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
BMYBristol-myers Squibb Co
Recent Activity
Decreased -0.12%
0.17%
$1.048M
18,530 shares@ $56.56 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.39%
0.17%
$1.028M
2,505 shares@ $410.44 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.96%
0.16%
$1.005M
3,388 shares@ $296.78 avg price
IVVIshares Tr
Recent Activity
Decreased -25.1%
0.15%
$955,335
1,623 shares@ $588.63 avg price
RKLBRocket Lab Usa Inc
Recent Activity
Decreased -2.2%
0.15%
$937,372
36,803 shares@ $25.47 avg price
CPRTCopart Inc
Recent Activity
Decreased -9.64%
0.15%
$913,477
15,917 shares@ $57.4 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -2.98%
0.14%
$891,821
1,266 shares@ $704.44 avg price
MTCHMatch Group Inc New
Recent Activity
Decreased -15.88%
0.14%
$882,094
26,967 shares@ $32.72 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -23.28%
0.14%
$871,701
3,308 shares@ $263.52 avg price
PGRProgressive Corp
Recent Activity
Decreased -5.18%
0.13%
$805,808
3,363 shares@ $239.61 avg price