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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
EWBCEast West Bancorp Inc
Recent Activity
Increased 1.25%
0.18%
$1.112M
11,617 shares@ $95.76 avg price
AERAercap Holdings Nv
Recent Activity
Increased 7.56%
0.17%
$1.074M
11,219 shares@ $95.7 avg price
GGZGabelli Global Small & Mid C
Recent Activity
Increased 5.05%
0.17%
$1.073M
91,693 shares@ $11.7 avg price
XGDVXGabelli Divid & Income Tr
Recent Activity
Increased 0.74%
0.17%
$1.036M
42,897 shares@ $24.15 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 81.06%
0.16%
$1.015M
10,990 shares@ $92.37 avg price
BHPBhp Group Ltd
Recent Activity
Increased 1.75%
0.16%
$981,165
20,093 shares@ $48.84 avg price
VOCVoc Energy Tr
Recent Activity
Increased 10.52%
0.16%
$976,742
204,339 shares@ $4.79 avg price
GRMNGarmin Ltd
Recent Activity
Increased 0.07%
0.16%
$964,472
4,676 shares@ $206.27 avg price
PFEPfizer Inc
Recent Activity
Increased 15.4%
0.15%
$955,450
36,014 shares@ $26.53 avg price
IJRIshares Tr
Recent Activity
Increased 4.79%
0.15%
$928,550
8,059 shares@ $115.22 avg price