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
$60B
$360,000 0.05% of portfolio
1,586
Q1 2025 Added 7.89%
$0
$342,000 0.05% of portfolio
4,567
Q2 2025 Reduced 2.04%
$34.8B
$345,000 0.05% of portfolio
1,415
Q2 2025 Added 1.58%
$0
$346,000 0.05% of portfolio
2,565
Q2 2025 Reduced 4.22%
$259B
$320,000 0.05% of portfolio
5,277
Q2 2025 Reduced 4.71%
$23.2B
$346,000 0.05% of portfolio
66,840
Q2 2025 Reduced 21.52%
$112B
$369,000 0.05% of portfolio
965
Q2 2025 Reduced 3.79%
$44.4B
$358,000 0.05% of portfolio
33,068
Q2 2025 Added 1.2%
$120B
$357,000 0.05% of portfolio
3,987
Q2 2025 Added 3.59%
$112B
$379,000 0.05% of portfolio
5,492
Q2 2025 Added 9.53%
$30.2B
$379,000 0.05% of portfolio
6,518
Q2 2025 Reduced 8.52%
$0
$355,000 0.05% of portfolio
60,063
Q2 2025 Added 2.75%
$0
$313,000 0.05% of portfolio
6,791
Q2 2025 Reduced 19.07%
$0
$320,000 0.05% of portfolio
6,119
Q2 2025 Added 7.9%
$53.1B
$313,000 0.05% of portfolio
1,276
Q2 2025 Reduced 7.4%
$124B
$325,000 0.05% of portfolio
1,055
Q2 2025 Reduced 5.97%
$52.5B
$312,000 0.05% of portfolio
1,526
Q2 2025 Reduced 26.35%
$150B
$271,000 0.04% of portfolio
907
Q2 2025 Reduced 4.12%
$0
$303,000 0.04% of portfolio
27,770
Q4 2024 Reduced 1.77%
$10.2B
$245,000 0.04% of portfolio
1,238
Q2 2025 Reduced 2.13%
$54.3B
$265,000 0.04% of portfolio
495
Q2 2025 Reduced 13.76%
$38.7B
$254,000 0.04% of portfolio
1,047
Q2 2025 Reduced 0.95%
$31.7B
$263,000 0.04% of portfolio
8,090
Q2 2025 Reduced 2.48%
$759M
$283,000 0.04% of portfolio
31,371
Q2 2025 Reduced 2.44%
$254M
$266,000 0.04% of portfolio
458,887
Q2 2025 Added 5.9%
$80B
$302,000 0.04% of portfolio
1,223
Q2 2025 Reduced 1.13%
$1.19B
$284,000 0.04% of portfolio
5,063
Q2 2025 Added 3.58%
$12.5B
$250,000 0.04% of portfolio
908
Q2 2025 Reduced 19.65%
$0
$296,000 0.04% of portfolio
7,509
Q2 2025 Added 2.19%
$0
$247,000 0.04% of portfolio
5,050
Q2 2025 Added 3.06%
$11.2B
$289,000 0.04% of portfolio
11,952
Q2 2025 Reduced 3.04%
$245B
$281,000 0.04% of portfolio
903
Q2 2025 Added 27.72%
$104B
$252,000 0.04% of portfolio
8,438
Q2 2025 Reduced 7.75%
$48.7B
$251,000 0.04% of portfolio
1,440
Q2 2025 Reduced 0.21%
$0
$243,000 0.04% of portfolio
6,806
Q2 2025 New
$229B
$277,000 0.04% of portfolio
2,038
Q2 2025 Added 12.66%
$19.7B
$257,000 0.04% of portfolio
2,255
Q2 2025 Reduced 6.16%
$9.35B
$291,000 0.04% of portfolio
14,260
Q2 2025 New
$17.2B
$302,000 0.04% of portfolio
6,452
Q2 2025 Reduced 3.57%
$63.8B
$260,000 0.04% of portfolio
2,582
Q2 2025 Added 11.58%
$94.7B
$287,000 0.04% of portfolio
392
Q2 2025 Reduced 0.76%
$6.4B
$310,000 0.04% of portfolio
3,443
Q2 2025 Added 1,403.49%
$10.3B
$273,000 0.04% of portfolio
8,861
Q2 2025 Reduced 0.09%
$121B
$299,000 0.04% of portfolio
6,201
Q2 2025 Reduced 1.12%
$0
$250,000 0.04% of portfolio
1,152
Q2 2025 New
$0
$266,000 0.04% of portfolio
83,839
Q2 2025 Added 368.71%
$0
$267,000 0.04% of portfolio
5,630
Q2 2025 Reduced 9.12%
$19.3B
$261,000 0.04% of portfolio
3,287
Q2 2025 Reduced 3.47%
$186B
$307,000 0.04% of portfolio
22,434
Q2 2025 Reduced 1.88%

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
Track This Portfolio

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email