180 Wealth Advisors, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $592 Million distributed in 434 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.4M, Nvidia Corp with a value of $22.8M, Apple Inc. with a value of $22.7M, Amazon Com Inc with a value of $18.1M, and Broadcom Inc. with a value of $11M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $555M to 592M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$592 Million
Technology: $175 Million
ETFs: $138 Million
Consumer Cyclical: $57.8 Million
Financial Services: $43.9 Million
Healthcare: $42.9 Million
Communication Services: $40.3 Million
Industrials: $32.5 Million
Energy: $23.2 Million
Other: $37.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions