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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
TDFTempleton Dragon Fd Inc
Recent Activity
Increased 68.64%
0.24%
$1.482M
174,524 shares@ $8.5 avg price
TIPIshares Tr
Recent Activity
Increased 30.93%
0.23%
$1.421M
13,336 shares@ $106.56 avg price
DALDelta Air Lines Inc Del
Recent Activity
Increased 20.99%
0.22%
$1.392M
23,012 shares@ $60.5 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.93%
0.22%
$1.381M
3,808 shares@ $362.74 avg price
REMXVaneck Etf Trust
Recent Activity
Increased 12.99%
0.21%
$1.298M
33,282 shares@ $39.02 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.33%
0.2%
$1.254M
3,666 shares@ $342.17 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 0.55%
0.2%
$1.216M
31,723 shares@ $38.34 avg price
MCHIIshares Tr
Recent Activity
Increased 14.3%
0.19%
$1.197M
25,545 shares@ $46.87 avg price
INTCIntel Corp
Recent Activity
Increased 0.7%
0.18%
$1.14M
56,867 shares@ $20.05 avg price
GEGe Aerospace
Recent Activity
Increased 0.58%
0.18%
$1.139M
6,830 shares@ $166.79 avg price