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
$14.9B
$1.83 Million 0.23% of portfolio
27,289
Q3 2025 Reduced 8.64%
$0
$1.81 Million 0.23% of portfolio
29,889
Q3 2025 Reduced 1.69%
$154B
$1.85 Million 0.23% of portfolio
4,145
Q3 2025 Added 14.5%
$282B
$1.73 Million 0.22% of portfolio
7,223
Q3 2025 Reduced 27.06%
$19.8B
$1.64 Million 0.21% of portfolio
3,394
Q3 2025 Reduced 1.25%
$170B
$1.63 Million 0.21% of portfolio
36,983
Q3 2025 Added 7.46%
$5.51B
$1.68 Million 0.21% of portfolio
136,488
Q3 2025 Added 5.81%
$0
$1.6 Million 0.2% of portfolio
110,359
Q3 2025 Added 5.16%
$52.7B
$1.59 Million 0.2% of portfolio
7,425
Q3 2025 Reduced 1.5%
$3.62B
$1.5 Million 0.19% of portfolio
30,804
Q3 2025 Added 12.91%
$0
$1.49 Million 0.19% of portfolio
2,485
Q3 2025 Reduced 0.48%
$437B
$1.48 Million 0.19% of portfolio
8,303
Q3 2025 Added 3.79%
$0
$1.46 Million 0.18% of portfolio
34,697
Q3 2025 Added 0.99%
$44.9B
$1.39 Million 0.18% of portfolio
17,925
Q3 2025 Reduced 6.27%
$0
$1.42 Million 0.18% of portfolio
2,960
Q3 2025 Added 5.56%
$350B
$1.41 Million 0.18% of portfolio
7,711
Q3 2025 Added 4.03%
$58.7B
$1.38 Million 0.17% of portfolio
15,363
Q3 2025 Added 95.41%
$65.8B
$1.34 Million 0.17% of portfolio
42,927
Q3 2025 Added 15.1%
$0
$1.33 Million 0.17% of portfolio
44,798
Q3 2025 Added 14.26%
$241B
$1.32 Million 0.17% of portfolio
3,974
Q3 2025 Added 12.39%
$0
$1.35 Million 0.17% of portfolio
12,125
Q3 2025 Reduced 3.29%
$142B
$1.38 Million 0.17% of portfolio
24,712
Q3 2025 Added 1.86%
$0
$1.32 Million 0.17% of portfolio
5,189
Q3 2025 Added 1.27%
$49.3B
$1.31 Million 0.17% of portfolio
19,421
Q3 2025 New
$78B
$1.32 Million 0.17% of portfolio
15,668
Q3 2025 Reduced 1.29%
$0
$1.25 Million 0.16% of portfolio
31,740
Q3 2025 Added 1.51%
$355B
$1.27 Million 0.16% of portfolio
8,248
Q3 2025 Reduced 0.33%
$405B
$1.25 Million 0.16% of portfolio
1,288
Q3 2025 Reduced 0.39%
$2.39B
$1.23 Million 0.16% of portfolio
115,571
Q3 2025 Added 1.96%
$187B
$1.26 Million 0.16% of portfolio
44,719
Q3 2025 Reduced 29.56%
$26.1B
$1.24 Million 0.16% of portfolio
8,432
Q3 2025 Reduced 15.64%
$138B
$1.26 Million 0.16% of portfolio
5,318
Q3 2025 Reduced 3.59%
$0
$1.29 Million 0.16% of portfolio
21,595
Q3 2025 Added 9.13%
$29B
$1.17 Million 0.15% of portfolio
47,824
Q3 2025 Reduced 13.95%
$31.8B
$1.17 Million 0.15% of portfolio
12,922
Q3 2025 Reduced 11.46%
$81.5B
$1.19 Million 0.15% of portfolio
19,577
Q3 2025 Reduced 12.01%
$181B
$1.21 Million 0.15% of portfolio
1,319
Q3 2025 Added 2.01%
$79.7B
$1.22 Million 0.15% of portfolio
6,843
Q3 2025 Reduced 1.1%
$13.3B
$1.2 Million 0.15% of portfolio
11,239
Q3 2025 Reduced 13.19%
$0
$1.16 Million 0.15% of portfolio
11,690
Q3 2025 Added 18.87%
$0
$1.16 Million 0.15% of portfolio
42,917
Q3 2025 Added 0.95%
$136B
$1.18 Million 0.15% of portfolio
46,125
Q3 2025 Reduced 0.16%
$90.8B
$1.08 Million 0.14% of portfolio
3,156
Q3 2025 Reduced 0.35%
$148B
$1.09 Million 0.14% of portfolio
9,833
Q3 2025 Reduced 20.62%
$379B
$1.09 Million 0.14% of portfolio
6,725
Q3 2025 Added 77.02%
$44.7B
$1.07 Million 0.14% of portfolio
21,889
Q3 2025 Reduced 0.11%
$73.3B
$1.11 Million 0.14% of portfolio
13,532
Q3 2025 Reduced 5.88%
$286B
$1.09 Million 0.14% of portfolio
2,292
Q3 2025 Reduced 0.65%
$0
$999,000 0.13% of portfolio
8,409
Q3 2025 Added 6.73%

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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