test

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
CPCanadian Pacific Kansas City
Recent Activity
Exited
0%
$224,029
2,619 shares@ $85.54 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$222,839
6,347 shares@ $35.11 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$222,332
1,444 shares@ $153.97 avg price
7434⤦Proshares Tr Ii
Recent Activity
Exited
0%
$219,379
18,912 shares@ $11.6 avg price
LHXL3harris Technologies Inc
Recent Activity
Exited
0%
$215,478
906 shares@ $237.84 avg price
MSIMotorola Solutions Inc
Recent Activity
Exited
0%
$211,776
471 shares@ $449.64 avg price
ORANYOrange
Recent Activity
Exited
0%
$210,853
18,367 shares@ $11.48 avg price
AONAon Plc
Recent Activity
Exited
0%
$210,708
609 shares@ $346.0 avg price
DUKDuke Energy Corp New
Recent Activity
Exited
0%
$209,385
1,816 shares@ $115.31 avg price
TERTeradyne Inc
Recent Activity
Exited
0%
$206,803
1,544 shares@ $133.94 avg price