180 Wealth Advisors, LLC Portfolio Holdings by Sector
180 Wealth Advisors, LLC
- $632 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG VYM VWO SGOL SLVP IUSV RING IOO 90 stocks |
$144,900
22.96% of portfolio
|
  50  
|
  35  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PATH ZS ORCL CRWD CYBR ADBE NTNX 13 stocks |
$60,672
9.61% of portfolio
|
  5  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TSM QCOM NXPI INTC MRVL SWKS 14 stocks |
$58,979
9.34% of portfolio
|
  8  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META TWLO GOOG GOOGL MTCH PINS SPOT 7 stocks |
$31,348
4.97% of portfolio
|
  2  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$27,112
4.3% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN EBAY CPNG BABA JD ETSY 6 stocks |
$25,147
3.98% of portfolio
|
  4  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA GM HMC RACE NIO TM F XPEV 8 stocks |
$17,324
2.74% of portfolio
|
  2  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BCX TYG HQL TDF GGZ GDV IGR MYD 23 stocks |
$17,048
2.7% of portfolio
|
  10  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MNKD MRNA NVO INCY RXRX CRSP VERU ALT 8 stocks |
$15,769
2.5% of portfolio
|
  8  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK AMGN LLY JNJ BMY GILD PFE OGN 11 stocks |
$14,856
2.35% of portfolio
|
  8  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SNOW CRM NOW UBER FSLY ESTC SHOP BMBL 16 stocks |
$14,543
2.3% of portfolio
|
  6  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$13,731
2.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA TMUS VZ T VOD TEF 6 stocks |
$10,300
1.63% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA LMT RTX RKLB GD PL NOC AXON 9 stocks |
$9,810
1.55% of portfolio
|
  2  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN EMR GE FLS PH ITW XYL 7 stocks |
$9,792
1.55% of portfolio
|
  4  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM EWBC BAC TD WFC HSBC MUFG BMO 8 stocks |
$8,112
1.29% of portfolio
|
  2  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX SHEL SU TTE BP 6 stocks |
$8,044
1.27% of portfolio
|
  1  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET TRP EPD KMI WMB LNG PAGP 7 stocks |
$6,971
1.1% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP MA PYPL SYF 5 stocks |
$6,425
1.02% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT EW BSX DXCM TNDM ABT BFLY 7 stocks |
$5,725
0.91% of portfolio
|
  4  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM KD CACI ACN AI 5 stocks |
$5,423
0.86% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$5,398
0.86% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW GS IBKR CIFR 4 stocks |
$5,232
0.83% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD DRI CMG 4 stocks |
$5,227
0.83% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC TSBK MTB 3 stocks |
$5,057
0.8% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
PHM DHI MTH TOL 4 stocks |
$4,193
0.66% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
PSTG 1 stocks |
$3,964
0.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ILMN TMO IDXX MEDP 4 stocks |
$3,757
0.6% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$3,746
0.59% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Airlines | Industrials
UAL DAL ALGT ALK 4 stocks |
$3,687
0.58% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP 3 stocks |
$3,491
0.55% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
VOC DVN EOG WDS COP CTRA 6 stocks |
$3,260
0.52% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX WBD DIS 3 stocks |
$3,225
0.51% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
GNTX QS MGA GT BWA 5 stocks |
$3,134
0.5% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT WY DLR 3 stocks |
$3,061
0.48% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
BHP MP RIO VALE 4 stocks |
$2,954
0.47% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,900
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB BKR VAL TDW 4 stocks |
$2,823
0.45% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$2,819
0.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,698
0.43% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$2,621
0.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
BALL IP PKG 3 stocks |
$2,500
0.4% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG MASI 2 stocks |
$2,371
0.38% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,370
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB SKIN 3 stocks |
$2,072
0.33% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE CNHI 3 stocks |
$2,002
0.32% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
HPE CSCO NOK 3 stocks |
$2,000
0.32% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR ALL CB 3 stocks |
$1,997
0.32% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
AER URI 2 stocks |
$1,964
0.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$1,910
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP CSX 2 stocks |
$1,762
0.28% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,266
0.2% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA THC 2 stocks |
$1,041
0.16% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$964
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS ELAN 2 stocks |
$928
0.15% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Shell Companies | Financial Services
SYM 1 stocks |
$917
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$917
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$913
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX UPS EXPD 3 stocks |
$901
0.14% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
KGC GOLD NEM 3 stocks |
$857
0.14% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
LNC MET 2 stocks |
$783
0.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
PVH RL 2 stocks |
$766
0.12% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
MOS NTR 2 stocks |
$739
0.12% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$723
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$712
0.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ED NGG 2 stocks |
$710
0.11% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$703
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
CLF 1 stocks |
$677
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$632
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$600
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
TAP ABEV 2 stocks |
$563
0.09% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aluminum | Basic Materials
KALU 1 stocks |
$531
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$482
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$481
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$445
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$437
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$416
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NFE 1 stocks |
$386
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
NEP 1 stocks |
$368
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$362
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$353
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$342
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$339
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$331
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$314
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$312
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$305
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$294
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
AGNC IVR 2 stocks |
$267
0.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Publishing | Communication Services
RELX 1 stocks |
$257
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
OLN 1 stocks |
$242
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$239
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$227
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$217
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$211
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$210
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
CRS 1 stocks |
$206
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Marine Shipping | Industrials
DSX 1 stocks |
$50
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|