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
3,601Immunome Inc 6131 $
3,602Trevi Therapeutics Inc 11131 $
3,603WisdomTree Trust 3130 $
3,604Janux Therapeutics Inc 9126 $
3,605Friedman Industries Inc 7124 $
3,606Stratus Properties Inc 4123 $
3,607MapLight Therapeutics Inc 6122 $
3,608SANUWAVE Health Inc 7121 $
3,609Superior Group of Cos Inc 12121 $
3,610First Trust Exchange-Traded Fund IV 2120 $
3,611HireQuest Inc 12120 $
3,612BLINK CHARGING CO 200113 $
3,613Legence Corp 2113 $
3,614Tortoise Energy Infrastructure 2109 $
3,615WisdomTree US High Dividend Fund 1109 $
3,616Meridian Holdings Inc 15108 $
3,617Design Therapeutics Inc 10107 $
3,618OP Bancorp 8107 $
3,619SKYX Platforms Corp 95106 $
3,620Neonode Inc 74103 $
3,621Marine Products Corp 14102 $
3,622BingEx Ltd 38101 $
3,623iShares 0-5 Year Investment Gr 2101 $
3,624Goldman Sachs Access Treasury 0-1 Year ETF 1100 $
3,625Sunrise Realty Trust Inc 13100 $
3,626Titan Machinery Inc 6100 $
3,627Richardson Electronics Ltd/United States 999 $
3,628Southland Holdings Inc 7799 $
3,629Union Bankshares Inc/Morrisville VT 498 $
3,630Richmond Mutual BanCorp Inc 796 $
3,631Actuate Therapeutics Inc 3595 $
3,632OrthoPediatrics Corp 695 $
3,633DMC Global Inc 1894 $
3,634SELLAS Life Sciences Group Inc 2293 $
3,635Here Group Ltd 2692 $
3,636Virco Mfg. Corp 1591 $
3,637ISHARES US ETF TRUST 390 $
3,638BIOXCEL THERAPEUTICS INC 6080 $
3,639Clearfield Inc 379 $
3,640Montauk Renewables Inc 6979 $
3,641Strattec Security Corp 178 $
3,642Sky Harbour Group Corp 876 $
3,643LEXICON PHARMACEUTICALS INC 4875 $
3,644Landmark Bancorp Inc/Manhattan KS 374 $
3,645Lovesac Co/The 574 $
3,646ISHARES CORE 1-5 YEAR USD BO 272 $
3,647Nautilus Biotechnology Inc 1870 $
3,648Transcontinental Realty Investors Inc 270 $
3,649Electromed Inc 369 $
3,650SR Bancorp Inc 468 $
3,651M-Tron Industries Inc 167 $
3,652Evolus Inc 1666 $
3,653Savara Inc 1266 $
3,654Biote Corp 4865 $
3,655GreenTree Hospitality Group Ltd 5164 $
3,656LANZATECH GLOBAL INC 464 $
3,657American Realty Investors Inc 462 $
3,658Power Solutions International Inc 161 $
3,659United States Antimony Corp 761 $
3,660Bassett Furniture Industries Inc 457 $
3,661Siebert Financial Corp 2854 $
3,662Atrium Therapeutics Inc 453 $
3,663Verde Clean Fuels Inc 3253 $
3,664Vroom Inc 453 $
3,665Ambiq Micro Inc 251 $
3,666Finance Of America Cos Inc 350 $
3,667ASP Isotopes Inc 1149 $
3,668ChargePoint Holdings Inc 1049 $
3,669Pro-Dex Inc 149 $
3,670Westwood Holdings Group Inc 348 $
3,671Consumer Portfolio Services Inc 646 $
3,672Bridger Aerospace Group Holdings Inc 2244 $
3,673Valhi Inc 343 $
3,674Radiant Logistics Inc 642 $
3,675Cellectis SA 1341 $
3,676SOLO BRANDS INC 1141 $
3,677Oncology Institute Inc/The 1340 $
3,678National CineMedia Inc 1237 $
3,679XEROX HOLDINGS CORP 36934 $
3,680MEREO BIOPHARMA GROUP PLC 10033 $
3,681Finwise Bancorp 232 $
3,682Cadre Holdings Inc 131 $
3,683MATINAS BIOPHARMA HOLDINGS INC 6030 $
3,684SBC Medical Group Holdings Inc 729 $
3,685Shoulder Innovations Inc 229 $
3,686Mobile Infrastructure Corp. 1328 $
3,687Offerpad Solutions Inc 4328 $
3,688XCF Global Inc 7727 $
3,689Commercial Bancgroup Inc 126 $
3,690J.P. MORGAN EXCHANGE-TRADED FUND TRUST 126 $
3,691Medallion Financial Corp. 326 $
3,692Blue Ridge Bankshares Inc 625 $
3,693LB Pharmaceuticals Inc 125 $
3,694Protalix BioTherapeutics Inc 1124 $
3,695First Watch Restaurant Group Inc 221 $
3,696Gyre Therapeutics Inc 321 $
3,697Reservoir Media Inc 220 $
3,698TriSalus Life Sciences Inc 520 $
3,699ACRES Commercial Realty Corp 119 $
3,700RCM Technologies Inc 119 $