Portfolio (Quarterly)
Guide ↗
180 WEALTH ADVISORS, LLC
· CIK 0001730817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | HRL | HORMEL FOODS CORP | Consumer Defensive | 16,684.0 | $378K | 0.04% | +2K | +15.2% | $22.65 | +12.1% |
| 322 | LIN | LINDE PLC | Basic Materials | 740.0 | $367K | 0.04% | — | — | $495.90 | +3.5% |
| 323 | AVXL | ANAVEX LIFE SCIENCES CORP | Healthcare | 119,475.0 | $367K | 0.04% | +2K | +1.8% | $3.07 | -22.1% |
| 324 | HSBC | HSBC HLDGS PLC | Financial Services | 4,431.0 | $366K | 0.04% | -254.0 | -5.4% | $82.49 | +22.0% |
| 325 | CPRT | COPART INC | Industrials | 10,990.0 | $365K | 0.04% | +2K | +23.9% | $33.20 | -16.8% |
| 326 | NVDL | GRANITESHARES ETF TR | — | 4,993.0 | $362K | 0.04% | +1K | +35.1% | $72.58 | -58.3% |
| 327 | — | XPLR INFRASTRUCTURE LP | — | 33,618.0 | $357K | 0.04% | +757.0 | +2.3% | $10.62 | — |
| 328 | TD | TORONTO DOMINION BK ONT | Financial Services | 3,808.0 | $355K | 0.04% | -251.0 | -6.2% | $93.31 | +32.5% |
| 329 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 7,429.0 | $353K | 0.04% | +102.0 | +1.4% | $47.57 | +0.4% |
| 330 | DE | DEERE & CO | Industrials | 625.0 | $352K | 0.04% | -13.0 | -2.0% | $563.42 | +6.0% |
| 331 | HCA | HCA HEALTHCARE INC | Healthcare | 742.0 | $351K | 0.04% | -38.0 | -4.9% | $473.53 | -21.6% |
| 332 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 1,013.0 | $350K | 0.04% | +10.0 | +1.0% | $345.28 | -18.3% |
| 333 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 1,874.0 | $350K | 0.04% | — | — | $186.53 | +22.6% |
| 334 | ESLT | ELBIT SYS LTD | Industrials | 403.0 | $342K | 0.04% | -7.0 | -1.7% | $849.09 | -12.7% |
| 335 | U | UNITY SOFTWARE INC | Technology | 15,535.0 | $341K | 0.04% | +5K | +48.5% | $21.94 | +32.1% |
| 336 | IVE | ISHARES TR | — | 1,611.0 | $340K | 0.04% | +396.0 | +32.6% | $211.17 | +9.5% |
| 337 | MET | METLIFE INC | Financial Services | 4,794.0 | $339K | 0.04% | -148.0 | -3.0% | $70.72 | +32.9% |
| 338 | TXN | TEXAS INSTRS INC | Technology | 1,744.0 | $339K | 0.04% | — | — | $194.19 | +46.3% |
| 339 | NET | CLOUDFLARE INC | Technology | 1,637.0 | $338K | 0.04% | +29.0 | +1.8% | $206.35 | +34.5% |
| 340 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 2,054.0 | $336K | 0.04% | +451.0 | +28.1% | $163.61 | +8.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.5%
Financial Services
15.5%
Healthcare
10.0%
Consumer Cyclical
9.3%
Communication Services
8.2%
Industrials
7.5%
Energy
5.6%
Consumer Defensive
4.3%
Basic Materials
3.6%
Real Estate
1.6%