$347 Million is the total value of 180 WEALTH ADVISORS, LLC's 311 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | $367,000 | -6.6% | 901 | 0.0% | 0.11% | -27.9% | |
| ED | CONSOLIDATED EDISON INC | $360,000 | -13.9% | 5,187 | 0.0% | 0.10% | -33.8% | |
| EXPD | EXPEDITORS INTL WASH INC | $310,000 | -0.6% | 3,327 | 0.0% | 0.09% | -23.9% | |
| WDAY | WORKDAY INCcl a | $275,000 | -1.4% | 1,244 | 0.0% | 0.08% | -24.8% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $270,000 | +13.9% | 1,552 | 0.0% | 0.08% | -12.4% | |
| NAZ | NUVEEN ARIZONA QLTY MUN INC | $170,000 | +1.2% | 11,321 | 0.0% | 0.05% | -22.2% | |
| NCV | ALLIANZGI CONV & INCOME FD | $63,000 | +21.2% | 11,000 | 0.0% | 0.02% | -5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 9.0% |
| AMAZON COM INC | 24 | Q3 2023 | 4.4% |
| APPLE INC | 24 | Q3 2023 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 3.0% |
| ISHARES TR | 24 | Q3 2023 | 2.2% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 2.6% |
| COSTCO WHSL CORP NEW | 24 | Q3 2023 | 1.8% |
| BOEING CO | 24 | Q3 2023 | 2.6% |
| ISHARES TR | 24 | Q3 2023 | 1.9% |
| STARBUCKS CORP | 24 | Q3 2023 | 1.7% |
View 180 WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-26 |
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.