INTL INC COM 438516106 765 5757 SH SOLE 0 0 5757 HUMANA INC COM 444859102 267 891 SH SOLE 0 0 891 ILLINOIS TOOL WKS INC COM 452308109 222 1567 SH SOLE 0 0 1567 INTEL CORP COM 458140100 1273 23431 SH SOLE 0 0 23431 INTERCONTINENTAL EXCHANGE IN COM 45866F104 320 3939 SH SOLE 0 0 3939 INTERNATIONAL BUSINESS MACHS COM 459200101 980 8906 SH SOLE 0 0 8906 INTUIT COM 461202103 395 1753 SH SOLE 0 0 1753 INTUITIVE SURGICAL INC COM NEW 46120E602 347 742 SH SOLE 0 0 742 INVESCO ACTIVELY MANAGD ETF OPTIMUM YIELD 46090F100 267 22806 SH SOLE 0 0 22806 INVESCO QQQ TR UNIT SER 1 46090E103 350 1884 SH SOLE 0 0 1884 ISHARES INC CORE MSCI EMKT 46434G103 483 12041 SH SOLE 0 0 12041 ISHARES INC MIN VOL EMRG MKT 464286533 247 5315 SH SOLE 0 0 5315 ISHARES INC MSCI GBL GOLD MN 46434G855 1234 59121 SH SOLE 0 0 59121 ISHARES TR 0-5 YR TIPS ETF 46429B747 1158 11510 SH SOLE 0 0 11510 ISHARES TR 1 3 YR TREAS BD 464287457 1154 13325 SH SOLE 0 0 13325 ISHARES TR CORE DIV GRWTH 46434V621 4249 132622 SH SOLE 0 0 132622 ISHARES TR CORE HIGH DV ETF 46429B663 2707 37530 SH SOLE 0 0 37530 ISHARES TR CORE MSCI EAFE 46432F842 2619 54001 SH SOLE 0 0 54001 ISHARES TR CORE S&P MCP ETF 464287507 907 6626 SH SOLE 0 0 6626 ISHARES TR CORE S&P SCP ETF 464287804 835 15770 SH SOLE 0 0 15770 ISHARES TR CORE S&P TTL STK 464287150 1018 18274 SH SOLE 0 0 18274 ISHARES TR CORE S&P US VLU 464287663 3607 79881 SH SOLE 0 0 79881 ISHARES TR CORE S&P500 ETF 464287200 504 1996 SH SOLE 0 0 1996 ISHARES TR EAFE VALUE ETF 464288877 1628 46638 SH SOLE 0 0 46638 ISHARES TR FLTG RATE NT ETF 46429B655 734 15015 SH SOLE 0 0 15015 ISHARES TR GLOBAL 100 ETF 464287572 2871 65175 SH SOLE 0 0 65175 ISHARES TR GLOBAL REIT ETF 46434V647 1122 63253 SH SOLE 0 0 63253 ISHARES TR INTL SEL DIV ETF 464288448 2332 105614 SH SOLE 0 0 105614 ISHARES TR MBS ETF 464288588 947 8600 SH SOLE 0 0 8600 ISHARES TR MIN VOL EAFE ETF 46429B689 1456 24007 SH SOLE 0 0 24007 ISHARES TR MSCI CHINA ETF 46429B671 201 3526 SH SOLE 0 0 3526 ISHARES TR MSCI EMG MKT ETF 464287234 265 7848 SH SOLE 0 0 7848 ISHARES TR MSCI MIN VOL ETF 46429B697 2269 42736 SH SOLE 0 0 42736 ISHARES TR SELECT DIVID ETF 464287168 326 4593 SH SOLE 0 0 4593 ISHARES TR TIPS BD ETF 464287176 571 4746 SH SOLE 0 0 4746 ISHARES TR US TREAS BD ETF 46429B267 407 14477 SH SOLE 0 0 14477 JD COM INC SPON ADR CL A 47215P106 212 5286 SH SOLE 0 0 5286 JOHNSON & JOHNSON COM 478160104 2114 15879 SH SOLE 0 0 15879 JOHNSON CTLS INTL PLC SHS G51502105 659 25316 SH SOLE 0 0 25316 JPMORGAN CHASE & CO COM 46625H100 1284 14668 SH SOLE 0 0 14668 KIMBERLY CLARK CORP COM 494368103 519 4013 SH SOLE 0 0 4013 KINDER MORGAN INC DEL COM 49456B101 265 19728 SH SOLE 0 0 19728 KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 252 6428 SH SOLE 0 0 6428 LAM RESEARCH CORP COM 512807108 660 2992 SH SOLE 0 0 2992 LAUDER ESTEE COS INC CL A 518439104 246 1647 SH SOLE 0 0 1647 LILLY ELI & CO COM 532457108 409 2876 SH SOLE 0 0 2876 LINDE PLC SHS G5494J103 246 1499 SH SOLE 0 0 1499 LOCKHEED MARTIN CORP COM 539830109 1350 3815 SH SOLE 0 0 3815 LOWES COS INC COM 548661107 538 6489 SH SOLE 0 0 6489 LULULEMON ATHLETICA INC COM 550021109 270 1454 SH SOLE 0 0 1454 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 423 11972 SH SOLE 0 0 11972 MANNKIND CORP COM NEW 56400P706 411 435821 SH SOLE 0 0 435821 MASTERCARD INC CL A 57636Q104 432 1809 SH SOLE 0 0 1809 MCDONALDS CORP COM 580135101 355 2201 SH SOLE 0 0 2201 MEDTRONIC PLC SHS G5960L103 1503 17448 SH SOLE 0 0 17448 MERCK & CO. INC COM 58933Y105 1107 14399 SH SOLE 0 0 14399 METLIFE INC COM 59156R108 506 18027 SH SOLE 0 0 18027 MICROSOFT CORP COM 594918104 17258 111154 SH SOLE 0 0 111154 NATIONAL GRID PLC SPONSORED ADR NE 636274409 271 4990 SH SOLE 0 0 4990 NETFLIX INC COM 64110L106 854 2308 SH SOLE 0 0 2308 NEXTERA ENERGY INC COM 65339F101 324 1432 SH SOLE 0 0 1432 NIKE INC CL B 654106103 239 2984 SH SOLE 0 0 2984 NORTHROP GRUMMAN CORP COM 666807102 927 2950 SH SOLE 0 0 2950 NOVARTIS A G SPONSORED ADR 66987V109 392 4691 SH SOLE 0 0 4691 NOVO-NORDISK A S ADR 670100205 302 5099 SH SOLE 0 0 5099 NRG ENERGY INC COM NEW 629377508 291 10474 SH SOLE 0 0 10474 NUVEEN ARIZONA QLTY MUN INC COM 67061W104 134 11321 SH SOLE 0 0 11321 NVIDIA CORP COM 67066G104 656 2567 SH SOLE 0 0 2567 O REILLY AUTOMOTIVE INC NEW COM 67103H107 332 1095 SH SOLE 0 0 1095 OFFICE DEPOT INC COM 676220106 18 11266 SH SOLE 0 0 11266 ORACLE CORP COM 68389X105 519 10414 SH SOLE 0 0 10414 PAYPAL HLDGS INC COM 70450Y103 484 5178 SH SOLE 0 0 5178 PEPSICO INC COM 713448108 599 4838 SH SOLE 0 0 4838 PFIZER INC COM 717081103 1511 45957 SH SOLE 0 0 45957 PHILIP MORRIS INTL INC COM 718172109 340 4575 SH SOLE 0 0 4575 PPG INDS INC COM 693506107 696 8617 SH SOLE 0 0 8617 PRICE T ROWE GROUP INC COM 74144T108 270 2777 SH SOLE 0 0 2777 PROCTER & GAMBLE CO COM 742718109 956 8354 SH SOLE 0 0 8354 PROLOGIS INC. COM 74340W103 1087 14391 SH SOLE 0 0 14391 PRUDENTIAL FINL INC COM 744320102 273 5853 SH SOLE 0 0 5853 PRUDENTIAL PLC ADR 74435K204 201 8824 SH SOLE 0 0 8824 QUALCOMM INC COM 747525103 274 4032 SH SOLE 0 0 4032 ROYAL BK CDA COM 780087102 418 7078 SH SOLE 0 0 7078 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 488 13292 SH SOLE 0 0 13292 SALESFORCE COM INC COM 79466L302 679 5054 SH SOLE 0 0 5054 SANOFI SPONSORED ADR 80105N105 226 5202 SH SOLE 0 0 5202 SCHWAB CHARLES CORP COM 808513105 926 26926 SH SOLE 0 0 26926 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 374 4267 SH SOLE 0 0 4267 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 353 4505 SH SOLE 0 0 4505 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 49 10305 SH SOLE 0 0 10305 SK TELECOM LTD SPONSORED ADR 78440P108 202 12271 SH SOLE 0 0 12271 SONY CORP SPONSORED ADR 835699307 221 3750 SH SOLE 0 0 3750 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 374 1750 SH SOLE 0 0 1750 SPDR GOLD TRUST GOLD SHS 78463V107 211 1389 SH SOLE 0 0 1389 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 840 27999 SH SOLE 0 0 27999 STARBUCKS CORP COM 855244109 3027 46562 SH SOLE 0 0 46562 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 63 13401 SH SOLE 0 0 13401 SUNOPTA INC COM 8676EP108 25 14700 SH SOLE 0 0 14700 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 273 5668 SH SOLE 0 0 5668 TARGET CORP COM 87612E106 239 2531 SH SOLE 0 0 2531 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 938 63908 SH SOLE 0 0 63908 TEXAS INSTRS INC COM 882508104 318 3120 SH SOLE 0 0 3120 THERMO FISHER SCIENTIFIC INC COM 883556102 1485 5165 SH SOLE 0 0 5165 THOMSON REUTERS CORP COM NEW 884903709 347 5195 SH SOLE 0 0 5195 TJX COS INC NEW COM 872540109 279 6372 SH SOLE 0 0 6372 TORONTO DOMINION BK ONT COM NEW 891160509 404 10054 SH SOLE 0 0 10054 TORTOISE ENERGY INFRA CORP COM 89147L100 344 123222 SH SOLE 0 0 123222 TOTAL S.A. SPONSORED ADS 89151E109 559 14079 SH SOLE 0 0 14079 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 298 2531 SH SOLE 0 0 2531 UNILEVER N V N Y SHS NEW 904784709 231 4757 SH SOLE 0 0 4757 UNION PAC CORP COM 907818108 977 6892 SH SOLE 0 0 6892 UNITED PARCEL SERVICE INC CL B 911312106 422 4539 SH SOLE 0 0 4539 UNITED RENTALS INC COM 911363109 533 5539 SH SOLE 0 0 5539 UNITED TECHNOLOGIES CORP COM 913017109 849 9875 SH SOLE 0 0 9875 UNITEDHEALTH GROUP INC COM 91324P102 1319 5486 SH SOLE 0 0 5486 V F CORP COM 918204108 759 15462 SH SOLE 0 0 15462 VANGUARD BD INDEX FDS INTERMED TERM 921937819 377 4229 SH SOLE 0 0 4229 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4935 60210 SH SOLE 0 0 60210 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 290 3372 SH SOLE 0 0 3372 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 535 6890 SH SOLE 0 0 6890 VANGUARD INDEX FDS MID CAP ETF 922908629 258 2035 SH SOLE 0 0 2035 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 756 3268 SH SOLE 0 0 3268 VANGUARD INDEX FDS SM CP VAL ETF 922908611 375 4464 SH SOLE 0 0 4464 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1336 10646 SH SOLE 0 0 10646 VANGUARD INDEX FDS VALUE ETF 922908744 292 3344 SH SOLE 0 0 3344 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2208 66299 SH SOLE 0 0 66299 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 879 14349 SH SOLE 0 0 14349 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 216 4397 SH SOLE 0 0 4397 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 379 7337 SH SOLE 0 0 7337 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 386 6197 SH SOLE 0 0 6197 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 369 4696 SH SOLE 0 0 4696 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 388 4468 SH SOLE 0 0 4468 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5767 56597 SH SOLE 0 0 56597 VANGUARD STAR FDS VG TL INTL STK F 921909768 202 4897 SH SOLE 0 0 4897 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2140 30560 SH SOLE 0 0 30560 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2772 48550 SH SOLE 0 0 48550 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 241 3254 SH SOLE 0 0 3254 VANGUARD WORLD FDS INF TECH ETF 92204A702 526 2554 SH SOLE 0 0 2554 VERIZON COMMUNICATIONS INC COM 92343V104 1241 22455 SH SOLE 0 0 22455 VISA INC COM CL A 92826C839 1690 10738 SH SOLE 0 0 10738 VMWARE INC CL A COM 928563402 283 2392 SH SOLE 0 0 2392 WALMART INC COM 931142103 2029 17100 SH SOLE 0 0 17100 WESTERN UN CO COM 959802109 629 35250 SH SOLE 0 0 35250 WISDOMTREE TR US SMALLCAP DIVD 97717W604 396 23222 SH SOLE 0 0 23222 ZOETIS INC CL A 98978V103 577 4976 SH SOLE 0 0 4976