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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
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
NXPINxp Semiconductors N V
Recent Activity
Increased 4.68%
0.55%
$3.468M
16,686 shares@ $207.85 avg price
CRMSalesforce Inc
Recent Activity
Increased 2.25%
0.55%
$3.457M
10,339 shares@ $334.34 avg price
GDXVaneck Etf Trust
Recent Activity
Increased 4.13%
0.53%
$3.331M
98,243 shares@ $33.92 avg price
EMREmerson Elec Co
Recent Activity
Increased 1.48%
0.52%
$3.302M
26,646 shares@ $123.94 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 2.84%
0.52%
$3.282M
81,050 shares@ $40.5 avg price
MRKMerck & Co Inc
Recent Activity
Increased 7.42%
0.5%
$3.136M
31,523 shares@ $99.49 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 3.23%
0.49%
$3.115M
42,090 shares@ $74.02 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.31%
0.46%
$2.901M
10,010 shares@ $289.82 avg price