180 Wealth Advisors, LLC Portfolio Holdings
180 Wealth Advisors, LLC
- $592 Million
- Q2 2024
180 Wealth Advisors, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $592 Million distributed in 434 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.4M, Nvidia Corp with a value of $22.8M, Apple Inc. with a value of $22.7M, Amazon Com Inc with a value of $18.1M, and Broadcom Inc. with a value of $11M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $555M to 592M.
Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 434
- Current Value $592 Million
- Prior Value $555 Million
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 46 stocks
- Additional Purchases 205 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks