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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SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:4.2K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$627.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.9K

Value:$394.3K

% of Portfolio:0.1% ($394.3K/$627.9M)

922908629

VO|922908629

Shares:1.5K

Value:$393.1K

% of Portfolio:0.1% ($393.1K/$627.9M)

HORTON D R INC /DE/

DHI|23331A109

Shares:3.1K

Value:$391.9K

% of Portfolio:0.1% ($391.9K/$627.9M)

FEDEX CORP

FDX|31428X106

Shares:1.6K

Value:$386.7K

% of Portfolio:0.1% ($386.7K/$627.9M)

46434V613

Shares:8.4K

Value:$386.3K

% of Portfolio:0.1% ($386.3K/$627.9M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.6K

Value:$381.2K

% of Portfolio:0.1% ($381.2K/$627.9M)

Qorvo, Inc.

QRVO|74736K101

Shares:5.3K

Value:$380.6K

% of Portfolio:0.1% ($380.6K/$627.9M)

TotalEnergies SE

TTE|89151E109

Shares:5.9K

Value:$380.4K

% of Portfolio:0.1% ($380.4K/$627.9M)

Parker-Hannifin Corp

PH|701094104

Shares:620

Value:$376.9K

% of Portfolio:0.1% ($376.9K/$627.9M)

Eaton Vance Tax-Advantaged Global Dividend Income Fund

ETG|27828S101

Shares:20.5K

Value:$373.9K

% of Portfolio:0.1% ($373.9K/$627.9M)

78463X756

Shares:6.6K

Value:$371.6K

% of Portfolio:0.1% ($371.6K/$627.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:707

Value:$370.1K

% of Portfolio:0.1% ($370.1K/$627.9M)

PINTEREST, INC.

PINS|72352L106

Shares:11.9K

Value:$369.9K

% of Portfolio:0.1% ($369.9K/$627.9M)

464287234

EEM|464287234

Shares:8.4K

Value:$369.0K

% of Portfolio:0.1% ($369.0K/$627.9M)

UWM Holdings Corp

UWMC|91823B109

Shares:67.5K

Value:$368.6K

% of Portfolio:0.1% ($368.6K/$627.9M)

HUMANA INC

HUM|444859102

Shares:1.4K

Value:$368.5K

% of Portfolio:0.1% ($368.5K/$627.9M)

Sony Group Corp

SONY|835699307

Shares:14.5K

Value:$367.2K

% of Portfolio:0.1% ($367.2K/$627.9M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:664

Value:$365.2K

% of Portfolio:0.1% ($365.2K/$627.9M)

EOG RESOURCES INC

EOG|26875P101

Shares:2.8K

Value:$363.1K

% of Portfolio:0.1% ($363.1K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	4.2K	QoQ +4.45% (+181) YoY +7.30% (-289)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$627.9M)	QoQ +7.13% (+$26.4K) YoY -5.84% (-$24.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.9K	QoQ -0.69% (-13) YoY -4.36% (-85)	All Managers (Combined)	$394.3K	0.1% ($394.3K/$627.9M)	QoQ -6.93% (-$29.4K) YoY -1.34% (-$5.4K)
(VOcusip922908629)	1.5K	QoQ +0.13% (-2) YoY -22.40% (-439)	All Managers (Combined)	$393.1K	0.1% ($393.1K/$627.9M)	QoQ -1.95% (-$7.8K) YoY -19.68% (-$96.4K)
HORTON D R INC /DE/(DHIcusip23331A109)	3.1K	QoQ -49.31% (-3.0K) YoY -57.51% (-4.2K)	All Managers (Combined)	$391.9K	0.1% ($391.9K/$627.9M)	QoQ -53.91% (-$458.4K) YoY -67.16% (-$801.7K)
FEDEX CORP(FDXcusip31428X106)	1.6K	QoQ +7.89% (-116) YoY +4.20% (-64)	All Managers (Combined)	$386.7K	0.1% ($386.7K/$627.9M)	QoQ -6.50% (-$26.9K) YoY -12.30% (-$54.3K)
(cusip46434V613)✕	8.4K	QoQ +5.22% (+417) YoY -1.74% (-149)	All Managers (Combined)	$386.3K	0.1% ($386.3K/$627.9M)	QoQ +7.18% (+$25.9K) YoY -0.77% (-$3.0K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.6K	QoQ +11.28% (+167) YoY 0.00% (+0)	All Managers (Combined)	$381.2K	0.1% ($381.2K/$627.9M)	QoQ +19.84% (+$63.1K) YoY +43.47% (+$115.5K)
Qorvo, Inc.(QRVOcusip74736K101)	5.3K	QoQ -0.69% (-37) YoY +98.94% (+2.6K)	All Managers (Combined)	$380.6K	0.1% ($380.6K/$627.9M)	QoQ +2.82% (-$10.4K) YoY +25.44% (+$77.2K)
TotalEnergies SE(TTEcusip89151E109)	5.9K	QoQ -2.69% (-163) YoY +7.35% (+403)	All Managers (Combined)	$380.4K	0.1% ($380.4K/$627.9M)	QoQ +15.49% (-$51.0K) YoY +0.89% (+$3.4K)
Parker-Hannifin Corp(PHcusip701094104)	620	QoQ -1.11% (-7) YoY -14.36% (-104)	All Managers (Combined)	$376.9K	0.1% ($376.9K/$627.9M)	QoQ -5.49% (-$21.9K) YoY -6.34% (-$25.5K)
Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETGcusip27828S101)	20.5K	QoQ -1.19% (-249) YoY -2.73% (-578)	All Managers (Combined)	$373.9K	0.1% ($373.9K/$627.9M)	QoQ -1.25% (-$4.7K) YoY -2.90% (-$11.2K)
(cusip78463X756)✕	6.6K	QoQ -1.64% (-110) YoY -6.06% (-424)	All Managers (Combined)	$371.6K	0.1% ($371.6K/$627.9M)	QoQ -4.97% (-$19.4K) YoY -4.67% (-$18.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	707	QoQ -7.21% (-55) YoY -63.53% (-1.2K)	All Managers (Combined)	$370.1K	0.1% ($370.1K/$627.9M)	QoQ -4.02% (-$15.5K) YoY -61.41% (-$589.1K)
PINTEREST, INC.(PINScusip72352L106)	11.9K	QoQ +11.39% (+1.2K) YoY NEW(+11.9K)	All Managers (Combined)	$369.9K	0.1% ($369.9K/$627.9M)	QoQ +19.07% (+$59.2K) YoY NEW(+$369.9K)
(EEMcusip464287234)	8.4K	QoQ 0.00% (+0) YoY +0.51% (+43)	All Managers (Combined)	$369.0K	0.1% ($369.0K/$627.9M)	QoQ +4.49% (+$15.9K) YoY +6.92% (+$23.9K)
UWM Holdings Corp(UWMCcusip91823B109)	67.5K	QoQ +9.26% (+5.7K) YoY +36.83% (+18.2K)	All Managers (Combined)	$368.6K	0.1% ($368.6K/$627.9M)	QoQ +1.63% (+$5.9K) YoY +2.91% (+$10.4K)
HUMANA INC(HUMcusip444859102)	1.4K	QoQ +7.90% (+102) YoY +36.16% (+370)	All Managers (Combined)	$368.5K	0.1% ($368.5K/$627.9M)	QoQ +12.53% (+$41.0K) YoY +3.93% (+$14.0K)
Sony Group Corp(SONYcusip835699307)	14.5K	QoQ -13.58% (-2.3K) YoY +320.86% (+11.0K)	All Managers (Combined)	$367.2K	0.1% ($367.2K/$627.9M)	QoQ +3.69% (-$13.1K) YoY +24.63% (+$72.6K)
Spotify Technology S.A.(SPOTcusipL8681T102)	664	QoQ +6.75% (+42) YoY NEW(+664)	All Managers (Combined)	$365.2K	0.1% ($365.2K/$627.9M)	QoQ +31.24% (+$87.0K) YoY NEW(+$365.2K)
EOG RESOURCES INC(EOGcusip26875P101)	2.8K	QoQ -22.92% (-842) YoY -41.50% (-2.0K)	All Managers (Combined)	$363.1K	0.1% ($363.1K/$627.9M)	QoQ -19.36% (-$87.2K) YoY -41.31% (-$255.7K)