180 Wealth Advisors 13F annual report
180 Wealth Advisors is an investment fund managing more than $612 billion ran by Richard Buchan. There are currently 377 companies in Mr. Buchan’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $74.8 billion.
Limited to 30 biggest holdings
$612 billion Assets Under Management (AUM)
As of 9th July 2024, 180 Wealth Advisors’s top holding is 110,503 shares of Microsoft currently worth over $50.2 billion and making up 8.2% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, 180 Wealth Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 107,737 shares of Apple Inc worth $24.5 billion, whose value grew 27.6% in the past six months.
The third-largest holding is NVIDIA Corp worth $23.5 billion and the next is Amazon.com worth $18.3 billion, with 93,574 shares owned.
Currently, 180 Wealth Advisors's portfolio is worth at least $612 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at 180 Wealth Advisors
The 180 Wealth Advisors office and employees reside in Federal Way, Washington. According to the last 13-F report filed with the SEC, Richard Buchan serves as the Chief Compliance Officer at 180 Wealth Advisors.
Recent trades
In the most recent 13F filing, 180 Wealth Advisors revealed that it had opened a new position in
Pnc Finl Svcs Group Inc and bought 19,848 shares worth $3.34 billion.
The investment fund also strengthened its position in Apple Inc by buying
1,001 additional shares.
This makes their stake in Apple Inc total 107,737 shares worth $24.5 billion.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that 180 Wealth Advisors is getting rid of from its portfolio.
180 Wealth Advisors closed its position in Alteryx Inc on 16th July 2024.
It sold the previously owned 56,719 shares for $3.34 billion.
Richard Buchan also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $50.2 billion and 110,503 shares.
One of the average hedge funds
The two most similar investment funds to 180 Wealth Advisors are Darwin Global Management and St. James Investment. They manage $612 billion and $611 billion respectively.
Richard Buchan investment strategy
180 Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 25.9% of
the total portfolio value.
The fund focuses on investments in the United States as
44.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
43% of the total holdings value.
On the other hand, small-cap stocks make up only 2.4% of the portfolio.
The average market cap of the portfolio companies is close to $95.5 billion.
The complete list of 180 Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
3.40%
110,503
|
$50,245,837,000 | 8.21% |
| Apple Inc |
0.94%
107,737
|
$24,517,767,000 | 4.01% |
| NVIDIA Corp |
578.49%
184,562
|
$23,513,159,000 | 3.84% |
| Amazon.com Inc. |
3.23%
93,574
|
$18,251,615,000 | 2.98% |
| Broadcom Inc. |
8.91%
6,874
|
$11,726,139,000 | 1.92% |
| Mannkind Corp |
37.20%
2,034,134
|
$11,411,494,000 | 1.87% |
| Vanguard Specialized Funds |
3.83%
46,963
|
$8,724,224,000 | 1.43% |
| Tesla Inc |
17.97%
35,288
|
$8,505,574,000 | 1.39% |
| Meta Platforms Inc |
17.45%
15,423
|
$7,907,452,000 | 1.29% |
| Vanguard Whitehall Fds |
9.11%
157,783
|
$15,053,160,000 | 2.46% |
| Costco Whsl Corp New |
10.02%
8,416
|
$7,125,061,000 | 1.16% |
| Alphabet Inc |
6.26%
74,022
|
$13,800,207,000 | 2.26% |
| Etfs Gold Tr |
4.38%
273,792
|
$6,313,649,000 | 1.03% |
| Vanguard Intl Equity Index F |
42.74%
154,453
|
$8,102,438,000 | 1.32% |
| Ishares Inc |
64.96%
665,781
|
$12,810,634,000 | 2.09% |
| UiPath, Inc. |
188.82%
440,872
|
$5,444,769,000 | 0.89% |
| Exxon Mobil Corp. |
6.61%
47,756
|
$5,408,361,000 | 0.88% |
| Taiwan Semiconductor Mfg Ltd |
7.81%
29,058
|
$5,361,230,000 | 0.88% |
| Ishares Tr |
11.91%
501,294
|
$34,700,473,000 | 5.67% |
| Qualcomm, Inc. |
20.48%
23,780
|
$4,752,434,000 | 0.78% |
| Comcast Corp New |
38.29%
125,396
|
$4,733,717,000 | 0.77% |
| Walmart Inc |
230.20%
64,270
|
$4,486,072,000 | 0.73% |
| Blackrock Res Commodities |
336.73%
464,646
|
$4,349,086,000 | 0.71% |
| Nxp Semiconductors N V |
446.34%
15,762
|
$4,328,056,000 | 0.71% |
| Pure Storage Inc |
18.51%
66,244
|
$4,326,396,000 | 0.71% |
| Abrdn Silver Etf Trust |
14.35%
136,180
|
$4,090,849,000 | 0.67% |
| KLA Corp. |
77.30%
4,773
|
$4,071,432,000 | 0.67% |
| Jpmorgan Chase Co. |
5.94%
19,593
|
$4,064,624,000 | 0.66% |
| Applied Matls Inc |
4.67%
15,832
|
$3,819,536,000 | 0.62% |
| Twilio Inc |
121.96%
66,334
|
$3,781,700,000 | 0.62% |
| Merck Co Inc |
7.96%
28,560
|
$3,683,391,000 | 0.60% |
| Eaton Corp Plc |
155.35%
11,197
|
$3,681,817,000 | 0.60% |
| Berkshire Hathaway Inc. |
20.62%
8,715
|
$3,649,472,000 | 0.60% |
| Dimensional Etf Trust |
66.05%
252,279
|
$8,303,749,000 | 1.36% |
| Energy Transfer L P |
13.29%
211,512
|
$3,449,765,000 | 0.56% |
| Starbucks Corp. |
1.56%
46,196
|
$3,386,196,000 | 0.55% |
| Pnc Finl Svcs Group Inc |
Opened
19,848
|
$3,340,418,000 | 0.55% |
| Alteryx Inc |
Closed
56,719
|
$3,337,346,000 | |
| VanEck ETF Trust |
171.97%
116,813
|
$4,678,005,000 | 0.76% |
| Freeport-McMoRan Inc |
21.66%
62,386
|
$3,213,490,000 | 0.53% |
| International Business Machs |
7.19%
17,025
|
$3,035,742,000 | 0.50% |
| Schwab Charles Corp |
34.81%
39,145
|
$2,978,155,000 | 0.49% |
| Chevron Corp. |
2.78%
19,175
|
$2,977,150,000 | 0.49% |
| Visa Inc |
3.20%
11,254
|
$2,954,858,000 | 0.48% |
| AMGEN Inc. |
350.85%
8,990
|
$2,922,624,000 | 0.48% |
| Emerson Elec Co |
780.01%
25,582
|
$2,920,142,000 | 0.48% |
| Vanguard Index Fds |
5.37%
47,910
|
$11,554,118,000 | 1.89% |
| Boeing Co. |
0.72%
15,457
|
$2,842,710,000 | 0.46% |
| Blackrock Inc. |
42.44%
3,440
|
$2,837,267,000 | 0.46% |
| Vanguard Bd Index Fds |
15.27%
39,485
|
$3,030,254,000 | 0.50% |
| Pepsico Inc |
306.12%
16,976
|
$2,783,160,000 | 0.45% |
| Robert Half Inc |
Closed
33,295
|
$2,682,578,000 | |
| Eli Lilly Co |
0.42%
2,829
|
$2,642,682,000 | 0.43% |
| Pulte Group Inc |
Opened
23,182
|
$2,639,039,000 | 0.43% |
| Lam Research Corp. |
3.96%
2,472
|
$2,620,332,000 | 0.43% |
| Salesforce Inc |
8.30%
10,117
|
$2,540,581,000 | 0.42% |
| Snowflake Inc. |
84.83%
18,298
|
$2,528,349,000 | 0.41% |
| Medtronic Plc |
39.85%
32,049
|
$2,502,074,000 | 0.41% |
| Prologis Inc |
16.51%
20,496
|
$2,467,956,000 | 0.40% |
| Illumina Inc |
920.42%
20,786
|
$2,452,748,000 | 0.40% |
| Lockheed Martin Corp. |
9.54%
5,225
|
$2,405,615,000 | 0.39% |
| American Tower Corp. |
933.70%
11,226
|
$2,326,059,000 | 0.38% |
| EBay Inc. |
Opened
40,509
|
$2,188,309,000 | 0.36% |
| Gentex Corp. |
Opened
63,826
|
$2,179,020,000 | 0.36% |
| Home Depot, Inc. |
0.45%
5,774
|
$2,042,680,000 | 0.33% |
| Abrdn Life Sciences Investor |
21.79%
136,231
|
$2,013,499,000 | 0.33% |
| Avery Dennison Corp. |
Opened
9,114
|
$1,985,394,000 | 0.32% |
| Johnson Johnson |
15.96%
13,258
|
$1,984,720,000 | 0.32% |
| Procter And Gamble Co |
14.18%
11,792
|
$1,952,073,000 | 0.32% |
| Tortoise Energy Infra Corp |
1.76%
54,421
|
$1,939,037,000 | 0.32% |
| Verizon Communications Inc |
1.95%
45,697
|
$1,887,299,000 | 0.31% |
| Ball Corp. |
77.05%
30,812
|
$1,864,126,000 | 0.30% |
| Moderna Inc |
15.01%
14,868
|
$1,826,088,000 | 0.30% |
| Spdr Ser Tr |
58.10%
28,382
|
$1,785,501,000 | 0.29% |
| Wisdomtree Tr |
2.36%
68,215
|
$2,124,981,000 | 0.35% |
| RTX Corp |
38.26%
17,076
|
$1,737,002,000 | 0.28% |
| Zscaler Inc |
36.69%
8,648
|
$1,694,312,000 | 0.28% |
| Intel Corp. |
20.01%
49,088
|
$1,644,445,000 | 0.27% |
| Intuitive Surgical Inc |
1.97%
3,678
|
$1,631,193,000 | 0.27% |
| CVS Health Corp |
Closed
21,686
|
$1,611,487,000 | |
| Select Sector Spdr Tr |
44.47%
20,692
|
$2,314,576,000 | 0.38% |
| Vanguard Scottsdale Fds |
85.81%
31,159
|
$2,591,011,000 | 0.42% |
| General Mtrs Co |
15.39%
30,996
|
$1,485,626,000 | 0.24% |
| Netflix Inc. |
44.98%
2,208
|
$1,441,272,000 | 0.24% |
| Crowdstrike Holdings Inc |
34.23%
3,843
|
$1,423,562,000 | 0.23% |
| Schlumberger Ltd. |
7.83%
30,222
|
$1,395,950,000 | 0.23% |
| T-Mobile US Inc |
28.42%
7,708
|
$1,378,267,000 | 0.23% |
| Proshares Tr |
68.97%
13,000
|
$1,364,220,000 | 0.22% |
| General Dynamics Corp. |
6.68%
4,665
|
$1,325,444,000 | 0.22% |
| Union Pac Corp |
5.18%
5,744
|
$1,313,693,000 | 0.21% |
| Caterpillar Inc. |
71.94%
3,867
|
$1,280,400,000 | 0.21% |
| International Flavorsfragra |
Closed
13,219
|
$1,215,619,000 | |
| Oracle Corp. |
0.21%
8,301
|
$1,185,026,000 | 0.19% |
| Att Inc |
6.10%
61,872
|
$1,166,914,000 | 0.19% |
| Copart, Inc. |
53.38%
21,013
|
$1,152,353,000 | 0.19% |
| Ishares Tr |
Closed
24,694
|
$1,646,992,000 | |
| Hewlett Packard Enterprise C |
39.08%
53,758
|
$1,139,679,000 | 0.19% |
| GE Aerospace |
7.52%
6,984
|
$1,130,776,000 | 0.18% |
| Match Group Inc. |
Opened
35,681
|
$1,125,739,000 | 0.18% |
| Unitedhealth Group Inc |
56.71%
2,169
|
$1,093,957,000 | 0.18% |
| Arista Networks Inc |
30.44%
3,032
|
$1,090,263,000 | 0.18% |
| Bhp Group Ltd |
4.28%
18,018
|
$1,049,180,000 | 0.17% |
| Capital Group Core Equity Et |
39.42%
31,554
|
$1,039,073,000 | 0.17% |
| Aercap Holdings Nv |
Opened
10,844
|
$1,038,421,000 | 0.17% |
| Crocs Inc |
15.58%
7,248
|
$1,035,647,000 | 0.17% |
| Goldman Sachs Group, Inc. |
5.13%
2,128
|
$1,019,740,000 | 0.17% |
| Lululemon Athletica inc. |
179.44%
3,507
|
$1,014,224,000 | 0.17% |
| Cleveland-Cliffs Inc |
23.43%
63,434
|
$1,007,966,000 | 0.16% |
| Asml Holding N V |
4.85%
929
|
$987,063,000 | 0.16% |
| CyberArk Software Ltd |
59.98%
3,633
|
$978,076,000 | 0.16% |
| ServiceNow Inc |
2.37%
1,277
|
$956,652,000 | 0.16% |
| Edwards Lifesciences Corp |
11.52%
10,215
|
$948,463,000 | 0.16% |
| D.R. Horton Inc. |
73.32%
6,283
|
$940,699,000 | 0.15% |
| Gabelli Divid Income Tr |
42.23%
40,508
|
$936,961,000 | 0.15% |
| Adobe Inc |
10.38%
1,637
|
$912,972,000 | 0.15% |
| Gabelli Global Small Mid C |
75.54%
78,340
|
$911,880,000 | 0.15% |
| MP Materials Corp. |
514.00%
61,210
|
$910,797,000 | 0.15% |
| Sprott Fds Tr |
Opened
17,219
|
$909,000,000 | 0.15% |
| Autonation Inc. |
20.00%
5,295
|
$901,633,000 | 0.15% |
| Pfizer Inc. |
5.25%
31,424
|
$900,610,000 | 0.15% |
| Organon Co |
Opened
42,996
|
$897,756,000 | 0.15% |
| East West Bancorp, Inc. |
11.22%
11,813
|
$895,083,000 | 0.15% |
| Devon Energy Corp. |
10.79%
19,043
|
$883,994,000 | 0.14% |
| United Rentals, Inc. |
17.95%
1,321
|
$880,169,000 | 0.14% |
| Voc Energy Tr |
359.36%
165,296
|
$867,806,000 | 0.14% |
| Lennar Corp. |
Closed
8,126
|
$854,124,000 | |
| Delta Air Lines, Inc. |
Opened
18,579
|
$835,869,000 | 0.14% |
| Arch Cap Group Ltd |
Opened
8,557
|
$830,029,000 | 0.14% |
| Southwest Airls Co |
Closed
25,197
|
$819,910,000 | |
| ABB Ltd. |
Closed
23,849
|
$818,021,000 | |
| Northrop Grumman Corp. |
60.65%
1,858
|
$802,585,000 | 0.13% |
| Vanguard World Fd |
3.47%
4,785
|
$1,225,592,000 | 0.20% |
| Garmin Ltd |
Opened
4,750
|
$792,049,000 | 0.13% |
| Knight-swift Transn Hldgs In |
Closed
13,893
|
$786,066,000 | |
| Listed Fd Tr |
Opened
16,450
|
$783,020,000 | 0.13% |
| Bank America Corp |
15.79%
18,508
|
$773,822,000 | 0.13% |
| Baker Hughes Company |
23.15%
22,047
|
$760,851,000 | 0.12% |
| Progressive Corp. |
1.49%
3,580
|
$758,316,000 | 0.12% |
| Proshares Tr |
Closed
15,000
|
$753,000,000 | |
| Cbre Gbl Real Estate Inc Fd |
12.95%
145,407
|
$751,752,000 | 0.12% |
| Spdr Dow Jones Indl Average |
0.21%
1,876
|
$745,820,000 | 0.12% |
| Advanced Micro Devices Inc. |
22.58%
4,066
|
$739,768,000 | 0.12% |
| Coupang, Inc. |
30.88%
33,486
|
$723,967,000 | 0.12% |
| Capital Group Intl Focus Eqt |
66.54%
26,896
|
$717,043,000 | 0.12% |
| Shell Plc |
10.73%
9,771
|
$713,001,000 | 0.12% |
| Weyerhaeuser Co Mtn Be |
27.60%
24,352
|
$705,229,000 | 0.12% |
| TC Energy Corporation |
Opened
17,937
|
$696,683,000 | 0.11% |
| Corning, Inc. |
Opened
15,368
|
$692,314,000 | 0.11% |
| Mastercard Incorporated |
2.88%
1,573
|
$686,595,000 | 0.11% |
| Ishares Tr |
Opened
33,763
|
$2,331,466,000 | 0.38% |
| Bristol-Myers Squibb Co. |
14.03%
16,677
|
$679,602,000 | 0.11% |
| Novo-nordisk A S |
9.94%
4,843
|
$677,003,000 | 0.11% |
| Capital Group Growth Etf |
4.37%
20,097
|
$675,663,000 | 0.11% |
| Uber Technologies Inc |
Opened
9,129
|
$671,255,000 | 0.11% |
| United Airls Hldgs Inc |
Opened
14,655
|
$668,854,000 | 0.11% |
| Ford Mtr Co Del |
8.49%
49,221
|
$663,013,000 | 0.11% |
| Mckesson Corporation |
Opened
1,148
|
$660,464,000 | 0.11% |
| Dimensional Etf Trust |
Opened
10,589
|
$653,656,000 | 0.11% |
| Tjx Cos Inc New |
83.58%
5,697
|
$649,124,000 | 0.11% |
| Astrazeneca plc |
60.44%
8,311
|
$647,759,000 | 0.11% |
| Micron Technology Inc. |
12.11%
4,948
|
$644,423,000 | 0.11% |
| Hilton Worldwide Holdings Inc |
Opened
2,949
|
$639,520,000 | 0.10% |
| Thermo Fisher Scientific Inc. |
71.65%
1,176
|
$638,225,000 | 0.10% |
| Honda Motor |
6.93%
19,567
|
$629,655,000 | 0.10% |
| Nutanix Inc |
13.16%
10,854
|
$615,421,000 | 0.10% |
| Elastic N.V |
3.48%
4,998
|
$602,809,000 | 0.10% |
| Bumble Inc |
311.60%
65,103
|
$599,599,000 | 0.10% |
| Vmware Inc. |
Closed
4,779
|
$596,627,000 | |
| Blackrock Muniyield Fd Inc |
114.21%
54,185
|
$595,493,000 | 0.10% |
| Eog Res Inc |
33.39%
4,625
|
$592,786,000 | 0.10% |
| Nucor Corp. |
Closed
3,827
|
$591,204,000 | |
| Global X Fds |
89.11%
12,385
|
$585,418,000 | 0.10% |
| Olin Corp. |
30.65%
12,204
|
$580,661,000 | 0.09% |
| Altria Group Inc. |
3.99%
12,326
|
$580,315,000 | 0.09% |
| Meritage Homes Corp. |
55.01%
3,316
|
$579,604,000 | 0.09% |
| Alibaba Group Hldg Ltd |
31.68%
7,324
|
$575,080,000 | 0.09% |
| Skyworks Solutions, Inc. |
13.47%
5,165
|
$567,843,000 | 0.09% |
| Quanta Svcs Inc |
21.44%
2,144
|
$566,316,000 | 0.09% |
| Zoetis Inc |
5.67%
3,178
|
$564,799,000 | 0.09% |
| Kimberly-Clark Corp. |
2.32%
3,998
|
$563,815,000 | 0.09% |
| VanEck ETF Trust |
Opened
2,080
|
$563,722,000 | 0.09% |
| QuantumScape Corporation |
9.80%
79,741
|
$562,971,000 | 0.09% |
| Toronto Dominion Bk Ont |
16.88%
9,980
|
$561,858,000 | 0.09% |
| Kyndryl Hldgs Inc |
17.08%
21,244
|
$558,919,000 | 0.09% |
| Ferrari N.V. |
14.77%
1,298
|
$555,990,000 | 0.09% |
| Lowes Cos Inc |
81.64%
2,405
|
$552,446,000 | 0.09% |
| Mcdonalds Corp |
11.52%
2,151
|
$548,086,000 | 0.09% |
| Capital Group Gbl Growth Eqt |
16.26%
17,922
|
$538,904,000 | 0.09% |
| Valero Energy Corp. |
7.24%
3,646
|
$534,649,000 | 0.09% |
| PayPal Holdings Inc |
Opened
8,820
|
$529,109,000 | 0.09% |
| Spdr Sp 500 Etf Tr |
44.53%
951
|
$529,105,000 | 0.09% |
| Splunk Inc |
Closed
5,491
|
$526,477,000 | |
| Disney Walt Co |
57.56%
5,396
|
$521,219,000 | 0.09% |
| JD.com Inc |
78.26%
18,175
|
$520,337,000 | 0.09% |
| Spdr Gold Tr |
9.13%
2,320
|
$517,940,000 | 0.08% |
| Coca-Cola Co |
6.88%
8,181
|
$516,243,000 | 0.08% |
| Packaging Corp Amer |
27.98%
2,804
|
$512,487,000 | 0.08% |
| Accenture Plc Ireland |
Opened
1,708
|
$508,967,000 | 0.08% |
| Warner Bros.Discovery Inc |
168.90%
68,347
|
$504,403,000 | 0.08% |
| News Corp |
Opened
17,755
|
$494,299,000 | 0.08% |
| Martin Marietta Matls Inc |
Opened
876
|
$486,837,000 | 0.08% |
| General Mls Inc |
68.32%
7,698
|
$486,287,000 | 0.08% |
| NIO Inc |
81.07%
103,306
|
$483,474,000 | 0.08% |
| Boston Scientific Corp. |
50.73%
6,192
|
$476,103,000 | 0.08% |
| Harley-Davidson, Inc. |
Opened
13,986
|
$475,811,000 | 0.08% |
| Suncor Energy, Inc. |
Opened
12,410
|
$474,419,000 | 0.08% |
| Bny Mellon Strategic Muns In |
56.42%
76,034
|
$472,934,000 | 0.08% |
| Rio Tinto plc |
4.62%
6,928
|
$471,658,000 | 0.08% |
| Vertex Pharmaceuticals, Inc. |
22.38%
957
|
$470,854,000 | 0.08% |
| RELX Plc |
11.48%
10,302
|
$470,801,000 | 0.08% |
| Generac Holdings Inc |
Opened
3,152
|
$467,914,000 | 0.08% |
| Johnson Ctls Intl Plc |
Opened
6,643
|
$463,028,000 | 0.08% |
| American Intl Group Inc |
Opened
5,954
|
$458,241,000 | 0.07% |
| Cisco Sys Inc |
77.69%
9,792
|
$457,887,000 | 0.07% |
| Vale S.A. |
11.97%
40,010
|
$455,719,000 | 0.07% |
| Linde Plc. |
20.21%
1,047
|
$455,330,000 | 0.07% |
| Corteva Inc |
Closed
7,520
|
$453,552,000 | |
| Lincoln Natl Corp Ind |
Opened
14,183
|
$453,139,000 | 0.07% |
| Fedex Corp |
5.59%
1,511
|
$452,602,000 | 0.07% |
| Thomson-Reuters Corp |
Closed
3,462
|
$450,517,000 | |
| Marvell Technology Inc |
32.56%
6,192
|
$446,969,000 | 0.07% |
| Consolidated Edison, Inc. |
0.65%
4,860
|
$444,496,000 | 0.07% |
| Allegiant Travel |
14.47%
9,049
|
$444,215,000 | 0.07% |
| CDW Corp |
47.51%
1,981
|
$443,323,000 | 0.07% |
| Cummins Inc. |
Closed
1,846
|
$441,089,000 | |
| Humana Inc. |
34.26%
1,156
|
$438,838,000 | 0.07% |
| Genuine Parts Co. |
71.33%
3,173
|
$433,146,000 | 0.07% |
| Southern Copper Corporation |
26.00%
3,775
|
$432,577,000 | 0.07% |
| Gilead Sciences, Inc. |
Opened
6,171
|
$431,755,000 | 0.07% |
| Fidelity Covington Trust |
14.45%
14,635
|
$710,565,000 | 0.12% |
| Abbvie Inc |
24.80%
2,486
|
$422,464,000 | 0.07% |
| American Express Co. |
0.74%
1,769
|
$422,349,000 | 0.07% |
| Honeywell International Inc |
61.32%
1,940
|
$416,841,000 | 0.07% |
| TE Connectivity Ltd |
80.02%
2,688
|
$415,987,000 | 0.07% |
| Texas Instrs Inc |
57.10%
2,060
|
$412,055,000 | 0.07% |
| TotalEnergies SE |
6.19%
5,988
|
$409,639,000 | 0.07% |
| KraneShares Trust |
Opened
14,297
|
$409,466,000 | 0.07% |
| Conocophillips |
2.34%
3,592
|
$409,464,000 | 0.07% |
| Spdr Index Shs Fds |
35.09%
6,866
|
$409,262,000 | 0.07% |
| Marathon Pete Corp |
10.75%
2,483
|
$407,932,000 | 0.07% |
| Flowserve Corp. |
Opened
8,329
|
$401,291,000 | 0.07% |
| Spdr Ser Tr |
Opened
4,095
|
$401,146,000 | 0.07% |
| Eaton Vance Tx Adv Glbl Div |
7.71%
20,856
|
$398,770,000 | 0.07% |
| Toyota Motor Corporation |
12.37%
1,956
|
$398,496,000 | 0.07% |
| Arcadium Lithium Plc |
Opened
112,740
|
$397,972,000 | 0.07% |
| Kinross Gold Corp. |
38.48%
43,194
|
$396,518,000 | 0.06% |
| Autodesk Inc. |
Opened
1,593
|
$396,291,000 | 0.06% |
| Deere Co |
44.81%
1,069
|
$386,550,000 | 0.06% |
| Archer Daniels Midland Co. |
Closed
4,815
|
$383,563,000 | |
| Williams Cos Inc |
19.31%
8,803
|
$375,613,000 | 0.06% |
| Atmos Energy Corp. |
Closed
3,329
|
$374,046,000 | |
| Shopify Inc |
Opened
5,726
|
$373,965,000 | 0.06% |
| Molson Coors Beverage Company |
Closed
7,145
|
$369,254,000 | |
| Sanofi |
5.67%
7,208
|
$369,122,000 | 0.06% |
| CSX Corp. |
20.07%
10,930
|
$368,778,000 | 0.06% |
| Vanguard Star Fds |
16.93%
5,911
|
$368,522,000 | 0.06% |
| Kinder Morgan Inc |
0.86%
18,247
|
$367,860,000 | 0.06% |
| Everest Re Group Ltd |
Closed
1,021
|
$365,538,000 | |
| Fastly Inc |
Opened
48,771
|
$364,807,000 | 0.06% |
| HCA Healthcare Inc |
12.22%
1,148
|
$364,501,000 | 0.06% |
| Transocean Ltd |
310.81%
69,781
|
$361,466,000 | 0.06% |
| BorgWarner Inc |
Opened
10,889
|
$360,861,000 | 0.06% |
| Synopsys, Inc. |
Opened
590
|
$359,157,000 | 0.06% |
| Wells Fargo Co New |
Opened
5,936
|
$357,110,000 | 0.06% |
| Sp Global Inc |
Opened
753
|
$356,335,000 | 0.06% |
| Chipotle Mexican Grill |
5,131.36%
6,173
|
$355,256,000 | 0.06% |
| Tidewater Inc. |
Opened
3,651
|
$354,731,000 | 0.06% |
| Newmont Corp |
Opened
7,473
|
$352,501,000 | 0.06% |
| Qorvo Inc |
17.26%
2,874
|
$352,094,000 | 0.06% |
| Elanco Animal Health Inc |
129.73%
25,716
|
$351,538,000 | 0.06% |
| Uwm Holdings Corporation |
6.60%
47,101
|
$351,372,000 | 0.06% |
| International Paper Co. |
14.60%
8,172
|
$350,665,000 | 0.06% |
| C3.ai Inc |
33.98%
11,723
|
$349,345,000 | 0.06% |
| Realty Income Corp. |
0.27%
6,344
|
$348,920,000 | 0.06% |
| Amerisourcebergen Corp |
Closed
2,152
|
$344,477,000 | |
| Blackrock Invt Quality Mun T |
2.28%
28,270
|
$340,654,000 | 0.06% |
| Woodside Energy Group Ltd |
Opened
17,163
|
$339,650,000 | 0.06% |
| BP plc |
2.18%
9,614
|
$336,969,000 | 0.06% |
| AES Corp. |
Closed
13,990
|
$336,879,000 | |
| Parker-Hannifin Corp. |
Opened
634
|
$334,854,000 | 0.05% |
| Air Prods Chems Inc |
Closed
1,164
|
$334,312,000 | |
| Sony Group Corp |
4.30%
3,489
|
$333,653,000 | 0.05% |
| National Grid Plc |
4.75%
5,201
|
$326,871,000 | 0.05% |
| Coterra Energy Inc |
0.22%
11,925
|
$321,856,000 | 0.05% |
| Principal Financial Group In |
37.94%
3,831
|
$321,370,000 | 0.05% |
| Idexx Labs Inc |
46.76%
656
|
$319,984,000 | 0.05% |
| Quest Diagnostics, Inc. |
Closed
2,250
|
$318,330,000 | |
| Tandem Diabetes Care Inc |
Opened
6,962
|
$314,961,000 | 0.05% |
| Illinois Tool Wks Inc |
3.82%
1,310
|
$314,603,000 | 0.05% |
| Incyte Corp. |
38.01%
5,036
|
$313,692,000 | 0.05% |
| NextEra Energy Inc |
Closed
4,058
|
$312,776,000 | |
| Darden Restaurants, Inc. |
28.26%
2,233
|
$312,531,000 | 0.05% |
| Allstate Corp (The) |
Opened
1,916
|
$310,469,000 | 0.05% |
| Automatic Data Processing In |
5.47%
1,314
|
$309,618,000 | 0.05% |
| Tenet Healthcare Corp. |
Opened
2,292
|
$306,509,000 | 0.05% |
| Vodafone Group plc |
71.27%
33,052
|
$303,748,000 | 0.05% |
| Mosaic Co New |
32.95%
10,794
|
$303,207,000 | 0.05% |
| Masimo Corp |
Opened
2,721
|
$302,875,000 | 0.05% |
| Mitsubishi Ufj Finl Group In |
10.27%
27,291
|
$302,657,000 | 0.05% |
| Ouster Inc |
Opened
23,168
|
$300,257,000 | 0.05% |
| Albemarle Corp. |
Opened
3,065
|
$300,217,000 | 0.05% |
| Nike, Inc. |
Closed
2,446
|
$300,030,000 | |
| Barrick Gold Corp. |
20.05%
16,542
|
$299,904,000 | 0.05% |
| Direxion Shs Etf Tr |
10.93%
6,355
|
$299,193,000 | 0.05% |
| Workday Inc |
18.94%
1,319
|
$299,162,000 | 0.05% |
| Entergy Corp. |
30.81%
2,747
|
$298,022,000 | 0.05% |
| Planet Labs Pbc |
564.44%
151,412
|
$296,768,000 | 0.05% |
| Vanguard Index Fds |
Opened
1,323
|
$295,933,000 | 0.05% |
| Ge Vernova Inc |
Opened
1,647
|
$291,025,000 | 0.05% |
| Direxion Shs Etf Tr |
Closed
5,000
|
$288,350,000 | |
| Invesco Actvely Mngd Etc Fd |
38.76%
20,449
|
$288,334,000 | 0.05% |
| Thomson-Reuters Corp |
Opened
1,744
|
$287,968,000 | 0.05% |
| Intuit Inc |
7.51%
456
|
$287,011,000 | 0.05% |
| Welltower Inc. |
Opened
2,732
|
$285,904,000 | 0.05% |
| Vanguard World Fd |
Opened
884
|
$285,161,000 | 0.05% |
| New Relic Inc |
Closed
3,785
|
$284,973,000 | |
| Vanguard Mun Bd Fds |
18.15%
5,630
|
$283,808,000 | 0.05% |
| Oreilly Automotive Inc |
Opened
273
|
$282,006,000 | 0.05% |
| MetLife, Inc. |
86.21%
3,863
|
$279,836,000 | 0.05% |
| PDD Holdings Inc |
Opened
1,979
|
$275,556,000 | 0.05% |
| 3M Co. |
13.06%
2,667
|
$275,263,000 | 0.04% |
| Timberland Bancorp, Inc. |
Opened
10,000
|
$271,800,000 | 0.04% |
| Templeton Dragon Fd Inc |
Opened
33,354
|
$271,498,000 | 0.04% |
| Kayne Anderson Energy Infrst |
Closed
30,981
|
$267,676,000 | |
| Paycom Software Inc |
Opened
1,843
|
$266,277,000 | 0.04% |
| Ametek Inc |
19.67%
1,572
|
$266,171,000 | 0.04% |
| Diageo plc |
6.83%
2,017
|
$265,417,000 | 0.04% |
| Kaiser Aluminum Corp |
Opened
2,909
|
$265,417,000 | 0.04% |
| Cheniere Energy Inc. |
Opened
1,496
|
$263,977,000 | 0.04% |
| Ishares Silver Tr |
1.90%
9,197
|
$263,770,000 | 0.04% |
| Palo Alto Networks Inc |
43.34%
795
|
$263,177,000 | 0.04% |
| Vici Pptys Inc |
9.12%
8,938
|
$262,777,000 | 0.04% |
| Hsbc Hldgs Plc |
Opened
6,036
|
$261,721,000 | 0.04% |
| Magna International Inc. |
Opened
5,841
|
$260,217,000 | 0.04% |
| Nokia Corp |
32.01%
65,820
|
$259,331,000 | 0.04% |
| Teradyne, Inc. |
Opened
1,641
|
$254,041,000 | 0.04% |
| Nutrien Ltd |
14.70%
5,111
|
$253,863,000 | 0.04% |
| Take-two Interactive Softwar |
Opened
1,645
|
$249,250,000 | 0.04% |
| Monolithic Pwr Sys Inc |
Opened
299
|
$248,454,000 | 0.04% |
| Coca-cola Europacific Partne |
Opened
3,328
|
$245,839,000 | 0.04% |
| Interactive Brokers Group In |
Opened
2,007
|
$242,947,000 | 0.04% |
| Paychex Inc. |
52.85%
2,063
|
$241,473,000 | 0.04% |
| Bank America Corp |
Opened
199
|
$239,787,000 | 0.04% |
| Navitas Semiconductor Corp |
232.81%
52,405
|
$239,491,000 | 0.04% |
| Dow Inc |
16.16%
4,544
|
$238,169,000 | 0.04% |
| Biomarin Pharmaceutical Inc. |
2.21%
2,833
|
$237,717,000 | 0.04% |
| DigitalOcean Holdings, Inc. |
Opened
7,120
|
$237,025,000 | 0.04% |
| Telus Corp. |
Closed
11,912
|
$236,572,000 | |
| Select Sector Spdr Tr |
Opened
9,002
|
$692,338,000 | 0.11% |
| Toll Brothers Inc. |
Opened
1,941
|
$235,773,000 | 0.04% |
| Teck Resources Ltd |
Opened
4,758
|
$235,569,000 | 0.04% |
| Palantir Technologies Inc. |
Opened
8,494
|
$234,774,000 | 0.04% |
| Alaska Air Group Inc. |
71.00%
6,191
|
$234,703,000 | 0.04% |
| Canadian Natl Ry Co |
4.24%
1,965
|
$234,641,000 | 0.04% |
| Ralph Lauren Corp |
Opened
1,271
|
$233,788,000 | 0.04% |
| Plains Gp Hldgs L P |
No change
12,000
|
$233,165,000 | 0.04% |
| Viking Therapeutics Inc |
Closed
14,000
|
$233,100,000 | |
| Abbott Labs |
Closed
2,286
|
$231,484,000 | |
| Agnc Invt Corp |
36.70%
22,652
|
$229,914,000 | 0.04% |
| Analog Devices Inc. |
Closed
1,160
|
$228,775,000 | |
| Synchrony Financial |
Opened
4,633
|
$227,295,000 | 0.04% |
| Vanguard Malvern Fds |
Closed
4,700
|
$224,754,000 | |
| HDFC Bank Ltd. |
Closed
3,370
|
$224,678,000 | |
| Expeditors Intl Wash Inc |
37.99%
1,815
|
$222,846,000 | 0.04% |
| British Amern Tob Plc |
Closed
6,335
|
$222,485,000 | |
| Canadian Pacific Kansas City |
Opened
2,667
|
$222,081,000 | 0.04% |
| Epam Sys Inc |
Closed
734
|
$219,466,000 | |
| Blackrock Cr Allocation Inco |
7.40%
19,987
|
$218,855,000 | 0.04% |
| UBS Group AG |
35.06%
7,016
|
$217,706,000 | 0.04% |
| Bank Montreal Que |
31.89%
2,531
|
$216,881,000 | 0.04% |
| Verisk Analytics Inc |
Opened
788
|
$216,771,000 | 0.04% |
| Etsy Inc |
Opened
3,712
|
$216,447,000 | 0.04% |
| Cintas Corporation |
Opened
302
|
$216,196,000 | 0.04% |
| Phillips 66 |
Opened
1,577
|
$215,985,000 | 0.04% |
| Unity Software Inc. |
Opened
13,015
|
$215,008,000 | 0.04% |
| Rocket Lab Usa Inc |
55.31%
40,180
|
$214,159,000 | 0.04% |
| United Parcel Service, Inc. |
19.12%
1,548
|
$214,061,000 | 0.03% |
| Cadence Design System Inc |
Opened
678
|
$212,939,000 | 0.03% |
| Intercontinental Exchange In |
Closed
2,022
|
$210,853,000 | |
| Kraft Heinz Co |
2.55%
6,550
|
$210,769,000 | 0.03% |
| CRISPR Therapeutics AG |
Opened
3,701
|
$210,254,000 | 0.03% |
| Interpublic Group Cos Inc |
Opened
7,267
|
$209,944,000 | 0.03% |
| Amplify Etf Tr |
Opened
16,050
|
$209,614,000 | 0.03% |
| Digital Rlty Tr Inc |
Opened
1,317
|
$207,663,000 | 0.03% |
| L3Harris Technologies Inc |
Opened
891
|
$205,177,000 | 0.03% |
| Amphenol Corp. |
Opened
2,898
|
$201,498,000 | 0.03% |
| Vanguard Bd Index Fds |
Closed
2,606
|
$200,017,000 | |
| Eaton Vance Muni Income Trus |
2.52%
18,865
|
$197,703,000 | 0.03% |
| Gold Fields Ltd |
Closed
14,256
|
$189,890,000 | |
| The Beauty Health Company |
Opened
101,855
|
$187,413,000 | 0.03% |
| Veru Inc |
Opened
199,100
|
$185,442,000 | 0.03% |
| Orange. |
24.39%
16,497
|
$177,508,000 | 0.03% |
| Telefonica S.A |
29.48%
40,353
|
$176,746,000 | 0.03% |
| Cnh Indl N V |
Opened
17,550
|
$175,851,000 | 0.03% |
| Snap Inc |
Closed
15,018
|
$168,352,000 | |
| Clough Global Equity Fd |
Opened
21,900
|
$158,337,000 | 0.03% |
| Ase Technology Hldg Co Ltd |
Opened
12,538
|
$156,725,000 | 0.03% |
| Clough Global Opportunities |
8.25%
27,800
|
$154,291,000 | 0.03% |
| Etf Managers Tr |
Closed
65,174
|
$270,810,000 | |
| Recursion Pharmaceuticals In |
Opened
17,455
|
$134,054,000 | 0.02% |
| Fortress Biotech Inc |
Opened
62,350
|
$122,830,000 | 0.02% |
| KT Corporation |
Closed
10,771
|
$122,143,000 | |
| Matterport Inc |
Opened
27,912
|
$121,417,000 | 0.02% |
| Nuveen Pfd Income Opportun |
Opened
14,206
|
$109,105,000 | 0.02% |
| Blackrock Mun Income Tr |
8.75%
10,621
|
$108,758,000 | 0.02% |
| Telefonica Brasil Sa |
Opened
11,605
|
$103,981,000 | 0.02% |
| Blackrock Enhanced Equity Di |
13.96%
12,469
|
$103,116,000 | 0.02% |
| Invesco Mortgage Capital Inc |
Opened
10,771
|
$102,005,000 | 0.02% |
| Pimco High Income Fd |
18.30%
20,993
|
$100,554,000 | 0.02% |
| Checkpoint Therapeutics Inc |
Opened
42,750
|
$96,188,000 | 0.02% |
| Hello Group Inc |
3.27%
13,898
|
$92,839,000 | 0.02% |
| Xpeng Inc. |
Opened
10,617
|
$92,262,000 | 0.02% |
| SoFi Technologies, Inc. |
Closed
15,145
|
$91,930,000 | |
| Nuveen Pfd Income Secs Fd |
Closed
13,722
|
$88,646,000 | |
| Ambev Sa |
Opened
37,379
|
$79,991,000 | 0.01% |
| Invesco Sr Income Tr |
43.24%
16,500
|
$71,940,000 | 0.01% |
| Diana Shipping Inc |
15.79%
22,000
|
$64,020,000 | 0.01% |
| Appharvest Inc |
Closed
100,898
|
$61,780,000 | |
| Butterfly Network Inc |
17.49%
49,866
|
$57,845,000 | 0.01% |
| Luminar Technologies, Inc. |
Opened
26,294
|
$45,752,000 | 0.01% |
| Ouster Inc |
Closed
45,375
|
$37,965,000 | |
| Virtus Convertible Income |
No change
11,000
|
$36,850,000 | 0.01% |
| Eupraxia Pharmaceuticals Inc |
Opened
13,000
|
$34,060,000 | 0.01% |
| Ginkgo Bioworks Holdings Inc |
26.49%
21,810
|
$6,984,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 424 holdings | |||
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- St. James Investment
- Formidable Asset Management
- Maytech Global Investments
- Moneco Advisors
- Naviter Wealth
- Sharkey, Howes & Javer