180 Wealth Advisors, LLC Purchases in Q2 2025

180 Wealth Advisors, LLC

  • $693 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
80
+ 12.9%
$517.23 - $700.54 $41.4K - $56K
700 $488K
VTV
Vanguard Value ETF

ETFs
520
+ 15.97%
$153.67 - $176.74 $79.9K - $91.9K
3.78K $667K
BAC
Bank Of America Corp

Financial Services
271
+ 1.54%
$34.39 - $47.46 $9.32K - $12.9K
17.8K $843K
MET
Metlife Inc

Financial Services
1.3K
+ 35.13%
$68.42 - $82.49 $89.2K - $108K
5.02K $403K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.33K
+ 11.33%
$44.8 - $53.97 $59.8K - $72K
13.1K $707K
VOE
Vanguard Mid Cap Value Index F

ETFs
116
+ 0.82%
$141.87 - $164.49 $16.5K - $19.1K
14.2K $2.34M
AMT
American Tower Corp

Real Estate
236
+ 1.94%
$203.96 - $228.19 $48.1K - $53.9K
12.4K $2.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
638
+ 9.06%
$55.54 - $69.09 $35.4K - $44.1K
7.68K $530K
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 5.41%
$496.48 - $617.85 $25.3K - $31.5K
993 $613K
EPD
Enterprise Products Partners L.P.

Energy
5.81K
+ 18.45%
$28.95 - $34.22 $168K - $199K
37.3K $1.16M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
296
+ 13.59%
$104.23 - $134.39 $30.9K - $39.8K
2.47K $332K
UWMC
Uwm Holdings Corp

Financial Services
40.3K
+ 59.72%
$3.94 - $5.79 $159K - $233K
108K $446K
PVH
Pvh Corp.

Consumer Cyclical
299
+ 2.19%
$60.5 - $87.28 $18.1K - $26.1K
14K $958K
PFE
Pfizer Inc

Healthcare
4.53K
+ 10.86%
$21.59 - $24.84 $97.7K - $112K
46.2K $1.12M
RELX
Relx PLC

Communication Services
773
+ 17.09%
$45.31 - $55.66 $35K - $43K
5.3K $287K
DOW
Dow Inc.

Basic Materials
7.93K
+ 43.17%
$25.81 - $34.89 $205K - $277K
26.3K $696K
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 7.89%
$174.82 - $215.79 $21.7K - $26.8K
1.7K $365K
EWX
Spdr S&P Emerging Markets Smal

ETFs
265
+ 4.04%
$49.89 - $62.13 $13.2K - $16.5K
6.83K $423K
EEM
Ishares Msci Emerging Markets

ETFs
200
+ 2.37%
$38.52 - $48.28 $7.7K - $9.66K
8.64K $416K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
16.2K
New
$2.57 - $4.95 $41.7K - $80.3K
16.2K $47K
INCY
Incyte Corp

Healthcare
62
+ 1.12%
$55.17 - $71.22 $3.42K - $4.42K
5.61K $382K
ADBE
Adobe Inc.

Technology
103
+ 5.33%
$340.0 - $420.68 $35K - $43.3K
2.04K $787K
VERU
Veru Inc.

Healthcare
25.6K
+ 5.9%
$0.49 - $0.7 $12.5K - $17.9K
459K $266K
VOC
Voc Energy Trust

Energy
45.6K
+ 19.75%
$2.51 - $3.32 $115K - $151K
277K $791K
WDS
Woodside Energy Group LTD

Energy
1.75K
+ 5.42%
$11.5 - $16.77 $20.1K - $29.3K
34K $524K
XLF
Financial Sector Spdr

ETFs
448
+ 7.9%
$43.92 - $52.37 $19.7K - $23.5K
6.12K $320K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
70
+ 0.56%
$22.28 - $27.57 $1.56K - $1.93K
12.6K $346K
GLD
Spdr Gold Trust

ETFs
8
+ 0.35%
$273.71 - $316.29 $2.19K - $2.53K
2.29K $696K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
175
+ 3.58%
$45.98 - $56.15 $8.05K - $9.83K
5.06K $284K
ABT
Abbott Laboratories

Healthcare
229
+ 12.66%
$123.95 - $138.08 $28.4K - $31.6K
2.04K $277K
CGDV
Capital Group Divid Value ETF

ETFs
161
+ 2.19%
$31.93 - $39.49 $5.14K - $6.36K
7.51K $296K
WDAY
Workday, Inc.

Technology
105
+ 7.18%
$210.47 - $274.71 $22.1K - $28.8K
1.57K $376K
REET
Ishares Global Reit ETF

ETFs
650
+ 2.05%
$21.59 - $25.16 $14K - $16.4K
32.4K $800K
VAW
Vanguard Materials ETF

ETFs
12
+ 0.31%
$163.82 - $196.64 $1.97K - $2.36K
3.87K $753K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10.7K
+ 37.08%
$3.97 - $5.84 $42.3K - $62.3K
39.4K $199K
NVO
Novo Nordisk A S

Healthcare
478
+ 9.53%
$58.08 - $81.05 $27.8K - $38.7K
5.49K $379K
F
Ford Motor CO

Consumer Cyclical
391
+ 1.2%
$8.69 - $10.85 $3.4K - $4.24K
33.1K $358K
MRK
Merck & Co., Inc.

Healthcare
4.97K
+ 14.35%
$73.47 - $87.12 $365K - $433K
39.6K $3.13M
ASX
Ase Technology Holding Co., Ltd.

Technology
72
+ 0.6%
$7.42 - $10.65 $534 - $767
12.1K $124K
VALE
Vale S.A.

Basic Materials
4K
+ 5.38%
$8.26 - $10.1 $33K - $40.4K
78.3K $760K
IEMG
Ishares Inc

ETFs
237
+ 5.08%
N/A
4.9K $262K
AGNC
Agnc Investment Corp.

Real Estate
1.82K
+ 10.62%
$8.12 - $9.49 $14.8K - $17.3K
19K $174K
PHK
Pimco High Income Fund

Financial Services
2.25K
+ 11.29%
$4.43 - $4.88 $9.97K - $11K
22.2K $106K
UPS
United Parcel Service Inc

Industrials
268
+ 11.58%
$91.92 - $110.2 $24.6K - $29.5K
2.58K $260K
IVR
Invesco Mortgage Capital Inc.

Real Estate
952
+ 6.32%
$6.33 - $8.04 $6.03K - $7.65K
16K $125K
ABEV
Ambev S.A.

Consumer Defensive
1.47K
+ 4.06%
$2.15 - $2.55 $3.15K - $3.74K
37.6K $90K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
150
+ 3.06%
$48.13 - $49.85 $7.22K - $7.48K
5.05K $247K
SU
Suncor Energy Inc

Energy
641
+ 4.07%
$31.54 - $41.04 $20.2K - $26.3K
16.4K $613K
TTE
Total Energies Se

Energy
46
+ 0.78%
N/A
5.93K $406K
Activity Summary
Buys All Purchases 193 New Holdings 28 Increased Positions 165 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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