180 Wealth Advisors, LLC
CIK:0001730817
Investment Adviser
$1B AUM
455 holdings
Federal Way, WA, USA
180 Wealth Advisors LLC is an investment advisory firm focused on helping clients navigate financial markets through a measured approach and prioritizing long-term relationships.
Investment Strategy
Measured approach to financial markets
Top Buys
M
MNKDMANNKIND CORP+$5.8M
S
SLVPISHARES INC+$5.4M
N
NVDANVIDIA CORPORATION+$5.0M
C
CRWDCROWDSTRIKE HLDGS INC+$4.7M
A
AAPLAPPLE INC+$4.7M
Top Sells
T
TWLOTWILIO INC-$1.6M
A
AERAERCAP HOLDINGS NV-$1.3M
C
CROXCROCS INC-$1.2M
O
OCOWENS CORNING NEW-$782.2K
U
UALUNITED AIRLS HLDGS INC-$781.0K
Top Holdings
M
MSFTMICROSOFT CORP+6.8%$56.2M
N
NVDANVIDIA CORPORATION+4.4%$36.1M
A
AAPLAPPLE INC+3.2%$26.3M
A
AMZNAMAZON COM INC+2.5%$20.8M
A
AVGOBROADCOM INC+2.4%$19.8M
Equity Positions (450)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.85% | $56.2M | 108,535 | $127.96 | $517.95 | +$3.6M |
N NVDA | NVIDIA CORPORATION | 4.40% | $36.1M | 193,709 | $28.76 | $186.58 | +$5.0M |
A AAPL | APPLE INC | 3.20% | $26.3M | 103,275 | $67.82 | $254.63 | +$4.7M |
A AMZN | AMAZON COM INC | 2.54% | $20.8M | 94,829 | $95.13 | $219.57 | +$58.9K |
A AVGO | BROADCOM INC | 2.42% | $19.8M | 60,134 | $36.24 | $329.91 | +$2.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+12.1%
SEMICONDUCTORS & RELATED DEVICES
+10.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.8%
PHARMACEUTICAL PREPARATIONS
+3.8%
ELECTRONIC COMPUTERS
+3.2%