test

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
AVYAvery Dennison Corp
Recent Activity
Increased 9.08%
0.3%
$1.911M
10,212 shares@ $187.14 avg price
GNTXGentex Corp
Recent Activity
Increased 0.67%
0.3%
$1.891M
65,805 shares@ $28.74 avg price
BALLBall Corp
Recent Activity
Increased 7.91%
0.3%
$1.885M
34,188 shares@ $55.14 avg price
XMESpdr Ser Tr
Recent Activity
Increased 6.87%
0.3%
$1.856M
32,704 shares@ $56.76 avg price
IDVIshares Tr
Recent Activity
Increased 0.46%
0.29%
$1.831M
66,864 shares@ $27.38 avg price
HQLAbrdn Life Sciences Investor
Recent Activity
Increased 0.53%
0.28%
$1.77M
134,875 shares@ $13.12 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 30.02%
0.28%
$1.726M
3,015 shares@ $572.55 avg price
GRALGrail Inc
Recent Activity
Increased 36.63%
0.27%
$1.681M
94,178 shares@ $17.86 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 11.25%
0.26%
$1.655M
65,230 shares@ $25.37 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 48.44%
0.25%
$1.563M
24,018 shares@ $65.08 avg price