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 15 of 21

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LINDE PLC

LIN|G54950103

Shares:775

Value:$360.9K

% of Portfolio:0.1% ($360.9K/$627.9M)

Autodesk, Inc.

ADSK|052769106

Shares:1.4K

Value:$360.8K

% of Portfolio:0.1% ($360.8K/$627.9M)

Ouster, Inc.

OUST|68989M202

Shares:39.9K

Value:$358.2K

% of Portfolio:0.1% ($358.2K/$627.9M)

BNY MELLON STRATEGIC MUNICIPALS, INC.

LEO|05588W108

Shares:58.5K

Value:$357.8K

% of Portfolio:0.1% ($357.8K/$627.9M)

NIO Inc.

NIO|62914V106

Shares:93.8K

Value:$357.5K

% of Portfolio:0.1% ($357.5K/$627.9M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:6.7K

Value:$357.0K

% of Portfolio:0.1% ($357.0K/$627.9M)

Nutrien Ltd.

NTR|67077M108

Shares:7.1K

Value:$353.9K

% of Portfolio:0.1% ($353.9K/$627.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.1K

Value:$353.6K

% of Portfolio:0.1% ($353.6K/$627.9M)

NOVO NORDISK A S

NVO|670100205

Shares:5.0K

Value:$348.2K

% of Portfolio:0.1% ($348.2K/$627.9M)

Sanofi

SNY|80105N105

Shares:6.3K

Value:$347.8K

% of Portfolio:0.1% ($347.8K/$627.9M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.0K

Value:$346.7K

% of Portfolio:0.1% ($346.7K/$627.9M)

Elanco Animal Health Inc

ELAN|28414H103

Shares:32.9K

Value:$345.9K

% of Portfolio:0.1% ($345.9K/$627.9M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.4K

Value:$345.7K

% of Portfolio:0.1% ($345.7K/$627.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.1K

Value:$342.8K

% of Portfolio:0.1% ($342.8K/$627.9M)

Workday, Inc.

WDAY|98138H101

Shares:1.5K

Value:$341.7K

% of Portfolio:0.1% ($341.7K/$627.9M)

INCYTE CORP

INCY|45337C102

Shares:5.6K

Value:$336.1K

% of Portfolio:0.1% ($336.1K/$627.9M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.9K

Value:$331.7K

% of Portfolio:0.1% ($331.7K/$627.9M)

UNITED RENTALS, INC.

URI|911363109

Shares:528

Value:$330.9K

% of Portfolio:0.1% ($330.9K/$627.9M)

S&P Global Inc.

SPGI|78409V104

Shares:649

Value:$329.8K

% of Portfolio:0.1% ($329.8K/$627.9M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:2.0K

Value:$329.7K

% of Portfolio:0.1% ($329.7K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	775	QoQ -16.21% (-150) YoY -26.47% (-279)	All Managers (Combined)	$360.9K	0.1% ($360.9K/$627.9M)	QoQ -6.81% (-$26.4K) YoY -26.25% (-$128.5K)
Autodesk, Inc.(ADSKcusip052769106)	1.4K	QoQ -7.51% (-112) YoY -10.51% (-162)	All Managers (Combined)	$360.8K	0.1% ($360.8K/$627.9M)	QoQ -18.08% (-$79.6K) YoY -10.04% (-$40.3K)
Ouster, Inc.(OUSTcusip68989M202)	39.9K	QoQ +14.59% (-5.1K) YoY +86.86% (+18.5K)	All Managers (Combined)	$358.2K	0.1% ($358.2K/$627.9M)	QoQ -15.79% (-$67.2K) YoY +111.33% (+$188.7K)
BNY MELLON STRATEGIC MUNICIPALS, INC.(LEOcusip05588W108)	58.5K	QoQ -6.82% (-4.3K) YoY -29.80% (-24.8K)	All Managers (Combined)	$357.8K	0.1% ($357.8K/$627.9M)	QoQ -5.59% (-$21.2K) YoY -29.57% (-$150.2K)
NIO Inc.(NIOcusip62914V106)	93.8K	QoQ -1.89% (-1.8K) YoY +1.02% (-950)	All Managers (Combined)	$357.5K	0.1% ($357.5K/$627.9M)	QoQ -14.26% (-$59.5K) YoY -14.46% (-$60.5K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	6.7K	QoQ -9.75% (-723) YoY -14.71% (-1.2K)	All Managers (Combined)	$357.0K	0.1% ($357.0K/$627.9M)	QoQ -10.53% (-$42.1K) YoY +16.61% (-$50.9K)
Nutrien Ltd.(NTRcusip67077M108)	7.1K	QoQ -0.26% (-19) YoY +36.46% (+1.9K)	All Managers (Combined)	$353.9K	0.1% ($353.9K/$627.9M)	QoQ +10.71% (-$34.3K) YoY +24.81% (+$70.4K)
Palo Alto Networks Inc(PANWcusip697435105)	2.1K	QoQ -2.58% (-55) YoY +161.61% (+1.3K)	All Managers (Combined)	$353.6K	0.1% ($353.6K/$627.9M)	QoQ -8.64% (-$33.5K) YoY +57.11% (+$128.5K)
NOVO NORDISK A S(NVOcusip670100205)	5.0K	QoQ +3.57% (-173) YoY -23.43% (-1.5K)	All Managers (Combined)	$348.2K	0.1% ($348.2K/$627.9M)	QoQ -16.38% (-$68.3K) YoY -58.59% (-$492.7K)
Sanofi(SNYcusip80105N105)	6.3K	QoQ -11.38% (-806) YoY -7.69% (-523)	All Managers (Combined)	$347.8K	0.1% ($347.8K/$627.9M)	QoQ +1.89% (-$6.5K) YoY +5.33% (-$17.6K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.0K	QoQ -59.16% (-1.5K) YoY -23.43% (-307)	All Managers (Combined)	$346.7K	0.1% ($346.7K/$627.9M)	QoQ -52.96% (-$390.4K) YoY -20.65% (-$90.2K)
Elanco Animal Health Inc(ELANcusip28414H103)	32.9K	QoQ +23.23% (+6.2K) YoY +32.70% (-8.1K)	All Managers (Combined)	$345.9K	0.1% ($345.9K/$627.9M)	QoQ +6.84% (+$22.2K) YoY -14.40% (-$58.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.4K	QoQ +5.13% (+116) YoY -21.60% (-654)	All Managers (Combined)	$345.7K	0.1% ($345.7K/$627.9M)	QoQ +9.80% (+$30.9K) YoY -43.31% (-$264.2K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.1K	QoQ -0.88% (-10) YoY -20.36% (-287)	All Managers (Combined)	$342.8K	0.1% ($342.8K/$627.9M)	QoQ +3.45% (-$11.4K) YoY -2.58% (-$9.1K)
Workday, Inc.(WDAYcusip98138H101)	1.5K	QoQ +10.24% (-136) YoY +17.41% (+217)	All Managers (Combined)	$341.7K	0.1% ($341.7K/$627.9M)	QoQ -0.21% (-$752) YoY +0.53% (+$1.8K)
INCYTE CORP(INCYcusip45337C102)	5.6K	QoQ +6.11% (-320) YoY +16.51% (+787)	All Managers (Combined)	$336.1K	0.1% ($336.1K/$627.9M)	QoQ -6.97% (-$25.2K) YoY +23.84% (+$64.7K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.9K	QoQ -10.43% (-219) YoY +3.07% (-56)	All Managers (Combined)	$331.7K	0.1% ($331.7K/$627.9M)	QoQ -18.74% (-$76.5K) YoY -27.70% (-$127.1K)
UNITED RENTALS, INC.(URIcusip911363109)	528	QoQ -58.29% (-738) YoY -66.97% (-1.1K)	All Managers (Combined)	$330.9K	0.1% ($330.9K/$627.9M)	QoQ -62.89% (-$560.9K) YoY -71.30% (-$822.2K)
S&P Global Inc.(SPGIcusip78409V104)	649	QoQ -5.66% (-39) YoY -15.60% (-120)	All Managers (Combined)	$329.8K	0.1% ($329.8K/$627.9M)	QoQ -3.76% (-$12.9K) YoY +0.79% (-$2.6K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	2.0K	QoQ +1.89% (-37) YoY -0.89% (-18)	All Managers (Combined)	$329.7K	0.1% ($329.7K/$627.9M)	QoQ -4.49% (-$15.5K) YoY +46.90% (-$105.3K)