$403 Million is the total value of 180 WEALTH ADVISORS, LLC's 344 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAX | BAXTER INTL INC | $410,000 | +5.4% | 4,938 | 0.0% | 0.10% | -8.9% | |
| ED | CONSOLIDATED EDISON INC | $410,000 | +13.9% | 5,187 | 0.0% | 0.10% | -1.9% | |
| HUM | HUMANA INC | $402,000 | +9.5% | 901 | 0.0% | 0.10% | -5.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $292,000 | +4.7% | 1,745 | 0.0% | 0.07% | -10.0% | |
| EVT | EATON VANCE TAX ADVT DIV INC | $259,000 | +16.1% | 9,294 | 0.0% | 0.06% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $227,000 | +0.9% | 1,349 | 0.0% | 0.06% | -13.8% | |
| NAZ | NUVEEN ARIZONA QLTY MUN INC | $179,000 | +5.3% | 11,321 | 0.0% | 0.04% | -10.2% | |
| PSTG | PURE STORAGE INCcall | $0 | -100.0% | 100 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-25
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.