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, AVGO, and represent 19.75% of 180 Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT, LLY, MNKD, BCX, DFAI, MCK, SLVP, TWLO, MLM, GRMN.
- Started 40 new stock positions in PAYC, NEM, IBKR, ORLY, THC, XLV, WELL, MCK, TECK, NET.
- Reduced shares in these 10 stocks: Alteryx, NVDA, , CVS, stock, Livent Corp, MGM, QCOM, NUE, APD.
- Sold out of its positions in ABT, APD, Alteryx, CMI, DD, DT, Etf Managers Tr purefunds ise jr, ENPH, EQNR, HDB. PFF, IEMG, LHX, Livent Corp, MGM, NEE, QLD, stock, VKTX, Western Digital Corp note 1.500% 2/0, EG.
- 180 Wealth Advisors was a net buyer of stock by $11M.
- 180 Wealth Advisors has $556M in assets under management (AUM), dropping by 11.34%.
- Central Index Key (CIK): 0001730817
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180 Wealth Advisors holds 404 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 8.5 | $47M | 112k | 420.72 |
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Apple (AAPL) | 3.3 | $18M | 107k | 171.48 |
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NVIDIA Corporation (NVDA) | 3.2 | $18M | -17% | 20k | 903.58 |
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Amazon (AMZN) | 3.0 | $17M | 93k | 180.38 |
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Broadcom (AVGO) | 1.8 | $9.7M | 7.4k | 1325.50 |
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Mannkind Corp Com New (MNKD) | 1.6 | $8.8M | +12% | 1.9M | 4.53 |
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Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $8.7M | 48k | 182.61 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $7.7M | 63k | 120.99 |
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Meta Platforms Cl A (META) | 1.3 | $7.4M | -3% | 15k | 485.58 |
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Costco Wholesale Corporation (COST) | 1.2 | $6.5M | 8.8k | 732.59 |
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Tesla Motors (TSLA) | 1.1 | $6.0M | +6% | 34k | 175.79 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 1.1 | $5.9M | 276k | 21.24 |
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Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.8M | -2% | 38k | 152.26 |
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Exxon Mobil Corporation (XOM) | 1.0 | $5.7M | -3% | 49k | 116.24 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 1.0 | $5.5M | 61k | 90.44 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.5M | -2% | 36k | 150.93 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $5.3M | +11% | 126k | 41.77 |
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Prologis (PLD) | 0.9 | $5.0M | 38k | 130.22 |
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Uipath Cl A (PATH) | 0.8 | $4.6M | +7% | 203k | 22.67 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.8 | $4.6M | 56k | 81.53 |
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Ishares Tr Eafe Value Etf (EFV) | 0.8 | $4.5M | 83k | 54.40 |
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Comcast Corp Cl A (CMCSA) | 0.8 | $4.5M | -3% | 103k | 43.35 |
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Ishares Tr Global 100 Etf (IOO) | 0.8 | $4.4M | -2% | 49k | 89.41 |
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Ishares Msci Gbl Gold Mn (RING) | 0.8 | $4.3M | +6% | 171k | 25.29 |
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Ishares Msci Glb Slv&mtl (SLVP) | 0.8 | $4.3M | +21% | 426k | 10.16 |
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Ishares Tr Core Div Grwth (DGRO) | 0.8 | $4.3M | -6% | 74k | 58.06 |
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Starbucks Corporation (SBUX) | 0.7 | $4.1M | 45k | 91.39 |
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Nxp Semiconductors N V (NXPI) | 0.7 | $4.0M | +3% | 16k | 247.78 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $4.0M | 30k | 136.05 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $3.9M | 19k | 200.30 |
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Eli Lilly & Co. (LLY) | 0.7 | $3.8M | +79% | 4.9k | 777.96 |
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Wal-Mart Stores (WMT) | 0.7 | $3.8M | +210% | 64k | 60.17 |
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Kla Corp Com New (KLAC) | 0.7 | $3.8M | -2% | 5.5k | 698.62 |
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Merck & Co (MRK) | 0.7 | $3.8M | +3% | 29k | 131.95 |
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Blackrock Res & Commodities SHS (BCX) | 0.7 | $3.7M | +30% | 411k | 9.08 |
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Pure Storage Cl A (PSTG) | 0.7 | $3.7M | -4% | 71k | 51.99 |
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Eaton Corp SHS (ETN) | 0.7 | $3.7M | +3% | 12k | 312.68 |
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Applied Materials (AMAT) | 0.6 | $3.6M | +17% | 18k | 206.23 |
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salesforce (CRM) | 0.6 | $3.5M | 12k | 301.18 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $3.5M | -2% | 221k | 15.73 |
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Twilio Cl A (TWLO) | 0.6 | $3.3M | +29% | 54k | 61.15 |
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International Business Machines (IBM) | 0.6 | $3.3M | 17k | 190.96 |
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.6 | $3.2M | +5% | 134k | 23.81 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $3.2M | +34% | 105k | 30.22 |
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PNC Financial Services (PNC) | 0.6 | $3.1M | +3% | 19k | 161.60 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.1M | +2% | 7.4k | 420.51 |
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Boeing Company (BA) | 0.6 | $3.1M | +6% | 16k | 192.99 |
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Visa Com Cl A (V) | 0.5 | $3.0M | +4% | 11k | 279.09 |
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TJX Companies (TJX) | 0.5 | $3.0M | -10% | 30k | 101.42 |
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Chevron Corporation (CVX) | 0.5 | $3.0M | -4% | 19k | 157.74 |
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Pepsi (PEP) | 0.5 | $2.9M | +3% | 17k | 175.01 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $2.9M | 37k | 76.67 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.8M | +6% | 11k | 259.89 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $2.6M | +5% | 38k | 68.80 |
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Medtronic SHS (MDT) | 0.5 | $2.6M | +8% | 30k | 87.15 |
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Qualcomm (QCOM) | 0.5 | $2.6M | -16% | 15k | 169.30 |
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Charles Schwab Corporation (SCHW) | 0.5 | $2.6M | +10% | 36k | 72.34 |
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $2.6M | +7% | 70k | 36.54 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.5M | 33k | 74.22 |
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Freeport-mcmoran CL B (FCX) | 0.4 | $2.5M | +4% | 52k | 47.02 |
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BlackRock (BLK) | 0.4 | $2.5M | +12% | 2.9k | 833.79 |
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Lockheed Martin Corporation (LMT) | 0.4 | $2.4M | 5.4k | 454.87 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.4M | -4% | 29k | 83.58 |
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MetLife (MET) | 0.4 | $2.4M | +5% | 33k | 74.11 |
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Tractor Supply Company (TSCO) | 0.4 | $2.4M | 9.2k | 261.72 |
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Cisco Systems (CSCO) | 0.4 | $2.4M | +6% | 48k | 49.91 |
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Lam Research Corporation (LRCX) | 0.4 | $2.4M | 2.4k | 971.62 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $2.3M | 15k | 155.91 |
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Home Depot (HD) | 0.4 | $2.2M | 5.8k | 383.58 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $2.2M | +36% | 70k | 31.62 |
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Snowflake Cl A (SNOW) | 0.4 | $2.2M | +19% | 13k | 161.59 |
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Illumina (ILMN) | 0.4 | $2.1M | +8% | 16k | 137.32 |
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Walt Disney Company (DIS) | 0.4 | $2.1M | +7% | 17k | 122.36 |
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Johnson & Johnson (JNJ) | 0.4 | $2.1M | 13k | 158.19 |
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Verizon Communications (VZ) | 0.4 | $2.0M | -4% | 47k | 41.96 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.9M | 10k | 191.89 |
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Avery Dennison Corporation (AVY) | 0.3 | $1.9M | +5% | 8.6k | 223.24 |
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Procter & Gamble Company (PG) | 0.3 | $1.9M | 12k | 162.25 |
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Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $1.9M | 67k | 28.04 |
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International Flavors & Fragrances (IFF) | 0.3 | $1.9M | +13% | 22k | 85.99 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.8M | 56k | 32.68 |
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Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.3 | $1.8M | +7% | 133k | 13.63 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.8M | +5% | 3.7k | 480.73 |
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Intel Corporation (INTC) | 0.3 | $1.7M | +3% | 40k | 44.17 |
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Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | -3% | 18k | 97.53 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.7M | 16k | 110.50 |
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Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $1.7M | 54k | 30.91 |
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Zscaler Incorporated (ZS) | 0.3 | $1.7M | -8% | 8.6k | 192.63 |
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Ball Corporation (BALL) | 0.3 | $1.6M | +9% | 24k | 67.36 |
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Schlumberger Com Stk (SLB) | 0.3 | $1.6M | -7% | 30k | 54.81 |
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Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.6M | 17k | 94.41 |
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Moderna (MRNA) | 0.3 | $1.6M | +4% | 15k | 106.56 |
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Spdr Ser Tr S&p Metals Mng (XME) | 0.3 | $1.5M | +15% | 26k | 60.28 |
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Copart (CPRT) | 0.3 | $1.5M | +3% | 26k | 57.92 |
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Intuitive Surgical Com New (ISRG) | 0.3 | $1.5M | 3.7k | 399.09 |
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Union Pacific Corporation (UNP) | 0.3 | $1.4M | -3% | 5.9k | 245.92 |
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General Motors Company (GM) | 0.3 | $1.4M | +11% | 32k | 45.35 |
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General Dynamics Corporation (GD) | 0.3 | $1.4M | -3% | 5.0k | 282.47 |
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Match Group (MTCH) | 0.3 | $1.4M | +18% | 38k | 36.28 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.4M | +6% | 2.6k | 525.72 |
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Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.4M | 13k | 110.21 |
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Cleveland-cliffs (CLF) | 0.2 | $1.3M | 59k | 22.74 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.3M | +27% | 15k | 85.06 |
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Netflix (NFLX) | 0.2 | $1.3M | +35% | 2.1k | 607.33 |
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General Electric Com New (GE) | 0.2 | $1.3M | +2% | 7.1k | 175.54 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | -14% | 3.8k | 320.59 |
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D.R. Horton (DHI) | 0.2 | $1.2M | +7% | 7.3k | 164.54 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $1.2M | +31% | 47k | 24.72 |
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Caterpillar (CAT) | 0.2 | $1.2M | +38% | 3.2k | 366.44 |
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United Rentals (URI) | 0.2 | $1.2M | -26% | 1.6k | 721.11 |
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Metropcs Communications (TMUS) | 0.2 | $1.1M | -20% | 6.9k | 163.22 |
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Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.1M | -6% | 11k | 107.41 |
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At&t (T) | 0.2 | $1.1M | 64k | 17.60 |
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Bhp Group Sponsored Ads (BHP) | 0.2 | $1.0M | 18k | 57.69 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.0M | -2% | 2.3k | 444.06 |
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Crocs (CROX) | 0.2 | $1.0M | 7.1k | 143.80 |
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Hewlett Packard Enterprise (HPE) | 0.2 | $1.0M | -6% | 56k | 17.73 |
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Oracle Corporation (ORCL) | 0.2 | $991k | 7.9k | 125.61 |
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Cyberark Software SHS (CYBR) | 0.2 | $977k | -25% | 3.7k | 265.63 |
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Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.2 | $974k | +44% | 19k | 51.36 |
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Edwards Lifesciences (EW) | 0.2 | $967k | 10k | 95.56 |
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UnitedHealth (UNH) | 0.2 | $959k | +40% | 1.9k | 494.70 |
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Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $956k | +7% | 31k | 31.16 |
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Northrop Grumman Corporation (NOC) | 0.2 | $947k | +5% | 2.0k | 478.60 |
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Garmin SHS (GRMN) | 0.2 | $937k | +181% | 6.3k | 148.88 |
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Servicenow (NOW) | 0.2 | $935k | +15% | 1.2k | 762.40 |
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Bristol Myers Squibb (BMY) | 0.2 | $933k | -9% | 17k | 54.23 |
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Aercap Holdings Nv SHS (AER) | 0.2 | $926k | +2% | 11k | 86.91 |
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Arista Networks (ANET) | 0.2 | $920k | 3.2k | 289.98 |
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East West Ban (EWBC) | 0.2 | $918k | 12k | 79.11 |
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Devon Energy Corporation (DVN) | 0.2 | $918k | +30% | 18k | 50.18 |
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Olin Corp Com Par $1 (OLN) | 0.2 | $886k | -5% | 15k | 58.80 |
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Delta Air Lines Inc Del Com New (DAL) | 0.2 | $882k | 18k | 47.87 |
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Gabelli Dividend & Income Trust (GDV) | 0.2 | $881k | +14% | 38k | 22.98 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $879k | 906.00 | 970.47 |
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Organon & Co Common Stock (OGN) | 0.2 | $867k | 46k | 18.80 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $863k | +4% | 2.5k | 344.26 |
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Harley-Davidson (HOG) | 0.2 | $852k | 20k | 43.74 |
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Goldman Sachs (GS) | 0.2 | $850k | 2.0k | 417.59 |
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Arch Cap Group Ord (ACGL) | 0.2 | $849k | 9.2k | 92.44 |
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Vanguard World Materials Etf (VAW) | 0.2 | $843k | +3% | 4.1k | 204.41 |
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AutoNation (AN) | 0.2 | $842k | +2% | 5.1k | 165.58 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $841k | +3% | 6.5k | 128.40 |
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Gabelli mutual funds - (GGZ) | 0.2 | $838k | +18% | 70k | 12.02 |
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Ishares Em Mkts Div Etf (DVYE) | 0.1 | $822k | +4% | 31k | 26.16 |
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Mp Materials Corp Com Cl A (MP) | 0.1 | $812k | +25% | 57k | 14.30 |
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Quanta Services (PWR) | 0.1 | $803k | +15% | 3.1k | 259.80 |
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Pfizer (PFE) | 0.1 | $791k | +3% | 29k | 27.75 |
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Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $783k | +11% | 16k | 49.29 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $778k | 1.5k | 504.68 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $777k | +12% | 7.0k | 110.52 |
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McKesson Corporation (MCK) | 0.1 | $775k | NEW | 1.4k | 536.91 |
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Meritage Homes Corporation (MTH) | 0.1 | $775k | -11% | 4.4k | 175.46 |
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Progressive Corporation (PGR) | 0.1 | $759k | +64% | 3.7k | 206.82 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $757k | +4% | 20k | 37.23 |
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Hilton Worldwide Holdings (HLT) | 0.1 | $757k | +2% | 3.5k | 213.31 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $753k | +8% | 21k | 35.91 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $746k | 1.9k | 397.67 |
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Cbre Clarion Global Real Estat re (IGR) | 0.1 | $742k | +4% | 138k | 5.38 |
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Baker Hughes Company Cl A (BKR) | 0.1 | $740k | +19% | 22k | 33.50 |
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Bank of America Corporation (BAC) | 0.1 | $737k | -7% | 19k | 37.92 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $702k | 1.5k | 481.65 |
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Ishares Tr Global Reit Etf (REET) | 0.1 | $689k | +2% | 29k | 23.68 |
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Ford Motor Company (F) | 0.1 | $679k | +15% | 51k | 13.28 |
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Thermo Fisher Scientific (TMO) | 0.1 | $678k | 1.2k | 581.23 |
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Martin Marietta Materials (MLM) | 0.1 | $670k | NEW | 1.1k | 613.94 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $666k | +2% | 3.2k | 208.25 |
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Hldgs (UAL) | 0.1 | $663k | +2% | 14k | 47.88 |
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Tc Energy Corp (TRP) | 0.1 | $662k | -4% | 17k | 40.20 |
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McDonald's Corporation (MCD) | 0.1 | $661k | 2.3k | 281.97 |
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Advanced Micro Devices (AMD) | 0.1 | $649k | +9% | 3.6k | 180.49 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $649k | +3% | 20k | 31.99 |
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Nutanix Cl A (NTNX) | 0.1 | $647k | -3% | 11k | 61.72 |
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Toronto Dominion Bk Ont Com New (TD) | 0.1 | $636k | -14% | 11k | 60.38 |
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Lowe's Companies (LOW) | 0.1 | $636k | -2% | 2.5k | 254.72 |
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Blackrock Muniyield Fund (MYD) | 0.1 | $634k | -2% | 57k | 11.06 |
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General Mills (GIS) | 0.1 | $632k | -3% | 9.0k | 69.97 |
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $632k | +37% | 25k | 25.78 |
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Shell Spon Ads (SHEL) | 0.1 | $622k | 9.3k | 67.04 |
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EOG Resources (EOG) | 0.1 | $619k | -11% | 4.8k | 127.84 |
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Marathon Petroleum Corp (MPC) | 0.1 | $610k | -26% | 3.0k | 201.50 |
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Micron Technology (MU) | 0.1 | $596k | 5.1k | 117.90 |
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Ishares Tr Mbs Etf (MBB) | 0.1 | $596k | 6.4k | 92.42 |
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Coupang Cl A (CPNG) | 0.1 | $593k | +28% | 33k | 17.79 |
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News Corp Cl A (NWSA) | 0.1 | $589k | +19% | 23k | 26.18 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $589k | +7% | 3.6k | 162.84 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $582k | -24% | 7.1k | 81.78 |
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Ferrari Nv Ord (RACE) | 0.1 | $578k | 1.3k | 435.81 |
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Jd.com Spon Adr Cl A (JD) | 0.1 | $563k | +18% | 21k | 27.39 |
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Amgen (AMGN) | 0.1 | $562k | 2.0k | 284.35 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $562k | +4% | 8.3k | 67.75 |
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Altria (MO) | 0.1 | $561k | 13k | 43.62 |
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Abbvie (ABBV) | 0.1 | $561k | +5% | 3.1k | 182.10 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $551k | +17% | 7.6k | 72.36 |
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Allegiant Travel Company (ALGT) | 0.1 | $548k | +5% | 7.3k | 75.21 |
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Zoetis Cl A (ZTS) | 0.1 | $533k | -3% | 3.2k | 169.19 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $533k | 4.1k | 129.35 |
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Packaging Corporation of America (PKG) | 0.1 | $530k | 2.8k | 189.78 |
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Lululemon Athletica (LULU) | 0.1 | $529k | +21% | 1.4k | 390.65 |
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Kyndryl Hldgs Common Stock (KD) | 0.1 | $523k | -4% | 24k | 21.76 |
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Paypal Holdings (PYPL) | 0.1 | $516k | NEW | 7.7k | 66.99 |
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Elastic N V Ord Shs (ESTC) | 0.1 | $509k | 5.1k | 100.24 |
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Bny Mellon Strategic Muns (LEO) | 0.1 | $508k | -6% | 83k | 6.10 |
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Albemarle Corporation (ALB) | 0.1 | $508k | +18% | 3.9k | 131.74 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $506k | +16% | 1.5k | 346.61 |
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Warner Bros Discovery Com Ser A (WBD) | 0.1 | $502k | +86% | 58k | 8.73 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $500k | +393% | 8.2k | 60.74 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $498k | -2% | 952.00 | 523.10 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $496k | +10% | 17k | 28.80 |
|
Coca-Cola Company (KO) | 0.1 | $492k | -2% | 8.0k | 61.18 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $490k | 2.0k | 249.86 |
|
|
Linde SHS (LIN) | 0.1 | $489k | +2% | 1.1k | 464.32 |
|
Quantumscape Corp Com Cl A (QS) | 0.1 | $489k | 78k | 6.29 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $480k | -3% | 2.3k | 205.72 |
|
Bumble Com Cl A (BMBL) | 0.1 | $478k | +84% | 42k | 11.35 |
|
Genuine Parts Company (GPC) | 0.1 | $471k | +3% | 3.0k | 154.93 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $469k | +6% | 8.6k | 54.43 |
|
Deere & Company (DE) | 0.1 | $462k | 1.1k | 410.74 |
|
|
Toyota Motor Corp Ads (TM) | 0.1 | $459k | +2% | 1.8k | 251.68 |
|
Lincoln National Corporation (LNC) | 0.1 | $455k | +4% | 14k | 31.93 |
|
BorgWarner (BWA) | 0.1 | $451k | -11% | 13k | 34.74 |
|
Uber Technologies (UBER) | 0.1 | $446k | 5.8k | 76.99 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $445k | 3.6k | 123.17 |
|
|
Texas Instruments Incorporated (TXN) | 0.1 | $444k | 2.5k | 174.24 |
|
|
FedEx Corporation (FDX) | 0.1 | $441k | +4% | 1.5k | 289.70 |
|
Hca Holdings (HCA) | 0.1 | $437k | +35% | 1.3k | 333.53 |
|
Vale S A Sponsored Ads (VALE) | 0.1 | $435k | +2% | 36k | 12.19 |
|
Marvell Technology (MRVL) | 0.1 | $431k | -34% | 6.1k | 70.88 |
|
Relx Sponsored Adr (RELX) | 0.1 | $426k | 9.8k | 43.29 |
|
|
Consolidated Edison (ED) | 0.1 | $425k | +6% | 4.7k | 90.81 |
|
Pulte (PHM) | 0.1 | $423k | +59% | 3.5k | 120.62 |
|
Southern Copper Corporation (SCCO) | 0.1 | $421k | 4.0k | 106.52 |
|
|
Nio Spon Ads (NIO) | 0.1 | $418k | +41% | 93k | 4.50 |
|
Skyworks Solutions (SWKS) | 0.1 | $418k | 3.9k | 108.32 |
|
|
ConocoPhillips (COP) | 0.1 | $409k | -4% | 3.2k | 127.28 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $408k | +42% | 976.00 | 417.91 |
|
C3 Ai Cl A (AI) | 0.1 | $408k | -16% | 15k | 27.07 |
|
CSX Corporation (CSX) | 0.1 | $404k | 11k | 37.07 |
|
|
Elanco Animal Health (ELAN) | 0.1 | $404k | -10% | 25k | 16.28 |
|
Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $403k | 8.9k | 45.31 |
|
|
Parker-Hannifin Corporation (PH) | 0.1 | $402k | NEW | 724.00 | 555.79 |
|
Rio Tinto Sponsored Adr (RIO) | 0.1 | $402k | +6% | 6.3k | 63.74 |
|
Autodesk (ADSK) | 0.1 | $401k | 1.5k | 260.42 |
|
|
Honeywell International (HON) | 0.1 | $400k | -18% | 1.9k | 205.25 |
|
Global X Fds Global X Copper (COPX) | 0.1 | $397k | +18% | 9.3k | 42.43 |
|
Pdd Holdings Sponsored Ads (PDD) | 0.1 | $396k | +77% | 3.4k | 116.25 |
|
Darden Restaurants (DRI) | 0.1 | $395k | 2.4k | 167.15 |
|
|
Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $390k | 7.0k | 55.80 |
|
|
Ishares Tr Core Total Usd (IUSB) | 0.1 | $389k | +23% | 8.5k | 45.59 |
|
Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $385k | +12% | 21k | 18.25 |
|
Boston Scientific Corporation (BSX) | 0.1 | $385k | +36% | 5.6k | 68.49 |
|
American Express Company (AXP) | 0.1 | $384k | -2% | 1.7k | 227.69 |
|
Emerson Electric (EMR) | 0.1 | $382k | +7% | 3.4k | 113.41 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.1 | $377k | +5% | 5.5k | 68.83 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $375k | +42% | 4.0k | 94.89 |
|
Tidewater (TDW) | 0.1 | $368k | +28% | 4.0k | 92.00 |
|
Ralph Lauren Corp Cl A (RL) | 0.1 | $363k | -13% | 1.9k | 187.76 |
|
Principal Financial (PFG) | 0.1 | $361k | -8% | 4.2k | 86.32 |
|
The Beauty Health Company Com Cl A (SKIN) | 0.1 | $361k | +14% | 81k | 4.44 |
|
Uwm Holdings Corporation Com Cl A (UWMC) | 0.1 | $358k | 49k | 7.26 |
|
|
Humana (HUM) | 0.1 | $355k | +8% | 1.0k | 346.60 |
|
BP Sponsored Adr (BP) | 0.1 | $352k | +2% | 9.3k | 37.68 |
|
Automatic Data Processing (ADP) | 0.1 | $352k | +2% | 1.4k | 249.76 |
|
BlackRock Inv. Quality Munic. Trust (BKN) | 0.1 | $351k | 28k | 12.41 |
|
|
National Grid Sponsored Adr Ne (NGG) | 0.1 | $351k | 5.1k | 68.22 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $345k | 8.4k | 41.08 |
|
|
Suncor Energy (SU) | 0.1 | $345k | 9.3k | 36.91 |
|
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $342k | NEW | 5.5k | 62.34 |
|
Workday Cl A (WDAY) | 0.1 | $340k | 1.2k | 272.75 |
|
|
Realty Income (O) | 0.1 | $338k | -4% | 6.2k | 54.10 |
|
Kinder Morgan (KMI) | 0.1 | $338k | +3% | 18k | 18.34 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $337k | 2.9k | 115.30 |
|
|
Chipotle Mexican Grill (CMG) | 0.1 | $334k | +9% | 115.00 | 2906.77 |
|
Planet Labs Pbc Com Cl A (PL) | 0.1 | $334k | +9% | 131k | 2.55 |
|
Sanofi Sponsored Adr (SNY) | 0.1 | $330k | +3% | 6.8k | 48.60 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $328k | +2% | 12k | 27.88 |
|
S&p Global (SPGI) | 0.1 | $327k | +52% | 769.00 | 425.45 |
|
Entergy Corporation (ETR) | 0.1 | $326k | +46% | 3.1k | 105.68 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $326k | +4% | 5.4k | 60.30 |
|
IDEXX Laboratories (IDXX) | 0.1 | $325k | -7% | 602.00 | 539.93 |
|
Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.1 | $325k | +4% | 13k | 25.70 |
|
Phillips 66 (PSX) | 0.1 | $324k | -6% | 2.0k | 163.38 |
|
Williams Companies (WMB) | 0.1 | $322k | +9% | 8.3k | 38.97 |
|
Masimo Corporation (MASI) | 0.1 | $317k | -2% | 2.2k | 146.85 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $312k | -10% | 23k | 13.87 |
|
Diageo Spon Adr New (DEO) | 0.1 | $311k | 2.1k | 148.74 |
|
|
Ametek (AME) | 0.1 | $309k | 1.7k | 182.90 |
|
|
Transocean Registered Shs (RIG) | 0.1 | $309k | +56% | 49k | 6.28 |
|
O'reilly Automotive (ORLY) | 0.1 | $308k | NEW | 273.00 | 1128.88 |
|
Voc Energy Tr Tr Unit (VOC) | 0.1 | $307k | +61% | 51k | 6.05 |
|
International Paper Company (IP) | 0.1 | $306k | +4% | 7.8k | 39.02 |
|
Mosaic (MOS) | 0.1 | $306k | +17% | 9.4k | 32.46 |
|
Pioneer Natural Resources (PXD) | 0.1 | $306k | +10% | 1.2k | 262.50 |
|
Allstate Corporation (ALL) | 0.1 | $305k | +25% | 1.8k | 173.01 |
|
Aon Shs Cl A (AON) | 0.1 | $304k | +6% | 910.00 | 333.72 |
|
Qorvo (QRVO) | 0.1 | $303k | +11% | 2.6k | 114.83 |
|
Intuit (INTU) | 0.1 | $299k | 460.00 | 650.00 |
|
|
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $299k | +6% | 4.2k | 71.35 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.1 | $295k | 3.4k | 85.74 |
|
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $294k | 3.7k | 80.51 |
|
|
Expeditors International of Washington (EXPD) | 0.1 | $294k | -7% | 2.4k | 121.57 |
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $291k | 555.00 | 524.34 |
|
|
Ishares Tr Msci China Etf (MCHI) | 0.1 | $290k | NEW | 7.3k | 39.73 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $287k | NEW | 1.4k | 210.29 |
|
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $284k | -4% | 7.3k | 38.74 |
|
Nutrien (NTR) | 0.1 | $284k | -7% | 5.2k | 54.31 |
|
Magna Intl Inc cl a (MGA) | 0.1 | $281k | +7% | 5.2k | 54.48 |
|
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $280k | +4% | 27k | 10.23 |
|
Thomson Reuters Corp. (TRI) | 0.1 | $280k | -10% | 1.8k | 155.79 |
|
Canadian Natl Ry (CNI) | 0.1 | $279k | 2.1k | 131.71 |
|
|
Te Connectivity SHS (TEL) | 0.0 | $277k | NEW | 1.9k | 145.24 |
|
Paycom Software (PAYC) | 0.0 | $276k | NEW | 1.4k | 199.01 |
|
Bank Of Montreal Cadcom (BMO) | 0.0 | $274k | -10% | 2.8k | 97.68 |
|
Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $272k | 5.8k | 46.55 |
|
|
Incyte Corporation (INCY) | 0.0 | $271k | +4% | 4.8k | 56.97 |
|
Tandem Diabetes Care Com New (TNDM) | 0.0 | $271k | -4% | 7.7k | 35.41 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $269k | -3% | 5.3k | 50.60 |
|
Cheniere Energy Com New (LNG) | 0.0 | $266k | +5% | 1.6k | 161.32 |
|
Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $266k | NEW | 10k | 26.25 |
|
Alaska Air (ALK) | 0.0 | $264k | 6.2k | 42.99 |
|
|
Kinross Gold Corp (KGC) | 0.0 | $264k | +13% | 43k | 6.13 |
|
3M Company (MMM) | 0.0 | $264k | +5% | 2.9k | 91.06 |
|
Nucor Corporation (NUE) | 0.0 | $262k | -63% | 1.3k | 197.96 |
|
Digitalocean Hldgs (DOCN) | 0.0 | $261k | -3% | 6.8k | 38.18 |
|
Ubs Group SHS (UBS) | 0.0 | $259k | -18% | 8.4k | 30.72 |
|
CVS Caremark Corporation (CVS) | 0.0 | $259k | -86% | 3.2k | 79.76 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $257k | 1.1k | 228.60 |
|
|
Vodafone Group Sponsored Adr (VOD) | 0.0 | $256k | +10% | 29k | 8.90 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $253k | 884.00 | 286.61 |
|
|
BioMarin Pharmaceutical (BMRN) | 0.0 | $253k | -4% | 2.9k | 87.34 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $252k | NEW | 3.0k | 84.43 |
|
Flowserve Corporation (FLS) | 0.0 | $248k | NEW | 5.4k | 45.68 |
|
Vici Pptys (VICI) | 0.0 | $248k | 8.3k | 29.79 |
|
|
United Parcel Service CL B (UPS) | 0.0 | $246k | +8% | 1.7k | 148.67 |
|
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.0 | $245k | +12% | 7.1k | 34.35 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $244k | 1.9k | 125.96 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $241k | 1.3k | 179.05 |
|
|
Tenet Healthcare Corp Com New (THC) | 0.0 | $241k | NEW | 2.3k | 105.11 |
|
Kraft Heinz (KHC) | 0.0 | $238k | -4% | 6.5k | 36.90 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $236k | 5.6k | 42.12 |
|
|
Canadian Pacific Kansas City (CP) | 0.0 | $235k | +3% | 2.7k | 88.17 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $235k | 3.2k | 72.64 |
|
|
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $235k | +2% | 3.4k | 69.95 |
|
Welltower Inc Com reit (WELL) | 0.0 | $234k | NEW | 2.5k | 93.44 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $232k | NEW | 1.4k | 164.35 |
|
Illinois Tool Works (ITW) | 0.0 | $231k | 859.00 | 268.34 |
|
|
Paychex (PAYX) | 0.0 | $230k | 1.9k | 122.79 |
|
|
Palo Alto Networks (PANW) | 0.0 | $225k | -36% | 792.00 | 284.13 |
|
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $224k | NEW | 2.0k | 111.71 |
|
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $224k | NEW | 5.7k | 39.36 |
|
Teck Resources CL B (TECK) | 0.0 | $223k | NEW | 4.9k | 45.78 |
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $221k | +10% | 62k | 3.54 |
|
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $220k | -4% | 21k | 10.69 |
|
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $219k | 12k | 18.25 |
|
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $219k | NEW | 227.00 | 962.49 |
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $218k | NEW | 9.6k | 22.75 |
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $217k | 3.1k | 70.88 |
|
|
Cintas Corporation (CTAS) | 0.0 | $216k | NEW | 315.00 | 687.03 |
|
Dow (DOW) | 0.0 | $215k | 3.7k | 57.94 |
|
|
Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $214k | NEW | 179.00 | 1193.74 |
|
Halliburton Company (HAL) | 0.0 | $211k | NEW | 5.4k | 39.42 |
|
Interpublic Group of Companies (IPG) | 0.0 | $211k | NEW | 6.5k | 32.63 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $210k | NEW | 1.4k | 147.68 |
|
Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.0 | $210k | NEW | 2.4k | 89.36 |
|
Nike CL B (NKE) | 0.0 | $209k | 2.2k | 94.00 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $208k | NEW | 1.1k | 186.81 |
|
Newmont Mining Corporation (NEM) | 0.0 | $207k | NEW | 5.8k | 35.84 |
|
Cadence Design Systems (CDNS) | 0.0 | $207k | NEW | 664.00 | 311.28 |
|
Morgan Stanley Com New (MS) | 0.0 | $206k | NEW | 2.2k | 94.17 |
|
Simpson Manufacturing (SSD) | 0.0 | $205k | NEW | 998.00 | 205.18 |
|
Cloudflare Cl A Com (NET) | 0.0 | $205k | NEW | 2.1k | 96.83 |
|
Centene Corporation (CNC) | 0.0 | $202k | NEW | 2.6k | 78.48 |
|
Hess (HES) | 0.0 | $201k | NEW | 1.3k | 152.64 |
|
Barrick Gold Corp (GOLD) | 0.0 | $199k | +3% | 12k | 16.64 |
|
Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $195k | 19k | 10.25 |
|
|
Cnh Indl N V SHS (CNHI) | 0.0 | $180k | +25% | 14k | 12.96 |
|
Orange Sponsored Adr (ORAN) | 0.0 | $178k | +13% | 15k | 11.77 |
|
Telefonica S A Sponsored Adr (TEF) | 0.0 | $175k | +11% | 40k | 4.41 |
|
Ouster Com New (OUST) | 0.0 | $170k | +26% | 21k | 7.94 |
|
Agnc Invt Corp Com reit (AGNC) | 0.0 | $160k | -26% | 16k | 9.90 |
|
Clough Global Opportunities Sh Ben Int (GLO) | 0.0 | $160k | -14% | 31k | 5.08 |
|
Rocket Lab Usa (RKLB) | 0.0 | $154k | +35% | 37k | 4.11 |
|
Navitas Semiconductor Corp-a (NVTS) | 0.0 | $153k | +91% | 32k | 4.77 |
|
Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $147k | -5% | 13k | 10.99 |
|
Fastly Cl A (FSLY) | 0.0 | $141k | NEW | 11k | 12.97 |
|
Telefonica Brasil Sa New Adr (VIV) | 0.0 | $120k | 12k | 10.07 |
|
|
Female Health (VERU) | 0.0 | $120k | NEW | 171k | 0.70 |
|
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $113k | 14k | 8.25 |
|
|
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $112k | -3% | 11k | 10.33 |
|
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $104k | 15k | 7.19 |
|
|
Pimco High Income Com Shs (PHK) | 0.0 | $102k | 21k | 4.94 |
|
|
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $92k | +4% | 37k | 2.48 |
|
Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $90k | NEW | 14k | 6.51 |
|
Vs Trust 2x Long Vix Futu (UVIX) | 0.0 | $88k | NEW | 10k | 8.74 |
|
Hello Group Ads (MOMO) | 0.0 | $86k | +4% | 14k | 6.21 |
|
Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $71k | 17k | 4.28 |
|
|
Butterfly Network Com Cl A (BFLY) | 0.0 | $66k | -2% | 61k | 1.08 |
|
Matterport Com Cl A (MTTR) | 0.0 | $65k | +94% | 29k | 2.26 |
|
Diana Shipping (DSX) | 0.0 | $64k | 22k | 2.89 |
|
|
Luminar Technologies Com Cl A (LAZR) | 0.0 | $41k | +65% | 21k | 1.97 |
|
Allianzgi Convertible & Income (NCV) | 0.0 | $37k | 11k | 3.34 |
|
|
Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $30k | 26k | 1.16 |
|
|
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.0 | $22k | NEW | 24k | 0.90 |
|
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 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
- 180 Wealth Advisors 2020 Q3 filed Oct. 23, 2020
- 180 Wealth Advisors 2020 Q2 filed July 21, 2020