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
301Veeva Systems Inc 1,648289.5K $
302Southern Co/The 2,998289.4K $
303Vulcan Materials Co 1,052286.5K $
304Biogen Inc 1,561286.2K $
305Consolidated Edison Inc 2,522285.5K $
306Avantis US Large Cap Value ETF 3,536285K $
307QUALCOMM Inc 2,213284.9K $
308Best Buy Co Inc 4,420283.8K $
309Kinsale Capital Group Inc 827282.4K $
310Equinix Inc 288282.1K $
311Cboe Global Markets Inc 1,001281.3K $
312EOG Resources Inc 1,935279.7K $
313American Electric Power Co Inc 2,120277.9K $
314Las Vegas Sands Corp 5,139276.9K $
315Thermo Fisher Scientific Inc 562276K $
316Roper Technologies Inc 777274.9K $
317Dominion Energy Inc 4,417273.1K $
318CarMax Inc 6,555272.6K $
319Vanguard World Fund 858267.9K $
320Citizens Financial Group Inc 4,465267.8K $
321Curtiss-Wright Corp 391266.3K $
322Hasbro Inc 2,820264K $
323Woodward Inc 731261.6K $
324BorgWarner Inc 4,822261.6K $
325Mitsubishi UFJ Financial Group Inc 15,362260.7K $
326AMETEK Inc 1,209259.2K $
327Illinois Tool Works Inc 993258.5K $
328Ameriprise Financial Inc 582258.4K $
329Welltower Inc 1,302257.4K $
330GSK PLC 4,649256.6K $
331ROBLOX Corp 4,520255.7K $
332Twilio Inc 2,021254.3K $
333SentinelOne Inc 19,649253.1K $
334Texas Roadhouse Inc 1,531252.8K $
335Evercore Inc 846252.4K $
336HCA Healthcare Inc 533252.2K $
337DuPont de Nemours Inc 5,491251.5K $
338Northrop Grumman Corp 368251.3K $
339Molina Healthcare Inc 1,856247.4K $
340Prosperity Bancshares Inc 3,639244.5K $
341Progressive Corp/The 1,230243.8K $
342Robinhood Markets Inc 3,511243.3K $
343Vanguard Intermediate-Term Corporate Bond ETF 2,937243K $
344iShares MSCI EAFE ETF 2,498242.7K $
345Snap Inc 52,511241.6K $
346Evergy Inc 2,946241.3K $
347Pinnacle Financial Partners Inc 2,792240.5K $
348Southern Copper Corp 1,391239.3K $
349Moody's Corp 548239.1K $
350Halliburton Co 6,100237.8K $
351British American Tobacco PLC 4,056237.1K $
352Block Inc 3,932236.6K $
353Insulet Corp 1,125236K $
354Deckers Outdoor Corp 2,336233.8K $
355IDEXX Laboratories Inc 416233.7K $
356Synchrony Financial 3,407231.7K $
357Federal Realty Investment Trust 2,174230.9K $
358Palo Alto Networks Inc 1,436230.2K $
359Keysight Technologies Inc 815230.1K $
360Oshkosh Corp 1,559229.6K $
361Manhattan Associates Inc 1,702226.6K $
36210X Genomics Inc 10,634225.8K $
363US Foods Holding Corp 2,442225.2K $
364KKR & Co Inc 2,430224.8K $
365Goldman Sachs ActiveBeta International Equity ETF 5,211224.8K $
366Medpace Holdings Inc 466223.8K $
367Reinsurance Group of America Inc 1,094223.4K $
368Eversource Energy 3,221223.2K $
369Amprius Technologies Inc 13,234223.1K $
370Global Partners LP/MA 5,233220.3K $
371Marathon Petroleum Corp 898219.4K $
372iShares Russell Mid-Cap Value 1,500218.6K $
373Prologis Inc 1,640216.7K $
374Nutanix Inc 5,699216.6K $
375Franklin Templeton ETF Trust 5,412215.5K $
376HubSpot Inc 882215.3K $
377Jabil Inc 810215.2K $
378BP PLC 4,564214.5K $
379Northern Trust Corp 1,535214.3K $
380Parker-Hannifin Corp 239214.1K $
381Union Pacific Corp 882214K $
382Chunghwa Telecom Co Ltd 5,048213.2K $
383Deere & Co 378213.2K $
384Gap Inc/The 8,782212.5K $
385iShares Russell 3000 ETF 573212.4K $
386Dimensional ETF Trust 5,915211.2K $
387Cheniere Energy Inc 744211.2K $
388Edwards Lifesciences Corp 2,637211.2K $
389iShares Trust 1,000211.2K $
390DraftKings Inc 9,753210.9K $
391Schwab Strategic Trust 6,902210.5K $
392WisdomTree Trust 4,170209.9K $
393Truist Financial Corp 4,560209.6K $
394Comcast Corp 7,297209.5K $
395First Trust Exchange-Traded Fund IV 5,143208.6K $
396Travel + Leisure Co 3,014208.5K $
397Mohawk Industries Inc 2,117208.4K $
398CSX Corp 5,077208.4K $
399Mondelez International Inc 3,610208.1K $
400SAP SE 1,211207.3K $