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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
HDHome Depot Inc
Recent Activity
Decreased -0.14%
0.34%
$2.157M
5,545 shares@ $388.98 avg price
QLDProshares Tr
Recent Activity
Increased 81.93%
0.34%
$2.153M
19,894 shares@ $108.25 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 3.59%
0.34%
$2.14M
11,669 shares@ $183.42 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.71%
0.33%
$2.093M
2,712 shares@ $771.88 avg price
JNJJohnson & Johnson
Recent Activity
Increased 7.15%
0.33%
$2.067M
14,292 shares@ $144.62 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 7.21%
0.32%
$2.02M
22,608 shares@ $89.34 avg price
DESWisdomtree Tr
Recent Activity
Increased 2.83%
0.32%
$1.993M
58,015 shares@ $34.36 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -6.58%
0.31%
$1.969M
8,920 shares@ $220.74 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.36%
0.31%
$1.967M
9,924 shares@ $198.18 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 20.21%
0.31%
$1.966M
22,948 shares@ $85.67 avg price