180 Wealth Advisors, Llc Buys Vanguard Div Appreciation, C.H. Robinson Worldwide Inc, iShares Core Dividend Growth, Sells PACCAR Inc, Occidental Petroleum Corp, Johnson & Johnson

Investment company 180 Wealth Advisors, Llc buys Vanguard Div Appreciation, C.H. Robinson Worldwide Inc, iShares Core Dividend Growth, Alaska Air Group Inc, Illinois Tool Works Inc, Republic Services Inc, iShares Core S&P Total U.S. Stock Market, Paychex Inc, Air Products & Chemicals Inc, Allstate Corp, sells PACCAR Inc, Occidental Petroleum Corp, Johnson & Johnson, Amgen Inc, 3M Co during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, 180 Wealth Advisors, Llc. As of 2018-03-31, 180 Wealth Advisors, Llc owns 220 stocks with a total value of $182 million. These are the details of the buys and sells.

For the details of 180 WEALTH ADVISORS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=180+WEALTH+ADVISORS%2C+LLC

These are the top 5 holdings of 180 WEALTH ADVISORS, LLC
  1. Microsoft Corp (MSFT) - 99,241 shares, 4.98% of the total portfolio. Shares reduced by 6.1%
  2. Amazon.com Inc (AMZN) - 4,228 shares, 3.36% of the total portfolio. Shares added by 0.88%
  3. Boeing Co (BA) - 12,155 shares, 2.19% of the total portfolio. Shares added by 0.55%
  4. Apple Inc (AAPL) - 20,346 shares, 1.88% of the total portfolio. Shares reduced by 17.09%
  5. Chevron Corp (CVX) - 28,771 shares, 1.8% of the total portfolio. Shares added by 0.05%
New Purchase: C.H. Robinson Worldwide Inc (CHRW)

180 Wealth Advisors, Llc initiated holding in C.H. Robinson Worldwide Inc. The purchase prices were between $89.35 and $96.73, with an estimated average price of $92.11. The stock is now traded at around $87.52. The impact to a portfolio due to this purchase was 0.57%. The holding were 10,999 shares as of 2018-03-31.

New Purchase: Alaska Air Group Inc (ALK)

180 Wealth Advisors, Llc initiated holding in Alaska Air Group Inc. The purchase prices were between $61.49 and $75.01, with an estimated average price of $66.36. The stock is now traded at around $60.86. The impact to a portfolio due to this purchase was 0.52%. The holding were 15,296 shares as of 2018-03-31.

New Purchase: Illinois Tool Works Inc (ITW)

180 Wealth Advisors, Llc initiated holding in Illinois Tool Works Inc. The purchase prices were between $153.86 and $178.88, with an estimated average price of $166.01. The stock is now traded at around $146.96. The impact to a portfolio due to this purchase was 0.51%. The holding were 5,953 shares as of 2018-03-31.

New Purchase: Republic Services Inc (RSG)

180 Wealth Advisors, Llc initiated holding in Republic Services Inc. The purchase prices were between $61.96 and $69.3, with an estimated average price of $67.03. The stock is now traded at around $67.98. The impact to a portfolio due to this purchase was 0.49%. The holding were 13,367 shares as of 2018-03-31.

New Purchase: Air Products & Chemicals Inc (APD)

180 Wealth Advisors, Llc initiated holding in Air Products & Chemicals Inc. The purchase prices were between $152.8 and $174, with an estimated average price of $164.88. The stock is now traded at around $163.54. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,115 shares as of 2018-03-31.

New Purchase: Allstate Corp (ALL)

180 Wealth Advisors, Llc initiated holding in Allstate Corp. The purchase prices were between $90.06 and $104.43, with an estimated average price of $96.87. The stock is now traded at around $93.86. The impact to a portfolio due to this purchase was 0.29%. The holding were 5,538 shares as of 2018-03-31.

Added: Vanguard Div Appreciation (VIG)

180 Wealth Advisors, Llc added to a holding in Vanguard Div Appreciation by 79.47%. The purchase prices were between $98.22 and $108.85, with an estimated average price of $103.66. The stock is now traded at around $102.90. The impact to a portfolio due to this purchase was 0.58%. The holding were 23,473 shares as of 2018-03-31.

Added: iShares Core Dividend Growth (DGRO)

180 Wealth Advisors, Llc added to a holding in iShares Core Dividend Growth by 56.89%. The purchase prices were between $33.08 and $37.2, with an estimated average price of $35.28. The stock is now traded at around $34.74. The impact to a portfolio due to this purchase was 0.54%. The holding were 80,357 shares as of 2018-03-31.

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

180 Wealth Advisors, Llc added to a holding in iShares Core S&P Total U.S. Stock Market by 133.20%. The purchase prices were between $58.94 and $65.4, with an estimated average price of $62.43. The stock is now traded at around $63.01. The impact to a portfolio due to this purchase was 0.45%. The holding were 23,770 shares as of 2018-03-31.

Added: Paychex Inc (PAYX)

180 Wealth Advisors, Llc added to a holding in Paychex Inc by 256.18%. The purchase prices were between $59.84 and $70.01, with an estimated average price of $66.09. The stock is now traded at around $66.48. The impact to a portfolio due to this purchase was 0.39%. The holding were 16,060 shares as of 2018-03-31.

Added: iShares Core MSCI EAFE (IEFA)

180 Wealth Advisors, Llc added to a holding in iShares Core MSCI EAFE by 46.41%. The purchase prices were between $64.18 and $70.84, with an estimated average price of $67.19. The stock is now traded at around $66.06. The impact to a portfolio due to this purchase was 0.25%. The holding were 21,756 shares as of 2018-03-31.

Added: iShares Floating Rate Bond (FLOT)

180 Wealth Advisors, Llc added to a holding in iShares Floating Rate Bond by 202.00%. The purchase prices were between $50.86 and $51.02, with an estimated average price of $50.95. The stock is now traded at around $50.93. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,273 shares as of 2018-03-31.

Sold Out: PACCAR Inc (PCAR)

180 Wealth Advisors, Llc sold out a holding in PACCAR Inc. The sale prices were between $62.94 and $79, with an estimated average price of $70.96.

Sold Out: Occidental Petroleum Corp (OXY)

180 Wealth Advisors, Llc sold out a holding in Occidental Petroleum Corp. The sale prices were between $62.96 and $77.63, with an estimated average price of $69.95.

Sold Out: Norfolk Southern Corp (NSC)

180 Wealth Advisors, Llc sold out a holding in Norfolk Southern Corp. The sale prices were between $132.18 and $154.34, with an estimated average price of $143.81.

Sold Out: Ventas Inc (VTR)

180 Wealth Advisors, Llc sold out a holding in Ventas Inc. The sale prices were between $48.11 and $60.12, with an estimated average price of $52.44.

Sold Out: Danaher Corp (DHR)

180 Wealth Advisors, Llc sold out a holding in Danaher Corp. The sale prices were between $92.16 and $103.8, with an estimated average price of $98.67.

Sold Out: ProShares Ultra QQQ (QLD)

180 Wealth Advisors, Llc sold out a holding in ProShares Ultra QQQ. The sale prices were between $70.62 and $90.12, with an estimated average price of $81.76.

Reduced: Johnson & Johnson (JNJ)

180 Wealth Advisors, Llc reduced to a holding in Johnson & Johnson by 32.66%. The sale prices were between $125.1 and $148.14, with an estimated average price of $135.16. The stock is now traded at around $121.26. The impact to a portfolio due to this sale was -0.56%. 180 Wealth Advisors, Llc still held 15,329 shares as of 2018-03-31.

Reduced: Amgen Inc (AMGN)

180 Wealth Advisors, Llc reduced to a holding in Amgen Inc by 74.72%. The sale prices were between $169.43 and $198, with an estimated average price of $183.57. The stock is now traded at around $183.57. The impact to a portfolio due to this sale was -0.55%. 180 Wealth Advisors, Llc still held 2,003 shares as of 2018-03-31.

Reduced: 3M Co (MMM)

180 Wealth Advisors, Llc reduced to a holding in 3M Co by 61.27%. The sale prices were between $215.36 and $258.63, with an estimated average price of $236.99. The stock is now traded at around $199.59. The impact to a portfolio due to this sale was -0.53%. 180 Wealth Advisors, Llc still held 2,690 shares as of 2018-03-31.

Reduced: Dominion Energy Inc (D)

180 Wealth Advisors, Llc reduced to a holding in Dominion Energy Inc by 43.51%. The sale prices were between $67.3 and $80.28, with an estimated average price of $73.84. The stock is now traded at around $63.36. The impact to a portfolio due to this sale was -0.3%. 180 Wealth Advisors, Llc still held 9,202 shares as of 2018-03-31.

Reduced: FedEx Corp (FDX)

180 Wealth Advisors, Llc reduced to a holding in FedEx Corp by 32.48%. The sale prices were between $229.48 and $274.32, with an estimated average price of $252.93. The stock is now traded at around $253.60. The impact to a portfolio due to this sale was -0.16%. 180 Wealth Advisors, Llc still held 2,490 shares as of 2018-03-31.

Reduced: The Kraft Heinz Co (KHC)

180 Wealth Advisors, Llc reduced to a holding in The Kraft Heinz Co by 30.2%. The sale prices were between $60.03 and $80.27, with an estimated average price of $71.61. The stock is now traded at around $57.65. The impact to a portfolio due to this sale was -0.15%. 180 Wealth Advisors, Llc still held 8,165 shares as of 2018-03-31.



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