Richard Buchan

@180 Wealth Advisors, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$638.325M

Total holdings430

Assets growth rate0.48%

Assets growth rate (2-Q avg)2.05%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in 180 Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 430 positions.

Assets under management

The assets under management (AUM) of 180 Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 638.325M in assets, with a quarterly growth rate of 0.48% and a 2-quarter average growth rate of 2.05%. The portfolio is managed by Richard Buchan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VSTVistra Corp Recent Activity New Position	0.1%	$600,424 4,355 shares@ $137.88 avg price	New Position
PVHPvh Corporation Recent Activity New Position	0.09%	$564,599 5,339 shares@ $105.75 avg price	New Position
CBChubb Limited Recent Activity New Position	0.09%	$541,619 1,960 shares@ $276.34 avg price	New Position
VALValaris Ltd Recent Activity New Position	0.07%	$409,132 9,248 shares@ $44.25 avg price	New Position
NEPNextera Energy Partners Lp Recent Activity New Position	0.06%	$368,282 20,690 shares@ $17.8 avg price	New Position
FBTCFidelity Wise Origin Bitcoin Recent Activity New Position	0.05%	$279,819 3,430 shares@ $81.58 avg price	New Position
SQBlock Inc Recent Activity New Position	0.05%	$257,166 3,026 shares@ $84.99 avg price	New Position
DXCMDexcom Inc Recent Activity New Position	0.04%	$255,086 3,280 shares@ $77.78 avg price	New Position
MTBM & T Bk Corp Recent Activity New Position	0.04%	$237,293 1,262 shares@ $188.03 avg price	New Position
KKRKkr & Co Inc Recent Activity New Position	0.04%	$228,225 1,543 shares@ $147.91 avg price	New Position