180 Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), 180 Wealth Advisors, LLC reported 442 stock positions worth $635.0 million. Its top holding was Microsoft (MSFT) at 7.4% of the portfolio, followed by Apple (AAPL, 3.9%) and Nvidia (NVDA, 3.4%). Compared with Q2 2024, it opened 27 new positions, sold out of 16, added to 188 and reduced 203. The biggest buy was Mannkind (MNKD, shares +2%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FEDERAL WAY, WA
- CIK
- 0001730817
- Portfolio Value
- $635.0M (Q3 2024)
- SEC Filing
- 0001085146-24-005280 ↗ filed Nov 1, 2024
Holdings Value
Holdings 442 stocks · $635.0M
| MSFT Microsoft Corp. | 7.45% | 109,868 | $47.3M | Reduce -0.6% |
| AAPL Apple Inc. | 3.92% | 106,947 | $24.9M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.45% | 180,396 | $21.9M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.67% | 90,903 | $16.9M | Reduce -2.9% |
| MNKD Mannkind Corp. | 2.06% | 2,084,537 | $13.1M | Add +2.5% |
| AVGO Broadcom Inc. | 1.82% | 67,052 | $11.6M | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 1.46% | 46,772 | $9.3M | Reduce -0.4% |
| TSLA Tesla Inc. | 1.44% | 34,846 | $9.1M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.36% | 15,074 | $8.6M | Reduce -2.3% |
| VYM Vanguard High DVD Yield ETF | 1.29% | 64,086 | $8.2M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 1.16% | 154,153 | $7.4M | Add +11.0% |
| COST Costco Wholesale Corp. | 1.15% | 8,206 | $7.3M | Reduce -2.5% |
| SGOL Abrdn Physical Gold Shares | 1.13% | 284,857 | $7.2M | Add +4.0% |
| SLVP iShares MSCI Global Silver A | 0.99% | 473,490 | $6.3M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.98% | 37,069 | $6.2M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 37,073 | $6.1M | Reduce -0.1% |
| PATH Uipath Inc. Class A | 0.94% | 466,861 | $6.0M | Add +5.9% |
| IUSV iShares Core S&P U.S. Value | 0.89% | 59,235 | $5.7M | Reduce -0.7% |
| RING iShares MSCI Global Gold Min | 0.89% | 170,916 | $5.6M | Add +0.5% |
| BCX BlackRock Resources & Commod | 0.88% | 579,828 | $5.6M | Add +24.8% |
| CMCSA Comcast Corp. Class A | 0.84% | 128,321 | $5.4M | Add +2.3% |
| WMT Walmart Inc. | 0.82% | 64,732 | $5.2M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.82% | 44,584 | $5.2M | Reduce -6.6% |
| VIGI Vanguard Int Div App Indx FD | 0.78% | 55,892 | $4.9M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 28,411 | $4.9M | Reduce -2.2% |
| EFV iShares MSCI Eafe Value ETF | 0.74% | 81,618 | $4.7M | Add +0.8% |
| IOO iShares Global 100 ETF | 0.72% | 46,281 | $4.6M | Reduce -2.5% |
| TWLO Twilio Inc. Class A | 0.70% | 67,814 | $4.4M | Add +2.2% |
| SBUX Starbucks Corp. | 0.69% | 45,098 | $4.4M | Reduce -2.4% |
| SIVR Abrdn Physical Silver Shares | 0.67% | 143,262 | $4.3M | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 8,933 | $4.1M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.65% | 24,163 | $4.1M | Add +1.6% |
| DFAI Dimensional International Co. | 0.64% | 128,309 | $4.1M | Add +11.2% |
| JPM JPMorgan Chase & Co. | 0.64% | 19,332 | $4.1M | Reduce -1.3% |
| DGRO iShares Core Dividend Growth | 0.61% | 61,863 | $3.9M | Reduce -10.2% |
| NXPI NXP Semiconductors NV | 0.60% | 15,941 | $3.8M | Add +1.1% |
| PNC PNC Financial Services Group | 0.60% | 20,589 | $3.8M | Add +3.7% |
| GDX Vaneck Gold Miners ETF | 0.59% | 94,353 | $3.8M | Add +9.9% |
| ETN Eaton Corp. PLC | 0.59% | 11,271 | $3.7M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 16,587 | $3.7M | Reduce -2.6% |
| PHM Pultegroup Inc. | 0.56% | 24,866 | $3.6M | Add +7.3% |
| KLAC KLA Corp. | 0.55% | 4,488 | $3.5M | Reduce -6.0% |
| ET Energy Transfer LP | 0.53% | 209,503 | $3.4M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.52% | 29,346 | $3.3M | Add +2.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.52% | 65,673 | $3.3M | Reduce -0.9% |
| BLK BlackRock Finance Inc. | 0.51% | 3,440 | $3.3M | No change |
| AMAT Applied Materials Inc. | 0.50% | 15,788 | $3.2M | Reduce -0.3% |
| SNOW Snowflake Inc. | 0.50% | 27,495 | $3.2M | Add +50.3% |
| V Visa Inc. Class A | 0.50% | 11,437 | $3.1M | Add +1.6% |
| DFAU Dimensional US Core Equity M | 0.49% | 78,815 | $3.1M | Add +5.7% |
| MDT Medtronic PLC | 0.47% | 33,185 | $3.0M | Add +3.5% |
| PEP Pepsico Inc. | 0.47% | 17,400 | $3.0M | Add +2.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 40,234 | $3.0M | Add +4.1% |
| LMT Lockheed Martin Corp. | 0.46% | 5,046 | $2.9M | Reduce -3.4% |
| AMGN Amgen Inc. | 0.46% | 9,054 | $2.9M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 10,143 | $2.9M | Reduce -3.4% |
| EMR Emerson Electric Co. | 0.45% | 26,258 | $2.9M | Add +2.6% |
| CVX Chevron Corp. | 0.45% | 19,207 | $2.8M | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 35,322 | $2.8M | Reduce -3.6% |
| CRM Salesforce Inc. | 0.44% | 10,112 | $2.8M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 0.44% | 55,387 | $2.8M | Reduce -11.2% |
| EBAY eBay Inc. | 0.43% | 41,610 | $2.7M | Add +2.7% |
| ILMN Illumina Inc. | 0.43% | 20,706 | $2.7M | Reduce -0.4% |
| PLD Prologis Inc. | 0.42% | 20,957 | $2.6M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.42% | 40,776 | $2.6M | Add +4.2% |
| AMT American Tower Corp. | 0.41% | 11,265 | $2.6M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 33,050 | $2.6M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.41% | 28,201 | $2.6M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.40% | 4,828 | $2.5M | Reduce -3.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.38% | 14,298 | $2.4M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.38% | 2,693 | $2.4M | Reduce -4.8% |
| BA The Boeing Co. | 0.36% | 14,883 | $2.3M | Reduce -3.7% |
| HD Home Depot Inc. | 0.35% | 5,553 | $2.2M | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.34% | 13,339 | $2.2M | Add +0.6% |
| BALL Ball Corp. | 0.34% | 31,683 | $2.2M | Add +2.8% |
| TYG Tortoise Energy Infrastruct | 0.33% | 54,020 | $2.1M | Reduce -0.7% |
| AVY Avery Dennison Corp. | 0.33% | 9,362 | $2.1M | Add +2.7% |
| HQL Abrdn Life Sciences Investor | 0.32% | 134,166 | $2.0M | Reduce -1.5% |
| LRCX Lam Research Corp. | 0.32% | 2,475 | $2.0M | Add +0.1% |
| IDV iShares International Select | 0.32% | 66,559 | $2.0M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 9,960 | $2.0M | Reduce -0.0% |
| VZ Verizon Communications Inc. | 0.31% | 44,001 | $2.0M | Reduce -3.7% |
| TMUS T-Mobile US Inc. | 0.31% | 9,549 | $2.0M | Add +23.9% |
| XME SS SPDR S&P Metals Mining | 0.31% | 30,602 | $1.9M | Add +7.8% |
| DES Wisdomtree US Smallcap Divid | 0.31% | 56,419 | $1.9M | Add +1.5% |
| GNTX Gentex Corp. | 0.31% | 65,368 | $1.9M | Add +2.4% |
| RTX RTX Corp. | 0.30% | 15,833 | $1.9M | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.30% | 11,041 | $1.9M | Reduce -6.4% |
| VTWO Vanguard Russell 2000 ETF | 0.30% | 21,088 | $1.9M | Add +14.7% |
| VT Vanguard Tot World STK ETF | 0.29% | 15,616 | $1.9M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.28% | 3,683 | $1.8M | Add +0.1% |
| XLE SS Energy Select Sector | 0.26% | 19,091 | $1.7M | Add +8.9% |
| DFAE Dimensional Emerging Core Eq | 0.25% | 58,636 | $1.6M | Add +10.2% |
| ACGL Arch Capital Group Ltd. | 0.25% | 14,074 | $1.6M | Add +64.5% |
| NFLX Netflix Inc. | 0.24% | 2,156 | $1.5M | Reduce -2.4% |
| CAT Caterpillar Inc. | 0.23% | 3,773 | $1.5M | Reduce -2.4% |
| ZS Zscaler Inc. | 0.23% | 8,513 | $1.5M | Reduce -1.6% |
| HDV iShares Core High Dividend E | 0.23% | 12,358 | $1.5M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.22% | 5,791 | $1.4M | Add +0.8% |
| ORCL Oracle Corp. | 0.22% | 8,351 | $1.4M | Add +0.6% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $286K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 198 | $252K | Reduce -0.5% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 24,000 | $23K | No change |
| 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: $635.3M.
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.6% | 7.45% | −0.75 |
| NVDA Nvidia Corp. | Reduce -2.3% | 3.45% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 2.67% | −0.31 |
| P Everpure Inc. Class A | Reduce -0.9% | 0.52% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.97% | −0.16 |
| AN Autonation Inc. | Sold out | 0.00% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.50% | −0.12 |
| KLAC KLA Corp. | Reduce -6.0% | 0.55% | −0.12 |
| BA The Boeing Co. | Reduce -3.7% | 0.36% | −0.11 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.2% | 0.78% | −0.10 |
| AVGO Broadcom Inc. | Reduce -2.5% | 1.82% | −0.09 |
| FCX Freeport-McMoran Inc. | Reduce -11.2% | 0.44% | −0.09 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -0.7% | 3.92% | −0.08 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.08 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.9% | 0.16% | −0.07 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -6.6% | 0.82% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Reduce -43.7% | 0.08% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -4.8% | 0.38% | −0.06 |
| GM General Motors Co. | Reduce -12.6% | 0.19% | −0.05 |
| QLD Proshares Ultra QQQ | Reduce -15.9% | 0.17% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -10.2% | 0.61% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.05 |
| ZS Zscaler Inc. | Reduce -1.6% | 0.23% | −0.05 |
| IOO iShares Global 100 ETF | Reduce -2.5% | 0.72% | −0.05 |
| F Ford Motor Co. | Reduce -23.4% | 0.06% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.3% | 0.12% | −0.04 |
| CPRT Copart Inc. | Reduce -16.2% | 0.15% | −0.04 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.04 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.04 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.04 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.03 |
| ET Energy Transfer LP | Reduce -0.9% | 0.53% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.03 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.03 |
| MAGS Roundhill Magnificent Seven | Reduce -19.8% | 0.10% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.6% | 0.44% | −0.02 |
| OLN Olin Corp. | Reduce -21.2% | 0.07% | −0.02 |
| EOG EOG Resources Inc. | Reduce -16.5% | 0.07% | −0.02 |
| MTH Meritage Homes Corp. | Reduce -31.7% | 0.07% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.64% | −0.02 |
| OGN Organon & Co. | Reduce -3.3% | 0.13% | −0.02 |
| HPE Hewlett Packard Enterprise | Reduce -4.6% | 0.17% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.8% | 0.09% | −0.02 |
| AMD Advanced Micro Devices | Reduce -3.7% | 0.10% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| MNKD Mannkind Corp. | Add +2.5% | 2.06% | +0.20 |
| BCX BlackRock Resources & Commod | Add +24.8% | 0.88% | +0.17 |
| GRAL Grail Inc. | New | 0.15% | +0.15 |
| SYM Symbotic Inc. | New | 0.14% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +11.0% | 1.16% | +0.13 |
| PHM Pultegroup Inc. | Add +7.3% | 0.56% | +0.13 |
| ACGL Arch Capital Group Ltd. | Add +64.5% | 0.25% | +0.11 |
| TDF Templeton Dragon Fund Inc. | Add +210.3% | 0.15% | +0.10 |
| SGOL Abrdn Physical Gold Shares | Add +4.0% | 1.13% | +0.10 |
| HCA HCA Healthcare Inc. | Add +113.1% | 0.16% | +0.10 |
| WMT Walmart Inc. | Add +0.7% | 0.82% | +0.09 |
| MMM 3M Co. | Add +134.2% | 0.13% | +0.09 |
| TMUS T-Mobile US Inc. | Add +23.9% | 0.31% | +0.09 |
| SNOW Snowflake Inc. | Add +50.3% | 0.50% | +0.08 |
| TWLO Twilio Inc. Class A | Add +2.2% | 0.70% | +0.08 |
| AXP American Express Co. | Add +93.4% | 0.15% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +153.6% | 0.13% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +2.3% | 0.84% | +0.07 |
| ALLE Allegion PLC | New | 0.07% | +0.07 |
| EBAY eBay Inc. | Add +2.7% | 0.43% | +0.07 |
| MCHI iShares MSCI China ETF | Add +41.9% | 0.18% | +0.07 |
| DFAI Dimensional International Co. | Add +11.2% | 0.64% | +0.07 |
| TAP Molson Coors Beverage Co. Class B | New | 0.06% | +0.06 |
| MHK Mohawk Industries Inc. | New | 0.06% | +0.06 |
| MDT Medtronic PLC | Add +3.5% | 0.47% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +52.8% | 0.17% | +0.06 |
| GDX Vaneck Gold Miners ETF | Add +9.9% | 0.59% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +97.7% | 0.21% | +0.06 |
| PNC PNC Financial Services Group | Add +3.7% | 0.60% | +0.05 |
| PATH Uipath Inc. Class A | Add +5.9% | 0.94% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 0.65% | +0.05 |
| LULU Lululemon Athletica Inc. | Add +41.6% | 0.21% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 1.29% | +0.05 |
| CACI Caci International Inc. Class A | New | 0.05% | +0.05 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +26.9% | 0.21% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +11.0% | 0.14% | +0.04 |
| VTWO Vanguard Russell 2000 ETF | Add +14.7% | 0.30% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +11.3% | 0.15% | +0.04 |
| CGDV Cap Group Dividend Value | New | 0.04% | +0.04 |
| NVDL Granitesh 2X LNG Nvda ETF | New | 0.04% | +0.04 |
| PINS Pinterest Inc. Class A | New | 0.04% | +0.04 |
| EPD Enterprise Products Partners | New | 0.04% | +0.04 |
| DT Dynatrace Inc. | New | 0.04% | +0.04 |
| NFE New Fortress Energy Inc. | New | 0.04% | +0.04 |
| PAYC Paycom Software Inc. | Add +63.0% | 0.08% | +0.04 |
| SPOT Spotify Technology SA | New | 0.04% | +0.04 |
| CBRE GBL REAL ESTATE INC FD | Add +4.7% | 0.16% | +0.03 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.03% | +0.03 |
| BALL Ball Corp. | Add +2.8% | 0.34% | +0.03 |
| CRS Carpenter Technology | New | 0.03% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.5% | 198 | $252K |
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 |