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180 Wealth Advisors, Llc Buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, Genuine Parts Co, Sells Paychex Inc, Alaska Air Group Inc, Tiffany

Investment company 180 Wealth Advisors, Llc buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, Genuine Parts Co, NextEra Energy Inc, United Continental Holdings Inc, United Technologies Corp, Rockwell Automation Inc, iShares Core MSCI Emerging Markets, Sysco Corp, iShares Core MSCI EAFE, sells Paychex Inc, Alaska Air Group Inc, Tiffany, Intel Corp, Andeavor during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, 180 Wealth Advisors, Llc. As of 2018-06-30, 180 Wealth Advisors, Llc owns 224 stocks with a total value of $188 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) - 97,176 shares, 5.09% of the total portfolio. Shares reduced by 2.08%
  2. Amazon.com Inc (AMZN) - 4,200 shares, 3.79% of the total portfolio. Shares reduced by 0.66%
  3. Boeing Co (BA) - 14,276 shares, 2.54% of the total portfolio. Shares added by 17.45%
  4. Apple Inc (AAPL) - 20,623 shares, 2.03% of the total portfolio. Shares added by 1.36%
  5. Chevron Corp (CVX) - 28,764 shares, 1.93% of the total portfolio. Shares reduced by 0.02%
New Purchase: Genuine Parts Co (GPC)

180 Wealth Advisors, Llc initiated holding in Genuine Parts Co. The purchase prices were between $86.76 and $95.32, with an estimated average price of $91.24. The stock is now traded at around $99.33. The impact to a portfolio due to this purchase was 0.44%. The holding were 9,050 shares as of 2018-06-30.

New Purchase: United Continental Holdings Inc (UAL)

180 Wealth Advisors, Llc initiated holding in United Continental Holdings Inc. The purchase prices were between $64.87 and $74.49, with an estimated average price of $69.49. The stock is now traded at around $82.79. The impact to a portfolio due to this purchase was 0.39%. The holding were 10,435 shares as of 2018-06-30.

New Purchase: Rockwell Automation Inc (ROK)

180 Wealth Advisors, Llc initiated holding in Rockwell Automation Inc. The purchase prices were between $162.01 and $183.67, with an estimated average price of $173.74. The stock is now traded at around $177.19. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,048 shares as of 2018-06-30.

New Purchase: Sysco Corp (SYY)

180 Wealth Advisors, Llc initiated holding in Sysco Corp. The purchase prices were between $58.36 and $68.35, with an estimated average price of $63.86. The stock is now traded at around $69.87. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,628 shares as of 2018-06-30.

New Purchase: Broadcom Inc (AVGO)

180 Wealth Advisors, Llc initiated holding in Broadcom Inc. The purchase prices were between $225.25 and $270.23, with an estimated average price of $245.06. The stock is now traded at around $219.46. The impact to a portfolio due to this purchase was 0.32%. The holding were 2,450 shares as of 2018-06-30.

New Purchase: Vodafone Group PLC (VOD)

180 Wealth Advisors, Llc initiated holding in Vodafone Group PLC. The purchase prices were between $24.04 and $30.07, with an estimated average price of $27.3. The stock is now traded at around $24.37. The impact to a portfolio due to this purchase was 0.31%. The holding were 23,710 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

180 Wealth Advisors, Llc added to a holding in iShares Core S&P Small-Cap by 143.28%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $87.32. The impact to a portfolio due to this purchase was 0.59%. The holding were 22,851 shares as of 2018-06-30.

Added: iShares Core S&P Mid-Cap (IJH)

180 Wealth Advisors, Llc added to a holding in iShares Core S&P Mid-Cap by 113.85%. The purchase prices were between $183.17 and $200.64, with an estimated average price of $193.17. The stock is now traded at around $200.71. The impact to a portfolio due to this purchase was 0.54%. The holding were 9,728 shares as of 2018-06-30.

Added: NextEra Energy Inc (NEE)

180 Wealth Advisors, Llc added to a holding in NextEra Energy Inc by 285.44%. The purchase prices were between $155.4 and $168.08, with an estimated average price of $161.46. The stock is now traded at around $170.09. The impact to a portfolio due to this purchase was 0.39%. The holding were 6,009 shares as of 2018-06-30.

Added: United Technologies Corp (UTX)

180 Wealth Advisors, Llc added to a holding in United Technologies Corp by 46.87%. The purchase prices were between $117.7 and $128.17, with an estimated average price of $124.42. The stock is now traded at around $134.92. The impact to a portfolio due to this purchase was 0.38%. The holding were 18,047 shares as of 2018-06-30.

Added: iShares Core MSCI Emerging Markets (IEMG)

180 Wealth Advisors, Llc added to a holding in iShares Core MSCI Emerging Markets by 88.57%. The purchase prices were between $51.25 and $58.27, with an estimated average price of $56.08. The stock is now traded at around $53.48. The impact to a portfolio due to this purchase was 0.36%. The holding were 27,215 shares as of 2018-06-30.

Added: iShares Core MSCI EAFE (IEFA)

180 Wealth Advisors, Llc added to a holding in iShares Core MSCI EAFE by 44.74%. The purchase prices were between $62.74 and $67.79, with an estimated average price of $66.19. The stock is now traded at around $64.44. The impact to a portfolio due to this purchase was 0.33%. The holding were 31,490 shares as of 2018-06-30.

Sold Out: Paychex Inc (PAYX)

180 Wealth Advisors, Llc sold out a holding in Paychex Inc. The sale prices were between $59.85 and $70.22, with an estimated average price of $64.5.

Sold Out: Tiffany & Co (TIF)

180 Wealth Advisors, Llc sold out a holding in Tiffany & Co. The sale prices were between $94.2 and $137.89, with an estimated average price of $113.91.

Sold Out: Alaska Air Group Inc (ALK)

180 Wealth Advisors, Llc sold out a holding in Alaska Air Group Inc. The sale prices were between $57.75 and $69.11, with an estimated average price of $61.94.

Sold Out: Andeavor (ANDV)

180 Wealth Advisors, Llc sold out a holding in Andeavor. The sale prices were between $100.5 and $149.68, with an estimated average price of $131.47.

Sold Out: Tortoise Energy Infrastructure Corp. (TYG)

180 Wealth Advisors, Llc sold out a holding in Tortoise Energy Infrastructure Corp.. The sale prices were between $25.14 and $30.08, with an estimated average price of $27.86.

Sold Out: Dominion Energy Inc (D)

180 Wealth Advisors, Llc sold out a holding in Dominion Energy Inc. The sale prices were between $61.75 and $68.47, with an estimated average price of $65.14.



Here is the complete portfolio of 180 WEALTH ADVISORS, LLC. Also check out:

1. 180 WEALTH ADVISORS, LLC's Undervalued Stocks
2. 180 WEALTH ADVISORS, LLC's Top Growth Companies, and
3. 180 WEALTH ADVISORS, LLC's High Yield stocks
4. Stocks that 180 WEALTH ADVISORS, LLC keeps buying

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