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
GLD
Spdr Gold Trust

ETFs
-17
- 0.73%
$215.56 - $246.98 $3.66K - $4.2K
2.3K $559K
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.28%
$163.84 - $199.33 $1.15K - $1.4K
2.48K $489K
UWMC
Uwm Holdings Corp

Financial Services
-1.2K
- 2.54%
$6.62 - $9.52 $7.91K - $11.4K
45.9K $391K
VTI
Vanguard Total Stock Market Et

ETFs
-353
- 3.36%
$255.18 - $283.2 $90.1K - $100K
10.1K $2.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-133
- 6.18%
$245.82 - $304.51 $32.7K - $40.5K
2.02K $614K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 0.77%
$531.86 - $624.21 $4.79K - $5.62K
1.17K $721K
ACN
Accenture PLC

Technology
-41
- 2.4%
$295.44 - $355.81 $12.1K - $14.6K
1.67K $589K
T
At&T Inc.

Communication Services
-4.83K
- 7.81%
$18.21 - $22.28 $88K - $108K
57K $1.25M
TD
Toronto Dominion Bank

Financial Services
-136
- 1.36%
$54.54 - $64.56 $7.42K - $8.78K
9.84K $622K
TRP
Tc Energy Corp

Energy
-2.07K
- 11.56%
$37.48 - $47.9 $77.7K - $99.3K
15.9K $754K
GLW
Corning Inc

Technology
-344
- 2.24%
$37.76 - $46.2 $13K - $15.9K
15K $678K
EWBC
East West Bancorp Inc

Financial Services
-339
- 2.87%
$70.41 - $88.25 $23.9K - $29.9K
11.5K $949K
GILD
Gilead Sciences, Inc.

Healthcare
-101
- 1.64%
$66.59 - $83.99 $6.73K - $8.48K
6.07K $508K
LOW
Lowes Companies Inc

Consumer Cyclical
-110
- 4.57%
$213.3 - $270.78 $23.5K - $29.8K
2.3K $621K
VZ
Verizon Communications Inc

Communication Services
-1.7K
- 3.71%
$38.89 - $45.0 $66K - $76.3K
44K $1.98M
HQL
Tekla Life Sciences Investors

Financial Services
-2.07K
- 1.52%
$14.26 - $15.78 $29.4K - $32.6K
134K $2.02M
ANET
Arista Networks, Inc.

Technology
-17
- 0.56%
$311.42 - $388.21 $5.29K - $6.6K
3.02K $1.16M
HDV
Ishares Core High Dividend ETF

ETFs
-135
- 1.08%
$107.62 - $118.76 $14.5K - $16K
12.4K $1.45M
CPNG
Coupang, Inc.

Consumer Cyclical
-699
- 2.09%
$19.79 - $24.92 $13.8K - $17.4K
32.8K $804K
WY
Weyerhaeuser CO

Real Estate
-784
- 3.22%
$27.05 - $33.84 $21.2K - $26.5K
23.6K $797K
NOC
Northrop Grumman Corp

Industrials
-112
- 6.03%
$423.73 - $533.14 $47.5K - $59.7K
1.75K $921K
JPM
Jpmorgan Chase & CO

Financial Services
-261
- 1.33%
$194.9 - $224.8 $50.9K - $58.7K
19.3K $4.07M
COST
Costco Wholesale Corp

Consumer Defensive
-210
- 2.5%
$801.83 - $917.05 $168K - $193K
8.21K $7.27M
MTCH
Match Group, Inc.

Communication Services
-3.62K
- 10.15%
$29.34 - $38.14 $106K - $138K
32.1K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 1.84%
$488.01 - $604.18 $19.5K - $24.2K
2.13K $1.24M
IDV
Ishares Tr

ETFs
-718
- 1.07%
$27.62 - $30.64 $19.8K - $22K
66.6K $2.01M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-317
- 3.59%
$57.22 - $80.08 $18.1K - $25.4K
8.5K $663K
PGR
Progressive Corp

Financial Services
-33
- 0.92%
$209.46 - $259.24 $6.91K - $8.55K
3.55K $900K
CRM
Salesforce, Inc.

Technology
-5
- 0.05%
$238.42 - $276.53 $1.19K - $1.38K
10.1K $2.77M
GE
General Electric CO

Industrials
-193
- 2.76%
$156.66 - $189.66 $30.2K - $36.6K
6.79K $1.28M
RKLB
Rocket Lab Usa, Inc.

Industrials
-2.55K
- 6.34%
$4.54 - $9.78 $11.6K - $24.9K
37.6K $365K
IEFA
Ishares Tr

ETFs
-34
- 0.1%
$70.09 - $78.74 $2.38K - $2.68K
33.1K $2.58M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-363
- 1.27%
$83.76 - $91.82 $30.4K - $33.3K
28.2K $2.58M
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.02%
$179.99 - $201.6 $360 - $403
9.96K $2M
CAT
Caterpillar Inc

Industrials
-94
- 2.43%
$316.8 - $391.12 $29.8K - $36.8K
3.77K $1.48M
URI
United Rentals, Inc.

Industrials
-16
- 1.21%
$627.41 - $814.1 $10K - $13K
1.31K $1.06M
RTX
Raytheon Technologies Corp

Industrials
-1.24K
- 7.28%
$99.55 - $123.34 $124K - $153K
15.8K $1.92M
MP
Mp Materials Corp.

Basic Materials
-5.22K
- 8.52%
$10.49 - $18.39 $54.7K - $95.9K
56K $988K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-401
- 0.74%
$33.27 - $39.84 $13.3K - $16K
54K $2.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
-58
- 0.4%
$149.02 - $167.67 $8.64K - $9.72K
14.3K $2.4M
NIO
Nio Inc.

Consumer Cyclical
-970
- 0.94%
$3.67 - $6.68 $3.56K - $6.48K
102K $683K
HD
Home Depot, Inc.

Consumer Cyclical
-221
- 3.83%
$333.64 - $405.2 $73.7K - $89.5K
5.55K $2.25M
DHI
Horton D R Inc

Consumer Cyclical
-212
- 3.37%
$135.21 - $197.06 $28.7K - $41.8K
6.07K $1.16M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-432
- 0.72%
$87.56 - $95.49 $37.8K - $41.3K
59.2K $5.66M
LMT
Lockheed Martin Corp

Industrials
-179
- 3.43%
$460.3 - $584.56 $82.4K - $105K
5.05K $2.95M
ILMN
Illumina, Inc.

Healthcare
-80
- 0.38%
$105.28 - $135.9 $8.42K - $10.9K
20.7K $2.7M
IBM
International Business Machines Corp

Technology
-438
- 2.57%
$175.1 - $223.38 $76.7K - $97.8K
16.6K $3.67M
SBUX
Starbucks Corp

Consumer Cyclical
-1.1K
- 2.38%
$72.51 - $98.6 $79.6K - $108K
45.1K $4.4M
META
Meta Platforms, Inc.

Communication Services
-349
- 2.26%
$453.41 - $572.44 $158K - $200K
15.1K $8.63M
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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