180 Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About 180 Wealth Advisors, LLC

Investment Activity

180 Wealth Advisors, LLC has $820.71 million in total holdings as of September 30, 2025.
180 Wealth Advisors, LLC owns shares of 455 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 5.41% of the portfolio was purchased this quarter.
About 2.76% of the portfolio was sold this quarter.
This quarter, 180 Wealth Advisors, LLC has purchased 426 new stocks and bought additional shares in 191 stocks.
180 Wealth Advisors, LLC sold shares of 209 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Microsoft: $56,215,548
NVIDIA: $36,142,247
Apple: $26,297,036
Amazon.com: $20,821,581
Broadcom: $19,838,791

Largest New Holdings this Quarter

773121108 - ROCKET LAB CORP: $1,665,256 Holding
501044101 - Kroger: $1,309,170 Holding
74762E102 - Quanta Services: $779,938 Holding
464287390 - iShares Latin America 40 ETF: $778,123 Holding
34354P105 - Flowserve: $724,245 Holding

Largest Purchases this Quarter

CrowdStrike: 9,747 shares (about $4.78M)
ROCKET LAB CORP: 34,758 shares (about $1.67M)
MannKind: 290,276 shares (about $1.56M)
Microsoft: 2,672 shares (about $1.38M)
Kroger: 19,421 shares (about $1.31M)

Largest Sales this Quarter

Aercap: 10,941 shares (about $1.32M)
Tesla: 2,018 shares (about $897.45K)
T-Mobile US: 2,679 shares (about $641.30K)
NVIDIA: 3,394 shares (about $633.25K)
Broadcom: 1,840 shares (about $607.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$56,215,548	$1,383,959 ▲	2.5%	108,535	6.8%	Computer and Technology
NVDA NVIDIA	$36,142,247	$633,253 ▼	-1.7%	193,709	4.4%	Computer and Technology
AAPL Apple	$26,297,036	$513,336 ▼	-1.9%	103,275	3.2%	Computer and Technology
AMZN Amazon.com	$20,821,581	$41,938 ▲	0.2%	94,829	2.5%	Retail/Wholesale
AVGO Broadcom	$19,838,791	$607,034 ▼	-3.0%	60,134	2.4%	Computer and Technology
MNKD MannKind	$15,424,177	$1,558,782 ▲	11.2%	2,872,286	1.9%	Medical
SLVP iShares MSCI Global Silver and Metals Miners ETF	$14,559,971	$540,339 ▲	3.9%	531,968	1.8%	ETF
TSLA Tesla	$14,042,966	$897,448 ▼	-6.0%	31,577	1.7%	Auto/Tires/Trucks
RING iShares MSCI Global Gold Miners ETF	$11,150,790	$76,099 ▼	-0.7%	172,319	1.4%	ETF
SGOL abrdn Physical Gold Shares ETF	$10,959,609	$177,608 ▲	1.6%	297,735	1.3%	ETF
META Meta Platforms	$10,568,317	$201,952 ▼	-1.9%	14,391	1.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$10,447,690	$201,008 ▲	2.0%	192,833	1.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$9,592,334	$115,448 ▼	-1.2%	44,452	1.2%	ETF
GOOG Alphabet	$9,212,778	$80,372 ▼	-0.9%	37,827	1.1%	Computer and Technology
BCX Blackrock Resources & Commodities Strategy Trust	$8,898,732	$654,257 ▲	7.9%	874,998	1.1%	Financial Services
VYM Vanguard High Dividend Yield ETF	$8,842,143	$87,813 ▼	-1.0%	62,732	1.1%	ETF
GOOGL Alphabet	$8,594,147	$191,808 ▼	-2.2%	35,352	1.0%	Computer and Technology
GDX VanEck Gold Miners ETF	$8,546,138	$355,720 ▲	4.3%	111,860	1.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$7,354,836	$180,142 ▼	-2.4%	26,334	0.9%	Computer and Technology
SIVR abrdn Physical Silver Shares ETF	$7,264,354	$341,029 ▲	4.9%	163,317	0.9%	ETF
PATH UiPath	$7,187,361	$48,797 ▲	0.7%	537,172	0.9%	Computer and Technology
GRAIL INC	$7,028,272	$314,159 ▲	4.7%	118,861	0.9%	COM
CRWD CrowdStrike	$6,876,935	$4,779,627 ▲	227.9%	14,024	0.8%	Computer and Technology
COST Costco Wholesale	$6,780,110	$237,882 ▼	-3.4%	7,325	0.8%	Retail/Wholesale
DFAI Dimensional International Core Equity Market ETF	$6,422,863	$534,854 ▲	9.1%	176,695	0.8%	ETF
WMT Walmart	$6,398,657	$532,921 ▼	-7.7%	62,087	0.8%	Retail/Wholesale
TWLO Twilio	$6,038,127	$120,008 ▼	-1.9%	60,327	0.7%	Computer and Technology
SNOW Snowflake	$5,860,466	$110,971 ▼	-1.9%	25,983	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,743,656	$165,600 ▼	-2.8%	18,209	0.7%	Finance
IUSV iShares Core S&P U.S. Value ETF	$5,526,495	$152,223 ▼	-2.7%	55,293	0.7%	Manufacturing
BRK.B Berkshire Hathaway	$5,306,616	$316,738 ▼	-5.6%	10,555	0.6%	Finance
EFV iShares MSCI EAFE Value ETF	$5,284,456	$73,528 ▼	-1.4%	77,907	0.6%	ETF
IOO iShares Global 100 ETF	$5,266,245	$91,447 ▲	1.8%	43,882	0.6%	ETF
PNC The PNC Financial Services Group	$5,169,166	$463,348 ▲	9.8%	25,726	0.6%	Finance
PSTG Pure Storage	$5,065,057	$116,747 ▼	-2.3%	60,435	0.6%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$4,995,655	$8,957 ▼	-0.2%	55,774	0.6%	ETF
CMCSA Comcast	$4,746,353	$184,466 ▲	4.0%	151,062	0.6%	Consumer Discretionary
QCOM QUALCOMM	$4,741,131	$167,359 ▲	3.7%	28,499	0.6%	Computer and Technology
ETN Eaton	$4,391,786	$22,081 ▲	0.5%	11,735	0.5%	Industrials
IBM International Business Machines	$4,190,627	$20,880 ▲	0.5%	14,852	0.5%	Computer and Technology
SCHW Charles Schwab	$4,151,078	$23,677 ▼	-0.6%	43,480	0.5%	Finance
BLACKROCK INC	$4,095,474	$41,969 ▼	-1.0%	3,513	0.5%	COM
EBAY eBay	$4,049,549	$34,561 ▼	-0.8%	44,525	0.5%	Retail/Wholesale
DFAU Dimensional US Core Equity Market ETF	$3,974,612	$68,823 ▲	1.8%	86,858	0.5%	ETF
INTC Intel	$3,928,388	$33,684 ▼	-0.9%	117,091	0.5%	Computer and Technology
V Visa	$3,916,800	$341 ▲	0.0%	11,473	0.5%	Business Services
VYMI Vanguard International High Dividend Yield ETF	$3,822,457	$77,990 ▲	2.1%	45,140	0.5%	ETF
GS The Goldman Sachs Group	$3,809,456	$222,165 ▼	-5.5%	4,784	0.5%	Finance
NXPI NXP Semiconductors	$3,762,621	$176,038 ▲	4.9%	16,522	0.5%	Computer and Technology
EMR Emerson Electric	$3,729,363	$31,221 ▲	0.8%	28,429	0.5%	Industrials
XOM Exxon Mobil	$3,636,532	$19,619 ▼	-0.5%	32,253	0.4%	Energy
MDT Medtronic	$3,626,694	$24,667 ▲	0.7%	38,080	0.4%	Medical
DFAS Dimensional U.S. Small Cap ETF	$3,591,286	$440,678 ▲	14.0%	52,458	0.4%	ETF
XME SPDR S&P Metals & Mining ETF	$3,480,973	$50,042 ▲	1.5%	37,354	0.4%	ETF
MRK Merck & Co., Inc.	$3,439,981	$116,412 ▲	3.5%	40,986	0.4%	Medical
BA Boeing	$3,385,274	$8,633 ▲	0.3%	15,685	0.4%	Aerospace
XLE Energy Select Sector SPDR Fund	$3,381,601	$561,679 ▲	19.9%	37,851	0.4%	ETF
ILMN Illumina	$3,343,514	$3,989 ▲	0.1%	35,206	0.4%	Medical
ET Energy Transfer	$3,300,257	$51,892 ▲	1.6%	192,323	0.4%	Energy
SBUX Starbucks	$3,276,354	$167,845 ▼	-4.9%	38,728	0.4%	Retail/Wholesale
LAM RESEARCH CORP	$3,254,027	$1,205 ▲	0.0%	24,302	0.4%	COM NEW
VTI Vanguard Total Stock Market ETF	$3,142,135	$36,754 ▼	-1.2%	9,575	0.4%	ETF
SYM Symbotic	$3,115,959	$38,323 ▼	-1.2%	57,810	0.4%	Business Services
MCHI iShares MSCI China ETF	$3,044,896	$249,176 ▲	8.9%	46,240	0.4%	ETF
CVX Chevron	$3,042,308	$226,414 ▲	8.0%	19,591	0.4%	Energy
TDF Templeton Dragon Fund	$3,030,540	$163,566 ▲	5.7%	260,132	0.4%	Finance
PEP PepsiCo	$2,944,936	$93,394 ▲	3.3%	20,969	0.4%	Consumer Staples
QLD ProShares Ultra QQQ	$2,936,483	$237,630 ▼	-7.5%	21,403	0.4%	ETF
AMGN Amgen	$2,916,628	$226,049 ▲	8.4%	10,335	0.4%	Medical
REMX VanEck Rare Earth and Strategic Metals ETF	$2,902,327	$76,549 ▼	-2.6%	44,095	0.4%	ETF
PLD Prologis	$2,826,385	$30,577 ▲	1.1%	24,680	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,823,344	$3,056 ▲	0.1%	32,337	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$2,793,093	$192,392 ▼	-6.4%	41,027	0.3%	ETF
VOO Vanguard S&P 500 ETF	$2,780,476	$24,498 ▼	-0.9%	4,540	0.3%	ETF
AMAT Applied Materials	$2,778,887	$38,286 ▲	1.4%	13,573	0.3%	Computer and Technology
FCX Freeport-McMoRan	$2,752,656	$165,312 ▼	-5.7%	70,185	0.3%	Basic Materials
NFLX Netflix	$2,663,401	$105,481 ▲	4.1%	2,222	0.3%	Consumer Discretionary
CRM Salesforce	$2,647,053	$15,168 ▼	-0.6%	11,169	0.3%	Computer and Technology
ARM HOLDINGS PLC	$2,596,483	$28,581 ▲	1.1%	18,351	0.3%	SPONSORED ADS
DFAE Dimensional Emerging Core Equity Market ETF	$2,555,791	$173,856 ▲	7.3%	81,059	0.3%	ETF
LAD Lithia Motors	$2,555,492	$614,304 ▲	31.6%	8,087	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$2,509,825	$2,967 ▲	0.1%	13,536	0.3%	Medical
VOE Vanguard Mid-Cap Value ETF	$2,494,153	$12,220 ▲	0.5%	14,287	0.3%	ETF
BSV Vanguard Short-Term Bond ETF	$2,451,231	$190,644 ▲	8.4%	31,064	0.3%	ETF
AMT American Tower	$2,434,327	$54,618 ▲	2.3%	12,658	0.3%	Finance
ZS Zscaler	$2,366,409	$10,788 ▲	0.5%	7,897	0.3%	Computer and Technology
ORCL Oracle	$2,333,606	$40,215 ▲	1.8%	8,298	0.3%	Computer and Technology
HQL abrdn Life Sciences Investors	$2,314,995	$95,542 ▲	4.3%	149,258	0.3%	Finance
IDV iShares International Select Dividend ETF	$2,292,993	$111,623 ▼	-4.6%	62,736	0.3%	ETF
RTX RTX	$2,250,597	$93,036 ▲	4.3%	13,450	0.3%	Aerospace
HD Home Depot	$2,230,559	$20,259 ▼	-0.9%	5,505	0.3%	Retail/Wholesale
APD Air Products and Chemicals	$2,212,613	$68,999 ▲	3.2%	8,113	0.3%	Basic Materials
USMV iShares MSCI USA Min Vol Factor ETF	$2,172,026	$81,724 ▼	-3.6%	22,830	0.3%	ETF
GNTX Gentex	$2,162,318	$92,003 ▲	4.4%	76,407	0.3%	Auto/Tires/Trucks
VT Vanguard Total World Stock ETF	$2,153,196	$6,614 ▼	-0.3%	15,626	0.3%	ETF
LLY Eli Lilly and Company	$2,144,068	$35,862 ▲	1.7%	2,810	0.3%	Medical
VTWO Vanguard Russell 2000 ETF	$2,120,187	$12,619 ▲	0.6%	21,674	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$2,055,897	$12,941 ▲	0.6%	9,850	0.3%	ETF
TYG Tortoise Energy Infrastructure	$2,021,185	$43 ▲	0.0%	46,906	0.2%	Finance
BALL Ball	$2,015,540	$110,420 ▲	5.8%	39,975	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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180 Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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180 Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of180 Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools