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
AMRK
A Mark Precious Metals, Inc.

Financial Services
1.69K
+ 18.63%
$20.57 - $27.69 $34.8K - $46.9K
10.8K $279K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
16.8K
+ 42.61%
$4.52 - $6.54 $75.9K - $110K
56.2K $274K
EDC
Direxion Daily Emerging Market

ETFs
45
+ 0.74%
$38.59 - $51.08 $1.74K - $2.3K
6.16K $314K
SAP
Sap Se

Technology
364
+ 54.01%
$252.42 - $311.93 $91.9K - $114K
1.04K $277K
TDW
Tidewater Inc

Energy
195
+ 2.23%
$46.32 - $63.19 $9.03K - $12.3K
8.96K $477K
MBB
Ishares Tr

ETFs
646
+ 9.13%
$92.46 - $95.73 $59.7K - $61.8K
7.72K $734K
WDS
Woodside Energy Group LTD

Energy
5.25K
+ 15.46%
$15.05 - $17.66 $79K - $92.7K
39.2K $590K
NVS
Novartis Ag

Healthcare
398
+ 21.58%
$113.5 - $129.73 $45.2K - $51.6K
2.24K $287K
GDV
Gabelli Dividend & Income Trust

Financial Services
405
+ 0.95%
$25.8 - $27.4 $10.4K - $11.1K
42.9K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
191
+ 0.2%
$211.65 - $238.24 $40.4K - $45.5K
94.8K $20.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
460
+ 5.24%
$62.09 - $66.51 $28.6K - $30.6K
9.23K $602K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
2.9K
+ 6.07%
$9.82 - $10.65 $28.5K - $30.9K
50.7K $535K
EWX
Spdr S&P Emerging Markets Smal

ETFs
253
+ 3.71%
$61.93 - $68.12 $15.7K - $17.2K
7.08K $476K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
4.9K
+ 8.16%
$5.71 - $6.25 $28K - $30.7K
65K $406K
REET
Ishares Global Reit ETF

ETFs
682
+ 2.1%
$24.45 - $25.91 $16.7K - $17.7K
33.1K $846K
BP
Bp PLC

Energy
209
+ 2.48%
$30.25 - $35.69 $6.32K - $7.46K
8.65K $297K
WMB
Williams Companies, Inc.

Energy
571
+ 3.57%
$56.52 - $64.01 $32.3K - $36.5K
16.6K $1.05M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$656.44 - $753.15 $656 - $753
509 $380K
MRNA
Moderna, Inc.

Healthcare
3.32K
+ 13.89%
$23.51 - $34.67 $78.1K - $115K
27.3K $703K
O
Realty Income Corp

Real Estate
375
+ 6.85%
$56.13 - $60.79 $21K - $22.8K
5.85K $355K
WFC
Wells Fargo & Company

Financial Services
158
+ 2.76%
$77.05 - $85.16 $12.2K - $13.5K
5.89K $493K
AGNC
Agnc Investment Corp.

Real Estate
1.94K
+ 10.25%
$9.2 - $10.37 $17.9K - $20.2K
20.9K $204K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 1.98%
$279.83 - $293.74 $8.39K - $8.81K
1.55K $454K
MCK
Mckesson Corp

Healthcare
18
+ 4.59%
$659.01 - $772.54 $11.9K - $13.9K
410 $316K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.17K
+ 38.35%
$159.87 - $247.68 $187K - $289K
4.21K $749K
IGR
Cbre Global Real Estate Income Fund

Financial Services
9.71K
+ 5.87%
$4.81 - $5.36 $46.7K - $52.1K
175K $900K
GIS
General Mills Inc

Consumer Defensive
699
+ 7.75%
$48.44 - $53.83 $33.9K - $37.6K
9.72K $490K
UPS
United Parcel Service Inc

Industrials
804
+ 31.14%
$82.58 - $105.54 $66.4K - $84.9K
3.39K $282K
SQ
Block, Inc.

Technology
361
+ 4.6%
N/A
8.2K $469K
IVR
Invesco Mortgage Capital Inc.

Real Estate
3.07K
+ 19.17%
$7.23 - $8.07 $22.2K - $24.8K
19.1K $144K
CB
Chubb LTD

Financial Services
120
+ 6.18%
$265.99 - $289.59 $31.9K - $34.8K
2.06K $581K
EOG
Eog Resources Inc

Energy
352
+ 12.37%
$112.12 - $126.1 $39.5K - $44.4K
3.2K $358K
GLQ
Clough Global Equity Fund

Financial Services
185
+ 0.61%
$7.09 - $7.65 $1.31K - $1.42K
30.6K $233K
TTE
Total Energies Se

Energy
247
+ 4.17%
N/A
6.17K $423K
VICI
Vici Properties Inc.

Real Estate
511
+ 6.32%
$31.43 - $33.93 $16.1K - $17.3K
8.6K $280K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.25%
$194.44 - $206.51 $583 - $620
1.21K $249K
ASX
Ase Technology Holding Co., Ltd.

Technology
234
+ 1.94%
$9.5 - $11.71 $2.22K - $2.74K
12.3K $136K
ASAN
Asana, Inc.

Technology
922
+ 8.56%
$12.8 - $15.35 $11.8K - $14.2K
11.7K $156K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
239
+ 1.2%
$20.24 - $21.27 $4.84K - $5.08K
20.1K $425K
AXON
Axon Enterprise, Inc.

Industrials
91
+ 17.53%
$698.02 - $870.97 $63.5K - $79.3K
610 $437K
CCL
Carnival Corp

Consumer Cyclical
30
+ 0.38%
$28.37 - $32.49 $851 - $975
7.86K $227K
NGG
National Grid PLC

Utilities
159
+ 4.1%
$67.98 - $74.38 $10.8K - $11.8K
4.04K $293K
NEP
Nextera Energy Partners, LP

Utilities
476
+ 1.52%
N/A
31.8K $287K
ABEV
Ambev S.A.

Consumer Defensive
4.31K
+ 11.45%
$2.15 - $2.49 $9.26K - $10.7K
41.9K $93K
WDAY
Workday, Inc.

Technology
3
+ 0.19%
$213.69 - $247.69 $641 - $743
1.57K $378K
ADBE
Adobe Inc.

Technology
198
+ 9.72%
$333.65 - $392.1 $66.1K - $77.6K
2.23K $788K
Veru Inc
30.3K
New
N/A
30.3K $0
Blackstone Mortgage Trust In
9K
+ 15.25%
N/A
68K $0
Pennymac Corp
13K
New
N/A
13K $0
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
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