Titelia

Holdings of Exit Wealth Advisors, LLC.

114 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Technology 14.3 %
  • Funds 9.9 %
  • Consumer discretionary 7.2 %
  • Consumer staples 2.5 %
  • Communication 2.4 %
  • Health care 1.9 %
  • Financials 1.4 %
  • Energy 0.4 %
  • Industrials 0.2 %
  • Utilities 0.1 %
  • Unattributed 59.7 %

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 99.4 %
  • GB 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US111183.5M $99.43 %
2GB31M $0.57 %

Positions

RankCompanySharesValueWeight
1WisdomTree Trust 832,44941.9M $
2Ishares Gold Trust 120,24210.6M $
3iShares Trust 90,7709.1M $
4Tesla Inc 23,0438.6M $
5Apple Inc 24,7246.3M $
6NVIDIA Corp 35,4446.2M $
7Microsoft Corp 16,3066M $
8ISHARES TRUST 115,7404.1M $
9Grayscale Bitcoin Mini Trust E 134,9014M $
10Amazon.com Inc 18,6163.9M $
11iShares Silver Trust 49,4563.4M $
12Altria Group, Inc. 47,1263.1M $
13Invesco QQQ Trust Series 1 5,0132.9M $
14Chevron Corp 13,3542.8M $
15Bristol-Myers Squibb Co 44,9712.7M $
16Exelixis Inc 62,7772.7M $
17Vanguard Malvern Funds 51,2752.6M $
18Vanguard S&P 500 ETF 4,0282.4M $
19Invesco S&P 500 Equal Weight ETF 11,8652.3M $
20Arista Networks Inc 18,5292.3M $
21iShares iBoxx USD Investment Grade Corporate Bond ETF 19,8732.2M $
22Lam Research Corp 8,1971.8M $
23United States Oil Fund LP 13,6451.7M $
24Alphabet Inc 5,9001.7M $
25Alphabet Inc 5,6971.6M $
26F/m US Treasury 3 Month Bill F 29,5621.5M $
27GOLDMAN SACHS ASSET MANAGEMENT LP 31,3341.4M $
28Vanguard Total International S 17,3171.3M $
29ALPS ETF Trust 24,8701.3M $
30Mueller Water Products Inc 47,0601.3M $
31SPDR Series Trust 13,9261.3M $
32iShares TIPS Bond ETF 11,4251.3M $
33Invesco DB Base Metals Fund 45,3781.1M $
34Crocs Inc 12,7451.1M $
35Janus Detroit Street Trust 20,4791M $
36SPDR Series Trust 13,1281M $
37iShares Bitcoin Trust ETF 25,284971.4K $
38VANGUARD ENERGY ETF VANGUARD ENERGY ETF 5,595968.1K $
39iShares Trust 9,607832.9K $
40Grayscale Bitcoin Trust ETF 15,706828.6K $
41Gold.com Inc 20,599825.6K $
42First Trust Rising Dividend Achievers ETF 11,747802.1K $
43State Street Utilities Select Sector SPDR ETF 17,303794K $
44Corning Inc 5,782786.2K $
45Western Digital Corp 2,875777.7K $
46iShares Trust 3,536746.6K $
47Select Sector Spdr Trust 9,080744.3K $
48INVESCO AEROSPACE & DEFEN 4,344719.8K $
49Grayscale Ethereum Staking Min 36,166718.3K $
50iShares Core S&P Mid-Cap ETF 10,555712.8K $
51iShares Core S&P Total U.S. Stock Market ETF 4,712671.2K $
52INVESCO EXCHANGE-TRADED FUND TRUST II 2,723647.1K $
53Power Integrations Inc 12,616645.9K $
54Core Natural Resources Inc 6,158645K $
55Coherent Corp 2,629626.3K $
56Vanguard Total Stock Market ETF 1,910612.6K $
57iShares U.S. Real Estate ETF 6,369602.3K $
58Berkshire Hathaway Inc 1,240594.2K $
59Philip Morris International Inc. 3,219532.3K $
60Coinbase Global Inc 2,943513.9K $
61Exxon Mobil Corp 3,018512K $
62Terex Corp 8,626509.8K $
63Meta Platforms Inc 885506.3K $
64Northwestern Energy Group Inc 7,325483K $
65Visteon Corp 5,273480.4K $
66Advanced Micro Devices Inc 2,328473.6K $
67Bitwise Bitcoin ETF 12,569462.7K $
68Home Depot Inc/The 1,390457.1K $
69Medpace Holdings Inc 927445.1K $
70First Trust Exchange-Traded Fund 17,361443.2K $
71British American Tobacco PLC 7,364430.6K $
72Robinhood Markets Inc 5,902409K $
73SPDR Gold Shares 949408.3K $
74Ryder System Inc 1,942397.5K $
75Ethereum Investment Trust 23,214396.3K $
76Vodafone Group PLC 25,887388.8K $
77iShares Trust 3,844387.2K $
78International Business Machines Corp. 1,506365.1K $
79Fox Corp 6,836363K $
80Walmart Inc 2,912361.9K $
81Dollar Tree Inc 3,266357.7K $
82Palantir Technologies Inc 2,332341.1K $
83Vanguard Information Technology ETF 485338.6K $
84VanEck Gold Miners ETF/USA 3,665336.3K $
85Crowdstrike Holdings Inc 855333.8K $
86Cincinnati Financial Corp 1,839289.4K $
87iShares Trust 1,472282.4K $
88RTX Corp 1,455280.6K $
89Johnson & Johnson 1,139278.5K $
90Wisdomtree Trust 6,693273.1K $
91Jpmorgan Core Plus Bond Etf 5,717269.1K $
92JPMorgan Chase & Co 909267.3K $
93United States Copper Index Fun 7,715265.6K $
94Merck & Co Inc 2,184262.7K $
95Capital Group Dividend Value ETF 6,120260.3K $
96Netflix Inc 2,601250.1K $
97Select Sector Spdr Trust 3,997244.9K $
98Gilead Sciences Inc 1,744243.1K $
99Vanguard US Value Factor ETF 1,779239.5K $
100Vanguard Total Bond Market ETF 3,246239K $