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
2,001Dick's Sporting Goods Inc 12625K $
2,002Bristow Group Inc 53224.9K $
2,003State Street SPDR Portfolio Long Term Treasury ETF 94824.9K $
2,004Howard Hughes Holdings Inc 39424.9K $
2,005First Trust Exchange-Traded Fund III 1,40224.9K $
2,006Patterson-UTI Energy Inc 2,28624.8K $
2,007Rush Street Interactive Inc 1,13324.6K $
2,008Innovator U.S. Equity Buffer E 51124.6K $
2,009TAL Education Group 2,14924.4K $
2,010NextNav Inc 1,52524.4K $
2,011First Busey Corp 96524.4K $
2,012Standard BioTools Inc 26,46624.3K $
2,013Atour Lifestyle Holdings Ltd 65924.3K $
2,014Boyd Gaming Corp 29524.2K $
2,015York Water Co/The 79424.2K $
2,016United States Copper Index Fun 70224.2K $
2,017Green Brick Partners Inc 37123.9K $
2,018HighPeak Energy Inc 3,46523.9K $
2,019BGC Group Inc 2,44323.9K $
2,020Paymentus Holdings Inc 94023.9K $
2,021Cemex SAB de CV 2,08023.8K $
2,022Syndax Pharmaceuticals Inc 1,01523.7K $
2,023Central Garden & Pet Co 73123.7K $
2,024ICU Medical Inc 18323.6K $
2,025Kite Realty Group Trust 96223.6K $
2,026Atlanta Braves Holdings Inc 55323.6K $
2,027Ecovyst Inc 1,83323.6K $
2,028Floor & Decor Holdings Inc 46423.6K $
2,029Wendy's Co/The 3,38823.5K $
2,030StandardAero Inc 91123.5K $
2,031Stepan Co 47023.5K $
2,032National Beverage Corp 69723.5K $
2,033Samsara Inc 73923.4K $
2,034Douglas Emmett Inc 2,48523.4K $
2,035GameStop Corp 1,01123.3K $
2,036Veris Residential Inc 1,23423.3K $
2,037NPK International Inc 1,60523.3K $
2,038Leggett & Platt Inc 2,34123.1K $
2,039Unitil Corp 44223.1K $
2,040Camden National Corp 48423K $
2,041V2X Inc 33522.9K $
2,042Bumble Inc 7,03922.9K $
2,043Monarch Casino & Resort Inc 24022.9K $
2,044Horizon Bancorp Inc/IN 1,38122.9K $
2,045Marriott Vacations Worldwide Corp 35122.9K $
2,046Arrow Financial Corp 67922.8K $
2,047REX American Resources Corp 50022.8K $
2,048Uranium Energy Corp 1,68622.8K $
2,049El Pollo Loco Holdings Inc 1,64022.7K $
2,050Origin Bancorp Inc 54822.7K $
2,051WisdomTree Trust 32522.7K $
2,052JPMorgan Active Growth ETF 26822.7K $
2,053Dorman Products Inc 21722.6K $
2,054Goosehead Insurance Inc 53022.6K $
2,055Dime Community Bancshares Inc 66822.6K $
2,056Northfield Bancorp Inc 1,66822.6K $
2,057Revolution Medicines Inc 23222.6K $
2,058Towne Bank/Portsmouth VA 66322.3K $
2,059Organon & Co 3,72022.3K $
2,060Heritage Insurance Holdings Inc 84522.2K $
2,061Mativ Holdings Inc 2,54722.2K $
2,062Callaway Golf Co 1,59622.2K $
2,063Playtika Holding Corp 7,96422.1K $
2,064Chatham Lodging Trust 2,80922.1K $
2,065Newmark Group Inc 1,47422.1K $
2,066Innoviva Inc 94622K $
2,067Dutch Bros Inc 43522K $
2,068Garrett Motion Inc 1,20922K $
2,069Asana Inc 3,43022K $
2,070Bandwidth Inc 1,23121.9K $
2,071Chart Industries Inc 10621.9K $
2,072TriCo Bancshares 46121.9K $
2,073Duolingo Inc 22221.9K $
2,074Pampa Energia SA 24621.8K $
2,075GRAIL Inc 42121.8K $
2,076Sun Country Airlines Holdings Inc 1,30921.6K $
2,077Greif Inc 32221.6K $
2,078Unity Software Inc 98321.6K $
2,079Moderna Inc 42421.5K $
2,080VanEck Fallen Angel High Yield 74721.5K $
2,081Univest Financial Corp 62621.4K $
2,082Microvast Holdings Inc 14,29621.4K $
2,083Hyatt Hotels Corp 14921.4K $
2,084SailPoint Inc 1,61221.3K $
2,085Pacer Developed Markets Intern 50321.3K $
2,086FIDELITY COVINGTON TRUST 32921.2K $
2,087Urban Edge Properties 1,06321.2K $
2,088Peakstone Realty Trust 1,01421.2K $
2,089Progress Software Corp 82521.2K $
2,090iShares Core U.S. REIT ETF 35521K $
2,091Park National Corp 12820.9K $
2,092Amneal Pharmaceuticals Inc 1,68320.9K $
2,093Huron Consulting Group Inc 16420.9K $
2,094Coursera Inc 3,58120.8K $
2,095SCHWAB STRATEGIC TRUST 54420.8K $
2,096Sphere Entertainment Co 17720.8K $
2,097Dave Inc 11920.7K $
2,098Middlesex Water Co 39720.7K $
2,099Marcus & Millichap Inc 77720.7K $
2,100Marten Transport Ltd 1,57020.6K $