180 Wealth Advisors, LLC Portfolio Holdings

180 Wealth Advisors, LLC

  • $613 Million
  • Q1 2025

180 Wealth Advisors, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $613 Million distributed in 413 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.9M, Apple Inc. with a value of $23.1M, Nvidia Corp with a value of $21.4M, Amazon Com Inc with a value of $17.8M, and Mannkind Corp with a value of $11M.

Examining the 13F form we can see an decrease of $19.1M in the current position value, from $632M to 613M.

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

Portfolio value $613 Million
Technology: $156 Million
ETFs: $156 Million
Financial Services: $57.6 Million
Consumer Cyclical: $55.2 Million
Communication Services: $44.3 Million
Healthcare: $43.9 Million
Industrials: $29.4 Million
Energy: $24.4 Million
Other: $45.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.26B
$8.61 Million 1.4% of portfolio
292,859
Q1 2025 Added 0.82%
$0
$8.33 Million 1.36% of portfolio
45,737
Q1 2025 Reduced 1.46%
$0
$8.15 Million 1.33% of portfolio
179,975
Q1 2025 Added 6.93%
$0
$8.13 Million 1.33% of portfolio
63,774
Q1 2025 Reduced 0.39%
$0
$7.45 Million 1.21% of portfolio
496,831
Q1 2025 Added 2.77%
$0
$6.69 Million 1.09% of portfolio
175,646
Q1 2025 Reduced 0.39%
$0
$5.25 Million 0.86% of portfolio
57,445
Q1 2025 Reduced 1.44%
$1.59B
$4.92 Million 0.8% of portfolio
151,563
Q1 2025 Added 2.96%
$0
$4.78 Million 0.78% of portfolio
104,994
Q1 2025 Added 6.87%
$0
$4.66 Million 0.76% of portfolio
78,321
Q1 2025 Reduced 2.73%
$0
$4.63 Million 0.75% of portfolio
55,564
Q1 2025 Reduced 0.66%
$0
$4.46 Million 0.73% of portfolio
141,672
Q1 2025 Added 4.68%
$0
$4.24 Million 0.69% of portfolio
44,073
Q1 2025 Reduced 3.53%
$0
$3.23 Million 0.53% of portfolio
52,881
Q1 2025 Reduced 7.87%
$0
$3.2 Million 0.52% of portfolio
43,269
Q1 2025 Added 3.33%
$0
$3.12 Million 0.51% of portfolio
81,585
Q1 2025 Added 0.66%
$0
$2.5 Million 0.41% of portfolio
32,758
Q1 2025 Reduced 0.85%
$0
$2.38 Million 0.39% of portfolio
25,665
Q1 2025 Reduced 4.29%
$0
$2.37 Million 0.39% of portfolio
30,235
Q1 2025 Reduced 8.04%
$0
$2.34 Million 0.38% of portfolio
4,580
Q1 2025 Reduced 0.37%
$0
$2.34 Million 0.38% of portfolio
25,365
Q1 2025 Added 10.53%
$0
$2.24 Million 0.37% of portfolio
14,101
Q1 2025 Reduced 1.14%
$0
$2.05 Million 0.33% of portfolio
65,760
Q1 2025 Reduced 1.65%
$0
$1.96 Million 0.32% of portfolio
35,835
Q1 2025 Added 40.28%
$0
$1.96 Million 0.32% of portfolio
34,652
Q1 2025 Added 5.96%
$0
$1.89 Million 0.31% of portfolio
31,606
Q1 2025 Added 31.59%
$0
$1.84 Million 0.3% of portfolio
22,672
Q1 2025 Added 0.28%
$0
$1.86 Million 0.3% of portfolio
58,150
Q1 2025 Added 0.23%
$0
$1.83 Million 0.3% of portfolio
15,766
Q1 2025 Added 1.38%
$0
$1.82 Million 0.3% of portfolio
9,818
Q1 2025 Reduced 1.07%
$0
$1.81 Million 0.3% of portfolio
69,745
Q1 2025 Added 6.92%
$0
$1.48 Million 0.24% of portfolio
13,393
Q1 2025 Added 0.43%
$0
$1.48 Million 0.24% of portfolio
36,316
Q1 2025 Added 9.12%
$0
$1.44 Million 0.24% of portfolio
12,083
Q1 2025 Reduced 1.35%
$0
$1.16 Million 0.19% of portfolio
2,482
Q1 2025 Reduced 1.35%
$0
$1.03 Million 0.17% of portfolio
30,871
Q1 2025 Reduced 2.23%
$0
$1.05 Million 0.17% of portfolio
4,728
Q1 2025 Added 33.18%
$0
$1.03 Million 0.17% of portfolio
29,271
Q1 2025 Added 23.78%
$0
$1 Million 0.16% of portfolio
36,652
Q1 2025 Added 5.98%
$0
$904,000 0.15% of portfolio
2,443
Q1 2025 Reduced 2.48%
$0
$835,000 0.14% of portfolio
25,738
Q1 2025 Added 21.81%
$0
$833,000 0.14% of portfolio
8,018
Q1 2025 Reduced 0.51%
$0
$889,000 0.14% of portfolio
1,593
Q1 2025 Reduced 1.85%
$0
$787,000 0.13% of portfolio
1,876
Q1 2024 Added 0.05%
$0
$766,000 0.12% of portfolio
31,776
Q1 2025 Added 6.74%
$0
$719,000 0.12% of portfolio
20,985
Q1 2025 Reduced 7.53%
$0
$720,000 0.12% of portfolio
3,853
Q1 2025 Reduced 1.31%
$0
$646,000 0.11% of portfolio
3,132
Q1 2025 Reduced 0.1%
$0
$692,000 0.11% of portfolio
7,390
Q1 2025 Reduced 9.45%

Summary

  • Portfolio
  • No. of Stocks 413
  • Current Value $613 Million
  • Prior Value $632 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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