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CIK: 0001730817
Total reported value
$997.5M
$997.5M
434 檔
12.9%
During the Q2 2024 filing period, 180 Wealth Advisors, LLC (CIK: 0001730817) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $997.5M across 434 reported positions.
During Q2 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 434 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.19% | -0.54% | -1.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.08% | +0.42% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | -0.06% | +836.34% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.02% | +0.61% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.91% | +0.12% | -6.51% | |
| 6 | MNKD | Mannkind CORP | Stock-Other | 1.86% | +0.92% | +4.73% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.42% | -0.06% | -1.39% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.39% | +0.02% | +2.95% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.12% | +1.82% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | -0.11% | -0.13% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.15% | -4.63% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.08% | -3.21% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.11% | +1.84% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.03% | -0.40% | -0.84% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | -0.03% | +10.09% | |
| 16 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.99% | -0.51% | +6.66% | |
| 17 | PATH | Uipath Inc - Class A | Stock-Tech | 0.89% | -0.09% | +117.57% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.21% | -2.97% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.87% | +0.20% | -2.07% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.87% | -0.06% | -2.06% | |
| 21 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.86% | -0.47% | -0.67% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.12% | +54.74% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.77% | -0.08% | +21.45% | |
| 24 | IOO | Ishares Global 100 ETF | ETF-Other | 0.77% | -0.03% | -2.81% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.76% | +0.02% | -0.58% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.19% | +1.07% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.10% | -2.05% | |
| 28 | BCX | Blackrock Resources & Commod | Stock-Other | 0.71% | -0.25% | +13.12% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.71% | +0.09% | -3.35% | |
| 30 | P | Everpure Inc-a | Stock-Tech | 0.71% | +0.09% | -6.60% | |
| 31 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.67% | -0.40% | +1.31% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.66% | +0.08% | -12.52% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | +0.86% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.66% | -0.06% | -6.47% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | +0.42% | -9.65% | |
| 36 | TWLO | Twilio Inc - A | Stock-Tech | 0.62% | +0.27% | +23.68% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.03% | +0.31% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.01% | -4.38% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | +17.55% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.58% | +0.01% | +9.52% | |
| 41 | ET | Energy Transfer LP | Stock-Energy | 0.56% | -0.06% | -4.09% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | -0.01% | +3.10% | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.54% | -0.09% | +2.55% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.53% | -0.30% | +22.20% | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.52% | +0.01% | +19.48% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.02% | -0.78% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | -0.06% | +9.67% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.14% | +0.96% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | +3.17% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.11% | +354.73% |
According to official SEC Form 13F filings, 180 Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $997.5M across 434 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 12.9% of total reported equity market value during Q2 2024.
During Q2 2024, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (8.2%)、AAPL (4.0%)、NVDA (3.8%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q2 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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