180 Wealth Advisors, LLC Portfolio Holdings

180 Wealth Advisors, LLC

  • $693 Million
  • Q2 2025

180 Wealth Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $693 Million distributed in 426 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.7M, Nvidia Corp with a value of $31.1M, Apple Inc. with a value of $21.6M, Amazon Com Inc with a value of $20.8M, and Broadcom Inc. with a value of $17.1M.

Examining the 13F form we can see an increase of $79.9M in the current position value, from $613M to 693M.

Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $693 Million
Technology: $195 Million
ETFs: $176 Million
Financial Services: $63.4 Million
Consumer Cyclical: $60.9 Million
Communication Services: $50.1 Million
Healthcare: $43.3 Million
Industrials: $32.4 Million
Energy: $23.4 Million
Other: $47.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$52.7 Million 7.6% of portfolio
105,863
Q2 2025 Reduced 5.25%
$456B
$31.1 Million 4.49% of portfolio
197,103
Q2 2025 Reduced 0.36%
$3.69T
$21.6 Million 3.12% of portfolio
105,291
Q2 2025 Added 1.33%
$2.26T
$20.8 Million 3.0% of portfolio
94,638
Q2 2025 Added 1.2%
$127B
$17.1 Million 2.46% of portfolio
61,974
Q2 2025 Reduced 3.54%
$1.78T
$10.8 Million 1.56% of portfolio
14,666
Q2 2025 Reduced 0.79%
$1.08T
$10.7 Million 1.54% of portfolio
33,595
Q2 2025 Added 0.02%
$942M
$9.66 Million 1.39% of portfolio
2,582,010
Q2 2025 Added 17.65%
$0
$9.35 Million 1.35% of portfolio
189,123
Q2 2025 Added 5.08%
$4.64B
$9.24 Million 1.33% of portfolio
292,910
Q2 2025 Added 0.02%
$0
$9.12 Million 1.32% of portfolio
512,226
Q2 2025 Added 3.1%
$0
$8.45 Million 1.22% of portfolio
63,355
Q2 2025 Reduced 0.66%
$0
$8.19 Million 1.18% of portfolio
44,987
Q2 2025 Reduced 1.64%
$0
$7.66 Million 1.11% of portfolio
810,666
Q2 2025 Added 13.48%
$0
$7.6 Million 1.1% of portfolio
173,495
Q2 2025 Reduced 1.22%
$16.5B
$7.65 Million 1.1% of portfolio
61,526
Q2 2025 Reduced 3.55%
$4.91B
$6.83 Million 0.99% of portfolio
533,525
Q2 2025 Reduced 3.03%
$1.24T
$6.77 Million 0.98% of portfolio
38,157
Q2 2025 Added 1.84%
$281B
$6.58 Million 0.95% of portfolio
67,258
Q2 2025 Reduced 2.04%
$1.21T
$6.37 Million 0.92% of portfolio
36,141
Q2 2025 Reduced 0.42%
$1.27T
$6.11 Million 0.88% of portfolio
26,979
Q2 2025 Reduced 0.18%
$61.8B
$5.92 Million 0.85% of portfolio
26,475
Q2 2025 Reduced 2.51%
$0
$5.6 Million 0.81% of portfolio
161,981
Q2 2025 Added 14.34%
$0
$5.58 Million 0.81% of portfolio
107,204
Q2 2025 Added 2.1%
$621B
$5.43 Million 0.78% of portfolio
11,185
Q2 2025 Added 5.25%
$0
$5.38 Million 0.78% of portfolio
56,816
Q2 2025 Reduced 1.09%
$859B
$5.43 Million 0.78% of portfolio
18,734
Q2 2025 Reduced 1.5%
$1.79B
$5.36 Million 0.77% of portfolio
155,650
Q2 2025 Added 2.7%
$141B
$5.18 Million 0.75% of portfolio
145,191
Q2 2025 Added 2.11%
$0
$5.04 Million 0.73% of portfolio
55,874
Q2 2025 Added 0.56%
$0
$5.01 Million 0.72% of portfolio
78,991
Q2 2025 Added 0.86%
$0
$4.65 Million 0.67% of portfolio
43,120
Q2 2025 Reduced 2.16%
$173B
$4.38 Million 0.63% of portfolio
27,493
Q2 2025 Added 1.83%
$77.3B
$4.37 Million 0.63% of portfolio
23,420
Q2 2025 Reduced 10.49%
$210B
$4.36 Million 0.63% of portfolio
14,778
Q2 2025 Reduced 5.14%
$145B
$4.17 Million 0.6% of portfolio
11,676
Q2 2025 Added 3.44%
$551B
$4.07 Million 0.59% of portfolio
11,472
Q2 2025 Reduced 0.94%
$179B
$3.99 Million 0.58% of portfolio
43,728
Q2 2025 Added 2.0%
$108B
$3.73 Million 0.54% of portfolio
40,712
Q2 2025 Reduced 5.07%
$78.6B
$3.76 Million 0.54% of portfolio
28,191
Q2 2025 Added 1.89%
$254B
$3.58 Million 0.52% of portfolio
5,063
Q2 2025 Reduced 1.29%
$0
$3.62 Million 0.52% of portfolio
85,354
Q2 2025 Added 4.62%
$0
$3.54 Million 0.51% of portfolio
44,219
Q2 2025 Added 2.2%
$17.8B
$3.56 Million 0.51% of portfolio
61,828
Q2 2025 Reduced 2.41%
$57.8B
$3.44 Million 0.5% of portfolio
15,749
Q2 2025 Added 2.43%
$442B
$3.5 Million 0.5% of portfolio
32,427
Q2 2025 Reduced 1.03%
$53.7B
$3.43 Million 0.5% of portfolio
189,299
Q2 2025 Reduced 8.68%
$15.3B
$3.35 Million 0.48% of portfolio
35,164
Q2 2025 Added 8.37%
$53.3B
$3.34 Million 0.48% of portfolio
44,905
Q2 2025 Added 1.0%

Summary

  • Portfolio
  • No. of Stocks 426
  • Current Value $693 Million
  • Prior Value $613 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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