180 Wealth Advisors, LLC Portfolio Holdings
180 Wealth Advisors, LLC
- $629 Million
- Q3 2024
180 Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $629 Million distributed in 445 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.3M, Apple Inc. with a value of $24.9M, Nvidia Corp with a value of $21.9M, Amazon Com Inc with a value of $16.9M, and Mannkind Corp with a value of $13.1M.
Examining the 13F form we can see an increase of $37.3M in the current position value, from $592M to 629M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$629 Million
Technology: $173 Million
ETFs: $152 Million
Consumer Cyclical: $61.7 Million
Financial Services: $52.1 Million
Healthcare: $47.7 Million
Communication Services: $42.7 Million
Industrials: $35.1 Million
Energy: $22.1 Million
Other: $42.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 445
- Current Value $629 Million
- Prior Value $592 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 27 stocks
- Additional Purchases 190 stocks
- Sold out of 0 stocks
- Reduced holdings in 202 stocks