180 Wealth Advisors, LLC Reduced Holdings in Q1 2025

180 Wealth Advisors, LLC

  • $613 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWX
Spdr S&P Emerging Markets Smal

ETFs
-110
- 1.65%
$55.48 - $59.47 $6.1K - $6.54K
6.56K $374K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-303
- 2.36%
$23.88 - $25.48 $7.24K - $7.72K
12.5K $305K
UNH
Unitedhealth Group Inc

Healthcare
-55
- 7.22%
$461.52 - $548.18 $25.4K - $30.1K
707 $370K
ITW
Illinois Tool Works Inc

Industrials
-31
- 2.44%
$244.9 - $274.48 $7.59K - $8.51K
1.24K $306K
SPGI
S&P Global Inc.

Financial Services
-39
- 5.67%
$478.26 - $543.77 $18.7K - $21.2K
649 $329K
VAW
Vanguard Materials ETF

ETFs
-51
- 1.31%
$185.71 - $202.46 $9.47K - $10.3K
3.85K $720K
VCIT
Vanguard Intermediate Term Cor

ETFs
-249
- 4.35%
$79.17 - $82.04 $19.7K - $20.4K
5.47K $446K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-1.7K
- 3.43%
$10.44 - $10.89 $17.7K - $18.5K
47.8K $503K
TTE
Total Energies Se

Energy
-163
- 2.7%
N/A
5.88K $403K
MET
Metlife Inc

Financial Services
-55
- 1.46%
$77.7 - $87.0 $4.27K - $4.79K
3.71K $298K
NGG
National Grid PLC

Utilities
-570
- 12.07%
$56.13 - $65.61 $32K - $37.4K
4.15K $272K
FDVV
Fidelity High Dividend ETF

ETFs
-6
- 0.07%
$48.86 - $52.28 $293 - $314
8.35K $410K
TXN
Texas Instruments Inc

Technology
-21
- 1.2%
N/A
1.73K $337K
TEF
Telefonica S A

Communication Services
-5.69K
- 16.24%
$3.89 - $4.73 $22.1K - $26.9K
29.3K $136K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-249
- 1.2%
$18.12 - $19.21 $4.51K - $4.78K
20.5K $375K
PG
Procter & Gamble CO

Consumer Defensive
-153
- 1.82%
$158.56 - $176.26 $24.3K - $27K
8.26K $1.41M
CRS
Carpenter Technology Corp

Industrials
-87
- 7.15%
$172.39 - $212.53 $15K - $18.5K
1.13K $204K
Thomson Reuters Corp
-126
- 8.1%
N/A
1.43K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.15K
- 4.29%
$87.68 - $94.52 $101K - $109K
25.7K $2.38M
Checkpoint Therapeutics Inc
-17.4K
- 39.16%
N/A
27K $0
Linde PLC
-150
- 16.22%
N/A
775 $0
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.86%
$406.29 - $469.04 $2.03K - $2.35K
574 $241K
F
Ford Motor CO

Consumer Cyclical
-207
- 0.63%
$9.12 - $10.43 $1.89K - $2.16K
32.7K $327K
NOC
Northrop Grumman Corp

Industrials
-99
- 7.79%
$433.45 - $513.82 $42.9K - $50.9K
1.17K $600K
DVY
Ishares Tr

ETFs
-8
- 0.23%
$128.58 - $138.1 $1.03K - $1.1K
3.5K $463K
SNY
Sanofi

Healthcare
-806
- 11.39%
$48.15 - $59.42 $38.8K - $47.9K
6.27K $347K
GD
General Dynamics Corp

Industrials
-82
- 2.48%
$241.94 - $272.58 $19.8K - $22.4K
3.23K $879K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.91K
- 11.28%
$11.66 - $14.98 $33.9K - $43.5K
22.9K $311K
QRVO
Qorvo, Inc.

Technology
-37
- 0.7%
$69.12 - $90.57 $2.56K - $3.35K
5.26K $380K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.88%
$286.85 - $318.64 $2.87K - $3.19K
1.12K $342K
CYBR
Cyber Ark Software Ltd.

Technology
-10
- 0.29%
$312.8 - $414.31 $3.13K - $4.14K
3.49K $1.18M
UNP
Union Pacific Corp

Industrials
-142
- 2.56%
$225.21 - $254.42 $32K - $36.1K
5.41K $1.28M
AZN
Astrazeneca PLC

Healthcare
-736
- 8.81%
$65.37 - $77.96 $48.1K - $57.4K
7.62K $560K
SONY
Sony Group Corp

Technology
-2.27K
- 13.58%
$19.88 - $25.64 $45.2K - $58.3K
14.5K $367K
O
Realty Income Corp

Real Estate
-219
- 3.75%
$51.67 - $58.49 $11.3K - $12.8K
5.63K $326K
HSBC
Hsbc Holdings PLC

Financial Services
-589
- 9.61%
$48.68 - $61.58 $28.7K - $36.3K
5.54K $318K
WY
Weyerhaeuser CO

Real Estate
-285
- 1.16%
$27.29 - $31.39 $7.78K - $8.95K
24.3K $710K
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 3.75%
$279.74 - $321.29 $20.4K - $23.5K
1.87K $585K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-20
- 0.65%
$69.81 - $78.9 $1.4K - $1.58K
3.08K $240K
DE
Deere & CO

Industrials
-47
- 4.74%
$408.57 - $509.27 $19.2K - $23.9K
945 $443K
PFG
Principal Financial Group Inc

Financial Services
-6
- 0.18%
$76.34 - $89.04 $458 - $534
3.41K $287K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-29
- 11.24%
$1187.71 - $1432.58 $34.4K - $41.5K
229 $328K
BP
Bp PLC

Energy
-384
- 4.03%
$29.93 - $35.31 $11.5K - $13.6K
9.15K $309K
TD
Toronto Dominion Bank

Financial Services
-429
- 4.99%
$53.12 - $61.15 $22.8K - $26.2K
8.16K $489K
ABT
Abbott Laboratories

Healthcare
-23
- 1.26%
$111.1 - $140.22 $2.56K - $3.23K
1.81K $239K
SLV
I Shares Silver Trust

ETFs
-351
- 3.87%
$26.93 - $31.32 $9.45K - $11K
8.72K $270K
NTR
Nutrien Ltd.

Basic Materials
-19
- 0.27%
$45.28 - $53.84 $860 - $1.02K
7.13K $353K
KO
Coca Cola CO

Consumer Defensive
-299
- 3.78%
$60.81 - $72.32 $18.2K - $21.6K
7.61K $544K
LNC
Lincoln National Corp

Financial Services
-149
- 0.99%
$30.06 - $39.23 $4.48K - $5.85K
14.9K $533K
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
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