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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.35 Million 1.35% of portfolio
189,123
Q2 2025 Added 5.08%
$5.04B
$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
$7.6 Million 1.1% of portfolio
173,495
Q2 2025 Reduced 1.22%
$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%
$0
$5.38 Million 0.78% of portfolio
56,816
Q2 2025 Reduced 1.09%
$1.94B
$5.36 Million 0.77% of portfolio
155,650
Q2 2025 Added 2.7%
$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%
$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%
$0
$2.94 Million 0.42% of portfolio
9,687
Q2 2025 Reduced 0.71%
$0
$2.8 Million 0.4% of portfolio
43,853
Q2 2025 Reduced 17.07%
$0
$2.7 Million 0.39% of portfolio
32,302
Q2 2025 Reduced 1.39%
$0
$2.72 Million 0.39% of portfolio
23,135
Q2 2025 New
$0
$2.68 Million 0.39% of portfolio
31,564
Q2 2025 Added 24.44%
$0
$2.6 Million 0.38% of portfolio
4,580
Q1 2025 Reduced 0.37%
$0
$2.47 Million 0.36% of portfolio
36,817
Q2 2025 Added 6.25%
$0
$2.34 Million 0.34% of portfolio
14,217
Q2 2025 Added 0.82%
$0
$2.34 Million 0.34% of portfolio
42,456
Q2 2025 Added 18.48%
$0
$2.25 Million 0.33% of portfolio
28,648
Q2 2025 Reduced 5.25%
$0
$2.27 Million 0.33% of portfolio
65,790
Q2 2025 Added 0.05%
$0
$2.19 Million 0.32% of portfolio
75,545
Q2 2025 Added 8.32%
$0
$2.22 Million 0.32% of portfolio
23,689
Q2 2025 Reduced 7.7%
$0
$2.01 Million 0.29% of portfolio
15,674
Q2 2025 Reduced 0.58%
$0
$1.91 Million 0.28% of portfolio
9,788
Q2 2025 Reduced 0.31%
$0
$1.88 Million 0.27% of portfolio
21,545
Q2 2025 Reduced 4.97%
$0
$1.83 Million 0.26% of portfolio
57,614
Q2 2025 Reduced 0.92%
$0
$1.84 Million 0.26% of portfolio
45,258
Q2 2025 Added 24.62%
$0
$1.46 Million 0.21% of portfolio
30,404
Q2 2025 Added 18.13%
$0
$1.38 Million 0.2% of portfolio
12,538
Q2 2025 Reduced 6.38%
$0
$1.4 Million 0.2% of portfolio
11,988
Q2 2025 Reduced 0.79%
$0
$1.38 Million 0.2% of portfolio
2,497
Q2 2025 Added 0.6%
$0
$1.21 Million 0.18% of portfolio
5,124
Q2 2025 Added 8.38%
$0
$1.23 Million 0.18% of portfolio
2,804
Q2 2025 Added 14.78%
$0
$1.15 Million 0.17% of portfolio
31,269
Q2 2025 Added 1.29%
$0
$1.18 Million 0.17% of portfolio
34,357
Q2 2025 Added 17.38%
$0
$1.12 Million 0.16% of portfolio
39,206
Q2 2025 Added 6.97%
$0
$890,000 0.13% of portfolio
19,789
Q2 2025 Added 20.61%
$0
$854,000 0.12% of portfolio
3,376
Q2 2025 Added 7.79%
$0
$824,000 0.12% of portfolio
20,294
Q2 2025 Reduced 3.29%
$0
$800,000 0.12% of portfolio
32,426
Q2 2025 Added 2.05%
$0
$861,000 0.12% of portfolio
7,879
Q2 2025 Reduced 1.73%
$0
$826,000 0.12% of portfolio
1,876
Q1 2024 Added 0.05%
$0
$852,000 0.12% of portfolio
31,422
Q2 2025 Added 10.61%

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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