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180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 25, 2021. Long positions only.

Institution overview
Positions
343
No 13F data for Q4 2020
Portfolio value
$403.3M
No 13F data for Q4 2020
Filed
May 25, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of 180 Wealth Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock116,957$28.7M7.1%––History
AMZNAmazon Com IncStock5,015$16.1M4.0%––History
AAPLApple Inc.Stock113,583$14.2M3.5%––History
Vanguard Dividend Appreciation ETF921908844ETF49,896$7.71M1.9%–––
Vanguard High Dividend Yield Index ETF921946406ETF61,840$6.60M1.6%–––
METAMeta Platforms, Inc.Stock20,033$6.33M1.6%––History
NVDANVIDIA CorpStock9,221$5.53M1.4%––History
TSLATesla, Inc.Stock9,293$5.40M1.3%––History
iShares Core Dividend Growth ETF46434V621ETF106,520$5.39M1.3%–––
SBUXStarbucks CorpStock48,283$5.36M1.3%––History
iShares Core S&P US Value ETF464287663ETF72,990$5.30M1.3%–––
Vanguard Short-Term Bond ETF921937827ETF55,896$4.60M1.1%–––
Vanguard Whitehall FDS921946810INTL DVD ETF52,579$4.54M1.1%–––
iShares Tr464288448INTL SEL DIV ETF131,626$4.41M1.1%–––
iShares Tr464287572GLOBAL 100 ETF62,417$4.33M1.1%–––
COSTCostco Wholesale CorpStock10,797$4.11M1.0%––History
iShares Tr464288877EAFE VALUE ETF76,496$4.10M1.0%–––
GOOGLAlphabet Inc.Stock1,766$4.05M1.0%––History
Vanguard Ftse Emerging Markets ETF922042858ETF74,560$3.88M1.0%–––
GOOGAlphabet Inc.Stock1,613$3.78M0.9%––History
XOMExxonMobil Holdings CorpCOM63,009$3.71M0.9%––History
BABoeing CoStock15,069$3.54M0.9%––History
AVGOBroadcom Inc.Stock7,567$3.41M0.8%––History
AYXAlteryx, Inc.COM CL A43,611$3.29M0.8%––History
ZSZscaler, Inc.Stock18,916$3.22M0.8%––History
MNKDMannkind CorpCOM NEW755,443$3.20M0.8%––History
iShares Core MSCI Eafe ETF46432F842ETF40,958$3.12M0.8%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF41,514$3.01M0.7%–––
JNJJohnson & JohnsonStock17,379$2.97M0.7%––History
LMTLockheed Martin CorpStock7,442$2.88M0.7%––History
CVXChevron CorpStock26,746$2.79M0.7%––History
MDTMedtronic plcStock21,523$2.74M0.7%––History
IBMInternational Business Machines CorpStock18,580$2.69M0.7%––History
iShares Inc46434G855MSCI GBL GOLD MN79,299$2.63M0.7%–––
WMTWalmart Inc.Stock18,222$2.58M0.6%––History
JPMJPMorgan Chase & CoStock15,870$2.58M0.6%––History
TAT&T Inc.Stock85,800$2.58M0.6%––History
RTXRTX CorpStock28,812$2.47M0.6%––History
GDGeneral Dynamics CorpStock12,808$2.43M0.6%––History
VVisa Inc.Stock10,538$2.39M0.6%––History
QCOMQualcomm IncStock17,729$2.33M0.6%––History
iShares Tr46429B7470-5 YR TIPS ETF21,560$2.30M0.6%–––
ALLAllstate CorpStock16,643$2.29M0.6%––History
UNHUnitedHealth Group IncStock5,463$2.25M0.6%––History
CVSCVS Health CorpStock24,699$2.22M0.5%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF10,147$2.18M0.5%–––
SCHWSchwab Charles CorpStock30,180$2.18M0.5%––History
HDHome Depot, Inc.Stock6,820$2.15M0.5%––History
JCIJohnson Controls International plcStock32,991$2.13M0.5%––History
BLKBlackRock, Inc.COM2,437$2.10M0.5%––History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF14,454$2.06M0.5%–––
CMCSAComcast CorpStock37,353$2.06M0.5%––History
DISWalt Disney CoStock11,874$2.05M0.5%––History
CSCOCisco Systems, Inc.Stock39,015$2.05M0.5%––History
MRNAModerna, Inc.Stock12,633$2.04M0.5%––History
ETEnergy Transfer LPCOM UT LTD PTN196,199$2.00M0.5%––History
TMOThermo Fisher Scientific Inc.Stock4,282$1.98M0.5%––History
PLDPrologis, Inc.REIT16,821$1.98M0.5%––History
MRKMerck & Co., Inc.Stock24,718$1.96M0.5%––History
PFEPfizer IncStock48,657$1.94M0.5%––History
Cyberark Software LtdM2682V108SHS15,151$1.91M0.5%–––
AMATApplied Materials IncStock13,985$1.80M0.4%––History
DGDollar General CorpCOM8,606$1.76M0.4%––History
TYGTortoise Energy Infrastructure CorpCOM64,944$1.75M0.4%––History
WisdomTree Tr97717W604US SMALLCAP DIVD52,993$1.73M0.4%–––
GLDSPDR Gold TrustETF9,406$1.66M0.4%––History
BRK.BBerkshire Hathaway IncStock5,752$1.66M0.4%––History
PYPLPayPal Holdings, Inc.Stock6,508$1.63M0.4%––History
NIONIO Inc.ADR47,869$1.63M0.4%––History
NOCNorthrop Grumman CorpStock4,322$1.60M0.4%––History
METMetlife IncStock24,449$1.58M0.4%––History
HPEHewlett Packard Enterprise CoCOM97,136$1.58M0.4%––History
CRMSalesforce, Inc.Stock7,008$1.56M0.4%––History
iShares Core High Dividend ETF46429B663ETF15,821$1.56M0.4%–––
GISGeneral Mills IncStock24,580$1.55M0.4%––History
VZVerizon Communications IncStock26,975$1.53M0.4%––History
PEverpure, Inc.CL A81,764$1.53M0.4%––History
LRCXLam Research CorpCOM2,462$1.51M0.4%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,622$1.49M0.4%–––
BMYBristol Myers Squibb CoStock22,215$1.49M0.4%––History
TWLOTwilio IncCL A4,728$1.49M0.4%––History
Vanguard Total World Stock ETF922042742ETF14,169$1.44M0.4%–––
GMGeneral Motors CoCOM24,995$1.42M0.4%––History
UNPUnion Pacific CorpStock6,362$1.41M0.3%––History
GEGeneral Electric CoCOM106,017$1.40M0.3%––History
Vanguard S&P 500 ETF922908363ETF3,626$1.38M0.3%–––
GSGoldman Sachs Group IncStock3,699$1.35M0.3%––History
IFFInternational Flavors & Fragrances IncCOM9,582$1.35M0.3%––History
BABAAlibaba Group Holding LtdADR6,218$1.31M0.3%––History
iShares Tr46429B655FLTG RATE NT ETF25,652$1.30M0.3%–––
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD67,871$1.28M0.3%–––
ADBEAdobe Inc.Stock2,620$1.28M0.3%––History
HQLabrdn Life Sciences InvestorsSH BEN INT63,765$1.26M0.3%––History
ABBNYABB LtdSPONSORED ADR37,069$1.25M0.3%––History
QSQuantumScape CorpCOM CL A45,963$1.23M0.3%––History
NFLXNetflix IncStock2,385$1.19M0.3%––History
INTCIntel CorpStock20,517$1.15M0.3%––History
BALLBALL CorpCOM12,843$1.11M0.3%––History
IGRCbre Global Real Estate Income FundCOM134,330$1.11M0.3%––History
MOAltria Group, Inc.Stock21,979$1.10M0.3%––History