180 Wealth Advisors, LLC Portfolio Holdings

180 Wealth Advisors, LLC

  • $632 Million
  • Q4 2024

180 Wealth Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $632 Million distributed in 430 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $46.1M, Apple Inc. with a value of $26.8M, Nvidia Corp with a value of $26.5M, Amazon Com Inc with a value of $19.9M, and Broadcom Inc. with a value of $15.1M.

Examining the 13F form we can see an increase of $2.86M in the current position value, from $629M to 632M.

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

Portfolio value $632 Million
Technology: $178 Million
ETFs: $148 Million
Consumer Cyclical: $66.6 Million
Financial Services: $51.7 Million
Communication Services: $45.6 Million
Healthcare: $45.4 Million
Industrials: $34.9 Million
Energy: $21.8 Million
Other: $38.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31T
$46.1 Million 7.29% of portfolio
109,345
Q4 2024 Reduced 0.48%
$3.58T
$26.8 Million 4.23% of portfolio
106,853
Q4 2024 Reduced 0.09%
$355B
$26.5 Million 4.19% of portfolio
197,087
Q4 2024 Added 9.25%
$2.39T
$19.9 Million 3.15% of portfolio
90,831
Q4 2024 Reduced 0.08%
$99.1B
$15.1 Million 2.39% of portfolio
65,256
Q4 2024 Reduced 2.68%
$1.28T
$13.7 Million 2.16% of portfolio
33,848
Q4 2024 Reduced 2.86%
$1.55B
$13.5 Million 2.14% of portfolio
2,105,707
Q4 2024 Added 1.02%
$1.46T
$8.75 Million 1.38% of portfolio
14,832
Q4 2024 Reduced 1.61%
$0
$8.45 Million 1.34% of portfolio
46,414
Q4 2024 Reduced 0.77%
$0
$8.17 Million 1.29% of portfolio
64,021
Q4 2024 Reduced 0.1%
$416B
$7.45 Million 1.18% of portfolio
8,127
Q4 2024 Reduced 0.96%
$0
$7.41 Million 1.17% of portfolio
168,316
Q4 2024 Added 9.19%
$3.84B
$7.27 Million 1.15% of portfolio
290,464
Q4 2024 Added 1.97%
$23.6B
$7.16 Million 1.13% of portfolio
66,204
Q4 2024 Reduced 2.37%
$1.23T
$6.99 Million 1.11% of portfolio
36,718
Q4 2024 Reduced 0.95%
$1.2T
$6.98 Million 1.1% of portfolio
36,889
Q4 2024 Reduced 0.5%
$6.5B
$6.17 Million 0.98% of portfolio
485,354
Q4 2024 Added 3.96%
$0
$5.58 Million 0.88% of portfolio
483,458
Q4 2024 Added 2.11%
$0
$5.44 Million 0.86% of portfolio
637,370
Q4 2024 Added 9.92%
$1.15T
$5.42 Million 0.86% of portfolio
27,455
Q4 2024 Reduced 3.36%
$0
$5.4 Million 0.85% of portfolio
58,286
Q4 2024 Reduced 1.6%
$166B
$5.03 Million 0.79% of portfolio
133,939
Q4 2024 Added 4.38%
$0
$4.96 Million 0.78% of portfolio
176,329
Q4 2024 Added 3.17%
$0
$4.6 Million 0.73% of portfolio
45,686
Q4 2024 Reduced 1.29%
$777B
$4.55 Million 0.72% of portfolio
18,996
Q4 2024 Reduced 1.74%
$80.6B
$4.52 Million 0.71% of portfolio
23,414
Q4 2024 Added 13.72%
$0
$4.47 Million 0.71% of portfolio
55,932
Q4 2024 Added 0.07%
$55.7B
$4.28 Million 0.68% of portfolio
27,690
Q4 2024 Added 0.71%
$0
$4.22 Million 0.67% of portfolio
80,518
Q4 2024 Reduced 1.35%
$603B
$4.11 Million 0.65% of portfolio
9,074
Q4 2024 Added 1.58%
$65B
$4.07 Million 0.64% of portfolio
207,888
Q4 2024 Reduced 0.77%
$1.43B
$4.06 Million 0.64% of portfolio
147,202
Q4 2024 Added 2.75%
$113B
$3.96 Million 0.63% of portfolio
43,405
Q4 2024 Reduced 3.75%
$193B
$3.96 Million 0.63% of portfolio
25,752
Q4 2024 Added 6.58%
$21.6B
$3.96 Million 0.63% of portfolio
64,535
Q4 2024 Reduced 1.73%
$0
$3.95 Million 0.62% of portfolio
135,335
Q4 2024 Added 5.48%
$147B
$3.73 Million 0.59% of portfolio
11,232
Q4 2024 Reduced 0.35%
$540B
$3.66 Million 0.58% of portfolio
11,587
Q4 2024 Added 1.31%
$201B
$3.52 Million 0.56% of portfolio
16,002
Q4 2024 Reduced 3.53%
$0
$3.52 Million 0.56% of portfolio
57,396
Q4 2024 Reduced 7.22%
$334B
$3.46 Million 0.55% of portfolio
10,339
Q4 2024 Added 2.24%
$56B
$3.47 Million 0.55% of portfolio
16,686
Q4 2024 Added 4.67%
$453B
$3.49 Million 0.55% of portfolio
32,416
Q4 2024 Reduced 27.29%
$0
$3.33 Million 0.53% of portfolio
98,243
Q4 2024 Added 4.12%
$77.2B
$3.3 Million 0.52% of portfolio
26,646
Q4 2024 Added 1.48%
$0
$3.28 Million 0.52% of portfolio
81,050
Q4 2024 Added 2.84%
$242B
$3.14 Million 0.5% of portfolio
31,523
Q4 2024 Added 7.42%
$149B
$3.12 Million 0.49% of portfolio
42,090
Q4 2024 Added 3.22%
$0
$2.9 Million 0.46% of portfolio
10,010
Q4 2024 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 430
  • Current Value $632 Million
  • Prior Value $629 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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