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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
ETNEaton Corp Plc
Recent Activity
Decreased -0.34%
0.59%
$3.728M
11,232 shares@ $331.88 avg price
DGROIshares Tr
Recent Activity
Decreased -7.22%
0.56%
$3.521M
57,396 shares@ $61.35 avg price
IBMInternational Business Machs
Recent Activity
Decreased -3.52%
0.56%
$3.518M
16,002 shares@ $219.83 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -27.29%
0.55%
$3.487M
32,416 shares@ $107.58 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.31%
0.46%
$2.901M
10,010 shares@ $289.82 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.94%
0.43%
$2.7M
18,642 shares@ $144.84 avg price
ILMNIllumina Inc
Recent Activity
Decreased -2.59%
0.43%
$2.695M
20,168 shares@ $133.64 avg price
BABoeing Co
Recent Activity
Decreased -1.33%
0.41%
$2.599M
14,685 shares@ $177.01 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -6.91%
0.4%
$2.541M
32,879 shares@ $77.27 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -4.78%
0.39%
$2.477M
4,597 shares@ $538.76 avg price