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
1,201Cytokinetics Inc 1,548102K $
1,202nLight Inc 1,783101.7K $
1,203Brady Corp 1,249101.5K $
1,204VanEck ETF Trust 250101.1K $
1,205Simpson Manufacturing Co Inc 587100.7K $
1,206FS KKR Capital Corp 9,889100.7K $
1,207ServiceTitan Inc 1,586100.6K $
1,208Galaxy Digital Inc 5,451100.6K $
1,209Lineage Inc 3,064100.4K $
1,210Franklin Templeton ETF Trust 4,157100.4K $
1,211ProAssurance Corp 4,059100.3K $
1,212Taylor Morrison Home Corp 1,70699.4K $
1,213iShares U.S. Infrastructure ETF 1,73699.3K $
1,214America Movil SAB de CV 3,89699.3K $
1,215Lincoln Educational Services Corp 2,43699.1K $
1,216iShares Trust 1,06398.5K $
1,217Upwork Inc 8,95998.2K $
1,218PriceSmart Inc 65198K $
1,219Avery Dennison Corp 56797.9K $
1,220Rithm Capital Corp 10,30997.7K $
1,221Reynolds Consumer Products Inc 4,61497.7K $
1,222Boston Beer Co Inc/The 42397.5K $
1,223Hershey Co/The 46997.4K $
1,224BWX Technologies Inc 47697.4K $
1,225State Street Blackstone Senior Loan ETF 2,42497.3K $
1,226Sarepta Therapeutics Inc 4,46997.2K $
1,227iShares Emerging Markets Equity Factor ETF 1,60697.1K $
1,228Murphy Oil Corp 2,35297K $
1,229Wayfair Inc 1,28996.9K $
1,230Estee Lauder Cos Inc/The 1,34996.8K $
1,231Commvault Systems Inc 1,24296.7K $
1,232Agree Realty Corp 1,28196.6K $
1,233Cullen/Frost Bankers Inc 70496.5K $
1,234Huntsman Corp 7,24096.4K $
1,235Protagonist Therapeutics Inc 91196K $
1,236Concentrix Corp 3,50996K $
1,237iShares MSCI International Quality Factor ETF 2,07095.7K $
1,238Southwest Gas Holdings Inc 1,09995.5K $
1,239Exponent Inc 1,46395.5K $
1,240Albertsons Cos Inc 5,58595.2K $
1,241VSE Corp 51695.2K $
1,242Vanguard Financials ETF 78795.1K $
1,243WisdomTree Trust 1,81095.1K $
1,244SPDR Series Trust 37495K $
1,245MGM Resorts International 2,56394.9K $
1,246abrdn Platinum ETF Trust 53194.6K $
1,247CCC Intelligent Solutions Holdings Inc 15,71694.3K $
1,248Zebra Technologies Corp 45093.9K $
1,249Nicolet Bankshares Inc 63093.7K $
1,250A O Smith Corp 1,42093.6K $
1,251Celcuity Inc 82093.6K $
1,252Vanguard World Fund 29993.4K $
1,253Fresenius Medical Care AG 4,13593.3K $
1,254First Financial Bankshares Inc 3,16493.2K $
1,255API Group Corp 2,29793.1K $
1,256Guardant Health Inc 1,00592.8K $
1,257Equitable Holdings Inc 2,50192.8K $
1,258Talos Energy Inc 5,83491.9K $
1,259Insperity Inc 3,39391.7K $
1,260CubeSmart 2,50191.7K $
1,261Dynex Capital Inc 7,18191.6K $
1,262Solstice Advanced Materials Inc 1,20091.4K $
1,263BitMine Immersion Technologies Inc 4,62091.4K $
1,264Sirius XM Holdings Inc 3,95891.4K $
1,265Etsy Inc 1,82591.2K $
1,266Eastman Chemical Co 1,19391K $
1,267Carlyle Group Inc/The 1,87690.8K $
1,268Prestige Consumer Healthcare Inc 1,53190.7K $
1,269Skyward Specialty Insurance Group Inc 2,07490.6K $
1,270Sabra Health Care REIT Inc 4,70890.5K $
1,271PIMCO Dynamic Income Opportunities Fund 7,00090.5K $
1,272Blue Owl Capital Corp 8,15990.2K $
1,273iShares Expanded Tech Sector ETF 76190.2K $
1,274Franklin FTSE Latin America ETF 3,18990.2K $
1,275State Street SPDR Dow Jones Global Real Estate ETF 1,97090.2K $
1,276DaVita Inc 58690.1K $
1,277Franklin Electric Co Inc 97790.1K $
1,278Diageo PLC 1,20089.4K $
1,279ManpowerGroup Inc 3,02189K $
1,280abrdn Healthcare Investors 5,00089K $
1,281AECOM 1,04888.9K $
1,282StoneX Group Inc 1,10288.9K $
1,283Starwood Property Trust Inc 5,15388.7K $
1,284J P Morgan Exchange Traded Fund Trust 1,59788.7K $
1,285Cia Paranaense de Energia - Copel 7,37388K $
1,286VanEck Short High Yield Muni ETF 3,88187.9K $
1,287W&T Offshore Inc 25,78887.9K $
1,288abrdn World Healthcare Fund 7,50087.5K $
1,289iShares S&P Small-Cap 600 Growth ETF 60387.3K $
1,290GDS Holdings Ltd 2,16087K $
1,291Onestream Inc 3,62687K $
1,292Rivian Automotive Inc 5,78287K $
1,293NetEase Inc 77786.9K $
1,294BlackRock Energy & Resources Trust 5,02086.9K $
1,295Telkom Indonesia Persero Tbk PT 4,65086.9K $
1,296Axsome Therapeutics Inc 51286.5K $
1,297Super Micro Computer Inc 3,78886.3K $
1,298Cia de Saneamento Basico do Estado de Sao Paulo SABESP 2,82186.1K $
1,299Kratos Defense & Security Solutions, Inc. 1,22086K $
1,300XAI Octagon Floating 5,00085.9K $