180 Wealth Advisors, LLC Purchases in Q3 2025

180 Wealth Advisors, LLC

  • $789 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.42K
+ 8.43%
$78.11 - $79.07 $189K - $191K
31.1K $2.45M
AXP
American Express CO

Financial Services
438
+ 12.39%
$294.27 - $342.31 $129K - $150K
3.97K $1.32M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.13K
+ 140.88%
$38.58 - $58.24 $275K - $415K
12.2K $477K
JOBY
Joby Aviation, Inc.

Industrials
12K
New
$9.81 - $20.39 $117K - $244K
12K $193K
VUG
Vanguard Growth ETF

ETFs
156
+ 5.56%
$433.97 - $484.08 $67.7K - $75.5K
2.96K $1.42M
CSCO
Cisco Systems, Inc.

Technology
2.9K
+ 27.32%
$66.2 - $71.79 $192K - $208K
13.5K $925K
MRVL
Marvell Technology, Inc.

Technology
1.48K
+ 15.47%
$62.31 - $84.07 $92.4K - $125K
11.1K $930K
EPD
Enterprise Products Partners L.P.

Energy
5.63K
+ 15.1%
$30.74 - $32.14 $173K - $181K
42.9K $1.34M
IFRA
Ishares Tr

ETFs
3.19K
+ 70.55%
$49.77 - $52.82 $159K - $168K
7.7K $406K
AGQ
Pro Shares Trust Ii

ETFs
278
+ 4.94%
$47.2 - $76.88 $13.1K - $21.4K
5.91K $450K
ABBV
Abb Vie Inc.

Healthcare
310
+ 13.05%
$184.85 - $231.54 $57.3K - $71.8K
2.69K $621K
PINS
Pinterest, Inc.

Communication Services
7.42K
+ 44.92%
$32.17 - $39.17 $239K - $291K
24K $770K
ATO
Atmos Energy Corp

Utilities
705
+ 21.72%
$151.51 - $170.75 $107K - $120K
3.95K $674K
VALE
Vale S.A.

Basic Materials
7.58K
+ 9.69%
$9.53 - $10.95 $72.3K - $83K
85.9K $932K
CAG
Conagra Brands Inc.

Consumer Defensive
10.8K
+ 75.95%
$18.04 - $21.14 $195K - $229K
25.1K $459K
GRMN
Garmin LTD

Technology
8
+ 0.19%
$211.13 - $246.22 $1.69K - $1.97K
4.17K $1.03M
VOE
Vanguard Mid Cap Value Index F

ETFs
70
+ 0.49%
$164.63 - $174.58 $11.5K - $12.2K
14.3K $2.49M
GLD
Spdr Gold Trust

ETFs
108
+ 4.72%
$300.96 - $355.47 $32.5K - $38.4K
2.39K $850K
VBR
Vanguard Small Cap Value ETF

ETFs
62
+ 0.63%
$195.41 - $212.37 $12.1K - $13.2K
9.85K $2.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
530
+ 6.73%
$108.46 - $120.63 $57.5K - $63.9K
8.41K $999K
OGN
Organon & Co.

Healthcare
2.22K
+ 1.96%
$8.4 - $10.85 $18.6K - $24.1K
116K $1.23M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
786
+ 1.36%
$31.31 - $34.54 $24.6K - $27.1K
58.4K $1.97M
HOOD
Robinhood Markets, Inc.

Technology
129
+ 5.41%
$91.27 - $143.18 $11.8K - $18.5K
2.52K $360K
VZ
Verizon Communications Inc

Communication Services
2.57K
+ 7.46%
$40.84 - $45.06 $105K - $116K
37K $1.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
815
+ 32.94%
$133.48 - $144.38 $109K - $118K
3.29K $468K
UNH
Unitedhealth Group Inc

Healthcare
304
+ 33.67%
$237.77 - $353.61 $72.3K - $107K
1.21K $416K
WY
Weyerhaeuser CO

Real Estate
6.3K
+ 22.69%
$24.1 - $26.83 $152K - $169K
34.1K $844K
IEFA
Ishares Tr

ETFs
35
+ 0.11%
$81.7 - $87.53 $2.86K - $3.06K
32.3K $2.82M
TNDM
Tandem Diabetes Care Inc

Healthcare
10.4K
New
$10.12 - $17.24 $105K - $179K
10.4K $126K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.66K
+ 39.11%
$36.04 - $38.78 $95.9K - $103K
9.47K $365K
CGXU
Capital Group Intl Focus Equit

ETFs
1.39K
+ 4.44%
$26.49 - $29.62 $36.9K - $41.3K
32.8K $972K
SCCO
Southern Copper Corp

Basic Materials
281
+ 6.64%
$90.54 - $121.36 $25.4K - $34.1K
4.52K $548K
INCY
Incyte Corp

Healthcare
303
+ 5.4%
$67.27 - $86.96 $20.4K - $26.3K
5.92K $501K
VOC
Voc Energy Trust

Energy
34K
+ 12.29%
$2.61 - $3.44 $88.8K - $117K
311K $907K
FSLY
Fastly, Inc.

Technology
52
+ 0.07%
$6.36 - $8.95 $331 - $465
76.4K $652K
BA
Boeing CO

Industrials
40
+ 0.26%
$209.79 - $237.38 $8.39K - $9.5K
15.7K $3.39M
VB
Vanguard Small Cap ETF

ETFs
65
+ 1.27%
$237.58 - $259.17 $15.4K - $16.8K
5.19K $1.32M
XLV
Select Sector Spdr Fund Health

ETFs
678
+ 44.23%
$129.01 - $139.72 $87.5K - $94.7K
2.21K $307K
CGUS
Capital Group Core Equity ETF
471
+ 1.51%
$36.89 - $39.72 $17.4K - $18.7K
31.7K $1.25M
FOXA
Fox Corp

Communication Services
428
+ 4.48%
$53.87 - $63.06 $23.1K - $27K
9.99K $629K
LOW
Lowes Companies Inc

Consumer Cyclical
105
+ 4.87%
$215.01 - $273.02 $22.6K - $28.7K
2.26K $568K
CGGR
Capital Group Growth ETF Shs C

ETFs
450
+ 2.22%
$40.2 - $44.58 $18.1K - $20.1K
20.7K $911K
DVN
Devon Energy Corp

Energy
406
+ 1.8%
$31.75 - $36.99 $12.9K - $15K
23K $805K
CGGO
Capital Group Global Growth Eq

ETFs
1.18K
+ 5.72%
$31.71 - $34.17 $37.3K - $40.2K
21.7K $743K
JD
Jd.Com, Inc.

Consumer Cyclical
1.36K
+ 8.15%
$30.39 - $35.64 $41.4K - $48.5K
18.1K $631K
DFAT
Dimensional ETF Tr U S Target

ETFs
485
+ 3.7%
$53.36 - $59.69 $25.9K - $28.9K
13.6K $791K
RACE
Ferrari N.V.

Consumer Cyclical
185
+ 20.35%
$436.24 - $517.65 $80.7K - $95.8K
1.09K $530K
MFG
Mizuho Financial Group Inc

Financial Services
12.4K
New
$5.42 - $6.85 $67.1K - $84.8K
12.4K $82K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
950
+ 17.49%
$82.38 - $83.0 $78.3K - $78.9K
6.38K $529K
Activity Summary
Buys All Purchases 237 New Holdings 46 Increased Positions 191 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email