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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
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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.36%
0.85%
$5.422M
27,455 shares@ $197.5 avg price
IUSVIshares Tr
Recent Activity
Decreased -1.6%
0.85%
$5.397M
58,286 shares@ $92.6 avg price
IOOIshares Tr
Recent Activity
Decreased -1.28%
0.73%
$4.604M
45,686 shares@ $100.77 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.73%
0.72%
$4.554M
18,996 shares@ $239.72 avg price
EFVIshares Tr
Recent Activity
Decreased -1.34%
0.67%
$4.225M
80,518 shares@ $52.47 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -0.77%
0.64%
$4.073M
207,888 shares@ $19.59 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -1.73%
0.63%
$3.964M
64,535 shares@ $61.43 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -3.75%
0.63%
$3.961M
43,405 shares@ $91.25 avg price