180-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "MTCH",
  "QRVO",
  "GDX",
  null,
  "MASI",
  "NTR",
  "MOS",
  "MCHI",
  "HUM",
  "MP",
  "ARM",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  "RIG",
  null,
  "AXP",
  "GDXJ",
  "ASAN",
  "JOE",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "CAT",
  "AVGO",
  "LOW",
  "BTZ",
  null,
  null,
  "BSX",
  null,
  "CRS",
  "LNC",
  null,
  "ETG",
  "DUK",
  "DT",
  "PAGP",
  "EBAY",
  "RXRX",
  "PL",
  "QS",
  "PSEC",
  "PHK",
  "FSLY",
  "TYG",
  "EOG",
  "SKIN",
  "EXPD",
  "U",
  null,
  "FCX",
  "ALT",
  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "GLQ",
  "AZN",
  "MCD",
  "INTU",
  "FBIO",
  "UNP",
  "QCOM",
  "SCCO",
  "CALC",
  "ISRG",
  "HSBC",
  "HMC",
  "ITW",
  "AMAT",
  null,
  "EMR",
  null,
  "META",
  null,
  "MNKD",
  "NFE",
  "OCEA",
  "IVW",
  "OUST",
  null,
  "IJH",
  null,
  "TDW",
  "UWMC",
  null,
  "LEO",
  "BFK",
  "GGZ",
  "KGC",
  "DSX",
  "KMI",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "GLO",
  "MPC",
  "VOC",
  "SYM",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MUFG",
  "CIFR",
  "TMUS",
  "ETSY",
  "GE",
  null,
  "INCY",
  null,
  "ILMN",
  "ORLY",
  "ALK",
  "AER",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  "EEM",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  null,
  "JPC",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "NOW",
  "SHOP",
  "SLB",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "BP",
  "AMT",
  "IBM",
  "SBUX",
  "TEL",
  "TXN",
  "TD",
  "TM",
  "TMO",
  "TJX",
  "TWLO",
  "TSN",
  "UBER",
  "UAL",
  "UPS",
  "VO",
  "NEM",
  "MET",
  "AGNC",
  "AVXL",
  "VOE",
  "RKLB",
  "MRNA",
  "SCHW",
  "EWBC",
  null,
  "VWO",
  "GDV",
  "VSS",
  "SIVR",
  null,
  "ACHR",
  null,
  "MYD",
  "TSBK",
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "CKPT",
  "VIG",
  null,
  "LAD",
  "NVTS",
  "TTE",
  "TEF",
  "EVN",
  null,
  "NTNX",
  "TDF",
  "BKN",
  "GT",
  "SU",
  "WY",
  "PATH",
  "SNY",
  "TSM",
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  null,
  "GRAL",
  "EW",
  "RRC",
  "PVH",
  "ATO",
  "ADSK",
  "THC",
  "GM",
  "ACGL",
  "AXON",
  "AMD",
  "SONY",
  "DRI",
  "IP",
  "F",
  "BKR",
  "SGOL",
  "IVR",
  "KALU",
  "IDXX",
  "RACE",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "NIO",
  "TTWO",
  "CLF",
  "IVE",
  "HCA",
  "PFG",
  null,
  "KD",
  "ABEV",
  null,
  "VGT",
  "VUG",
  "VYMI",
  "VALE",
  "VAL",
  "MGK",
  "VXUS",
  "VTWO",
  "VTEB",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VERU",
  "VTV",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "WDS",
  "XPEV",
  "WDAY",
  "XYL",
  null,
  "ESTC",
  "ELAN",
  "OC",
  "GRMN",
  "GNTX",
  "FOXA",
  "ET",
  "DVY",
  "JD",
  null,
  "NOK",
  null,
  "NXPI",
  null,
  "TRP",
  "HQL",
  "CRM",
  "SWKS",
  "DIA",
  "SPOT",
  "IUSV",
  null,
  "GEV",
  "TRI.TO",
  "DGRO",
  "MCK",
  "SYF",
  "FDX",
  null,
  "KMB",
  "LULU",
  "AN",
  "ADP",
  "BALL",
  "BAC",
  null,
  "BRK-B",
  "BHP",
  "BA",
  null,
  "BCX",
  null,
  "BMY",
  "BMBL",
  "BFLY",
  "AI",
  "IGR",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CSCO",
  null,
  "KO",
  "CCEP",
  "CMCSA",
  "COP",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CPNG",
  "CROX",
  "CRSP",
  "CRWD",
  "CSX",
  "CYBR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  "DLR",
  "DOCN",
  "EWJ",
  null,
  "VOD",
  "USMV",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 413
Total Value: 627864074
Accession Number: 0001085146-25-001941
Form Type: 13F-HR
CIK: 180-wealth-advisors
Manager Name: 180-Wealth-Advisors

Data Enrichment

87% identified

360 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

413 positions • $627.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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14019W109

Shares:28.4K

Value:$701.1K

% of Portfolio:0.1% ($701.1K/$627.9M)

464288588

Shares:7.4K

Value:$693.0K

% of Portfolio:0.1% ($693.0K/$627.9M)

Shell plc

SHEL|780259305

Shares:9.3K

Value:$679.1K

% of Portfolio:0.1% ($679.1K/$627.9M)

14020X104

Shares:23.9K

Value:$676.1K

% of Portfolio:0.1% ($676.1K/$627.9M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:21.3K

Value:$668.2K

% of Portfolio:0.1% ($668.2K/$627.9M)

Moderna, Inc.

MRNA|60770K107

Shares:23.3K

Value:$660.2K

% of Portfolio:0.1% ($660.2K/$627.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.3K

Value:$656.4K

% of Portfolio:0.1% ($656.4K/$627.9M)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:36.4K

Value:$650.9K

% of Portfolio:0.1% ($650.9K/$627.9M)

81369Y803

XLK|81369Y803

Shares:3.1K

Value:$646.8K

% of Portfolio:0.1% ($646.8K/$627.9M)

Valaris Ltd

VAL|G9460G101

Shares:16.4K

Value:$642.9K

% of Portfolio:0.1% ($642.9K/$627.9M)

Philip Morris International Inc.

PM|718172109

Shares:4.0K

Value:$642.6K

% of Portfolio:0.1% ($642.6K/$627.9M)

DOW INC.

DOW|260557103

Shares:18.4K

Value:$641.2K

% of Portfolio:0.1% ($641.2K/$627.9M)

37954Y830

Shares:16.4K

Value:$641.0K

% of Portfolio:0.1% ($641.0K/$627.9M)

Chubb Ltd

CB|H1467J104

Shares:2.1K

Value:$638.5K

% of Portfolio:0.1% ($638.5K/$627.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:6.2K

Value:$630.2K

% of Portfolio:0.1% ($630.2K/$627.9M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:9.7K

Value:$627.2K

% of Portfolio:0.1% ($627.2K/$627.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.1K

Value:$620.2K

% of Portfolio:0.1% ($620.2K/$627.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.0K

Value:$614.2K

% of Portfolio:0.1% ($614.2K/$627.9M)

Zoetis Inc.

ZTS|98978V103

Shares:3.7K

Value:$612.0K

% of Portfolio:0.1% ($612.0K/$627.9M)

SUNCOR ENERGY INC

SU|867224107

Shares:15.8K

Value:$609.9K

% of Portfolio:0.1% ($609.9K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14019W109)✕	28.4K	QoQ +1.89% (+528) YoY +15.81% (+3.9K)	All Managers (Combined)	$701.1K	0.1% ($701.1K/$627.9M)	QoQ +1.93% (+$13.3K) YoY +10.87% (+$68.8K)
(cusip464288588)✕	7.4K	QoQ -9.44% (-771) YoY +14.66% (+945)	All Managers (Combined)	$693.0K	0.1% ($693.0K/$627.9M)	QoQ -7.37% (-$55.2K) YoY +16.34% (+$97.4K)
Shell plc(SHELcusip780259305)	9.3K	QoQ -5.14% (-503) YoY -0.10% (-10)	All Managers (Combined)	$679.1K	0.1% ($679.1K/$627.9M)	QoQ +10.94% (-$67.0K) YoY +9.18% (-$57.2K)
(cusip14020X104)✕	23.9K	QoQ +0.06% (-15) YoY +38.61% (+6.6K)	All Managers (Combined)	$676.1K	0.1% ($676.1K/$627.9M)	QoQ -2.98% (-$20.8K) YoY +36.35% (+$180.2K)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	21.3K	QoQ +0.29% (-62) YoY -11.37% (-2.7K)	All Managers (Combined)	$668.2K	0.1% ($668.2K/$627.9M)	QoQ -8.98% (-$66.0K) YoY +27.88% (-$145.7K)
Moderna, Inc.(MRNAcusip60770K107)	23.3K	QoQ +25.48% (-4.7K) YoY +58.32% (-8.6K)	All Managers (Combined)	$660.2K	0.1% ($660.2K/$627.9M)	QoQ -14.44% (-$111.4K) YoY -57.87% (-$907.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.3K	QoQ -0.43% (-10) YoY -2.35% (-55)	All Managers (Combined)	$656.4K	0.1% ($656.4K/$627.9M)	QoQ +18.48% (-$102.4K) YoY +36.76% (-$176.4K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	36.4K	QoQ -1.08% (-401) YoY -2.59% (-971)	All Managers (Combined)	$650.9K	0.1% ($650.9K/$627.9M)	QoQ -30.56% (-$286.5K) YoY +323.73% (-$497.3K)
(XLKcusip81369Y803)	3.1K	QoQ -0.09% (-3) YoY -2.00% (-64)	All Managers (Combined)	$646.8K	0.1% ($646.8K/$627.9M)	QoQ -11.27% (-$82.2K) YoY -2.82% (-$18.8K)
Valaris Ltd(VALcusipG9460G101)	16.4K	QoQ +77.07% (+7.1K) YoY NEW(+16.4K)	All Managers (Combined)	$642.9K	0.1% ($642.9K/$627.9M)	QoQ +57.14% (+$233.8K) YoY NEW(+$642.9K)
Philip Morris International Inc.(PMcusip718172109)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$642.6K	0.1% ($642.6K/$627.9M)	QoQ NEW(+$642.6K) YoY NEW(+$642.6K)
DOW INC.(DOWcusip260557103)	18.4K	QoQ +53.15% (+6.4K) YoY +394.79% (+14.7K)	All Managers (Combined)	$641.2K	0.1% ($641.2K/$627.9M)	QoQ +33.26% (+$160.1K) YoY +198.22% (+$426.2K)
(cusip37954Y830)✕	16.4K	QoQ +7.10% (+1.1K) YoY +75.49% (+7.1K)	All Managers (Combined)	$641.0K	0.1% ($641.0K/$627.9M)	QoQ +9.61% (+$56.2K) YoY +61.60% (+$244.4K)
Chubb Ltd(CBcusipH1467J104)	2.1K	QoQ +7.85% (+154) YoY NEW(+2.1K)	All Managers (Combined)	$638.5K	0.1% ($638.5K/$627.9M)	QoQ +17.88% (+$96.9K) YoY NEW(+$638.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	6.2K	QoQ +1.92% (+118) YoY +11.13% (+626)	All Managers (Combined)	$630.2K	0.1% ($630.2K/$627.9M)	QoQ +15.11% (+$82.8K) YoY +63.69% (+$245.2K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	9.7K	QoQ +35.79% (-2.6K) YoY +151.65% (+5.8K)	All Managers (Combined)	$627.2K	0.1% ($627.2K/$627.9M)	QoQ -1.02% (-$6.5K) YoY +50.16% (+$209.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.1K	QoQ -4.92% (-264) YoY -83.01% (-24.9K)	All Managers (Combined)	$620.2K	0.1% ($620.2K/$627.9M)	QoQ -4.15% (-$26.9K) YoY -79.60% (-$2.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.0K	QoQ +8.45% (+776) YoY -79.09% (-37.7K)	All Managers (Combined)	$614.2K	0.1% ($614.2K/$627.9M)	QoQ +13.05% (+$70.9K) YoY -74.14% (-$1.8M)
Zoetis Inc.(ZTScusip98978V103)	3.7K	QoQ +0.02% (+1) YoY +18.00% (+567)	All Managers (Combined)	$612.0K	0.1% ($612.0K/$627.9M)	QoQ +1.06% (+$6.5K) YoY +14.82% (+$79.0K)
SUNCOR ENERGY INC(SUcusip867224107)	15.8K	QoQ +1.92% (+297) YoY +68.53% (+6.4K)	All Managers (Combined)	$609.9K	0.1% ($609.9K/$627.9M)	QoQ +10.60% (+$58.5K) YoY +76.79% (+$265.0K)