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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
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.96%
1.17%
$7.447M
8,127 shares@ $916.29 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 9.19%
1.17%
$7.413M
168,316 shares@ $44.05 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 1.97%
1.14%
$7.276M
290,464 shares@ $25.06 avg price
TWLOTwilio Inc
Recent Activity
Decreased -2.37%
1.13%
$7.155M
66,204 shares@ $108.08 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.94%
1.1%
$6.993M
36,718 shares@ $190.44 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.49%
1.1%
$6.983M
36,889 shares@ $189.31 avg price
WMTWalmart Inc
Recent Activity
Increased 7.47%
0.99%
$6.285M
69,564 shares@ $90.35 avg price
PATHUipath Inc
Recent Activity
Increased 3.97%
0.97%
$6.169M
485,354 shares@ $12.71 avg price
SLVPIshares Inc
Recent Activity
Increased 2.11%
0.88%
$5.579M
483,458 shares@ $11.54 avg price
BCXBlackrock Res & Commodities
Recent Activity
Increased 9.93%
0.86%
$5.443M
637,370 shares@ $8.55 avg price