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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
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
CMCSAComcast Corp New
Recent Activity
Increased 4.38%
0.79%
$5.027M
133,939 shares@ $37.53 avg price
RINGIshares Inc
Recent Activity
Increased 3.17%
0.78%
$4.957M
176,329 shares@ $28.12 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
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 13.73%
0.71%
$4.515M
23,414 shares@ $192.86 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 0.08%
0.71%
$4.474M
55,932 shares@ $80.0 avg price
SNOWSnowflake Inc
Recent Activity
Increased 0.71%
0.67%
$4.276M
27,690 shares@ $154.41 avg price
EFVIshares Tr
Recent Activity
Decreased -1.34%
0.67%
$4.225M
80,518 shares@ $52.47 avg price