Portfolio (Quarterly)
Guide ↗
180 WEALTH ADVISORS, LLC
· CIK 0001730817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CYBERARK SOFTWARE LTD | — | 3,388 | $1.5M | 0.17% | SOLD |
| 2 | KR | KROGER CO | Consumer Defensive | 19,112 | $1.2M | 0.14% | SOLD |
| 3 | XYL | XYLEM INC | Industrials | 7,955 | $1.1M | 0.12% | SOLD |
| 4 | SNPS | SYNOPSYS INC | Technology | 1,786 | $839K | 0.10% | SOLD |
| 5 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 10,879 | $744K | 0.09% | SOLD |
| 6 | — | ASTRAZENECA PLC | — | 7,816 | $719K | 0.08% | SOLD |
| 7 | VST | VISTRA CORP | Utilities | 3,932 | $634K | 0.07% | SOLD |
| 8 | AGQ | PROSHARES TR II | Financial Services | 3,706 | $575K | 0.07% | SOLD |
| 9 | — | BLACKROCK MUNIYIELD FD INC | — | 52,495 | $551K | 0.06% | SOLD |
| 10 | — | BLACKROCK INVT QUALITY MUN T | — | 26,553 | $297K | 0.03% | SOLD |
| 11 | SAP | SAP SE | Technology | 1,223 | $297K | 0.03% | SOLD |
| 12 | INTU | INTUIT | Technology | 362 | $240K | 0.03% | SOLD |
| 13 | QUAL | ISHARES TR | — | 1,191 | $236K | 0.03% | SOLD |
| 14 | UPS | UNITED PARCEL SERVICE INC | Industrials | 2,348 | $233K | 0.03% | SOLD |
| 15 | DHI | D R HORTON INC | Consumer Cyclical | 1,593 | $229K | 0.03% | SOLD |
| 16 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,810 | $220K | 0.03% | SOLD |
| 17 | ABT | ABBOTT LABS | Healthcare | 1,746 | $219K | 0.03% | SOLD |
| 18 | AN | AUTONATION INC | Consumer Cyclical | 1,052 | $217K | 0.03% | SOLD |
| 19 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 16,160 | $213K | 0.02% | SOLD |
| 20 | CVS | CVS HEALTH CORP | Healthcare | 2,671 | $212K | 0.02% | SOLD |
Sector Allocation
Technology
33.9%
Financial Services
15.4%
Healthcare
9.9%
Consumer Cyclical
9.2%
Communication Services
8.1%
Industrials
7.4%
Energy
5.6%
Consumer Defensive
4.3%
Basic Materials
3.6%
Real Estate
1.6%