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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
CDWCdw Corp
Recent Activity
Exited
0%
$367,285
1,623 shares@ $226.31 avg price
PDDPdd Holdings Inc
Recent Activity
Exited
0%
$344,087
2,552 shares@ $134.84 avg price
ETREntergy Corp New
Recent Activity
Exited
0%
$337,843
2,567 shares@ $131.62 avg price
FDRRFidelity Covington Trust
Recent Activity
Exited
0%
$272,435
5,290 shares@ $51.5 avg price
PAYXPaychex Inc
Recent Activity
Exited
0%
$266,745
1,988 shares@ $134.18 avg price
AMEAmetek Inc
Recent Activity
Exited
0%
$261,514
1,523 shares@ $171.71 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$260,709
282 shares@ $924.5 avg price
TECKTeck Resources Ltd
Recent Activity
Exited
0%
$242,550
4,643 shares@ $52.24 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$239,616
2,530 shares@ $94.71 avg price
CTASCintas Corp
Recent Activity
Exited
0%
$235,527
1,144 shares@ $205.89 avg price