180 Wealth Advisors, LLC Incresed Positions in Q4 2025

180 Wealth Advisors, LLC

  • $823 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
1.06K
+ 22.42%
N/A
5.81K $311K
PH
Parker Hannifin Corp

Industrials
12
+ 1.88%
$716.66 - $857.93 $8.6K - $10.3K
652 $542K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
34
+ 0.06%
$88.45 - $91.41 $3.01K - $3.11K
55.8K $5.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
+ 10.83%
$63.25 - $66.24 $63.3K - $66.2K
10.2K $656K
SCCO
Southern Copper Corp

Basic Materials
83
+ 1.84%
$122.64 - $141.68 $10.2K - $11.8K
4.6K $601K
IGR
Cbre Global Real Estate Income Fund

Financial Services
23.7K
+ 13.52%
$4.79 - $5.16 $113K - $122K
199K $952K
SYF
Synchrony Financial

Financial Services
544
+ 9.5%
$68.02 - $75.49 $37K - $41.1K
6.27K $458K
CGUS
Capital Group Core Equity ETF
1.12K
+ 3.52%
$38.81 - $40.67 $43.4K - $45.5K
32.9K $1.3M
FDX
Fedex Corp

Industrials
3
+ 0.19%
$224.63 - $268.67 $674 - $806
1.56K $413K
DELL
Dell Technologies Inc.

Technology
435
+ 27.0%
$133.76 - $164.88 $58.2K - $71.7K
2.05K $273K
CGXU
Capital Group Intl Focus Equit

ETFs
1.04K
+ 3.16%
$29.32 - $31.03 $30.4K - $32.1K
33.9K $1.02M
VB
Vanguard Small Cap ETF

ETFs
266
+ 5.13%
$248.1 - $260.08 $66K - $69.2K
5.46K $1.36M
IFRA
Ishares Tr

ETFs
910
+ 11.82%
$52.02 - $54.04 $47.3K - $49.2K
8.61K $448K
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
FANG
Diamondback Energy, Inc.

Energy
78
+ 2.95%
$137.29 - $149.2 $10.7K - $11.6K
2.73K $406K
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
NUE
Nucor Corp

Basic Materials
13
+ 0.76%
$131.78 - $154.43 $1.71K - $2.01K
1.73K $256K
BAC
Bank Of America Corp

Financial Services
475
+ 2.84%
$48.65 - $54.11 $23.1K - $25.7K
17.2K $884K
SPOT
Spotify Technology S.A.

Communication Services
96
+ 15.69%
$616.91 - $707.3 $59.2K - $67.9K
708 $450K
XLI
Industrial Sector Spdr

ETFs
170
+ 9.49%
$149.9 - $155.79 $25.5K - $26.5K
1.96K $298K
CGDV
Capital Group Divid Value ETF

ETFs
363
+ 4.85%
$41.33 - $43.47 $15K - $15.8K
7.85K $336K
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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
401
+ 4.24%
$37.61 - $39.41 $15.1K - $15.8K
9.87K $381K
MASI
Masimo Corp

Healthcare
42
+ 1.6%
$140.65 - $153.72 $5.91K - $6.46K
2.66K $402K
EEM
Ishares Msci Emerging Markets

ETFs
30
+ 0.35%
$51.94 - $56.01 $1.56K - $1.68K
8.67K $476K
SAP
Sap Se

Technology
185
+ 17.82%
$238.9 - $280.46 $44.2K - $51.9K
1.22K $292K
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
NEP
Nextera Energy Partners, LP

Utilities
1.01K
+ 3.18%
N/A
32.9K $297K
AGNC
Agnc Investment Corp.

Real Estate
265
+ 1.27%
$9.88 - $10.34 $2.62K - $2.74K
21.2K $214K
CVS
Cvs Health Corp

Healthcare
15
+ 0.56%
$76.69 - $83.04 $1.15K - $1.25K
2.67K $209K
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
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