180 Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $555 Million distributed in 404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.1M, Apple Inc. with a value of $18.4M, Nvidia Corp with a value of $17.8M, Amazon Com Inc with a value of $16.8M, and Broadcom Inc. with a value of $9.75M.

Examining the 13F form we can see an increase of $52.3M in the current position value, from $502M to 555M.

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

Portfolio value $555 Million
Technology: $155 Million
ETFs: $129 Million
Consumer Cyclical: $56 Million
Financial Services: $43.3 Million
Healthcare: $40.1 Million
Communication Services: $37.9 Million
Industrials: $30.2 Million
Energy: $23 Million
Other: $39.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 404
  • Current Value $555 Million
  • Prior Value $502 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 40 stocks
  • Additional Purchases 222 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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