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
$36.4B
$3.01 Million 0.49% of portfolio
44,459
Q1 2025 Added 4.02%
$44.8B
$2.92 Million 0.48% of portfolio
15,376
Q1 2025 Reduced 7.85%
$197B
$2.92 Million 0.48% of portfolio
19,483
Q1 2025 Added 6.97%
$77.7B
$2.9 Million 0.47% of portfolio
127,916
Q1 2025 Added 124.94%
$47B
$2.85 Million 0.47% of portfolio
75,384
Q1 2025 Added 27.52%
$326B
$2.87 Million 0.47% of portfolio
10,760
Q1 2025 Added 20.63%
$148B
$2.9 Million 0.47% of portfolio
9,304
Q1 2025 Added 3.77%
$174B
$2.8 Million 0.46% of portfolio
5,129
Q1 2025 Added 70.12%
$12.5B
$2.8 Million 0.46% of portfolio
63,352
Q1 2025 Reduced 1.83%
$96.5B
$2.68 Million 0.44% of portfolio
15,724
Q1 2025 Added 7.08%
$104B
$2.64 Million 0.43% of portfolio
12,138
Q1 2025 Added 4.02%
$94.3B
$2.64 Million 0.43% of portfolio
23,600
Q1 2025 Added 5.23%
$0
$2.67 Million 0.43% of portfolio
9,756
Q1 2025 Reduced 2.54%
$11.2B
$2.57 Million 0.42% of portfolio
32,447
Q1 2025 Added 60.88%
$0
$2.5 Million 0.41% of portfolio
32,758
Q1 2025 Reduced 0.85%
$433B
$2.44 Million 0.4% of portfolio
2,615
Q1 2025 Added 25.66%
$412B
$2.37 Million 0.39% of portfolio
14,274
Q1 2025 Reduced 0.13%
$0
$2.37 Million 0.39% of portfolio
30,235
Q1 2025 Reduced 8.04%
$0
$2.34 Million 0.38% of portfolio
4,580
Q1 2025 Reduced 0.37%
$0
$2.34 Million 0.38% of portfolio
25,365
Q1 2025 Added 10.53%
$0
$2.24 Million 0.37% of portfolio
14,101
Q1 2025 Reduced 1.14%
$58.3B
$2.24 Million 0.36% of portfolio
7,580
Q1 2025 New
$0
$2.16 Million 0.35% of portfolio
221,033
Q1 2025 Added 26.65%
$798B
$2.18 Million 0.35% of portfolio
2,634
Q1 2025 Reduced 2.88%
$0
$2.11 Million 0.34% of portfolio
48,732
Q1 2025 Reduced 6.8%
$363B
$2.04 Million 0.33% of portfolio
5,557
Q1 2025 Added 0.22%
$193B
$2.01 Million 0.33% of portfolio
71,198
Q1 2025 Added 36.87%
$0
$2.05 Million 0.33% of portfolio
65,760
Q1 2025 Reduced 1.65%
$0
$1.96 Million 0.32% of portfolio
35,835
Q1 2025 Added 40.28%
$0
$1.96 Million 0.32% of portfolio
34,652
Q1 2025 Added 5.96%
$118B
$1.98 Million 0.32% of portfolio
13,654
Q1 2025 Reduced 0.47%
$0
$1.89 Million 0.31% of portfolio
31,606
Q1 2025 Added 31.59%
$122B
$1.89 Million 0.31% of portfolio
4,229
Q1 2025 Reduced 7.01%
$171B
$1.91 Million 0.31% of portfolio
3,851
Q1 2025 Added 4.9%
$0
$1.84 Million 0.3% of portfolio
22,672
Q1 2025 Added 0.28%
$0
$1.86 Million 0.3% of portfolio
58,150
Q1 2025 Added 0.23%
$0
$1.83 Million 0.3% of portfolio
15,766
Q1 2025 Added 1.38%
$0
$1.82 Million 0.3% of portfolio
9,818
Q1 2025 Reduced 1.07%
$0
$1.81 Million 0.3% of portfolio
69,745
Q1 2025 Added 6.92%
$14.9B
$1.87 Million 0.3% of portfolio
36,280
Q1 2025 Added 6.12%
$185B
$1.78 Million 0.29% of portfolio
39,311
Q1 2025 Reduced 2.93%
$0
$1.75 Million 0.29% of portfolio
136,122
Q1 2025 Added 0.92%
$189B
$1.74 Million 0.28% of portfolio
13,099
Q1 2025 Reduced 8.07%
$5.07B
$1.63 Million 0.27% of portfolio
69,874
Q1 2025 Added 6.18%
$7.89B
$1.65 Million 0.27% of portfolio
5,629
Q1 2025 New
$52.6B
$1.58 Million 0.26% of portfolio
7,639
Q1 2025 Added 126.21%
$28.8B
$1.62 Million 0.26% of portfolio
8,180
Q1 2025 Reduced 1.37%
$34.2B
$1.49 Million 0.24% of portfolio
15,487
Q1 2025 Added 11.3%
$0
$1.48 Million 0.24% of portfolio
13,393
Q1 2025 Added 0.43%

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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