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Richard Buchan

@180 Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$638.325MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$3.266M
3,440 shares@ $949.48 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.02M
2,475 shares@ $816.13 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$1.157M
3,015 shares@ $383.82 avg price
MAGSListed Fd Tr
Recent Activity
Exited
0%
$628,698
13,186 shares@ $47.68 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$540,726
2,203 shares@ $245.45 avg price
NWSANews Corp New
Recent Activity
Exited
0%
$477,689
17,938 shares@ $26.64 avg price
AIGAmerican Intl Group Inc
Recent Activity
Exited
0%
$448,554
6,125 shares@ $73.24 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$424,045
912 shares@ $464.97 avg price
MLMMartin Marietta Matls Inc
Recent Activity
Exited
0%
$394,537
733 shares@ $538.25 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$382,444
2,738 shares@ $139.69 avg price