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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$56.2 Million 7.12% of portfolio
108,535
Q3 2025 Added 2.52%
$453B
$36.1 Million 4.58% of portfolio
193,709
Q3 2025 Reduced 1.72%
$3.98T
$26.3 Million 3.33% of portfolio
103,275
Q3 2025 Reduced 1.91%
$2.18T
$20.8 Million 2.64% of portfolio
94,829
Q3 2025 Added 0.2%
$143B
$19.8 Million 2.51% of portfolio
60,134
Q3 2025 Reduced 2.97%
$1.38B
$15.4 Million 1.95% of portfolio
2,872,286
Q3 2025 Added 11.24%
$0
$14.6 Million 1.85% of portfolio
531,968
Q3 2025 Added 3.85%
$1.35T
$14 Million 1.78% of portfolio
31,577
Q3 2025 Reduced 6.01%
$0
$11.2 Million 1.41% of portfolio
172,319
Q3 2025 Reduced 0.68%
$5.95B
$11 Million 1.39% of portfolio
297,735
Q3 2025 Added 1.65%
$1.61T
$10.6 Million 1.34% of portfolio
14,391
Q3 2025 Reduced 1.88%
$0
$10.4 Million 1.32% of portfolio
192,833
Q3 2025 Added 1.96%
$1.53T
$9.21 Million 1.17% of portfolio
37,827
Q3 2025 Reduced 0.86%
$0
$8.9 Million 1.13% of portfolio
874,998
Q3 2025 Added 7.94%
$0
$8.84 Million 1.12% of portfolio
62,732
Q3 2025 Reduced 0.98%
$1.5T
$8.59 Million 1.09% of portfolio
35,352
Q3 2025 Reduced 2.18%
$0
$8.1 Million 1.03% of portfolio
44,452
Q3 2025 Reduced 1.19%
$1.55T
$7.35 Million 0.93% of portfolio
26,334
Q3 2025 Reduced 2.39%
$2.47B
$7.26 Million 0.92% of portfolio
163,317
Q3 2025 Added 4.93%
$7.44B
$7.19 Million 0.91% of portfolio
537,172
Q3 2025 Added 0.68%
$104B
$6.88 Million 0.87% of portfolio
14,024
Q3 2025 Added 227.89%
$410B
$6.78 Million 0.86% of portfolio
7,325
Q3 2025 Reduced 3.39%
$0
$6.42 Million 0.81% of portfolio
176,695
Q3 2025 Added 9.08%
$289B
$6.4 Million 0.81% of portfolio
62,087
Q3 2025 Reduced 7.69%
$18.4B
$6.04 Million 0.77% of portfolio
60,327
Q3 2025 Reduced 1.95%
$76.8B
$5.86 Million 0.74% of portfolio
25,983
Q3 2025 Reduced 1.86%
$876B
$5.74 Million 0.73% of portfolio
18,209
Q3 2025 Reduced 2.8%
$0
$5.53 Million 0.7% of portfolio
55,293
Q3 2025 Reduced 2.68%
$0
$5.28 Million 0.67% of portfolio
77,907
Q3 2025 Reduced 1.37%
$0
$5.27 Million 0.67% of portfolio
43,882
Q3 2025 Added 1.77%
$646B
$5.31 Million 0.67% of portfolio
10,555
Q3 2025 Reduced 5.63%
$72.1B
$5.17 Million 0.66% of portfolio
25,726
Q3 2025 Added 9.85%
$27.5B
$5.07 Million 0.64% of portfolio
60,435
Q3 2025 Reduced 2.25%
$0
$5 Million 0.63% of portfolio
55,774
Q3 2025 Reduced 0.18%
$129B
$4.75 Million 0.6% of portfolio
151,062
Q3 2025 Added 4.04%
$184B
$4.74 Million 0.6% of portfolio
28,499
Q3 2025 Added 3.66%
$150B
$4.39 Million 0.56% of portfolio
11,735
Q3 2025 Added 0.51%
$170B
$4.15 Million 0.53% of portfolio
43,480
Q3 2025 Reduced 0.57%
$247B
$4.19 Million 0.53% of portfolio
14,852
Q3 2025 Added 0.5%
$50.1B
$4.05 Million 0.51% of portfolio
44,525
Q3 2025 Reduced 0.85%
$151B
$3.93 Million 0.5% of portfolio
117,091
Q3 2025 Reduced 0.85%
$548B
$3.92 Million 0.5% of portfolio
11,473
Q3 2025 Added 0.01%
$0
$3.97 Million 0.5% of portfolio
86,858
Q3 2025 Added 1.76%
$57.1B
$3.76 Million 0.48% of portfolio
16,522
Q3 2025 Added 4.91%
$0
$3.82 Million 0.48% of portfolio
45,140
Q3 2025 Added 2.08%
$259B
$3.81 Million 0.48% of portfolio
4,784
Q3 2025 Reduced 5.51%
$76.2B
$3.73 Million 0.47% of portfolio
28,429
Q3 2025 Added 0.84%
$0
$3.59 Million 0.46% of portfolio
52,458
Q3 2025 Added 13.99%
$126B
$3.63 Million 0.46% of portfolio
38,080
Q3 2025 Added 0.68%

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
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