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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
ORCLOracle Corp
Recent Activity
Decreased -0.34%
0.22%
$1.387M
8,322 shares@ $166.64 avg price
HDVIshares Tr
Recent Activity
Decreased -0.89%
0.22%
$1.375M
12,248 shares@ $112.27 avg price
NOWServicenow Inc
Recent Activity
Decreased -3.2%
0.21%
$1.312M
1,238 shares@ $1060.13 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.33%
0.21%
$1.286M
2,516 shares@ $511.16 avg price
ACGLArch Cap Group Ltd
Recent Activity
Decreased -1.12%
0.21%
$1.285M
13,915 shares@ $92.35 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -4.05%
0.2%
$1.267M
5,556 shares@ $228.04 avg price
TAt&t Inc
Recent Activity
Decreased -8.8%
0.19%
$1.184M
52,018 shares@ $22.77 avg price
CYBRCyberark Software Ltd
Recent Activity
Decreased -2.12%
0.19%
$1.166M
3,500 shares@ $333.15 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Decreased -0.27%
0.18%
$1.104M
31,576 shares@ $34.98 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -2.25%
0.17%
$1.07M
50,106 shares@ $21.35 avg price