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
1,701Vistance Networks Inc 2,41243.9K $
1,702BLACKROCK MUNIYIELD QUALITY FD III INC 4,17343.9K $
1,703Axcelis Technologies Inc 47143.8K $
1,704Kemper Corp 1,43343.8K $
1,705Sohu.com Ltd 2,83443.8K $
1,706Glacier Bancorp Inc 97643.6K $
1,707Asbury Automotive Group Inc 22343.6K $
1,708elf Beauty Inc 71343.2K $
1,709Cipher Digital Inc 3,35743.2K $
1,710Innovator U.S. Equity Power Bu 93943.2K $
1,711Simply Good Foods Co/The 2,99543K $
1,712VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 96542.9K $
1,713TopBuild Corp 12242.9K $
1,714Celsius Holdings Inc 1,20742.8K $
1,715Quaker Chemical Corp 34442.7K $
1,716Outfront Media Inc 1,61042.7K $
1,717Tetra Tech Inc 1,40842.4K $
1,718Eastern Bankshares Inc 2,16642.4K $
1,719ACADIA Pharmaceuticals Inc 1,90242.3K $
1,720Viavi Solutions Inc 1,27242.3K $
1,721TETRA Technologies Inc 4,94442.1K $
1,722Nice Ltd 38242.1K $
1,723Scholar Rock Holding Corp 85542K $
1,724Trump Media & Technology Group Corp 4,51441.9K $
1,725BOK Financial Corp 32741.9K $
1,726Avantis US Small Cap Equity ETF 67241.9K $
1,727Booz Allen Hamilton Holding Corp 53541.7K $
1,728Acadian Asset Management Inc 76741.7K $
1,729Power Integrations Inc 81441.7K $
1,730Byline Bancorp Inc 1,31741.6K $
1,731WM Technology Inc 62,98941.5K $
1,732Shore Bancshares Inc 2,22041.5K $
1,733Goldman Sachs Ultra Short Bond 81641.2K $
1,7341st Source Corp 59541.2K $
1,735UDR Inc 1,21941.2K $
1,736Kennametal Inc 1,13741.1K $
1,737Tootsie Roll Industries Inc 95840.9K $
1,738Eaton Vance Enhanced Equity Income Fund II 2,00040.9K $
1,739Fortune Brands Innovations Inc 1,04840.8K $
1,740Zillow Group Inc 98440.7K $
1,741CBIZ Inc 1,51240.6K $
1,742Select Sector Spdr Trust 99340.5K $
1,743Standex International Corp 15940.5K $
1,744LXP Industrial Trust 87440.4K $
1,745Invesco Exchange-Traded Fund Trust 37540.4K $
1,746Vanguard Malvern Funds 80540.2K $
1,747Fidelity Covington Trust 1,15140.2K $
1,748Nuveen Municipal Credit Income 3,30040.2K $
1,749Legg Mason ETF Investment Trust 99140.2K $
1,750Hilton Grand Vacations Inc 1,02640.1K $
1,751Goodyear Tire & Rubber Co/The 6,04840.1K $
1,752ACM Research Inc 1,01940.1K $
1,753ZoomInfo Technologies Inc 6,68540K $
1,754Schneider National Inc 1,51640K $
1,755Amentum Holdings Inc 1,53240K $
1,756Seacoast Banking Corp of Florida 1,31839.9K $
1,757Penn Entertainment Inc 2,65539.9K $
1,758Sixth Street Specialty Lending Inc 2,16939.9K $
1,759FS Credit Opportunities Corp 7,77339.6K $
1,760U-Haul Holding Co 88739.6K $
1,761KB Home 76439.5K $
1,762Franklin FTSE Canada ETF 80739.5K $
1,763Grupo Aval Acciones y Valores SA 8,93739.3K $
1,764Snap Inc 8,52539.2K $
1,765Amicus Therapeutics Inc 2,70039K $
1,766Tutor Perini Corp 50539K $
1,767UFP Industries Inc 42339K $
1,768MGE Energy Inc 50238.8K $
1,769Acadia Realty Trust 2,02338.7K $
1,770Strategic Education Inc 46638.7K $
1,771Vista Energy SAB de CV 51238.6K $
1,772Fluence Energy Inc 2,78238.3K $
1,773Pacer Trendpilot US Mid Cap ET 1,04738.3K $
1,774Cohen & Steers Inc 61038.2K $
1,775Stride Inc 43238.1K $
1,776Blackstone Mortgage Trust Inc 1,98638K $
1,777TFS Financial Corp 2,70638K $
1,778Ishares Inc 1,07138K $
1,779Washington Trust Bancorp Inc 1,13237.9K $
1,780Bread Financial Holdings Inc 50437.7K $
1,781Minerals Technologies Inc 53137.7K $
1,782Lumen Technologies Inc 5,41337.6K $
1,783Sunrun Inc 2,76037.4K $
1,784Virtus Dividend, Interest & Premium Strategy Fund 2,96537.4K $
1,785Xometry Inc 91537.4K $
1,786F&G Annuities & Life Inc 1,47237.3K $
1,787IES Holdings Inc 7837.2K $
1,788Ardelyx Inc 6,19937.1K $
1,789Kaspi.KZ JSC 50137.1K $
1,790CVR Energy Inc 1,10237.1K $
1,791Healthcare Services Group Inc 1,99937.1K $
1,792Alignment Healthcare Inc 2,10237K $
1,793American Bitcoin Corp 40,00037K $
1,794First Bancorp/Southern Pines NC 65637K $
1,795Primo Brands Corp 1,96236.9K $
1,796RLI Corp 64736.9K $
1,797Grupo Financiero Galicia SA 78736.8K $
1,798Bilibili Inc 1,62836.7K $
1,799DiamondRock Hospitality Co 3,91436.7K $
1,800Banner Corp 60336.6K $