180 Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $629 Million distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.3M, Apple Inc. with a value of $24.9M, Nvidia Corp with a value of $21.9M, Amazon Com Inc with a value of $16.9M, and Mannkind Corp with a value of $13.1M.

Examining the 13F form we can see an increase of $37.3M in the current position value, from $592M to 629M.

Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $629 Million
Technology: $173 Million
ETFs: $152 Million
Consumer Cyclical: $61.7 Million
Financial Services: $52.1 Million
Healthcare: $47.7 Million
Communication Services: $42.7 Million
Industrials: $35.1 Million
Energy: $22.1 Million
Other: $42.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $629 Million
  • Prior Value $592 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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