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

About 180 Wealth Advisors, LLC

Investment Activity

180 Wealth Advisors, LLC has $638.32 million in total holdings as of December 31, 2024.
180 Wealth Advisors, LLC owns shares of 430 different stocks, but just 127 companies or ETFs make up 80% of its holdings.
Approximately 4.12% of the portfolio was purchased this quarter.
About 5.04% of the portfolio was sold this quarter.
This quarter, 180 Wealth Advisors, LLC has purchased 445 new stocks and bought additional shares in 188 stocks.
180 Wealth Advisors, LLC sold shares of 204 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Microsoft: $46,089,019
Apple: $26,758,142
NVIDIA: $26,466,849
Amazon.com: $19,927,316
Broadcom: $15,129,022

Largest New Holdings this Quarter

Vistra: $600,424 Holding
PVH: $564,599 Holding
Chubb: $541,619 Holding
Valaris: $409,132 Holding
NextEra Energy Partners: $368,282 Holding

Largest Purchases this Quarter

NVIDIA: 16,691 shares (about $2.24M)
ProShares Ultra QQQ: 8,959 shares (about $969.74K)
Vanguard FTSE Emerging Markets ETF: 14,163 shares (about $623.74K)
Templeton Dragon Fund: 71,032 shares (about $603.06K)
Vistra: 4,355 shares (about $600.42K)

Largest Sales this Quarter

KLA: 3,414 shares (about $2.15M)
Exxon Mobil: 12,168 shares (about $1.31M)
UnitedHealth Group: 1,367 shares (about $691.87K)
McKesson: 850 shares (about $484.64K)
Procter & Gamble: 2,628 shares (about $440.57K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$46,089,019	$220,445 ▼	-0.5%	109,345	7.2%	Computer and Technology
AAPL Apple	$26,758,142	$23,539 ▼	-0.1%	106,853	4.2%	Computer and Technology
NVDA NVIDIA	$26,466,849	$2,241,437 ▲	9.3%	197,087	4.1%	Computer and Technology
AMZN Amazon.com	$19,927,316	$15,796 ▼	-0.1%	90,831	3.1%	Retail/Wholesale
AVGO Broadcom	$15,129,022	$416,387 ▼	-2.7%	65,256	2.4%	Computer and Technology
TSLA Tesla	$13,669,094	$403,030 ▼	-2.9%	33,848	2.1%	Auto/Tires/Trucks
MNKD MannKind	$13,539,694	$136,123 ▲	1.0%	2,105,707	2.1%	Medical
VIG Vanguard Dividend Appreciation ETF	$9,089,166	$70,106 ▼	-0.8%	46,414	1.4%	ETF
META Meta Platforms	$8,684,116	$141,691 ▼	-1.6%	14,832	1.4%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$8,168,476	$8,293 ▼	-0.1%	64,021	1.3%	ETF
COST Costco Wholesale	$7,446,618	$72,386 ▼	-1.0%	8,127	1.2%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$7,412,643	$623,739 ▲	9.2%	168,316	1.2%	ETF
SGOL abrdn Physical Gold Shares ETF	$7,276,136	$140,456 ▲	2.0%	290,464	1.1%	ETF
TWLO Twilio	$7,155,326	$174,009 ▼	-2.4%	66,204	1.1%	Computer and Technology
GOOG Alphabet	$6,992,503	$66,844 ▼	-0.9%	36,718	1.1%	Computer and Technology
GOOGL Alphabet	$6,983,172	$34,832 ▼	-0.5%	36,889	1.1%	Computer and Technology
WMT Walmart	$6,285,075	$436,569 ▲	7.5%	69,564	1.0%	Retail/Wholesale
PATH UiPath	$6,168,849	$235,046 ▲	4.0%	485,354	1.0%	Business Services
SLVP iShares MSCI Global Silver and Metals Miners ETF	$5,579,102	$115,031 ▲	2.1%	483,458	0.9%	ETF
BCX Blackrock Resources & Commodities Strategy Trust	$5,443,142	$491,409 ▲	9.9%	637,370	0.9%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$5,422,107	$188,801 ▼	-3.4%	27,455	0.8%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$5,396,734	$87,868 ▼	-1.6%	58,286	0.8%	Manufacturing
CMCSA Comcast	$5,026,721	$210,843 ▲	4.4%	133,939	0.8%	Consumer Discretionary
RING iShares MSCI Global Gold Miners ETF	$4,956,616	$152,160 ▲	3.2%	176,329	0.8%	ETF
IOO iShares Global 100 ETF	$4,603,753	$59,958 ▼	-1.3%	45,686	0.7%	ETF
JPM JPMorgan Chase & Co.	$4,553,595	$80,544 ▼	-1.7%	18,996	0.7%	Finance
PNC The PNC Financial Services Group	$4,515,390	$544,801 ▲	13.7%	23,414	0.7%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$4,474,034	$3,200 ▲	0.1%	55,932	0.7%	ETF
SNOW Snowflake	$4,275,536	$30,109 ▲	0.7%	27,690	0.7%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$4,224,766	$57,717 ▼	-1.3%	80,518	0.7%	ETF
BRK.B Berkshire Hathaway	$4,113,078	$63,913 ▲	1.6%	9,074	0.6%	Finance
ET Energy Transfer	$4,072,520	$31,638 ▼	-0.8%	207,888	0.6%	Oils/Energy
SIVR Aberdeen Standard Physical Silver Shares ETF	$4,058,361	$108,626 ▲	2.8%	147,202	0.6%	ETF
PSTG Pure Storage	$3,964,385	$69,907 ▼	-1.7%	64,535	0.6%	Computer and Technology
SBUX Starbucks	$3,960,679	$154,485 ▼	-3.8%	43,405	0.6%	Retail/Wholesale
QCOM QUALCOMM	$3,956,018	$244,102 ▲	6.6%	25,752	0.6%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$3,951,783	$205,159 ▲	5.5%	135,335	0.6%	ETF
ETN Eaton	$3,727,567	$12,943 ▼	-0.3%	11,232	0.6%	Industrial Products
V Visa	$3,661,905	$47,405 ▲	1.3%	11,587	0.6%	Business Services
DGRO iShares Core Dividend Growth ETF	$3,520,673	$274,006 ▼	-7.2%	57,396	0.6%	ETF
IBM International Business Machines	$3,517,686	$128,599 ▼	-3.5%	16,002	0.6%	Computer and Technology
XOM Exxon Mobil	$3,487,037	$1,308,930 ▼	-27.3%	32,416	0.5%	Oils/Energy
NXPI NXP Semiconductors	$3,468,103	$154,845 ▲	4.7%	16,686	0.5%	Computer and Technology
CRM Salesforce	$3,456,638	$75,893 ▲	2.2%	10,339	0.5%	Computer and Technology
GDX VanEck Gold Miners ETF	$3,331,433	$131,910 ▲	4.1%	98,243	0.5%	ETF
EMR Emerson Electric	$3,302,300	$48,086 ▲	1.5%	26,646	0.5%	Industrial Products
DFAU Dimensional US Core Equity Market ETF	$3,281,715	$90,495 ▲	2.8%	81,050	0.5%	ETF
MRK Merck & Co., Inc.	$3,135,914	$216,568 ▲	7.4%	31,523	0.5%	Medical
SCHW Charles Schwab	$3,115,110	$97,250 ▲	3.2%	42,090	0.5%	Finance
VTI Vanguard Total Stock Market ETF	$2,901,072	$38,546 ▼	-1.3%	10,010	0.5%	ETF
PHM PulteGroup	$2,877,138	$169,231 ▲	6.2%	26,420	0.5%	Construction
MDT Medtronic	$2,861,778	$210,963 ▲	8.0%	35,826	0.4%	Medical
VYMI Vanguard International High Dividend Yield ETF	$2,842,564	$111,460 ▲	4.1%	41,876	0.4%	ETF
PEP PepsiCo	$2,769,607	$123,776 ▲	4.7%	18,214	0.4%	Consumer Staples
CVX Chevron	$2,700,079	$81,834 ▼	-2.9%	18,642	0.4%	Oils/Energy
ILMN Illumina	$2,695,050	$71,893 ▼	-2.6%	20,168	0.4%	Medical
EBAY eBay	$2,647,681	$69,942 ▲	2.7%	42,739	0.4%	Retail/Wholesale
BA Boeing	$2,599,293	$35,047 ▼	-1.3%	14,685	0.4%	Aerospace
BSV Vanguard Short-Term Bond ETF	$2,540,539	$188,769 ▼	-6.9%	32,879	0.4%	ETF
VOO Vanguard S&P 500 ETF	$2,476,671	$124,453 ▼	-4.8%	4,597	0.4%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,380,996	$122,974 ▼	-4.9%	26,816	0.4%	ETF
PLD Prologis	$2,370,457	$155,275 ▲	7.0%	22,426	0.4%	Finance
AMGN Amgen	$2,336,991	$22,937 ▼	-1.0%	8,966	0.4%	Medical
IEFA iShares Core MSCI EAFE ETF	$2,322,009	$773 ▼	0.0%	33,039	0.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,307,526	$5,500 ▼	-0.2%	14,264	0.4%	ETF
FCX Freeport-McMoRan	$2,251,065	$141,924 ▲	6.7%	59,114	0.4%	Basic Materials
AMAT Applied Materials	$2,231,034	$336,656 ▼	-13.1%	13,718	0.3%	Computer and Technology
LMT Lockheed Martin	$2,210,276	$242,022 ▼	-9.9%	4,548	0.3%	Aerospace
TYG Tortoise Energy Infrastructure	$2,196,015	$72,828 ▼	-3.2%	52,286	0.3%	Finance
LULU Lululemon Athletica	$2,172,089	$273,041 ▲	14.4%	5,680	0.3%	Consumer Discretionary
HD Home Depot	$2,156,876	$3,112 ▼	-0.1%	5,545	0.3%	Retail/Wholesale
QLD ProShares Ultra QQQ	$2,153,362	$969,738 ▲	81.9%	19,894	0.3%	ETF
AMT American Tower	$2,140,240	$74,099 ▲	3.6%	11,669	0.3%	Finance
LLY Eli Lilly and Company	$2,093,317	$14,666 ▲	0.7%	2,712	0.3%	Medical
JNJ Johnson & Johnson	$2,066,908	$137,823 ▲	7.1%	14,292	0.3%	Medical
VTWO Vanguard Russell 2000 ETF	$2,019,601	$135,784 ▲	7.2%	22,608	0.3%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$1,992,832	$54,823 ▲	2.8%	58,015	0.3%	Finance
TMUS T-Mobile US	$1,968,925	$138,840 ▼	-6.6%	8,920	0.3%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,966,707	$7,134 ▼	-0.4%	9,924	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$1,965,733	$330,392 ▲	20.2%	22,948	0.3%	ETF
ISRG Intuitive Surgical	$1,916,115	$6,264 ▼	-0.3%	3,671	0.3%	Medical
AVY Avery Dennison	$1,910,972	$159,061 ▲	9.1%	10,212	0.3%	Industrial Products
GNTX Gentex	$1,890,578	$12,555 ▲	0.7%	65,805	0.3%	Auto/Tires/Trucks
BALL Ball	$1,884,792	$138,101 ▲	7.9%	34,188	0.3%	Industrial Products
XME SPDR S&P Metals & Mining ETF	$1,855,958	$119,289 ▲	6.9%	32,704	0.3%	ETF
NFLX Netflix	$1,854,837	$66,849 ▼	-3.5%	2,081	0.3%	Consumer Discretionary
IDV iShares International Select Dividend ETF	$1,830,730	$8,351 ▲	0.5%	66,864	0.3%	ETF
VT Vanguard Total World Stock ETF	$1,826,910	$7,636 ▼	-0.4%	15,551	0.3%	ETF
HQL Abrdn Life Sciences Investors	$1,769,558	$9,302 ▲	0.5%	134,875	0.3%	Finance
GS The Goldman Sachs Group	$1,726,228	$398,492 ▲	30.0%	3,015	0.3%	Finance
GRAIL INC	$1,681,078	$450,641 ▲	36.6%	94,178	0.3%	COM
DFAE Dimensional Emerging Core Equity Market ETF	$1,654,874	$167,289 ▲	11.2%	65,230	0.3%	ETF
RTX RTX	$1,648,859	$183,297 ▼	-10.0%	14,249	0.3%	Aerospace
VZ Verizon Communications	$1,619,512	$140,085 ▼	-8.0%	40,498	0.3%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$1,563,087	$510,031 ▲	48.4%	24,018	0.2%	ETF
ZS Zscaler	$1,496,317	$39,510 ▼	-2.6%	8,294	0.2%	Computer and Technology
EW Edwards Lifesciences	$1,492,297	$2,369 ▼	-0.2%	20,158	0.2%	Medical
UAL United Airlines	$1,487,184	$17,381 ▼	-1.2%	15,316	0.2%	Transportation
TDF Templeton Dragon Fund	$1,481,711	$603,063 ▲	68.6%	174,524	0.2%	Finance
TIP iShares TIPS Bond ETF	$1,420,978	$335,639 ▲	30.9%	13,336	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of180 Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools