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
BHP
Bhp Group LTD

Basic Materials
1.28K
+ 5.16%
$53.62 - $57.96 $68.4K - $73.9K
26K $1.42M
ALL
Allstate Corp

Financial Services
193
+ 2.6%
$190.0 - $214.3 $36.7K - $41.4K
7.62K $1.63M
GD
General Dynamics Corp

Industrials
85
+ 2.69%
$330.59 - $353.77 $28.1K - $30.1K
3.24K $1.12M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
6.12K
+ 5.55%
$13.78 - $14.51 $84.3K - $88.8K
116K $1.64M
LMT
Lockheed Martin Corp

Industrials
316
+ 7.89%
$452.1 - $514.24 $143K - $162K
4.32K $2.04M
GS
Goldman Sachs Group Inc

Financial Services
173
+ 3.62%
$744.6 - $838.97 $129K - $145K
4.96K $3.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 5.09%
$653.02 - $687.39 $32.7K - $34.4K
1.03K $687K
NEE
Nextera Energy Inc

Utilities
48
+ 1.78%
$78.18 - $86.03 $3.75K - $4.13K
2.74K $234K
PLTR
Palantir Technologies Inc.

Technology
545
+ 7.07%
$172.14 - $207.18 $93.8K - $113K
8.26K $1.44M
OGN
Organon & Co.

Healthcare
52.2K
+ 45.16%
$6.34 - $11.01 $331K - $575K
168K $1.26M
TRP
Tc Energy Corp

Energy
248
+ 1.7%
$49.79 - $55.23 $12.3K - $13.7K
14.9K $821K
MPC
Marathon Petroleum Corp

Energy
38
+ 1.76%
$180.89 - $200.13 $6.87K - $7.6K
2.2K $439K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
150
+ 1.2%
$28.52 - $30.56 $4.28K - $4.58K
12.7K $382K
BAC
Bank Of America Corp

Financial Services
475
+ 2.84%
$48.65 - $54.11 $23.1K - $25.7K
17.2K $884K
NUE
Nucor Corp

Basic Materials
13
+ 0.76%
$131.78 - $154.43 $1.71K - $2.01K
1.73K $256K
SPOT
Spotify Technology S.A.

Communication Services
96
+ 15.69%
$616.91 - $707.3 $59.2K - $67.9K
708 $450K
CGDV
Capital Group Divid Value ETF

ETFs
363
+ 4.85%
$41.33 - $43.47 $15K - $15.8K
7.85K $336K
XLI
Industrial Sector Spdr

ETFs
170
+ 9.49%
$149.9 - $155.79 $25.5K - $26.5K
1.96K $298K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
118
+ 1.54%
$72.17 - $75.74 $8.52K - $8.94K
7.77K $582K
SQ
Block, Inc.

Technology
341
+ 4.16%
N/A
8.54K $488K
QUAL
Ishares Msci Usa Quality Facto

ETFs
100
+ 9.17%
$191.01 - $199.18 $19.1K - $19.9K
1.19K $231K
ADP
Automatic Data Processing Inc

Industrials
256
+ 24.38%
$250.9 - $292.94 $64.2K - $75K
1.31K $327K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.8K
+ 3.55%
$10.51 - $10.73 $18.9K - $19.3K
52.5K $553K
PFE
Pfizer Inc

Healthcare
1.37K
+ 2.96%
$24.23 - $27.37 $33.1K - $37.4K
47.5K $1.19M
MASI
Masimo Corp

Healthcare
42
+ 1.6%
$140.65 - $153.72 $5.91K - $6.46K
2.66K $402K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
401
+ 4.24%
$37.61 - $39.41 $15.1K - $15.8K
9.87K $381K
SAP
Sap Se

Technology
185
+ 17.82%
$238.9 - $280.46 $44.2K - $51.9K
1.22K $292K
EEM
Ishares Msci Emerging Markets

ETFs
30
+ 0.35%
$51.94 - $56.01 $1.56K - $1.68K
8.67K $476K
TXN
Texas Instruments Inc

Technology
70
+ 4.17%
N/A
1.75K $340K
IVR
Invesco Mortgage Capital Inc.

Real Estate
1.49K
+ 7.78%
$7.17 - $7.86 $10.7K - $11.7K
20.6K $156K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
244
+ 5.8%
$160.66 - $181.39 $39.2K - $44.3K
4.45K $760K
KWEB
Kraneshares Tr Csi China Inter

ETFs
3.7K
+ 10.67%
$38.24 - $42.94 $142K - $159K
38.4K $1.47M
AGNC
Agnc Investment Corp.

Real Estate
265
+ 1.27%
$9.88 - $10.34 $2.62K - $2.74K
21.2K $214K
NEP
Nextera Energy Partners, LP

Utilities
1.01K
+ 3.18%
N/A
32.9K $297K
REET
Ishares Global Reit ETF

ETFs
826
+ 2.49%
$24.8 - $26.02 $20.5K - $21.5K
33.9K $855K
AMRK
A Mark Precious Metals, Inc.

Financial Services
889
+ 8.24%
$24.73 - $29.7 $22K - $26.4K
11.7K $288K
CVS
Cvs Health Corp

Healthcare
15
+ 0.56%
$76.69 - $83.04 $1.15K - $1.25K
2.67K $209K
LHX
L3 Harris Technologies, Inc.

Industrials
75
+ 8.08%
$283.87 - $306.76 $21.3K - $23K
1K $290K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.14%
$293.81 - $310.11 $5.58K - $5.89K
1.69K $515K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
156
+ 2.64%
$46.57 - $47.16 $7.26K - $7.36K
6.06K $282K
TSN
Tyson Foods, Inc.

Consumer Defensive
125
+ 3.23%
$50.72 - $55.51 $6.34K - $6.94K
4K $215K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.5%
$202.52 - $212.07 $1.22K - $1.27K
1.22K $254K
ASAN
Asana, Inc.

Technology
798
+ 6.83%
$12.65 - $15.19 $10.1K - $12.1K
12.5K $158K
Arista Networks Inc
1.95K
+ 14.95%
N/A
15K $0
Lam Research Corp
4.17K
+ 17.17%
N/A
28.5K $0
Bank Montreal Que
1.64K
New
N/A
1.64K $0
Ge Vernova Inc
473
+ 16.11%
N/A
3.41K $0
SGDM
Sprott ETF Tr Gold Miners ETF
4.35K
New
N/A
4.35K $0
Sprott Fds Tr
7.84K
New
N/A
7.84K $0
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