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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
USMVIshares Tr
Recent Activity
Decreased -4.91%
0.38%
$2.381M
26,816 shares@ $88.8 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.97%
0.37%
$2.337M
8,966 shares@ $260.66 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.03%
0.37%
$2.322M
33,039 shares@ $70.29 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -0.23%
0.37%
$2.308M
14,264 shares@ $161.78 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -13.11%
0.35%
$2.231M
13,718 shares@ $162.64 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -9.86%
0.35%
$2.21M
4,548 shares@ $485.99 avg price
TYGTortoise Energy Infra Corp
Recent Activity
Decreased -3.2%
0.35%
$2.196M
52,286 shares@ $42.01 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.14%
0.34%
$2.157M
5,545 shares@ $388.98 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -6.58%
0.31%
$1.969M
8,920 shares@ $220.74 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.36%
0.31%
$1.967M
9,924 shares@ $198.18 avg price