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CIK: 0001730817
Total reported value
$997.5M
$997.5M
430 檔
13.5%
In Q4 2024, 180 Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $997.5M, distributed across 430 disclosed stock positions.
In Q4 2024, 180 Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.22% | -0.54% | -0.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.19% | -0.08% | -0.09% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.15% | -0.06% | +9.25% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | +0.02% | -0.08% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.37% | +0.12% | -2.68% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.14% | +0.02% | -2.86% | |
| 7 | MNKD | Mannkind CORP | Stock-Other | 2.12% | +0.92% | +1.02% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.42% | -0.06% | -0.77% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.12% | -1.61% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.28% | -0.11% | -0.10% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.15% | -0.96% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.03% | +9.19% | |
| 13 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.14% | -0.40% | +1.97% | |
| 14 | TWLO | Twilio Inc - A | Stock-Tech | 1.12% | +0.27% | -2.37% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.08% | -0.95% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.11% | -0.50% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.19% | +7.46% | |
| 18 | PATH | Uipath Inc - Class A | Stock-Tech | 0.97% | -0.09% | +3.96% | |
| 19 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.87% | -0.51% | +2.11% | |
| 20 | BCX | Blackrock Resources & Commod | Stock-Other | 0.85% | -0.25% | +9.92% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | +0.20% | -3.36% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.85% | -0.06% | -1.60% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.79% | -0.08% | +4.38% | |
| 24 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.78% | -0.47% | +3.17% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-Other | 0.72% | -0.03% | -1.29% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.02% | -1.74% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 0.71% | -0.09% | +13.72% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.70% | +0.02% | +0.07% | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 0.67% | +0.24% | +0.71% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.66% | -0.10% | -1.35% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | +1.58% | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.64% | -0.06% | -0.77% | |
| 33 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.64% | -0.40% | +2.75% | |
| 34 | P | Everpure Inc-a | Stock-Tech | 0.62% | +0.09% | -1.73% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | -0.01% | -3.75% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.12% | +6.58% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.62% | +0.01% | +5.48% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.01% | -0.35% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | +1.31% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | -0.06% | -7.22% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.02% | -3.53% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.21% | -27.29% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.54% | +0.09% | +4.67% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.04% | +2.24% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.52% | -0.30% | +4.12% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | -0.02% | +1.48% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | +0.02% | +2.84% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.03% | +7.42% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | -0.06% | +3.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.03% | -1.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +9.25% | Add |
| 2 | TSLA | Tesla Inc | +0.7% | -2.86% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | -2.68% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | -0.08% | Trim |
| 5 | TWLO | Twilio Inc - A | +0.4% | -2.37% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -0.09% | Trim |
| 7 | SNOW | Snowflake Inc | +0.2% | +0.71% | Add |
| 8 | QLD | Proshares Ultra Qqq | +0.2% | +81.93% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +7.46% | Add |
| 10 | LULU | Lululemon Athletica Inc | +0.1% | +14.38% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.50% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.95% | Trim |
| 13 | GRAL | Grail Inc | +0.1% | +36.62% | Add |
| 14 | ET | Energy Transfer LP | +0.1% | -0.77% | Trim |
| 15 | PNC | Pnc Financial Services Group | +0.1% | +13.72% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | +2.24% | Add |
| 17 | P | Everpure Inc-a | +0.1% | -1.73% | Trim |
| 18 | UAL | United Airlines Holdings Inc | +0.1% | -1.16% | Trim |
| 19 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +30.01% | Add |
| 21 | RKLB | Rocket Lab Corporation | +0.1% | -2.20% | Trim |
| 22 | PVH | Pvh CORP | +0.1% | NEW | New buy |
| 23 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 24 | TDF | Templeton Dragon Fund Inc | +0.1% | +68.64% | Add |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +81.05% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +1.31% | Add |
| 27 | DFAS | Dimensional US Small Cap ETF | +0.1% | +48.43% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.36% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -1.74% | Trim |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | +3.22% | Add |
| 31 | AMT | American Tower CORP | -0.1% | +3.59% | Add |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -23.80% | Trim |
| 33 | NWSA | News CORP - Class A | -0.1% | EXIT | Sold out |
| 34 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -1.35% | Trim |
| 35 | AMGN | Amgen Inc | -0.1% | -0.97% | Trim |
| 36 | SMH | Vaneck Semiconductor ETF | -0.1% | EXIT | Sold out |
| 37 | FCX | Freeport-mcmoran Inc | -0.1% | +6.73% | Add |
| 38 | MAGS | Roundhill Magnificent Seven | -0.1% | EXIT | Sold out |
| 39 | LMT | Lockheed Martin CORP | -0.1% | -9.87% | Trim |
| 40 | PHM | Pultegroup Inc | -0.1% | +6.25% | Add |
| 41 | RING | Ishares Msci Global Gold Min | -0.1% | +3.17% | Add |
| 42 | SLVP | Ishares Msci Global Silver A | -0.1% | +2.11% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -64.21% | Trim |
| 44 | AMAT | Applied Materials Inc | -0.2% | -13.11% | Trim |
| 45 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 46 | MSFT | Microsoft CORP | -0.2% | -0.48% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -27.29% | Trim |
| 48 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
| 49 | KLAC | Kla CORP | -0.4% | -76.07% | Trim |
| 50 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, 180 Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $997.5M across 430 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 13.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
VST
市值: $600.4K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.3M
During Q4 2024, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (7.2%)、AAPL (4.2%)、NVDA (4.2%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q4 2024, 180 Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 22 holdings, and fully liquidating 6 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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