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
$91.7B
$287,000 0.04% of portfolio
5,296
Q2 2025 Added 17.09%
$7.47B
$307,000 0.04% of portfolio
89,627
Q2 2025 Reduced 4.49%
$0
$267,000 0.04% of portfolio
8,706
Q3 2024 Added 4.9%
$51.4B
$288,000 0.04% of portfolio
3,882
Q2 2025 Reduced 6.5%
$0
$250,000 0.04% of portfolio
2,978
Q2 2025 Reduced 3.19%
$18B
$245,000 0.04% of portfolio
7,486
Q2 2025 Reduced 14.11%
$3.67B
$272,000 0.04% of portfolio
14,000
Q4 2024 Added 16.67%
$0
$262,000 0.04% of portfolio
4,903
Q2 2025 Added 5.08%
$36.7B
$206,000 0.03% of portfolio
1,688
Q2 2025 New
$36.3B
$224,000 0.03% of portfolio
1,735
Q2 2025 New
$976M
$199,000 0.03% of portfolio
39,430
Q2 2025 Added 37.08%
$12.7B
$213,000 0.03% of portfolio
5,527
Q2 2025 New
$323B
$204,000 0.03% of portfolio
674
Q2 2025 New
$0
$216,000 0.03% of portfolio
30,443
Q2 2025 Reduced 0.87%
$185B
$206,000 0.03% of portfolio
2,425
Q2 2025 New
$95.5B
$223,000 0.03% of portfolio
2,386
Q2 2025 New
$257B
$223,000 0.03% of portfolio
1,844
Q2 2025 New
$0
$223,000 0.03% of portfolio
527
Q2 2025 New
$0
$201,000 0.03% of portfolio
18,416
Q4 2024 Reduced 4.52%
$26.4B
$224,000 0.03% of portfolio
480
Q2 2025 New
$46.1B
$227,000 0.03% of portfolio
1,643
Q2 2025 New
$0
$201,000 0.03% of portfolio
1,102
Q2 2025 Reduced 12.12%
$5.03B
$235,000 0.03% of portfolio
2,847
Q2 2025 New
$5.22B
$174,000 0.03% of portfolio
18,959
Q2 2025 Added 10.62%
$7.1B
$231,000 0.03% of portfolio
4,687
Q2 2025 Reduced 2.8%
$536M
$201,000 0.03% of portfolio
9,091
Q2 2025 New
$0
$228,000 0.03% of portfolio
1,175
Q2 2025 Reduced 12.77%
$0
$235,000 0.03% of portfolio
1,206
Q2 2025 Reduced 2.58%
$0
$206,000 0.03% of portfolio
1,533
Q2 2025 Added 5.94%
$76.4B
$230,000 0.03% of portfolio
2,081
Q2 2025 New
$33B
$220,000 0.03% of portfolio
7,830
Q2 2025 New
$20.7B
$240,000 0.03% of portfolio
3,162
Q2 2025 New
$0
$239,000 0.03% of portfolio
6,118
Q2 2025 New
$95.8B
$213,000 0.03% of portfolio
1,808
Q2 2025 Reduced 2.27%
$13.4B
$210,000 0.03% of portfolio
3,805
Q2 2025 Reduced 11.37%
$0
$222,000 0.03% of portfolio
4,516
Q2 2025 New
$0
$192,000 0.03% of portfolio
18,865
Q2 2024 Reduced 0.88%
$1.79B
$117,000 0.02% of portfolio
10,808
Q2 2025 Reduced 0.32%
$1.63B
$145,000 0.02% of portfolio
10,769
Q2 2025 Added 7.19%
$21.7B
$124,000 0.02% of portfolio
12,070
Q2 2025 Added 0.6%
$509M
$161,000 0.02% of portfolio
48,528
Q2 2025 Added 93.27%
$0
$106,000 0.02% of portfolio
22,175
Q2 2025 Added 11.29%
$31.5B
$150,000 0.02% of portfolio
28,704
Q2 2025 Reduced 2.11%
$252M
$125,000 0.02% of portfolio
16,018
Q2 2025 Added 6.32%
$0
$104,000 0.02% of portfolio
13,069
Q4 2024 Reduced 8.0%
$14.1B
$109,000 0.02% of portfolio
10,507
Q2 2025 Reduced 37.32%
$350M
$122,000 0.02% of portfolio
63,990
Q2 2025 Reduced 21.79%
$1.17B
$47,000 0.01% of portfolio
10,000
Q3 2024 New
$35.3B
$90,000 0.01% of portfolio
37,591
Q2 2025 Added 4.06%

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