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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
CNICanadian Natl Ry Co
Recent Activity
Exited
0%
$204,661
1,747 shares@ $117.15 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$204,249
2,416 shares@ $84.55 avg price
PHGKoninklijke Philips N V
Recent Activity
Exited
0%
$203,780
6,228 shares@ $32.72 avg price
UBSUbs Group Ag
Recent Activity
Exited
0%
$203,666
6,589 shares@ $30.92 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$200,602
2,202 shares@ $91.1 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Exited
0%
$192,374
14,324 shares@ $13.44 avg price
VIVTelefonica Brasil Sa
Recent Activity
Exited
0%
$119,646
11,650 shares@ $10.28 avg price
MOMOHello Group Inc
Recent Activity
Exited
0%
$110,307
14,495 shares@ $7.62 avg price
LAZRLuminar Technologies Inc
Recent Activity
Exited
0%
$55,449
61,630 shares@ $0.9 avg price