Filed: 1/14/2025ACC: 0001085146-25-000154
📋 What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 430 equity positions with a total reported market value of $638.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
430
Positions
$638.32M
Total AUM (reported)
13.84M
Total Shares
Allocation by class
COM$341.28M53.5%
CL A$44.57M7.0%
COM NEW$21.72M3.4%
SHS$16.63M2.6%
DIV APP ETF$9.09M1.4%
SPONSORED ADS$8.40M1.3%
HIGH DIV YLD$8.17M1.3%
Portfolio Concentration
Top 3$99.31M15.6%
4–10$88.21M13.8%
11–25$92.15M14.4%
Rest$358.66M56.2%
Top 3 weight
15.6%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 13.84M
Sole
Full voting authority
8.53M
shares
% of voting shares61.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.31M
shares
% of voting shares38.4%
Investment Discretion (by position count)
Sole430
Shared0
Other0
Dominant voting typeSole · 61.6% of voting shares
Institutional Holdings430
Rows:
MICROSOFT CORP
SOLEShares109.34K
TypeSH
Market value$46.09M
7.22%
Sole
81.94K
Shared
0.00
None
27.41K
APPLE INC
SOLEShares106.85K
TypeSH
Market value$26.76M
4.19%
Sole
65.24K
Shared
0.00
None
41.61K
NVIDIA CORPORATION
SOLEShares197.09K
TypeSH
Market value$26.47M
4.15%
Sole
145.51K
Shared
0.00
None
51.58K
AMAZON COM INC
SOLEShares90.83K
TypeSH
Market value$19.93M
3.12%
Sole
70.22K
Shared
0.00
None
20.61K
BROADCOM INC
SOLEShares65.26K
TypeSH
Market value$15.13M
2.37%
Sole
28.85K
Shared
0.00
None
36.40K
TESLA INC
SOLEShares33.85K
TypeSH
Market value$13.67M
2.14%
Sole
22.51K
Shared
0.00
None
11.34K
MANNKIND CORP
SOLEShares2.11M
TypeSH
Market value$13.54M
2.12%
Sole
1.64M
Shared
0.00
None
465.92K
VANGUARD SPECIALIZED FUNDS
SOLEShares46.41K
TypeSH
Market value$9.09M
1.42%
Sole
38.85K
Shared
0.00
None
7.57K
META PLATFORMS INC
SOLEShares14.83K
TypeSH
Market value$8.68M
1.36%
Sole
10.34K
Shared
0.00
None
4.49K
VANGUARD WHITEHALL FDS
SOLEShares64.02K
TypeSH
Market value$8.17M
1.28%
Sole
48.78K
Shared
0.00
None
15.24K
COSTCO WHSL CORP NEW
SOLEShares8.13K
TypeSH
Market value$7.45M
1.17%
Sole
6.85K
Shared
0.00
None
1.28K
VANGUARD INTL EQUITY INDEX F
SOLEShares168.32K
TypeSH
Market value$7.41M
1.16%
Sole
131.40K
Shared
0.00
None
36.91K
ETFS GOLD TR
SOLEShares290.46K
TypeSH
Market value$7.28M
1.14%
Sole
222.90K
Shared
0.00
None
67.56K
TWILIO INC
SOLEShares66.20K
TypeSH
Market value$7.16M
1.12%
Sole
42.78K
Shared
0.00
None
23.42K
ALPHABET INC
SOLEShares36.72K
TypeSH
Market value$6.99M
1.10%
Sole
25.73K
Shared
0.00
None
10.99K
ALPHABET INC
SOLEShares36.89K
TypeSH
Market value$6.98M
1.09%
Sole
24.59K
Shared
0.00
None
12.30K
WALMART INC
SOLEShares69.56K
TypeSH
Market value$6.29M
0.98%
Sole
22.56K
Shared
0.00
None
47K
UIPATH INC
SOLEShares485.35K
TypeSH
Market value$6.17M
0.97%
Sole
287.21K
Shared
0.00
None
198.14K
ISHARES INC
SOLEShares483.46K
TypeSH
Market value$5.58M
0.87%
Sole
381.39K
Shared
0.00
None
102.06K
BLACKROCK RES & COMMODITIES
SOLEShares637.37K
TypeSH
Market value$5.44M
0.85%
Sole
497.82K
Shared
0.00
None
139.55K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares27.45K
TypeSH
Market value$5.42M
0.85%
Sole
2.31K
Shared
0.00
None
25.15K
ISHARES TR
SOLEShares58.29K
TypeSH
Market value$5.40M
0.85%
Sole
49.74K
Shared
0.00
None
8.55K
COMCAST CORP NEW
SOLEShares133.94K
TypeSH
Market value$5.03M
0.79%
Sole
10.29K
Shared
0.00
None
123.65K
ISHARES INC
SOLEShares176.33K
TypeSH
Market value$4.96M
0.78%
Sole
142.83K
Shared
0.00
None
33.50K
ISHARES TR
SOLEShares45.69K
TypeSH
Market value$4.60M
0.72%
Sole
36.55K
Shared
0.00
None
9.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 109.34K | SH | $46.09M 7.22% | 81.94K | 0.00 | 27.41K |
APPLE INCSOLE | COM | 106.85K | SH | $26.76M 4.19% | 65.24K | 0.00 | 41.61K |
NVIDIA CORPORATIONSOLE | COM | 197.09K | SH | $26.47M 4.15% | 145.51K | 0.00 | 51.58K |
AMAZON COM INCSOLE | COM | 90.83K | SH | $19.93M 3.12% | 70.22K | 0.00 | 20.61K |
BROADCOM INCSOLE | COM | 65.26K | SH | $15.13M 2.37% | 28.85K | 0.00 | 36.40K |
TESLA INCSOLE | COM | 33.85K | SH | $13.67M 2.14% | 22.51K | 0.00 | 11.34K |
MANNKIND CORPSOLE | COM NEW | 2.11M | SH | $13.54M 2.12% | 1.64M | 0.00 | 465.92K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 46.41K | SH | $9.09M 1.42% | 38.85K | 0.00 | 7.57K |
META PLATFORMS INCSOLE | CL A | 14.83K | SH | $8.68M 1.36% | 10.34K | 0.00 | 4.49K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 64.02K | SH | $8.17M 1.28% | 48.78K | 0.00 | 15.24K |
COSTCO WHSL CORP NEWSOLE | COM | 8.13K | SH | $7.45M 1.17% | 6.85K | 0.00 | 1.28K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 168.32K | SH | $7.41M 1.16% | 131.40K | 0.00 | 36.91K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 290.46K | SH | $7.28M 1.14% | 222.90K | 0.00 | 67.56K |
TWILIO INCSOLE | CL A | 66.20K | SH | $7.16M 1.12% | 42.78K | 0.00 | 23.42K |
ALPHABET INCSOLE | CAP STK CL C | 36.72K | SH | $6.99M 1.10% | 25.73K | 0.00 | 10.99K |
ALPHABET INCSOLE | CAP STK CL A | 36.89K | SH | $6.98M 1.09% | 24.59K | 0.00 | 12.30K |
WALMART INCSOLE | COM | 69.56K | SH | $6.29M 0.98% | 22.56K | 0.00 | 47K |
UIPATH INCSOLE | CL A | 485.35K | SH | $6.17M 0.97% | 287.21K | 0.00 | 198.14K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 483.46K | SH | $5.58M 0.87% | 381.39K | 0.00 | 102.06K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 637.37K | SH | $5.44M 0.85% | 497.82K | 0.00 | 139.55K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 27.45K | SH | $5.42M 0.85% | 2.31K | 0.00 | 25.15K |
ISHARES TRSOLE | CORE S&P US VLU | 58.29K | SH | $5.40M 0.85% | 49.74K | 0.00 | 8.55K |
COMCAST CORP NEWSOLE | CL A | 133.94K | SH | $5.03M 0.79% | 10.29K | 0.00 | 123.65K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 176.33K | SH | $4.96M 0.78% | 142.83K | 0.00 | 33.50K |
ISHARES TRSOLE | GLOBAL 100 ETF | 45.69K | SH | $4.60M 0.72% | 36.55K | 0.00 | 9.13K |
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