180 Wealth Advisors
Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, MNKD, and represent 19.54% of 180 Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$10M), BCX, SNOW, GRAL, SYM, VWO, EW, TDF, ACGL, HCA.
- Started 27 new stock positions in DUK, NFE, ABT, CIFR, EPD, VSS, GRAL, IVE, TAP, GT.
- Reduced shares in these 10 stocks: , HLT, , NVDA, AMZN, GNRC, JCI, DGRO, , VCIT.
- Sold out of its positions in APH, AN, BMRN, CDNS, GNRC, DNA, HLT, LQD, PSX, RL. VLO, BND, VCSH, VRSK, JCI, TEL.
- 180 Wealth Advisors was a net buyer of stock by $21M.
- 180 Wealth Advisors has $635M in assets under management (AUM), dropping by 3.61%.
- Central Index Key (CIK): 0001730817
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Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 445 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $47M | 110k | 430.30 |
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| Apple (AAPL) | 3.9 | $25M | 107k | 233.00 |
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| NVIDIA Corporation (NVDA) | 3.4 | $22M | -2% | 180k | 121.44 |
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| Amazon (AMZN) | 2.7 | $17M | -2% | 91k | 186.33 |
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| Mannkind Corp Com New (MNKD) | 2.1 | $13M | +2% | 2.1M | 6.29 |
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| Broadcom (AVGO) | 1.8 | $12M | +875% | 67k | 172.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $9.3M | 47k | 198.06 |
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| Tesla Motors (TSLA) | 1.4 | $9.1M | 35k | 261.63 |
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| Meta Platforms Cl A (META) | 1.4 | $8.6M | -2% | 15k | 572.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $8.2M | 64k | 128.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $7.4M | +10% | 154k | 47.85 |
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| Costco Wholesale Corporation (COST) | 1.1 | $7.3M | -2% | 8.2k | 886.53 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.1 | $7.2M | +4% | 285k | 25.13 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 1.0 | $6.3M | +4% | 474k | 13.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $6.2M | 37k | 167.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.1M | 37k | 165.85 |
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| Uipath Cl A (PATH) | 0.9 | $6.0M | +5% | 467k | 12.80 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.9 | $5.7M | 59k | 95.49 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.9 | $5.6M | 171k | 33.01 |
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| Blackrock Res & Commodities SHS (BCX) | 0.9 | $5.6M | +24% | 580k | 9.60 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $5.4M | +2% | 128k | 41.77 |
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| Wal-Mart Stores (WMT) | 0.8 | $5.2M | 65k | 80.75 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $5.2M | -6% | 45k | 117.22 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.8 | $4.9M | 56k | 88.28 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $4.9M | -2% | 28k | 173.67 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $4.7M | 82k | 57.53 |
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| Ishares Tr Global 100 Etf (IOO) | 0.7 | $4.6M | -2% | 46k | 99.16 |
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| Twilio Cl A (TWLO) | 0.7 | $4.4M | +2% | 68k | 65.22 |
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| Starbucks Corporation (SBUX) | 0.7 | $4.4M | -2% | 45k | 97.49 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $4.3M | +5% | 143k | 29.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.1M | +2% | 8.9k | 460.24 |
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| Qualcomm (QCOM) | 0.6 | $4.1M | 24k | 170.05 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $4.1M | +11% | 128k | 31.78 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $4.1M | 19k | 210.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $3.9M | -10% | 62k | 62.69 |
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| Nxp Semiconductors N V (NXPI) | 0.6 | $3.8M | 16k | 240.00 |
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| PNC Financial Services (PNC) | 0.6 | $3.8M | +3% | 21k | 184.85 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $3.8M | +9% | 94k | 39.82 |
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| Eaton Corp SHS (ETN) | 0.6 | $3.7M | 11k | 331.44 |
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| International Business Machines (IBM) | 0.6 | $3.7M | -2% | 17k | 221.08 |
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| Pulte (PHM) | 0.6 | $3.6M | +7% | 25k | 143.53 |
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| Kla Corp Com New (KLAC) | 0.5 | $3.5M | -5% | 4.5k | 774.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.4M | 210k | 16.05 |
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| Merck & Co (MRK) | 0.5 | $3.3M | +2% | 29k | 113.56 |
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| Pure Storage Cl A (PSTG) | 0.5 | $3.3M | 66k | 50.24 |
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| BlackRock (BLK) | 0.5 | $3.3M | 3.4k | 949.48 |
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| Applied Materials (AMAT) | 0.5 | $3.2M | 16k | 202.05 |
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| Snowflake Cl A (SNOW) | 0.5 | $3.2M | +50% | 28k | 114.86 |
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| Visa Com Cl A (V) | 0.5 | $3.1M | 11k | 274.94 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $3.1M | +5% | 79k | 39.69 |
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| Medtronic SHS (MDT) | 0.5 | $3.0M | +3% | 33k | 90.03 |
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| Pepsi (PEP) | 0.5 | $3.0M | +2% | 17k | 170.05 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $3.0M | +4% | 40k | 73.42 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $2.9M | -3% | 5.0k | 584.61 |
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| Amgen (AMGN) | 0.5 | $2.9M | 9.1k | 322.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.9M | -3% | 10k | 283.16 |
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| Emerson Electric (EMR) | 0.5 | $2.9M | +2% | 26k | 109.37 |
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| Chevron Corporation (CVX) | 0.4 | $2.8M | 19k | 147.27 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $2.8M | -3% | 35k | 78.69 |
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| salesforce (CRM) | 0.4 | $2.8M | 10k | 273.71 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $2.8M | -11% | 55k | 49.92 |
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| eBay (EBAY) | 0.4 | $2.7M | +2% | 42k | 65.11 |
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| Illumina (ILMN) | 0.4 | $2.7M | 21k | 130.41 |
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| Prologis (PLD) | 0.4 | $2.6M | +2% | 21k | 126.28 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.6M | +4% | 41k | 64.81 |
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| American Tower Reit (AMT) | 0.4 | $2.6M | 11k | 232.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.6M | 33k | 78.05 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.6M | 28k | 91.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.5M | -2% | 4.8k | 527.62 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $2.4M | 14k | 167.67 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | -4% | 2.7k | 885.94 |
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| Boeing Company (BA) | 0.4 | $2.3M | -3% | 15k | 152.04 |
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| Home Depot (HD) | 0.4 | $2.2M | -3% | 5.6k | 405.18 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 13k | 162.06 |
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| Ball Corporation (BALL) | 0.3 | $2.2M | +2% | 32k | 67.91 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $2.1M | 54k | 39.25 |
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| Avery Dennison Corporation (AVY) | 0.3 | $2.1M | +2% | 9.4k | 220.76 |
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| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.3 | $2.0M | 134k | 15.08 |
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| Lam Research Corporation (LRCX) | 0.3 | $2.0M | 2.5k | 816.13 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $2.0M | 67k | 30.23 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.0M | 10k | 200.77 |
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| Verizon Communications (VZ) | 0.3 | $2.0M | -3% | 44k | 44.91 |
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| Metropcs Communications (TMUS) | 0.3 | $2.0M | +23% | 9.5k | 206.36 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.3 | $1.9M | +7% | 31k | 63.72 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.9M | 56k | 34.49 |
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| Gentex Corporation (GNTX) | 0.3 | $1.9M | +2% | 65k | 29.69 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.9M | -7% | 16k | 121.16 |
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| Procter & Gamble Company (PG) | 0.3 | $1.9M | -6% | 11k | 173.19 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.9M | +14% | 21k | 89.36 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.9M | 16k | 119.70 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.8M | 3.7k | 491.27 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.7M | +8% | 19k | 87.80 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $1.6M | +10% | 59k | 27.41 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $1.6M | +64% | 14k | 111.88 |
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| Netflix (NFLX) | 0.2 | $1.5M | -2% | 2.2k | 709.27 |
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| Caterpillar (CAT) | 0.2 | $1.5M | -2% | 3.8k | 391.09 |
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| Zscaler Incorporated (ZS) | 0.2 | $1.5M | 8.5k | 170.94 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.5M | 12k | 117.62 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.4M | 5.8k | 246.47 |
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| Oracle Corporation (ORCL) | 0.2 | $1.4M | 8.4k | 170.41 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.2 | $1.4M | +26% | 30k | 46.12 |
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| Lululemon Athletica (LULU) | 0.2 | $1.3M | +41% | 5.0k | 271.35 |
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| Edwards Lifesciences (EW) | 0.2 | $1.3M | +97% | 20k | 65.99 |
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| Intel Corporation (INTC) | 0.2 | $1.3M | +15% | 57k | 23.46 |
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| Schlumberger Com Stk (SLB) | 0.2 | $1.3M | +4% | 32k | 41.95 |
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| General Dynamics Corporation (GD) | 0.2 | $1.3M | -7% | 4.3k | 302.22 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.3M | -2% | 6.8k | 188.57 |
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| At&t (T) | 0.2 | $1.3M | -7% | 57k | 22.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | -7% | 2.2k | 576.78 |
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| UnitedHealth (UNH) | 0.2 | $1.2M | 2.1k | 584.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | -4% | 2.6k | 488.00 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.2M | +9% | 20k | 62.11 |
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| General Motors Company (GM) | 0.2 | $1.2M | -12% | 27k | 44.84 |
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| Match Group (MTCH) | 0.2 | $1.2M | -10% | 32k | 37.84 |
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| Moderna (MRNA) | 0.2 | $1.2M | +20% | 18k | 66.83 |
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| D.R. Horton (DHI) | 0.2 | $1.2M | -3% | 6.1k | 190.76 |
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| Arista Networks (ANET) | 0.2 | $1.2M | 3.0k | 383.81 |
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| Goldman Sachs (GS) | 0.2 | $1.1M | +8% | 2.3k | 495.16 |
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| Servicenow (NOW) | 0.2 | $1.1M | 1.3k | 894.39 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $1.1M | +41% | 22k | 50.91 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.1M | +2% | 10k | 110.47 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $1.1M | -15% | 11k | 100.70 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $1.1M | 32k | 34.28 |
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| Gabelli mutual funds - (GGZ) | 0.2 | $1.1M | +11% | 87k | 12.41 |
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| United Rentals (URI) | 0.2 | $1.1M | 1.3k | 809.73 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.0M | +52% | 16k | 64.86 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $1.0M | -4% | 51k | 20.46 |
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| Cyberark Software SHS (CYBR) | 0.2 | $1.0M | 3.6k | 291.61 |
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| Gabelli Dividend & Income Trust (GDV) | 0.2 | $1.0M | +5% | 43k | 24.45 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.0M | -4% | 3.7k | 280.47 |
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| Crocs (CROX) | 0.2 | $1.0M | -2% | 7.1k | 144.81 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.2 | $1.0M | +4% | 152k | 6.57 |
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| Hca Holdings (HCA) | 0.2 | $994k | +113% | 2.4k | 406.43 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $988k | -8% | 56k | 17.65 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $988k | -3% | 10k | 94.72 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $966k | +2% | 19k | 50.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $966k | -3% | 2.5k | 383.93 |
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| Cleveland-cliffs (CLF) | 0.2 | $963k | +18% | 75k | 12.77 |
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| Bristol Myers Squibb (BMY) | 0.2 | $960k | +11% | 19k | 51.74 |
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| East West Ban (EWBC) | 0.1 | $949k | -2% | 12k | 82.74 |
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| Grail (GRAL) | 0.1 | $949k | NEW | 69k | 13.76 |
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| Templeton Dragon Fund (TDF) | 0.1 | $948k | +210% | 104k | 9.16 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $930k | +17% | 20k | 45.88 |
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| American Express Company (AXP) | 0.1 | $928k | +93% | 3.4k | 271.20 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $926k | 32k | 28.70 |
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| Copart (CPRT) | 0.1 | $923k | -16% | 18k | 52.40 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $922k | -6% | 1.7k | 528.00 |
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| Voc Energy Tr Tr Unit (VOC) | 0.1 | $912k | +11% | 185k | 4.93 |
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| Pfizer (PFE) | 0.1 | $903k | 31k | 28.94 |
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| Progressive Corporation (PGR) | 0.1 | $900k | 3.5k | 253.76 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $900k | +2% | 7.7k | 116.96 |
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| Devon Energy Corporation (DVN) | 0.1 | $895k | +20% | 23k | 39.12 |
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| Symbotic Class A Com (SYM) | 0.1 | $892k | NEW | 37k | 24.39 |
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| Hldgs (UAL) | 0.1 | $884k | +5% | 16k | 57.06 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $881k | -9% | 9.2k | 95.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $863k | +11% | 8.1k | 106.12 |
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| 3M Company (MMM) | 0.1 | $854k | +134% | 6.2k | 136.69 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $850k | 1.6k | 517.66 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $839k | -2% | 4.0k | 211.48 |
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| Garmin SHS (GRMN) | 0.1 | $823k | 4.7k | 176.02 |
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| Coupang Cl A (CPNG) | 0.1 | $805k | -2% | 33k | 24.55 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $803k | 22k | 36.15 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $798k | -3% | 24k | 33.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $796k | +153% | 3.4k | 237.22 |
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| Organon & Co Common Stock (OGN) | 0.1 | $796k | -3% | 42k | 19.13 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $794k | 1.9k | 423.06 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $782k | 29k | 26.69 |
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| Jd.com Spon Ads Cl A (JD) | 0.1 | $755k | +3% | 19k | 40.00 |
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| Tc Energy Corp (TRP) | 0.1 | $754k | -11% | 16k | 47.55 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $754k | -2% | 1.5k | 493.88 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $748k | -3% | 898.00 | 833.25 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $731k | 27k | 26.97 |
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| Uber Technologies (UBER) | 0.1 | $726k | +5% | 9.7k | 75.16 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $722k | 1.2k | 618.59 |
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| Bank of America Corporation (BAC) | 0.1 | $722k | 18k | 39.68 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $699k | 3.1k | 225.73 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $692k | +18% | 15k | 47.27 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $690k | 20k | 34.79 |
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| Nio Spon Ads (NIO) | 0.1 | $684k | 102k | 6.68 |
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| Corning Incorporated (GLW) | 0.1 | $678k | -2% | 15k | 45.15 |
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| Nutanix Cl A (NTNX) | 0.1 | $666k | +3% | 11k | 59.25 |
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| Paypal Holdings (PYPL) | 0.1 | $664k | -3% | 8.5k | 78.03 |
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| Quanta Services (PWR) | 0.1 | $651k | 2.2k | 298.15 |
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| Shell Spon Ads (SHEL) | 0.1 | $649k | 9.8k | 65.95 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $646k | 8.3k | 77.91 |
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| TJX Companies (TJX) | 0.1 | $643k | -3% | 5.5k | 117.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $642k | -3% | 3.9k | 164.08 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $634k | +30% | 19k | 34.02 |
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| Listed Fd Tr Roundhill Magnif (MAGS) | 0.1 | $629k | -19% | 13k | 47.68 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $623k | 9.8k | 63.26 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $622k | +26% | 8.7k | 71.17 |
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| Lowe's Companies (LOW) | 0.1 | $622k | -4% | 2.3k | 270.80 |
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| Altria (MO) | 0.1 | $620k | 12k | 51.04 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $615k | 3.5k | 174.56 |
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| McDonald's Corporation (MCD) | 0.1 | $615k | -6% | 2.0k | 304.54 |
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| McKesson Corporation (MCK) | 0.1 | $609k | +7% | 1.2k | 494.49 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $606k | +29% | 52k | 11.68 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $606k | +7% | 73k | 8.25 |
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| Flowserve Corporation (FLS) | 0.1 | $604k | +40% | 12k | 51.69 |
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| Blackrock Muniyield Fund (MYD) | 0.1 | $597k | -3% | 52k | 11.43 |
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| Zoetis Cl A (ZTS) | 0.1 | $594k | -4% | 3.0k | 195.36 |
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| Ferrari Nv Ord (RACE) | 0.1 | $591k | -3% | 1.3k | 470.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $589k | -2% | 1.7k | 353.48 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $578k | -6% | 18k | 31.73 |
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| Coca-Cola Company (KO) | 0.1 | $576k | -2% | 8.0k | 71.86 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $572k | 4.8k | 119.07 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $570k | 4.0k | 142.28 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.1 | $569k | +24% | 99k | 5.75 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $560k | 2.3k | 243.06 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $558k | 6.7k | 83.15 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $546k | 951.00 | 573.64 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $546k | 18k | 30.15 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $541k | +5% | 2.2k | 245.45 |
|
| General Mills (GIS) | 0.1 | $530k | -6% | 7.2k | 73.85 |
|
| Cisco Systems (CSCO) | 0.1 | $529k | 9.9k | 53.22 |
|
|
| Micron Technology (MU) | 0.1 | $527k | +2% | 5.1k | 103.72 |
|
| Suncor Energy (SU) | 0.1 | $527k | +14% | 14k | 36.92 |
|
| Allegiant Travel Company (ALGT) | 0.1 | $513k | +3% | 9.3k | 55.06 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $513k | 9.2k | 55.63 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $512k | 6.1k | 83.80 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $510k | 1.9k | 263.83 |
|
|
| Gilead Sciences (GILD) | 0.1 | $509k | 6.1k | 83.84 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $508k | -15% | 2.4k | 215.40 |
|
| Consolidated Edison (ED) | 0.1 | $508k | 4.9k | 104.13 |
|
|
| Fastly Cl A (FSLY) | 0.1 | $507k | +37% | 67k | 7.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $507k | 8.1k | 62.32 |
|
|
| Elastic N V Ord Shs (ESTC) | 0.1 | $506k | +31% | 6.6k | 76.76 |
|
| Bumble Com Cl A (BMBL) | 0.1 | $503k | +21% | 79k | 6.38 |
|
| Walt Disney Company (DIS) | 0.1 | $503k | -3% | 5.2k | 96.20 |
|
| Paycom Software (PAYC) | 0.1 | $501k | +63% | 3.0k | 166.57 |
|
| Skyworks Solutions (SWKS) | 0.1 | $495k | -2% | 5.0k | 98.77 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $492k | +13% | 10k | 47.12 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $491k | +37% | 8.5k | 57.62 |
|
| Abbvie (ABBV) | 0.1 | $490k | 2.5k | 197.46 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $488k | 21k | 22.98 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $479k | 3.5k | 135.08 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $479k | -43% | 5.7k | 83.75 |
|
| News Corp Cl A (NWSA) | 0.1 | $478k | 18k | 26.63 |
|
|
| EOG Resources (EOG) | 0.1 | $475k | -16% | 3.9k | 122.92 |
|
| Lincoln National Corporation (LNC) | 0.1 | $472k | +5% | 15k | 31.51 |
|
| Marvell Technology (MRVL) | 0.1 | $469k | +5% | 6.5k | 72.13 |
|
| Shopify Cl A (SHOP) | 0.1 | $469k | +2% | 5.8k | 80.14 |
|
| Linde SHS (LIN) | 0.1 | $465k | -6% | 976.00 | 476.86 |
|
| Meritage Homes Corporation (MTH) | 0.1 | $465k | -31% | 2.3k | 205.07 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $464k | -5% | 9.8k | 47.46 |
|
| Olin Corp Com Par $1 (OLN) | 0.1 | $461k | -21% | 9.6k | 47.98 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $454k | +3% | 3.9k | 115.67 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $449k | NEW | 3.1k | 145.74 |
|
| American Intl Group Com New (AIG) | 0.1 | $449k | +2% | 6.1k | 73.23 |
|
| Deere & Company (DE) | 0.1 | $447k | 1.1k | 417.33 |
|
|
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.1 | $446k | +111% | 6.2k | 72.52 |
|
| Bny Mellon Strategic Muns (LEO) | 0.1 | $444k | -10% | 68k | 6.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $432k | +12% | 6.7k | 64.74 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $427k | +6% | 8.0k | 53.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $424k | -4% | 912.00 | 464.96 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $423k | -5% | 8.4k | 50.65 |
|
| Autodesk (ADSK) | 0.1 | $421k | -4% | 1.5k | 275.48 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $419k | -2% | 6.7k | 62.38 |
|
| FedEx Corporation (FDX) | 0.1 | $419k | 1.5k | 273.68 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $418k | 7.3k | 57.63 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $410k | NEW | 7.1k | 57.52 |
|
| Ge Vernova (GEV) | 0.1 | $408k | -2% | 1.6k | 254.98 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $407k | 21k | 19.44 |
|
|
| Mohawk Industries (MHK) | 0.1 | $407k | NEW | 2.5k | 160.68 |
|
| Kinross Gold Corp (KGC) | 0.1 | $406k | 43k | 9.36 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $403k | +21% | 40k | 10.02 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $400k | 2.5k | 162.91 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $400k | 633.00 | 631.82 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $400k | +3% | 6.2k | 64.62 |
|
| Ford Motor Company (F) | 0.1 | $398k | -23% | 38k | 10.56 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $398k | -6% | 1.9k | 206.61 |
|
| Williams Companies (WMB) | 0.1 | $395k | 8.7k | 45.65 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $395k | -16% | 733.00 | 538.25 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.1 | $391k | -2% | 46k | 8.52 |
|
| Harley-Davidson (HOG) | 0.1 | $391k | -27% | 10k | 38.53 |
|
| Allstate Corporation (ALL) | 0.1 | $391k | +7% | 2.1k | 189.65 |
|
| Kinder Morgan (KMI) | 0.1 | $391k | -3% | 18k | 22.09 |
|
| ConocoPhillips (COP) | 0.1 | $390k | +3% | 3.7k | 105.28 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $388k | +2% | 7.9k | 48.81 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $387k | 8.4k | 45.86 |
|
|
| Honeywell International (HON) | 0.1 | $386k | -3% | 1.9k | 206.74 |
|
| Genuine Parts Company (GPC) | 0.1 | $382k | -13% | 2.7k | 139.68 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $382k | -5% | 3.9k | 98.80 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $382k | 2.3k | 166.20 |
|
|
| Darden Restaurants (DRI) | 0.1 | $379k | +3% | 2.3k | 164.13 |
|
| Arcadium Lithium Com Shs (ALTM) | 0.1 | $377k | +17% | 132k | 2.85 |
|
| Realty Income (O) | 0.1 | $375k | -6% | 5.9k | 63.42 |
|
| International Paper Company (IP) | 0.1 | $375k | -6% | 7.7k | 48.85 |
|
| Transocean Registered Shs (RIG) | 0.1 | $374k | +26% | 88k | 4.25 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $374k | +6% | 2.1k | 178.57 |
|
| CSX Corporation (CSX) | 0.1 | $371k | 11k | 34.53 |
|
|
| Masimo Corporation (MASI) | 0.1 | $371k | +2% | 2.8k | 133.33 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $368k | +24% | 21k | 17.24 |
|
| Cdw (CDW) | 0.1 | $367k | -18% | 1.6k | 226.30 |
|
| Rocket Lab Usa (RKLB) | 0.1 | $366k | -6% | 38k | 9.73 |
|
| BlackRock Inv. Quality Munic. Trust (BKN) | 0.1 | $365k | 28k | 12.92 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $363k | 3.8k | 95.74 |
|
|
| S&p Global (SPGI) | 0.1 | $360k | -7% | 696.00 | 516.62 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $359k | +24% | 82k | 4.37 |
|
| Elanco Animal Health (ELAN) | 0.1 | $356k | -5% | 24k | 14.69 |
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.1 | $355k | 13k | 27.75 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $355k | +12% | 9.5k | 37.20 |
|
| Humana (HUM) | 0.1 | $354k | -3% | 1.1k | 316.64 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $354k | 2.8k | 128.03 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $349k | +3% | 157k | 2.23 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $347k | -4% | 2.8k | 125.64 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $344k | +28% | 2.6k | 134.83 |
|
| Illinois Tool Works (ITW) | 0.1 | $344k | 1.3k | 262.03 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $340k | 6.0k | 56.49 |
|
|
| Mosaic (MOS) | 0.1 | $338k | +17% | 13k | 26.78 |
|
| Entergy Corporation (ETR) | 0.1 | $338k | -6% | 2.6k | 131.61 |
|
| Dow (DOW) | 0.1 | $337k | +35% | 6.2k | 54.63 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $336k | -7% | 4.8k | 69.67 |
|
| Incyte Corporation (INCY) | 0.1 | $333k | 5.0k | 66.10 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $330k | -2% | 3.4k | 96.57 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $329k | +3% | 1.5k | 220.83 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $328k | -21% | 558.00 | 586.97 |
|
| Workday Cl A (WDAY) | 0.1 | $322k | 1.3k | 244.41 |
|
|
| Etsy (ETSY) | 0.1 | $321k | +55% | 5.8k | 55.53 |
|
| Automatic Data Processing (ADP) | 0.1 | $321k | -11% | 1.2k | 276.73 |
|
| Nutrien (NTR) | 0.1 | $321k | +30% | 6.7k | 48.06 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $317k | -3% | 16k | 19.89 |
|
| MetLife (MET) | 0.0 | $315k | 3.8k | 82.48 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $314k | 273.00 | 1151.60 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $314k | +48% | 2.3k | 136.35 |
|
| Unity Software (U) | 0.0 | $313k | +6% | 14k | 22.62 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $310k | -6% | 614.00 | 505.22 |
|
| Principal Financial (PFG) | 0.0 | $309k | -5% | 3.6k | 85.91 |
|
| Qorvo (QRVO) | 0.0 | $307k | +3% | 3.0k | 103.30 |
|
| BP Sponsored Adr (BP) | 0.0 | $304k | 9.7k | 31.39 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $303k | 4.2k | 71.54 |
|
|
| Timberland Ban (TSBK) | 0.0 | $303k | 10k | 30.26 |
|
|
| BorgWarner (BWA) | 0.0 | $296k | -25% | 8.2k | 36.29 |
|
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.0 | $295k | -6% | 5.9k | 49.65 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $293k | 1.7k | 170.56 |
|
|
| Intuit (INTU) | 0.0 | $292k | +3% | 470.00 | 621.00 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $289k | +4% | 8.7k | 33.23 |
|
| Caci Intl Cl A (CACI) | 0.0 | $289k | NEW | 572.00 | 504.56 |
|
| Vici Pptys (VICI) | 0.0 | $287k | -3% | 8.6k | 33.31 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $286k | 12k | 23.95 |
|
|
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $285k | -3% | 6.7k | 42.41 |
|
| Tidewater (TDW) | 0.0 | $285k | +8% | 4.0k | 71.79 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $285k | 884.00 | 321.95 |
|
|
| Digitalocean Hldgs (DOCN) | 0.0 | $282k | 7.0k | 40.39 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $280k | -2% | 5.5k | 51.12 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $280k | +4% | 1.6k | 179.88 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $278k | 2.0k | 139.36 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $278k | -2% | 12k | 24.23 |
|
| Toll Brothers (TOL) | 0.0 | $277k | -7% | 1.8k | 154.49 |
|
| Alaska Air (ALK) | 0.0 | $275k | 6.1k | 45.21 |
|
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $272k | -7% | 5.3k | 51.50 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $272k | 6.0k | 45.19 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $272k | 795.00 | 341.80 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $271k | +3% | 9.5k | 28.41 |
|
| Synopsys (SNPS) | 0.0 | $271k | -9% | 535.00 | 506.39 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $270k | -2% | 27k | 10.18 |
|
| Paychex (PAYX) | 0.0 | $267k | -3% | 2.0k | 134.18 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $266k | -5% | 1.9k | 140.34 |
|
| Ametek (AME) | 0.0 | $262k | -3% | 1.5k | 171.71 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $261k | -5% | 282.00 | 924.50 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $256k | -2% | 3.3k | 78.75 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $254k | 5.6k | 45.32 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $253k | 1.3k | 189.74 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $252k | 198.00 | 1273.01 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $252k | -2% | 1.9k | 135.45 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $250k | -7% | 4.4k | 57.41 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.0 | $249k | NEW | 4.3k | 58.19 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $249k | NEW | 6.8k | 36.44 |
|
| Pinterest Cl A (PINS) | 0.0 | $247k | NEW | 7.6k | 32.37 |
|
| Magna Intl Inc cl a (MGA) | 0.0 | $246k | +2% | 6.0k | 41.04 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $245k | +25% | 22k | 11.10 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $244k | -3% | 1.6k | 153.71 |
|
| Teck Resources CL B (TECK) | 0.0 | $243k | -2% | 4.6k | 52.24 |
|
| Albemarle Corporation (ALB) | 0.0 | $240k | -17% | 2.5k | 94.71 |
|
| Enterprise Products Partners (EPD) | 0.0 | $239k | NEW | 8.2k | 29.11 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $239k | 1.8k | 131.40 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $238k | -9% | 3.1k | 76.70 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $237k | +2% | 7.5k | 31.63 |
|
| Cintas Corporation (CTAS) | 0.0 | $236k | +278% | 1.1k | 205.88 |
|
| Dynatrace Com New (DT) | 0.0 | $233k | NEW | 4.4k | 53.47 |
|
| New Fortress Energy Com Cl A (NFE) | 0.0 | $232k | NEW | 26k | 9.09 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $225k | NEW | 610.00 | 368.53 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $224k | 2.6k | 85.54 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $223k | 1.2k | 179.30 |
|
|
| Kraft Heinz (KHC) | 0.0 | $223k | -3% | 6.3k | 35.11 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $222k | -3% | 1.4k | 153.97 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $222k | 12k | 18.50 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $221k | NEW | 1.8k | 125.93 |
|
| Digital Realty Trust (DLR) | 0.0 | $221k | +3% | 1.4k | 161.78 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $220k | -3% | 2.4k | 90.20 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $219k | NEW | 1.4k | 159.58 |
|
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.0 | $219k | NEW | 19k | 11.60 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $218k | -3% | 19k | 11.28 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $217k | NEW | 948.00 | 229.10 |
|
| Ouster Com New (OUST) | 0.0 | $216k | +48% | 34k | 6.30 |
|
| L3harris Technologies (LHX) | 0.0 | $216k | 906.00 | 237.83 |
|
|
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $215k | +3% | 17k | 12.89 |
|
| Synchrony Financial (SYF) | 0.0 | $213k | -7% | 4.3k | 49.88 |
|
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $212k | +39% | 31k | 6.94 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $212k | NEW | 471.00 | 449.63 |
|
| Orange Sponsored Adr (ORAN) | 0.0 | $211k | +11% | 18k | 11.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $211k | NEW | 1.1k | 197.17 |
|
| Aon Shs Cl A (AON) | 0.0 | $211k | NEW | 609.00 | 345.99 |
|
| Abbott Laboratories (ABT) | 0.0 | $211k | NEW | 1.8k | 114.01 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $209k | NEW | 1.8k | 115.30 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $207k | 19k | 10.97 |
|
|
| Teradyne (TER) | 0.0 | $207k | -5% | 1.5k | 133.94 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $205k | +17% | 4.4k | 46.98 |
|
| Canadian Natl Ry (CNI) | 0.0 | $205k | -11% | 1.7k | 117.15 |
|
| Nextera Energy (NEE) | 0.0 | $204k | NEW | 2.4k | 84.54 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $204k | NEW | 6.2k | 32.72 |
|
| Ubs Group SHS (UBS) | 0.0 | $204k | -6% | 6.6k | 30.91 |
|
| Nrg Energy Com New (NRG) | 0.0 | $201k | NEW | 2.2k | 91.10 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $200k | -4% | 534.00 | 375.23 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $196k | -17% | 19k | 10.46 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $193k | +50% | 79k | 2.45 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $192k | -29% | 14k | 13.43 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $178k | -9% | 37k | 4.86 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $170k | +47% | 26k | 6.59 |
|
| Female Health (VERU) | 0.0 | $160k | +4% | 208k | 0.77 |
|
| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $145k | 101k | 1.44 |
|
|
| Clough Global Opportunities Sh Ben Int (GLO) | 0.0 | $145k | -4% | 27k | 5.45 |
|
| Xpeng Ads (XPEV) | 0.0 | $130k | 11k | 12.18 |
|
|
| Matterport Com Cl A (MTTR) | 0.0 | $126k | 28k | 4.50 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $122k | 13k | 9.76 |
|
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $120k | 12k | 10.27 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $115k | 14k | 8.07 |
|
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $112k | 11k | 10.57 |
|
|
| Hello Group Ads (MOMO) | 0.0 | $110k | +4% | 15k | 7.61 |
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $109k | NEW | 12k | 8.85 |
|
| Invesco Mortgage Capital (IVR) | 0.0 | $108k | +6% | 12k | 9.39 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $107k | 12k | 8.65 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $105k | 21k | 5.00 |
|
|
| Fortress Biotech Com New (FBIO) | 0.0 | $99k | +9% | 68k | 1.45 |
|
| Checkpoint Therapeutics Com New (CKPT) | 0.0 | $99k | +2% | 44k | 2.24 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $92k | 38k | 2.44 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $71k | -19% | 40k | 1.77 |
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $67k | 17k | 4.07 |
|
|
| Diana Shipping (DSX) | 0.0 | $57k | 22k | 2.57 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $55k | +134% | 62k | 0.90 |
|
| Cipher Mining (CIFR) | 0.0 | $39k | NEW | 10k | 3.87 |
|
| Allianzgi Convertible & Income (NCV) | 0.0 | $39k | 11k | 3.50 |
|
|
| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $34k | 13k | 2.63 |
|
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.0 | $23k | 24k | 0.95 |
|
|
| Lendingtree Note 0.500% 7/1 (Principal) | 0.0 | $11k | 12k | 0.93 |
|
Past Filings by 180 Wealth Advisors
SEC 13F filings are viewable for 180 Wealth Advisors going back to 2017
- 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
- 180 Wealth Advisors 2021 Q3 filed Oct. 28, 2021
- 180 Wealth Advisors 2021 Q2 filed Aug. 13, 2021
- 180 Wealth Advisors 2021 Q1 filed May 25, 2021
- 180 Wealth Advisors 2020 Q4 filed Jan. 27, 2021