180 Wealth Advisors, LLC Portfolio Holdings

180 Wealth Advisors, LLC

  • $632 Million
  • Q4 2024

180 Wealth Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $632 Million distributed in 430 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $46.1M, Apple Inc. with a value of $26.8M, Nvidia Corp with a value of $26.5M, Amazon Com Inc with a value of $19.9M, and Broadcom Inc. with a value of $15.1M.

Examining the 13F form we can see an increase of $2.86M in the current position value, from $629M to 632M.

Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $632 Million
Technology: $178 Million
ETFs: $148 Million
Consumer Cyclical: $66.6 Million
Financial Services: $51.7 Million
Communication Services: $45.6 Million
Healthcare: $45.4 Million
Industrials: $34.9 Million
Energy: $21.8 Million
Other: $38.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$46.1 Million 7.29% of portfolio
109,345
Q4 2024 Reduced 0.48%
$3.79T
$26.8 Million 4.23% of portfolio
106,853
Q4 2024 Reduced 0.09%
$299B
$26.5 Million 4.19% of portfolio
197,087
Q4 2024 Added 9.25%
$2.42T
$19.9 Million 3.15% of portfolio
90,831
Q4 2024 Reduced 0.08%
$89.6B
$15.1 Million 2.39% of portfolio
65,256
Q4 2024 Reduced 2.68%
$1.28T
$13.7 Million 2.16% of portfolio
33,848
Q4 2024 Reduced 2.86%
$1.49B
$13.5 Million 2.14% of portfolio
2,105,707
Q4 2024 Added 1.02%
$1.55T
$8.75 Million 1.38% of portfolio
14,832
Q4 2024 Reduced 1.61%
$0
$8.45 Million 1.34% of portfolio
46,414
Q4 2024 Reduced 0.77%
$0
$8.17 Million 1.29% of portfolio
64,021
Q4 2024 Reduced 0.1%
$434B
$7.45 Million 1.18% of portfolio
8,127
Q4 2024 Reduced 0.96%
$0
$7.41 Million 1.17% of portfolio
168,316
Q4 2024 Added 9.19%
$3.88B
$7.27 Million 1.15% of portfolio
290,464
Q4 2024 Added 1.97%
$25.4B
$7.16 Million 1.13% of portfolio
66,204
Q4 2024 Reduced 2.37%
$1.25T
$6.99 Million 1.11% of portfolio
36,718
Q4 2024 Reduced 0.95%
$1.22T
$6.98 Million 1.1% of portfolio
36,889
Q4 2024 Reduced 0.5%
$6.64B
$6.17 Million 0.98% of portfolio
485,354
Q4 2024 Added 3.96%
$0
$5.58 Million 0.88% of portfolio
483,458
Q4 2024 Added 2.11%
$0
$5.44 Million 0.86% of portfolio
637,370
Q4 2024 Added 9.92%
$1.09T
$5.42 Million 0.86% of portfolio
27,455
Q4 2024 Reduced 3.36%
$0
$5.4 Million 0.85% of portfolio
58,286
Q4 2024 Reduced 1.6%
$148B
$5.03 Million 0.79% of portfolio
133,939
Q4 2024 Added 4.38%
$0
$4.96 Million 0.78% of portfolio
176,329
Q4 2024 Added 3.17%
$0
$4.6 Million 0.73% of portfolio
45,686
Q4 2024 Reduced 1.29%
$784B
$4.55 Million 0.72% of portfolio
18,996
Q4 2024 Reduced 1.74%
$81.2B
$4.52 Million 0.71% of portfolio
23,414
Q4 2024 Added 13.72%
$0
$4.47 Million 0.71% of portfolio
55,932
Q4 2024 Added 0.07%
$58.1B
$4.28 Million 0.68% of portfolio
27,690
Q4 2024 Added 0.71%
$0
$4.22 Million 0.67% of portfolio
80,518
Q4 2024 Reduced 1.35%
$610B
$4.11 Million 0.65% of portfolio
9,074
Q4 2024 Added 1.58%
$63.2B
$4.07 Million 0.64% of portfolio
207,888
Q4 2024 Reduced 0.77%
$1.46B
$4.06 Million 0.64% of portfolio
147,202
Q4 2024 Added 2.75%
$124B
$3.96 Million 0.63% of portfolio
43,405
Q4 2024 Reduced 3.75%
$194B
$3.96 Million 0.63% of portfolio
25,752
Q4 2024 Added 6.58%
$20.3B
$3.96 Million 0.63% of portfolio
64,535
Q4 2024 Reduced 1.73%
$0
$3.95 Million 0.62% of portfolio
135,335
Q4 2024 Added 5.48%
$130B
$3.73 Million 0.59% of portfolio
11,232
Q4 2024 Reduced 0.35%
$559B
$3.66 Million 0.58% of portfolio
11,587
Q4 2024 Added 1.31%
$229B
$3.52 Million 0.56% of portfolio
16,002
Q4 2024 Reduced 3.53%
$0
$3.52 Million 0.56% of portfolio
57,396
Q4 2024 Reduced 7.22%
$342B
$3.46 Million 0.55% of portfolio
10,339
Q4 2024 Added 2.24%
$54.8B
$3.47 Million 0.55% of portfolio
16,686
Q4 2024 Added 4.67%
$445B
$3.49 Million 0.55% of portfolio
32,416
Q4 2024 Reduced 27.29%
$0
$3.33 Million 0.53% of portfolio
98,243
Q4 2024 Added 4.12%
$76.8B
$3.3 Million 0.52% of portfolio
26,646
Q4 2024 Added 1.48%
$0
$3.28 Million 0.52% of portfolio
81,050
Q4 2024 Added 2.84%
$250B
$3.14 Million 0.5% of portfolio
31,523
Q4 2024 Added 7.42%
$150B
$3.12 Million 0.49% of portfolio
42,090
Q4 2024 Added 3.22%
$0
$2.9 Million 0.46% of portfolio
10,010
Q4 2024 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 430
  • Current Value $632 Million
  • Prior Value $629 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 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