180 Wealth Advisors, LLC Sells in Q4 2024

180 Wealth Advisors, LLC

  • $632 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BWA
Borgwarner Inc

Consumer Cyclical
-1.67K
- 20.42%
$31.48 - $35.49 $52.4K - $59.1K
6.49K $206K
VOE
Vanguard Mid Cap Value Index F

ETFs
-34
- 0.24%
$160.89 - $176.18 $5.47K - $5.99K
14.3K $2.31M
MPC
Marathon Petroleum Corp

Energy
-200
- 8.14%
$131.65 - $174.84 $26.3K - $35K
2.26K $314K
GIS
General Mills Inc

Consumer Defensive
-192
- 2.68%
$62.78 - $74.62 $12.1K - $14.3K
6.98K $445K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-2.7K
- 5.17%
$10.37 - $11.62 $28K - $31.4K
49.5K $514K
KO
Coca Cola CO

Consumer Defensive
-100
- 1.25%
$61.74 - $71.71 $6.17K - $7.17K
7.91K $492K
HMC
Honda Motor CO LTD

Consumer Cyclical
-809
- 4.44%
$23.7 - $32.62 $19.2K - $26.4K
17.4K $497K
HDV
Ishares Core High Dividend ETF

ETFs
-110
- 0.89%
$110.82 - $121.28 $12.2K - $13.3K
12.2K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
-96
- 4.18%
$244.52 - $284.07 $23.5K - $27.3K
2.2K $542K
ED
Consolidated Edison Inc

Utilities
-54
- 1.11%
$88.87 - $107.38 $4.8K - $5.8K
4.82K $430K
GOLD
Barrick Gold Corp

Basic Materials
-400
- 2.51%
$15.23 - $21.19 $6.09K - $8.48K
15.5K $240K
F
Ford Motor CO

Consumer Cyclical
-4.81K
- 12.76%
$9.69 - $11.4 $46.6K - $54.8K
32.9K $325K
IDXX
Idexx Laboratories Inc

Healthcare
-35
- 5.7%
$406.92 - $495.42 $14.2K - $17.3K
579 $239K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-231
- 4.78%
$521.84 - $558.82 $121K - $129K
4.6K $2.48M
T
At&T Inc.

Communication Services
-5.02K
- 8.8%
$21.22 - $23.88 $107K - $120K
52K $1.18M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-5.49K
- 8.05%
$5.98 - $6.61 $32.9K - $36.3K
62.7K $378K
VIG
Vanguard Dividend Appreciation

ETFs
-358
- 0.77%
N/A
46.4K $8.45M
O
Realty Income Corp

Real Estate
-75
- 1.27%
$51.76 - $64.71 $3.88K - $4.85K
5.85K $312K
DOCN
Digital Ocean Holdings, Inc.

Technology
-409
- 5.85%
$34.07 - $44.0 $13.9K - $18K
6.58K $224K
NGG
National Grid PLC

Utilities
-103
- 2.13%
$57.68 - $70.03 $5.94K - $7.21K
4.72K $280K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
-500
- 1.77%
$11.07 - $13.15 $5.54K - $6.58K
27.8K $309K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-25
- 1.4%
$123.8 - $167.8 $3.1K - $4.2K
1.77K $222K
MCD
Mcdonalds Corp

Consumer Cyclical
-72
- 3.57%
$288.47 - $316.54 $20.8K - $22.8K
1.95K $564K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-65
- 0.1%
$126.68 - $134.74 $8.23K - $8.76K
64K $8.17M
VICI
Vici Properties Inc.

Real Estate
-416
- 4.83%
$28.27 - $33.19 $11.8K - $13.8K
8.2K $239K
PFG
Principal Financial Group Inc

Financial Services
-191
- 5.3%
$74.91 - $91.26 $14.3K - $17.4K
3.41K $264K
VT
Vanguard Total World Stk Index

ETFs
-65
- 0.42%
$117.09 - $123.07 $7.61K - $8K
15.6K $1.83M
AGNC
Agnc Investment Corp.

Real Estate
-1.94K
- 10.33%
$9.21 - $10.59 $17.9K - $20.5K
16.8K $155K
DEO
Diageo PLC

Consumer Defensive
-107
- 5.64%
$118.0 - $139.88 $12.6K - $15K
1.79K $227K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-373
- 5.56%
$81.68 - $82.93 $30.5K - $30.9K
6.33K $519K
TEF
Telefonica S A

Communication Services
-1.66K
- 4.52%
$4.02 - $4.88 $6.66K - $8.08K
35K $140K
SHEL
Shell PLC

Energy
-64
- 0.65%
$60.63 - $70.23 $3.88K - $4.49K
9.77K $612K
ORCL
Oracle Corp

Technology
-29
- 0.35%
$165.41 - $192.43 $4.8K - $5.58K
8.32K $1.39M
SLV
I Shares Silver Trust

ETFs
-480
- 5.03%
$26.33 - $31.74 $12.6K - $15.2K
9.07K $238K
TXN
Texas Instruments Inc

Technology
-172
- 8.93%
N/A
1.75K $341K
VBR
Vanguard Small Cap Value ETF

ETFs
-36
- 0.36%
$197.36 - $217.3 $7.1K - $7.82K
9.92K $1.97M
SNPS
Synopsys Inc

Technology
-39
- 7.29%
$485.36 - $588.0 $18.9K - $22.9K
496 $240K
CNHI
Cnh Industrial N.V.

Industrials
-2.78K
- 12.56%
N/A
19.3K $201K
U
Unity Software Inc.

Technology
-1.23K
- 8.88%
$17.34 - $27.72 $21.3K - $34.1K
12.6K $283K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-161
- 0.77%
$18.18 - $19.49 $2.93K - $3.14K
20.8K $378K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-50
- 0.74%
$58.61 - $64.79 $2.93K - $3.24K
6.67K $391K
UPS
United Parcel Service Inc

Industrials
-25
- 1.09%
$122.65 - $138.35 $3.07K - $3.46K
2.28K $287K
DE
Deere & CO

Industrials
-78
- 7.29%
$389.45 - $466.0 $30.4K - $36.3K
992 $420K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-252
- 7.75%
$74.71 - $79.24 $18.8K - $20K
3K $230K
ABEV
Ambev S.A.

Consumer Defensive
-1.47K
- 3.91%
$1.85 - $2.56 $2.72K - $3.77K
36.1K $66K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-871
- 4.52%
$10.39 - $11.25 $9.05K - $9.8K
18.4K $192K
VTV
Vanguard Value ETF

ETFs
-33
- 0.94%
$168.32 - $181.87 $5.55K - $6K
3.49K $590K
COP
Conocophillips

Energy
-12
- 0.32%
$95.12 - $114.72 $1.14K - $1.38K
3.69K $365K
EOG
Eog Resources Inc

Energy
-189
- 4.89%
$118.22 - $136.54 $22.3K - $25.8K
3.67K $450K
Activity Summary
Buys All Purchases 212 New Holdings 24 Increased Positions 188 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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