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
1,001Invesco S&P MidCap Momentum ET 1,087157.6K $
1,002Lear Corp 1,298157.2K $
1,003Telefonica Brasil SA 9,840156.6K $
1,004Vanguard Scottsdale Funds 2,092156.3K $
1,005BayCom Corp 5,241155.8K $
1,006FMC Corp 9,041155.7K $
1,007PLDT Inc 7,390155.5K $
1,008Global X Funds 1,989155.4K $
1,009Lithia Motors Inc 622155.4K $
1,010California Resources Corp 2,234154.6K $
1,011Solaris Energy Infrastructure Inc 2,723153.9K $
1,012TALEN ENERGY CORP 482153.9K $
1,013Chemed Corp 406153.4K $
1,014Marzetti Company/The 1,106153K $
1,01510X Genomics Inc 7,186152.6K $
1,016LeMaitre Vascular Inc 1,393152K $
1,017First US Bancshares Inc 9,932152K $
1,018Paylocity Holding Corp 1,404151.7K $
1,019POSCO Holdings Inc 2,591151.5K $
1,020Fortive Corp 2,738151.4K $
1,021PIMCO ETF Trust 1,640151.3K $
1,022Aegon Ltd 20,797151K $
1,023Gold Fields Ltd 3,324150.9K $
1,024Fox Corp 2,838150.7K $
1,025F5 Inc 517149.8K $
1,026FactSet Research Systems Inc 690149.7K $
1,027Alliant Energy Corp 2,082149.4K $
1,028Public Storage 550149.1K $
1,029Vanguard World Fund 750148.6K $
1,030Invitation Homes Inc 5,975148.5K $
1,031iShares iBoxx USD Investment Grade Corporate Bond ETF 1,360148.2K $
1,032ORIX Corp 4,919147.5K $
1,033NOV Inc 7,833147.3K $
1,034Cia de Minas Buenaventura SAA 4,078147K $
1,035Gaming and Leisure Properties Inc 3,312147K $
1,036Qorvo Inc 1,892146.4K $
1,037Nexstar Media Group Inc 810146.4K $
1,038Ryder System Inc 713146K $
1,039iShares S&P Mid-Cap 400 Growth ETF 1,450145.9K $
1,040Unum Group 1,995145.7K $
1,041Box Inc 6,150145.4K $
1,042Kontoor Brands Inc 2,064145.1K $
1,043Waystar Holding Corp 5,998144.6K $
1,044iShares U.S. Equity Factor ETF 2,191144.6K $
1,045Coeur Mining Inc 7,641143.4K $
1,046Texas Capital Bancshares Inc 1,504142.7K $
1,047Carlisle Cos Inc 427142.5K $
1,048Portland General Electric Co 2,695142.2K $
1,049Invesco Russell 1000 Dynamic Multifactor ETF 2,365142.2K $
1,050GATX Corp 832142.1K $
1,051StepStone Group Inc 2,974141.9K $
1,052Argan Inc 260141.6K $
1,053Vale SA 8,853140.8K $
1,054Dexcom Inc 2,229140K $
1,055Allison Transmission Holdings Inc 1,190139.3K $
1,056Bloom Energy Corp 1,027139.1K $
1,057Pegasystems Inc 3,254138.5K $
1,058Knife River Corp 1,677136.9K $
1,059AvePoint Inc 14,379136.7K $
1,060Valley National Bancorp 11,109136.4K $
1,061Ameris Bancorp 1,745136.1K $
1,062Sanmina Corp 1,048135.9K $
1,063Invesco S&P 500 Low Volatility 1,856135.7K $
1,064Campbell's Company/The 6,094135.7K $
1,065Vanguard Scottsdale Funds 1,352135.4K $
1,066Allient Inc 2,289135.3K $
1,067Live Nation Entertainment Inc 886135.1K $
1,068Insmed Inc 826135.1K $
1,069ONE Gas Inc 1,566134.9K $
1,070Ionis Pharmaceuticals Inc 1,794134.7K $
1,071Sibanye Stillwater Ltd 10,932134.7K $
1,072Q2 Holdings Inc 2,842134.4K $
1,073Grand Canyon Education Inc 790134.3K $
1,074Sonoco Products Co 2,476133.9K $
1,075AvalonBay Communities, Inc. 819133.9K $
1,076Coca-Cola Femsa SAB de CV 1,371133.8K $
1,077RPM International Inc 1,345133.8K $
1,078Select Sector Spdr Trust 1,628133.5K $
1,079First Solar Inc 672132.6K $
1,080Cohen & Steers Quality Income 11,000132.6K $
1,081TTM Technologies Inc 1,347131.2K $
1,082Woodside Energy Group Ltd 5,491131.1K $
1,083Jackson Financial Inc 1,239131K $
1,084Graco Inc 1,545130.8K $
1,085Assurant Inc 600130.7K $
1,086Silicon Motion Technology Corp 1,159130.2K $
1,087Murphy USA Inc 263129.9K $
1,088Broadstone Net Lease Inc 7,075129.3K $
1,089Rentokil Initial PLC 4,096128.9K $
1,090Cargurus Inc 3,778128.6K $
1,091iShares Core High Dividend ETF 944128.1K $
1,092Harmony Gold Mining Co Ltd 8,321127.9K $
1,093Medical Properties Trust Inc 27,536127.5K $
1,094Ally Financial Inc 3,243127.2K $
1,095Wipro Ltd 59,889127K $
1,096Western Alliance Bancorp 1,787126.6K $
1,097Alexandria Real Estate Equities, Inc. 2,722126.4K $
1,098Saia Inc 359126.1K $
1,099Blue Owl Capital Inc 13,808126.1K $
1,100NewMarket Corp 196125.7K $