180 Wealth Advisors, LLC Purchases in Q3 2024

180 Wealth Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
50
+ 0.6%
$125.9 - $170.35 $6.3K - $8.52K
8.35K $1.42M
CGDV
Capital Group Divid Value ETF

ETFs
6.83K
New
$32.96 - $36.48 $225K - $249K
6.83K $249K
KWEB
Kraneshares Tr Csi China Inter

ETFs
4.35K
+ 30.39%
$24.73 - $34.02 $107K - $148K
18.6K $634K
PINS
Pinterest, Inc.

Communication Services
7.62K
New
$28.66 - $43.51 $218K - $331K
7.62K $246K
CACI
Caci International Inc

Technology
572
New
$427.76 - $427.76 $245K - $245K
572 $244K
EPD
Enterprise Products Partners L.P.

Energy
8.22K
New
$27.88 - $30.0 $229K - $247K
8.22K $239K
PAYC
Paycom Software, Inc.

Technology
1.16K
+ 63.05%
$140.16 - $173.86 $163K - $202K
3.01K $500K
DT
Dynatrace, Inc.

Technology
4.35K
New
$40.49 - $53.47 $176K - $233K
4.35K $232K
DFAE
Dimensional ETF Tr

ETFs
5.41K
+ 10.16%
$24.46 - $27.82 $132K - $150K
58.6K $1.61M
NFE
New Fortress Energy Inc.

Utilities
25.5K
New
$8.98 - $25.64 $229K - $655K
25.5K $231K
ETN
Eaton Corp PLC

Industrials
74
+ 0.66%
$272.52 - $333.02 $20.2K - $24.6K
11.3K $3.73M
JNJ
Johnson & Johnson

Healthcare
81
+ 0.61%
$145.48 - $167.38 $11.8K - $13.6K
13.3K $2.16M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.76K
New
$112.99 - $126.45 $199K - $222K
1.76K $221K
CRS
Carpenter Technology Corp

Industrials
1.38K
New
$104.79 - $161.78 $144K - $222K
1.38K $219K
SAP
Sap Se

Technology
948
New
$197.21 - $231.0 $187K - $219K
948 $217K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
857
+ 1.54%
$30.61 - $34.92 $26.2K - $29.9K
56.4K $1.95M
MSI
Motorola Solutions, Inc.

Technology
471
New
$385.65 - $450.49 $182K - $212K
471 $211K
ABT
Abbott Laboratories

Healthcare
1.85K
New
$100.07 - $118.13 $185K - $218K
1.85K $210K
IVE
Ishares S&P 500 Value ETF

ETFs
1.07K
New
$181.06 - $197.17 $194K - $211K
1.07K $210K
AON
Aon PLC

Financial Services
609
New
$293.16 - $351.06 $179K - $214K
609 $210K
DUK
Duke Energy Corp

Utilities
1.82K
New
$99.35 - $117.71 $180K - $214K
1.82K $209K
FLS
Flowserve Corp

Industrials
3.36K
+ 40.35%
$44.46 - $52.53 $149K - $177K
11.7K $604K
NEE
Nextera Energy Inc

Utilities
2.42K
New
$69.9 - $84.97 $169K - $205K
2.42K $204K
PHG
Koninklijke Philips Nv

Healthcare
6.23K
New
$25.08 - $32.73 $156K - $204K
6.23K $203K
NRG
Nrg Energy, Inc.

Utilities
2.2K
New
$68.89 - $91.22 $152K - $201K
2.2K $200K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
8.95K
+ 11.42%
$11.2 - $12.41 $100K - $111K
87.3K $1.08M
BHP
Bhp Group LTD

Basic Materials
1.73K
+ 9.6%
$51.32 - $62.11 $88.8K - $107K
19.7K $1.23M
V
Visa Inc.

Financial Services
183
+ 1.63%
$253.74 - $291.56 $46.4K - $53.4K
11.4K $3.14M
KALU
Kaiser Aluminum Corp

Basic Materials
3.25K
+ 111.58%
$66.36 - $99.35 $215K - $322K
6.16K $445K
GS
Goldman Sachs Group Inc

Financial Services
191
+ 8.98%
$459.02 - $510.25 $87.7K - $97.5K
2.32K $1.15M
QS
Quantum Scape Corp

Consumer Cyclical
19.3K
+ 24.14%
$4.83 - $9.14 $93K - $176K
99K $569K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.14%
$416.14 - $494.01 $2.08K - $2.47K
3.68K $1.81M
UAL
United Airlines Holdings, Inc.

Industrials
840
+ 5.73%
$37.88 - $58.85 $31.8K - $49.4K
15.5K $884K
RIO
Rio Tinto PLC

Basic Materials
1.82K
+ 26.2%
$59.71 - $71.21 $108K - $129K
8.74K $622K
VALE
Vale S.A.

Basic Materials
11.9K
+ 29.73%
$9.9 - $11.8 $118K - $140K
51.9K $606K
PEP
Pepsico Inc

Consumer Defensive
424
+ 2.5%
$161.9 - $179.3 $68.6K - $76K
17.4K $2.96M
FSLY
Fastly, Inc.

Technology
18.2K
+ 37.27%
$5.63 - $8.21 $102K - $149K
66.9K $506K
NOW
Service Now, Inc.

Technology
2
+ 0.16%
$730.87 - $937.36 $1.46K - $1.87K
1.28K $1.14M
PLTR
Palantir Technologies Inc.

Technology
1.04K
+ 12.19%
$24.09 - $37.95 $24.9K - $39.3K
9.53K $354K
COPX
Global X Copper Miners ETF

ETFs
2.25K
+ 18.15%
$38.58 - $48.4 $86.7K - $109K
14.6K $691K
UNP
Union Pacific Corp

Industrials
47
+ 0.82%
$221.78 - $256.09 $10.4K - $12K
5.79K $1.43M
GDV
Gabelli Dividend & Income Trust

Financial Services
2.08K
+ 5.12%
$22.05 - $24.45 $45.8K - $50.8K
42.6K $1.04M
VT
Vanguard Total World Stk Index

ETFs
54
+ 0.35%
$107.72 - $119.96 $5.82K - $6.48K
15.6K $1.87M
VOC
Voc Energy Trust

Energy
19.6K
+ 11.86%
$4.57 - $5.48 $89.6K - $107K
185K $911K
NEM
Newmont Corp

Basic Materials
521
+ 6.97%
$41.65 - $55.85 $21.7K - $29.1K
7.99K $427K
NOK
Nokia Corp

Technology
16.2K
+ 24.65%
$3.62 - $4.48 $58.7K - $72.7K
82K $359K
AMGN
Amgen Inc

Healthcare
64
+ 0.71%
$309.38 - $337.38 $19.8K - $21.6K
9.05K $2.92M
VOD
Vodafone Group Public LTD CO

Communication Services
7.14K
+ 21.59%
$8.8 - $10.35 $62.8K - $73.8K
40.2K $402K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
12.3K
New
$7.63 - $12.31 $93.8K - $151K
12.3K $108K
Activity Summary
Buys All Purchases 217 New Holdings 27 Increased Positions 190 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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