180 Wealth Advisors, LLC Reduced Holdings in Q3 2024

180 Wealth Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-174
- 7.43%
$520.18 - $576.82 $90.5K - $100K
2.17K $1.25M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.33K
- 3.62%
$76.38 - $78.87 $101K - $105K
35.3K $2.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110
- 4.14%
$434.77 - $502.96 $47.8K - $55.3K
2.55K $1.24M
MPC
Marathon Petroleum Corp

Energy
-26
- 1.05%
$158.61 - $180.75 $4.12K - $4.7K
2.46K $400K
HON
Honeywell International Inc

Industrials
-75
- 3.87%
$196.73 - $220.21 $14.8K - $16.5K
1.87K $385K
CNI
Canadian National Railway CO

Industrials
-218
- 11.09%
$110.1 - $123.65 $24K - $27K
1.75K $204K
TXN
Texas Instruments Inc

Technology
-134
- 6.5%
$194.6 - $194.6 $26.1K - $26.1K
1.93K $374K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 4.7%
$460.0 - $505.78 $20.7K - $22.8K
912 $424K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-733
- 2.69%
$9.27 - $11.62 $6.79K - $8.52K
26.6K $270K
AER
Aer Cap Holdings N.V.

Industrials
-413
- 3.81%
$86.24 - $98.28 $35.6K - $40.6K
10.4K $987K
ASX
Ase Technology Holding Co., Ltd.

Technology
-27
- 0.22%
$8.6 - $12.5 $232 - $338
12.5K $122K
IEMG
Ishares Inc

ETFs
-378
- 7.99%
$53.64 - $53.64 $20.3K - $20.3K
4.35K $233K
AGNC
Agnc Investment Corp.

Real Estate
-3.88K
- 17.12%
$9.48 - $10.66 $36.8K - $41.3K
18.8K $196K
ADSK
Autodesk, Inc.

Technology
-65
- 4.08%
$245.83 - $245.83 $16K - $16K
1.53K $375K
AMD
Advanced Micro Devices Inc

Technology
-151
- 3.71%
$128.67 - $183.96 $19.4K - $27.8K
3.92K $642K
ELAN
Elanco Animal Health Inc

Healthcare
-1.51K
- 5.87%
$11.85 - $15.47 $17.9K - $23.3K
24.2K $355K
XLK
Technology Sector Spdr

ETFs
-59
- 1.87%
$197.34 - $237.68 $11.6K - $14K
3.1K $698K
BAC
Bank Of America Corp

Financial Services
-320
- 1.73%
$36.65 - $44.13 $11.7K - $14.1K
18.2K $721K
VUG
Vanguard Growth ETF

ETFs
-103
- 3.93%
$341.08 - $391.94 $35.1K - $40.4K
2.52K $965K
TTWO
Take Two Interactive Software Inc

Communication Services
-60
- 3.65%
$135.67 - $161.71 $8.14K - $9.7K
1.59K $243K
RELX
Relx PLC

Communication Services
-531
- 5.15%
$44.1 - $48.86 $23.4K - $25.9K
9.77K $463K
IDXX
Idexx Laboratories Inc

Healthcare
-42
- 6.4%
$455.08 - $517.19 $19.1K - $21.7K
614 $310K
SYF
Synchrony Financial

Financial Services
-370
- 7.99%
$43.77 - $52.22 $16.2K - $19.3K
4.26K $212K
GLO
Clough Global Opportunities Fund

Financial Services
-1.2K
- 4.32%
$4.94 - $5.58 $5.93K - $6.7K
26.6K $144K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-455
- 7.92%
$46.51 - $51.5 $21.2K - $23.4K
5.29K $272K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 4.64%
$332.02 - $382.76 $8.63K - $9.95K
534 $200K
PKG
Packaging Corp Of America

Consumer Cyclical
-446
- 15.91%
$176.32 - $215.7 $78.6K - $96.2K
2.36K $507K
UBS
Ubs Group Ag

Financial Services
-427
- 6.09%
$27.97 - $31.42 $11.9K - $13.4K
6.59K $203K
AZN
Astrazeneca PLC

Healthcare
-14
- 0.17%
$76.67 - $87.62 $1.07K - $1.23K
8.3K $646K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-150
- 2.66%
$49.93 - $51.15 $7.49K - $7.67K
5.48K $280K
AME
Ametek Inc

Industrials
-49
- 3.12%
$152.74 - $176.01 $7.48K - $8.62K
1.52K $261K
Bank America Corp
-1
- 0.5%
N/A
198 $0
Linde PLC
-71
- 6.78%
N/A
976 $0
Thomson Reuters Corp.
-24
- 1.38%
N/A
1.72K $0
Listed Fd Tr
-3.26K
- 19.84%
N/A
13.2K $0
Canadian Pacific Kansas City
-48
- 1.8%
N/A
2.62K $0
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-333
- 9.68%
$69.31 - $77.34 $23.1K - $25.8K
3.11K $238K
Ge Vernova Inc
-46
- 2.79%
N/A
1.6K $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-230
- 5.62%
$90.87 - $102.43 $20.9K - $23.6K
3.87K $381K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-700
- 3.5%
$10.51 - $11.28 $7.36K - $7.9K
19.3K $217K
TNDM
Tandem Diabetes Care Inc

Healthcare
-246
- 3.53%
$35.21 - $47.3 $8.66K - $11.6K
6.72K $284K
XLV
Select Sector Spdr Fund Health

ETFs
-52
- 3.48%
$143.3 - $157.24 $7.45K - $8.18K
1.44K $222K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-64
- 0.95%
$81.31 - $83.29 $5.2K - $5.33K
6.71K $557K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-119
- 0.95%
$8.04 - $8.65 $957 - $1.03K
12.4K $106K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-115
- 4.0%
$113.41 - $125.62 $13K - $14.4K
2.76K $346K
CSX
Csx Corp

Industrials
-178
- 1.63%
$32.48 - $35.45 $5.78K - $6.31K
10.8K $371K
ADP
Automatic Data Processing Inc

Industrials
-155
- 11.8%
$233.44 - $279.45 $36.2K - $43.3K
1.16K $320K
IOO
Ishares Tr Global 100 ETF

ETFs
-1.17K
- 2.46%
$89.63 - $100.83 $105K - $118K
46.3K $4.59M
BMO
Bank Of Montreal

Financial Services
-89
- 3.52%
$79.1 - $90.77 $7.04K - $8.08K
2.44K $220K
Activity Summary
Buys All Purchases 217 New Holdings 27 Increased Positions 190 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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