180 WEALTH ADVISORS, LLC
Top Portfolio Positions
357 positions ·
$643,694,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
108,121 | $40,023,150 | 6.22% |
| NVDA |
Nvidia Corp
Technology
|
195,530 | $34,100,432 | 5.30% |
| AAPL |
Apple Inc.
Technology
|
99,690 | $25,300,325 | 3.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
100,630 | $20,958,210 | 3.26% |
| AVGO |
Broadcom Inc.
Technology
|
58,780 | $18,192,997 | 2.83% |
| SGOL |
abrdn Gold ETF Trust
|
316,420 | $14,118,660 | 2.19% |
| BCX |
BlackRock Resources & Commodities Strategy Trust
Financial Services
|
1,080,074 | $13,014,891 | 2.02% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
30,619 | $11,382,613 | 1.77% |
| SIVR |
abrdn Silver ETF Trust
|
156,093 | $11,177,819 | 1.74% |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,768 | $11,148,126 | 1.73% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,776 | 21,550 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $104,733 | 21,550 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $107,534 | 21,550 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $106,440 | 22,175 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $97,433 | 19,925 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $96,835 | 19,925 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $104,965 | 20,993 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $101,186 | 20,993 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $102,223 | 20,693 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $103,258 | 20,693 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $91,463 | 20,693 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $119,475 | 23,895 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $84,643 | 17,745 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $83,933 | 17,745 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $82,514 | 17,745 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $91,741 | 17,745 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $102,566 | 17,745 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $109,131 | 17,745 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $94,200 | 15,000 | Shares | Sole | 2021-10-28 | |
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