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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
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.32%
0.31%
$1.916M
3,671 shares@ $521.96 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.47%
0.3%
$1.855M
2,081 shares@ $891.33 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -0.41%
0.29%
$1.827M
15,551 shares@ $117.48 avg price
RTXRtx Corporation
Recent Activity
Decreased -10%
0.26%
$1.649M
14,249 shares@ $115.72 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.96%
0.26%
$1.62M
40,498 shares@ $39.99 avg price
ZSZscaler Inc
Recent Activity
Decreased -2.57%
0.24%
$1.496M
8,294 shares@ $180.41 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -0.15%
0.24%
$1.492M
20,158 shares@ $74.04 avg price
UALUnited Airls Hldgs Inc
Recent Activity
Decreased -1.15%
0.24%
$1.487M
15,316 shares@ $97.11 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -23.8%
0.23%
$1.41M
8,413 shares@ $167.65 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -2.82%
0.22%
$1.402M
26,315 shares@ $53.27 avg price