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
XLYSelect Sector Spdr Tr Recent Activity New Position	0.04%	$220,989 985 shares@ $224.36 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.04%	$219,898 370 shares@ $594.32 avg price	New Position
SPYVSpdr Ser Tr Recent Activity New Position	0.04%	$218,368 4,270 shares@ $51.15 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.04%	$211,017 1,476 shares@ $142.97 avg price	New Position
MEDPMedpace Hldgs Inc Recent Activity New Position	0.04%	$208,973 629 shares@ $332.24 avg price	New Position
RLRalph Lauren Corp Recent Activity New Position	0.04%	$202,108 875 shares@ $230.99 avg price	New Position
XYLXylem Inc Recent Activity New Position	0.04%	$201,643 1,738 shares@ $116.03 avg price	New Position
ACHRArcher Aviation Inc Recent Activity New Position	0.02%	$105,212 10,791 shares@ $9.75 avg price	New Position
ALTAltimmune Inc Recent Activity New Position	0.02%	$78,265 10,855 shares@ $7.22 avg price	New Position
4578⤦Inseego Corp Recent Activity New Position	0.01%	$36,475 40,000 shares@ $0.92 avg price	New Position