180 Wealth Advisors, LLC Portfolio Holdings by Sector
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOL VIG VWO VYM SLVP RING IUSV SIVR 88 stocks |
$152,866
24.97% of portfolio
|
43
|
42
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PATH ZS CRWD CYBR ORCL NTNX ADBE 12 stocks |
$55,847
9.12% of portfolio
|
7
|
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM QCOM NXPI INTC SWKS MRVL 14 stocks |
$49,684
8.12% of portfolio
|
8
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META TWLO GOOG GOOGL PINS SPOT MTCH 7 stocks |
$27,233
4.45% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA JD CPNG ETSY 6 stocks |
$23,857
3.9% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$23,447
3.83% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BCX TDF TYG HQL GGZ GDV IGR MYD 20 stocks |
$18,691
3.05% of portfolio
|
7
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK AMGN JNJ LLY GILD BMY PFE OGN 11 stocks |
$16,335
2.67% of portfolio
|
4
|
7
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
MNKD MRNA NVO INCY VRTX VERU CRSP RXRX 10 stocks |
$13,395
2.19% of portfolio
|
9
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$13,383
2.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA TMUS T VZ VOD TEF 6 stocks |
$12,452
2.03% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW CRM NOW UBER ESTC SHOP FSLY WDAY 14 stocks |
$12,363
2.02% of portfolio
|
7
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM HMC RACE NIO TM F XPEV 8 stocks |
$12,012
1.96% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN EMR GE XYL PH ITW 6 stocks |
$9,314
1.52% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT RTX GD RKLB NOC PL AXON 9 stocks |
$9,268
1.51% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL SU TTE BP 6 stocks |
$8,953
1.46% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC BAC TD WFC HSBC MUFG 7 stocks |
$8,153
1.33% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD WMB TRP KMI LNG PAGP 7 stocks |
$7,831
1.28% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$7,068
1.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA PYPL SYF 5 stocks |
$6,543
1.07% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS IBKR CIFR 4 stocks |
$6,508
1.06% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT EW BSX ABT BFLY 5 stocks |
$5,741
0.94% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD DRI CMG 4 stocks |
$5,495
0.9% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM KD ACN AI 4 stocks |
$5,050
0.82% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC TSBK 2 stocks |
$4,905
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX WBD FOXA DIS 4 stocks |
$4,210
0.69% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP 3 stocks |
$3,677
0.6% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT WY DLR 3 stocks |
$3,557
0.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN VOC WDS COP CTRA EOG RRC 7 stocks |
$3,516
0.57% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN TMO IDXX 3 stocks |
$3,388
0.55% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP VALE RIO MP 4 stocks |
$3,251
0.53% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$3,250
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$3,239
0.53% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR VAL TDW 4 stocks |
$3,228
0.53% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL PGR CB 3 stocks |
$3,135
0.51% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$2,804
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,667
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,638
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,539
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GNTX QS GT 3 stocks |
$2,440
0.4% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG MASI 2 stocks |
$2,366
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$2,235
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL IP 2 stocks |
$2,222
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB SKIN 3 stocks |
$2,091
0.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD CPRT AN 3 stocks |
$2,062
0.34% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL ALK 3 stocks |
$2,034
0.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE CSCO NOK 3 stocks |
$1,842
0.3% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER URI 2 stocks |
$1,830
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM KGC GOLD 3 stocks |
$1,765
0.29% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$1,723
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$1,637
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE CNHI 3 stocks |
$1,389
0.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1,366
0.22% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,361
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$1,330
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED NGG DUK ETR 4 stocks |
$1,237
0.2% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$1,080
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$1,025
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC 1 stocks |
$988
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS ELAN 2 stocks |
$957
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX EXPD UPS 3 stocks |
$928
0.15% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$900
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
PVH 1 stocks |
$884
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS NTR 2 stocks |
$846
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
LNC MET 2 stocks |
$831
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO NFE 2 stocks |
$801
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$738
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$709
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC 2 stocks |
$672
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$641
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$523
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$521
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
KALU 1 stocks |
$519
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$505
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$467
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$391
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$369
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$368
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$345
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$342
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$329
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$328
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$326
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate—Diversified | Real Estate
JOE 1 stocks |
$297
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NEP 1 stocks |
$290
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC IVR 2 stocks |
$283
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$270
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$265
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$228
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$219
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$204
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$203
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$84
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
DSX 1 stocks |
$42
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|