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
1,501Stoke Therapeutics Inc 1,83759.8K $
1,502AST SpaceMobile Inc 72159.8K $
1,503Himax Technologies Inc 7,58959.7K $
1,504Arcosa Inc 56259.7K $
1,505Monte Rosa Therapeutics Inc 3,62659.6K $
1,506Rush Enterprises Inc 90159.6K $
1,507Invesco Preferred ETF 5,43759.2K $
1,508Chord Energy Corp 41559K $
1,509Clearway Energy Inc 1,49958.9K $
1,510Meritage Homes Corp 94958.7K $
1,511Zillow Group Inc 1,41458.5K $
1,512Cohen & Steers Infrastructure Fund Inc. 2,26158.5K $
1,513Vipshop Holdings Ltd 3,72158.5K $
1,514Banco Bradesco SA 15,85857.9K $
1,515CNX Resources Corp 1,49457.6K $
1,516Parsons Corp 1,06357.6K $
1,517Nelnet Inc 44557.4K $
1,518SLR Investment Corp 4,00057.2K $
1,519Materion Corp 39557.1K $
1,520STAG Industrial Inc 1,58357.1K $
1,521Freshpet Inc 96857.1K $
1,522ACI Worldwide Inc 1,38856.9K $
1,523Clearway Energy Inc 1,45156.8K $
1,524RealReal Inc/The 6,25356.8K $
1,525BXP Inc 1,09456.8K $
1,526Balchem Corp 33456.6K $
1,527EAGLE POINT CREDIT CO 15,00056.4K $
1,528Banco Santander Chile 1,68856.4K $
1,529Erie Indemnity Co 22456.3K $
1,530Sterling Infrastructure Inc 13856.2K $
1,531Brink's Co/The 54256.2K $
1,532Trip.com Group Ltd 1,12756.1K $
1,533Patrick Industries Inc 50556.1K $
1,534Perimeter Solutions Inc 2,29556K $
1,535Clearwater Analytics Holdings Inc 2,36756K $
1,536Dynatrace Inc 1,51255.9K $
1,537Central Pacific Financial Corp 1,74755.8K $
1,538HCI Group Inc 36155.8K $
1,539Hexcel Corp 68855.7K $
1,540Braze Inc 2,35555.6K $
1,541FTI Consulting Inc 31455.5K $
1,542Atlantic Union Bankshares Corp 1,54455.2K $
1,543DXP Enterprises Inc/TX 39455.1K $
1,544Whirlpool Corp 1,01854.9K $
1,545California Water Service Group 1,20954.8K $
1,546ASGN Inc 1,41454.7K $
1,547Franklin Templeton ETF Trust 3,69254.5K $
1,548Columbia Sportswear Co 99254.4K $
1,549Apogee Therapeutics Inc 64554.3K $
1,550Bruker Corp 1,50054.2K $
1,551Encore Capital Group Inc 76953.9K $
1,552Pediatrix Medical Group Inc 2,51553.8K $
1,553H2O America 91153.4K $
1,554First Commonwealth Financial Corp 3,03853.4K $
1,555Exchange Traded Concepts Trust 81153.3K $
1,556St Joe Co/The 84753.2K $
1,557BankUnited Inc 1,17453K $
1,558Grupo Aeroportuario del Centro Norte SAB de CV 46253K $
1,559Mercury Systems Inc 72753K $
1,560Brown-Forman Corp 1,97552.9K $
1,561Franklin Templeton ETF Trust 2,36252.9K $
1,562MINISO Group Holding Ltd 3,25652.7K $
1,563Innospec Inc 71852.4K $
1,564J & J Snack Foods Corp 66152.4K $
1,565Enova International Inc 38552.3K $
1,566Financial Institutions Inc 1,64552.2K $
1,567Ambev SA 17,85952.2K $
1,568UiPath Inc 4,69352.1K $
1,569Adams Natural Resources Fund Inc 1,87352.1K $
1,570Madison Square Garden Sports Corp 16252.1K $
1,571Academy Sports & Outdoors Inc 92152K $
1,572Freshworks Inc 6,45951.9K $
1,573Heritage Financial Corp/WA 1,98751.7K $
1,574Paycom Software Inc 42451.6K $
1,575Four Corners Property Trust Inc 2,18151.6K $
1,576CAPITAL SOUTHWEST CORP 2,32951.5K $
1,577Main Street Capital Corp. 97251.5K $
1,578Grupo Aeroportuario del Sureste SAB de CV 15351.4K $
1,579Li Auto Inc 2,87851.3K $
1,580Macy's Inc 2,83451.3K $
1,581Modine Manufacturing Co 23651.1K $
1,582Chesapeake Utilities Corp 40451.1K $
1,583Camden Property Trust 52351K $
1,584Axia Energia 4,52451K $
1,585Jumia Technologies AG 7,38851K $
1,586Hope Bancorp Inc 4,55250.8K $
1,587Horace Mann Educators Corp 1,18950.7K $
1,588Block Inc 84350.7K $
1,589JD.COM INC 1,71350.7K $
1,590Northwest Natural Holding Co 95250.7K $
1,591National Health Investors Inc 62650.6K $
1,592Bridgebio Pharma Inc 68150.6K $
1,593YETI Holdings Inc 1,38050.5K $
1,594J M Smucker Co/The 52350.4K $
1,595Louisiana-Pacific Corp 69250.3K $
1,596Powell Industries Inc 9350.3K $
1,597State Street Materials Select Sector SPDR ETF 1,00750.3K $
1,598National Presto Industries Inc 36650.2K $
1,599AnaptysBio Inc 90350.1K $
1,600Korn Ferry 79550K $