Portfolio (Quarterly)
Guide ↗
180 WEALTH ADVISORS, LLC
· CIK 0001730817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | — | BLACKROCK MUN INCOME TR | — | 10,433.0 | $105K | 0.01% | NEW | — | $10.03 | — |
| 462 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 12,841.0 | $104K | 0.01% | NEW | — | $8.11 | -4.1% |
| 463 | — | TELEFONICA S A | — | 21,153.0 | $86K | 0.01% | NEW | — | $4.05 | — |
| 464 | ACHR | ARCHER AVIATION INC | Industrials | 10,937.0 | $82K | 0.01% | NEW | — | $7.52 | -19.5% |
| 465 | ABEV | AMBEV SA | Consumer Defensive | 31,987.0 | $79K | 0.01% | NEW | — | $2.47 | +24.3% |
| 466 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 10,256.0 | $75K | 0.01% | NEW | — | $7.32 | +21.0% |
| 467 | — | BLACKSTONE MORTGAGE TRUST IN | — | 67,000.0 | $66K | 0.01% | NEW | — | $0.99 | — |
| 468 | GLO | CLOUGH GLOBAL OPPORTUNITIES | Financial Services | 11,500.0 | $65K | 0.01% | NEW | — | $5.66 | +5.7% |
| 469 | SKIN | THE BEAUTY HEALTH COMPANY | Consumer Defensive | 38,014.0 | $53K | 0.01% | NEW | — | $1.39 | -53.7% |
| 470 | ACRE | ARES COML REAL ESTATE CORP | Real Estate | 10,258.0 | $49K | 0.01% | NEW | — | $4.78 | -3.8% |
| 471 | — | PENNYMAC CORP | — | 13,000.0 | $13K | 0.00% | NEW | — | $1.00 | — |
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
35.7%
Financial Services
15.2%
Healthcare
10.9%
Consumer Cyclical
10.0%
Communication Services
8.7%
Industrials
6.4%
Energy
4.0%
Consumer Defensive
3.9%
Basic Materials
2.9%
Real Estate
1.5%