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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.74T
$41.9 Million 6.84% of portfolio
111,730
Q1 2025 Added 2.18%
$3.17T
$23.1 Million 3.76% of portfolio
103,907
Q1 2025 Reduced 2.76%
$253B
$21.4 Million 3.5% of portfolio
197,822
Q1 2025 Added 0.37%
$1.76T
$17.8 Million 2.9% of portfolio
93,512
Q1 2025 Added 2.95%
$1.17B
$11 Million 1.8% of portfolio
2,194,704
Q1 2025 Added 4.23%
$69.3B
$10.8 Million 1.75% of portfolio
64,247
Q1 2025 Reduced 1.55%
$762B
$8.7 Million 1.42% of portfolio
33,587
Q1 2025 Reduced 0.77%
$4.59B
$8.61 Million 1.4% of portfolio
292,859
Q1 2025 Added 0.82%
$1.13T
$8.53 Million 1.39% of portfolio
14,783
Q1 2025 Reduced 0.33%
$0
$8.33 Million 1.36% of portfolio
45,737
Q1 2025 Reduced 1.46%
$0
$8.15 Million 1.33% of portfolio
179,975
Q1 2025 Added 6.93%
$0
$8.13 Million 1.33% of portfolio
63,774
Q1 2025 Reduced 0.39%
$0
$7.45 Million 1.21% of portfolio
496,831
Q1 2025 Added 2.77%
$440B
$7.36 Million 1.2% of portfolio
7,778
Q1 2025 Reduced 4.29%
$0
$6.67 Million 1.09% of portfolio
714,381
Q1 2025 Added 12.08%
$0
$6.69 Million 1.09% of portfolio
175,646
Q1 2025 Reduced 0.39%
$253B
$6.03 Million 0.98% of portfolio
68,661
Q1 2025 Reduced 1.3%
$933B
$5.85 Million 0.95% of portfolio
37,466
Q1 2025 Added 2.04%
$4.88B
$5.67 Million 0.92% of portfolio
550,196
Q1 2025 Added 13.36%
$903B
$5.6 Million 0.91% of portfolio
36,292
Q1 2025 Reduced 1.62%
$674B
$5.58 Million 0.91% of portfolio
10,627
Q1 2025 Added 17.11%
$150B
$5.25 Million 0.86% of portfolio
142,194
Q1 2025 Added 6.16%
$0
$5.25 Million 0.86% of portfolio
57,445
Q1 2025 Reduced 1.44%
$1.52B
$4.92 Million 0.8% of portfolio
151,563
Q1 2025 Added 2.96%
$0
$4.78 Million 0.78% of portfolio
104,994
Q1 2025 Added 6.87%
$680B
$4.67 Million 0.76% of portfolio
19,019
Q1 2025 Added 0.12%
$0
$4.66 Million 0.76% of portfolio
78,321
Q1 2025 Reduced 2.73%
$0
$4.63 Million 0.75% of portfolio
55,564
Q1 2025 Reduced 0.66%
$61.5B
$4.6 Million 0.75% of portfolio
26,166
Q1 2025 Added 11.75%
$787B
$4.49 Million 0.73% of portfolio
27,029
Q1 2025 Reduced 1.55%
$0
$4.46 Million 0.73% of portfolio
141,672
Q1 2025 Added 4.68%
$0
$4.24 Million 0.69% of portfolio
44,073
Q1 2025 Reduced 3.53%
$153B
$4.15 Million 0.68% of portfolio
26,998
Q1 2025 Added 4.84%
$93.5B
$4.19 Million 0.68% of portfolio
42,887
Q1 2025 Reduced 1.19%
$539B
$4.06 Million 0.66% of portfolio
11,581
Q1 2025 Reduced 0.05%
$45.9B
$3.97 Million 0.65% of portfolio
27,156
Q1 2025 Reduced 1.93%
$446B
$3.9 Million 0.64% of portfolio
32,766
Q1 2025 Added 1.08%
$214B
$3.87 Million 0.63% of portfolio
15,579
Q1 2025 Reduced 2.64%
$53.3B
$3.85 Million 0.63% of portfolio
207,285
Q1 2025 Reduced 0.29%
$138B
$3.36 Million 0.55% of portfolio
42,870
Q1 2025 Added 1.85%
$110B
$3.33 Million 0.54% of portfolio
37,034
Q1 2025 Added 3.37%
$0
$3.23 Million 0.53% of portfolio
52,881
Q1 2025 Reduced 7.87%
$0
$3.2 Million 0.52% of portfolio
43,269
Q1 2025 Added 3.33%
$198B
$3.11 Million 0.51% of portfolio
34,629
Q1 2025 Added 9.85%
$0
$3.12 Million 0.51% of portfolio
81,585
Q1 2025 Added 0.66%
$270B
$3.06 Million 0.5% of portfolio
18,310
Q1 2025 Reduced 1.78%
$247B
$3.09 Million 0.5% of portfolio
11,512
Q1 2025 Added 11.35%
$107B
$3.07 Million 0.5% of portfolio
11,288
Q1 2025 Added 0.5%
$58.9B
$3.03 Million 0.49% of portfolio
27,667
Q1 2025 Added 3.83%

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
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