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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.6K

Value:$5.7M

% of Portfolio:0.9% ($5.7M/$627.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:36.3K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$627.9M)

464287663

IUSV|464287663

Shares:57.4K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$627.9M)

COMCAST CORP

CMCSA|20030N101

Shares:142.2K

Value:$5.2M

% of Portfolio:0.8% ($5.2M/$627.9M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:151.6K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$627.9M)

92189F106

GDX|92189F106

Shares:105.0K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$627.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.0K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$627.9M)

464288877

Shares:78.3K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$627.9M)

921946810

VIGI|921946810

Shares:55.6K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$627.9M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:26.2K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$627.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:27.0K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$627.9M)

25434V203

Shares:141.7K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$627.9M)

464287572

Shares:44.1K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$627.9M)

STARBUCKS CORP

SBUX|855244109

Shares:42.9K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$627.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:27.0K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$627.9M)

VISA INC.

V|92826C839

Shares:11.6K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$627.9M)

Snowflake Inc.

SNOW|833445109

Shares:27.2K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$627.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:32.8K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$627.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.6K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$627.9M)

Energy Transfer LP

ET|29273V100

Shares:207.3K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.6K	QoQ +17.11% (+1.6K) YoY +43.33% (+3.2K)	All Managers (Combined)	$5.7M	0.9% ($5.7M/$627.9M)	QoQ +37.59% (+$1.5M) YoY +81.52% (+$2.5M)
Alphabet Inc.(GOOGLcusip02079K305)	36.3K	QoQ -1.61% (-597) YoY -0.42% (-156)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$627.9M)	QoQ -19.63% (-$1.4M) YoY +2.01% (-$111.0K)
(IUSVcusip464287663)	57.4K	QoQ -1.44% (-841) YoY -5.70% (-3.5K)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$627.9M)	QoQ -1.76% (-$95.1K) YoY -3.77% (-$208.1K)
COMCAST CORP(CMCSAcusip20030N101)	142.2K	QoQ +6.16% (+8.3K) YoY +37.72% (+38.9K)	All Managers (Combined)	$5.2M	0.8% ($5.2M/$627.9M)	QoQ +4.38% (+$220.2K) YoY +17.23% (+$771.3K)
abrdn Silver ETF Trust(SIVRcusip003264108)	151.6K	QoQ +2.96% (+4.4K) YoY +12.74% (+17.1K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$627.9M)	QoQ +21.41% (+$869.0K) YoY +53.94% (+$1.7M)
(GDXcusip92189F106)	105.0K	QoQ +6.87% (+6.8K) YoY +49.43% (+34.7K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$627.9M)	QoQ +44.34% (+$1.5M) YoY +116.44% (+$2.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.0K	QoQ +0.12% (+23) YoY -2.09% (-407)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$627.9M)	QoQ +2.45% (+$111.9K) YoY +19.90% (-$774.4K)
(cusip464288877)✕	78.3K	QoQ -2.72% (-2.2K) YoY -5.25% (-4.3K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$627.9M)	QoQ +9.26% (-$391.5K) YoY +2.64% (-$119.1K)
(VIGIcusip921946810)	55.6K	QoQ -0.65% (-368) YoY -1.14% (-644)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$627.9M)	QoQ +3.00% (-$134.4K) YoY +0.56% (-$25.9K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	26.2K	QoQ +11.75% (+2.8K) YoY +35.19% (+6.8K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$627.9M)	QoQ +1.85% (+$83.8K) YoY +47.05% (+$1.5M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	27.0K	QoQ -1.55% (-426) YoY -8.90% (-2.6K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$627.9M)	QoQ -17.25% (-$935.3K) YoY +11.14% (-$450.0K)
(cusip25434V203)✕	141.7K	QoQ +4.68% (+6.3K) YoY +34.40% (+36.3K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$627.9M)	QoQ +11.95% (+$472.6K) YoY +38.89% (+$1.2M)
(cusip464287572)✕	44.1K	QoQ -3.53% (-1.6K) YoY -9.72% (-4.7K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$627.9M)	QoQ -7.81% (-$360.0K) YoY -2.77% (-$121.1K)
STARBUCKS CORP(SBUXcusip855244109)	42.9K	QoQ -1.19% (-518) YoY -4.28% (-1.9K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$627.9M)	QoQ +6.21% (-$246.1K) YoY +2.73% (-$112.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	27.0K	QoQ +4.83% (+1.2K) YoY +75.67% (+11.6K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$627.9M)	QoQ +4.83% (+$191.1K) YoY +59.39% (+$1.5M)
VISA INC.(Vcusip92826C839)	11.6K	QoQ -0.05% (-6) YoY +6.16% (+673)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$627.9M)	QoQ +10.83% (-$396.7K) YoY +33.31% (+$1.0M)
Snowflake Inc.(SNOWcusip833445109)	27.2K	QoQ -1.92% (-534) YoY +104.01% (+13.8K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$627.9M)	QoQ -7.16% (-$306.5K) YoY +84.52% (+$1.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	32.8K	QoQ +1.07% (+350) YoY -33.42% (-16.5K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$627.9M)	QoQ +11.75% (+$409.8K) YoY -31.88% (-$1.8M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.6K	QoQ -2.64% (-423) YoY -9.20% (-1.6K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$627.9M)	QoQ +10.12% (-$356.1K) YoY +18.22% (-$597.2K)
Energy Transfer LP(ETcusip29273V100)	207.3K	QoQ -0.29% (-603) YoY -6.00% (-13.2K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$627.9M)	QoQ -5.37% (-$219.1K) YoY +11.08% (-$384.5K)