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Livermore
Livermore
ZHEN

180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 2, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
366
+10 vs. Q3 2022
Portfolio value
$425.2M
+$61.9M (+17.0%) vs. Q3 2022
Filed
Feb 2, 2023
SEC
Holdings of 180 Wealth Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock114,643$28.4M6.7%+180.0%AddedHistory
AAPLApple Inc.Stock107,876$15.5M3.7%−1,027−0.9%ReducedHistory
AMZNAmazon Com IncStock95,513$9.48M2.2%+1,126+1.2%AddedHistory
MNKDMannkind CorpCOM NEW1,468,147$7.80M1.8%−17,188−1.2%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF48,375$7.52M1.8%+47+0.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF63,918$7.08M1.7%+678+1.1%Added–
XOMExxonMobil Holdings CorpCOM55,379$6.52M1.5%−4,971−8.2%ReducedHistory
NVDANVIDIA CorpStock28,766$5.70M1.3%−691−2.3%ReducedHistory
iShares Core S&P US Value ETF464287663ETF68,576$5.16M1.2%−91−0.1%Reduced–
SBUXStarbucks CorpStock45,730$4.97M1.2%+1,765+4.0%AddedHistory
TSLATesla, Inc.Stock30,194$4.84M1.1%−198−0.7%ReducedHistory
SGOLabrdn Gold ETF TrustETF261,238$4.83M1.1%+11,476+4.6%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF91,910$4.71M1.1%−1,491−1.6%Reduced–
AVGOBroadcom Inc.Stock7,804$4.67M1.1%+22+0.3%AddedHistory
COSTCostco Wholesale CorpStock9,337$4.65M1.1%−38−0.4%ReducedHistory
iShares Tr464288877EAFE VALUE ETF88,160$4.39M1.0%+614+0.7%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF54,511$4.05M1.0%−260−0.5%Reduced–
GOOGAlphabet Inc.Stock39,999$3.97M0.9%−185−0.5%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF91,400$3.95M0.9%+8,685+10.5%Added–
iShares Tr464287572GLOBAL 100 ETF56,932$3.87M0.9%−592−1.0%Reduced–
iShares Inc46434G855MSCI GBL GOLD MN145,668$3.76M0.9%+15,093+11.6%Added–
CMCSAComcast CorpStock91,615$3.70M0.9%−852−0.9%ReducedHistory
CVXChevron CorpStock19,463$3.65M0.9%−236−1.2%ReducedHistory
GOOGLAlphabet Inc.Stock36,953$3.60M0.8%+84+0.2%AddedHistory
MRKMerck & Co., Inc.Stock32,512$3.47M0.8%−1,578−4.6%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF45,522$3.47M0.8%−5,749−11.2%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN248,079$3.35M0.8%−2,103−0.8%ReducedHistory
BABoeing CoStock15,687$3.34M0.8%−755−4.6%ReducedHistory
AYXAlteryx, Inc.COM CL A57,094$3.16M0.7%−3,795−6.2%ReducedHistory
LMTLockheed Martin CorpStock6,714$3.09M0.7%−378−5.3%ReducedHistory
UNHUnitedHealth Group IncStock6,163$3.04M0.7%−196−3.1%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF102,490$3.02M0.7%−20,866−16.9%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR32,158$3.01M0.7%+22,517+233.6%AddedHistory
WMTWalmart Inc.Stock20,806$2.96M0.7%−1,709−7.6%ReducedHistory
METAMeta Platforms, Inc.Stock19,714$2.90M0.7%−375−1.9%ReducedHistory
RTXRTX CorpStock28,082$2.82M0.7%−1,559−5.3%ReducedHistory
LOWLowes Companies IncStock13,227$2.67M0.6%−454−3.3%ReducedHistory
QCOMQualcomm IncStock19,818$2.65M0.6%+555+2.9%AddedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS115,366$2.65M0.6%+6,181+5.7%AddedHistory
TJXTJX Companies IncStock31,892$2.63M0.6%−5,958−15.7%ReducedHistory
JPMJPMorgan Chase & CoStock18,411$2.58M0.6%+1,086+6.3%AddedHistory
JNJJohnson & JohnsonStock15,135$2.56M0.6%−1,039−6.4%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF34,962$2.55M0.6%−622−1.7%Reduced–
iShares Inc464286327MSCI GLB SLV&MTL213,329$2.51M0.6%+41,480+24.1%Added–
RHIRobert Half Inc.COM30,880$2.50M0.6%+3,198+11.6%AddedHistory
MRNAModerna, Inc.Stock12,879$2.49M0.6%−293−2.2%ReducedHistory
IBMInternational Business Machines CorpStock18,199$2.45M0.6%−539−2.9%ReducedHistory
VVisa Inc.Stock10,889$2.45M0.6%−151−1.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock4,198$2.42M0.6%+3+0.1%AddedHistory
AMATApplied Materials IncStock20,428$2.36M0.6%+4,274+26.5%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF34,952$2.35M0.6%−1,046−2.9%Reduced–
PEverpure, Inc.CL A80,904$2.28M0.5%−5,570−6.4%ReducedHistory
PLDPrologis, Inc.REIT17,808$2.28M0.5%+320+1.8%AddedHistory
SCHWSchwab Charles CorpStock29,031$2.27M0.5%−689−2.3%ReducedHistory
GISGeneral Mills IncStock29,305$2.25M0.5%−2,547−8.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock7,029$2.19M0.5%+194+2.8%AddedHistory
PATHUiPath, Inc.Stock149,229$2.17M0.5%+2,870+2.0%AddedHistory
CVSCVS Health CorpStock24,605$2.16M0.5%+786+3.3%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF14,957$2.15M0.5%−106−0.7%Reduced–
CSCOCisco Systems, Inc.Stock44,260$2.14M0.5%−195−0.4%ReducedHistory
NOCNorthrop Grumman CorpStock4,808$2.13M0.5%−438−8.3%ReducedHistory
METMetlife IncStock28,432$2.05M0.5%−559−1.9%ReducedHistory
FCXFreeport-McMoran IncStock44,886$2.04M0.5%+3,294+7.9%AddedHistory
SLBSLB LimitedStock34,293$1.97M0.5%−256−0.7%ReducedHistory
MDTMedtronic plcStock23,843$1.95M0.5%−281−1.2%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF9,576$1.94M0.5%+32+0.3%Added–
TYGTortoise Energy Infrastructure CorpCOM56,292$1.89M0.4%−1,704−2.9%ReducedHistory
BLKBlackRock, Inc.COM2,449$1.86M0.4%−12−0.5%ReducedHistory
HDHome Depot, Inc.Stock5,770$1.81M0.4%+3+0.1%AddedHistory
PGProcter & Gamble CoStock12,815$1.81M0.4%+3,788+42.0%AddedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD57,487$1.75M0.4%+790+1.4%Added–
TWLOTwilio IncCL A29,326$1.74M0.4%+4,894+20.0%AddedHistory
VZVerizon Communications IncStock42,722$1.72M0.4%+3,494+8.9%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF10,071$1.71M0.4%−184−1.8%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK62,178$1.70M0.4%+29,448+90.0%Added–
ZSZscaler, Inc.Stock13,520$1.69M0.4%+167+1.3%AddedHistory
CRMSalesforce, Inc.Stock10,166$1.68M0.4%+2,280+28.9%AddedHistory
TELTE Connectivity plcREG SHS13,484$1.68M0.4%−404−2.9%ReducedHistory
HQLabrdn Life Sciences InvestorsSH BEN INT109,458$1.62M0.4%+6,126+5.9%AddedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF24,607$1.59M0.4%+8,289+50.8%Added–
PFEPfizer IncStock35,574$1.57M0.4%−2,866−7.5%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT51,158$1.47M0.3%+25,508+99.4%Added–
Cyberark Software LtdM2682V108SHS10,542$1.46M0.3%−196−1.8%Reduced–
iShares Core High Dividend ETF46429B663ETF13,815$1.46M0.3%−649−4.5%Reduced–
IFFInternational Flavors & Fragrances IncCOM13,101$1.45M0.3%+494+3.9%AddedHistory
HPEHewlett Packard Enterprise CoCOM88,510$1.44M0.3%−4,889−5.2%ReducedHistory
SNOWSnowflake Inc.Stock9,349$1.43M0.3%+1,220+15.0%AddedHistory
BMYBristol Myers Squibb CoStock19,491$1.42M0.3%+1,396+7.7%AddedHistory
DISWalt Disney CoStock12,610$1.38M0.3%−636−4.8%ReducedHistory
BHPBHP Group LtdADR18,984$1.35M0.3%+504+2.7%AddedHistory
Vanguard Total World Stock ETF922042742ETF14,315$1.33M0.3%+434+3.1%Added–
INTCIntel CorpStock43,070$1.30M0.3%+3,243+8.1%AddedHistory
LRCXLam Research CorpCOM2,557$1.27M0.3%+47+1.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF3,310$1.23M0.3%+8+0.2%Added–
UNPUnion Pacific CorpStock6,029$1.21M0.3%+528+9.6%AddedHistory
GDGeneral Dynamics CorpStock5,297$1.21M0.3%+168+3.3%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF12,288$1.20M0.3%−4,801−28.1%Reduced–
Kraneshares Trust500767306CSI CHI INTERNET33,248$1.20M0.3%+33,248New–
TAT&T Inc.Stock59,280$1.19M0.3%−2,016−3.3%ReducedHistory
HONHoneywell International IncCOM5,282$1.11M0.3%+905+20.7%AddedHistory

Sold out since Q3 2022 (34)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of 180 Wealth Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
BNSBank of Nova ScotiaCOM12,512$595.0K0.2%History
DHIHorton D R IncCOM7,753$522.0K0.1%History
UVIXVS Trust2X LONG VIX FUT35,000$489.0K0.1%History
PCARPaccar IncCOM4,764$399.0K0.1%History
DDDuPont de Nemours, Inc.COM7,587$382.0K0.1%History
BWABorgwarner IncCOM11,685$367.0K0.1%History
WisdomTree Tr97717X719CHINADIV EX FI10,781$340.0K0.1%–
SKMSK Telecom Co LtdSPONSORED ADR17,563$338.0K0.1%History
ULTAUlta Beauty, Inc.Stock809$325.0K0.1%History
TGTTarget CorpStock2,105$312.0K0.1%History
MKSIMKS IncCOM3,736$309.0K0.1%History
PHParker-Hannifin CorpStock1,239$300.0K0.1%History
SUMSummit Materials, Inc.CL A12,489$299.0K0.1%History
LNCLincoln National CorpCOM6,752$296.0K0.1%History
TSNTyson Foods, Inc.Stock4,320$285.0K0.1%History
GPIGroup 1 Automotive IncCOM1,996$285.0K0.1%History
CRICarters IncCOM4,190$275.0K0.1%History
iShares U.S. Treasury Bond ETF46429B267ETF11,668$266.0K0.1%–
DHRDanaher CorpStock999$258.0K0.1%History
CCitigroup IncStock5,957$248.0K0.1%History
Signature BK New York N Y82669G104COM1,583$239.0K0.1%–
FBINFortune Brands Innovations, Inc.COM4,434$238.0K0.1%History
DGXQuest Diagnostics IncCOM1,921$236.0K0.1%History
HIIHuntington Ingalls Industries, Inc.COM1,060$235.0K0.1%History
LHXL3HARRIS Technologies, Inc.Stock1,121$233.0K0.1%History
CNCCentene CorpStock2,837$221.0K0.1%History
MHKMohawk Industries IncCOM2,392$218.0K0.1%History
CPCanadian Pacific Kansas City LtdCOM3,271$218.0K0.1%History
ECLEcolab Inc.Stock1,482$214.0K0.1%History
MSMorgan StanleyStock2,692$213.0K0.1%History
HUNHuntsman CORPCOM8,318$204.0K0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT3,073$201.0K0.1%History
SLViShares Silver TrustETF10,397$182.0K0.1%History
WITWipro LtdSPON ADR 1 SH19,230$91.0K<0.1%History