Titelia

Holdings of EARNED WEALTH ADVISORS, LLC

418 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.4 % of the equity sleeve

Sector breakdown

  • Technology 8.8 %
  • Funds 7.0 %
  • Financials 3.0 %
  • Consumer discretionary 2.3 %
  • Communication 1.9 %
  • Health care 1.6 %
  • Industrials 1.5 %
  • Consumer staples 1.1 %
  • Energy 0.5 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 71.7 %

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 99.7 %
  • GB 0.1 %
  • ES 0.1 %
  • TW 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • DE 0.0 %
  • IT 0.0 %
  • AU 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4031.4B $99.69 %
2GB51.1M $0.08 %
3ES2705.3K $0.05 %
4TW1664.9K $0.05 %
5NL1546.6K $0.04 %
6JP2477.2K $0.03 %
7DE1207.3K $0.02 %
8IT1204.1K $0.01 %
9AU1201.1K $0.01 %
10BM186.2K $0.01 %

Positions

RankCompanySharesValueWeight
201Incyte Corp 5,179487.4K $
202VeriSign Inc 1,957486K $
203Cigna Group/The 1,822486K $
204Fortinet Inc 5,936485.1K $
205Analog Devices Inc 1,523484.4K $
206Xcel Energy Inc 6,017478K $
207Uber Technologies Inc 6,643477.9K $
208NextEra Energy Inc 5,131476.5K $
209Invesco S&P 500 Low Volatility 6,493474.9K $
210Morgan Stanley 2,840467.4K $
211JPMorgan Small & Mid Cap Enhanced Equity ETF 6,879459.3K $
212iShares Bitcoin Trust ETF 11,870456K $
213Toll Brothers Inc 3,286448.4K $
214American Express Co 1,476446.6K $
215Textron Inc 5,056442.7K $
216Phillips 66 2,410439.1K $
217Vanguard Total Bond Market ETF 5,958438.8K $
218Select Sector Spdr Trust 2,709438.1K $
219Cloudflare Inc 2,119437.2K $
220KLA Corp 294432.9K $
221Cummins Inc 801431.2K $
222Vistra Corp 2,865430.7K $
223Natera Inc 2,147429.4K $
224United Parcel Service Inc 4,266419.7K $
225Danaher Corp 2,209418.8K $
226Neurocrine Biosciences Inc 3,093407.5K $
227iShares Russell 2000 ETF 3,808407K $
228Expedia Group Inc 1,729399.3K $
229iShares U.S. Financial Services ETF 4,810398.5K $
230ISHARES TRUST 4,957396.8K $
231Ishares Gold Trust 4,500396.7K $
232Boeing Co/The 1,990396K $
233ProShares Trust 3,710393.3K $
234Delta Air Lines Inc 5,835387.9K $
235Agilent Technologies Inc 3,352382.1K $
236Capital One Financial Corp 2,091381.4K $
237Intuit Inc 879380.2K $
238Chewy Inc 14,072379.9K $
239Intuitive Surgical Inc 823379.6K $
240Vanguard Index Funds 1,250377.7K $
241Trimble Inc 5,769376.3K $
242Bank of New York Mellon Corp/The 3,170376.1K $
243Five Below Inc 1,642375.2K $
244Waste Management Inc 1,629374.3K $
245Automatic Data Processing Inc 1,833372.4K $
246Lockheed Martin Corp 616372.4K $
247Vanguard World Fund 1,343365.8K $
248Tyson Foods Inc 5,690364.6K $
249T-Mobile US Inc 1,731363.5K $
250Kinder Morgan, Inc. 10,773361.2K $
251Banco Bilbao Vizcaya Argentaria SA 16,630360.2K $
252Ross Stores Inc 1,657359K $
253DoorDash Inc 2,380357.3K $
254Digital Realty Trust Inc 1,983357.3K $
255Burlington Stores Inc 1,096356.6K $
256MongoDB Inc 1,452355.5K $
257Royal Gold Inc 1,393354.5K $
258CVS Health Corp 4,878350.4K $
259First Trust Exchange-Traded Fund III 4,963349.2K $
260Novartis AG 2,284348.9K $
261Banco Santander SA 30,589345K $
262Dell Technologies Inc 2,098344.3K $
263Adobe Inc 1,412343.1K $
264Genworth Financial Inc 41,992341K $
265Shell PLC 3,615336.2K $
266Westinghouse Air Brake Technologies Corp 1,344335.8K $
267Boston Scientific Corp 5,351335.8K $
268INVESCO AEROSPACE & DEFEN 2,026335.6K $
269Allstate Corp/The 1,607333.1K $
270EMCOR Group Inc 446329.3K $
271iShares Core S&P Mid-Cap ETF 4,859328.1K $
272MarketAxess Holdings Inc 1,976326K $
273MasTec Inc 1,013325.9K $
274Occidental Petroleum Corp 4,982323.8K $
275Teradyne Inc 1,079319.8K $
276Match Group Inc 10,410319.7K $
277Crown Holdings Inc 3,183319.1K $
278MKS Inc 1,385318.3K $
279Vanguard FTSE Europe ETF 3,858318.1K $
280Schwab Strategic Trust 10,879316.9K $
281Omnicom Group Inc 4,191315.6K $
282United Airlines Holdings Inc 3,416314.5K $
283Goldman Sachs ETF Trust 6,251312.8K $
284Exelixis Inc 7,283312.4K $
285Gartner Inc 1,971312.1K $
286HF Sinclair Corp 4,975310.4K $
287Vanguard Mid-Cap ETF 1,080310.2K $
288Vanguard High Dividend Yield E 2,084308.6K $
289Dover Corp 1,479308.3K $
290Dow Inc 7,288303.6K $
291Cincinnati Financial Corp 1,885296.6K $
292Expand Energy Corp 2,689295.2K $
293Hilton Worldwide Holdings Inc 965293.5K $
294Huntington Ingalls Industries, Inc. 772293.5K $
295Amgen Inc 833293.4K $
296Lincoln Electric Holdings Inc 1,177293.2K $
297Blackrock Inc 304292.3K $
298New York Times Co/The 3,483291.6K $
299Mueller Industries Inc 2,627291.1K $
300Sumitomo Mitsui Financial Group Inc 14,660289.5K $