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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
BKRBaker Hughes Company
Recent Activity
Increased 1.33%
0.15%
$923,203
22,506 shares@ $41.03 avg price
CROXCrocs Inc
Recent Activity
Increased 18.72%
0.15%
$917,847
8,380 shares@ $109.53 avg price
SYMSymbotic Inc
Recent Activity
Increased 5.65%
0.15%
$915,704
38,621 shares@ $23.72 avg price
DVYEIshares Inc
Recent Activity
Increased 7.22%
0.14%
$893,342
34,585 shares@ $25.84 avg price
OGNOrganon & Co
Recent Activity
Increased 40.15%
0.14%
$869,732
58,293 shares@ $14.93 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.82%
0.14%
$852,994
3,550 shares@ $240.28 avg price
URNMSprott Fds Tr
Recent Activity
Increased 4.22%
0.14%
$851,752
21,130 shares@ $40.32 avg price
DHID R Horton Inc
Recent Activity
Increased 0.17%
0.14%
$850,260
6,081 shares@ $139.83 avg price
MMM3m Co
Recent Activity
Increased 4.68%
0.14%
$843,968
6,538 shares@ $129.09 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 14.45%
0.14%
$843,484
22,693 shares@ $37.17 avg price