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180 Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About 180 Wealth Advisors, LLC

Investment Activity

  • 180 Wealth Advisors, LLC has $627.86 million in total holdings as of March 31, 2025.
  • 180 Wealth Advisors, LLC owns shares of 413 different stocks, but just 130 companies or ETFs make up 80% of its holdings.
  • Approximately 7.27% of the portfolio was purchased this quarter.
  • About 4.63% of the portfolio was sold this quarter.
  • This quarter, 180 Wealth Advisors, LLC has purchased 430 new stocks and bought additional shares in 188 stocks.
  • 180 Wealth Advisors, LLC sold shares of 179 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Microsoft
$41,942,298
Apple
$23,080,970
NVIDIA
$21,439,953
Amazon.com
$17,791,615
MannKind
$11,039,362

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC
$3,403,538 Holding
009158106 - Air Products and Chemicals
$2,235,505 Holding
512807306 - LAM RESEARCH CORP
$1,783,107 Holding
536797103 - Lithia Motors
$1,652,337 Holding
040413205 - ARISTA NETWORKS INC
$1,059,152 Holding

Largest Purchases this Quarter

BLACKROCK INC
3,596 shares (about $3.40M)
Air Products and Chemicals
7,580 shares (about $2.24M)
LAM RESEARCH CORP
24,527 shares (about $1.78M)
Lithia Motors
5,629 shares (about $1.65M)
Intel
71,049 shares (about $1.61M)

Largest Sales this Quarter

Copart
12,275 shares (about $694.64K)
Apple
2,946 shares (about $654.40K)
Lululemon Athletica
2,084 shares (about $589.90K)
Match Group
18,098 shares (about $564.69K)
HCA Healthcare
1,453 shares (about $502.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings of180 Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$41,942,298$895,305 2.2%111,7306.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$23,080,970$654,398 -2.8%103,9073.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,439,953$79,659 0.4%197,8223.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,791,615$510,088 3.0%93,5122.8%Retail/Wholesale
MannKind Co. stock logo
MNKD
MannKind
$11,039,362$447,655 4.2%2,194,7041.8%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$10,756,924$168,938 -1.5%64,2471.7%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,857,020$131,102 -1.5%45,7371.4%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$8,733,070$71,419 0.8%292,8591.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$8,704,520$67,642 -0.8%33,5871.4%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,520,481$28,242 -0.3%14,7831.4%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,224,353$31,853 -0.4%63,7741.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,145,690$527,688 6.9%179,9751.3%ETF
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$7,447,493$200,461 2.8%496,8311.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,355,835$330,057 -4.3%7,7781.2%Retail/Wholesale
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$6,737,799$26,200 -0.4%175,6461.1%ETF
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$6,665,171$718,512 12.1%714,3811.1%Financial Services
Twilio Inc. stock logo
TWLO
Twilio
$6,245,971$236,061 -3.6%63,7931.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$6,027,744$79,274 -1.3%68,6611.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$5,853,353$116,861 2.0%37,4660.9%Computer and Technology
UiPath Inc. stock logo
PATH
UiPath
$5,667,019$667,873 13.4%550,1960.9%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,659,479$827,060 17.1%10,6270.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,612,175$92,320 -1.6%36,2920.9%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$5,301,627$77,616 -1.4%57,4450.8%Manufacturing
Comcast Co. stock logo
CMCSA
Comcast
$5,246,942$304,609 6.2%142,1940.8%Consumer Discretionary
Aberdeen Standard Physical Silver Shares ETF stock logo
SIVR
Aberdeen Standard Physical Silver Shares ETF
$4,927,315$141,776 3.0%151,5630.8%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$4,808,743$309,197 6.9%104,9940.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,665,478$5,642 0.1%19,0190.7%Finance
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$4,616,225$129,491 -2.7%78,3210.7%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$4,608,466$30,522 -0.7%55,5640.7%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$4,599,149$483,714 11.8%26,1660.7%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,486,768$70,715 -1.6%27,0290.7%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$4,424,403$197,904 4.7%141,6720.7%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$4,243,765$155,315 -3.5%44,0730.7%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$4,206,815$50,811 -1.2%42,8870.7%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,147,120$191,396 4.8%26,9980.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,058,599$2,103 -0.1%11,5810.6%Business Services
Snowflake Inc. stock logo
SNOW
Snowflake
$3,969,048$78,048 -1.9%27,1560.6%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,896,836$41,625 1.1%32,7660.6%Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$3,873,794$105,181 -2.6%15,5790.6%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$3,853,420$11,210 -0.3%207,2850.6%Energy
BLACKROCK INC
$3,403,538$3,403,538 New Holding3,5960.5%COM
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$3,355,848$61,058 1.9%42,8700.5%Finance
Medtronic plc stock logo
MDT
Medtronic
$3,327,917$108,552 3.4%37,0340.5%Medical
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,258,017$278,171 -7.9%52,8810.5%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$3,188,463$102,649 3.3%43,2690.5%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$3,136,143$20,566 0.7%81,5850.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,108,278$278,793 9.9%34,6290.5%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$3,089,360$314,786 11.3%11,5120.5%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$3,068,352$15,222 0.5%11,2880.5%Industrials
Chevron Co. stock logo
CVX
Chevron
$3,063,159$55,542 -1.8%18,3100.5%Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,033,384$111,941 3.8%27,6670.5%Industrials
eBay Inc. stock logo
EBAY
eBay
$3,011,208$116,496 4.0%44,4590.5%Retail/Wholesale
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$2,922,328$248,976 -7.9%15,3760.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,921,312$190,276 7.0%19,4830.5%Consumer Staples
Intel Co. stock logo
INTC
Intel
$2,904,970$1,613,521 124.9%127,9160.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$2,898,790$105,309 3.8%9,3040.5%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,869,831$490,752 20.6%10,7600.5%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$2,854,040$615,983 27.5%75,3840.5%Basic Materials
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$2,804,593$52,371 -1.8%63,3520.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,801,931$1,154,861 70.1%5,1290.4%Finance
The Boeing Company stock logo
BA
Boeing
$2,681,798$177,206 7.1%15,7240.4%Aerospace
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,681,352$69,810 -2.5%9,7560.4%ETF
American Tower Co. stock logo
AMT
American Tower
$2,641,216$102,054 4.0%12,1380.4%Finance
Prologis, Inc. stock logo
PLD
Prologis
$2,638,191$131,239 5.2%23,6000.4%Finance
GRAIL INC
$2,602,093$196,786 8.2%101,8830.4%COM
Illumina, Inc. stock logo
ILMN
Illumina
$2,574,345$974,216 60.9%32,4470.4%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,478,173$21,258 -0.9%32,7580.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,438,566$497,971 25.7%2,6150.4%Consumer Discretionary
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,402,009$107,723 -4.3%25,6650.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,370,386$225,871 10.5%25,3650.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,367,124$2,985 -0.1%14,2740.4%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,366,767$206,970 -8.0%30,2350.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,362,466$8,769 -0.4%4,5800.4%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,263,721$26,167 -1.1%14,1010.4%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,235,505$2,235,505 New Holding7,5800.4%Basic Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,175,075$64,410 -2.9%2,6340.3%Medical
Templeton Dragon Fund, Inc. stock logo
TDF
Templeton Dragon Fund
$2,144,025$451,138 26.6%221,0330.3%Finance
Tortoise Energy Infrastructure Co. stock logo
TYG
Tortoise Energy Infrastructure
$2,097,905$152,999 -6.8%48,7320.3%Finance
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$2,039,863$34,246 -1.7%65,7600.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,036,493$4,398 0.2%5,5570.3%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$2,013,471$542,408 36.9%71,1980.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,981,511$9,288 -0.5%13,6540.3%Computer and Technology
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$1,949,433$559,779 40.3%35,8350.3%ETF
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$1,940,143$109,067 6.0%34,6520.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,907,285$89,149 4.9%3,8510.3%Medical
Ball Co. stock logo
BALL
Ball
$1,889,114$108,931 6.1%36,2800.3%Industrials
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,888,925$142,485 -7.0%4,2290.3%Aerospace
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,888,475$453,387 31.6%31,6060.3%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,858,475$4,315 0.2%58,1500.3%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,829,071$19,748 -1.1%9,8180.3%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$1,828,468$5,162 0.3%22,6720.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,828,047$24,929 1.4%15,7660.3%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,805,686$116,893 6.9%69,7450.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,783,160$53,843 -2.9%39,3110.3%Computer and Technology
LAM RESEARCH CORP
$1,783,107$1,783,107 New Holding24,5270.3%COM NEW
RTX Co. stock logo
RTX
RTX
$1,735,069$152,327 -8.1%13,0990.3%Aerospace
Abrdn Life Sciences Investors stock logo
HQL
Abrdn Life Sciences Investors
$1,727,389$15,824 0.9%136,1220.3%Finance
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$1,652,337$1,652,337 New Holding5,6290.3%Retail/Wholesale
Gentex Co. stock logo
GNTX
Gentex
$1,628,064$94,808 6.2%69,8740.3%Auto/Tires/Trucks
Zscaler, Inc. stock logo
ZS
Zscaler
$1,623,072$22,620 -1.4%8,1800.3%Computer and Technology

Showing largest 100 holdings. View all holdings.
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