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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464287309

IVW|464287309

Shares:3.5K

Value:$329.1K

% of Portfolio:0.1% ($329.1K/$627.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:229

Value:$328.1K

% of Portfolio:0.1% ($328.1K/$627.9M)

FORD MOTOR CO

F|345370860

Shares:32.7K

Value:$327.7K

% of Portfolio:0.1% ($327.7K/$627.9M)

464287150

ITOT|464287150

Shares:2.7K

Value:$326.8K

% of Portfolio:0.1% ($326.8K/$627.9M)

TENET HEALTHCARE CORP

THC|88033G407

Shares:2.4K

Value:$326.6K

% of Portfolio:0.1% ($326.6K/$627.9M)

REALTY INCOME CORP

O|756109104

Shares:5.6K

Value:$326.4K

% of Portfolio:0.1% ($326.4K/$627.9M)

067901108

Shares:16.5K

Value:$319.8K

% of Portfolio:0.1% ($319.8K/$627.9M)

BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC.

BKN|09247D105

Shares:27.8K

Value:$319.1K

% of Portfolio:0.1% ($319.1K/$627.9M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:5.5K

Value:$318.0K

% of Portfolio:0.1% ($318.0K/$627.9M)

46434G822

EWJ|46434G822

Shares:4.7K

Value:$318.0K

% of Portfolio:0.1% ($318.0K/$627.9M)

301505442

Shares:15.9K

Value:$314.5K

% of Portfolio:0.1% ($314.5K/$627.9M)

464287655

IWM|464287655

Shares:1.6K

Value:$313.3K

% of Portfolio:0.0% ($313.3K/$627.9M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:22.9K

Value:$311.6K

% of Portfolio:0.0% ($311.6K/$627.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.7K

Value:$311.4K

% of Portfolio:0.0% ($311.4K/$627.9M)

BP PLC

BP|055622104

Shares:9.1K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$627.9M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.2K

Value:$306.8K

% of Portfolio:0.0% ($306.8K/$627.9M)

65341B106

Shares:32.2K

Value:$305.5K

% of Portfolio:0.0% ($305.5K/$627.9M)

97717W323

Shares:12.5K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$627.9M)

Bumble Inc.

BMBL|12047B105

Shares:70.0K

Value:$303.9K

% of Portfolio:0.0% ($303.9K/$627.9M)

ST JOE Co

JOE|790148100

Shares:6.4K

Value:$301.9K

% of Portfolio:0.0% ($301.9K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	3.5K	QoQ -1.99% (-72) YoY +18.68% (+558)	All Managers (Combined)	$329.1K	0.1% ($329.1K/$627.9M)	QoQ -10.38% (-$38.1K) YoY +30.47% (+$76.9K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	229	QoQ -11.24% (-29) YoY -16.11% (-44)	All Managers (Combined)	$328.1K	0.1% ($328.1K/$627.9M)	QoQ +7.23% (-$22.1K) YoY +6.44% (-$19.9K)
FORD MOTOR CO(Fcusip345370860)	32.7K	QoQ -0.62% (-207) YoY -36.11% (-18.5K)	All Managers (Combined)	$327.7K	0.1% ($327.7K/$627.9M)	QoQ +0.67% (-$2.2K) YoY -51.74% (-$351.5K)
(ITOTcusip464287150)	2.7K	QoQ -5.43% (-154) YoY -8.25% (-241)	All Managers (Combined)	$326.8K	0.1% ($326.8K/$627.9M)	QoQ -10.30% (-$37.5K) YoY -2.91% (-$9.8K)
TENET HEALTHCARE CORP(THCcusip88033G407)	2.4K	QoQ +0.57% (+14) YoY +5.93% (+136)	All Managers (Combined)	$326.6K	0.1% ($326.6K/$627.9M)	QoQ +7.16% (+$21.8K) YoY +35.55% (+$85.7K)
REALTY INCOME CORP(Ocusip756109104)	5.6K	QoQ -3.74% (-219) YoY -9.91% (-619)	All Managers (Combined)	$326.4K	0.1% ($326.4K/$627.9M)	QoQ +4.55% (-$14.2K) YoY -3.39% (-$11.5K)
(cusip067901108)✕	16.5K	QoQ +5.90% (+918) YoY +37.74% (+4.5K)	All Managers (Combined)	$319.8K	0.1% ($319.8K/$627.9M)	QoQ +32.83% (+$79.1K) YoY +60.92% (+$121.1K)
BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC.(BKNcusip09247D105)	27.8K	QoQ 0.00% (+0) YoY -1.76% (-500)	All Managers (Combined)	$319.1K	0.1% ($319.1K/$627.9M)	QoQ +3.04% (+$9.4K) YoY -9.05% (-$31.8K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	5.5K	QoQ -9.61% (-589) YoY -2.80% (-160)	All Managers (Combined)	$318.0K	0.1% ($318.0K/$627.9M)	QoQ +4.95% (-$15.0K) YoY +41.81% (-$93.8K)
(EWJcusip46434G822)	4.7K	QoQ -13.44% (-724) YoY +11.42% (+478)	All Managers (Combined)	$318.0K	0.1% ($318.0K/$627.9M)	QoQ -12.02% (-$43.5K) YoY +6.51% (+$19.4K)
(cusip301505442)✕	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$314.5K	0.1% ($314.5K/$627.9M)	QoQ NEW(+$314.5K) YoY NEW(+$314.5K)
(IWMcusip464287655)	1.6K	QoQ +4.80% (-72) YoY +15.09% (+206)	All Managers (Combined)	$313.3K	0.0% ($313.3K/$627.9M)	QoQ -5.37% (-$17.8K) YoY +9.16% (+$26.3K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	22.9K	QoQ -11.27% (-2.9K) YoY -16.49% (-4.5K)	All Managers (Combined)	$311.6K	0.0% ($311.6K/$627.9M)	QoQ +3.18% (-$9.6K) YoY +11.26% (-$31.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.7K	QoQ -1.19% (-21) YoY -31.98% (-815)	All Managers (Combined)	$311.4K	0.0% ($311.4K/$627.9M)	QoQ -5.35% (-$17.6K) YoY -29.86% (-$132.6K)
BP PLC(BPcusip055622104)	9.1K	QoQ -4.02% (-384) YoY -2.11% (-198)	All Managers (Combined)	$309.1K	0.0% ($309.1K/$627.9M)	QoQ +9.70% (-$27.3K) YoY -12.21% (-$43.0K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.2K	QoQ -2.44% (-31) YoY +44.00% (+378)	All Managers (Combined)	$306.8K	0.0% ($306.8K/$627.9M)	QoQ -4.61% (-$14.8K) YoY +33.07% (+$76.2K)
(cusip65341B106)✕	32.2K	QoQ +55.40% (-11.5K) YoY NEW(+32.2K)	All Managers (Combined)	$305.5K	0.0% ($305.5K/$627.9M)	QoQ -17.05% (-$62.8K) YoY NEW(+$305.5K)
(cusip97717W323)✕	12.5K	QoQ -2.36% (-303) YoY -1.06% (-135)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$627.9M)	QoQ -4.74% (-$15.2K) YoY -6.03% (-$19.6K)
Bumble Inc.(BMBLcusip12047B105)	70.0K	QoQ +8.56% (-5.5K) YoY +66.21% (-27.9K)	All Managers (Combined)	$303.9K	0.0% ($303.9K/$627.9M)	QoQ -42.11% (-$221.1K) YoY -36.44% (-$174.2K)
ST JOE Co(JOEcusip790148100)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$301.9K	0.0% ($301.9K/$627.9M)	QoQ NEW(+$301.9K) YoY NEW(+$301.9K)