180 Wealth Advisors, LLC Portfolio Holdings
180 Wealth Advisors, LLC
- $693 Million
- Q2 2025
180 Wealth Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $693 Million distributed in 426 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.7M, Nvidia Corp with a value of $31.1M, Apple Inc. with a value of $21.6M, Amazon Com Inc with a value of $20.8M, and Broadcom Inc. with a value of $17.1M.
Examining the 13F form we can see an increase of $79.9M in the current position value, from $613M to 693M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$693 Million
Technology: $195 Million
ETFs: $176 Million
Financial Services: $63.4 Million
Consumer Cyclical: $60.9 Million
Communication Services: $50.1 Million
Healthcare: $43.3 Million
Industrials: $32.4 Million
Energy: $23.4 Million
Other: $47.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 426
- Current Value $693 Million
- Prior Value $613 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks