180 Wealth Advisors

Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:

  • Reduced shares in these 10 stocks: MSFT (-$26M), AMZN (-$14M), AAPL (-$14M), VIG (-$7.2M), VYM (-$5.9M), DGRO (-$5.1M), SBUX, BSV, IUSV, .
  • Sold out of its positions in ABB, T, ABT, ABBV, ADBE, AAP, APD, ALK, ACI, ALXN.
  • 180 Wealth Advisors was a net seller of stock by $-347M.
  • 180 Wealth Advisors has $403M in assets under management (AUM), dropping by 16.35%.
  • Central Index Key (CIK): 0001730817

Tip: Access up to 7 years of quarterly data

Positions held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for 180 Wealth Advisors

Companies in the 180 Wealth Advisors portfolio as of the March 2021 quarterly 13F filing

Sorry, no holdings found in 180 Wealth Advisors 13F-HR filing.

Past Filings by 180 Wealth Advisors

SEC 13F filings are viewable for 180 Wealth Advisors going back to 2017