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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Nutanix, Inc.

NTNX|67059N108

Shares:11.2K

Value:$784.7K

% of Portfolio:0.1% ($784.7K/$627.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:10.7K

Value:$780.9K

% of Portfolio:0.1% ($780.9K/$627.9M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:50.6K

Value:$780.5K

% of Portfolio:0.1% ($780.5K/$627.9M)

CATERPILLAR INC

CAT|149123101

Shares:2.3K

Value:$772.7K

% of Portfolio:0.1% ($772.7K/$627.9M)

46434V647

Shares:31.8K

Value:$771.8K

% of Portfolio:0.1% ($771.8K/$627.9M)

TC ENERGY CORP

TRP|87807B107

Shares:15.9K

Value:$749.0K

% of Portfolio:0.1% ($749.0K/$627.9M)

Vale S.A.

VALE|91912E105

Shares:74.3K

Value:$741.4K

% of Portfolio:0.1% ($741.4K/$627.9M)

ADOBE INC.

ADBE|00724F101

Shares:1.9K

Value:$741.2K

% of Portfolio:0.1% ($741.2K/$627.9M)

RIO TINTO PLC

RIO|767204100

Shares:12.3K

Value:$740.3K

% of Portfolio:0.1% ($740.3K/$627.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.5K

Value:$732.3K

% of Portfolio:0.1% ($732.3K/$627.9M)

Mastercard Inc

MA|57636Q104

Shares:1.3K

Value:$731.3K

% of Portfolio:0.1% ($731.3K/$627.9M)

VOC Energy Trust

VOC|91829B103

Shares:231.1K

Value:$728.0K

% of Portfolio:0.1% ($728.0K/$627.9M)

92204A801

Shares:3.9K

Value:$727.5K

% of Portfolio:0.1% ($727.5K/$627.9M)

JD.com, Inc.

JD|47215P106

Shares:17.6K

Value:$725.5K

% of Portfolio:0.1% ($725.5K/$627.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:12.1K

Value:$724.7K

% of Portfolio:0.1% ($724.7K/$627.9M)

14020G101

Shares:21.0K

Value:$718.7K

% of Portfolio:0.1% ($718.7K/$627.9M)

MP Materials Corp. / DE

MP|553368101

Shares:29.3K

Value:$716.2K

% of Portfolio:0.1% ($716.2K/$627.9M)

WEYERHAEUSER CO

WY|962166104

Shares:24.3K

Value:$710.5K

% of Portfolio:0.1% ($710.5K/$627.9M)

CORNING INC /NY

GLW|219350105

Shares:15.5K

Value:$709.2K

% of Portfolio:0.1% ($709.2K/$627.9M)

Coupang, Inc.

CPNG|22266T109

Shares:32.2K

Value:$705.4K

% of Portfolio:0.1% ($705.4K/$627.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nutanix, Inc.(NTNXcusip67059N108)	11.2K	QoQ +0.02% (+3) YoY +7.25% (+760)	All Managers (Combined)	$784.7K	0.1% ($784.7K/$627.9M)	QoQ +14.13% (+$97.2K) YoY +21.31% (+$137.8K)
Uber Technologies, Inc(UBERcusip90353T100)	10.7K	QoQ -6.62% (-760) YoY +85.08% (+4.9K)	All Managers (Combined)	$780.9K	0.1% ($780.9K/$627.9M)	QoQ +12.79% (-$88.6K) YoY +75.15% (+$335.1K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	50.6K	QoQ +0.95% (-480) YoY -10.34% (-5.8K)	All Managers (Combined)	$780.5K	0.1% ($780.5K/$627.9M)	QoQ -27.03% (-$289.2K) YoY -21.97% (-$219.8K)
CATERPILLAR INC(CATcusip149123101)	2.3K	QoQ -38.47% (-1.5K) YoY -25.64% (-808)	All Managers (Combined)	$772.7K	0.1% ($772.7K/$627.9M)	QoQ -44.06% (-$608.6K) YoY -33.08% (-$382.0K)
(cusip46434V647)✕	31.8K	QoQ +6.74% (+2.0K) YoY +9.22% (+2.7K)	All Managers (Combined)	$771.8K	0.1% ($771.8K/$627.9M)	QoQ +8.16% (+$58.3K) YoY +12.03% (+$82.9K)
TC ENERGY CORP(TRPcusip87807B107)	15.9K	QoQ +0.01% (+3) YoY -3.57% (-588)	All Managers (Combined)	$749.0K	0.1% ($749.0K/$627.9M)	QoQ +1.48% (+$10.9K) YoY +13.23% (-$87.6K)
Vale S.A.(VALEcusip91912E105)	74.3K	QoQ +22.28% (+13.5K) YoY +108.15% (+38.6K)	All Managers (Combined)	$741.4K	0.1% ($741.4K/$627.9M)	QoQ +37.58% (+$202.5K) YoY +70.41% (+$306.3K)
ADOBE INC.(ADBEcusip00724F101)	1.9K	QoQ +7.98% (-143) YoY +25.35% (-391)	All Managers (Combined)	$741.2K	0.1% ($741.2K/$627.9M)	QoQ -6.85% (-$54.6K) YoY -4.75% (-$37.0K)
RIO TINTO PLC(RIOcusip767204100)	12.3K	QoQ +5.47% (+640) YoY +95.50% (+6.0K)	All Managers (Combined)	$740.3K	0.1% ($740.3K/$627.9M)	QoQ +7.75% (+$53.3K) YoY +84.29% (+$338.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.5K	QoQ +1.54% (-267) YoY -9.67% (-1.9K)	All Managers (Combined)	$732.3K	0.1% ($732.3K/$627.9M)	QoQ -3.58% (-$27.2K) YoY -0.59% (-$4.4K)
Mastercard Inc(MAcusip57636Q104)	1.3K	QoQ -9.68% (-143) YoY -8.44% (-123)	All Managers (Combined)	$731.3K	0.1% ($731.3K/$627.9M)	QoQ -5.98% (-$46.5K) YoY +4.21% (-$29.6K)
VOC Energy Trust(VOCcusip91829B103)	231.1K	QoQ +13.09% (-26.8K) YoY +354.91% (+180.3K)	All Managers (Combined)	$728.0K	0.1% ($728.0K/$627.9M)	QoQ -25.47% (-$248.8K) YoY +136.85% (+$420.6K)
(cusip92204A801)✕	3.9K	QoQ -1.30% (-51) YoY -6.54% (-270)	All Managers (Combined)	$727.5K	0.1% ($727.5K/$627.9M)	QoQ -0.78% (-$5.8K) YoY -13.67% (-$115.3K)
JD.com, Inc.(JDcusip47215P106)	17.6K	QoQ -0.99% (-177) YoY -14.17% (-2.9K)	All Managers (Combined)	$725.5K	0.1% ($725.5K/$627.9M)	QoQ +17.42% (-$107.7K) YoY +28.84% (-$162.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	12.1K	QoQ -0.17% (-21) YoY -6.19% (-797)	All Managers (Combined)	$724.7K	0.1% ($724.7K/$627.9M)	QoQ +14.58% (-$92.2K) YoY +29.08% (-$163.3K)
(cusip14020G101)✕	21.0K	QoQ -7.52% (-1.7K) YoY +3.51% (+713)	All Managers (Combined)	$718.7K	0.1% ($718.7K/$627.9M)	QoQ -14.79% (-$124.8K) YoY +10.83% (+$70.2K)
MP Materials Corp. / DE(MPcusip553368101)	29.3K	QoQ -38.94% (-18.7K) YoY -48.33% (-27.4K)	All Managers (Combined)	$716.2K	0.1% ($716.2K/$627.9M)	QoQ -4.46% (-$33.5K) YoY -11.80% (-$95.9K)
WEYERHAEUSER CO(WYcusip962166104)	24.3K	QoQ -1.16% (-285) YoY +15.71% (-3.3K)	All Managers (Combined)	$710.5K	0.1% ($710.5K/$627.9M)	QoQ +2.80% (-$19.4K) YoY -5.64% (-$42.5K)
CORNING INC /NY(GLWcusip219350105)	15.5K	QoQ +1.72% (-262) YoY NEW(+15.5K)	All Managers (Combined)	$709.2K	0.1% ($709.2K/$627.9M)	QoQ -2.00% (-$14.5K) YoY NEW(+$709.2K)
Coupang, Inc.(CPNGcusip22266T109)	32.2K	QoQ -4.50% (-1.5K) YoY -3.53% (-1.2K)	All Managers (Combined)	$705.4K	0.1% ($705.4K/$627.9M)	QoQ -4.72% (-$35.0K) YoY +18.91% (-$112.2K)