180 Wealth Advisors

Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 472 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.5 $40M 108k 370.17
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NVIDIA Corporation (NVDA) 3.9 $34M 196k 174.40
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Apple (AAPL) 2.9 $25M 100k 253.79
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Amazon (AMZN) 2.4 $21M +5% 101k 208.27
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Ishares Msci Glb Slv&mtl (SLVP) 2.1 $19M 528k 35.46
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Broadcom (AVGO) 2.1 $18M 59k 309.51
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Etfs Gold Tr Physcl Gold Shs (SGOL) 1.6 $14M +4% 316k 44.62
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Ishares Msci Gbl Gold Mn (RING) 1.5 $14M 171k 78.98
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Blackrock Res & Commodities SHS (BCX) 1.5 $13M +7% 1.1M 12.05
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $12M +6% 216k 54.05
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Tesla Motors (TSLA) 1.3 $11M -4% 31k 371.76
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.3 $11M -5% 156k 71.61
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $11M 39k 287.56
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Alphabet Cap Stk Cl C (GOOG) 1.2 $11M 38k 286.86
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Mannkind Corp Com New (MNKD) 1.2 $11M +45% 4.3M 2.45
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Vaneck Etf Trust Gold Miners Etf (GDX) 1.2 $10M 111k 91.77
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Meta Platforms Cl A (META) 1.1 $9.6M +2% 17k 572.14
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Vanguard Specialized Funds Div App Etf (VIG) 1.1 $9.4M 44k 215.06
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Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $9.0M 61k 148.10
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.0 $8.5M -2% 25k 337.95
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Wal-Mart Stores (WMT) 0.9 $7.9M 64k 124.28
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $7.9M +9% 202k 38.96
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Costco Wholesale Corporation (COST) 0.8 $7.2M 7.2k 996.39
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Twilio Cl A (TWLO) 0.8 $6.8M -3% 54k 125.82
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Select Sector Spdr Tr State Street Ene (XLE) 0.7 $6.6M +7% 108k 61.26
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Grail (GRAL) 0.7 $6.6M +10% 127k 51.68
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $6.3M +27% 71k 88.46
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Ishares Tr Global 100 Etf (IOO) 0.7 $6.2M +7% 52k 120.97
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Exxon Mobil Corporation (XOM) 0.7 $6.1M 36k 169.66
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Lam Research Corp Com New (LRCX) 0.7 $6.1M 29k 213.66
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Amgen (AMGN) 0.7 $5.8M 17k 351.86
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Uipath Cl A (PATH) 0.7 $5.8M 521k 11.10
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Ishares Tr Eafe Value Etf (EFV) 0.6 $5.5M 74k 74.35
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JPMorgan Chase & Co. (JPM) 0.6 $5.5M 19k 294.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $5.5M +2% 11k 479.19
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Ishares Tr Core S&p Us Vlu (IUSV) 0.6 $5.4M 53k 102.25
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $5.4M 14k 390.40
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Merck & Co (MRK) 0.6 $5.4M 45k 120.29
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PNC Financial Services (PNC) 0.5 $4.7M 23k 208.09
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Spdr Series Trust State Street Spd (XME) 0.5 $4.6M +9% 43k 108.01
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Applied Materials (AMAT) 0.5 $4.5M 13k 341.79
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $4.3M +2% 46k 94.24
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Axon Enterprise (AXON) 0.5 $4.3M +155% 10k 424.69
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Intel Corporation (INTC) 0.5 $4.3M -12% 97k 44.13
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $4.3M +4% 60k 71.13
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Illumina (ILMN) 0.5 $4.3M 35k 123.26
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Snowflake Com Shs (SNOW) 0.5 $4.2M +6% 28k 150.82
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Qualcomm (QCOM) 0.5 $4.1M +9% 32k 128.78
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Charles Schwab Corporation (SCHW) 0.5 $4.1M 44k 93.98
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Planet Labs Pbc Com Cl A (PL) 0.5 $4.1M 147k 27.95
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Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $4.1M 212k 19.30
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $4.1M 90k 45.12
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Eaton Corp SHS (ETN) 0.5 $4.0M 11k 357.66
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Target Corporation (TGT) 0.5 $4.0M 33k 121.20
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Emerson Electric (EMR) 0.4 $3.8M +2% 29k 131.02
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Chevron Corporation (CVX) 0.4 $3.8M -2% 18k 206.91
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International Business Machines (IBM) 0.4 $3.7M 15k 242.39
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Freeport Mcmoran CL B (FCX) 0.4 $3.6M +29% 62k 58.78
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Everpure Cl A (PSTG) 0.4 $3.5M 60k 59.04
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Vaneck Etf Trust Rare Earth And S (REMX) 0.4 $3.5M 39k 88.00
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Prologis (PLD) 0.4 $3.5M +2% 26k 132.18
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Nxp Semiconductors N V (NXPI) 0.4 $3.5M +3% 18k 196.86
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Pepsi (PEP) 0.4 $3.5M +3% 22k 155.29
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Medtronic SHS (MDT) 0.4 $3.4M +3% 40k 86.65
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Visa Com Cl A (V) 0.4 $3.4M 11k 302.24
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Ishares Tr Msci China Etf (MCHI) 0.4 $3.3M +9% 59k 56.18
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Templeton Dragon Fund (TDF) 0.4 $3.3M +5% 313k 10.61
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Blackrock (BLK) 0.4 $3.3M 3.4k 961.70
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Symbotic Class A Com (SYM) 0.4 $3.2M +3% 60k 53.20
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Starbucks Corporation (SBUX) 0.4 $3.2M 35k 89.59
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Arm Holdings Sponsored Ads (ARM) 0.4 $3.1M +5% 21k 151.28
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Boeing Company (BA) 0.4 $3.1M 16k 199.03
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Ge Vernova (GEV) 0.3 $3.1M +2% 3.5k 872.99
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Goldman Sachs (GS) 0.3 $3.1M -27% 3.6k 845.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.0M +14% 5.1k 597.50
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Johnson & Johnson (JNJ) 0.3 $3.0M -5% 12k 244.45
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Caterpillar (CAT) 0.3 $3.0M +53% 4.2k 708.46
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.9M 32k 90.53
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $2.9M 86k 33.86
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Ishares Tr Latn Amer 40 Etf (ILF) 0.3 $2.9M +55% 82k 35.52
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.9M 9.0k 320.80
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Valaris Cl A (VAL) 0.3 $2.9M -10% 29k 98.04
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Raytheon Technologies Corp (RTX) 0.3 $2.8M 14k 192.90
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Ishares Tr Intl Sel Div Etf (IDV) 0.3 $2.7M 63k 42.56
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Lockheed Martin Corporation (LMT) 0.3 $2.7M 4.4k 604.43
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Newmont Mining Corporation (NEM) 0.3 $2.6M +3% 24k 108.25
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salesforce (CRM) 0.3 $2.6M +24% 14k 186.66
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $2.6M 14k 184.28
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Coreweave Com Cl A (CRWV) 0.3 $2.5M +123% 33k 77.47
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Advanced Micro Devices (AMD) 0.3 $2.5M +52% 12k 203.43
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Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.3 $2.4M -3% 150k 16.27
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Ishares Tr Core Div Grwth (DGRO) 0.3 $2.4M -10% 35k 70.18
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Eli Lilly & Co. (LLY) 0.3 $2.4M -7% 2.6k 919.73
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Oracle Corporation (ORCL) 0.3 $2.4M +31% 16k 147.11
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American Tower Reit (AMT) 0.3 $2.3M +2% 13k 172.58
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.3M -2% 29k 78.41
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Tortoise Energy Infrastructure closed end funds (TYG) 0.3 $2.3M 46k 49.85
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Fastly Cl A (FSLY) 0.3 $2.3M 78k 29.06
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Global X Fds Global X Copper (COPX) 0.3 $2.3M +23% 30k 76.35
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Lithia Motors (LAD) 0.2 $2.2M +5% 8.8k 249.72
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $2.2M 22k 100.17
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Netflix (NFLX) 0.2 $2.2M -16% 23k 96.15
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Rocket Lab Corp (RKLB) 0.2 $2.2M -2% 34k 64.22
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $2.1M 16k 138.32
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Dow (DOW) 0.2 $2.1M -4% 51k 41.65
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.1M 9.8k 217.25
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Chipotle Mexican Grill (CMG) 0.2 $2.1M +13% 67k 32.01
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Intuitive Surgical Com New (ISRG) 0.2 $2.1M +5% 4.5k 460.99
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Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $2.1M 57k 35.94
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.0M 22k 92.74
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Corning Incorporated (GLW) 0.2 $2.0M +2% 15k 135.97
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Enterprise Products Partners (EPD) 0.2 $2.0M +7% 52k 37.84
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Arista Networks Com Shs (ANET) 0.2 $2.0M +6% 16k 122.78
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Ge Aerospace Com New (GE) 0.2 $1.9M +3% 6.7k 283.78
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Transocean Registered Shs (RIG) 0.2 $1.9M -10% 287k 6.63
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Bhp Billiton Sponsored Ads (BHP) 0.2 $1.9M 26k 72.74
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Sprott Fds Tr Uranium Miners E (URNM) 0.2 $1.9M 30k 63.15
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Ball Corporation (BALL) 0.2 $1.9M -12% 32k 59.11
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.9M +54% 32k 59.03
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Air Products & Chemicals (APD) 0.2 $1.9M -13% 6.4k 290.50
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Servicenow (NOW) 0.2 $1.9M +142% 18k 104.55
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Gentex Corporation (GNTX) 0.2 $1.9M +5% 85k 21.85
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Home Depot (HD) 0.2 $1.8M 5.5k 328.88
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Gabelli mutual funds - (GGZ) 0.2 $1.8M +2% 120k 15.02
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Moderna (MRNA) 0.2 $1.8M +3% 35k 50.80
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Comcast Corp Cl A (CMCSA) 0.2 $1.8M -13% 62k 28.71
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Ishares Em Mkts Div Etf (DVYE) 0.2 $1.7M +4% 50k 34.38
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Micron Technology (MU) 0.2 $1.7M 5.0k 337.87
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $1.7M -2% 1.3k 1321.18
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Verizon Communications (VZ) 0.2 $1.6M -7% 32k 50.20
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.2 $1.6M +5% 13k 120.04
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SLB Com Stk (SLB) 0.2 $1.6M 31k 51.39
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At&t (T) 0.2 $1.6M 54k 28.99
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Allstate Corporation (ALL) 0.2 $1.6M 7.6k 207.33
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Palantir Technologies Cl A (PLTR) 0.2 $1.5M +26% 11k 146.28
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Ishares Tr Core High Dv Etf (HDV) 0.2 $1.5M -2% 11k 135.72
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Metropcs Communications (TMUS) 0.2 $1.5M 7.1k 210.02
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Weyerhaeuser Com New (WY) 0.2 $1.5M 61k 24.43
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.5M +2% 5.6k 261.91
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Edwards Lifesciences (EW) 0.2 $1.4M 18k 80.08
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Palo Alto Networks (PANW) 0.2 $1.4M +484% 8.7k 160.31
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Organon & Co Common Stock (OGN) 0.2 $1.4M +35% 228k 5.99
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McKesson Corporation (MCK) 0.2 $1.4M +7% 1.6k 865.28
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Baker Hughes Company Cl A (BKR) 0.2 $1.4M 22k 61.05
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Mp Materials Corp Com Cl A (MP) 0.2 $1.3M 28k 48.26
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Quanta Services (PWR) 0.2 $1.3M +8% 2.4k 548.99
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Pfizer (PFE) 0.2 $1.3M 47k 28.08
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Zscaler Incorporated (ZS) 0.1 $1.3M +20% 9.3k 140.28
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Quantumscape Corp Com Cl A (QS) 0.1 $1.3M +24% 204k 6.38
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Vale S A Sponsored Ads (VALE) 0.1 $1.3M 82k 15.91
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 3.0k 436.86
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Pinterest Cl A (PINS) 0.1 $1.3M +122% 71k 18.34
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Gilead Sciences (GILD) 0.1 $1.3M 9.2k 139.36
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Arch Cap Group Ord (ACGL) 0.1 $1.3M -3% 13k 95.99
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Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $1.3M +16% 45k 28.43
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.3M 33k 38.42
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General Motors Company (GM) 0.1 $1.3M -5% 17k 74.50
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.3M +42% 6.4k 198.29
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Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $1.3M -3% 42k 29.72
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Devon Energy Corporation (DVN) 0.1 $1.2M -2% 25k 50.32
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Kaiser Aluminium Corporation Com Par $0.01 (KALU) 0.1 $1.2M 10k 120.51
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Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $1.2M 20k 61.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M +11% 2.1k 577.14
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East West Ban (EWBC) 0.1 $1.2M 11k 106.76
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Union Pacific Corporation (UNP) 0.1 $1.2M 4.9k 242.63
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.2M +41% 19k 62.45
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Hycroft Mining Holding Corp Cl A New (HYMC) 0.1 $1.2M NEW 33k 35.20
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.2M +2% 9.3k 125.46
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Marvell Technology (MRVL) 0.1 $1.2M +7% 12k 99.05
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Te Connectivity Ord Shs (TEL) 0.1 $1.2M +13% 5.5k 209.01
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Agnico (AEM) 0.1 $1.1M -2% 5.6k 202.98
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $1.1M 945.00 1191.56
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Spdr Series Trust State Street Spd (XBI) 0.1 $1.1M 8.8k 127.72
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Sprott Fds Tr Silver Miners (SLVR) 0.1 $1.1M +141% 19k 59.18
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Ishares Tr Tips Bd Etf (TIP) 0.1 $1.1M -9% 10k 110.36
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Woodside Energy Group Sponsored Adr (WDS) 0.1 $1.1M 47k 23.88
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Navitas Semiconductor Corp-a (NVTS) 0.1 $1.1M +6% 127k 8.77
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M +3% 2.6k 430.37
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General Dynamics Corporation (GD) 0.1 $1.1M 3.2k 343.25
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Take-Two Interactive Software (TTWO) 0.1 $1.1M +27% 5.5k 197.49
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Lumentum Hldgs (LITE) 0.1 $1.1M +2% 1.6k 702.93
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Ouster Com New (OUST) 0.1 $1.1M +20% 59k 18.37
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Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $1.1M +87% 298k 3.62
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Hewlett Packard Enterprise (HPE) 0.1 $1.1M -4% 45k 23.81
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Gabelli Dividend & Income Trust (GDV) 0.1 $1.1M -5% 40k 26.93
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Procter & Gamble Company (PG) 0.1 $1.1M 7.3k 144.43
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Voc Energy Tr Tr Unit (VOC) 0.1 $1.0M -2% 303k 3.46
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Prospect Capital Corporation (PSEC) 0.1 $1.0M +15% 401k 2.61
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Abbvie (ABBV) 0.1 $1.0M +45% 4.7k 217.51
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Cisco Systems (CSCO) 0.1 $1.0M 13k 77.59
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $1.0M 34k 29.49
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $1.0M +73% 28k 35.44
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $999k +17% 1.5k 653.32
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Rio Tinto Sponsored Adr (RIO) 0.1 $986k 11k 93.29
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Bristol Myers Squibb (BMY) 0.1 $969k 16k 60.65
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Cbre Clarion Global Real Estat re (IGR) 0.1 $967k +10% 220k 4.39
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $965k -14% 7.8k 124.30
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Flowserve Corporation (FLS) 0.1 $963k 13k 73.51
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Atmos Energy Corporation (ATO) 0.1 $960k +5% 5.2k 184.72
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Warner Bros Discovery Com Ser A (WBD) 0.1 $959k -17% 35k 27.46
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Kinross Gold Corp (KGC) 0.1 $958k -2% 31k 30.52
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Kla Corp Com New (KLAC) 0.1 $936k 636.00 1471.90
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Tc Energy Corp (TRP) 0.1 $932k 15k 62.60
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Suncor Energy (SU) 0.1 $916k -8% 14k 66.11
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ConAgra Foods (CAG) 0.1 $897k +20% 57k 15.72
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Northrop Grumman Corporation (NOC) 0.1 $887k +8% 1.3k 682.33
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $867k 1.9k 463.23
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Vanguard World Materials Etf (VAW) 0.1 $862k 3.8k 225.34
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Bank of America Corporation (BAC) 0.1 $860k +2% 18k 48.75
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Nucor Corporation (NUE) 0.1 $859k +192% 5.1k 169.12
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Universal Hlth Svcs CL B (UHS) 0.1 $854k NEW 4.8k 178.97
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Etsy (ETSY) 0.1 $851k +36% 17k 49.98
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Ishares Tr Global Reit Etf (REET) 0.1 $843k 34k 25.15
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Southern Copper Corporation (SCCO) 0.1 $831k +4% 4.8k 172.06
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Shell Spon Ads (SHEL) 0.1 $814k 8.7k 93.00
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Novo-nordisk A S Adr (NVO) 0.1 $809k +27% 22k 36.75
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Blackrock Muniyield Quality Fund (MQY) 0.1 $805k NEW 73k 10.98
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Lululemon Athletica (LULU) 0.1 $805k +18% 5.3k 153.10
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Wells Fargo & Company (WFC) 0.1 $804k -2% 10k 79.61
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $796k -4% 20k 40.19
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Pvh Corporation (PVH) 0.1 $784k 11k 69.76
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $783k +11% 6.6k 118.62
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TJX Companies (TJX) 0.1 $777k 4.9k 159.71
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Welltower Inc Com reit (WELL) 0.1 $769k 3.9k 197.73
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Fox Corp Cl A Com (FOXA) 0.1 $753k +6% 13k 58.40
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Cleveland-cliffs (CLF) 0.1 $750k +19% 89k 8.45
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Crown Holdings (CCK) 0.1 $749k +6% 7.5k 100.25
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Tidewater (TDW) 0.1 $745k -4% 8.9k 83.55
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $743k -5% 22k 33.37
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St. Joe Company (JOE) 0.1 $743k 12k 62.80
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Abercrombie & Fitch Cl A (ANF) 0.1 $732k -6% 8.0k 91.37
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Ishares Tr Mbs Etf (MBB) 0.1 $729k 7.7k 94.94
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Elanco Animal Health (ELAN) 0.1 $728k 30k 23.93
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EOG Resources (EOG) 0.1 $726k 5.0k 144.58
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Vanguard Index Fds Value Etf (VTV) 0.1 $711k 3.6k 196.22
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $708k +5% 1.1k 650.37
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Roundhill Etf Trust Daily 2x Long Ma (MAGX) 0.1 $695k -4% 16k 42.73
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Altria (MO) 0.1 $695k 11k 65.99
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Gartner (IT) 0.1 $686k NEW 4.3k 158.34
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Humana (HUM) 0.1 $675k +179% 3.9k 173.38
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $675k +12% 8.8k 77.11
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Coupang Cl A (CPNG) 0.1 $671k +20% 36k 18.88
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Trimble Navigation (TRMB) 0.1 $660k 10k 65.23
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C3 Ai Cl A (AI) 0.1 $658k +141% 78k 8.42
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $649k +24% 7.9k 82.57
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Incyte Corporation (INCY) 0.1 $647k 6.9k 94.12
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American Express Company (AXP) 0.1 $647k -49% 2.1k 302.45
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General Mills (GIS) 0.1 $641k +44% 17k 37.22
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Omni (OMC) 0.1 $635k +100% 8.4k 75.31
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Barrick Mng Corp Com Shs (B) 0.1 $629k 15k 40.79
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Jd.com Spon Ads Cl A (JD) 0.1 $624k +11% 21k 29.57
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Coca-Cola Company (KO) 0.1 $624k 8.2k 76.05
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Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $614k +86% 8.1k 75.49
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Allegion Ord Shs (ALLE) 0.1 $611k +71% 4.2k 145.29
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $607k 4.6k 132.91
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Diamondback Energy (FANG) 0.1 $607k +12% 3.1k 197.79
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Apollo Global Mgmt (APO) 0.1 $606k +57% 5.4k 111.42
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Uber Technologies (UBER) 0.1 $603k +6% 8.4k 71.93
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Williams Companies (WMB) 0.1 $584k 8.0k 72.78
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Parker-Hannifin Corporation (PH) 0.1 $584k 652.00 895.24
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Ishares Tr Us Infrastruc (IFRA) 0.1 $579k +17% 10k 57.20
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Aptar (ATR) 0.1 $576k +100% 4.6k 126.03
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Paypal Holdings (PYPL) 0.1 $571k +43% 13k 45.23
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Deckers Outdoor Corporation (DECK) 0.1 $570k NEW 5.7k 100.09
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $565k +2% 3.9k 145.80
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FedEx Corporation (FDX) 0.1 $555k 1.6k 356.10
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Adobe Systems Incorporated (ADBE) 0.1 $554k +6% 2.3k 243.06
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Honeywell International (HON) 0.1 $549k 2.4k 226.01
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Direxion Shares Etf Trust Daily Gold Miner (NUGT) 0.1 $542k -14% 2.9k 188.25
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $537k +40% 14k 38.86
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Marathon Petroleum Corp (MPC) 0.1 $536k 2.2k 244.14
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Ishares Silver Tr Ishares (SLV) 0.1 $533k -8% 7.8k 68.14
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Mastercard Incorporated Cl A (MA) 0.1 $527k -7% 1.1k 499.76
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McDonald's Corporation (MCD) 0.1 $525k 1.7k 310.74
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Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $521k +82% 170k 3.07
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $520k -24% 7.7k 67.53
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Kinder Morgan (KMI) 0.1 $517k 15k 33.53
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Block Cl A (XYZ) 0.1 $515k 8.6k 60.18
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Textron (TXT) 0.1 $514k +88% 5.9k 87.56
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Totalenergies Se Act (TTE) 0.1 $501k NEW 5.5k 90.98
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ConocoPhillips (COP) 0.1 $496k 3.8k 131.99
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UnitedHealth (UNH) 0.1 $495k +43% 1.8k 270.52
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Ishares Tr Select Divid Etf (DVY) 0.1 $494k 3.3k 151.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $491k 8.6k 56.79
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Spdr Index Shs Fds State Street Spd (EWX) 0.1 $490k +4% 7.4k 66.12
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Masimo Corporation (MASI) 0.1 $485k +2% 2.7k 177.87
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Nio Spon Ads (NIO) 0.1 $483k -2% 80k 6.03
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Consolidated Edison (ED) 0.1 $480k 4.2k 113.18
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Lincoln National Corporation (LNC) 0.1 $470k 13k 35.50
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Digitalocean Hldgs (DOCN) 0.1 $461k -11% 5.4k 85.78
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Skyworks Solutions (SWKS) 0.1 $460k +9% 8.6k 53.55
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Joby Aviation Common Stock (JOBY) 0.1 $457k +194% 55k 8.26
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Nutanix Cl A (NTNX) 0.1 $454k +11% 12k 38.01
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Cabot Oil & Gas Corporation (CTRA) 0.1 $446k 13k 35.14
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First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $442k +7% 17k 25.53
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Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $437k 7.9k 55.24
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $433k 1.5k 287.21
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Tenet Healthcare Corp Com New (THC) 0.0 $433k -5% 2.3k 188.71
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Cheniere Energy Com New (LNG) 0.0 $429k -6% 1.5k 283.71
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Synchrony Financial (SYF) 0.0 $428k 6.3k 68.02
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Dell Technologies CL C (DELL) 0.0 $424k +26% 2.6k 164.13
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Sprott Asset Management Physical Silver (PSLV) 0.0 $424k +21% 17k 24.39
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Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.0 $424k 13k 33.12
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Walt Disney Company (DIS) 0.0 $418k -3% 4.3k 96.37
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3M Company (MMM) 0.0 $415k +13% 2.9k 145.22
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Lowe's Companies (LOW) 0.0 $414k -6% 1.8k 236.32
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Thermo Fisher Scientific (TMO) 0.0 $406k 826.00 491.40
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Boston Scientific Corporation (BSX) 0.0 $406k +3% 6.5k 62.75
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $399k 1.6k 247.98
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Bny Mellon Strategic Muns (LEO) 0.0 $397k 63k 6.29
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Timberland Ban (TSBK) 0.0 $394k 10k 39.43
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Nice Sponsored Adr (NICE) 0.0 $393k +15% 3.6k 110.27
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $392k -11% 5.8k 67.07
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $390k +51% 7.7k 50.81
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $382k +16% 3.4k 113.11
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BP Sponsored Adr (BP) 0.0 $381k -5% 8.1k 47.00
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Ishares Core Msci Emkt (IEMG) 0.0 $380k -6% 5.4k 69.76
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Realty Income (O) 0.0 $380k +5% 6.2k 61.18
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Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $378k 19k 20.12
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Kyndryl Hldgs Common Stock (KD) 0.0 $378k +78% 29k 13.12
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Hormel Foods Corporation (HRL) 0.0 $378k +15% 17k 22.65
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Linde SHS (LIN) 0.0 $367k 740.00 495.90
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $367k 120k 3.07
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $366k -5% 4.4k 82.49
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Copart (CPRT) 0.0 $365k +23% 11k 33.20
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Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.0 $362k +35% 5.0k 72.58
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Xplr Infrastructure Com Unit Part In (XIFR) 0.0 $357k +2% 34k 10.62
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Toronto Dominion Bk Ont Com New (TD) 0.0 $355k -6% 3.8k 93.31
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Crispr Therapeutics Namen Akt (CRSP) 0.0 $353k 7.4k 47.57
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Deere & Company (DE) 0.0 $352k -2% 625.00 563.42
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Hca Holdings (HCA) 0.0 $351k -4% 742.00 473.53
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L3harris Technologies (LHX) 0.0 $350k 1.0k 345.28
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Simon Property (SPG) 0.0 $350k 1.9k 186.53
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Elbit Sys Ord (ESLT) 0.0 $342k 403.00 849.09
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Unity Software (U) 0.0 $341k +48% 16k 21.94
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $340k +32% 1.6k 211.17
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MetLife (MET) 0.0 $339k -2% 4.8k 70.72
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Texas Instruments Incorporated (TXN) 0.0 $339k 1.7k 194.19
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Cloudflare Cl A Com (NET) 0.0 $338k 1.6k 206.35
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $336k +28% 2.1k 163.61
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Darden Restaurants (DRI) 0.0 $335k 1.7k 196.00
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $334k 2.3k 142.45
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Qorvo (QRVO) 0.0 $330k 4.3k 77.40
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $330k 7.8k 42.54
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Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $329k NEW 4.6k 70.91
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $329k +3% 2.0k 161.72
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Hasbro (HAS) 0.0 $328k NEW 3.5k 93.60
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Amphenol Corp Cl A (APH) 0.0 $328k -3% 2.6k 126.34
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $326k 19k 16.97
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Vanguard World Inf Tech Etf (VGT) 0.0 $323k 463.00 697.09
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Spotify Technology S A SHS (SPOT) 0.0 $317k -7% 654.00 484.71
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Canadian Natural Resources (CNQ) 0.0 $316k -5% 6.5k 48.73
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Novartis Sponsored Adr (NVS) 0.0 $310k -5% 2.0k 152.78
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Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.0 $309k +7% 4.7k 65.78
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National Grid Sponsored Adr Ne (NGG) 0.0 $309k 3.7k 84.59
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Expeditors International of Washington (EXPD) 0.0 $306k 2.1k 143.21
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Vanguard World Mega Grwth Ind (MGK) 0.0 $305k 831.00 367.44
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Kimberly-Clark Corporation (KMB) 0.0 $303k -4% 3.1k 96.48
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Tandem Diabetes Care Com New (TNDM) 0.0 $302k +17% 16k 19.17
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Ishares Tr Core Univrsl Usd (IUSB) 0.0 $302k +7% 6.5k 46.19
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $300k -10% 3.6k 82.75
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Ford Motor Company (F) 0.0 $299k -18% 26k 11.54
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Zoetis Cl A (ZTS) 0.0 $298k 2.5k 118.20
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Bumble Com Cl A (BMBL) 0.0 $291k +35% 89k 3.26
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Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL) 0.0 $291k +20% 24k 12.15
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Progressive Corporation (PGR) 0.0 $290k -8% 1.5k 198.30
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Elastic N V Ord Shs (ESTC) 0.0 $288k +30% 5.8k 49.99
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $288k -7% 12k 24.31
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Edison International (EIX) 0.0 $286k +15% 3.9k 73.18
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Delta Air Lines Com New (DAL) 0.0 $284k -2% 4.3k 66.48
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Sentinelone Cl A (S) 0.0 $283k +20% 22k 12.88
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Ishares Msci Japan Etf (EWJ) 0.0 $283k -12% 3.3k 84.43
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Global X Fds Global X Silver (SIL) 0.0 $279k -19% 3.1k 90.08
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Aercap Holdings Nv SHS (AER) 0.0 $279k -5% 2.0k 137.16
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Select Sector Spdr Tr State Street Hea (XLV) 0.0 $278k -10% 1.9k 146.57
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $274k NEW 5.5k 49.79
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Weatherford Intl Ord Shs (WFRD) 0.0 $273k -9% 2.9k 94.58
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Pinnacle West Capital Corporation (PNW) 0.0 $271k +16% 2.7k 100.75
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Chewy Cl A (CHWY) 0.0 $270k +8% 10k 27.00
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United Rentals (URI) 0.0 $268k 368.00 729.47
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $267k NEW 7.9k 33.67
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Automatic Data Processing (ADP) 0.0 $267k 1.3k 203.26
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $264k 8.7k 30.32
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Mosaic (MOS) 0.0 $261k -23% 10k 25.50
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Range Resources (RRC) 0.0 $260k -2% 5.8k 45.18
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Toyota Motor Corp Ads (TM) 0.0 $260k -13% 1.3k 206.08
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Nextera Energy (NEE) 0.0 $260k +2% 2.8k 92.88
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $258k 2.8k 91.37
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Tyson Foods Cl A (TSN) 0.0 $258k 4.0k 64.07
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S&p Global (SPGI) 0.0 $258k -2% 606.00 425.34
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Tidal Trust Ii Yieldmax Mstr Op (MSTY) 0.0 $258k NEW 12k 21.29
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $257k 575.00 446.61
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Mongodb Cl A (MDB) 0.0 $257k +47% 1.0k 244.69
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Citigroup Com New (C) 0.0 $257k -3% 2.3k 113.43
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Direxion Shares Etf Trust Daily Msci Emerg (EDC) 0.0 $256k -10% 4.6k 55.98
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Xcel Energy (XEL) 0.0 $254k 3.2k 79.45
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Nutrien (NTR) 0.0 $254k 3.4k 75.47
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $253k NEW 2.5k 101.14
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Ferrari Nv Ord (RACE) 0.0 $252k -10% 743.00 338.45
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $251k 8.3k 30.12
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Carnival Corp Common Stock (CCL) 0.0 $248k +24% 9.6k 25.88
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $248k 1.2k 213.64
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Strategy Cl A New (MSTR) 0.0 $248k -8% 2.0k 124.80
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Olin Corp Com Par $1 (OLN) 0.0 $247k NEW 8.3k 29.73
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Principal Financial (PFG) 0.0 $246k -3% 2.7k 90.10
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Digital Realty Trust (DLR) 0.0 $246k -2% 1.4k 180.22
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A Mark Precious Metals (GOLD) 0.0 $245k -47% 6.1k 40.08
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Johnson Controls Internation SHS (JCI) 0.0 $245k -2% 1.9k 130.96
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Etf Ser Solutions Us Gbl Gld Pre (GOAU) 0.0 $243k 5.5k 44.36
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Workday Cl A (WDAY) 0.0 $241k +61% 1.9k 129.92
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Public Service Enterprise (PEG) 0.0 $240k 3.0k 80.95
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CSX Corporation (CSX) 0.0 $239k 5.8k 41.05
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Ecolab (ECL) 0.0 $239k +16% 897.00 266.09
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AeroVironment (AVAV) 0.0 $238k NEW 1.3k 183.05
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Morgan Stanley Com New (MS) 0.0 $235k -2% 1.4k 164.58
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International Paper Company (IP) 0.0 $235k +13% 6.6k 35.70
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Sanmina (SANM) 0.0 $235k +7% 1.8k 129.64
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Apa Corporation (APA) 0.0 $232k NEW 5.5k 42.44
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Sony Group Corp Sponsored Adr (SONY) 0.0 $231k -3% 11k 20.70
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Garmin SHS (GRMN) 0.0 $229k -8% 986.00 232.12
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Match Group (MTCH) 0.0 $228k 7.4k 30.71
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Select Sector Spdr Tr State Street Con (XLY) 0.0 $228k 2.1k 108.99
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Zimmer Holdings (ZBH) 0.0 $227k NEW 2.5k 90.43
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Philip Morris International (PM) 0.0 $223k 1.4k 165.36
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $223k -57% 426.00 522.71
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $222k NEW 4.2k 52.78
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Bloom Energy Corp Com Cl A (BE) 0.0 $221k NEW 1.6k 135.49
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Agnc Invt Corp Com reit (AGNC) 0.0 $221k +4% 22k 10.03
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MercadoLibre (MELI) 0.0 $221k +18% 128.00 1728.17
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Corpay Com Shs (CPAY) 0.0 $221k NEW 759.00 290.99
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $220k 4.4k 49.89
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Vertiv Holdings Com Cl A (VRT) 0.0 $219k NEW 875.00 250.58
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Centene Corporation (CNC) 0.0 $219k +3% 6.7k 32.74
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Nokia Corp Sponsored Adr (NOK) 0.0 $216k -53% 27k 8.04
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Robinhood Mkts Com Cl A (HOOD) 0.0 $216k +12% 3.1k 69.30
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Ishares Tr Msci India Etf (INDA) 0.0 $216k NEW 4.6k 46.84
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Sanofi Sa Sponsored Adr (SNY) 0.0 $215k -13% 4.5k 48.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $213k 500.00 426.14
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Truist Financial Corp equities (TFC) 0.0 $212k +8% 4.6k 45.97
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Clough Global Equity Fund closed-end fund (GLQ) 0.0 $211k -4% 28k 7.53
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Duke Energy Corp Com New (DUK) 0.0 $209k NEW 1.6k 130.90
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Autodesk (ADSK) 0.0 $206k -12% 861.00 239.40
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Packaging Corporation of America (PKG) 0.0 $205k 966.00 212.22
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $205k -10% 9.5k 21.68
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BorgWarner (BWA) 0.0 $202k NEW 3.7k 54.26
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $202k 667.00 302.02
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Chesapeake Energy Corp (EXE) 0.0 $201k NEW 1.8k 109.79
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Phillips 66 (PSX) 0.0 $201k NEW 1.1k 182.25
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BlackRock Credit All Inc Trust IV (BTZ) 0.0 $186k 18k 10.10
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Invesco Mortgage Capital (IVR) 0.0 $185k +11% 23k 8.08
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Fortress Biotech Com New (FBIO) 0.0 $178k -15% 64k 2.79
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Proshares Tr Ultra Ether Etf (ETHT) 0.0 $175k NEW 12k 14.98
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Bank Montreal Medium Cal Lkd 43 (SHNY) 0.0 $174k +663% 13k 13.88
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Goodyear Tire & Rubber Company (GT) 0.0 $170k +7% 26k 6.63
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Blue Owl Capital Com Cl A (OWL) 0.0 $168k NEW 18k 9.13
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Eaton Vance Mun Income Tr Sh Ben Int (EVN) 0.0 $162k 16k 10.41
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Mobileye Global Common Class A (MBLY) 0.0 $150k -17% 22k 6.87
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Asana Cl A (ASAN) 0.0 $147k +84% 23k 6.40
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Butterfly Network Com Cl A (BFLY) 0.0 $145k 36k 4.04
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Verra Mobility Corp Cl A Com Stk (VRRM) 0.0 $145k NEW 10k 14.29
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Cohen & Steers Quality Income Realty (RQI) 0.0 $136k +7% 11k 12.05
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Pimco High Income Com Shs (PHK) 0.0 $100k 22k 4.63
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $97k 13k 7.54
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Telefonica Brasil Sa Sponsored Ads (VIV) 0.0 $83k NEW 19k 4.34
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Ambev Sa Sponsored Adr (ABEV) 0.0 $72k -23% 25k 2.92
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Soundhound Ai Class A Com (SOUN) 0.0 $69k NEW 10k 6.87
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Calcimedica Com New (CALC) 0.0 $68k +297% 127k 0.54
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Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) 0.0 $66k 67k 0.99
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New Fortress Energy Com Cl A (NFE) 0.0 $63k +8% 107k 0.59
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Clough Global Opportunities Sh Ben Int (GLO) 0.0 $61k -4% 11k 5.57
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Archer Aviation Com Cl A (ACHR) 0.0 $58k +2% 11k 5.17
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Ares Coml Real Estate (ACRE) 0.0 $49k 10k 4.80
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Past Filings by 180 Wealth Advisors

SEC 13F filings are viewable for 180 Wealth Advisors going back to 2017

View all past filings