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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Palantir Technologies Inc.

PLTR|69608A108

Shares:7.2K

Value:$608.9K

% of Portfolio:0.1% ($608.9K/$627.9M)

25434V609

Shares:11.8K

Value:$606.5K

% of Portfolio:0.1% ($606.5K/$627.9M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.2K

Value:$600.0K

% of Portfolio:0.1% ($600.0K/$627.9M)

ATMOS ENERGY CORP

ATO|049560105

Shares:3.8K

Value:$593.9K

% of Portfolio:0.1% ($593.9K/$627.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.9K

Value:$585.1K

% of Portfolio:0.1% ($585.1K/$627.9M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.8K

Value:$577.3K

% of Portfolio:0.1% ($577.3K/$627.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.1K

Value:$577.0K

% of Portfolio:0.1% ($577.0K/$627.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.2K

Value:$573.7K

% of Portfolio:0.1% ($573.7K/$627.9M)

922908744

VTV|922908744

Shares:3.3K

Value:$562.6K

% of Portfolio:0.1% ($562.6K/$627.9M)

ASTRAZENECA PLC

AZN|046353108

Shares:7.6K

Value:$560.1K

% of Portfolio:0.1% ($560.1K/$627.9M)

ETSY INC

ETSY|29786A106

Shares:11.8K

Value:$557.8K

% of Portfolio:0.1% ($557.8K/$627.9M)

KINROSS GOLD CORP

KGC|496902404

Shares:43.5K

Value:$548.9K

% of Portfolio:0.1% ($548.9K/$627.9M)

Elastic N.V.

ESTC|N14506104

Shares:6.1K

Value:$547.9K

% of Portfolio:0.1% ($547.9K/$627.9M)

COCA COLA CO

KO|191216100

Shares:7.6K

Value:$544.9K

% of Portfolio:0.1% ($544.9K/$627.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:8.8K

Value:$544.7K

% of Portfolio:0.1% ($544.7K/$627.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:5.6K

Value:$539.1K

% of Portfolio:0.1% ($539.1K/$627.9M)

GE Vernova Inc.

GEV|36828A101

Shares:1.8K

Value:$537.3K

% of Portfolio:0.1% ($537.3K/$627.9M)

Fox Corp

FOXA|35137L105

Shares:9.5K

Value:$534.9K

% of Portfolio:0.1% ($534.9K/$627.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.8K

Value:$534.3K

% of Portfolio:0.1% ($534.3K/$627.9M)

LINCOLN NATIONAL CORP

LNC|534187109

Shares:14.9K

Value:$533.5K

% of Portfolio:0.1% ($533.5K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	7.2K	QoQ +3.97% (+276) YoY NEW(+7.2K)	All Managers (Combined)	$608.9K	0.1% ($608.9K/$627.9M)	QoQ +16.03% (+$84.1K) YoY NEW(+$608.9K)
(cusip25434V609)✕	11.8K	QoQ -2.43% (-294) YoY +36.61% (+3.2K)	All Managers (Combined)	$606.5K	0.1% ($606.5K/$627.9M)	QoQ -9.74% (-$65.5K) YoY +29.25% (+$137.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.2K	QoQ -7.78% (-99) YoY -40.74% (-806)	All Managers (Combined)	$600.0K	0.1% ($600.0K/$627.9M)	QoQ +0.60% (-$3.6K) YoY -36.62% (-$346.7K)
ATMOS ENERGY CORP(ATOcusip049560105)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$593.9K	0.1% ($593.9K/$627.9M)	QoQ NEW(+$593.9K) YoY NEW(+$593.9K)
MCDONALDS CORP(MCDcusip580135101)	1.9K	QoQ -3.75% (-73) YoY -20.09% (-471)	All Managers (Combined)	$585.1K	0.1% ($585.1K/$627.9M)	QoQ +3.69% (-$20.9K) YoY -11.47% (-$75.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.8K	QoQ +5.23% (-440) YoY +14.89% (+1.1K)	All Managers (Combined)	$577.3K	0.1% ($577.3K/$627.9M)	QoQ -19.54% (-$140.3K) YoY +11.90% (+$61.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.1K	QoQ +0.22% (+9) YoY -1.48% (-61)	All Managers (Combined)	$577.0K	0.1% ($577.0K/$627.9M)	QoQ +8.77% (+$46.5K) YoY +8.32% (-$44.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.2K	QoQ -2.61% (-31) YoY -1.11% (-13)	All Managers (Combined)	$573.7K	0.1% ($573.7K/$627.9M)	QoQ -6.86% (-$42.3K) YoY -15.35% (-$104.0K)
(VTVcusip922908744)	3.3K	QoQ -6.67% (-233) YoY -9.90% (-358)	All Managers (Combined)	$562.6K	0.1% ($562.6K/$627.9M)	QoQ -4.77% (-$28.2K) YoY -4.42% (-$26.0K)
ASTRAZENECA PLC(AZNcusip046353108)	7.6K	QoQ -8.80% (-736) YoY -8.08% (-670)	All Managers (Combined)	$560.1K	0.1% ($560.1K/$627.9M)	QoQ +2.29% (-$12.6K) YoY -0.27% (-$1.6K)
ETSY INC(ETSYcusip29786A106)	11.8K	QoQ +23.23% (+2.2K) YoY NEW(+11.8K)	All Managers (Combined)	$557.8K	0.1% ($557.8K/$627.9M)	QoQ +9.92% (+$50.4K) YoY NEW(+$557.8K)
KINROSS GOLD CORP(KGCcusip496902404)	43.5K	QoQ +0.21% (+92) YoY +1.11% (+480)	All Managers (Combined)	$548.9K	0.1% ($548.9K/$627.9M)	QoQ +36.31% (+$146.2K) YoY +108.00% (+$285.0K)
Elastic N.V.(ESTCcusipN14506104)	6.1K	QoQ -4.41% (-284) YoY +21.06% (+1.1K)	All Managers (Combined)	$547.9K	0.1% ($547.9K/$627.9M)	QoQ -14.04% (-$89.5K) YoY +7.61% (+$38.8K)
COCA COLA CO(KOcusip191216100)	7.6K	QoQ -3.78% (-299) YoY -5.30% (-426)	All Managers (Combined)	$544.9K	0.1% ($544.9K/$627.9M)	QoQ +10.68% (-$52.6K) YoY +10.85% (-$53.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	8.8K	QoQ +35.51% (-2.3K) YoY +45.57% (+2.8K)	All Managers (Combined)	$544.7K	0.1% ($544.7K/$627.9M)	QoQ -24.45% (-$176.3K) YoY +26.43% (+$113.9K)
SHOPIFY INC.(SHOPcusip82509L107)	5.6K	QoQ -2.75% (-160) YoY NEW(+5.6K)	All Managers (Combined)	$539.1K	0.1% ($539.1K/$627.9M)	QoQ -12.67% (-$78.3K) YoY NEW(+$539.1K)
GE Vernova Inc.(GEVcusip36828A101)	1.8K	QoQ +9.31% (+150) YoY NEW(+1.8K)	All Managers (Combined)	$537.3K	0.1% ($537.3K/$627.9M)	QoQ +1.45% (+$7.7K) YoY NEW(+$537.3K)
Fox Corp(FOXAcusip35137L105)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$534.9K	0.1% ($534.9K/$627.9M)	QoQ NEW(+$534.9K) YoY NEW(+$534.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.8K	QoQ +0.18% (+9) YoY +3.18% (+149)	All Managers (Combined)	$534.3K	0.1% ($534.3K/$627.9M)	QoQ +24.17% (+$104.0K) YoY +25.66% (+$109.1K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	14.9K	QoQ -0.99% (-149) YoY +4.30% (+613)	All Managers (Combined)	$533.5K	0.1% ($533.5K/$627.9M)	QoQ +12.11% (-$57.7K) YoY +17.29% (+$78.7K)