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 | IEMG | ISHARES INC | — | 4,825.0 | $400K | 0.04% | -621.0 | -11.4% | $82.83 | -3.7% |
| 322 | MET | METLIFE INC | Financial Services | 4,696.0 | $397K | 0.04% | -98.0 | -2.0% | $84.61 | +15.1% |
| 323 | COP | CONOCOPHILLIPS | Energy | 3,811.0 | $396K | 0.04% | +57.0 | +1.5% | $103.96 | +24.9% |
| 324 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 7,257.0 | $396K | 0.04% | -172.0 | -2.3% | $54.54 | -2.8% |
| 325 | IUSB | ISHARES TR | — | 8,546.0 | $394K | 0.04% | +2K | +30.9% | $46.15 | -1.6% |
| 326 | LOW | LOWES COS INC | Consumer Cyclical | 1,786.0 | $394K | 0.04% | +33.0 | +1.9% | $220.53 | -1.6% |
| 327 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 9,225.0 | $394K | 0.04% | +3K | +42.6% | $42.68 | +19.8% |
| 328 | NIO | NIO INC | Consumer Cyclical | 77,784.0 | $394K | 0.04% | -2K | -2.8% | $5.06 | -11.0% |
| 329 | NET | CLOUDFLARE INC | Technology | 1,599.0 | $392K | 0.04% | -38.0 | -2.3% | $245.30 | +22.3% |
| 330 | MCK | MCKESSON CORP | Healthcare | 518.0 | $391K | 0.04% | -1K | -66.9% | $755.38 | +16.4% |
| 331 | EWZ | ISHARES INC | — | 11,306.0 | $390K | 0.04% | NEW | — | $34.50 | -1.9% |
| 332 | HSBC | HSBC HLDGS PLC | Financial Services | 4,084.0 | $388K | 0.04% | -347.0 | -7.8% | $95.10 | +8.3% |
| 333 | XLI | SELECT SECTOR SPDR TR | — | 2,095.0 | $388K | 0.04% | +60.0 | +3.0% | $185.22 | -0.7% |
| 334 | VGT | VANGUARD WORLD FD | — | 3,241.0 | $387K | 0.04% | +3K | +600.0% | $119.52 | +0.2% |
| 335 | DE | DEERE & CO | Industrials | 609.0 | $386K | 0.04% | -16.0 | -2.6% | $634.46 | -6.4% |
| 336 | ITOT | ISHARES TR | — | 2,339.0 | $384K | 0.04% | — | — | $164.25 | +2.6% |
| 337 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 7,794.0 | $384K | 0.04% | +41.0 | +0.5% | $49.28 | +2.4% |
| 338 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 761.0 | $382K | 0.04% | -65.0 | -7.9% | $501.42 | +17.2% |
| 339 | U | UNITY SOFTWARE INC | Technology | 13,306.0 | $380K | 0.04% | -2K | -14.3% | $28.58 | +64.4% |
| 340 | DFUS | DIMENSIONAL ETF TRUST | — | 4,634.0 | $380K | 0.04% | — | — | $81.94 | +2.5% |
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
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%