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 Market Cap. of $50 Millions to $300 Millions
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