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Home > Institutional Investor > 180 Wealth Advisors, Llc > Profile

Instuitional Investor - 180 Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: 180 Wealth Advisors, Llc
Portfolio Value $1,042,461,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 106,228 $54,484,178 5.23%
2.
Nvidia Corp
 NVDA 177,170 $40,462,010 3.88%
3.
Apple Inc.
 AAPL 95,918 $31,942,762 3.06%
4.
Amazon Com Inc
 AMZN 99,573 $24,808,675 2.38%
5.
Broadcom Inc.
 AVGO 57,715 $20,268,790 1.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.