Titelia

Holdings of 180 WEALTH ADVISORS, LLC

426 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24.7 % of the equity sleeve

Sector breakdown

  • Technology 22.8 %
  • Consumer discretionary 6.0 %
  • Communication 5.4 %
  • Financials 4.9 %
  • Health care 4.6 %
  • Industrials 4.5 %
  • Consumer staples 3.5 %
  • Materials 2.7 %
  • Funds 1.8 %
  • Energy 1.6 %
  • Real estate 0.9 %
  • Utilities 0.4 %
  • Unattributed 40.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.2 %
  • TW 1.1 %
  • GB 0.6 %
  • AU 0.4 %
  • NL 0.2 %
  • BR 0.2 %
  • KY 0.1 %
  • DK 0.1 %
  • IL 0.1 %
  • JP 0.1 %
  • FI 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US405796.1M $97.19 %
2TW28.7M $1.06 %
3GB44.6M $0.56 %
4AU23M $0.37 %
5NL11.7M $0.20 %
6BR31.5M $0.18 %
7KY21.1M $0.14 %
8DK1809.4K $0.10 %
9IL2643.5K $0.08 %
10JP2547.9K $0.07 %
11FI1216.2K $0.03 %
12FR1214.9K $0.03 %

Positions

RankCompanySharesValueWeight
101Chipotle Mexican Grill Inc 66,5312.1M $
102Intuitive Surgical Inc 4,4882.1M $
103WisdomTree US SmallCap Dividen 57,0802.1M $
104iShares MSCI USA Min Vol Factor ETF 21,9502M $
105Corning Inc 14,8012M $
106Enterprise Products Partners LP 51,8962M $
107Arista Networks Inc 15,8912M $
108General Electric Co 6,7151.9M $
109BHP Group Ltd 26,1111.9M $
110Sprott Funds Trust 30,0111.9M $
111Ball Corp 31,6471.9M $
112Fidelity Wise Origin Bitcoin Fund 31,6601.9M $
113Air Products and Chemicals Inc 6,4261.9M $
114ServiceNow Inc 17,8101.9M $
115Gentex Corp 85,1441.9M $
116Home Depot Inc/The 5,4791.8M $
117Gabelli Global Small & Mid Cap Value Trust 119,8121.8M $
118Moderna Inc 35,1391.8M $
119Comcast Corp 62,1021.8M $
120iShares Emerging Markets Divid 49,6921.7M $
121Micron Technology Inc 5,0041.7M $
122ASML Holding NV 1,2621.7M $
123Verizon Communications Inc 32,3411.6M $
124VanEck ETF Trust 13,4091.6M $
125AT&T Inc 54,0841.6M $
126Allstate Corp/The 7,5531.6M $
127Palantir Technologies Inc 10,4731.5M $
128iShares Core High Dividend ETF 11,2331.5M $
129T-Mobile US Inc 7,0581.5M $
130Weyerhaeuser Co 60,4801.5M $
131Vanguard Small-Cap ETF 5,5701.5M $
132Edwards Lifesciences Corp 17,7621.4M $
133Palo Alto Networks Inc 8,6681.4M $
134Organon & Co 227,9711.4M $
135McKesson Corp 1,5671.4M $
136Baker Hughes Co 22,1371.4M $
137MP Materials Corp 27,8101.3M $
138Quanta Services Inc 2,4431.3M $
139Pfizer Inc 47,4471.3M $
140Zscaler Inc 9,3151.3M $
141QuantumScape Corp 204,3911.3M $
142Vale SA 81,8161.3M $
143Vanguard Growth ETF 2,9681.3M $
144Pinterest Inc 70,5661.3M $
145Gilead Sciences Inc 9,1711.3M $
146KraneShares CSI China Internet ETF 44,6681.3M $
147CAPITAL GROUP CORE EQUITY ETF 33,0111.3M $
148General Motors Co 16,9191.3M $
149Amplify ETF Trust 42,2501.3M $
150Devon Energy Corp 24,7001.2M $
151Kaiser Aluminum Corp 10,1311.2M $
152ProShares Ultra QQQ 19,9791.2M $
153Invesco QQQ Trust Series 1 2,1061.2M $
154East West Bancorp Inc 11,2341.2M $
155Union Pacific Corp 4,9401.2M $
156Dimensional U S Targeted Value ETF 19,1631.2M $
157Hycroft Mining Holding Corp 33,0611.2M $
158Alibaba Group Holding Ltd 9,2571.2M $
159Marvell Technology Inc 11,6441.2M $
160SPDR Series Trust 8,8091.1M $
161SPROTT SLVR MINER & PHY S 18,9331.1M $
162iShares TIPS Bond ETF 10,1471.1M $
163Woodside Energy Group Ltd 46,5631.1M $
164Navitas Semiconductor Corp 126,6481.1M $
165SPDR Gold Shares 2,5721.1M $
166General Dynamics Corp 3,2091.1M $
167Take-Two Interactive Software Inc 5,5411.1M $
168Lumentum Holdings Inc 1,5531.1M $
169Ouster Inc 59,0741.1M $
170UWM Holdings Corp 297,8271.1M $
171Hewlett Packard Enterprise Co 44,7531.1M $
172Gabelli Dividend & Income Trust 39,5421.1M $
173Procter & Gamble Co/The 7,3351.1M $
174Voc Energy Trust 302,9821M $
175Prospect Capital Corp 400,5211M $
176AbbVie Inc 4,7311M $
177Cisco Systems, Inc. 13,1011M $
178Capital Group International Focus Equity ETF 34,3921M $
179iShares Core S&P 500 ETF 1,529998.9K $
180Rio Tinto PLC 10,569986K $
181Bristol-Myers Squibb Co 15,972968.7K $
182CBRE Global Real Estate Income 220,375967.4K $
183iShares Core S&P Small-Cap ETF 7,763965K $
184Flowserve Corp 13,101963.1K $
185Atmos Energy Corp 5,195959.6K $
186Warner Bros Discovery Inc 34,910958.6K $
187KLA Corp 636936.1K $
188Conagra Brands Inc 57,045896.7K $
189Northrop Grumman Corp 1,300887K $
190State Street Spdr Dow Jones Industrial Average Etf Trust 1,871866.7K $
191VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 3,826862.2K $
192Bank of America Corp 17,633859.6K $
193Nucor Corp 5,078858.8K $
194Universal Health Services Inc 4,772854K $
195Etsy Inc 17,035851.4K $
196iShares Trust 33,536843.4K $
197Southern Copper Corp 4,827830.5K $
198Shell PLC 8,749813.7K $
199Novo Nordisk A/S 22,025809.4K $
200BLACKROCK MUNIYIELD QUALITY FD INC 73,311805K $