Portfolio (Quarterly)
Guide ↗
180 WEALTH ADVISORS, LLC
· CIK 0001730817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TGT | TARGET CORP | Consumer Defensive | 32,744 | $4.0M | 0.45% | SOLD |
| 2 | ATO | ATMOS ENERGY CORP | Utilities | 5,195 | $960K | 0.11% | SOLD |
| 3 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 4,772 | $854K | 0.10% | SOLD |
| 4 | FOXA | FOX CORP | Communication Services | 12,887 | $753K | 0.09% | SOLD |
| 5 | MAGX | ROUNDHILL ETF TRUST | — | 16,266 | $695K | 0.08% | SOLD |
| 6 | HON | HONEYWELL INTL INC | Industrials | 2,428 | $549K | 0.06% | SOLD |
| 7 | MASI | MASIMO CORP | Healthcare | 2,728 | $485K | 0.06% | SOLD |
| 8 | CTRA | COTERRA ENERGY INC | Energy | 12,679 | $446K | 0.05% | SOLD |
| 9 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 6,490 | $316K | 0.04% | SOLD |
| 10 | WFRD | WEATHERFORD INTL PLC | Energy | 2,888 | $273K | 0.03% | SOLD |
| 11 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,693 | $271K | 0.03% | SOLD |
| 12 | CCL | CARNIVAL CORP | Consumer Cyclical | 9,589 | $248K | 0.03% | SOLD |
| 13 | OLN | OLIN CORP | Basic Materials | 8,317 | $247K | 0.03% | SOLD |
| 14 | GOLD | GOLD COM INC | Financial Services | 6,120 | $245K | 0.03% | SOLD |
| 15 | GOAU | ETF SER SOLUTIONS | — | 5,470 | $243K | 0.03% | SOLD |
| 16 | APA | APA CORPORATION | Energy | 5,466 | $232K | 0.03% | SOLD |
| 17 | VTEB | VANGUARD MUN BD FDS | — | 4,400 | $220K | 0.03% | SOLD |
| 18 | SNY | SANOFI SA | Healthcare | 4,460 | $215K | 0.02% | SOLD |
| 19 | ADSK | AUTODESK INC | Technology | 861 | $206K | 0.02% | SOLD |
| 20 | — | EXPAND ENERGY CORPORATION | — | 1,829 | $201K | 0.02% | SOLD |
Sector Allocation
Technology
38.3%
Financial Services
13.2%
Healthcare
11.1%
Consumer Cyclical
9.0%
Communication Services
7.8%
Industrials
7.6%
Energy
4.2%
Basic Materials
3.2%
Consumer Defensive
3.2%
Real Estate
1.4%