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
$461B
$3.64 Million 0.46% of portfolio
32,253
Q3 2025 Reduced 0.54%
$213B
$3.44 Million 0.44% of portfolio
40,986
Q3 2025 Added 3.5%
$0
$3.48 Million 0.44% of portfolio
37,354
Q3 2025 Added 1.46%
$0
$3.38 Million 0.43% of portfolio
37,851
Q3 2025 Added 19.92%
$126B
$3.39 Million 0.43% of portfolio
15,685
Q3 2025 Added 0.26%
$51.5B
$3.3 Million 0.42% of portfolio
192,323
Q3 2025 Added 1.6%
$15.1B
$3.34 Million 0.42% of portfolio
35,206
Q3 2025 Added 0.12%
$95.1B
$3.28 Million 0.42% of portfolio
38,728
Q3 2025 Reduced 4.87%
$0
$3.14 Million 0.4% of portfolio
9,575
Q3 2025 Reduced 1.16%
$0
$3.04 Million 0.39% of portfolio
46,240
Q3 2025 Added 8.91%
$297B
$3.04 Million 0.39% of portfolio
19,591
Q3 2025 Added 8.04%
$3.99B
$3.12 Million 0.39% of portfolio
57,810
Q3 2025 Reduced 1.21%
$0
$3.03 Million 0.38% of portfolio
260,132
Q3 2025 Added 5.71%
$0
$2.9 Million 0.37% of portfolio
44,095
Q3 2025 Reduced 2.57%
$210B
$2.94 Million 0.37% of portfolio
20,969
Q3 2025 Added 3.28%
$0
$2.94 Million 0.37% of portfolio
21,403
Q3 2025 Reduced 7.49%
$112B
$2.83 Million 0.36% of portfolio
24,680
Q3 2025 Added 1.09%
$0
$2.82 Million 0.36% of portfolio
32,337
Q3 2025 Added 0.11%
$196B
$2.78 Million 0.35% of portfolio
13,573
Q3 2025 Added 1.4%
$0
$2.79 Million 0.35% of portfolio
41,027
Q3 2025 Reduced 6.44%
$0
$2.78 Million 0.35% of portfolio
4,540
Q3 2025 Reduced 0.87%
$59.6B
$2.75 Million 0.35% of portfolio
70,185
Q3 2025 Reduced 5.67%
$246B
$2.65 Million 0.34% of portfolio
11,169
Q3 2025 Reduced 0.57%
$527B
$2.66 Million 0.34% of portfolio
2,222
Q3 2025 Added 4.12%
$502B
$2.51 Million 0.32% of portfolio
13,536
Q3 2025 Added 0.12%
$0
$2.56 Million 0.32% of portfolio
81,059
Q3 2025 Added 7.3%
$0
$2.49 Million 0.32% of portfolio
14,287
Q3 2025 Added 0.49%
$8.36B
$2.56 Million 0.32% of portfolio
8,087
Q3 2025 Added 31.65%
$0
$2.45 Million 0.31% of portfolio
31,064
Q3 2025 Added 8.43%
$89.1B
$2.43 Million 0.31% of portfolio
12,658
Q3 2025 Added 2.3%
$42.8B
$2.37 Million 0.3% of portfolio
7,897
Q3 2025 Added 0.46%
$844B
$2.33 Million 0.3% of portfolio
8,298
Q3 2025 Added 1.75%
$0
$2.29 Million 0.29% of portfolio
62,736
Q3 2025 Reduced 4.64%
$231B
$2.25 Million 0.29% of portfolio
13,450
Q3 2025 Added 4.31%
$0
$2.31 Million 0.29% of portfolio
149,258
Q3 2025 Added 4.3%
$0
$2.17 Million 0.28% of portfolio
22,830
Q3 2025 Reduced 3.63%
$56.2B
$2.21 Million 0.28% of portfolio
8,113
Q3 2025 Added 3.22%
$397B
$2.23 Million 0.28% of portfolio
5,505
Q3 2025 Reduced 0.9%
$0
$2.12 Million 0.27% of portfolio
21,674
Q3 2025 Added 0.6%
$779B
$2.14 Million 0.27% of portfolio
2,810
Q3 2025 Added 1.7%
$0
$2.15 Million 0.27% of portfolio
15,626
Q3 2025 Reduced 0.31%
$6.16B
$2.16 Million 0.27% of portfolio
76,407
Q3 2025 Added 4.44%
$0
$2.02 Million 0.26% of portfolio
46,906
Q3 2025 Added 0.0%
$15B
$2.02 Million 0.26% of portfolio
39,975
Q3 2025 Added 5.8%
$0
$2.06 Million 0.26% of portfolio
9,850
Q3 2025 Added 0.63%
$328B
$1.96 Million 0.25% of portfolio
6,500
Q3 2025 Added 2.3%
$0
$1.97 Million 0.25% of portfolio
58,400
Q3 2025 Added 1.36%
$129B
$2 Million 0.25% of portfolio
4,007
Q3 2025 Reduced 1.26%
$3.29B
$1.91 Million 0.24% of portfolio
147,032
Q3 2025 Added 0.76%

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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