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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ISRGIntuitive Surgical Inc
| 0.31% | $1.916M 3,671 shares@ $521.96 avg price | Decreased -0.32% |
AVYAvery Dennison Corp
| 0.3% | $1.911M 10,212 shares@ $187.14 avg price | Increased 9.08% |
GNTXGentex Corp
| 0.3% | $1.891M 65,805 shares@ $28.74 avg price | Increased 0.67% |
BALLBall Corp
| 0.3% | $1.885M 34,188 shares@ $55.14 avg price | Increased 7.91% |
XMESpdr Ser Tr
| 0.3% | $1.856M 32,704 shares@ $56.76 avg price | Increased 6.87% |
NFLXNetflix Inc
| 0.3% | $1.855M 2,081 shares@ $891.33 avg price | Decreased -3.47% |
IDVIshares Tr
| 0.29% | $1.831M 66,864 shares@ $27.38 avg price | Increased 0.46% |
VTVanguard Intl Equity Index F
| 0.29% | $1.827M 15,551 shares@ $117.48 avg price | Decreased -0.41% |
HQLAbrdn Life Sciences Investor
| 0.28% | $1.77M 134,875 shares@ $13.12 avg price | Increased 0.53% |
GSGoldman Sachs Group Inc
| 0.28% | $1.726M 3,015 shares@ $572.55 avg price | Increased 30.02% |