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CIK: 0001730817
Total reported value
$997.5M
$997.5M
404 檔
11.0%
In Q1 2024, 180 Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $997.5M, distributed across 404 disclosed stock positions.
During Q1 2024, 180 Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.47% | -0.54% | -0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.31% | -0.08% | +1.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | -0.06% | -17.22% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | +0.02% | -1.30% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | +0.12% | -1.76% | |
| 6 | MNKD | Mannkind CORP | Stock-Other | 1.58% | +0.92% | +12.57% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.06% | +0.68% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | -0.11% | -0.67% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.12% | -3.90% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.15% | +1.17% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +0.02% | +6.32% | |
| 12 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.05% | -0.40% | +0.21% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.08% | -2.63% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.21% | -3.78% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.99% | -0.06% | -1.97% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.11% | -2.22% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.03% | +11.03% | |
| 18 | PLD | Prologis Inc | Stock-Real Estate | 0.90% | -0.03% | +1.71% | |
| 19 | PATH | Uipath Inc - Class A | Stock-Tech | 0.83% | -0.09% | +7.24% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.82% | +0.02% | +0.54% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | -0.10% | -1.83% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.80% | -0.08% | -3.16% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-Other | 0.78% | -0.03% | -2.60% | |
| 24 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.78% | -0.47% | +6.99% | |
| 25 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.78% | -0.51% | +21.23% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.77% | -0.06% | -6.90% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.74% | -0.01% | +0.21% | |
| 28 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.73% | +0.09% | +3.44% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.20% | -0.52% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.02% | +0.67% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.03% | +79.75% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.19% | +210.49% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.69% | +0.08% | -2.17% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.03% | +3.53% | |
| 35 | BCX | Blackrock Resources & Commod | Stock-Other | 0.67% | -0.25% | +30.27% | |
| 36 | P | Everpure Inc-a | Stock-Tech | 0.66% | +0.09% | -4.84% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | +0.01% | +3.01% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.42% | +17.80% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.04% | +0.61% | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 0.62% | -0.06% | -2.85% | |
| 41 | TWLO | Twilio Inc - A | Stock-Tech | 0.59% | +0.27% | +29.45% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.02% | +0.51% | |
| 43 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.58% | -0.40% | +5.82% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.57% | +0.01% | +34.16% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.56% | -0.09% | +3.29% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | +2.94% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.02% | +6.45% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | — | +4.03% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.02% | -10.99% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.14% | -4.05% |
According to official SEC Form 13F filings, 180 Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $997.5M across 404 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 11.0% of total reported equity market value during Q1 2024.
During Q1 2024, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (8.5%)、AAPL (3.3%)、NVDA (3.2%). The largest single position, MSFT, represented 8.5% of total portfolio value.
In Q1 2024, 180 Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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