$196 Million is the total value of 180 WEALTH ADVISORS, LLC's 239 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 27 | Q2 2024 | 9.0% |
| APPLE INC | 27 | Q2 2024 | 4.4% |
| AMAZON COM INC | 27 | Q2 2024 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.0% |
| ISHARES TR | 27 | Q2 2024 | 2.2% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 2.6% |
| COSTCO WHSL CORP NEW | 27 | Q2 2024 | 1.8% |
| BOEING CO | 27 | Q2 2024 | 2.6% |
| ISHARES TR | 27 | Q2 2024 | 1.9% |
| NVIDIA CORPORATION | 27 | Q2 2024 | 3.8% |
View 180 WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-22 |
View 180 WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.