180 Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), 180 Wealth Advisors, LLC reported 401 stock positions worth $556.1 million. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by Apple (AAPL, 3.3%) and Nvidia (NVDA, 3.2%). Compared with Q4 2023, it opened 38 new positions, sold out of 20, added to 221 and reduced 130. The biggest buy was Eli Lilly (LLY, shares +80%) and the biggest sale an exit from Alteryx Class A (AYX).
- Most Recent 13F
- Q2 2026
- Location
- FEDERAL WAY, WA
- CIK
- 0001730817
- Portfolio Value
- $556.1M (Q1 2024)
- SEC Filing
- 0001085146-24-001830 ↗ filed Apr 16, 2024
Holdings Value
Holdings 401 stocks · $556.1M
| MSFT Microsoft Corp. | 8.48% | 112,042 | $47.1M | Reduce -0.0% |
| AAPL Apple Inc. | 3.31% | 107,285 | $18.4M | Add +1.7% |
| NVDA Nvidia Corp. | 3.20% | 19,711 | $17.8M | Reduce -17.2% |
| AMZN Amazon.com Inc. | 3.02% | 93,011 | $16.8M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.75% | 7,353 | $9.7M | Reduce -1.8% |
| MNKD Mannkind Corp. | 1.58% | 1,942,210 | $8.8M | Add +12.6% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 47,627 | $8.7M | Add +0.7% |
| VYM Vanguard High DVD Yield ETF | 1.38% | 63,323 | $7.7M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.32% | 15,147 | $7.4M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 1.16% | 8,825 | $6.5M | Add +1.2% |
| TSLA Tesla Inc. | 1.08% | 34,277 | $6.0M | Add +6.3% |
| SGOL Abrdn Physical Gold Shares | 1.05% | 276,107 | $5.9M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 1.04% | 38,125 | $5.8M | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 1.03% | 49,218 | $5.7M | Reduce -3.8% |
| IUSV iShares Core S&P U.S. Value | 0.99% | 60,921 | $5.5M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.99% | 36,448 | $5.5M | Reduce -2.2% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 126,166 | $5.3M | Add +11.0% |
| PLD Prologis Inc. | 0.90% | 38,289 | $5.0M | Add +1.7% |
| PATH Uipath Inc. Class A | 0.83% | 202,637 | $4.6M | Add +7.2% |
| VIGI Vanguard Int Div App Indx FD | 0.82% | 56,208 | $4.6M | Add +0.5% |
| EFV iShares MSCI Eafe Value ETF | 0.81% | 82,668 | $4.5M | Reduce -1.8% |
| CMCSA Comcast Corp. Class A | 0.80% | 103,245 | $4.5M | Reduce -3.2% |
| IOO iShares Global 100 ETF | 0.78% | 48,819 | $4.4M | Reduce -2.6% |
| RING iShares MSCI Global Gold Min | 0.78% | 171,291 | $4.3M | Add +7.0% |
| SLVP iShares MSCI Global Silver A | 0.78% | 425,652 | $4.3M | Add +21.2% |
| DGRO iShares Core Dividend Growth | 0.77% | 73,674 | $4.3M | Reduce -6.9% |
| SBUX Starbucks Corp. | 0.74% | 44,806 | $4.1M | Add +0.2% |
| NXPI NXP Semiconductors NV | 0.73% | 16,309 | $4.0M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.73% | 29,671 | $4.0M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.70% | 19,426 | $3.9M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.69% | 4,927 | $3.8M | Add +79.8% |
| WMT Walmart Inc. | 0.69% | 63,591 | $3.8M | Add +3.5% |
| KLAC KLA Corp. | 0.69% | 5,456 | $3.8M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.68% | 28,473 | $3.8M | Add +3.5% |
| BCX BlackRock Resources & Commod | 0.67% | 410,765 | $3.7M | Add +30.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.66% | 70,928 | $3.7M | Reduce -4.8% |
| ETN Eaton Corp. PLC | 0.66% | 11,710 | $3.7M | Add +3.0% |
| AMAT Applied Materials Inc. | 0.65% | 17,523 | $3.6M | Add +17.8% |
| CRM Salesforce Inc. | 0.62% | 11,528 | $3.5M | Add +0.6% |
| ET Energy Transfer LP | 0.62% | 220,528 | $3.5M | Reduce -2.9% |
| TWLO Twilio Inc. Class A | 0.59% | 53,633 | $3.3M | Add +29.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 17,158 | $3.3M | Add +0.5% |
| SIVR Abrdn Physical Silver Shares | 0.58% | 134,424 | $3.2M | Add +5.8% |
| DFAI Dimensional International Co. | 0.57% | 105,406 | $3.2M | Add +34.2% |
| PNC PNC Financial Services Group | 0.56% | 19,354 | $3.1M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 7,414 | $3.1M | Add +2.9% |
| BA The Boeing Co. | 0.55% | 15,899 | $3.1M | Add +6.5% |
| V Visa Inc. Class A | 0.55% | 10,908 | $3.0M | Add +4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 29,987 | $3.0M | Reduce -11.0% |
| CVX Chevron Corp. | 0.54% | 18,993 | $3.0M | Reduce -4.0% |
| PEP Pepsico Inc. | 0.53% | 16,691 | $2.9M | Add +3.5% |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 37,270 | $2.9M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 10,611 | $2.8M | Add +6.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 37,979 | $2.6M | Add +5.1% |
| MDT Medtronic PLC | 0.47% | 29,862 | $2.6M | Add +8.0% |
| QCOM Qualcomm Inc. | 0.47% | 15,368 | $2.6M | Reduce -16.4% |
| SCHW Schwab (charles) Corp. | 0.46% | 35,693 | $2.6M | Add +10.7% |
| DFAU Dimensional US Core Equity M | 0.46% | 69,848 | $2.6M | Add +7.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 33,298 | $2.5M | Reduce -1.5% |
| FCX Freeport-McMoran Inc. | 0.44% | 52,216 | $2.5M | Add +4.3% |
| BLK BlackRock Finance Inc. | 0.44% | 2,942 | $2.5M | Add +12.1% |
| LMT Lockheed Martin Corp. | 0.44% | 5,384 | $2.4M | Add +1.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.44% | 29,272 | $2.4M | Reduce -4.4% |
| MET Metlife Inc. | 0.43% | 32,599 | $2.4M | Add +5.9% |
| TSCO Tractor Supply Company | 0.43% | 9,197 | $2.4M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.43% | 47,608 | $2.4M | Add +6.9% |
| LRCX Lam Research Corp. | 0.43% | 2,438 | $2.4M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.41% | 14,480 | $2.3M | Reduce -1.2% |
| HD Home Depot Inc. | 0.40% | 5,805 | $2.2M | Reduce -1.3% |
| GDX Vaneck Gold Miners ETF | 0.40% | 70,261 | $2.2M | Add +36.8% |
| SNOW Snowflake Inc. | 0.39% | 13,311 | $2.2M | Add +19.7% |
| ILMN Illumina Inc. | 0.38% | 15,474 | $2.1M | Add +8.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 17,049 | $2.1M | Add +7.8% |
| JNJ Johnson & Johnson | 0.37% | 13,108 | $2.1M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.36% | 47,359 | $2.0M | Reduce -4.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 9,974 | $1.9M | Reduce -0.8% |
| AVY Avery Dennison Corp. | 0.34% | 8,567 | $1.9M | Add +5.3% |
| PG The Procter & Gamble Co. | 0.34% | 11,637 | $1.9M | Reduce -0.5% |
| IDV iShares International Select | 0.34% | 67,019 | $1.9M | Add +0.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.34% | 21,689 | $1.9M | Add +13.9% |
| DES Wisdomtree US Smallcap Divid | 0.33% | 55,530 | $1.8M | Reduce -0.5% |
| HQL Abrdn Life Sciences Investor | 0.32% | 132,549 | $1.8M | Add +7.8% |
| VOO Vanguard S&P 500 ETF | 0.32% | 3,737 | $1.8M | Add +5.3% |
| INTC Intel Corp. | 0.31% | 39,613 | $1.7M | Add +3.5% |
| RTX RTX Corp. | 0.31% | 17,764 | $1.7M | Reduce -3.9% |
| VT Vanguard Tot World STK ETF | 0.31% | 15,477 | $1.7M | Add +0.6% |
| TYG Tortoise Energy Infrastruct | 0.30% | 54,347 | $1.7M | Add +0.6% |
| ZS Zscaler Inc. | 0.30% | 8,625 | $1.7M | Reduce -8.8% |
| BALL Ball Corp. | 0.30% | 24,392 | $1.6M | Add +9.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.29% | 29,827 | $1.6M | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.29% | 16,893 | $1.6M | Add +0.4% |
| MRNA Moderna Inc. | 0.28% | 14,708 | $1.6M | Add +4.8% |
| XME SS SPDR S&P Metals Mining | 0.28% | 25,616 | $1.5M | Add +15.8% |
| CPRT Copart Inc. | 0.27% | 25,884 | $1.5M | Add +3.3% |
| ISRG Intuitive Surgical Inc. | 0.26% | 3,681 | $1.5M | Add +0.2% |
| UNP Union Pacific Corp. | 0.26% | 5,859 | $1.4M | Reduce -3.5% |
| GM General Motors Co. | 0.26% | 31,510 | $1.4M | Add +11.3% |
| GD General Dynamics Corp. | 0.25% | 5,002 | $1.4M | Reduce -3.3% |
| MTCH Match Group Inc. | 0.25% | 38,436 | $1.4M | Add +18.2% |
| IVV iShares Core S&P 500 ETF | 0.25% | 2,636 | $1.4M | Add +6.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $246K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 179 | $214K | New |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 24,000 | $22K | New |
| LENDINGTREE INC (TREE 0.5 07/15/25) | NOTE 0.500% 7/1 · principal | 12,000 | $11K | No change |
Total filed on the 13F, all lines: $556.3M.
Portfolio Sells Q4 2023 → Q1 2024
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −0.74 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.34 |
| CVS CVS Health Corp. | Reduce -86.0% | 0.05% | −0.33 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.80% | −0.13 |
| LTHM Livent Corp. | Sold out | 0.00% | −0.11 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.11 |
| ZS Zscaler Inc. | Reduce -8.8% | 0.30% | −0.10 |
| DGRO iShares Core Dividend Growth | Reduce -6.9% | 0.77% | −0.09 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.09 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Reduce -11.0% | 0.55% | −0.08 |
| NUE Nucor Corp. | Reduce -64.0% | 0.05% | −0.08 |
| TMUS T-Mobile US Inc. | Reduce -20.8% | 0.20% | −0.08 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.1% | 0.51% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.0% | 0.99% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.8% | 0.81% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 1.38% | −0.06 |
| CVX Chevron Corp. | Reduce -4.0% | 0.54% | −0.05 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.05 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 1.04% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -24.3% | 0.10% | −0.05 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.37% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -16.4% | 0.47% | −0.05 |
| TD Toronto-Dominion Bank | Reduce -14.8% | 0.11% | −0.04 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.04 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.99% | −0.04 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.04 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.04 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.4% | 0.44% | −0.04 |
| SLB SLB Ltd. | Reduce -7.2% | 0.29% | −0.04 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.04 |
| URI United Rentals Inc. | Reduce -26.4% | 0.21% | −0.04 |
| CYBR Cyberark Software Ltd./Israel | Reduce -25.7% | 0.18% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -6.1% | 0.20% | −0.04 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.26% | −0.04 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.5% | 0.33% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.3% | 0.17% | −0.03 |
| ZTS Zoetis Inc. | Reduce -3.3% | 0.10% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -36.4% | 0.04% | −0.03 |
| MTH Meritage Homes Corp. | Reduce -11.3% | 0.14% | −0.03 |
| AI C3.AI Inc. Class A | Reduce -16.4% | 0.07% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -34.3% | 0.08% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +79.8% | 0.69% | +0.36 |
| MNKD Mannkind Corp. | Add +12.6% | 1.58% | +0.23 |
| AMAT Applied Materials Inc. | Add +17.8% | 0.65% | +0.19 |
| MCK McKesson Corp. | New | 0.14% | +0.14 |
| DFAI Dimensional International Co. | Add +34.2% | 0.57% | +0.13 |
| MLM Martin Marietta Materials | New | 0.12% | +0.12 |
| ETN Eaton Corp. PLC | Add +3.0% | 0.66% | +0.11 |
| GRMN Garmin Ltd. | Add +181.1% | 0.17% | +0.11 |
| BCX BlackRock Resources & Commod | Add +30.3% | 0.67% | +0.10 |
| PYPL PayPal Holdings Inc. | New | 0.09% | +0.09 |
| DIS The Walt Disney Co. | Add +7.8% | 0.38% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +36.8% | 0.40% | +0.09 |
| NFLX Netflix Inc. | Add +35.2% | 0.23% | +0.08 |
| CAT Caterpillar Inc. | Add +38.9% | 0.21% | +0.07 |
| SLVP iShares MSCI Global Silver A | Add +21.2% | 0.78% | +0.07 |
| PH Parker Hannifin Corp. | New | 0.07% | +0.07 |
| PGR Progressive Corp. | Add +64.3% | 0.14% | +0.06 |
| DFAS Dimensional US Small Cap ETF | New | 0.06% | +0.06 |
| ORLY O'reilly Automotive Inc. | New | 0.06% | +0.06 |
| GM General Motors Co. | Add +11.3% | 0.26% | +0.05 |
| MRK Merck & Co. Inc. | Add +3.5% | 0.68% | +0.05 |
| MCHI iShares MSCI China ETF | New | 0.05% | +0.05 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| TEL Te Connectivity Ltd. | New | 0.05% | +0.05 |
| PAYC Paycom Software Inc. | New | 0.05% | +0.05 |
| GE General Electric | Add +2.2% | 0.23% | +0.05 |
| KWEB Kranesh Csi China Internet | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| FLS Flowserve Corp. | New | 0.04% | +0.04 |
| THC Tenet Healthcare Corp. | New | 0.04% | +0.04 |
| BALL Ball Corp. | Add +9.9% | 0.30% | +0.04 |
| WELL Welltower Inc. | New | 0.04% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | New | 0.04% | +0.04 |
| VTWO Vanguard Russell 2000 ETF | Add +28.0% | 0.23% | +0.04 |
| IBKR Interactive Brokers Gro Class A | New | 0.04% | +0.04 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.04% | +0.04 |
| TECK Teck Resources Ltd.-CLS B | New | 0.04% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| REGN Regeneron Pharmaceuticals | New | 0.04% | +0.04 |
| CTAS Cintas Corp. | New | 0.04% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +31.6% | 0.21% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.56% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| IPG Interpublic Group of Cos Inc. | New | 0.04% | +0.04 |
| KALU Kaiser Aluminum Corp. | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.59% | +0.04 |
| IVE iShares S&P 500 Value ETF | New | 0.04% | +0.04 |
| CDNS Cadence Design SYS Inc. | New | 0.04% | +0.04 |
| NEM Newmont Corp. | New | 0.04% | +0.04 |
Notes & Other Activity Q4 2023 → Q1 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 179 | $214K |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | New | 24,000 | $22K |
| WESTERN DIGITAL CORP (WDC 1.5 02/01/24) | NOTE 1.500% 2/0 · principal | Sold out | 15,000 | $15Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 484 | $996.1M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q1 2026 | 470 | $878.6M | MSFT, NVDA, AAPL, AMZN, SLVP |
| Q4 2025 | 468 | $877.0M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q3 2025 | 452 | $819.4M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q2 2025 | 422 | $715.7M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q1 2025 | 408 | $626.7M | MSFT, AAPL, NVDA, AMZN, MNKD |
| Q4 2024 | 422 | $637.9M | MSFT, AAPL, NVDA, AMZN, AVGO |
| Q3 2024 | 442 | $635.0M | MSFT, AAPL, NVDA, AMZN, MNKD |
| Q2 2024 | 431 | $612.9M | MSFT, AAPL, NVDA, AMZN, AVGO |
| Q1 2024 | 401 | $556.1M | MSFT, AAPL, NVDA, AMZN, AVGO |