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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.58%
0.65%
$4.113M
9,074 shares@ $453.29 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -0.77%
0.64%
$4.073M
207,888 shares@ $19.59 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
Increased 2.76%
0.64%
$4.058M
147,202 shares@ $27.58 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -1.73%
0.63%
$3.964M
64,535 shares@ $61.43 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -3.75%
0.63%
$3.961M
43,405 shares@ $91.25 avg price
QCOMQualcomm Inc
Recent Activity
Increased 6.58%
0.62%
$3.956M
25,752 shares@ $153.62 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 5.48%
0.62%
$3.952M
135,335 shares@ $29.21 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.34%
0.59%
$3.728M
11,232 shares@ $331.88 avg price
VVisa Inc
Recent Activity
Increased 1.32%
0.58%
$3.662M
11,587 shares@ $316.04 avg price
DGROIshares Tr
Recent Activity
Decreased -7.22%
0.56%
$3.521M
57,396 shares@ $61.35 avg price