Titelia

Holdings of EverSource Wealth Advisors, LLC

3721 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 26.2 % of the equity sleeve

Sector breakdown

  • Technology 11.8 %
  • Financials 5.8 %
  • Consumer discretionary 4.2 %
  • Funds 3.4 %
  • Communication 3.1 %
  • Industrials 2.4 %
  • Health care 2.2 %
  • Energy 1.8 %
  • Consumer staples 1.4 %
  • Utilities 0.8 %
  • Materials 0.5 %
  • Real estate 0.3 %
  • Unattributed 62.4 %

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 98.2 %
  • NL 0.7 %
  • GB 0.2 %
  • TW 0.2 %
  • KR 0.1 %
  • JP 0.1 %
  • ES 0.1 %
  • KY 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • ZA 0.0 %
  • MX 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3,5262.8B $98.17 %
2NL620.9M $0.73 %
3GB246.5M $0.23 %
4TW45.9M $0.21 %
5KR83.4M $0.12 %
6JP62.8M $0.10 %
7ES32.4M $0.08 %
8KY401.3M $0.05 %
9IN51.1M $0.04 %
10BR191.1M $0.04 %
11ZA5694.9K $0.02 %
12MX11650.3K $0.02 %

Positions

RankCompanySharesValueWeight
901BlackRock ETF Trust II 3,825198.6K $
902InterContinental Hotels Group PLC 1,484198.1K $
903VanEck Semiconductor ETF 515197.6K $
904KT Corp 9,122195.7K $
905Hanover Insurance Group Inc/The 1,127195.4K $
906HP Inc 10,137194.7K $
907Invesco Senior Loan ETF 9,533194.6K $
908Terns Pharmaceuticals Inc 3,689194.5K $
909CF Industries Holdings Inc 1,496194.2K $
910Amkor Technology Inc 4,311194.1K $
911Brown & Brown Inc 2,976194K $
912Halozyme Therapeutics Inc 3,001194K $
913Ares Capital Corp 10,731193.4K $
914Domino's Pizza Inc 537192.8K $
915Southwest Airlines Co 5,131192.8K $
916Nokia Oyj 23,964192.7K $
917OneMain Holdings Inc 3,576191.3K $
918FirstEnergy Corp 3,774191.2K $
919Cognex Corp 3,888190.5K $
920EnerSys 1,096190.4K $
921Markel Group Inc 99189.5K $
922Masimo Corp 1,064189.3K $
923Argenx SE 258188.4K $
924Rambus Inc 2,188188.3K $
925Crane Co 1,099188K $
926AptarGroup Inc 1,491187.9K $
927Public Service Enterprise Group Inc 2,319187.6K $
928Snap-on Inc 515187.2K $
929Pool Corp 923186.8K $
930Laureate Education Inc 5,349186.4K $
931iShares Trust 1,809185K $
932Viasat Inc 4,026184.4K $
933Jefferies Financial Group Inc 4,462184.1K $
934Annaly Capital Management Inc 8,682183.6K $
935State Street Corp 1,450183.6K $
936Polaris Inc 3,367183.5K $
937Artisan Partners Asset Management Inc 5,036183.3K $
938Essential Utilities Inc 4,549183.2K $
939STMicroelectronics NV 5,293182.9K $
940Virtus ETF Trust II 7,342182.5K $
941Tyler Technologies Inc 532182.1K $
942Yum China Holdings Inc 3,719181.4K $
943Crown Castle Inc 2,230181.4K $
944iShares Trust 1,898181.2K $
945Clorox Co/The 1,739180.2K $
946T Rowe Price Group Inc 1,993179.6K $
947Science Applications International Corp 1,887179.1K $
948Permian Resources Corp 8,386178.8K $
949Victory Portfolios II 2,388177.9K $
950EPR Properties 3,544177.1K $
951Blackrock Res & Commdities Strgy Tr 14,688177K $
952Twilio Inc 1,405176.8K $
953State Street SPDR Portfolio Developed World ex-US ETF 3,869176.6K $
954Pearson PLC 13,350175.3K $
955Northwestern Energy Group Inc 2,646174.5K $
956Williams-Sonoma Inc 953173.8K $
957DRDGOLD Ltd 5,895173.1K $
958Abercrombie & Fitch Co 1,886172.3K $
959iShares Trust 6,849172.2K $
960Black Hills Corp 2,479172.1K $
961CAPITAL GROUP DIVIDEND GROWERS ETF 4,786171.8K $
962Liberty Media Corp-Liberty Formula One 2,015171.3K $
963OGE Energy Corp 3,571171.3K $
964Federated Hermes Inc 3,012170.8K $
965iShares MSCI Global Gold Miners ETF 2,162170.8K $
966Valmont Industries Inc 426170.3K $
967PPG Industries Inc 1,588169.8K $
968Zscaler Inc 1,210169.8K $
969Nordson Corp 638169.7K $
970iShares ESG Aware MSCI EAFE ETF 1,772169.5K $
971Vanguard Large-Cap ETF 567169.4K $
972Workday Inc 1,304169.4K $
973PDD Holdings Inc 1,649168.5K $
974Hecla Mining Co 9,025168.1K $
975Leidos Holdings Inc 1,080168K $
976Chewy Inc 6,216167.8K $
977iShares MSCI USA Value Factor ETF 1,179167.7K $
978Autoliv Inc 1,593167.5K $
979FormFactor Inc 1,727167.5K $
980Gitlab Inc 7,731167.3K $
981Bath & Body Works Inc 8,938166.9K $
982Collegium Pharmaceutical Inc 5,035166.5K $
983Ollie's Bargain Outlet Holdings Inc 1,798165.5K $
984Sotera Health Co 11,518165.2K $
985National Fuel Gas Co 1,757165.1K $
986Futu Holdings Ltd 1,203164.5K $
987AGNC Investment Corp 16,273163.2K $
988Coupang Inc 8,621162.8K $
989PACS Group Inc 5,064162.7K $
990Innovator Growth 100 Power Buffer ETF - July 2,264161.7K $
991Watsco Inc 443161.3K $
992Invesco Senior Income Trust 50,046161.1K $
993Coherent Corp 676161K $
994Arlo Technologies Inc 11,281160.5K $
995Global X Artificial Intelligence & Technology ETF 3,432160.2K $
996Xylem Inc/NY 1,338160K $
997Fluor Corp 3,404158.8K $
998Air Lease Corp 2,436158.2K $
999Sanofi SA 3,283158.2K $
1,000West Pharmaceutical Services Inc 630158K $