180 Wealth Advisors, LLC Purchases in Q4 2025

180 Wealth Advisors, LLC

  • $823 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.04K
+ 7.72%
$157.0 - $179.44 $163K - $186K
14.5K $2.54M
SANM
Sanmina Corp

Technology
1.69K
New
$114.08 - $177.76 $193K - $300K
1.69K $270K
ATR
Aptargroup, Inc.

Healthcare
2.27K
New
$113.12 - $134.14 $257K - $305K
2.27K $269K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.01K
+ 9.55%
$66.04 - $69.67 $331K - $349K
57.5K $3.86M
WMT
Walmart Inc.

Consumer Defensive
2.61K
+ 4.2%
$101.18 - $109.03 $264K - $284K
64.7K $6.66M
ET
Energy Transfer LP

Energy
17K
+ 8.86%
$16.29 - $17.01 $278K - $290K
209K $3.56M
XEL
Xcel Energy Inc

Utilities
3.19K
New
$79.6 - $81.85 $254K - $261K
3.19K $257K
HQL
Tekla Life Sciences Investors

Financial Services
5.07K
+ 3.39%
$15.57 - $17.68 $78.9K - $89.6K
154K $2.57M
TXT
Textron Inc

Industrials
3.11K
New
$79.42 - $87.34 $247K - $272K
3.11K $251K
IBM
International Business Machines Corp

Technology
87
+ 0.59%
$275.97 - $314.98 $24K - $27.4K
14.9K $4.44M
PEG
Public Service Enterprise Group Inc

Utilities
2.99K
New
$79.86 - $84.83 $238K - $253K
2.99K $247K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.6K
New
$149.52 - $158.91 $240K - $255K
1.6K $244K
PSLV
Sprott Physical Silver Trust

Financial Services
14.3K
New
$15.32 - $18.07 $218K - $257K
14.3K $238K
PAVE
Global X Fds Us Infrastructure

ETFs
5.07K
New
$46.42 - $48.56 $235K - $246K
5.07K $238K
FSLY
Fastly, Inc.

Technology
2.86K
+ 3.75%
$7.86 - $11.99 $22.5K - $34.3K
79.2K $889K
CNC
Centene Corp

Healthcare
6.48K
New
$33.15 - $38.7 $215K - $251K
6.48K $235K
MS
Morgan Stanley

Financial Services
1.47K
New
$151.86 - $169.92 $223K - $249K
1.47K $233K
VKTX
Viking Therapeutics, Inc.

Healthcare
5.81K
New
$27.37 - $40.78 $159K - $237K
5.81K $231K
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
+ 98.48%
$228.75 - $242.18 $237K - $251K
2.09K $482K
CNQ
Canadian Natural Resources LTD

Energy
6.84K
New
$29.91 - $33.57 $205K - $230K
6.84K $229K
RRC
Range Resources Corp

Energy
5.89K
New
$34.6 - $39.73 $204K - $234K
5.89K $225K
PEP
Pepsico Inc

Consumer Defensive
449
+ 2.14%
$138.84 - $153.71 $62.3K - $69K
21.4K $3.17M
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$2024.98 - $2360.76 $219K - $255K
108 $221K
MEDP
Medpace Holdings, Inc.

Healthcare
373
New
$501.22 - $605.2 $187K - $226K
373 $220K
EPD
Enterprise Products Partners L.P.

Energy
5.47K
+ 12.75%
$30.19 - $32.26 $165K - $177K
48.4K $1.56M
WDS
Woodside Energy Group LTD

Energy
7.15K
+ 18.23%
$14.28 - $17.6 $102K - $126K
46.4K $804K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
8.32K
New
$18.95 - $25.83 $158K - $215K
8.32K $211K
TTWO
Take Two Interactive Software Inc

Communication Services
1.19K
+ 37.6%
$232.0 - $262.29 $275K - $311K
4.34K $1.02M
PNW
Pinnacle West Capital Corp

Utilities
2.32K
New
$87.64 - $93.71 $203K - $217K
2.32K $205K
INCY
Incyte Corp

Healthcare
829
+ 14.01%
$83.8 - $108.26 $69.5K - $89.7K
6.75K $702K
EIX
Edison International

Utilities
3.39K
New
$52.12 - $59.08 $176K - $200K
3.39K $198K
ECL
Ecolab Inc.

Basic Materials
768
New
$253.06 - $281.35 $194K - $216K
768 $198K
DFAE
Dimensional ETF Tr

ETFs
3.64K
+ 4.49%
$30.74 - $33.05 $112K - $120K
84.7K $2.75M
EOG
Eog Resources Inc

Energy
1.84K
+ 57.49%
$105.0 - $111.92 $193K - $206K
5.04K $555K
ESLT
Elbit Systems LTD

Industrials
410
New
$463.47 - $526.29 $190K - $216K
410 $193K
TFC
Truist Financial Corp

Financial Services
4.26K
New
$41.09 - $45.64 $175K - $194K
4.26K $191K
ING
Ing Groep Nv

Financial Services
7.22K
New
$23.66 - $26.51 $171K - $192K
7.22K $187K
ATO
Atmos Energy Corp

Utilities
961
+ 24.32%
$168.85 - $179.19 $162K - $172K
4.91K $860K
PWR
Quanta Services, Inc.

Industrials
363
+ 19.29%
$412.21 - $453.83 $150K - $165K
2.25K $963K
COPX
Global X Copper Miners ETF

ETFs
2.46K
+ 11.4%
$57.93 - $64.14 $143K - $158K
24.1K $1.47M
DVYE
Ishares Emerging Markets Divid

ETFs
2.94K
+ 6.57%
$28.63 - $31.75 $84.2K - $93.4K
47.7K $1.51M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
417
+ 4.98%
$101.39 - $114.39 $42.3K - $47.7K
8.79K $1M
QCOM
Qualcomm Inc

Technology
872
+ 3.06%
$153.59 - $187.68 $134K - $164K
29.4K $4.9M
FOXA
Fox Corp

Communication Services
2.09K
+ 20.89%
$57.0 - $66.71 $119K - $139K
12.1K $782K
NVTS
Navitas Semiconductor Corp

Technology
6.45K
+ 5.73%
$7.3 - $17.1 $47.1K - $110K
119K $964K
JOE
St Joe CO

Real Estate
1.05K
+ 9.83%
$46.89 - $60.42 $49K - $63.1K
11.7K $667K
ABBV
Abb Vie Inc.

Healthcare
570
+ 21.22%
$211.96 - $244.38 $121K - $139K
3.26K $761K
MRNA
Moderna, Inc.

Healthcare
6.77K
+ 24.83%
$23.56 - $28.49 $159K - $193K
34K $842K
AZN
Astrazeneca PLC

Healthcare
442
+ 5.99%
$81.15 - $89.4 $35.9K - $39.5K
7.82K $698K
Activity Summary
Buys All Purchases 256 New Holdings 42 Increased Positions 214 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email