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
$100B
$297,000 0.04% of portfolio
8,647
Q3 2025 Added 2.48%
$36.6B
$355,000 0.04% of portfolio
5,851
Q3 2025 Added 6.85%
$267B
$304,000 0.04% of portfolio
1,593
Q3 2025 Reduced 14.54%
$0
$350,000 0.04% of portfolio
2,901
Q3 2025 Reduced 0.1%
$0
$300,000 0.04% of portfolio
26,553
Q3 2025 Reduced 4.38%
$0
$314,000 0.04% of portfolio
6,163
Q3 2025 Added 0.74%
$54.4B
$283,000 0.04% of portfolio
928
Q3 2025 New
$0
$355,000 0.04% of portfolio
884
Q2 2023 New
$53.1B
$310,000 0.04% of portfolio
1,264
Q3 2025 Reduced 0.94%
$116B
$308,000 0.04% of portfolio
1,050
Q3 2025 Reduced 0.47%
$98.1B
$210,000 0.03% of portfolio
1,704
Q3 2025 Reduced 5.75%
$50B
$238,000 0.03% of portfolio
1,377
Q3 2025 Reduced 4.38%
$0
$206,000 0.03% of portfolio
18,615
Q3 2025 Reduced 1.33%
$5.47B
$204,000 0.03% of portfolio
20,903
Q3 2025 Added 10.25%
$15.1B
$210,000 0.03% of portfolio
3,870
Q3 2025 New
$4.18B
$210,000 0.03% of portfolio
6,172
Q3 2025 New
$107B
$200,000 0.03% of portfolio
2,656
Q3 2025 New
$224B
$263,000 0.03% of portfolio
1,969
Q3 2025 Reduced 3.39%
$147B
$248,000 0.03% of portfolio
1,008
Q3 2025 Added 11.14%
$18.3B
$214,000 0.03% of portfolio
9,151
Q3 2025 New
$29.6B
$265,000 0.03% of portfolio
2,192
Q3 2025 Reduced 83.31%
$6.06B
$226,000 0.03% of portfolio
4,552
Q3 2025 Reduced 2.88%
$4.45B
$241,000 0.03% of portfolio
3,533
Q3 2025 New
$10.6B
$262,000 0.03% of portfolio
1,198
Q3 2025 Reduced 3.23%
$0
$203,000 0.03% of portfolio
18,416
Q4 2024 Reduced 4.52%
$0
$218,000 0.03% of portfolio
1,814
Q3 2025 New
$0
$250,000 0.03% of portfolio
5,000
Q3 2025 Reduced 0.99%
$31.4B
$227,000 0.03% of portfolio
7,860
Q3 2025 Added 0.38%
$186B
$235,000 0.03% of portfolio
2,324
Q3 2025 Reduced 4.16%
$0
$233,000 0.03% of portfolio
30,628
Q3 2025 Added 0.61%
$40.8B
$213,000 0.03% of portfolio
2,365
Q3 2025 Reduced 1.17%
$0
$252,000 0.03% of portfolio
1,053
Q3 2025 Reduced 8.59%
$13B
$214,000 0.03% of portfolio
8,652
Q3 2025 New
$19.8B
$238,000 0.03% of portfolio
9,696
Q3 2025 New
$86.7B
$249,000 0.03% of portfolio
5,224
Q3 2025 Reduced 1.36%
$16.6B
$267,000 0.03% of portfolio
5,759
Q3 2025 Reduced 10.74%
$0
$275,000 0.03% of portfolio
8,706
Q3 2024 Added 4.9%
$11.1B
$259,000 0.03% of portfolio
1,592
Q3 2025 New
$3.46B
$213,000 0.03% of portfolio
12,135
Q3 2025 New
$0
$254,000 0.03% of portfolio
4,742
Q3 2025 Reduced 3.28%
$0
$212,000 0.03% of portfolio
5,099
Q3 2025 New
$0
$276,000 0.03% of portfolio
1,791
Q3 2025 Reduced 15.76%
$0
$275,000 0.03% of portfolio
5,907
Q3 2025 Reduced 13.02%
$0
$241,000 0.03% of portfolio
2,843
Q3 2025 Reduced 4.53%
$75.3B
$223,000 0.03% of portfolio
2,032
Q3 2025 New
$0
$212,000 0.03% of portfolio
1,091
Q3 2025 Reduced 1.0%
$34.1B
$233,000 0.03% of portfolio
1,721
Q3 2025 Reduced 0.81%
$19.5B
$260,000 0.03% of portfolio
3,142
Q3 2025 Reduced 4.41%
$12.9B
$257,000 0.03% of portfolio
5,438
Q3 2025 Reduced 1.61%

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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