180 Wealth Advisors, LLC Purchases in Q4 2024

180 Wealth Advisors, LLC

  • $632 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
16.7K
+ 9.25%
$117.0 - $148.88 $1.95M - $2.48M
197K $26.5M
SNOW
Snowflake Inc.

Technology
195
+ 0.71%
$109.65 - $186.51 $21.4K - $36.4K
27.7K $4.28M
WMT
Walmart Inc.

Consumer Defensive
4.83K
+ 7.46%
$79.1 - $95.7 $382K - $462K
69.6K $6.29M
QLD
Proshares Ultra Qqq

ETFs
8.96K
+ 81.93%
$97.85 - $120.25 $877K - $1.08M
19.9K $2.15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
714
+ 14.38%
$260.53 - $404.79 $186K - $289K
5.68K $2.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.83K
+ 13.72%
$178.39 - $215.0 $504K - $607K
23.4K $4.52M
CRM
Salesforce, Inc.

Technology
227
+ 2.24%
$270.87 - $367.87 $61.5K - $83.5K
10.3K $3.46M
VST
Vistra Corp.

Utilities
4.36K
New
$115.74 - $166.61 $504K - $726K
4.36K $600K
GS
Goldman Sachs Group Inc

Financial Services
696
+ 30.01%
$486.1 - $608.57 $338K - $424K
3.02K $1.73M
PVH
Pvh Corp.

Consumer Cyclical
5.34K
New
$92.92 - $112.86 $496K - $603K
5.34K $564K
TDF
Templeton Dragon Fund Inc

Financial Services
71K
+ 68.64%
$8.31 - $10.39 $590K - $738K
175K $1.48M
V
Visa Inc.

Financial Services
150
+ 1.31%
$273.87 - $320.91 $41.1K - $48.1K
11.6K $3.66M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.84K
+ 48.43%
$63.58 - $71.15 $498K - $558K
24K $1.56M
GILD
Gilead Sciences, Inc.

Healthcare
4.92K
+ 81.05%
$83.95 - $97.9 $413K - $482K
11K $1.02M
SCHW
Schwab Charles Corp

Financial Services
1.31K
+ 3.22%
$63.31 - $82.85 $83.2K - $109K
42.1K $3.12M
MNKD
Mannkind Corp

Healthcare
21.2K
+ 1.02%
$5.93 - $7.44 $126K - $158K
2.11M $13.5M
EPD
Enterprise Products Partners L.P.

Energy
13.6K
+ 164.92%
$28.66 - $34.43 $389K - $467K
21.8K $683K
EMR
Emerson Electric CO

Industrials
388
+ 1.48%
$108.13 - $134.33 $42K - $52.1K
26.6K $3.3M
DAL
Delta Air Lines, Inc.

Industrials
3.99K
+ 20.99%
$47.46 - $65.77 $189K - $263K
23K $1.39M
VAL
Valaris LTD

Energy
9.25K
New
$40.92 - $56.38 $378K - $521K
9.25K $409K
NEP
Nextera Energy Partners, LP

Utilities
20.7K
New
$15.87 - $26.96 $328K - $558K
20.7K $368K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.15K
+ 30.92%
$106.33 - $110.69 $335K - $349K
13.3K $1.42M
XLE
Energy Sector Spdr

ETFs
3.86K
+ 20.2%
$83.32 - $97.27 $321K - $375K
22.9K $1.97M
ALL
Allstate Corp

Financial Services
1.32K
+ 64.01%
$181.25 - $208.2 $239K - $274K
3.38K $651K
SQ
Block, Inc.

Technology
3.03K
New
$65.06 - $98.92 $197K - $299K
3.03K $257K
DXCM
Dexcom Inc

Healthcare
3.28K
New
$65.68 - $81.01 $215K - $266K
3.28K $255K
MRVL
Marvell Technology, Inc.

Technology
24
+ 0.37%
$70.31 - $124.78 $1.69K - $2.99K
6.53K $721K
MTB
M&T Bank Corp

Financial Services
1.26K
New
$172.48 - $221.95 $218K - $280K
1.26K $237K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 0.33%
$275.15 - $388.2 $3.3K - $4.66K
3.67K $1.25M
KKR
Kkr & Co. Inc.

Financial Services
1.54K
New
$129.87 - $162.87 $200K - $251K
1.54K $228K
XLY
Select Sector Spdr Consumer Di

ETFs
985
New
$194.8 - $239.43 $192K - $236K
985 $220K
AXON
Axon Enterprise, Inc.

Industrials
370
New
$399.22 - $689.78 $148K - $255K
370 $219K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.27K
New
$51.09 - $55.27 $218K - $236K
4.27K $218K
CACI
Caci International Inc

Technology
494
+ 86.36%
N/A
1.07K $455K
MEDP
Medpace Holdings, Inc.

Healthcare
629
New
$308.93 - $363.58 $194K - $229K
629 $208K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.19K
+ 4.35%
$7.33 - $12.37 $23.4K - $39.5K
76.6K $812K
RL
Ralph Lauren Corp

Consumer Cyclical
875
New
$192.23 - $233.41 $168K - $204K
875 $202K
XYL
Xylem Inc.

Industrials
1.74K
New
$116.02 - $137.45 $202K - $239K
1.74K $201K
PATH
Ui Path, Inc.

Technology
18.5K
+ 3.96%
$11.95 - $15.5 $221K - $287K
485K $6.17M
ETSY
Etsy Inc

Consumer Cyclical
3.81K
+ 65.76%
$47.48 - $61.61 $181K - $234K
9.59K $507K
EWBC
East West Bancorp Inc

Financial Services
143
+ 1.25%
$80.04 - $111.23 $11.4K - $15.9K
11.6K $1.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.85K
+ 30.92%
$54.54 - $61.04 $155K - $174K
12.1K $671K
NFE
New Fortress Energy Inc.

Utilities
12
+ 0.05%
$8.0 - $15.12 $96 - $181
25.5K $386K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.86K
+ 14.44%
$34.49 - $39.24 $98.8K - $112K
22.7K $843K
DFAU
Dimensional ETF Tr

ETFs
2.24K
+ 2.84%
$39.27 - $42.38 $87.8K - $94.7K
81.1K $3.28M
CGGO
Capital Group Global Growth Eq

ETFs
5.76K
+ 31.82%
$29.21 - $30.67 $168K - $177K
23.8K $696K
DOW
Dow Inc.

Basic Materials
5.83K
+ 94.66%
$39.1 - $55.34 $228K - $323K
12K $481K
GRMN
Garmin LTD

Technology
3
+ 0.06%
$161.91 - $220.77 $486 - $662
4.68K $964K
FSLY
Fastly, Inc.

Technology
1.7K
+ 2.53%
$6.33 - $11.34 $10.7K - $19.2K
68.6K $647K
Activity Summary
Buys All Purchases 212 New Holdings 24 Increased Positions 188 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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