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
1,301Pimco Dynamic Income Fd 5,00085.6K $
1,302Humana Inc 49385.5K $
1,303Universal Health Services Inc 47685.2K $
1,304Healthpeak Properties Inc 5,18285.1K $
1,305Apollo Commercial Real Estate Finance, Inc. 8,02684.8K $
1,306Fox Corp 1,45184.7K $
1,307Plains All American Pipeline L 3,79484.7K $
1,308KE Holdings Inc 5,64784.5K $
1,309First Hawaiian Inc 3,42784.4K $
1,310BrightSpire Capital Inc 15,07484.4K $
1,311Innovator U.S. Equity Power Bu 1,98584.4K $
1,312Cava Group Inc 1,04084.1K $
1,313Invesco RAFI US 1000 ETF 1,76784K $
1,314Esab Corp 86583.6K $
1,315ProShares Trust 2,00483.5K $
1,316Pinnacle West Capital Corp. 82783.3K $
1,317Century Aluminum Co 1,41983.3K $
1,318Nutex Health Inc 87383K $
1,319Dorchester Minerals LP 3,06183K $
1,320Planet Labs PBC 2,96582.9K $
1,321Zimmer Biomet Holdings Inc 91082.2K $
1,322VANGUARD WORLD FUND 22982.2K $
1,323Tri Pointe Homes Inc 1,75682.1K $
1,324Global X Funds 2,46581.9K $
1,325SPX Technologies Inc 40881.6K $
1,326Universal Display Corp 88881.4K $
1,327Dillard's Inc 14281.2K $
1,328Rocket Lab Corp 1,26581.2K $
1,329DoubleVerify Holdings Inc 8,54881.2K $
1,330CareTrust REIT Inc 2,19980.6K $
1,331PennantPark Floating Rate Capi 10,00180.4K $
1,332Leonardo DRS Inc 1,79880K $
1,333Heritage Commerce Corp 6,39179.8K $
1,334WSFS Financial Corp 1,21779.7K $
1,335Brixmor Property Group Inc 2,76279.5K $
1,336Itau Unibanco Holding SA 9,44179.1K $
1,337Kimbell Royalty Partners LP 5,45078.9K $
1,338Reaves Utility Income Fund 2,00078.6K $
1,339Dr Reddy's Laboratories Ltd 5,65578.3K $
1,340Johnson Outdoors Inc 1,68478.3K $
1,341Liberty Broadband Corp 1,54877.9K $
1,342CSG Systems International Inc 97377.8K $
1,343Cia Energetica de Minas Gerais 32,51177.7K $
1,344Ormat Technologies Inc 69477.7K $
1,345Skyworks Solutions Inc 1,45077.6K $
1,346Phinia Inc 1,13277.5K $
1,347Maximus Inc 1,20677.3K $
1,348Nuveen Dynamic Municipal Opportunities Fund 7,50077.2K $
1,349iShares Global Infrastructure ETF 1,15077.1K $
1,350EPAM Systems Inc 56977K $
1,351iShares Trust 1,12276.8K $
1,352Vornado Realty Trust 2,95176.7K $
1,353Viatris Inc 5,67176.6K $
1,354Park Hotels & Resorts Inc 7,26176.5K $
1,355New Jersey Resources Corp 1,39176.4K $
1,356MSA Safety Inc 46576.2K $
1,357Dimensional International Smal 2,25776K $
1,358RiverNorth Flexible 6,00075.9K $
1,359Dana Inc 2,24775.6K $
1,360Kraft Heinz Co/The 3,35475.4K $
1,361Timken Co/The 75075.4K $
1,362Archrock Inc 2,16475.3K $
1,363Commercial Metals Co 1,22275.1K $
1,364Moog Inc 25675K $
1,365Vicor Corp 46574.9K $
1,366Royce Small Cap Trust Inc 4,50074.7K $
1,367AES Corp/The 5,29674.6K $
1,368Innovator U.S. Equity Power Bu 1,74574.5K $
1,369COPT Defense Properties 2,42474.2K $
1,370Scotts Miracle-Gro Co/The 1,21974.1K $
1,371Western Midstream Partners LP 1,80074.1K $
1,372Klaviyo Inc 3,80274K $
1,373Primerica Inc 29473.6K $
1,374TXNM Energy Inc 1,25773.5K $
1,375Kodiak Sciences Inc 1,92773.5K $
1,376Bentley Systems Inc 2,09173.4K $
1,377Cousins Properties Inc 3,24873.3K $
1,378Planet Fitness Inc 98573.3K $
1,379Genworth Financial Inc 9,02273.3K $
1,380Bank of Hawaii Corp 98573.1K $
1,381ALLIANCEBERNSTEIN HOLDING LP 1,94872.9K $
1,382Smithfield Foods Inc 2,60772.9K $
1,383Franklin Templeton ETF Trust 1,82272.6K $
1,384Vaxcyte Inc 1,24872.5K $
1,385Rubrik Inc 1,47672.3K $
1,386BellRing Brands Inc 4,48872.2K $
1,387Performance Food Group Co 84072K $
1,388Enact Holdings Inc 1,76171.9K $
1,389iShares Russell 2000 Growth ETF 22971.9K $
1,390Kyndryl Holdings Inc 5,46971.8K $
1,391Hamilton Lane Inc 72271.7K $
1,392CROSSAMERICA PARTNERS LP 3,45071.7K $
1,393Compass Inc 9,77971.5K $
1,394Ironwood Pharmaceuticals Inc 20,33671.4K $
1,395PTC Therapeutics Inc 1,04571.2K $
1,396Capital Group New Geography Equity ETF 2,25171.1K $
1,397International Bancshares Corp 1,05571K $
1,398Newell Brands Inc 20,62970.8K $
1,399KraneShares CSI China Internet ETF 2,48370.6K $
1,400NetScout Systems Inc 2,22070.6K $