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
1,101American States Water Co 1,662125.7K $
1,102Nuveen Preferred & Income Opportunities Fund 16,645125.5K $
1,103SBA Communications Corp 728125.4K $
1,104McCormick & Co Inc/MD 2,481125.1K $
1,105Millrose Properties Inc 4,468125.1K $
1,106Advanced Energy Industries Inc 387124.9K $
1,107Affirm Holdings Inc 2,721124.7K $
1,108Rexford Industrial Realty Inc 3,804124.5K $
1,109First Citizens BancShares Inc/NC 66124.4K $
1,110Qualys Inc 1,415124.3K $
1,111Qnity Electronics Inc 1,075124K $
1,112Sun Communities Inc 982123.7K $
1,113Genmab A/S 4,597123.3K $
1,114TRP FLOATING RATE ETF 2,446123.2K $
1,115Everus Construction Group Inc 1,040122.8K $
1,116Pacer Funds Trust - Pacer Tren 1,681122.6K $
1,117Innovator U.S. Equit 3,000122.6K $
1,118Hancock Whitney Corp 1,926122.5K $
1,119Xtrackers MSCI EAFE Hedged Equ 2,477122.4K $
1,120HEICO Corp 578122K $
1,121Blackstone Secured Lending Fund 5,146121.9K $
1,122Baidu Inc 1,090121.4K $
1,123Zions Bancorp NA 2,105121.3K $
1,124Phillips Edison & Co Inc 3,242121.3K $
1,125Pinterest Inc 6,610121.2K $
1,126Schwab Long-Term U.S. Treasury ETF 3,851121K $
1,127Churchill Downs Inc 1,345120.8K $
1,128H World Group Ltd 2,395120.4K $
1,129TIM SA/Brazil 4,544120.4K $
1,130InterDigital Inc 397119.9K $
1,131Healthcare Realty Trust Inc 7,017119.2K $
1,132Stanley Black & Decker Inc 1,677119.2K $
1,133Global X Funds 1,681119.1K $
1,134Rayonier Inc 5,774119.1K $
1,135State Street SPDR Portfolio Short Term Treasury ETF 4,054118.3K $
1,136Core & Main Inc 2,389118K $
1,137Robert Half Inc 4,638117.8K $
1,138Grifols SA 14,685117.8K $
1,139Ingevity Corp 1,653117.7K $
1,140Selective Insurance Group Inc 1,540116.1K $
1,141O-I Glass Inc 11,038116K $
1,142Addus HomeCare Corp 1,237115.8K $
1,143Vanguard World Fund 642115.5K $
1,144TransUnion 1,657114.6K $
1,145Ubiquiti Inc 145114.6K $
1,146Virtu Financial Inc 2,593114K $
1,147Champion Homes Inc 1,530113.8K $
1,148Astronics Corp 1,705113.8K $
1,149Kimco Realty Corp 5,059113.7K $
1,150XPO Inc 584113.6K $
1,151Aveanna Healthcare Holdings Inc 17,552113K $
1,152Extra Space Storage Inc 861113K $
1,153Knowles Corp 4,397112.9K $
1,154Baxter International Inc 6,720112.9K $
1,155MP Materials Corp 2,336112.8K $
1,156Circle Internet Group Inc 1,174112K $
1,157Versant Media Group Inc 3,021111.8K $
1,158Innovator U.S. Equity Power Bu 2,592111.7K $
1,159Avista Corp 2,782111.7K $
1,160Western Asset Emerging Markets Debt Fund Inc. 11,214110.1K $
1,161Porch Group Inc 15,339110K $
1,162First Trust Exchange-Traded Fund IV 2,707109.8K $
1,163Altimmune Inc 35,650109.8K $
1,164CoStar Group Inc 2,721109.8K $
1,165Weyerhaeuser Co 4,492109.8K $
1,166Hologic Inc 1,450109.6K $
1,167BEONE MEDICINES LTD 369109.6K $
1,168Banco de Chile 2,944109K $
1,169ESCO Technologies Inc 385108.3K $
1,170Sasol Ltd 8,352108.2K $
1,171Haemonetics Corp 1,920108.2K $
1,172Pimco Corporate & Income Opportunity Fund 8,950107.9K $
1,173Embraer SA 1,817107.8K $
1,174Equity Residential 1,822107.8K $
1,175Invesco CurrencyShares Euro Cu 1,009107.7K $
1,176American Financial Group Inc/OH 843107.7K $
1,177Oil States International Inc 9,248107.6K $
1,178INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 6,185107.1K $
1,179PTC Inc 752107K $
1,180Merit Medical Systems Inc 1,551106.9K $
1,181H&R Block Inc 3,362106.7K $
1,182Lantheus Holdings Inc 1,396105.9K $
1,183Telefonaktiebolaget LM Ericsson 9,382105.7K $
1,184Toast Inc 3,985105.6K $
1,185Bank OZK 2,300105.5K $
1,186Mister Car Wash Inc 15,125105.4K $
1,187Okta Inc 1,333104.9K $
1,188IPG Photonics Corp 915104.9K $
1,189Mercury General Corp 1,185104.5K $
1,190Morningstar Inc 616104.1K $
1,191Iridium Communications Inc 3,750104K $
1,192Globus Medical Inc 1,199103.3K $
1,193XPeng Inc 6,035103.3K $
1,194Fortrea Holdings Inc 10,936103K $
1,195Corebridge Financial Inc 4,309102.8K $
1,196First American Financial Corp 1,703102.7K $
1,197Envista Holdings Corp 4,039102.5K $
1,198CoreWeave Inc 1,320102.3K $
1,199Avnet Inc 1,658102.2K $
1,200iMGP DBi Managed Futures Strat 3,388102.1K $