180 Wealth Advisors, LLC Portfolio Holdings
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
180 Wealth Advisors, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $613 Million distributed in 413 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.9M, Apple Inc. with a value of $23.1M, Nvidia Corp with a value of $21.4M, Amazon Com Inc with a value of $17.8M, and Mannkind Corp with a value of $11M.
Examining the 13F form we can see an decrease of $19.1M in the current position value, from $632M to 613M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$613 Million
Technology: $156 Million
ETFs: $156 Million
Financial Services: $57.6 Million
Consumer Cyclical: $55.2 Million
Communication Services: $44.3 Million
Healthcare: $43.9 Million
Industrials: $29.4 Million
Energy: $24.4 Million
Other: $45.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 413
- Current Value $613 Million
- Prior Value $632 Million
- Filing
- Period Q1 2025
- Filing Date April 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 26 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 179 stocks