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

Page 12 of 21

Sort by:

464287507

IJH|464287507

Shares:9.1K

Value:$533.2K

% of Portfolio:0.1% ($533.2K/$627.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.5K

Value:$529.2K

% of Portfolio:0.1% ($529.2K/$627.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:942

Value:$527.0K

% of Portfolio:0.1% ($527.0K/$627.9M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:63.4K

Value:$521.3K

% of Portfolio:0.1% ($521.3K/$627.9M)

Transocean Ltd.

RIG|H8817H100

Shares:163.5K

Value:$518.4K

% of Portfolio:0.1% ($518.4K/$627.9M)

Planet Labs PBC

PL|72703X106

Shares:152.7K

Value:$516.1K

% of Portfolio:0.1% ($516.1K/$627.9M)

QuantumScape Corp

QS|74767V109

Shares:123.9K

Value:$515.4K

% of Portfolio:0.1% ($515.4K/$627.9M)

KAISER ALUMINUM CORP

KALU|483007704

Shares:8.4K

Value:$507.3K

% of Portfolio:0.1% ($507.3K/$627.9M)

Vistra Corp.

VST|92840M102

Shares:4.3K

Value:$505.2K

% of Portfolio:0.1% ($505.2K/$627.9M)

BLACKROCK MUNIYIELD FUND, INC.

MYD|09253W104

Shares:47.8K

Value:$504.8K

% of Portfolio:0.1% ($504.8K/$627.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.2K

Value:$503.4K

% of Portfolio:0.1% ($503.4K/$627.9M)

78464A870

Shares:6.2K

Value:$502.1K

% of Portfolio:0.1% ($502.1K/$627.9M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:17.5K

Value:$498.7K

% of Portfolio:0.1% ($498.7K/$627.9M)

MOSAIC CO

MOS|61945C103

Shares:18.3K

Value:$493.4K

% of Portfolio:0.1% ($493.4K/$627.9M)

TORONTO DOMINION BANK

TD|891160509

Shares:8.2K

Value:$489.4K

% of Portfolio:0.1% ($489.4K/$627.9M)

Fastly, Inc.

FSLY|31188V100

Shares:77.3K

Value:$489.1K

% of Portfolio:0.1% ($489.1K/$627.9M)

92189F791

GDXJ|92189F791

Shares:8.5K

Value:$484.4K

% of Portfolio:0.1% ($484.4K/$627.9M)

Walt Disney Co

DIS|254687106

Shares:4.8K

Value:$475.7K

% of Portfolio:0.1% ($475.7K/$627.9M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:2.3K

Value:$474.7K

% of Portfolio:0.1% ($474.7K/$627.9M)

464287168

DVY|464287168

Shares:3.5K

Value:$469.3K

% of Portfolio:0.1% ($469.3K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	9.1K	QoQ -0.58% (-54) YoY +11.11% (+914)	All Managers (Combined)	$533.2K	0.1% ($533.2K/$627.9M)	QoQ -6.90% (-$39.6K) YoY +6.73% (+$33.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.5K	QoQ -0.62% (-16) YoY -17.93% (-552)	All Managers (Combined)	$529.2K	0.1% ($529.2K/$627.9M)	QoQ +17.17% (-$77.6K) YoY -5.58% (-$31.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	942	QoQ -0.94% (-9) YoY -1.05% (-10)	All Managers (Combined)	$527.0K	0.1% ($527.0K/$627.9M)	QoQ -5.43% (-$30.3K) YoY +5.82% (-$29.0K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	63.4K	QoQ -11.99% (-8.6K) YoY +8.06% (-4.7K)	All Managers (Combined)	$521.3K	0.1% ($521.3K/$627.9M)	QoQ -23.03% (-$156.1K) YoY -60.93% (-$813.3K)
Transocean Ltd.(RIGcusipH8817H100)	163.5K	QoQ +40.08% (+46.8K) YoY +232.30% (+114.3K)	All Managers (Combined)	$518.4K	0.1% ($518.4K/$627.9M)	QoQ +18.41% (+$80.6K) YoY +67.74% (+$209.3K)
Planet Labs PBC(PLcusip72703X106)	152.7K	QoQ -1.31% (-2.0K) YoY +16.62% (+21.8K)	All Managers (Combined)	$516.1K	0.1% ($516.1K/$627.9M)	QoQ -17.43% (-$109.0K) YoY +54.58% (+$182.2K)
QuantumScape Corp(QScusip74767V109)	123.9K	QoQ +10.46% (-11.7K) YoY +59.50% (+46.2K)	All Managers (Combined)	$515.4K	0.1% ($515.4K/$627.9M)	QoQ -11.45% (-$66.7K) YoY +5.48% (+$26.8K)
KAISER ALUMINUM CORP(KALUcusip483007704)	8.4K	QoQ +10.59% (-802) YoY +255.97% (+6.0K)	All Managers (Combined)	$507.3K	0.1% ($507.3K/$627.9M)	QoQ -4.59% (-$24.4K) YoY +141.48% (+$297.2K)
Vistra Corp.(VSTcusip92840M102)	4.3K	QoQ -1.21% (-53) YoY NEW(+4.3K)	All Managers (Combined)	$505.2K	0.1% ($505.2K/$627.9M)	QoQ -15.85% (-$95.2K) YoY NEW(+$505.2K)
BLACKROCK MUNIYIELD FUND, INC.(MYDcusip09253W104)	47.8K	QoQ -3.43% (-1.7K) YoY -16.47% (-9.4K)	All Managers (Combined)	$504.8K	0.1% ($504.8K/$627.9M)	QoQ -1.94% (-$10.0K) YoY -20.33% (-$128.8K)
LOWES COMPANIES INC(LOWcusip548661107)	2.2K	QoQ -1.81% (-40) YoY -13.53% (-338)	All Managers (Combined)	$503.4K	0.1% ($503.4K/$627.9M)	QoQ -7.21% (-$39.2K) YoY -20.84% (-$132.6K)
(cusip78464A870)✕	6.2K	QoQ +46.08% (+2.0K) YoY +56.65% (+2.2K)	All Managers (Combined)	$502.1K	0.1% ($502.1K/$627.9M)	QoQ +31.54% (+$120.4K) YoY +33.88% (+$127.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	17.5K	QoQ +2.76% (+471) YoY -5.11% (-942)	All Managers (Combined)	$498.7K	0.1% ($498.7K/$627.9M)	QoQ +7.00% (+$32.6K) YoY +47.60% (-$160.8K)
MOSAIC CO(MOScusip61945C103)	18.3K	QoQ +6.65% (+1.1K) YoY +93.82% (+8.8K)	All Managers (Combined)	$493.4K	0.1% ($493.4K/$627.9M)	QoQ +17.19% (+$72.4K) YoY +61.27% (+$187.5K)
TORONTO DOMINION BANK(TDcusip891160509)	8.2K	QoQ -4.99% (-429) YoY -22.51% (-2.4K)	All Managers (Combined)	$489.4K	0.1% ($489.4K/$627.9M)	QoQ +6.97% (-$31.9K) YoY -23.07% (-$146.8K)
Fastly, Inc.(FSLYcusip31188V100)	77.3K	QoQ +12.55% (-8.6K) YoY +609.29% (+66.4K)	All Managers (Combined)	$489.1K	0.1% ($489.1K/$627.9M)	QoQ -24.52% (-$158.9K) YoY +246.17% (+$347.8K)
(GDXJcusip92189F791)	8.5K	QoQ +6.60% (+525) YoY +15.39% (+1.1K)	All Managers (Combined)	$484.4K	0.1% ($484.4K/$627.9M)	QoQ +42.64% (+$144.8K) YoY +70.38% (+$200.1K)
Walt Disney Co(DIScusip254687106)	4.8K	QoQ -4.09% (-206) YoY -71.73% (-12.2K)	All Managers (Combined)	$475.7K	0.1% ($475.7K/$627.9M)	QoQ -14.99% (-$83.9K) YoY -77.19% (-$1.6M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	2.3K	QoQ +1.51% (+34) YoY -3.30% (-78)	All Managers (Combined)	$474.7K	0.1% ($474.7K/$627.9M)	QoQ +12.96% (+$54.5K) YoY +20.19% (-$79.8K)
(DVYcusip464287168)	3.5K	QoQ -0.22% (-8) YoY -3.34% (-121)	All Managers (Combined)	$469.3K	0.1% ($469.3K/$627.9M)	QoQ +2.03% (-$9.4K) YoY +5.37% (-$23.9K)