180 Wealth Advisors, LLC Purchases in Q1 2025

180 Wealth Advisors, LLC

  • $613 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Bank America Corp
595
+ 302.03%
N/A
792 $0
Amplify ETF Tr
4.76K
+ 24.35%
N/A
24.3K $0
Arm Holdings PLC
8.19K
New
N/A
8.19K $0
Ocean Biomedical Inc
25.3K
New
N/A
25.3K $0
Okta Inc
25K
+ 108.7%
N/A
48K $0
Exchange Traded Concepts Tru
15.9K
New
N/A
15.9K $0
Ouster Inc
5.08K
+ 14.59%
N/A
39.9K $0
WDAY
Workday, Inc.

Technology
136
+ 10.25%
$233.53 - $277.82 $31.8K - $37.8K
1.46K $341K
TDW
Tidewater Inc

Energy
1.29K
+ 25.56%
$39.93 - $57.69 $51.4K - $74.2K
6.32K $274K
SWKS
Skyworks Solutions, Inc.

Technology
2.56K
+ 35.8%
$64.12 - $93.96 $164K - $240K
9.7K $627K
QUAL
Ishares Msci Usa Quality Facto

ETFs
17
+ 1.37%
$168.16 - $186.21 $2.86K - $3.17K
1.25K $212K
ISRG
Intuitive Surgical Inc

Healthcare
180
+ 4.9%
$476.63 - $610.45 $85.8K - $110K
3.85K $1.91M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.13%
$251.87 - $277.95 $504 - $556
1.52K $390K
KALU
Kaiser Aluminum Corp

Basic Materials
802
+ 10.6%
$60.62 - $74.84 $48.6K - $60K
8.37K $519K
GLW
Corning Inc

Technology
262
+ 1.72%
$44.91 - $54.25 $11.8K - $14.2K
15.5K $709K
ALT
Altimmune, Inc.

Healthcare
1.22K
+ 11.24%
$5.0 - $7.45 $6.1K - $9.09K
12.1K $64K
IBKR
Interactive Brokers Group, Inc.

Financial Services
37
+ 1.89%
$161.03 - $235.53 $5.96K - $8.71K
1.99K $329K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.61K
+ 21.81%
$32.41 - $44.87 $149K - $207K
25.7K $835K
HQL
Tekla Life Sciences Investors

Financial Services
1.25K
+ 0.92%
$12.69 - $14.36 $15.8K - $17.9K
136K $1.75M
IWM
Ishares Russell 2000 ETF

ETFs
72
+ 4.8%
$198.1 - $229.79 $14.3K - $16.5K
1.57K $314K
AXON
Axon Enterprise, Inc.

Industrials
14
+ 3.78%
$496.65 - $710.01 $6.95K - $9.94K
384 $201K
CGGO
Capital Group Global Growth Eq

ETFs
15
+ 0.06%
$28.33 - $30.84 $425 - $463
23.9K $677K
DLR
Digital Realty Trust, Inc.

Real Estate
141
+ 10.83%
$142.1 - $183.56 $20K - $25.9K
1.44K $206K
SQ
Block, Inc.

Technology
1.06K
+ 35.06%
$54.04 - $92.95 $57.3K - $98.6K
4.09K $233K
INCY
Incyte Corp

Healthcare
320
+ 6.12%
$60.0 - $75.26 $19.2K - $24.1K
5.55K $336K
BAC
Bank Of America Corp

Financial Services
267
+ 1.54%
$39.61 - $47.74 $10.6K - $12.7K
17.5K $732K
FDX
Fedex Corp

Industrials
116
+ 7.89%
$230.33 - $281.53 $26.7K - $32.7K
1.59K $386K
ACHR
Archer Aviation Inc.

Industrials
52
+ 0.48%
$6.8 - $11.51 $354 - $599
10.8K $78K
MRK
Merck & Co., Inc.

Healthcare
3.11K
+ 9.85%
$83.01 - $101.02 $258K - $314K
34.6K $3.11M
DT
Dynatrace, Inc.

Technology
33
+ 0.77%
$47.15 - $62.42 $1.56K - $2.06K
4.29K $202K
UPS
United Parcel Service Inc

Industrials
36
+ 1.58%
$109.66 - $136.26 $3.95K - $4.91K
2.31K $254K
AXP
American Express CO

Financial Services
215
+ 6.35%
$255.39 - $325.87 $54.9K - $70.1K
3.6K $969K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
99
+ 2.07%
$47.79 - $59.89 $4.73K - $5.93K
4.89K $245K
QS
Quantum Scape Corp

Consumer Cyclical
11.7K
+ 10.46%
$4.15 - $6.58 $48.7K - $77.2K
124K $536K
ADBE
Adobe Inc.

Technology
143
+ 7.99%
$377.84 - $464.11 $54K - $66.4K
1.93K $741K
AMD
Advanced Micro Devices Inc

Technology
141
+ 3.63%
$96.63 - $129.55 $13.6K - $18.3K
4.03K $413K
KD
Kyndryl Holdings, Inc.

Technology
62
+ 0.29%
$31.32 - $43.45 $1.94K - $2.69K
21.3K $666K
NVO
Novo Nordisk A S

Healthcare
173
+ 3.57%
$69.3 - $90.95 $12K - $15.7K
5.01K $348K
NEP
Nextera Energy Partners, LP

Utilities
11.5K
+ 55.41%
$8.38 - $18.87 $96.1K - $216K
32.2K $290K
MRNA
Moderna, Inc.

Healthcare
4.73K
+ 25.48%
$28.35 - $47.53 $134K - $225K
23.3K $660K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.22%
$347.25 - $424.87 $4.17K - $5.1K
5.56K $2.04M
ILMN
Illumina, Inc.

Healthcare
12.3K
+ 60.88%
$79.34 - $144.22 $974K - $1.77M
32.4K $2.57M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
135
+ 0.23%
$31.63 - $35.22 $4.27K - $4.75K
58.2K $1.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
440
+ 5.23%
$65.15 - $91.81 $28.7K - $40.4K
8.85K $577K
NVTS
Navitas Semiconductor Corp

Technology
6.92K
+ 7.63%
$1.83 - $4.25 $12.7K - $29.4K
97.6K $178K
FSLY
Fastly, Inc.

Technology
8.62K
+ 12.56%
$6.33 - $10.92 $54.6K - $94.1K
77.3K $502K
DFAU
Dimensional ETF Tr

ETFs
535
+ 0.66%
$37.84 - $42.29 $20.2K - $22.6K
81.6K $3.12M
MRVL
Marvell Technology, Inc.

Technology
2.32K
+ 35.52%
$61.57 - $126.06 $143K - $292K
8.85K $544K
VTWO
Vanguard Russell 2000 ETF

ETFs
64
+ 0.28%
$80.08 - $92.93 $5.13K - $5.95K
22.7K $1.84M
Activity Summary
Buys All Purchases 214 New Holdings 26 Increased Positions 188 Sells All Sells 179 Reductions 179 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