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

About 180 Wealth Advisors, LLC

Investment Activity

180 Wealth Advisors, LLC has $716.99 million in total holdings as of June 30, 2025.
180 Wealth Advisors, LLC owns shares of 426 different stocks, but just 128 companies or ETFs make up 80% of its holdings.
Approximately 4.48% of the portfolio was purchased this quarter.
About 2.80% of the portfolio was sold this quarter.
This quarter, 180 Wealth Advisors, LLC has purchased 413 new stocks and bought additional shares in 165 stocks.
180 Wealth Advisors, LLC sold shares of 215 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Microsoft: $52,657,169
NVIDIA: $31,140,365
Apple: $21,602,632
Amazon.com: $20,762,680
Broadcom: $17,083,010

Largest New Holdings this Quarter

74347R206 - ProShares Ultra QQQ: $2,723,211 Holding
389637109 - GRAYSCALE BITCOIN TRUST ETF: $666,900 Holding
285512109 - Electronic Arts: $530,204 Holding
38747R827 - GraniteShares 2x Long NVDA Daily ETF: $445,605 Holding
18915M107 - Cloudflare: $314,699 Holding

Largest Purchases this Quarter

ProShares Ultra QQQ: 23,135 shares (about $2.72M)
ARM HOLDINGS PLC: 9,962 shares (about $1.61M)
MannKind: 387,306 shares (about $1.45M)
Dimensional U.S. Small Cap ETF: 14,415 shares (about $918.38K)
Blackrock Resources & Commodities Strategy Trust: 96,285 shares (about $909.89K)

Largest Sales this Quarter

Microsoft: 5,867 shares (about $2.92M)
Netflix: 481 shares (about $643.97K)
Broadcom: 2,273 shares (about $626.55K)
iShares Core Dividend Growth ETF: 9,028 shares (about $577.25K)
The PNC Financial Services Group: 2,746 shares (about $511.90K)

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	$52,657,169	$2,918,296 ▼	-5.3%	105,863	7.3%	Computer and Technology
NVDA NVIDIA	$31,140,365	$113,595 ▼	-0.4%	197,103	4.3%	Computer and Technology
AAPL Apple	$21,602,632	$283,956 ▲	1.3%	105,291	3.0%	Computer and Technology
AMZN Amazon.com	$20,762,680	$247,034 ▲	1.2%	94,638	2.9%	Retail/Wholesale
AVGO Broadcom	$17,083,010	$626,548 ▼	-3.5%	61,974	2.4%	Computer and Technology
META Meta Platforms	$10,824,795	$86,356 ▼	-0.8%	14,666	1.5%	Computer and Technology
TSLA Tesla	$10,671,913	$2,541 ▲	0.0%	33,595	1.5%	Auto/Tires/Trucks
MNKD MannKind	$9,656,718	$1,448,525 ▲	17.6%	2,582,010	1.3%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$9,354,023	$452,460 ▲	5.1%	189,123	1.3%	ETF
SGOL abrdn Physical Gold Shares ETF	$9,238,368	$1,609 ▲	0.0%	292,910	1.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$9,207,491	$153,503 ▼	-1.6%	44,987	1.3%	ETF
SLVP iShares MSCI Global Silver and Metals Miners ETF	$9,122,749	$274,185 ▲	3.1%	512,226	1.3%	ETF
VYM Vanguard High Dividend Yield ETF	$8,445,918	$55,857 ▼	-0.7%	63,355	1.2%	ETF
BCX Blackrock Resources & Commodities Strategy Trust	$7,660,793	$909,893 ▲	13.5%	810,666	1.1%	Financial Services
TWLO Twilio	$7,651,371	$281,924 ▼	-3.6%	61,526	1.1%	Computer and Technology
RING iShares MSCI Global Gold Miners ETF	$7,595,590	$94,171 ▼	-1.2%	173,495	1.1%	ETF
COST Costco Wholesale	$7,505,761	$194,029 ▼	-2.5%	7,582	1.0%	Retail/Wholesale
PATH UiPath	$6,829,120	$213,389 ▼	-3.0%	533,525	1.0%	Computer and Technology
GOOG Alphabet	$6,768,619	$122,576 ▲	1.8%	38,157	0.9%	Computer and Technology
WMT Walmart	$6,576,443	$137,184 ▼	-2.0%	67,258	0.9%	Retail/Wholesale
GOOGL Alphabet	$6,369,181	$26,611 ▼	-0.4%	36,141	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$6,110,476	$11,325 ▼	-0.2%	26,979	0.9%	Computer and Technology
SNOW Snowflake	$5,924,199	$152,384 ▼	-2.5%	26,475	0.8%	Computer and Technology
GRAIL INC	$5,838,641	$599,815 ▲	11.4%	113,548	0.8%	COM
DFAI Dimensional International Core Equity Market ETF	$5,599,686	$702,082 ▲	14.3%	161,981	0.8%	ETF
GDX VanEck Gold Miners ETF	$5,581,063	$115,053 ▲	2.1%	107,204	0.8%	ETF
BRK.B Berkshire Hathaway	$5,433,361	$271,061 ▲	5.3%	11,185	0.8%	Finance
JPM JPMorgan Chase & Co.	$5,431,255	$82,626 ▼	-1.5%	18,734	0.8%	Finance
IUSV iShares Core S&P U.S. Value ETF	$5,376,511	$59,522 ▼	-1.1%	56,816	0.7%	Manufacturing
SIVR abrdn Physical Silver Shares ETF	$5,355,927	$140,634 ▲	2.7%	155,650	0.7%	ETF
CMCSA Comcast	$5,181,858	$106,963 ▲	2.1%	145,191	0.7%	Consumer Discretionary
VIGI Vanguard International Dividend Appreciation ETF	$5,035,397	$27,937 ▲	0.6%	55,874	0.7%	ETF
EFV iShares MSCI EAFE Value ETF	$5,014,371	$42,532 ▲	0.9%	78,991	0.7%	ETF
IOO iShares Global 100 ETF	$4,648,736	$102,742 ▼	-2.2%	43,120	0.6%	ETF
QCOM QUALCOMM	$4,378,571	$78,834 ▲	1.8%	27,493	0.6%	Computer and Technology
PNC The PNC Financial Services Group	$4,365,910	$511,904 ▼	-10.5%	23,420	0.6%	Finance
IBM International Business Machines	$4,356,279	$236,120 ▼	-5.1%	14,778	0.6%	Computer and Technology
ETN Eaton	$4,168,237	$138,513 ▲	3.4%	11,676	0.6%	Industrials
V Visa	$4,073,245	$38,702 ▼	-0.9%	11,472	0.6%	Business Services
SCHW Charles Schwab	$3,989,750	$78,284 ▲	2.0%	43,728	0.6%	Finance
EMR Emerson Electric	$3,758,709	$69,865 ▲	1.9%	28,191	0.5%	Industrials
SBUX Starbucks	$3,730,455	$199,296 ▼	-5.1%	40,712	0.5%	Retail/Wholesale
BLACKROCK INC	$3,723,641	$49,313 ▼	-1.3%	3,549	0.5%	COM
DFAU Dimensional US Core Equity Market ETF	$3,615,615	$159,656 ▲	4.6%	85,354	0.5%	ETF
GS The Goldman Sachs Group	$3,583,585	$46,715 ▼	-1.3%	5,063	0.5%	Finance
PSTG Pure Storage	$3,560,056	$87,752 ▼	-2.4%	61,828	0.5%	Computer and Technology
VYMI Vanguard International High Dividend Yield ETF	$3,542,373	$76,104 ▲	2.2%	44,219	0.5%	ETF
XOM Exxon Mobil	$3,495,658	$36,544 ▼	-1.0%	32,427	0.5%	Energy
NXPI NXP Semiconductors	$3,441,019	$81,497 ▲	2.4%	15,749	0.5%	Computer and Technology
ET Energy Transfer	$3,431,985	$326,086 ▼	-8.7%	189,299	0.5%	Energy
ILMN Illumina	$3,354,997	$259,229 ▲	8.4%	35,164	0.5%	Medical
EBAY eBay	$3,343,626	$33,209 ▲	1.0%	44,905	0.5%	Retail/Wholesale
MDT Medtronic	$3,296,897	$68,604 ▲	2.1%	37,821	0.5%	Medical
BA Boeing	$3,278,036	$16,553 ▼	-0.5%	15,645	0.5%	Aerospace
FCX Freeport-McMoRan	$3,225,220	$42,656 ▼	-1.3%	74,400	0.4%	Basic Materials
MRK Merck & Co., Inc.	$3,134,654	$393,425 ▲	14.4%	39,599	0.4%	Medical
CRM Salesforce	$3,063,127	$76,081 ▼	-2.4%	11,233	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,944,184	$20,971 ▼	-0.7%	9,687	0.4%	ETF
ARM HOLDINGS PLC	$2,935,419	$1,611,254 ▲	121.7%	18,149	0.4%	SPONSORED ADS
DFAS Dimensional U.S. Small Cap ETF	$2,932,005	$918,382 ▲	45.6%	46,021	0.4%	ETF
NFLX Netflix	$2,857,034	$643,971 ▼	-18.4%	2,134	0.4%	Consumer Discretionary
DGRO iShares Core Dividend Growth ETF	$2,803,937	$577,245 ▼	-17.1%	43,853	0.4%	ETF
AMT American Tower	$2,734,833	$52,159 ▲	1.9%	12,374	0.4%	Finance
QLD ProShares Ultra QQQ	$2,723,211	$2,723,211 ▲	New Holding	23,135	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,696,572	$38,067 ▼	-1.4%	32,302	0.4%	ETF
PEP PepsiCo	$2,680,987	$108,407 ▲	4.2%	20,304	0.4%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$2,676,946	$525,738 ▲	24.4%	31,564	0.4%	ETF
AMGN Amgen	$2,662,057	$64,220 ▲	2.5%	9,534	0.4%	Medical
INTC Intel	$2,645,326	$219,990 ▼	-7.7%	118,095	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,601,813		0.0%	4,580	0.4%	ETF
CVX Chevron	$2,596,445	$25,344 ▼	-1.0%	18,133	0.4%	Energy
PLD Prologis	$2,566,323	$85,464 ▲	3.4%	24,413	0.4%	Finance
XME SPDR S&P Metals & Mining ETF	$2,474,834	$145,531 ▲	6.2%	36,817	0.3%	ETF
ZS Zscaler	$2,467,876	$100,147 ▼	-3.9%	7,861	0.3%	Computer and Technology
TDF Templeton Dragon Fund	$2,458,459	$250,339 ▲	11.3%	246,092	0.3%	Finance
AMAT Applied Materials	$2,450,523	$49,062 ▼	-2.0%	13,386	0.3%	Computer and Technology
LAM RESEARCH CORP	$2,364,673	$22,777 ▼	-1.0%	24,293	0.3%	COM NEW
TMUS T-Mobile US	$2,359,263	$204,428 ▼	-8.0%	9,902	0.3%	Computer and Technology
MCHI iShares MSCI China ETF	$2,339,319	$364,816 ▲	18.5%	42,456	0.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,338,073	$19,077 ▲	0.8%	14,217	0.3%	ETF
SYM Symbotic	$2,273,541	$190,404 ▲	9.1%	58,521	0.3%	Business Services
IDV iShares International Select Dividend ETF	$2,270,402	$1,035 ▲	0.0%	65,790	0.3%	ETF
BSV Vanguard Short-Term Bond ETF	$2,254,568	$124,895 ▼	-5.2%	28,648	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,223,725	$185,490 ▼	-7.7%	23,689	0.3%	ETF
APD Air Products and Chemicals	$2,217,016	$78,978 ▲	3.7%	7,860	0.3%	Basic Materials
DFAE Dimensional Emerging Core Equity Market ETF	$2,187,037	$167,911 ▲	8.3%	75,545	0.3%	ETF
CRWD CrowdStrike	$2,178,158	$218,987 ▲	11.2%	4,277	0.3%	Computer and Technology
LLY Eli Lilly and Company	$2,153,491	$100,543 ▲	4.9%	2,763	0.3%	Medical
BALL Ball	$2,119,361	$84,415 ▲	4.1%	37,785	0.3%	Industrials
LAD Lithia Motors	$2,075,228	$173,639 ▲	9.1%	6,143	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$2,065,147	$115,172 ▼	-5.3%	13,520	0.3%	Medical
TYG Tortoise Energy Infrastructure	$2,058,667	$80,187 ▼	-3.7%	46,905	0.3%	Finance
HD Home Depot	$2,036,821	$733 ▼	0.0%	5,555	0.3%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$2,014,457	$11,824 ▼	-0.6%	15,674	0.3%	ETF
ISRG Intuitive Surgical	$1,967,144	$125,528 ▼	-6.0%	3,620	0.3%	Medical
VBR Vanguard Small-Cap Value ETF	$1,908,838	$5,851 ▼	-0.3%	9,788	0.3%	ETF
RTX RTX	$1,882,773	$29,934 ▼	-1.6%	12,894	0.3%	Aerospace
LMT Lockheed Martin	$1,879,467	$79,199 ▼	-4.0%	4,058	0.3%	Aerospace
VTWO Vanguard Russell 2000 ETF	$1,879,154	$98,297 ▼	-5.0%	21,545	0.3%	ETF
T AT&T	$1,837,206	$223,273 ▼	-10.8%	63,483	0.3%	Computer and Technology

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

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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