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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$3.3 Million 0.48% of portfolio
37,821
Q2 2025 Added 2.13%
$60.2B
$3.23 Million 0.47% of portfolio
74,400
Q2 2025 Reduced 1.31%
$139B
$3.28 Million 0.47% of portfolio
15,645
Q2 2025 Reduced 0.5%
$203B
$3.13 Million 0.45% of portfolio
39,599
Q2 2025 Added 14.35%
$232B
$3.06 Million 0.44% of portfolio
11,233
Q2 2025 Reduced 2.42%
$0
$2.94 Million 0.42% of portfolio
9,687
Q2 2025 Reduced 0.71%
$0
$2.93 Million 0.42% of portfolio
46,021
Q2 2025 Added 45.61%
$545B
$2.86 Million 0.41% of portfolio
2,134
Q2 2025 Reduced 18.39%
$0
$2.8 Million 0.4% of portfolio
43,853
Q2 2025 Reduced 17.07%
$0
$2.7 Million 0.39% of portfolio
32,302
Q2 2025 Reduced 1.39%
$202B
$2.68 Million 0.39% of portfolio
20,304
Q2 2025 Added 4.21%
$0
$2.72 Million 0.39% of portfolio
23,135
Q2 2025 New
$95.3B
$2.73 Million 0.39% of portfolio
12,374
Q2 2025 Added 1.94%
$0
$2.68 Million 0.39% of portfolio
31,564
Q2 2025 Added 24.44%
$152B
$2.66 Million 0.38% of portfolio
9,534
Q2 2025 Added 2.47%
$0
$2.6 Million 0.38% of portfolio
4,580
Q1 2025 Reduced 0.37%
$302B
$2.6 Million 0.37% of portfolio
18,133
Q2 2025 Reduced 0.97%
$96.8B
$2.57 Million 0.37% of portfolio
24,413
Q2 2025 Added 3.44%
$39.4B
$2.47 Million 0.36% of portfolio
7,861
Q2 2025 Reduced 3.9%
$0
$2.47 Million 0.36% of portfolio
36,817
Q2 2025 Added 6.25%
$0
$2.46 Million 0.35% of portfolio
246,092
Q2 2025 Added 11.34%
$162B
$2.45 Million 0.35% of portfolio
13,386
Q2 2025 Reduced 1.96%
$0
$2.34 Million 0.34% of portfolio
14,217
Q2 2025 Added 0.82%
$0
$2.34 Million 0.34% of portfolio
42,456
Q2 2025 Added 18.48%
$314B
$2.36 Million 0.34% of portfolio
9,902
Q2 2025 Reduced 7.97%
$2.86B
$2.27 Million 0.33% of portfolio
58,521
Q2 2025 Added 9.14%
$0
$2.25 Million 0.33% of portfolio
28,648
Q2 2025 Reduced 5.25%
$0
$2.27 Million 0.33% of portfolio
65,790
Q2 2025 Added 0.05%
$0
$2.19 Million 0.32% of portfolio
75,545
Q2 2025 Added 8.32%
$0
$2.22 Million 0.32% of portfolio
23,689
Q2 2025 Reduced 7.7%
$64.2B
$2.22 Million 0.32% of portfolio
7,860
Q2 2025 Added 3.69%
$17B
$2.12 Million 0.31% of portfolio
37,785
Q2 2025 Added 4.15%
$608B
$2.15 Million 0.31% of portfolio
2,763
Q2 2025 Added 4.9%
$93.6B
$2.18 Million 0.31% of portfolio
4,277
Q2 2025 Added 11.18%
$8.22B
$2.08 Million 0.3% of portfolio
6,143
Q2 2025 Added 9.13%
$0
$2.06 Million 0.3% of portfolio
46,905
Q2 2025 Reduced 3.75%
$452B
$2.07 Million 0.3% of portfolio
13,520
Q2 2025 Reduced 5.28%
$405B
$2.04 Million 0.29% of portfolio
5,555
Q2 2025 Reduced 0.04%
$0
$2.01 Million 0.29% of portfolio
15,674
Q2 2025 Reduced 0.58%
$0
$1.91 Million 0.28% of portfolio
9,788
Q2 2025 Reduced 0.31%
$169B
$1.97 Million 0.28% of portfolio
3,620
Q2 2025 Reduced 6.0%
$113B
$1.88 Million 0.27% of portfolio
4,058
Q2 2025 Reduced 4.04%
$229B
$1.88 Million 0.27% of portfolio
12,894
Q2 2025 Reduced 1.57%
$0
$1.88 Million 0.27% of portfolio
21,545
Q2 2025 Reduced 4.97%
$203B
$1.84 Million 0.27% of portfolio
63,483
Q2 2025 Reduced 10.84%
$684B
$1.78 Million 0.26% of portfolio
8,155
Q2 2025 Reduced 0.11%
$0
$1.83 Million 0.26% of portfolio
143,098
Q2 2025 Added 5.12%
$0
$1.83 Million 0.26% of portfolio
57,614
Q2 2025 Reduced 0.92%
$0
$1.84 Million 0.26% of portfolio
45,258
Q2 2025 Added 24.62%

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
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