Portfolio (Quarterly)
Guide ↗
180 WEALTH ADVISORS, LLC
· CIK 0001730817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | ESTC | ELASTIC N V | Technology | 6,027.0 | $344K | 0.03% | +263.0 | +4.6% | $57.02 | +60.1% |
| 362 | XLV | SELECT SECTOR SPDR TR | — | 2,166.0 | $344K | 0.03% | +268.0 | +14.1% | $158.66 | +6.4% |
| 363 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 2,096.0 | $342K | 0.03% | -39.0 | -1.8% | $162.96 | +15.4% |
| 364 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 8,753.0 | $341K | 0.03% | NEW | — | $39.01 | +6.8% |
| 365 | KD | KYNDRYL HLDGS INC | Technology | 30,086.0 | $340K | 0.03% | +1K | +4.4% | $11.31 | +7.1% |
| 366 | IVE | ISHARES TR | — | 1,476.0 | $335K | 0.03% | -135.0 | -8.4% | $227.06 | +2.1% |
| 367 | NOK | NOKIA CORP | Technology | 25,221.0 | $335K | 0.03% | -2K | -6.2% | $13.28 | -20.0% |
| 368 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,337.0 | $335K | 0.03% | +227.0 | +7.3% | $100.28 | +22.4% |
| 369 | FLEX | FLEX LTD | Technology | 2,045.0 | $331K | 0.03% | NEW | — | $162.07 | -30.7% |
| 370 | MGK | VANGUARD WORLD FD | — | 3,755.0 | $330K | 0.03% | +3K | +351.9% | $87.91 | +5.5% |
| 371 | TSLL | DIREXION SHARES ETF TRUST | — | 23,156.0 | $328K | 0.03% | -786.0 | -3.3% | $14.16 | -26.6% |
| 372 | ESLT | ELBIT SYS LTD | Industrials | 428.0 | $325K | 0.03% | +25.0 | +6.2% | $758.72 | -2.1% |
| 373 | NVS | NOVARTIS AG | Healthcare | 2,061.0 | $323K | 0.03% | +33.0 | +1.6% | $156.75 | -9.0% |
| 374 | INDA | ISHARES TR | — | 6,435.0 | $318K | 0.03% | +2K | +39.9% | $49.39 | -2.7% |
| 375 | AVAV | AEROVIRONMENT INC | Industrials | 1,912.0 | $316K | 0.03% | +610.0 | +46.9% | $165.07 | -5.5% |
| 376 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 1,080.0 | $314K | 0.03% | +67.0 | +6.6% | $290.70 | -17.7% |
| 377 | PGR | PROGRESSIVE CORP | Financial Services | 1,414.0 | $309K | 0.03% | -49.0 | -3.4% | $218.45 | -7.0% |
| 378 | BMBL | BUMBLE INC | Technology | 95,699.0 | $306K | 0.03% | +6K | +7.2% | $3.20 | -16.3% |
| 379 | C | CITIGROUP INC | Financial Services | 2,186.0 | $306K | 0.03% | -76.0 | -3.4% | $139.99 | -5.8% |
| 380 | — | CORPAY INC | — | 915.0 | $305K | 0.03% | +156.0 | +20.6% | $333.27 | — |
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
39.1%
Financial Services
13.4%
Healthcare
11.4%
Consumer Cyclical
9.2%
Industrials
7.8%
Communication Services
6.2%
Energy
4.0%
Consumer Defensive
3.3%
Basic Materials
3.2%
Real Estate
1.4%