180 Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), 180 Wealth Advisors, LLC reported 422 stock positions worth $637.9 million. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Apple (AAPL, 4.2%) and Nvidia (NVDA, 4.1%). Compared with Q3 2024, it opened 19 new positions, sold out of 39, added to 186 and reduced 204. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale an exit from BlackRock Finance (BLK).
- Most Recent 13F
- Q2 2026
- Location
- FEDERAL WAY, WA
- CIK
- 0001730817
- Portfolio Value
- $637.9M (Q4 2024)
- SEC Filing
- 0001085146-25-000154 ↗ filed Jan 14, 2025
Holdings Value
Holdings 422 stocks · $637.9M
| MSFT Microsoft Corp. | 7.22% | 109,345 | $46.1M | Reduce -0.5% |
| AAPL Apple Inc. | 4.19% | 106,853 | $26.8M | Reduce -0.1% |
| NVDA Nvidia Corp. | 4.15% | 197,087 | $26.5M | Add +9.3% |
| AMZN Amazon.com Inc. | 3.12% | 90,831 | $19.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.37% | 65,256 | $15.1M | Reduce -2.7% |
| TSLA Tesla Inc. | 2.14% | 33,848 | $13.7M | Reduce -2.9% |
| MNKD Mannkind Corp. | 2.12% | 2,105,707 | $13.5M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.42% | 46,414 | $9.1M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.36% | 14,832 | $8.7M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 1.28% | 64,021 | $8.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 1.17% | 8,127 | $7.4M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 1.16% | 168,316 | $7.4M | Add +9.2% |
| SGOL Abrdn Physical Gold Shares | 1.14% | 290,464 | $7.3M | Add +2.0% |
| TWLO Twilio Inc. Class A | 1.12% | 66,204 | $7.2M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 1.10% | 36,718 | $7.0M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.09% | 36,889 | $7.0M | Reduce -0.5% |
| WMT Walmart Inc. | 0.99% | 69,564 | $6.3M | Add +7.5% |
| PATH Uipath Inc. Class A | 0.97% | 485,354 | $6.2M | Add +4.0% |
| SLVP iShares MSCI Global Silver A | 0.87% | 483,458 | $5.6M | Add +2.1% |
| BCX BlackRock Resources & Commod | 0.85% | 637,370 | $5.4M | Add +9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.85% | 27,455 | $5.4M | Reduce -3.4% |
| IUSV iShares Core S&P U.S. Value | 0.85% | 58,286 | $5.4M | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 0.79% | 133,939 | $5.0M | Add +4.4% |
| RING iShares MSCI Global Gold Min | 0.78% | 176,329 | $5.0M | Add +3.2% |
| IOO iShares Global 100 ETF | 0.72% | 45,686 | $4.6M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.71% | 18,996 | $4.6M | Reduce -1.7% |
| PNC PNC Financial Services Group | 0.71% | 23,414 | $4.5M | Add +13.7% |
| VIGI Vanguard Int Div App Indx FD | 0.70% | 55,932 | $4.5M | Add +0.1% |
| SNOW Snowflake Inc. | 0.67% | 27,690 | $4.3M | Add +0.7% |
| EFV iShares MSCI Eafe Value ETF | 0.66% | 80,518 | $4.2M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 9,074 | $4.1M | Add +1.6% |
| ET Energy Transfer LP | 0.64% | 207,888 | $4.1M | Reduce -0.8% |
| SIVR Abrdn Physical Silver Shares | 0.64% | 147,202 | $4.1M | Add +2.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.62% | 64,535 | $4.0M | Reduce -1.7% |
| SBUX Starbucks Corp. | 0.62% | 43,405 | $4.0M | Reduce -3.8% |
| QCOM Qualcomm Inc. | 0.62% | 25,752 | $4.0M | Add +6.6% |
| DFAI Dimensional International Co. | 0.62% | 135,335 | $4.0M | Add +5.5% |
| ETN Eaton Corp. PLC | 0.58% | 11,232 | $3.7M | Reduce -0.3% |
| V Visa Inc. Class A | 0.57% | 11,587 | $3.7M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.55% | 57,396 | $3.5M | Reduce -7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.55% | 16,002 | $3.5M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.55% | 32,416 | $3.5M | Reduce -27.3% |
| NXPI NXP Semiconductors NV | 0.54% | 16,686 | $3.5M | Add +4.7% |
| CRM Salesforce Inc. | 0.54% | 10,339 | $3.5M | Add +2.2% |
| GDX Vaneck Gold Miners ETF | 0.52% | 98,243 | $3.3M | Add +4.1% |
| EMR Emerson Electric Co. | 0.52% | 26,646 | $3.3M | Add +1.5% |
| DFAU Dimensional US Core Equity M | 0.51% | 81,050 | $3.3M | Add +2.8% |
| MRK Merck & Co. Inc. | 0.49% | 31,523 | $3.1M | Add +7.4% |
| SCHW Schwab (charles) Corp. | 0.49% | 42,090 | $3.1M | Add +3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 10,010 | $2.9M | Reduce -1.3% |
| PHM Pultegroup Inc. | 0.45% | 26,420 | $2.9M | Add +6.3% |
| MDT Medtronic PLC | 0.45% | 35,826 | $2.9M | Add +8.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.45% | 41,876 | $2.8M | Add +4.1% |
| PEP Pepsico Inc. | 0.43% | 18,214 | $2.8M | Add +4.7% |
| CVX Chevron Corp. | 0.42% | 18,642 | $2.7M | Reduce -2.9% |
| ILMN Illumina Inc. | 0.42% | 20,168 | $2.7M | Reduce -2.6% |
| EBAY eBay Inc. | 0.42% | 42,739 | $2.6M | Add +2.7% |
| BA The Boeing Co. | 0.41% | 14,685 | $2.6M | Reduce -1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 32,879 | $2.5M | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.39% | 4,597 | $2.5M | Reduce -4.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.37% | 26,816 | $2.4M | Reduce -4.9% |
| PLD Prologis Inc. | 0.37% | 22,426 | $2.4M | Add +7.0% |
| AMGN Amgen Inc. | 0.37% | 8,966 | $2.3M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 33,039 | $2.3M | Reduce -0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 14,264 | $2.3M | Reduce -0.2% |
| FCX Freeport-McMoran Inc. | 0.35% | 59,114 | $2.3M | Add +6.7% |
| AMAT Applied Materials Inc. | 0.35% | 13,718 | $2.2M | Reduce -13.1% |
| LMT Lockheed Martin Corp. | 0.35% | 4,548 | $2.2M | Reduce -9.9% |
| TYG Tortoise Energy Infrastruct | 0.34% | 52,286 | $2.2M | Reduce -3.2% |
| LULU Lululemon Athletica Inc. | 0.34% | 5,680 | $2.2M | Add +14.4% |
| HD Home Depot Inc. | 0.34% | 5,545 | $2.2M | Reduce -0.1% |
| QLD Proshares Ultra QQQ | 0.34% | 19,894 | $2.2M | Add +81.9% |
| AMT American Tower Corp. | 0.34% | 11,669 | $2.1M | Add +3.6% |
| LLY Eli Lilly & Co. | 0.33% | 2,712 | $2.1M | Add +0.7% |
| JNJ Johnson & Johnson | 0.32% | 14,292 | $2.1M | Add +7.1% |
| VTWO Vanguard Russell 2000 ETF | 0.32% | 22,608 | $2.0M | Add +7.2% |
| DES Wisdomtree US Smallcap Divid | 0.31% | 58,015 | $2.0M | Add +2.8% |
| TMUS T-Mobile US Inc. | 0.31% | 8,920 | $2.0M | Reduce -6.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 9,924 | $2.0M | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.31% | 22,948 | $2.0M | Add +20.2% |
| ISRG Intuitive Surgical Inc. | 0.30% | 3,671 | $1.9M | Reduce -0.3% |
| AVY Avery Dennison Corp. | 0.30% | 10,212 | $1.9M | Add +9.1% |
| GNTX Gentex Corp. | 0.30% | 65,805 | $1.9M | Add +0.7% |
| BALL Ball Corp. | 0.30% | 34,188 | $1.9M | Add +7.9% |
| XME SS SPDR S&P Metals Mining | 0.29% | 32,704 | $1.9M | Add +6.9% |
| NFLX Netflix Inc. | 0.29% | 2,081 | $1.9M | Reduce -3.5% |
| IDV iShares International Select | 0.29% | 66,864 | $1.8M | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.29% | 15,551 | $1.8M | Reduce -0.4% |
| HQL Abrdn Life Sciences Investor | 0.28% | 134,875 | $1.8M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.27% | 3,015 | $1.7M | Add +30.0% |
| GRAL Grail Inc. | 0.26% | 94,178 | $1.7M | Add +36.6% |
| DFAE Dimensional Emerging Core Eq | 0.26% | 65,230 | $1.7M | Add +11.3% |
| RTX RTX Corp. | 0.26% | 14,249 | $1.6M | Reduce -10.0% |
| VZ Verizon Communications Inc. | 0.25% | 40,498 | $1.6M | Reduce -8.0% |
| DFAS Dimensional US Small Cap ETF | 0.24% | 24,018 | $1.6M | Add +48.4% |
| ZS Zscaler Inc. | 0.23% | 8,294 | $1.5M | Reduce -2.6% |
| EW Edwards Lifesciences Corp. | 0.23% | 20,158 | $1.5M | Reduce -0.2% |
| UAL United Airlines Holdings Inc. | 0.23% | 15,316 | $1.5M | Reduce -1.2% |
| TDF Templeton Dragon Fund Inc. | 0.23% | 174,524 | $1.5M | Add +68.6% |
| TIP iShares Tips Bond ETF | 0.22% | 13,336 | $1.4M | Add +30.9% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $408K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 197 | $240K | Reduce -0.5% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 48,000 | $46K | Add +100.0% |
| INSEEGO CORP (INSG 3.25 05/01/25) | NOTE 3.250% 5/0 · principal | 40,000 | $36K | New |
| OKTA INC (OKTA 0.125 09/01/25) | NOTE 0.125% 9/0 · principal | 23,000 | $22K | New |
| DIGITALOCEAN HOLDINGS (DOCN 0 12/01/26) | NOTE 12/0 · principal | 23,000 | $20K | New |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | 17,000 | $17K | New |
| RINGCENTRAL INC (RNG 0 03/01/25) | NOTE 3/0 · principal | 15,000 | $15K | 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: $638.3M.
Portfolio Sells Q3 2024 → Q4 2024
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.51 |
| KLAC KLA Corp. | Reduce -76.1% | 0.11% | −0.44 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.32 |
| XOM Exxon Mobil Corp. | Reduce -27.3% | 0.55% | −0.28 |
| MSFT Microsoft Corp. | Reduce -0.5% | 7.22% | −0.22 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.18 |
| AMAT Applied Materials Inc. | Reduce -13.1% | 0.35% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -64.2% | 0.06% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -9.9% | 0.35% | −0.12 |
| MAGS Roundhill Magnificent Seven | Sold out | 0.00% | −0.10 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.37% | −0.09 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -23.8% | 0.22% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.4% | 0.66% | −0.08 |
| NWSA News Corp. Class A | Sold out | 0.00% | −0.08 |
| SBUX Starbucks Corp. | Reduce -3.8% | 0.62% | −0.07 |
| AIG American International Group | Sold out | 0.00% | −0.07 |
| GD General Dynamics Corp. | Reduce -23.3% | 0.14% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.07 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.06 |
| MCK McKesson Corp. | Reduce -69.0% | 0.03% | −0.06 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -7.2% | 0.55% | −0.06 |
| CDW CDW Corp. | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -8.0% | 0.25% | −0.06 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.05 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.05 |
| MTCH Match Group Inc. | Reduce -15.9% | 0.14% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -27.2% | 0.09% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -25.1% | 0.15% | −0.05 |
| ACGL Arch Capital Group Ltd. | Reduce -1.1% | 0.20% | −0.05 |
| CLF Cleveland-Cliffs Inc. | Reduce -4.4% | 0.11% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.6% | 0.85% | −0.04 |
| PKG Packaging Corp. of America | Reduce -57.2% | 0.04% | −0.04 |
| RTX RTX Corp. | Reduce -10.0% | 0.26% | −0.04 |
| FDRR Fidelity Div ETF Rise Rates | Sold out | 0.00% | −0.04 |
| NIO Nio Inc. - ADR | Reduce -6.5% | 0.07% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 0.36% | −0.04 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.04 |
| AME Ametek Inc. | Sold out | 0.00% | −0.04 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.9% | 0.40% | −0.04 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.04 |
| MP MP Materials Corp. | Reduce -14.2% | 0.12% | −0.04 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.04 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -37.7% | 0.06% | −0.04 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.04 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +9.3% | 4.15% | +0.70 |
| SNOW Snowflake Inc. | Add +0.7% | 0.67% | +0.17 |
| QLD Proshares Ultra QQQ | Add +81.9% | 0.34% | +0.16 |
| WMT Walmart Inc. | Add +7.5% | 0.99% | +0.16 |
| LULU Lululemon Athletica Inc. | Add +14.4% | 0.34% | +0.13 |
| GRAL Grail Inc. | Add +36.6% | 0.26% | +0.11 |
| PNC PNC Financial Services Group | Add +13.7% | 0.71% | +0.11 |
| CRM Salesforce Inc. | Add +2.2% | 0.54% | +0.11 |
| VST Vistra Corp. | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +30.0% | 0.27% | +0.09 |
| PVH PVH Corp. | New | 0.09% | +0.09 |
| CB Chubb Ltd. | New | 0.08% | +0.08 |
| TDF Templeton Dragon Fund Inc. | Add +68.6% | 0.23% | +0.08 |
| DFAS Dimensional US Small Cap ETF | Add +48.4% | 0.24% | +0.08 |
| GILD Gilead Sciences Inc. | Add +81.0% | 0.16% | +0.08 |
| V Visa Inc. Class A | Add +1.3% | 0.57% | +0.08 |
| SCHW Schwab (charles) Corp. | Add +3.2% | 0.49% | +0.07 |
| EPD Enterprise Products Partners | Add +164.9% | 0.11% | +0.07 |
| DAL Delta Air Lines Inc. | Add +21.0% | 0.22% | +0.07 |
| EMR Emerson Electric Co. | Add +1.5% | 0.52% | +0.07 |
| VAL Valaris Ltd. | New | 0.06% | +0.06 |
| MNKD Mannkind Corp. | Add +1.0% | 2.12% | +0.06 |
| XIFR XPLR Infrastructure LP | New | 0.06% | +0.06 |
| TIP iShares Tips Bond ETF | Add +30.9% | 0.22% | +0.05 |
| XLE SS Energy Select Sector | Add +20.2% | 0.31% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.04% | +0.04 |
| ALL Allstate Corp. | Add +64.0% | 0.10% | +0.04 |
| XYZ Block Inc. | New | 0.04% | +0.04 |
| DXCM Dexcom Inc. | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | Add +0.4% | 0.11% | +0.04 |
| MTB M & T Bank Corp. | New | 0.04% | +0.04 |
| KKR KKR & Co. Inc. | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 0.20% | +0.04 |
| XLY SS Consumer Disc Select Sect | New | 0.03% | +0.03 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| TEL Te Connectivity PLC | New | 0.03% | +0.03 |
| MEDP Medpace Holdings Inc. | New | 0.03% | +0.03 |
| OUST Ouster Inc. | Add +1.4% | 0.07% | +0.03 |
| RL Ralph Lauren Corp. | New | 0.03% | +0.03 |
| WBD Warner Bros Discovery Inc. | Add +4.3% | 0.13% | +0.03 |
| XYL Xylem Inc. | New | 0.03% | +0.03 |
| ETSY Etsy Inc. | Add +65.8% | 0.08% | +0.03 |
| PATH Uipath Inc. Class A | Add +4.0% | 0.97% | +0.03 |
| EWBC East West Bancorp Inc. | Add +1.3% | 0.17% | +0.02 |
| DFAT Dimensional US Target Value | Add +30.9% | 0.11% | +0.02 |
| NFE New Fortress Energy Inc. | Add +0.1% | 0.06% | +0.02 |
| CGGR Cap Group Growth Equity | Add +14.4% | 0.13% | +0.02 |
| CGGO Cap Group Global Growth | Add +31.8% | 0.11% | +0.02 |
| DOW Dow Inc. | Add +94.7% | 0.08% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.5% | 197 | $240K |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | Add +100.0% | 48,000 | $46K |
| INSEEGO CORP (INSG 3.25 05/01/25) | NOTE 3.250% 5/0 · principal | New | 40,000 | $36K |
| OKTA INC (OKTA 0.125 09/01/25) | NOTE 0.125% 9/0 · principal | New | 23,000 | $22K |
| DIGITALOCEAN HOLDINGS (DOCN 0 12/01/26) | NOTE 12/0 · principal | New | 23,000 | $20K |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | New | 17,000 | $17K |
| RINGCENTRAL INC (RNG 0 03/01/25) | NOTE 3/0 · principal | New | 15,000 | $15K |
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 |