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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92T
$46.1 Million 7.29% of portfolio
109,345
Q4 2024 Reduced 0.48%
$3.51T
$26.8 Million 4.23% of portfolio
106,853
Q4 2024 Reduced 0.09%
$293B
$26.5 Million 4.19% of portfolio
197,087
Q4 2024 Added 9.25%
$2T
$19.9 Million 3.15% of portfolio
90,831
Q4 2024 Reduced 0.08%
$77.6B
$15.1 Million 2.39% of portfolio
65,256
Q4 2024 Reduced 2.68%
$785B
$13.7 Million 2.16% of portfolio
33,848
Q4 2024 Reduced 2.86%
$1.34B
$13.5 Million 2.14% of portfolio
2,105,707
Q4 2024 Added 1.02%
$1.32T
$8.75 Million 1.38% of portfolio
14,832
Q4 2024 Reduced 1.61%
$402B
$7.45 Million 1.18% of portfolio
8,127
Q4 2024 Reduced 0.96%
$17.9B
$7.16 Million 1.13% of portfolio
66,204
Q4 2024 Reduced 2.37%
$1.01T
$6.99 Million 1.11% of portfolio
36,718
Q4 2024 Reduced 0.95%
$972B
$6.98 Million 1.1% of portfolio
36,889
Q4 2024 Reduced 0.5%
$233B
$6.29 Million 0.99% of portfolio
69,564
Q4 2024 Added 7.46%
$5.05B
$6.17 Million 0.98% of portfolio
485,354
Q4 2024 Added 3.96%
$0
$5.44 Million 0.86% of portfolio
637,370
Q4 2024 Added 9.92%
$917B
$5.42 Million 0.86% of portfolio
27,455
Q4 2024 Reduced 3.36%
$709B
$4.55 Million 0.72% of portfolio
18,996
Q4 2024 Reduced 1.74%
$70.1B
$4.52 Million 0.71% of portfolio
23,414
Q4 2024 Added 13.72%
$50.7B
$4.28 Million 0.68% of portfolio
27,690
Q4 2024 Added 0.71%
$688B
$4.11 Million 0.65% of portfolio
9,074
Q4 2024 Added 1.58%
$57.4B
$4.07 Million 0.64% of portfolio
207,888
Q4 2024 Reduced 0.77%
$114B
$3.96 Million 0.63% of portfolio
43,405
Q4 2024 Reduced 3.75%
$176B
$3.96 Million 0.63% of portfolio
25,752
Q4 2024 Added 6.58%
$15.3B
$3.96 Million 0.63% of portfolio
64,535
Q4 2024 Reduced 1.73%
$118B
$3.73 Million 0.59% of portfolio
11,232
Q4 2024 Reduced 0.35%
$549B
$3.66 Million 0.58% of portfolio
11,587
Q4 2024 Added 1.31%
$219B
$3.52 Million 0.56% of portfolio
16,002
Q4 2024 Reduced 3.53%
$281B
$3.46 Million 0.55% of portfolio
10,339
Q4 2024 Added 2.24%
$52.7B
$3.47 Million 0.55% of portfolio
16,686
Q4 2024 Added 4.67%
$481B
$3.49 Million 0.55% of portfolio
32,416
Q4 2024 Reduced 27.29%
$66.9B
$3.3 Million 0.52% of portfolio
26,646
Q4 2024 Added 1.48%
$236B
$3.14 Million 0.5% of portfolio
31,523
Q4 2024 Added 7.42%
$142B
$3.12 Million 0.49% of portfolio
42,090
Q4 2024 Added 3.22%
$23.4B
$2.88 Million 0.46% of portfolio
26,420
Q4 2024 Added 6.25%
$120B
$2.86 Million 0.45% of portfolio
35,826
Q4 2024 Added 7.96%
$200B
$2.77 Million 0.44% of portfolio
18,214
Q4 2024 Added 4.68%
$322B
$2.7 Million 0.43% of portfolio
18,642
Q4 2024 Reduced 2.94%
$13.8B
$2.7 Million 0.43% of portfolio
20,168
Q4 2024 Reduced 2.6%
$36.1B
$2.65 Million 0.42% of portfolio
42,739
Q4 2024 Added 2.71%
$106B
$2.6 Million 0.41% of portfolio
14,685
Q4 2024 Reduced 1.33%
$100B
$2.37 Million 0.37% of portfolio
22,426
Q4 2024 Added 7.01%
$169B
$2.34 Million 0.37% of portfolio
8,966
Q4 2024 Reduced 0.97%
$57.5B
$2.25 Million 0.36% of portfolio
59,114
Q4 2024 Added 6.73%
$0
$2.2 Million 0.35% of portfolio
52,286
Q4 2024 Reduced 3.21%
$131B
$2.23 Million 0.35% of portfolio
13,718
Q4 2024 Reduced 13.11%
$115B
$2.21 Million 0.35% of portfolio
4,548
Q4 2024 Reduced 9.87%
$359B
$2.16 Million 0.34% of portfolio
5,545
Q4 2024 Reduced 0.14%
$101B
$2.14 Million 0.34% of portfolio
11,669
Q4 2024 Added 3.59%
$39.5B
$2.17 Million 0.34% of portfolio
5,680
Q4 2024 Added 14.38%

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
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