180 Wealth Advisors
Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, AMZN, AVGO, and represent 19.41% of 180 Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRWD, RKLB, MNKD, MSFT, KR, PWR, ILF, FLS, MTB, GBTC.
- Started 46 new stock positions in NUKZ, Veru, APH, LITE, IGLD, KMX, TNDM, SIL, MTB, RKLB.
- Reduced shares in these 10 stocks: AER, CROX, TSLA, OC, UAL, TMUS, NVDA, AVGO, MMM, DAL.
- Sold out of its positions in ALT, BMO, CRS, CIFR, CROX, DT, EA, Gryphon Digital Mng, HES, DNUT. Lendingtree Inc Note 0.500 7/1, Okta, OC, XLF, UAL, VERU, CNH.
- 180 Wealth Advisors was a net buyer of stock by $22M.
- 180 Wealth Advisors has $821M in assets under management (AUM), dropping by 14.46%.
- Central Index Key (CIK): 0001730817
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Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 455 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $56M | +2% | 109k | 517.95 |
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| NVIDIA Corporation (NVDA) | 4.4 | $36M | 194k | 186.58 |
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| Apple (AAPL) | 3.2 | $26M | 103k | 254.63 |
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| Amazon (AMZN) | 2.5 | $21M | 95k | 219.57 |
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| Broadcom (AVGO) | 2.4 | $20M | -2% | 60k | 329.91 |
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| Mannkind Corp Com New (MNKD) | 1.9 | $15M | +11% | 2.9M | 5.37 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 1.8 | $15M | +3% | 532k | 27.37 |
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| Tesla Motors (TSLA) | 1.7 | $14M | -6% | 32k | 444.72 |
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| Ishares Msci Gbl Gold Mn (RING) | 1.4 | $11M | 172k | 64.71 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.3 | $11M | 298k | 36.81 |
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| Meta Platforms Cl A (META) | 1.3 | $11M | 14k | 734.37 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $10M | 193k | 54.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $9.6M | 45k | 215.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $9.2M | 38k | 243.55 |
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| Blackrock Res & Commodities SHS (BCX) | 1.1 | $8.9M | +7% | 875k | 10.17 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $8.8M | 63k | 140.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $8.6M | -2% | 35k | 243.10 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $8.5M | +4% | 112k | 76.40 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $7.4M | -2% | 26k | 279.29 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.9 | $7.3M | +4% | 163k | 44.48 |
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| Uipath Cl A (PATH) | 0.9 | $7.2M | 537k | 13.38 |
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| Grail (GRAL) | 0.9 | $7.0M | +4% | 119k | 59.13 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $6.9M | +227% | 14k | 490.37 |
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| Costco Wholesale Corporation (COST) | 0.8 | $6.8M | -3% | 7.3k | 925.61 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.8 | $6.4M | +9% | 177k | 36.35 |
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| Wal-Mart Stores (WMT) | 0.8 | $6.4M | -7% | 62k | 103.06 |
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| Twilio Cl A (TWLO) | 0.7 | $6.0M | 60k | 100.09 |
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| Snowflake Com Shs (SNOW) | 0.7 | $5.9M | 26k | 225.55 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $5.7M | -2% | 18k | 315.43 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $5.5M | -2% | 55k | 99.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.3M | -5% | 11k | 502.76 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $5.3M | 78k | 67.83 |
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| Ishares Tr Global 100 Etf (IOO) | 0.6 | $5.3M | 44k | 120.01 |
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| PNC Financial Services (PNC) | 0.6 | $5.2M | +9% | 26k | 200.93 |
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| Pure Storage Cl A (PSTG) | 0.6 | $5.1M | -2% | 60k | 83.81 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $5.0M | 56k | 89.57 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $4.7M | +4% | 151k | 31.42 |
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| Qualcomm (QCOM) | 0.6 | $4.7M | +3% | 29k | 166.36 |
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| Eaton Corp SHS (ETN) | 0.5 | $4.4M | 12k | 374.25 |
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| International Business Machines (IBM) | 0.5 | $4.2M | 15k | 282.16 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $4.2M | 44k | 95.47 |
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| Blackrock (BLK) | 0.5 | $4.1M | 3.5k | 1165.81 |
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| eBay (EBAY) | 0.5 | $4.0M | 45k | 90.95 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $4.0M | 87k | 45.76 |
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| Intel Corporation (INTC) | 0.5 | $3.9M | 117k | 33.55 |
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| Visa Com Cl A (V) | 0.5 | $3.9M | 12k | 341.39 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $3.8M | +2% | 45k | 84.68 |
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| Goldman Sachs (GS) | 0.5 | $3.8M | -5% | 4.8k | 796.29 |
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| Nxp Semiconductors N V (NXPI) | 0.5 | $3.8M | +4% | 17k | 227.73 |
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| Emerson Electric (EMR) | 0.5 | $3.7M | 28k | 131.18 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.6M | 32k | 112.75 |
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| Medtronic SHS (MDT) | 0.4 | $3.6M | 38k | 95.24 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $3.6M | +13% | 53k | 68.46 |
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| Spdr Series Trust S&p Metals Mng (XME) | 0.4 | $3.5M | 37k | 93.19 |
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| Merck & Co (MRK) | 0.4 | $3.4M | +3% | 41k | 83.93 |
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| Boeing Company (BA) | 0.4 | $3.4M | 16k | 215.83 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.4M | +19% | 38k | 89.34 |
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| Illumina (ILMN) | 0.4 | $3.3M | 35k | 94.97 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.3M | 192k | 17.16 |
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| Starbucks Corporation (SBUX) | 0.4 | $3.3M | -4% | 39k | 84.60 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $3.3M | 24k | 133.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.1M | 9.6k | 328.16 |
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| Symbotic Class A Com (SYM) | 0.4 | $3.1M | 58k | 53.90 |
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| Ishares Tr Msci China Etf (MCHI) | 0.4 | $3.0M | +8% | 46k | 65.85 |
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| Chevron Corporation (CVX) | 0.4 | $3.0M | +8% | 20k | 155.29 |
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| Templeton Dragon Fund (TDF) | 0.4 | $3.0M | +5% | 260k | 11.65 |
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| Pepsi (PEP) | 0.4 | $2.9M | +3% | 21k | 140.44 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.4 | $2.9M | -7% | 21k | 137.20 |
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| Amgen (AMGN) | 0.4 | $2.9M | +8% | 10k | 282.21 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.4 | $2.9M | -2% | 44k | 65.82 |
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| Prologis (PLD) | 0.3 | $2.8M | 25k | 114.52 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.8M | 32k | 87.31 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.8M | -6% | 41k | 68.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.8M | 4.5k | 612.44 |
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| Applied Materials (AMAT) | 0.3 | $2.8M | 14k | 204.74 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $2.8M | -5% | 70k | 39.22 |
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| Netflix (NFLX) | 0.3 | $2.7M | +4% | 2.2k | 1198.65 |
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| salesforce (CRM) | 0.3 | $2.6M | 11k | 237.00 |
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| Arm Holdings Sponsored Ads (ARM) | 0.3 | $2.6M | 18k | 141.49 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $2.6M | +7% | 81k | 31.53 |
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| Lithia Motors (LAD) | 0.3 | $2.6M | +31% | 8.1k | 316.00 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.5M | 14k | 185.42 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.5M | 14k | 174.57 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $2.5M | +8% | 31k | 78.91 |
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| American Tower Reit (AMT) | 0.3 | $2.4M | +2% | 13k | 192.32 |
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| Zscaler Incorporated (ZS) | 0.3 | $2.4M | 7.9k | 299.66 |
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| Oracle Corporation (ORCL) | 0.3 | $2.3M | 8.3k | 281.23 |
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| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.3 | $2.3M | +4% | 149k | 15.51 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $2.3M | -4% | 63k | 36.55 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.3M | +4% | 14k | 167.33 |
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| Home Depot (HD) | 0.3 | $2.2M | 5.5k | 405.19 |
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| Air Products & Chemicals (APD) | 0.3 | $2.2M | +3% | 8.1k | 272.72 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.2M | -3% | 23k | 95.14 |
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| Gentex Corporation (GNTX) | 0.3 | $2.2M | +4% | 76k | 28.30 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.2M | 16k | 137.80 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | 2.8k | 763.01 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $2.1M | 22k | 97.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.1M | 9.9k | 208.72 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.2 | $2.0M | 47k | 43.09 |
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| Ball Corporation (BALL) | 0.2 | $2.0M | +5% | 40k | 50.42 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $2.0M | 4.0k | 499.23 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.2 | $2.0M | 58k | 33.68 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.0M | +2% | 6.5k | 300.82 |
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| Planet Labs Pbc Com Cl A (PL) | 0.2 | $1.9M | 147k | 12.98 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.9M | 13k | 145.71 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.9M | +14% | 4.1k | 447.20 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $1.8M | -8% | 27k | 67.07 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.2 | $1.8M | 30k | 60.43 |
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| Ge Vernova (GEV) | 0.2 | $1.8M | -2% | 2.9k | 614.90 |
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| Metropcs Communications (TMUS) | 0.2 | $1.7M | -27% | 7.2k | 239.38 |
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| Quantumscape Corp Com Cl A (QS) | 0.2 | $1.7M | +5% | 137k | 12.32 |
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| Rocket Lab Corp (RKLB) | 0.2 | $1.7M | NEW | 35k | 47.91 |
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| Cyberark Software SHS (CYBR) | 0.2 | $1.6M | 3.4k | 483.15 |
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| Verizon Communications (VZ) | 0.2 | $1.6M | +7% | 37k | 43.95 |
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| Gabelli mutual funds - (GGZ) | 0.2 | $1.6M | +5% | 110k | 14.45 |
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| Allstate Corporation (ALL) | 0.2 | $1.6M | 7.4k | 214.64 |
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| Valaris Cl A (VAL) | 0.2 | $1.5M | +12% | 31k | 48.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 2.5k | 600.32 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.5M | +3% | 8.3k | 178.73 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $1.5M | 35k | 42.01 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.4M | -2% | 12k | 122.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.4M | +5% | 3.0k | 479.61 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | +4% | 7.7k | 182.42 |
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| Edwards Lifesciences (EW) | 0.2 | $1.4M | -6% | 18k | 77.77 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $1.4M | +95% | 15k | 89.77 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.4M | 25k | 55.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.3M | -3% | 12k | 111.22 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | +15% | 43k | 31.27 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.2 | $1.3M | +14% | 45k | 29.69 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.3M | 16k | 84.31 |
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| American Express Company (AXP) | 0.2 | $1.3M | +12% | 4.0k | 332.19 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | 5.2k | 254.27 |
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| Kroger (KR) | 0.2 | $1.3M | NEW | 19k | 67.41 |
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| Global X Fds Global X Copper (COPX) | 0.2 | $1.3M | +9% | 22k | 59.81 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.2k | 153.65 |
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| At&t (T) | 0.2 | $1.3M | -29% | 45k | 28.24 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.3M | -3% | 5.3k | 236.37 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $1.3M | 32k | 39.54 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.2M | 1.3k | 968.14 |
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| Xylem (XYL) | 0.2 | $1.2M | -15% | 8.4k | 147.50 |
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| Organon & Co Common Stock (OGN) | 0.2 | $1.2M | 116k | 10.68 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.2M | 953.00 | 1280.00 |
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| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | 6.8k | 178.14 |
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| Servicenow (NOW) | 0.1 | $1.2M | +2% | 1.3k | 920.28 |
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| East West Ban (EWBC) | 0.1 | $1.2M | -13% | 11k | 106.45 |
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| General Motors Company (GM) | 0.1 | $1.2M | -12% | 20k | 60.97 |
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| Pfizer (PFE) | 0.1 | $1.2M | 46k | 25.48 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.2M | -13% | 48k | 24.56 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $1.2M | -11% | 13k | 90.73 |
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| Ouster Com New (OUST) | 0.1 | $1.2M | +5% | 43k | 27.05 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $1.2M | 43k | 27.13 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $1.2M | +18% | 12k | 99.03 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | -5% | 14k | 82.03 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 2.3k | 477.20 |
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| Gilead Sciences (GILD) | 0.1 | $1.1M | -20% | 9.8k | 111.00 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +77% | 6.7k | 161.79 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | 3.2k | 340.96 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $1.1M | 22k | 48.72 |
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| Pvh Corporation (PVH) | 0.1 | $1.1M | -10% | 13k | 83.77 |
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| Williams Companies (WMB) | 0.1 | $1.1M | +3% | 17k | 63.35 |
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| Schlumberger Com Stk (SLB) | 0.1 | $1.0M | -2% | 31k | 34.37 |
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| Cleveland-cliffs (CLF) | 0.1 | $1.0M | -2% | 84k | 12.20 |
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| Garmin SHS (GRMN) | 0.1 | $1.0M | 4.2k | 246.25 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $999k | +6% | 8.4k | 118.83 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $972k | +4% | 33k | 29.62 |
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| Transocean Registered Shs (RIG) | 0.1 | $972k | +12% | 312k | 3.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $951k | +20% | 1.4k | 669.36 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $933k | +9% | 86k | 10.86 |
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| Marvell Technology (MRVL) | 0.1 | $931k | +15% | 11k | 84.07 |
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| Cisco Systems (CSCO) | 0.1 | $925k | +27% | 14k | 68.42 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $911k | +2% | 21k | 43.92 |
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| Voc Energy Tr Tr Unit (VOC) | 0.1 | $911k | +12% | 311k | 2.93 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.1 | $906k | +27% | 39k | 23.09 |
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| Coupang Cl A (CPNG) | 0.1 | $903k | -5% | 28k | 32.20 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $903k | +8% | 6.1k | 148.61 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.1 | $900k | +5% | 175k | 5.14 |
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| Dow (DOW) | 0.1 | $878k | +45% | 38k | 22.93 |
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| Kinross Gold Corp (KGC) | 0.1 | $876k | -18% | 35k | 24.85 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $868k | 1.9k | 463.74 |
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| Micron Technology (MU) | 0.1 | $867k | 5.2k | 167.33 |
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| Bank of America Corporation (BAC) | 0.1 | $862k | -6% | 17k | 51.59 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $856k | -30% | 44k | 19.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $851k | +4% | 2.4k | 355.47 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $846k | +2% | 33k | 25.56 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $844k | +22% | 34k | 24.79 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $839k | +8% | 8.4k | 100.20 |
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| Trimble Navigation (TRMB) | 0.1 | $833k | +222% | 10k | 81.65 |
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| Goodyear Tire & Rubber Company (GT) | 0.1 | $825k | +151% | 110k | 7.48 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $815k | +201% | 3.2k | 258.36 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $812k | -10% | 113k | 7.22 |
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| Devon Energy Corporation (DVN) | 0.1 | $806k | 23k | 35.06 |
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| Tc Energy Corp (TRP) | 0.1 | $795k | -5% | 15k | 54.41 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $792k | +3% | 14k | 58.21 |
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| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.1 | $788k | -5% | 10k | 77.16 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $788k | +9% | 2.2k | 352.69 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $788k | 3.8k | 204.84 |
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| Quanta Services (PWR) | 0.1 | $780k | NEW | 1.9k | 414.42 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $778k | NEW | 27k | 28.89 |
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| Pinterest Cl A (PINS) | 0.1 | $771k | +44% | 24k | 32.17 |
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| Nutanix Cl A (NTNX) | 0.1 | $768k | 10k | 74.39 |
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| Abercrombie & Fitch Cl A (ANF) | 0.1 | $768k | +215% | 9.0k | 85.55 |
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| Etsy (ETSY) | 0.1 | $762k | 12k | 66.39 |
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| Uber Technologies (UBER) | 0.1 | $756k | -5% | 7.7k | 97.97 |
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| Lululemon Athletica (LULU) | 0.1 | $749k | +38% | 4.2k | 177.93 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $743k | +5% | 22k | 34.17 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $741k | +2% | 16k | 45.10 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $735k | +9% | 7.7k | 95.15 |
|
| Vistra Energy (VST) | 0.1 | $729k | -14% | 3.7k | 195.92 |
|
| Flowserve Corporation (FLS) | 0.1 | $724k | NEW | 14k | 53.14 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $719k | +135% | 13k | 55.49 |
|
| TJX Companies (TJX) | 0.1 | $712k | 4.9k | 144.54 |
|
|
| Moderna (MRNA) | 0.1 | $704k | +13% | 27k | 25.83 |
|
| Kla Corp Com New (KLAC) | 0.1 | $700k | 649.00 | 1078.40 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $699k | 1.2k | 568.92 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $698k | -7% | 11k | 66.01 |
|
| Philip Morris International (PM) | 0.1 | $698k | +8% | 4.3k | 162.22 |
|
| M&T Bank Corporation (MTB) | 0.1 | $698k | NEW | 3.5k | 197.62 |
|
| Altria (MO) | 0.1 | $696k | -11% | 11k | 66.06 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $695k | 1.1k | 609.19 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $692k | -44% | 12k | 56.75 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $691k | +114% | 3.1k | 219.53 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.1 | $690k | +5% | 113k | 6.09 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $688k | -2% | 3.7k | 186.50 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $675k | +21% | 4.0k | 170.75 |
|
| Skyworks Solutions (SWKS) | 0.1 | $670k | -7% | 8.7k | 76.98 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $655k | 983.00 | 666.22 |
|
|
| Fastly Cl A (FSLY) | 0.1 | $653k | 76k | 8.55 |
|
|
| Nio Spon Ads (NIO) | 0.1 | $653k | -4% | 86k | 7.62 |
|
| Shell Spon Ads (SHEL) | 0.1 | $642k | -4% | 9.0k | 71.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $634k | -33% | 2.3k | 281.92 |
|
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.1 | $632k | -6% | 4.1k | 154.45 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $632k | +8% | 18k | 34.98 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $630k | +4% | 10k | 63.06 |
|
| Elanco Animal Health (ELAN) | 0.1 | $625k | -17% | 31k | 20.14 |
|
| Abbvie (ABBV) | 0.1 | $622k | +13% | 2.7k | 231.52 |
|
| Suncor Energy (SU) | 0.1 | $609k | -11% | 15k | 41.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $602k | +5% | 9.2k | 65.26 |
|
| Block Cl A (XYZ) | 0.1 | $593k | +4% | 8.2k | 72.27 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $590k | +15% | 39k | 15.05 |
|
| Chubb (CB) | 0.1 | $582k | +6% | 2.1k | 282.31 |
|
| Prospect Capital Corporation (PSEC) | 0.1 | $580k | +151% | 211k | 2.75 |
|
| Lowe's Companies (LOW) | 0.1 | $569k | +4% | 2.3k | 251.26 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $566k | 7.4k | 76.72 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $564k | 8.4k | 67.06 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $562k | 7.7k | 73.46 |
|
|
| CarMax (KMX) | 0.1 | $556k | NEW | 12k | 44.87 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $548k | +6% | 4.5k | 121.37 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $548k | 8.0k | 68.81 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $543k | -7% | 5.6k | 97.63 |
|
| Blackrock Muniyield Fund (MYD) | 0.1 | $535k | +6% | 51k | 10.56 |
|
| Lincoln National Corporation (LNC) | 0.1 | $535k | -5% | 13k | 40.33 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $533k | +103% | 976.00 | 546.47 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $531k | +20% | 1.1k | 485.22 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $530k | +17% | 6.4k | 82.96 |
|
| Mosaic (MOS) | 0.1 | $528k | -10% | 15k | 34.68 |
|
| St. Joe Company (JOE) | 0.1 | $526k | +8% | 11k | 49.48 |
|
| Walt Disney Company (DIS) | 0.1 | $522k | 4.6k | 114.51 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $515k | NEW | 16k | 32.77 |
|
| McDonald's Corporation (MCD) | 0.1 | $508k | -8% | 1.7k | 303.85 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $505k | -21% | 6.3k | 79.95 |
|
| Incyte Corporation (INCY) | 0.1 | $502k | +5% | 5.9k | 84.81 |
|
| Coca-Cola Company (KO) | 0.1 | $499k | 7.5k | 66.32 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $494k | -10% | 16k | 30.03 |
|
| Wells Fargo & Company (WFC) | 0.1 | $494k | +2% | 5.9k | 83.82 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $493k | 2.4k | 203.04 |
|
|
| General Mills (GIS) | 0.1 | $490k | +7% | 9.7k | 50.42 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $485k | -8% | 640.00 | 758.15 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $481k | -4% | 3.9k | 124.35 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $478k | +140% | 12k | 39.19 |
|
| Tidewater (TDW) | 0.1 | $478k | +2% | 9.0k | 53.33 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $476k | +3% | 7.1k | 67.29 |
|
| Kinder Morgan (KMI) | 0.1 | $470k | -2% | 17k | 28.31 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $469k | +32% | 3.3k | 142.55 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $464k | -6% | 3.3k | 142.12 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $462k | 8.6k | 53.40 |
|
|
| D.R. Horton (DHI) | 0.1 | $462k | -3% | 2.7k | 169.46 |
|
| ConAgra Foods (CAG) | 0.1 | $459k | +75% | 25k | 18.31 |
|
| Booking Holdings (BKNG) | 0.1 | $459k | NEW | 85.00 | 5399.27 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $457k | 8.2k | 55.71 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $455k | 1.5k | 293.74 |
|
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.1 | $450k | +4% | 5.9k | 76.24 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $450k | -5% | 6.9k | 64.81 |
|
| Axon Enterprise (AXON) | 0.1 | $437k | +17% | 610.00 | 717.05 |
|
| Consolidated Edison (ED) | 0.1 | $435k | 4.3k | 100.52 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $429k | -24% | 885.00 | 484.98 |
|
| Zoetis Cl A (ZTS) | 0.1 | $427k | -18% | 2.9k | 146.31 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $427k | -2% | 612.00 | 698.00 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $425k | 20k | 21.13 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $422k | -16% | 14k | 30.80 |
|
| Unity Software (U) | 0.1 | $418k | -12% | 10k | 40.04 |
|
| UnitedHealth (UNH) | 0.1 | $417k | +33% | 1.2k | 345.43 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $416k | -29% | 4.4k | 93.62 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $416k | 2.2k | 192.74 |
|
|
| Qorvo (QRVO) | 0.1 | $415k | -4% | 4.6k | 91.08 |
|
| MetLife (MET) | 0.0 | $409k | 5.0k | 82.37 |
|
|
| Synchrony Financial (SYF) | 0.0 | $407k | -2% | 5.7k | 71.06 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $407k | +70% | 7.7k | 52.82 |
|
| Bny Mellon Strategic Muns (LEO) | 0.0 | $406k | +8% | 65k | 6.25 |
|
| Deere & Company (DE) | 0.0 | $403k | -3% | 881.00 | 457.35 |
|
| Autodesk (ADSK) | 0.0 | $402k | 1.3k | 317.67 |
|
|
| Hca Holdings (HCA) | 0.0 | $401k | -2% | 940.00 | 426.40 |
|
| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.0 | $400k | -28% | 19k | 21.11 |
|
| Linde SHS (LIN) | 0.0 | $398k | -5% | 838.00 | 475.06 |
|
| 3M Company (MMM) | 0.0 | $398k | -59% | 2.6k | 155.20 |
|
| Ford Motor Company (F) | 0.0 | $392k | 33k | 11.96 |
|
|
| Masimo Corporation (MASI) | 0.0 | $387k | -3% | 2.6k | 147.55 |
|
| Progressive Corporation (PGR) | 0.0 | $385k | -27% | 1.6k | 246.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $384k | -6% | 1.6k | 241.93 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $383k | -2% | 43k | 8.90 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $382k | -22% | 4.5k | 84.49 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $380k | 509.00 | 745.92 |
|
|
| Diamondback Energy (FANG) | 0.0 | $379k | NEW | 2.6k | 143.10 |
|
| Workday Cl A (WDAY) | 0.0 | $378k | 1.6k | 240.73 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $377k | 1.6k | 235.04 |
|
|
| Honeywell International (HON) | 0.0 | $376k | -3% | 1.8k | 210.52 |
|
| United Rentals (URI) | 0.0 | $373k | -22% | 391.00 | 954.66 |
|
| Bumble Com Cl A (BMBL) | 0.0 | $371k | 61k | 6.09 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $369k | NEW | 21k | 17.34 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $369k | +4% | 6.2k | 59.69 |
|
| FedEx Corporation (FDX) | 0.0 | $368k | 1.6k | 235.87 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $366k | -7% | 4.3k | 84.10 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $365k | +39% | 9.5k | 38.57 |
|
| CSX Corporation (CSX) | 0.0 | $365k | -5% | 10k | 35.51 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $364k | -6% | 13k | 28.79 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $360k | +5% | 2.5k | 143.18 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $359k | -4% | 5.1k | 70.98 |
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.0 | $359k | 13k | 28.68 |
|
|
| EOG Resources (EOG) | 0.0 | $358k | +12% | 3.2k | 112.12 |
|
| Chewy Cl A (CHWY) | 0.0 | $357k | NEW | 8.8k | 40.45 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $356k | 884.00 | 402.42 |
|
|
| Realty Income (O) | 0.0 | $356k | +6% | 5.9k | 60.79 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $350k | -2% | 22k | 15.94 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $350k | 2.9k | 120.71 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $349k | -4% | 4.3k | 80.21 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $348k | -6% | 2.4k | 145.63 |
|
| Agnico (AEM) | 0.0 | $344k | NEW | 2.0k | 168.56 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $343k | 1.6k | 214.59 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $343k | NEW | 2.8k | 123.75 |
|
| ConocoPhillips (COP) | 0.0 | $342k | -9% | 3.6k | 94.59 |
|
| Humana (HUM) | 0.0 | $341k | -7% | 1.3k | 260.13 |
|
| Timberland Ban (TSBK) | 0.0 | $333k | 10k | 33.28 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $332k | 14k | 23.65 |
|
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.0 | $328k | NEW | 14k | 23.94 |
|
| Darden Restaurants (DRI) | 0.0 | $325k | -2% | 1.7k | 190.36 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.0 | $324k | 32k | 10.17 |
|
|
| McKesson Corporation (MCK) | 0.0 | $317k | +4% | 410.00 | 772.87 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $315k | 7.5k | 42.03 |
|
|
| Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) | 0.0 | $314k | 6.2k | 51.00 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $313k | -3% | 4.7k | 65.92 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $311k | 7.3k | 42.37 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $309k | 1.7k | 183.76 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $308k | 1.1k | 293.50 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $308k | +44% | 2.2k | 139.14 |
|
| S&p Global (SPGI) | 0.0 | $308k | -2% | 632.00 | 486.71 |
|
| Match Group (MTCH) | 0.0 | $305k | -2% | 8.6k | 35.32 |
|
| Fortress Biotech Com New (FBIO) | 0.0 | $305k | -11% | 83k | 3.69 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $304k | -14% | 1.6k | 191.09 |
|
| Nutrien (NTR) | 0.0 | $303k | -20% | 5.2k | 58.71 |
|
| Palo Alto Networks (PANW) | 0.0 | $303k | -2% | 1.5k | 203.68 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $302k | -25% | 26k | 11.60 |
|
| BlackRock Inv. Quality Munic. Trust (BKN) | 0.0 | $301k | -4% | 27k | 11.34 |
|
| Illinois Tool Works (ITW) | 0.0 | $300k | -5% | 1.2k | 260.73 |
|
| BP Sponsored Adr (BP) | 0.0 | $298k | +2% | 8.6k | 34.46 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $297k | -6% | 465.00 | 638.20 |
|
| Entergy Corporation (ETR) | 0.0 | $296k | NEW | 3.2k | 93.19 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $294k | +4% | 4.0k | 72.67 |
|
| Intuit (INTU) | 0.0 | $292k | 428.00 | 682.91 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $292k | 6.2k | 47.20 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $289k | -22% | 2.7k | 107.81 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $288k | +21% | 2.2k | 128.26 |
|
| L3harris Technologies (LHX) | 0.0 | $284k | NEW | 928.00 | 305.51 |
|
| United Parcel Service CL B (UPS) | 0.0 | $283k | +31% | 3.4k | 83.54 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $282k | NEW | 3.9k | 71.63 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $281k | -12% | 58k | 4.81 |
|
| Vici Pptys (VICI) | 0.0 | $281k | +6% | 8.6k | 32.61 |
|
| A Mark Precious Metals (AMRK) | 0.0 | $279k | +18% | 11k | 25.87 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $277k | +54% | 1.0k | 267.21 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $276k | -15% | 1.8k | 154.20 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $276k | -13% | 5.9k | 46.71 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $275k | 8.7k | 31.62 |
|
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $274k | +42% | 56k | 4.88 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $272k | 2.2k | 122.59 |
|
|
| International Paper Company (IP) | 0.0 | $267k | -10% | 5.8k | 46.40 |
|
| Synopsys (SNPS) | 0.0 | $266k | NEW | 540.00 | 493.39 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $265k | -83% | 2.2k | 121.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $264k | -3% | 2.0k | 133.92 |
|
| AutoNation (AN) | 0.0 | $262k | -3% | 1.2k | 218.77 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.0 | $262k | NEW | 4.0k | 65.05 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $261k | 1.7k | 155.30 |
|
|
| Principal Financial (PFG) | 0.0 | $261k | -4% | 3.1k | 82.90 |
|
| Lumentum Hldgs (LITE) | 0.0 | $259k | NEW | 1.6k | 162.71 |
|
| Magna Intl Inc cl a (MGA) | 0.0 | $258k | 5.4k | 47.38 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $252k | -8% | 1.1k | 239.66 |
|
| Teradyne (TER) | 0.0 | $252k | NEW | 1.8k | 137.64 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $250k | 5.0k | 50.07 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $250k | 1.2k | 206.51 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $250k | 5.2k | 47.76 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $249k | +11% | 1.0k | 246.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $247k | 527.00 | 468.22 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $242k | NEW | 3.5k | 68.43 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $241k | -4% | 2.8k | 84.83 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $239k | 1.2k | 203.52 |
|
|
| Halliburton Company (HAL) | 0.0 | $239k | NEW | 9.7k | 24.60 |
|
| Digital Realty Trust (DLR) | 0.0 | $238k | -4% | 1.4k | 172.94 |
|
| Citigroup Com New (C) | 0.0 | $236k | -4% | 2.3k | 101.52 |
|
| Nucor Corporation (NUE) | 0.0 | $233k | 1.7k | 135.47 |
|
|
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $233k | 31k | 7.61 |
|
|
| Proshares Tr Ultra Ether Etf (ETHT) | 0.0 | $231k | NEW | 2.6k | 90.01 |
|
| Dell Technologies CL C (DELL) | 0.0 | $228k | -4% | 1.6k | 141.77 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $227k | 7.9k | 28.91 |
|
|
| Alaska Air (ALK) | 0.0 | $227k | -2% | 4.6k | 49.78 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $223k | NEW | 2.0k | 109.96 |
|
| Etf Ser Solutions Us Gbl Gld Pre (GOAU) | 0.0 | $223k | NEW | 5.5k | 40.23 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $223k | NEW | 242.00 | 920.64 |
|
| Mongodb Cl A (MDB) | 0.0 | $222k | NEW | 716.00 | 310.38 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $219k | NEW | 1.8k | 120.52 |
|
| Xpeng Ads (XPEV) | 0.0 | $214k | NEW | 9.2k | 23.42 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $214k | NEW | 8.7k | 24.74 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $214k | 2.4k | 90.41 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $214k | NEW | 981.00 | 217.93 |
|
| Sentinelone Cl A (S) | 0.0 | $214k | NEW | 12k | 17.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $212k | 1.1k | 194.50 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.0 | $212k | NEW | 5.1k | 41.61 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $211k | -5% | 1.7k | 123.75 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $211k | NEW | 6.2k | 34.16 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $210k | NEW | 3.9k | 54.30 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $206k | 19k | 11.07 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $205k | +10% | 21k | 9.79 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $204k | NEW | 114.00 | 1789.16 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $204k | 18k | 11.05 |
|
|
| Nextera Energy (NEE) | 0.0 | $203k | NEW | 2.7k | 75.49 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $201k | NEW | 677.00 | 297.40 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $201k | -21% | 11k | 18.24 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $200k | NEW | 2.7k | 75.40 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $193k | NEW | 12k | 16.14 |
|
| Asana Cl A (ASAN) | 0.0 | $156k | +8% | 12k | 13.36 |
|
| Invesco Mortgage Capital (IVR) | 0.0 | $144k | +19% | 19k | 7.56 |
|
| New Fortress Energy Com Cl A (NFE) | 0.0 | $139k | +29% | 63k | 2.21 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $139k | -5% | 27k | 5.08 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $137k | 12k | 11.09 |
|
|
| Calcimedica Com New (CALC) | 0.0 | $131k | -15% | 43k | 3.08 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $126k | NEW | 10k | 12.14 |
|
| Veru Com New | 0.0 | $115k | NEW | 30k | 3.80 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $108k | -2% | 22k | 4.99 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $105k | 13k | 8.20 |
|
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $105k | 10k | 10.05 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $105k | 11k | 9.58 |
|
|
| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $97k | -23% | 49k | 1.99 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $93k | +11% | 42k | 2.23 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $83k | NEW | 12k | 6.70 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $71k | 37k | 1.93 |
|
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.0 | $67k | +15% | 68k | 0.98 |
|
| Clough Global Opportunities Sh Ben Int (GLO) | 0.0 | $66k | -12% | 12k | 5.70 |
|
| Diana Shipping (DSX) | 0.0 | $44k | 26k | 1.68 |
|
|
| Pennymac Corp Note 5.500% 3/1 (Principal) | 0.0 | $13k | NEW | 13k | 0.99 |
|
Past Filings by 180 Wealth Advisors
SEC 13F filings are viewable for 180 Wealth Advisors going back to 2017
- 180 Wealth Advisors 2025 Q3 filed Oct. 16, 2025
- 180 Wealth Advisors 2025 Q2 filed July 31, 2025
- 180 Wealth Advisors 2025 Q1 filed April 9, 2025
- 180 Wealth Advisors 2024 Q4 filed Jan. 14, 2025
- 180 Wealth Advisors 2024 Q3 filed Nov. 1, 2024
- 180 Wealth Advisors 2024 Q2 filed July 16, 2024
- 180 Wealth Advisors 2024 Q1 filed April 16, 2024
- 180 Wealth Advisors 2023 Q4 filed Jan. 25, 2024
- 180 Wealth Advisors 2023 Q3 filed Nov. 1, 2023
- 180 Wealth Advisors 2023 Q2 filed July 12, 2023
- 180 Wealth Advisors 2023 Q1 filed April 7, 2023
- 180 Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- 180 Wealth Advisors 2022 Q3 filed Oct. 12, 2022
- 180 Wealth Advisors 2022 Q2 filed July 11, 2022
- 180 Wealth Advisors 2022 Q1 filed April 22, 2022
- 180 Wealth Advisors 2021 Q4 filed Jan. 26, 2022