180 Wealth Advisors
Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, NVDA, VIG, and represent 17.60% of 180 Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QLD, SSO, ALGT, CMI, RE, DHI, AES, APD, DGX, Linde.
- Started 25 new stock positions in DHI, AES, ADI, APD, HCA, WDAY, RE, SNAP, SLV, FAS.
- Reduced shares in these 10 stocks: KWEB, PDD, GLW, AMAT, , , , LITE, TPR, UNH.
- Sold out of its positions in ALL, CI, LNG, GLW, DT, EVT, FITB, HAL, ESGU, KBH.
- 180 Wealth Advisors was a net buyer of stock by $1.4M.
- 180 Wealth Advisors has $430M in assets under management (AUM), dropping by 1.08%.
- Central Index Key (CIK): 0001730817
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Portfolio Holdings for 180 Wealth Advisors
180 Wealth Advisors holds 365 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.7 | $33M | 114k | 288.30 |
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| Apple (AAPL) | 4.1 | $18M | 107k | 164.90 |
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| Amazon (AMZN) | 2.3 | $10M | 97k | 103.29 |
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| NVIDIA Corporation (NVDA) | 1.8 | $7.6M | -5% | 27k | 277.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $7.5M | 49k | 154.01 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.6 | $6.8M | 64k | 105.50 |
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| Tesla Motors (TSLA) | 1.4 | $6.2M | 30k | 207.46 |
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| Mannkind Corp Com New (MNKD) | 1.4 | $6.1M | 1.5M | 4.10 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $5.6M | -7% | 51k | 109.66 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $5.0M | 68k | 73.78 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 1.2 | $4.9M | 262k | 18.87 |
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| Broadcom (AVGO) | 1.1 | $4.8M | -3% | 7.5k | 641.58 |
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| Starbucks Corporation (SBUX) | 1.1 | $4.7M | 46k | 104.13 |
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| Costco Wholesale Corporation (COST) | 1.1 | $4.6M | 9.4k | 496.87 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $4.5M | 90k | 49.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.2M | 41k | 104.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $4.2M | 87k | 48.53 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $4.2M | +3% | 57k | 73.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.0M | +3% | 38k | 103.73 |
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| Meta Platforms Cl A (META) | 0.9 | $4.0M | -5% | 19k | 211.94 |
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| Ishares Tr Global 100 Etf (IOO) | 0.9 | $3.9M | 56k | 70.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $3.8M | +2% | 94k | 40.40 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.9 | $3.7M | 147k | 25.17 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $3.4M | 91k | 37.91 |
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| Alteryx Com Cl A (AYX) | 0.8 | $3.3M | 57k | 58.84 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.3M | -4% | 43k | 76.49 |
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| Merck & Co (MRK) | 0.8 | $3.3M | -4% | 31k | 106.39 |
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| Boeing Company (BA) | 0.8 | $3.3M | -2% | 15k | 212.42 |
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| Chevron Corporation (CVX) | 0.7 | $3.2M | 20k | 163.16 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $3.0M | 244k | 12.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $2.9M | 32k | 93.02 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.9M | -6% | 20k | 147.45 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $2.8M | 101k | 27.49 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.6 | $2.8M | +3% | 119k | 23.11 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $2.7M | -13% | 5.8k | 472.72 |
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| TJX Companies (TJX) | 0.6 | $2.7M | +8% | 35k | 78.36 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.7M | 28k | 97.93 |
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| Robert Half International (RHI) | 0.6 | $2.7M | +7% | 33k | 80.57 |
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| Uipath Cl A (PATH) | 0.6 | $2.7M | +2% | 153k | 17.56 |
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| Lowe's Companies (LOW) | 0.6 | $2.6M | 13k | 199.96 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.6 | $2.6M | +5% | 225k | 11.46 |
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| Qualcomm (QCOM) | 0.6 | $2.5M | 20k | 127.58 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $2.5M | -2% | 34k | 72.74 |
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| Visa Com Cl A (V) | 0.6 | $2.5M | 11k | 225.45 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.4M | +4% | 16k | 155.00 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.4M | 19k | 130.31 |
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| International Business Machines (IBM) | 0.6 | $2.4M | 18k | 131.09 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.4M | 4.1k | 576.36 |
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| UnitedHealth (UNH) | 0.6 | $2.4M | -18% | 5.0k | 472.59 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.3M | 35k | 66.85 |
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| Cisco Systems (CSCO) | 0.5 | $2.3M | 44k | 52.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.2M | +2% | 7.2k | 308.75 |
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| salesforce (CRM) | 0.5 | $2.2M | +8% | 11k | 199.78 |
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| Prologis (PLD) | 0.5 | $2.2M | 18k | 124.77 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $2.2M | 4.7k | 461.68 |
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| Freeport-mcmoran CL B (FCX) | 0.5 | $2.1M | +14% | 51k | 40.91 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.5 | $2.1M | NEW | 42k | 49.57 |
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| General Mills (GIS) | 0.5 | $2.1M | -17% | 24k | 85.46 |
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| Pure Storage Cl A (PSTG) | 0.5 | $2.1M | 81k | 25.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.1M | +5% | 10k | 204.10 |
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| Procter & Gamble Company (PG) | 0.5 | $2.0M | +7% | 14k | 148.69 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $2.0M | 15k | 134.07 |
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| Twilio Cl A (TWLO) | 0.5 | $2.0M | 30k | 66.63 |
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| Moderna (MRNA) | 0.5 | $2.0M | 13k | 153.58 |
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| Applied Materials (AMAT) | 0.4 | $1.9M | -25% | 15k | 122.83 |
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| Medtronic SHS (MDT) | 0.4 | $1.8M | -3% | 23k | 80.62 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $1.8M | +6% | 67k | 26.95 |
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| Te Connectivity SHS (TEL) | 0.4 | $1.8M | 14k | 131.15 |
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| Verizon Communications (VZ) | 0.4 | $1.7M | +4% | 45k | 38.89 |
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| Home Depot (HD) | 0.4 | $1.7M | 5.7k | 295.12 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.4 | $1.6M | 58k | 28.56 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $1.6M | +11% | 57k | 28.77 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $1.6M | 55k | 29.40 |
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| MetLife (MET) | 0.4 | $1.6M | 28k | 57.94 |
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| BlackRock (BLK) | 0.4 | $1.6M | 2.4k | 669.21 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.6M | -11% | 22k | 74.31 |
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| Schlumberger Com Stk (SLB) | 0.4 | $1.6M | -4% | 33k | 49.10 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.6M | 10k | 158.75 |
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| Zscaler Incorporated (ZS) | 0.4 | $1.6M | 14k | 116.83 |
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| Tekla Life Sciences Invs Sh Ben Int (HQL) | 0.4 | $1.6M | +2% | 112k | 13.93 |
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| Snowflake Cl A (SNOW) | 0.4 | $1.5M | +5% | 9.9k | 154.29 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $1.5M | 29k | 52.38 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $1.5M | -2% | 24k | 61.95 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $1.4M | 88k | 15.93 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.4M | -2% | 14k | 101.66 |
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| Lam Research Corporation (LRCX) | 0.3 | $1.4M | 2.6k | 530.20 |
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| Pfizer (PFE) | 0.3 | $1.4M | -6% | 33k | 40.80 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.3M | 19k | 69.31 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.3M | 15k | 92.09 |
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| Cyberark Software SHS (CYBR) | 0.3 | $1.3M | -13% | 9.1k | 147.98 |
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| Intel Corporation (INTC) | 0.3 | $1.3M | -5% | 41k | 32.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.3M | +3% | 3.4k | 376.07 |
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| Walt Disney Company (DIS) | 0.3 | $1.3M | 13k | 100.13 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | 6.1k | 201.26 |
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| International Flavors & Fragrances (IFF) | 0.3 | $1.2M | 13k | 91.96 |
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| Bhp Group Sponsored Ads (BHP) | 0.3 | $1.2M | 19k | 63.41 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.1M | -5% | 12k | 99.23 |
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| General Dynamics Corporation (GD) | 0.3 | $1.1M | -5% | 5.0k | 228.21 |
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| At&t (T) | 0.3 | $1.1M | 58k | 19.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | +9% | 2.6k | 411.07 |
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| Crocs (CROX) | 0.3 | $1.1M | +28% | 8.6k | 126.44 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.1M | +36% | 2.7k | 399.15 |
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| Copart (CPRT) | 0.2 | $1.0M | +26% | 14k | 75.21 |
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| Blackrock Res & Commodities SHS (BCX) | 0.2 | $1.0M | +36% | 106k | 9.54 |
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| General Motors Company (GM) | 0.2 | $985k | 27k | 36.68 |
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| Olin Corp Com Par $1 (OLN) | 0.2 | $977k | +25% | 18k | 55.50 |
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| Eli Lilly & Co. (LLY) | 0.2 | $976k | +5% | 2.8k | 343.42 |
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| Ball Corporation (BALL) | 0.2 | $959k | 17k | 55.11 |
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| Honeywell International (HON) | 0.2 | $958k | -5% | 5.0k | 191.12 |
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| Edwards Lifesciences (EW) | 0.2 | $955k | +5% | 12k | 82.73 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.2 | $954k | +5% | 18k | 53.16 |
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| Cleveland-cliffs (CLF) | 0.2 | $942k | +30% | 51k | 18.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $933k | +14% | 11k | 82.83 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $922k | -3% | 11k | 82.16 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $922k | +2% | 3.6k | 255.47 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $911k | +12% | 28k | 32.35 |
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| Alaska Air (ALK) | 0.2 | $896k | +28% | 21k | 41.96 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $893k | -2% | 4.8k | 186.01 |
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| AutoNation (AN) | 0.2 | $889k | +21% | 6.6k | 134.36 |
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| Devon Energy Corporation (DVN) | 0.2 | $870k | +52% | 17k | 50.61 |
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| Metropcs Communications (TMUS) | 0.2 | $869k | +26% | 6.0k | 144.84 |
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| Meritage Homes Corporation (MTH) | 0.2 | $861k | +29% | 7.4k | 116.76 |
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| Lennar Corp Cl A (LEN) | 0.2 | $854k | +35% | 8.1k | 105.11 |
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| Southwest Airlines (LUV) | 0.2 | $820k | +51% | 25k | 32.54 |
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| Abb Sponsored Adr (ABB) | 0.2 | $818k | -5% | 24k | 34.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $802k | +2% | 5.8k | 137.26 |
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| Deere & Company (DE) | 0.2 | $800k | +56% | 1.9k | 412.77 |
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| EOG Resources (EOG) | 0.2 | $796k | +53% | 6.9k | 114.63 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $786k | +33% | 14k | 56.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $776k | 2.4k | 320.86 |
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| Oracle Corporation (ORCL) | 0.2 | $770k | 8.3k | 92.92 |
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| Vanguard World Fds Materials Etf (VAW) | 0.2 | $765k | 4.3k | 177.82 |
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| Pepsi (PEP) | 0.2 | $762k | 4.2k | 182.30 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $753k | NEW | 15k | 50.20 |
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| Eaton Corp SHS (ETN) | 0.2 | $751k | 4.4k | 171.34 |
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| Goldman Sachs (GS) | 0.2 | $734k | -2% | 2.2k | 327.08 |
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| Arista Networks (ANET) | 0.2 | $732k | -2% | 4.4k | 167.86 |
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| Allegiant Travel Company (ALGT) | 0.2 | $727k | NEW | 7.9k | 91.98 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $723k | +5% | 10k | 72.08 |
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| General Electric Com New (GE) | 0.2 | $722k | -3% | 7.6k | 95.60 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $719k | +23% | 12k | 59.90 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $717k | 46k | 15.78 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $701k | 4.4k | 159.14 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.2 | $684k | 129k | 5.31 |
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| McDonald's Corporation (MCD) | 0.2 | $680k | 2.4k | 279.66 |
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| United Rentals (URI) | 0.1 | $637k | +48% | 1.6k | 395.76 |
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| Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.1 | $635k | +16% | 7.8k | 81.58 |
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| Bank of America Corporation (BAC) | 0.1 | $629k | +9% | 22k | 28.60 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $625k | 1.9k | 332.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $612k | +23% | 2.5k | 249.44 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $609k | -2% | 6.4k | 94.73 |
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| Servicenow (NOW) | 0.1 | $608k | +13% | 1.3k | 464.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $603k | 886.00 | 680.71 |
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| Nio Spon Ads (NIO) | 0.1 | $600k | +9% | 57k | 10.51 |
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| Vmware Cl A Com (VMW) | 0.1 | $597k | +3% | 4.8k | 124.84 |
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| C3 Ai Cl A (AI) | 0.1 | $596k | -7% | 18k | 33.57 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $594k | +3% | 73k | 8.18 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $592k | +6% | 29k | 20.79 |
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| Nucor Corporation (NUE) | 0.1 | $591k | +2% | 3.8k | 154.48 |
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| East West Ban (EWBC) | 0.1 | $590k | +25% | 11k | 55.50 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $575k | +5% | 19k | 30.13 |
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| Altria (MO) | 0.1 | $573k | 13k | 44.62 |
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| Ford Motor Company (F) | 0.1 | $572k | 45k | 12.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $572k | 1.5k | 385.37 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $568k | 5.6k | 102.18 |
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| Zoetis Cl A (ZTS) | 0.1 | $561k | -4% | 3.4k | 166.44 |
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| Honda Motor Amern Shs (HMC) | 0.1 | $557k | -3% | 21k | 26.49 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $556k | +14% | 1.5k | 363.47 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $555k | +10% | 23k | 24.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $554k | 5.7k | 96.69 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $551k | 24k | 22.93 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $549k | 4.1k | 134.22 |
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| Coca-Cola Company (KO) | 0.1 | $545k | -2% | 8.8k | 62.03 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $538k | -2% | 2.9k | 186.48 |
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| Skyworks Solutions (SWKS) | 0.1 | $537k | -2% | 4.6k | 117.98 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $536k | +12% | 23k | 23.69 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $536k | 11k | 50.65 |
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| Abbvie (ABBV) | 0.1 | $527k | -2% | 3.3k | 159.39 |
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| stock (SPLK) | 0.1 | $527k | 5.5k | 95.88 |
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| Netflix (NFLX) | 0.1 | $526k | 1.5k | 345.48 |
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| Progressive Corporation (PGR) | 0.1 | $520k | +46% | 3.6k | 143.06 |
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| Gabelli mutual funds - (GGZ) | 0.1 | $520k | +6% | 45k | 11.64 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $517k | 18k | 28.86 |
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| Advanced Micro Devices (AMD) | 0.1 | $515k | -7% | 5.3k | 98.01 |
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| Caterpillar (CAT) | 0.1 | $515k | 2.2k | 228.85 |
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| Shell Spon Ads (SHEL) | 0.1 | $508k | 8.8k | 57.54 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $508k | +20% | 22k | 23.02 |
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| Paychex (PAYX) | 0.1 | $501k | +7% | 4.4k | 114.59 |
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| Amgen (AMGN) | 0.1 | $482k | 2.0k | 241.77 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $475k | -15% | 33k | 14.22 |
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| Valero Energy Corporation (VLO) | 0.1 | $475k | -10% | 3.4k | 139.60 |
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| Illumina (ILMN) | 0.1 | $474k | +12% | 2.0k | 232.55 |
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| Consolidated Edison (ED) | 0.1 | $468k | 4.9k | 95.67 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $468k | -2% | 2.6k | 183.22 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $462k | 3.1k | 151.00 |
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| Principal Financial (PFG) | 0.1 | $459k | +27% | 6.2k | 74.32 |
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| Lululemon Athletica (LULU) | 0.1 | $457k | -20% | 1.3k | 364.04 |
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| Quanta Services (PWR) | 0.1 | $455k | -6% | 2.7k | 166.64 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $454k | 6.6k | 68.60 |
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| Corteva (CTVA) | 0.1 | $454k | 7.5k | 60.31 |
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| Thomson Reuters Corp. Com New (TRI) | 0.1 | $451k | 3.5k | 130.13 |
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| Jd.com Spon Adr Cl A (JD) | 0.1 | $448k | +4% | 10k | 43.89 |
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| Nutrien (NTR) | 0.1 | $443k | +10% | 6.0k | 73.85 |
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| Cummins (CMI) | 0.1 | $441k | NEW | 1.8k | 238.94 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $433k | +10% | 19k | 22.46 |
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| Humana (HUM) | 0.1 | $418k | 861.00 | 485.62 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $415k | 1.7k | 250.13 |
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| Ferrari Nv Ord (RACE) | 0.1 | $413k | +34% | 1.5k | 270.98 |
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| CSX Corporation (CSX) | 0.1 | $409k | 14k | 29.94 |
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| Coupang Cl A (CPNG) | 0.1 | $409k | 26k | 16.00 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $405k | -3% | 3.5k | 117.16 |
|
| Realty Income (O) | 0.1 | $403k | 6.4k | 63.32 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $399k | -4% | 3.6k | 110.24 |
|
| Marvell Technology (MRVL) | 0.1 | $398k | +4% | 9.2k | 43.30 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $385k | 8.3k | 46.15 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $384k | +35% | 25k | 15.10 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $384k | +5% | 4.8k | 79.66 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $378k | -3% | 26k | 14.76 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $377k | 1.8k | 210.92 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $377k | -2% | 6.4k | 59.05 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $375k | +2% | 2.8k | 134.83 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $375k | +11% | 16k | 23.19 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $374k | 3.3k | 112.36 |
|
|
| Mosaic (MOS) | 0.1 | $373k | +9% | 8.1k | 45.88 |
|
| United Parcel Service CL B (UPS) | 0.1 | $371k | -3% | 1.9k | 193.94 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $371k | 6.8k | 54.42 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $369k | 7.1k | 51.68 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $367k | 9.6k | 38.08 |
|
|
| Everest Re Group (RE) | 0.1 | $366k | NEW | 1.0k | 358.02 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $361k | 2.6k | 138.12 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $360k | +5% | 5.2k | 69.41 |
|
| BP Sponsored Adr (BP) | 0.1 | $357k | 9.4k | 37.94 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $356k | +17% | 15k | 23.06 |
|
| D.R. Horton (DHI) | 0.1 | $354k | NEW | 3.6k | 97.70 |
|
| ConocoPhillips (COP) | 0.1 | $348k | +2% | 3.5k | 99.21 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $345k | 8.7k | 39.46 |
|
|
| AmerisourceBergen (ABC) | 0.1 | $345k | -9% | 2.2k | 160.07 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $342k | 1.9k | 181.18 |
|
|
| Micron Technology (MU) | 0.1 | $340k | +4% | 5.6k | 60.34 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $338k | 5.0k | 67.99 |
|
|
| AES Corporation (AES) | 0.1 | $337k | NEW | 14k | 24.08 |
|
| Air Products & Chemicals (APD) | 0.1 | $334k | NEW | 1.2k | 287.21 |
|
| BlackRock Inv. Quality Munic. Trust (BKN) | 0.1 | $334k | 28k | 12.07 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $332k | -2% | 1.4k | 243.52 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $331k | -6% | 3.7k | 89.11 |
|
| FedEx Corporation (FDX) | 0.1 | $327k | 1.4k | 228.56 |
|
|
| Nutanix Cl A (NTNX) | 0.1 | $325k | -5% | 13k | 25.99 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $322k | 2.9k | 110.12 |
|
|
| Kinder Morgan (KMI) | 0.1 | $322k | -3% | 18k | 17.51 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $318k | NEW | 2.3k | 141.48 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $316k | 2.2k | 141.69 |
|
|
| Nextera Energy (NEE) | 0.1 | $313k | 4.1k | 77.08 |
|
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $313k | 19k | 16.15 |
|
|
| Genuine Parts Company (GPC) | 0.1 | $310k | +16% | 1.9k | 167.31 |
|
| Linde SHS | 0.1 | $310k | NEW | 871.00 | 355.44 |
|
| Automatic Data Processing (ADP) | 0.1 | $310k | -3% | 1.4k | 222.65 |
|
| Bumble Com Cl A (BMBL) | 0.1 | $309k | 16k | 19.55 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $304k | +2% | 2.2k | 138.83 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.1 | $304k | 7.5k | 40.66 |
|
|
| Bny Mellon Strategic Muns (LEO) | 0.1 | $303k | +16% | 49k | 6.24 |
|
| Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $303k | 3.3k | 90.65 |
|
|
| Nike CL B (NKE) | 0.1 | $300k | 2.4k | 122.66 |
|
|
| Elastic N V Ord Shs (ESTC) | 0.1 | $300k | 5.2k | 57.90 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $300k | 9.2k | 32.44 |
|
|
| Voc Energy Tr Tr Unit (VOC) | 0.1 | $298k | +56% | 36k | 8.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $294k | 3.7k | 80.23 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $293k | +2% | 12k | 24.54 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $292k | +7% | 6.6k | 44.50 |
|
| American Express Company (AXP) | 0.1 | $290k | 1.8k | 164.95 |
|
|
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $288k | NEW | 5.0k | 57.67 |
|
| New Relic (NEWR) | 0.1 | $285k | -13% | 3.8k | 75.29 |
|
| Ametek (AME) | 0.1 | $284k | -8% | 2.0k | 145.33 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $282k | NEW | 2.9k | 97.24 |
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $281k | -11% | 10k | 28.19 |
|
| Palo Alto Networks (PANW) | 0.1 | $280k | 1.4k | 199.74 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $279k | +10% | 5.1k | 55.21 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $278k | +5% | 7.0k | 39.50 |
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.1 | $277k | +2% | 12k | 22.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $272k | 3.0k | 90.55 |
|
|
| Blackrock Muniyield Fund (MYD) | 0.1 | $272k | +5% | 25k | 10.75 |
|
| Darden Restaurants (DRI) | 0.1 | $270k | 1.7k | 155.16 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $270k | -11% | 5.4k | 50.39 |
|
| Hca Holdings (HCA) | 0.1 | $270k | NEW | 1.0k | 263.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $269k | 658.00 | 409.33 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $269k | -6% | 4.0k | 67.65 |
|
| Kayne Anderson MLP Investment (KYN) | 0.1 | $268k | 31k | 8.64 |
|
|
| Vici Pptys (VICI) | 0.1 | $267k | -2% | 8.2k | 32.62 |
|
| Incyte Corporation (INCY) | 0.1 | $264k | 3.6k | 72.27 |
|
|
| Cdw (CDW) | 0.1 | $262k | NEW | 1.3k | 194.89 |
|
| International Paper Company (IP) | 0.1 | $257k | +5% | 7.1k | 36.06 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $256k | +3% | 14k | 18.57 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $254k | 6.5k | 38.71 |
|
|
| Emerson Electric (EMR) | 0.1 | $253k | -51% | 2.9k | 87.13 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $252k | +3% | 654.00 | 385.49 |
|
| Qorvo (QRVO) | 0.1 | $249k | 2.5k | 101.57 |
|
|
| 3M Company (MMM) | 0.1 | $248k | +19% | 2.4k | 105.11 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $247k | -2% | 3.3k | 73.84 |
|
| Kraft Heinz (KHC) | 0.1 | $247k | 6.4k | 38.67 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $246k | +12% | 782.00 | 314.87 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $245k | +23% | 50k | 4.91 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $245k | -5% | 5.0k | 48.79 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $241k | 4.8k | 50.66 |
|
|
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.1 | $240k | +17% | 5.7k | 41.93 |
|
| Telus Ord (TU) | 0.1 | $237k | 12k | 19.86 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $234k | -3% | 3.1k | 76.24 |
|
| Viking Therapeutics (VKTX) | 0.1 | $233k | -31% | 14k | 16.65 |
|
| Abbott Laboratories (ABT) | 0.1 | $232k | 2.3k | 101.26 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $231k | 11k | 21.34 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $230k | +3% | 7.8k | 29.53 |
|
| Workday Cl A (WDAY) | 0.1 | $229k | NEW | 1.1k | 206.54 |
|
| Analog Devices (ADI) | 0.1 | $229k | NEW | 1.2k | 197.22 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $228k | 3.0k | 76.25 |
|
|
| Entergy Corporation (ETR) | 0.1 | $226k | 2.1k | 107.74 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $225k | -6% | 4.7k | 47.82 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $225k | 3.4k | 66.67 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $223k | 447.00 | 499.52 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $223k | 6.3k | 35.12 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $222k | +2% | 1.9k | 117.97 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $222k | 22k | 10.29 |
|
|
| American Tower Reit (AMT) | 0.1 | $222k | 1.1k | 204.30 |
|
|
| Williams Companies (WMB) | 0.1 | $220k | 7.4k | 29.86 |
|
|
| Intuit (INTU) | 0.1 | $220k | NEW | 493.00 | 445.83 |
|
| Epam Systems (EPAM) | 0.1 | $220k | +24% | 734.00 | 299.00 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.1 | $217k | +4% | 44k | 4.91 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $215k | -2% | 3.7k | 58.69 |
|
| Dow (DOW) | 0.0 | $215k | 3.9k | 54.82 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $213k | +2% | 19k | 11.04 |
|
| Intercontinental Exchange (ICE) | 0.0 | $211k | -24% | 2.0k | 104.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $210k | 1.4k | 152.26 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $207k | NEW | 9.4k | 22.12 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $206k | NEW | 4.1k | 50.03 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $202k | NEW | 118.00 | 1708.29 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $200k | NEW | 2.6k | 76.75 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $196k | 19k | 10.13 |
|
|
| Gold Fields Sponsored Adr (GFI) | 0.0 | $190k | +2% | 14k | 13.32 |
|
| Snap Cl A (SNAP) | 0.0 | $168k | NEW | 15k | 11.21 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $167k | +4% | 17k | 10.08 |
|
| Orange Sponsored Adr (ORAN) | 0.0 | $158k | -5% | 13k | 11.93 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $158k | 25k | 6.39 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $157k | 12k | 13.12 |
|
|
| Clough Global Opportunities Sh Ben Int (GLO) | 0.0 | $148k | +5% | 30k | 4.89 |
|
| Kinross Gold Corp (KGC) | 0.0 | $147k | +10% | 31k | 4.71 |
|
| Etf Managers Tr Prime 2x Dly Jur (SILX) | 0.0 | $143k | +25% | 54k | 2.67 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $133k | -2% | 31k | 4.28 |
|
| Etf Managers Tr Prime Junir Slvr (SILJ) | 0.0 | $127k | +5% | 12k | 11.12 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $125k | -8% | 15k | 8.59 |
|
| Hello Group Ads (MOMO) | 0.0 | $123k | +12% | 14k | 9.10 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $122k | 11k | 11.34 |
|
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $119k | 12k | 10.21 |
|
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $115k | 16k | 7.31 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $114k | +12% | 60k | 1.88 |
|
| Transocean Reg Shs (RIG) | 0.0 | $108k | NEW | 17k | 6.36 |
|
| Elanco Animal Health (ELAN) | 0.0 | $105k | NEW | 11k | 9.40 |
|
| Rocket Lab Usa (RKLB) | 0.0 | $105k | +3% | 26k | 4.04 |
|
| Sofi Technologies (SOFI) | 0.0 | $92k | -5% | 15k | 6.07 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $90k | +14% | 23k | 3.93 |
|
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.0 | $89k | +6% | 14k | 6.46 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $85k | 18k | 4.77 |
|
|
| Diana Shipping (DSX) | 0.0 | $74k | +18% | 19k | 3.90 |
|
| Appharvest (APPH) | 0.0 | $62k | 101k | 0.61 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $42k | 12k | 3.68 |
|
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $40k | 30k | 1.33 |
|
|
| Ouster (OUST) | 0.0 | $38k | NEW | 45k | 0.84 |
|
| Allianzgi Convertible & Income (NCV) | 0.0 | $37k | 11k | 3.36 |
|
|
| Lendingtree Note 0.500% 7/1 (Principal) | 0.0 | $8.9k | 12k | 0.75 |
|
Past Filings by 180 Wealth Advisors
SEC 13F fil