1W
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180 WEALTH ADVISORS, LLC13F | |
| 180 WEALTH ADVISORS, LLC | |
| Last update 2025-04-09 | 409 Stocks (26 new) |
| Value $628.00 Mil | Turnover 7 % |
180 WEALTH ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 111,730 | 41,942.3 | +2.18% | 6.680 | +0.14% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AAPL | Apple Inc | 103,907 | 23,081.0 | -2.76% | 3.680 | -0.12% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 197,822 | 21,440.0 | +0.37% | 3.420 | +0.01% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AMZN | Amazon.com Inc | 93,512 | 17,791.6 | +2.95% | 2.830 | +0.08% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MNKD | MannKind Corp | 2,194,704 | 11,039.4 | +4.23% | 1.760 | +0.07% | 0.720 | -14.19% | -38.88% | 1,194.5 | Biotechnology | |
AVGO | Broadcom Inc | 64,247 | 10,756.9 | -1.55% | 1.710 | -0.04% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
VIG | Vanguard Dividend Appreciation FTF | 45,737 | 8,857.0 | -1.46% | 1.410 | -0.02% | 0.010 | +12.73% | +6.65% | 89,713.3 | ||
SGOL | abrdn Physical Gold Shares ETF | 292,859 | 8,733.1 | +0.82% | 1.390 | +0.01% | 0.180 | +1.65% | +30.66% | 5,426.6 | ||
TSLA | Tesla Inc | 33,587 | 8,704.5 | -0.77% | 1.390 | -0.02% | 0.000 | +39.56% | -17.76% | 1,069,711.8 | Vehicles & Parts | |
META | Meta Platforms Inc | 14,783 | 8,520.5 | -0.33% | 1.360 | 0% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media |
180 WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
180 WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.54% | 900.46 ($980.1) 1075.5 | $1,100.39 | 12.27% | New holding | 3,596 | 3,596 | |
PHM | PulteGroup Inc | 2025-03-31 | Sold Out Sold Out | -0.45% | 101.09 ($108.01) 118.51 | $121.17 | 12.18% | Sold Out | 0 | -26,420 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | New Buy New Buy | +0.36% | 283.24 ($308.4) 338.07 | $298.13 | -3.33% | New holding | 7,580 | 7,580 | |
QLD | ProShares Ultra QQQ 2x Shares | 2025-03-31 | Sold Out Sold Out | -0.34% | 88.88 ($105.81) 119.12 | $121.33 | 14.67% | Sold Out | 0 | -19,894 | |
AVY | Avery Dennison Corp | 2025-03-31 | Sold Out Sold Out | -0.30% | 174.58 ($183.93) 195.91 | $181.67 | -1.23% | Sold Out | 0 | -10,212 | |
LRCX | Lam Research Corp | 2025-03-31 | New Buy New Buy | +0.28% | 72.44 ($78.75) 89.02 | $97.69 | 24.05% | New holding | 24,527 | 24,527 | |
INTC | Intel Corp | 2025-03-31 | Add Add | +0.26% | 19.1 ($21.88) 27.39 | $23.24 | 6.22% | Add 124.94% | 127,916 | 71,049 | |
LAD | Lithia Motors Inc | 2025-03-31 | New Buy New Buy | +0.26% | 285.59 ($340.53) 385.71 | $314.46 | -7.66% | New holding | 5,629 | 5,629 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Add Add | +0.19% | 524.81 ($601.74) 672.19 | $700.41 | 16.40% | Add 70.12% | 5,129 | 2,114 | |
ANET | Arista Networks Inc | 2025-03-31 | New Buy New Buy | +0.17% | 77.48 ($101.39) 129.82 | $109.78 | 8.27% | New holding | 13,670 | 13,670 |
180 WEALTH ADVISORS, LLC Total Holding History ($B)
180 WEALTH ADVISORS, LLC's Asset Allocation
180 WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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180 WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31
180 WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
180 WEALTH ADVISORS, LLC's Holdings Heat Map
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180 WEALTH ADVISORS, LLC's Holdings Bubble Chart
180 WEALTH ADVISORS, LLC News
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