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
$306B
$1.64 Million 0.24% of portfolio
6,354
Q2 2025 Reduced 0.03%
$6.39B
$1.61 Million 0.23% of portfolio
73,156
Q2 2025 Added 4.7%
$47.6B
$1.5 Million 0.22% of portfolio
19,125
Q2 2025 Reduced 4.82%
$55.9B
$1.52 Million 0.22% of portfolio
7,538
Q2 2025 Reduced 1.32%
$28B
$1.54 Million 0.22% of portfolio
13,133
Q2 2025 Reduced 10.61%
$182B
$1.49 Million 0.21% of portfolio
34,416
Q2 2025 Reduced 12.45%
$0
$1.46 Million 0.21% of portfolio
30,404
Q2 2025 Added 18.13%
$17B
$1.4 Million 0.2% of portfolio
3,437
Q2 2025 Reduced 1.52%
$0
$1.4 Million 0.2% of portfolio
104,941
Q2 2025 Added 6.46%
$150B
$1.37 Million 0.2% of portfolio
12,387
Q2 2025 Added 13.02%
$0
$1.38 Million 0.2% of portfolio
12,538
Q2 2025 Reduced 6.38%
$0
$1.4 Million 0.2% of portfolio
11,988
Q2 2025 Reduced 0.79%
$0
$1.38 Million 0.2% of portfolio
2,497
Q2 2025 Added 0.6%
$32.4B
$1.33 Million 0.19% of portfolio
14,594
Q2 2025 Reduced 5.77%
$368B
$1.32 Million 0.19% of portfolio
8,275
Q2 2025 Added 0.18%
$25.8B
$1.29 Million 0.19% of portfolio
9,995
Q2 2025 Reduced 5.18%
$14.4B
$1.31 Million 0.19% of portfolio
12,946
Q2 2025 Reduced 4.76%
$0
$1.21 Million 0.18% of portfolio
5,124
Q2 2025 Added 8.38%
$135B
$1.27 Million 0.18% of portfolio
5,516
Q2 2025 Added 1.88%
$0
$1.23 Million 0.18% of portfolio
2,804
Q2 2025 Added 14.78%
$3.49B
$1.15 Million 0.17% of portfolio
27,282
Q2 2025 Added 66.6%
$0
$1.15 Million 0.17% of portfolio
31,269
Q2 2025 Added 1.29%
$68.2B
$1.16 Million 0.17% of portfolio
37,294
Q2 2025 Added 18.45%
$0
$1.18 Million 0.17% of portfolio
34,357
Q2 2025 Added 17.38%
$137B
$1.17 Million 0.17% of portfolio
24,260
Q2 2025 Added 11.71%
$4.8B
$1.2 Million 0.17% of portfolio
11,824
Q2 2025 Reduced 5.78%
$0
$1.12 Million 0.16% of portfolio
39,206
Q2 2025 Added 6.97%
$0
$1.11 Million 0.16% of portfolio
42,512
Q2 2025 Reduced 1.24%
$227B
$1.13 Million 0.16% of portfolio
3,536
Q2 2025 Reduced 1.86%
$27.4B
$1.14 Million 0.16% of portfolio
55,579
Q2 2025 Added 9.87%
$138B
$1.12 Million 0.16% of portfolio
46,197
Q2 2025 Added 10.86%
$37.5B
$1.08 Million 0.16% of portfolio
22,059
Q2 2025 Reduced 1.27%
$76.9B
$1.09 Million 0.16% of portfolio
22,249
Q2 2025 Reduced 13.13%
$2.3B
$1.1 Million 0.16% of portfolio
113,354
Q2 2025 Added 77.68%
$76.4B
$1.06 Million 0.15% of portfolio
6,919
Q2 2025 Added 17.71%
$70.4B
$1.01 Million 0.15% of portfolio
16,014
Q2 2025 Reduced 1.93%
$295B
$1.04 Million 0.15% of portfolio
1,293
Q2 2025 Added 7.93%
$367B
$1.01 Million 0.15% of portfolio
7,412
Q2 2025 Added 2.74%
$46.7B
$1.06 Million 0.15% of portfolio
31,255
Q2 2025 Reduced 0.19%
$4.82B
$958,000 0.14% of portfolio
13,968
Q2 2025 Added 2.19%
$13.1B
$993,000 0.14% of portfolio
29,869
Q2 2025 Added 1.8%
$87.3B
$958,000 0.14% of portfolio
6,296
Q2 2025 Reduced 4.39%
$324B
$907,000 0.13% of portfolio
8,000
Q2 2025 Reduced 0.97%
$0
$890,000 0.13% of portfolio
19,789
Q2 2025 Added 20.61%
$86.2B
$923,000 0.13% of portfolio
3,167
Q2 2025 Reduced 1.83%
$44.6B
$868,000 0.13% of portfolio
4,163
Q2 2025 Reduced 11.88%
$44.8B
$892,000 0.13% of portfolio
29,787
Q2 2025 Reduced 7.4%
$54.7B
$924,000 0.13% of portfolio
15,873
Q2 2025 Reduced 15.15%
$218B
$895,000 0.13% of portfolio
2,307
Q2 2025 Reduced 1.54%

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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