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
1,801Beacon Financial Corp 1,21836.5K $
1,802Penumbra Inc 11136.4K $
1,803Kodiak Gas Services Inc 62436.4K $
1,804Tanger Inc 1,07136.4K $
1,805Flagstar Bank NA 2,75936.3K $
1,806Ternium SA 90536.3K $
1,807Associated Banc-Corp 1,40436.3K $
1,808Banc of California Inc 2,06036.2K $
1,809TrustCo Bank Corp NY 82236K $
1,810MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 16236K $
1,811Full Truck Alliance Co Ltd 4,33236K $
1,812G-III Apparel Group Ltd 1,29735.9K $
1,813Euronet Worldwide Inc 54035.8K $
1,814JOYY Inc 61335.8K $
1,815Forum Energy Technologies Inc 61035.8K $
1,816Landbridge Co LLC 51835.8K $
1,817Apple Hospitality REIT Inc 3,10335.7K $
1,818VANGUARD ADMIRAL FDS INC 31135.6K $
1,819TG Therapeutics Inc 1,06835.5K $
1,820Frontdoor Inc 66935.4K $
1,821InvenTrust Properties Corp 1,15935.3K $
1,822iShares GNMA Bond ETF 79635.3K $
1,823Alaska Air Group Inc 95935.3K $
1,824SM Energy Co 1,12935.2K $
1,825Kinsale Capital Group Inc 10335.2K $
1,826SPDR Series Trust 59335.2K $
1,827Ultrapar Participacoes SA 6,38335.2K $
1,828First Financial Corp 55635.1K $
1,829Getty Realty Corp 1,10535.1K $
1,830OPENLANE Inc 1,20335.1K $
1,831iShares 0-5 Year TIPS Bond ETF 33935K $
1,832Cavco Industries Inc 7234.9K $
1,833Ssga Active Trust 87734.9K $
1,834Global X Funds 38634.8K $
1,835Installed Building Products Inc 13134.7K $
1,836BlackRock Corporate High Yield Fund Inc. 4,07434.7K $
1,837iShares MSCI EAFE Min Vol Factor ETF 37934.7K $
1,838Casella Waste Systems Inc 43634.6K $
1,839Pacer Trendpilot International 1,06334.6K $
1,840Otter Tail Corp 39334.5K $
1,841World Acceptance Corp 25534.4K $
1,842Banco Santander Brasil SA 5,80434.4K $
1,843Napco Security Technologies Inc 87134.3K $
1,844Waterstone Financial Inc 1,89534.2K $
1,845Nuvalent Inc 33334.1K $
1,846HA Sustainable Infrastructure Capital Inc 92434K $
1,847Weibo Corp 3,87633.9K $
1,848SiTime Corp 9833.8K $
1,849National Bank Holdings Corp 86233.8K $
1,850Hallador Energy Co 2,07133.7K $
1,851Astec Industries Inc 62633.7K $
1,852Kilroy Realty Corp 1,18933.5K $
1,853Karman Holdings Inc 41933.5K $
1,854First Financial Bancorp 1,20133.5K $
1,855Warrior Met Coal Inc 35933.4K $
1,856Zeta Global Holdings Corp 2,09533.4K $
1,857Ryerson Holding Corp 1,48333.3K $
1,858Sunbelt Rentals Holdings Inc 51033.2K $
1,859Adlai Nortye Ltd. 4,79433.2K $
1,860Invesco National AMT-Free Municipal Bond ETF 1,44233.1K $
1,861Badger Meter Inc 21733.1K $
1,862Comstock Resources Inc 1,56833.1K $
1,863Hormel Foods Corp 1,45533K $
1,864Southside Bancshares Inc 1,05832.9K $
1,865Cabot Corp 43632.8K $
1,866Fidelity Covington Trust 90432.8K $
1,867KKR Income Opportunities Fund 2,97132.7K $
1,868United Natural Foods Inc 72532.7K $
1,869Kura Oncology Inc 4,01032.6K $
1,870Inspire Medical Systems Inc 63232.6K $
1,871Peabody Energy Corp 98732.5K $
1,872Compass Therapeutics Inc 6,14232.5K $
1,873Bitwise Ethereum ETF 2,16432.5K $
1,874Hagerty Inc 3,07232.3K $
1,875SPS Commerce Inc 58032.3K $
1,876Petroleo Brasileiro SA - Petrobras 1,71832.2K $
1,877NextDecade Corp 4,20532.2K $
1,878Provident Financial Services Inc 1,51832.1K $
1,879Home BancShares Inc/AR 1,18932K $
1,880PagerDuty Inc 5,13631.9K $
1,881Avanos Medical Inc 2,27631.9K $
1,882Midland States Bancorp Inc 1,42931.9K $
1,883LSI Industries Inc 1,71131.8K $
1,884SkyWest Inc 34631.8K $
1,885NBT Bancorp Inc 74631.8K $
1,886iShares Global Energy ETF 55131.7K $
1,887iShares MSCI Norway ETF 85931.7K $
1,888TPG Inc 78331.7K $
1,889Integer Holdings Corp 36031.7K $
1,890Old Second Bancorp Inc 1,56231.5K $
1,891Kayne Anderson Energy Infrastr 2,19531.3K $
1,892Crocs Inc 37631.2K $
1,893Mirum Pharmaceuticals Inc 33631K $
1,894Ares Public Funds 2,55231K $
1,895American Airlines Group Inc 2,88431K $
1,896GLOBAL X FUNDS 78230.9K $
1,897Teladoc Health Inc 5,65730.8K $
1,898Sensient Technologies Corp 35530.7K $
1,899New Oriental Education & Technology Group Inc 54030.6K $
1,900Maplebear Inc 81430.5K $