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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
MSFTMicrosoft Corp
Recent Activity
Decreased -0.47%
7.23%
$46.089M
109,345 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Decreased -0.08%
4.2%
$26.758M
106,853 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.26%
4.15%
$26.467M
197,087 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.07%
3.13%
$19.927M
90,831 shares@ $219.39 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.67%
2.38%
$15.129M
65,256 shares@ $231.85 avg price
TSLATesla Inc
Recent Activity
Decreased -2.86%
2.15%
$13.669M
33,848 shares@ $403.84 avg price
MNKDMannkind Corp
Recent Activity
Increased 1.02%
2.13%
$13.54M
2.106M shares@ $6.43 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.76%
1.43%
$9.089M
46,414 shares@ $195.83 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.6%
1.37%
$8.684M
14,832 shares@ $585.5 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.1%
1.28%
$8.168M
64,021 shares@ $127.6 avg price