180 WEALTH ADVISORS, LLC

données du 31/12/2025

Capitalisation

$ 878.286 M 7.02 %

Période de détention moyenne

15 ans

Performance

$ 418.475 M 97.78 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans 180 WEALTH ADVISORS, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 MICROSOFT CORP 5.95% 52.242 M $ 108023 2017/12/31 -3.726 M $ -6.63 %
2025/12/31 NVIDIA CORPORATION 4.09% 35.913 M $ 192560 2017/12/31 -15.496 K $ -0.04 %
2025/12/31 APPLE INC 3.09% 27.160 M $ 99903 2017/12/31 1.779 M $ 6.77 %
2025/12/31 AMAZON COM INC 2.52% 22.118 M $ 95822 2017/12/31 1.067 M $ 5.12 %
2025/12/31 BROADCOM INC 2.33% 20.470 M $ 59146 2018/06/30 973.569 K $ 4.91 %
2025/12/31 ISHARES INC 2.08% 18.238 M $ 532173 2021/06/30 3.671 M $ 25.21 %
2025/12/31 MANNKIND CORP 1.91% 16.777 M $ 2958944 2017/12/31 861.685 K $ 5.59 %
2025/12/31 TESLA INC 1.64% 14.420 M $ 32065 2020/06/30 157.885 K $ 1.12 %
2025/12/31 ISHARES INC 1.44% 12.677 M $ 172149 2017/12/31 1.539 M $ 13.80 %
2025/12/31 ETFS GOLD TR 1.41% 12.406 M $ 302007 2021/03/31 1.271 M $ 11.60 %
2025/12/31 ALPHABET INC 1.38% 12.105 M $ 38673 2017/12/31 2.471 M $ 28.75 %
2025/12/31 ALPHABET INC 1.35% 11.858 M $ 37788 2017/12/31 2.657 M $ 28.84 %
2025/12/31 ABRDN SILVER ETF TRUST 1.27% 11.148 M $ 164812 2021/06/30 3.782 M $ 52.07 %
2025/12/31 BLACKROCK RES & COMMODITIES 1.26% 11.036 M $ 1005098 2022/12/31 708.748 K $ 7.96 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 1.25% 10.954 M $ 203763 2017/12/31 -80.989 K $ -0.78 %
2025/12/31 META PLATFORMS INC 1.23% 10.771 M $ 16317 2017/12/31 -1.069 M $ -10.12 %
2025/12/31 GRAIL INC 1.12% 9.847 M $ 115047 2024/09/30 3.145 M $ 44.75 %
2025/12/31 VANECK ETF TRUST 1.08% 9.494 M $ 110693 2022/12/31 1.048 M $ 12.26 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 1.08% 9.492 M $ 43189 2017/12/31 177.363 K $ 1.85 %
2025/12/31 VANGUARD WHITEHALL FDS 1.01% 8.861 M $ 61741 2018/09/30 161.221 K $ 1.82 %
2025/12/31 UIPATH INC 0.98% 8.637 M $ 526960 2021/09/30 1.617 M $ 22.50 %
2025/12/31 TWILIO INC 0.91% 7.983 M $ 56123 2020/12/31 2.543 M $ 42.11 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.89% 7.859 M $ 25862 2019/03/31 647.816 K $ 8.81 %
2025/12/31 WALMART INC 0.82% 7.208 M $ 64696 2017/12/31 518.426 K $ 8.10 %
2025/12/31 DIMENSIONAL ETF TRUST 0.80% 7.063 M $ 185335 2022/09/30 310.983 K $ 4.84 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.74% 6.530 M $ 13931 2020/12/31 -303.198 K $ -4.41 %
2025/12/31 COSTCO WHSL CORP NEW 0.71% 6.273 M $ 7274 2017/12/31 -463.745 K $ -6.84 %
2025/12/31 ISHARES TR 0.69% 6.088 M $ 48065 2017/12/31 292.254 K $ 5.55 %
2025/12/31 JPM JPMORGAN CHASE & CO. 0.68% 5.938 M $ 18428 2017/12/31 123.639 K $ 2.15 %
2025/12/31 SNOWFLAKE INC 0.65% 5.673 M $ 25862 2021/03/31 -160.834 K $ -2.74 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.64% 5.599 M $ 11139 2017/12/31 -844.000 $ -0.02 %
2025/12/31 ISHARES TR 0.63% 5.559 M $ 54215 2017/12/31 143.208 K $ 2.59 %
2025/12/31 AMGEN INC 0.63% 5.522 M $ 16870 2017/12/31 466.315 K $ 15.99 %
2025/12/31 ISHARES TR 0.61% 5.382 M $ 75368 2017/12/31 278.907 K $ 5.28 %
2025/12/31 VANGUARD WHITEHALL FDS 0.58% 5.104 M $ 55808 2017/12/31 104.855 K $ 2.10 %
2025/12/31 QUALCOMM INC 0.57% 5.024 M $ 29371 2018/09/30 133.660 K $ 2.82 %
2025/12/31 LAM RESEARCH CORP 0.56% 4.874 M $ 28475 2025/03/31 905.978 K $ 27.84 %
2025/12/31 PNC FINL SVCS GROUP INC 0.54% 4.713 M $ 22579 2023/09/30 200.662 K $ 3.88 %
2025/12/31 MERCK & CO INC 0.54% 4.706 M $ 44712 2017/12/31 874.231 K $ 25.41 %
2025/12/31 ILLUMINA INC 0.52% 4.523 M $ 34484 2022/03/31 1.274 M $ 38.11 %
2025/12/31 SELECT SECTOR SPDR TR 0.51% 4.480 M $ 100206 2021/03/31 -1.689 M $ -49.96 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.50% 4.425 M $ 14939 2017/12/31 208.670 K $ 4.98 %
2025/12/31 GOLDMAN SACHS GROUP INC 0.50% 4.357 M $ 4957 2020/09/30 395.014 K $ 10.37 %
2025/12/31 SCHW SCHWAB CHARLES CORP 0.50% 4.352 M $ 43563 2017/12/31 193.051 K $ 4.65 %
2025/12/31 EXXON MOBIL CORP 0.50% 4.349 M $ 36138 2017/12/31 244.800 K $ 6.73 %
2025/12/31 DIMENSIONAL ETF TRUST 0.48% 4.181 M $ 89330 2022/06/30 90.332 K $ 2.27 %
2025/12/31 INTEL CORP 0.47% 4.127 M $ 111852 2017/12/31 392.254 K $ 9.99 %
2025/12/31 VANGUARD WHITEHALL FDS 0.46% 4.056 M $ 45061 2020/12/31 240.144 K $ 6.28 %
2025/12/31 VISA INC 0.46% 4.033 M $ 11500 2017/12/31 106.928 K $ 2.73 %
2025/12/31 SPDR SERIES TRUST 0.46% 4.028 M $ 38875 2021/12/31 389.228 K $ 11.18 %
2025/12/31 DIMENSIONAL ETF TRUST 0.46% 4.004 M $ 57469 2024/03/31 63.474 K $ 1.77 %
2025/12/31 PURE STORAGE INC 0.45% 3.970 M $ 59245 2020/12/31 -1.015 M $ -20.05 %
2025/12/31 EMERSON ELEC CO 0.44% 3.821 M $ 28789 2017/12/31 43.780 K $ 1.17 %
2025/12/31 BLACKROCK INC 0.42% 3.713 M $ 3469 2025/03/31 -335.526 K $ -8.19 %
2025/12/31 MEDTRONIC PLC 0.42% 3.704 M $ 38562 2017/12/31 31.225 K $ 0.86 %
2025/12/31 NXP SEMICONDUCTORS N V 0.42% 3.680 M $ 16955 2020/12/31 -176.289 K $ -4.69 %
2025/12/31 EATON CORP PLC 0.41% 3.567 M $ 11199 2020/12/31 -653.991 K $ -14.89 %
2025/12/31 ENERGY TRANSFER L P 0.39% 3.452 M $ 209368 2020/09/30 -128.856 K $ -3.90 %
2025/12/31 SYMBOTIC INC 0.39% 3.434 M $ 57707 2024/09/30 323.736 K $ 10.39 %
2025/12/31 APPLIED MATLS INC 0.38% 3.376 M $ 13135 2017/12/31 709.324 K $ 25.53 %
2025/12/31 BOEING CO 0.38% 3.360 M $ 15474 2017/12/31 20.233 K $ 0.60 %
2025/12/31 TEMPLETON DRAGON FD INC 0.38% 3.351 M $ 297577 2024/06/30 -101.451 K $ -3.35 %
2025/12/31 PROLOGIS INC. 0.37% 3.271 M $ 25622 2019/03/31 324.295 K $ 11.47 %
2025/12/31 ISHARES TR 0.37% 3.258 M $ 54232 2024/03/31 -267.267 K $ -8.78 %
2025/12/31 TARGET CORP 0.36% 3.159 M $ 32313 2025/12/31 0.000 $ 0.00 %
2025/12/31 PEPSICO INC 0.35% 3.074 M $ 21418 2018/09/30 64.584 K $ 2.19 %
2025/12/31 VANGUARD INDEX FDS 0.34% 3.025 M $ 9024 2017/12/31 67.982 K $ 2.16 %
2025/12/31 STARBUCKS CORP 0.34% 3.025 M $ 35919 2017/12/31 -15.103 K $ -0.46 %
2025/12/31 ELI LILLY & CO 0.34% 2.993 M $ 2785 2020/03/31 875.961 K $ 40.86 %
2025/12/31 VANECK ETF TRUST 0.34% 2.971 M $ 40198 2021/12/31 357.169 K $ 12.31 %
2025/12/31 SALESFORCE INC 0.34% 2.943 M $ 11108 2017/12/31 311.726 K $ 11.78 %
2025/12/31 PLANET LABS PBC 0.33% 2.925 M $ 148309 2021/12/31 990.995 K $ 51.93 %
2025/12/31 ISHARES TR 0.33% 2.911 M $ 32535 2017/12/31 69.524 K $ 2.46 %
2025/12/31 CHEVRON CORP NEW 0.33% 2.889 M $ 18958 2017/12/31 -56.422 K $ -1.85 %
2025/12/31 VANGUARD INDEX FDS 0.32% 2.767 M $ 4412 2017/12/31 66.738 K $ 2.40 %
2025/12/31 LITHIA MTRS INC 0.31% 2.766 M $ 8323 2025/03/31 132.060 K $ 5.17 %
2025/12/31 DIMENSIONAL ETF TRUST 0.31% 2.759 M $ 84699 2022/12/31 84.301 K $ 3.30 %
2025/12/31 JOHNSON & JOHNSON 0.31% 2.682 M $ 12961 2017/12/31 291.430 K $ 11.61 %
2025/12/31 ISHARES TR 0.30% 2.663 M $ 38355 2017/12/31 54.976 K $ 1.97 %
2025/12/31 RTX CORPORATION 0.30% 2.657 M $ 14488 2020/06/30 216.141 K $ 9.60 %
2025/12/31 ABRDN LIFE SCIENCES INVESTOR 0.29% 2.590 M $ 154325 2019/03/31 189.557 K $ 8.19 %
2025/12/31 NETFLIX INC 0.29% 2.540 M $ 27090 2017/12/31 -2.456 M $ -92.20 %
2025/12/31 VANGUARD INDEX FDS 0.29% 2.509 M $ 14145 2019/09/30 39.860 K $ 1.60 %
2025/12/31 FREEPORT-MCMORAN INC 0.28% 2.432 M $ 47882 2020/12/31 812.040 K $ 29.50 %
2025/12/31 ISHARES TR 0.28% 2.425 M $ 61476 2017/12/31 181.934 K $ 7.93 %
2025/12/31 INTUITIVE SURGICAL INC 0.28% 2.416 M $ 4265 2017/12/31 493.793 K $ 26.64 %
2025/12/31 ROCKET LAB CORP 0.27% 2.411 M $ 34557 2025/09/30 759.462 K $ 45.61 %
2025/12/31 ORACLE CORP 0.27% 2.381 M $ 12217 2017/12/31 -716.366 K $ -30.70 %
2025/12/31 VANGUARD BD INDEX FDS 0.27% 2.375 M $ 30131 2017/12/31 -3.106 K $ -0.13 %
2025/12/31 NEWMONT CORP 0.27% 2.334 M $ 23380 2024/03/31 243.480 K $ 18.43 %
2025/12/31 AMERICAN TOWER CORP NEW 0.26% 2.302 M $ 13111 2024/06/30 -212.021 K $ -8.71 %
2025/12/31 AXON ENTERPRISE INC 0.26% 2.259 M $ 3978 2024/12/31 -91.365 K $ -20.89 %
2025/12/31 GE VERNOVA INC 0.25% 2.228 M $ 3409 2024/06/30 113.740 K $ 6.30 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 0.25% 2.188 M $ 15511 2017/12/31 50.940 K $ 2.37 %
2025/12/31 CHIPOTLE MEXICAN GRILL INC 0.25% 2.165 M $ 58513 2023/03/31 -26.709 K $ -5.59 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.25% 2.162 M $ 21725 2020/03/31 36.845 K $ 1.74 %
2025/12/31 COMCAST CORP NEW 0.25% 2.152 M $ 71983 2017/12/31 -231.124 K $ -4.87 %
2025/12/31 ARM HOLDINGS PLC 0.24% 2.129 M $ 19474 2025/03/31 -590.535 K $ -22.74 %
2025/12/31 LOCKHEED MARTIN CORP 0.24% 2.091 M $ 4323 2017/12/31 -62.148 K $ -3.11 %
2025/12/31 ISHARES TR 0.24% 2.090 M $ 22200 2017/12/31 -22.373 K $ -1.03 %