180 Wealth Advisors, LLC Portfolio Holdings
180 Wealth Advisors, LLC
- $789 Million
- Q3 2025
180 Wealth Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $789 Million distributed in 455 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $56.2M, Nvidia Corp with a value of $36.1M, Apple Inc. with a value of $26.3M, Amazon Com Inc with a value of $20.8M, and Broadcom Inc. with a value of $19.8M.
Examining the 13F form we can see an increase of $96M in the current position value, from $693M to 789M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$789 Million
Technology: $226 Million
ETFs: $209 Million
Consumer Cyclical: $70.2 Million
Financial Services: $69.5 Million
Communication Services: $51.8 Million
Healthcare: $51 Million
Industrials: $32.9 Million
Energy: $25.9 Million
Other: $51.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 455
- Current Value $789 Million
- Prior Value $693 Million
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 46 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 209 stocks