180 Wealth Advisors, LLC Reduced Holdings in Q2 2025

180 Wealth Advisors, LLC

  • $693 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-1.83K
- 3.75%
$35.42 - $43.89 $64.7K - $80.2K
46.9K $2.06M
SNY
Sanofi

Healthcare
-70
- 1.12%
$47.62 - $55.44 $3.33K - $3.88K
6.2K $299K
GLO
Clough Global Opportunities Fund

Financial Services
-10.9K
- 45.04%
$4.47 - $5.43 $48.7K - $59.2K
13.3K $72K
UAL
United Airlines Holdings, Inc.

Industrials
-2.12K
- 17.77%
$56.15 - $84.23 $119K - $178K
9.81K $781K
PANW
Palo Alto Networks Inc

Technology
-546
- 26.35%
$152.44 - $204.64 $83.2K - $112K
1.53K $312K
AZN
Astrazeneca PLC

Healthcare
-175
- 2.3%
$64.87 - $75.0 $11.4K - $13.1K
7.45K $520K
HDV
Ishares Core High Dividend ETF

ETFs
-95
- 0.79%
$108.41 - $120.51 $10.3K - $11.4K
12K $1.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.3K
- 13.96%
$7.69 - $11.46 $79.1K - $118K
63.4K $726K
MA
Mastercard Inc

Financial Services
-98
- 7.35%
$479.92 - $590.74 $47K - $57.9K
1.24K $694K
VOD
Vodafone Group Public LTD CO

Communication Services
-8.35K
- 19.27%
$8.19 - $10.66 $68.4K - $89K
35K $372K
MO
Altria Group, Inc.

Consumer Defensive
-221
- 1.83%
$55.56 - $60.91 $12.3K - $13.5K
11.9K $694K
DHI
Horton D R Inc

Consumer Cyclical
-270
- 8.76%
$115.1 - $129.63 $31.1K - $35K
2.81K $362K
MBB
Ishares Tr

ETFs
-313
- 4.24%
$91.41 - $94.22 $28.6K - $29.5K
7.08K $664K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-536
- 0.92%
$28.02 - $32.37 $15K - $17.4K
57.6K $1.83M
CRM
Salesforce, Inc.

Technology
-279
- 2.42%
$236.26 - $291.15 $65.9K - $81.2K
11.2K $3.06M
PFG
Principal Financial Group Inc

Financial Services
-118
- 3.47%
$69.56 - $86.19 $8.21K - $10.2K
3.29K $261K
NOC
Northrop Grumman Corp

Industrials
-21
- 1.79%
$456.3 - $540.39 $9.58K - $11.3K
1.15K $575K
ADSK
Autodesk, Inc.

Technology
-102
- 7.4%
N/A
1.28K $313K
SLV
I Shares Silver Trust

ETFs
-1.23K
- 14.11%
$27.08 - $33.74 $33.3K - $41.5K
7.49K $245K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.05%
$210.83 - $235.28 $211 - $235
2.16K $478K
ACN
Accenture PLC

Technology
-39
- 4.12%
$279.23 - $323.21 $10.9K - $12.6K
907 $271K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-50
- 0.1%
$9.67 - $10.64 $484 - $532
47.8K $479K
UBER
Uber Technologies, Inc

Technology
-2.59K
- 24.12%
$64.62 - $93.3 $167K - $241K
8.13K $758K
KO
Coca Cola CO

Consumer Defensive
-218
- 2.87%
$68.37 - $73.9 $14.9K - $16.1K
7.39K $522K
IWD
Ishares Russell 1000 Val ETF

ETFs
-172
- 12.77%
$166.82 - $194.23 $28.7K - $33.4K
1.18K $228K
ALT
Altimmune, Inc.

Healthcare
-775
- 6.42%
$3.5 - $7.71 $2.71K - $5.98K
11.3K $43K
CGGO
Capital Group Global Growth Eq

ETFs
-3.29K
- 13.79%
$25.31 - $32.17 $83.3K - $106K
20.6K $657K
AGQ
Pro Shares Trust Ii

ETFs
-565
- 9.12%
$33.07 - $50.62 $18.7K - $28.6K
5.63K $267K
ADP
Automatic Data Processing Inc

Industrials
-67
- 5.97%
$276.76 - $326.81 $18.5K - $21.9K
1.06K $325K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-216
- 3.82%
$82.21 - $83.12 $17.8K - $18K
5.43K $450K
BFLY
Butterfly Network, Inc.

Healthcare
-940
- 2.48%
$1.96 - $2.63 $1.84K - $2.47K
36.9K $73K
SONY
Sony Group Corp

Technology
-950
- 6.57%
$21.24 - $26.88 $20.2K - $25.5K
13.5K $351K
DUK
Duke Energy Corp

Utilities
-42
- 2.27%
$112.46 - $124.05 $4.72K - $5.21K
1.81K $213K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-152
- 12.12%
$152.42 - $182.82 $23.2K - $27.8K
1.1K $201K
O
Realty Income Corp

Real Estate
-150
- 2.67%
$52.27 - $58.52 $7.84K - $8.78K
5.48K $315K
TM
Toyota Motor Corp

Consumer Cyclical
-15
- 0.8%
$158.63 - $195.39 $2.38K - $2.93K
1.86K $321K
LMT
Lockheed Martin Corp

Industrials
-171
- 4.04%
$430.82 - $486.45 $73.7K - $83.2K
4.06K $1.88M
IVW
Ishares S&P 500 Growth ETF

ETFs
-641
- 18.08%
$82.96 - $110.1 $53.2K - $70.6K
2.9K $319K
MMM
3 M CO

Industrials
-289
- 4.39%
$126.09 - $154.15 $36.4K - $44.5K
6.3K $958K
TXN
Texas Instruments Inc

Technology
-45
- 2.6%
N/A
1.69K $328K
TJX
Tjx Companies Inc

Consumer Cyclical
-140
- 2.75%
$119.13 - $135.03 $16.7K - $18.9K
4.95K $611K
NEP
Nextera Energy Partners, LP

Utilities
-783
- 2.44%
N/A
31.4K $283K
VICI
Vici Properties Inc.

Real Estate
-206
- 2.48%
$29.41 - $32.97 $6.06K - $6.79K
8.09K $263K
ALK
Alaska Air Group, Inc.

Industrials
-135
- 2.8%
$41.01 - $54.88 $5.54K - $7.41K
4.69K $231K
NTNX
Nutanix, Inc.

Technology
-876
- 7.79%
$58.17 - $83.07 $51K - $72.8K
10.4K $792K
ITW
Illinois Tool Works Inc

Industrials
-14
- 1.13%
$218.41 - $252.43 $3.06K - $3.53K
1.22K $302K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-431
- 1.88%
$10.79 - $14.14 $4.65K - $6.09K
22.4K $307K
MASI
Masimo Corp

Healthcare
-43
- 1.56%
$144.4 - $171.97 $6.21K - $7.39K
2.71K $456K
MTCH
Match Group, Inc.

Communication Services
-8
- 0.09%
$27.03 - $31.93 $216 - $255
8.86K $273K
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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