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
101Vanguard International Dividend Appreciation ETF 61,3065.4M $
102Southern Co/The 53,9715.2M $
103Vanguard Total International S 65,9365.1M $
104Micron Technology Inc 14,9175M $
105iShares Trust 118,1445M $
106Deere & Co 8,8825M $
107Taiwan Semiconductor Manufacturing Co Ltd 14,6935M $
108Avantis Emerging Markets Equity ETF 61,1514.9M $
109Capital Group Dividend Value ETF 113,9854.8M $
110Vanguard Tax-Exempt Bond Index ETF 97,0164.8M $
111First Trust Rising Dividend Achievers ETF 67,9704.6M $
112Schwab US Dividend Equity ETF 148,9344.6M $
113First Trust Exchange-Traded Fund IV 88,2814.4M $
114Dimensional ETF Trust 103,8164.4M $
115Jabil Inc 15,1144M $
116Timothy Plan 93,8314M $
117VanEck Gold Miners ETF/USA 43,1444M $
118Dimensional ETF Trust 106,9793.9M $
119Morgan Stanley 23,0743.8M $
120iShares Trust 50,5803.8M $
121Merck & Co Inc 31,0323.7M $
122VictoryShares Free Cash Flow ETF 93,2373.7M $
123iShares Trust 32,1303.6M $
124Mastercard Inc 7,2313.6M $
125iShares Core MSCI Emerging Markets ETF 51,5463.6M $
126Berkshire Hathaway Inc 53.6M $
127Oracle Corp 24,3753.6M $
128Dimensional U S Targeted Value ETF 57,3723.6M $
129SELECT SECTOR SPDR TRUST (THE) 26,9353.6M $
130iShares Trust 69,9773.6M $
131Dimensional U S Small Cap ETF 49,4793.5M $
132Marathon Petroleum Corp 14,1353.5M $
133iShares Core S&P Mid-Cap ETF 50,7863.4M $
134McKesson Corp 3,7963.3M $
135iShares Trust 9,1603.3M $
136Caterpillar Inc 4,5983.3M $
137General Electric Co 11,3993.2M $
138Cisco Systems, Inc. 41,0233.2M $
139iShares Bitcoin Trust ETF 82,7323.2M $
140Coca-Cola Co/The 40,6473.1M $
141Pacer US Small Cap Cash Cows E 68,4393.1M $
142Lockheed Martin Corp 4,9883M $
143AbbVie Inc 13,8273M $
144TJX Cos Inc/The 18,7383M $
145GE Vernova Inc 3,4063M $
146Knight-Swift Transportation Holdings Inc 51,1702.9M $
147iShares Trust 28,7062.9M $
148Valero Energy Corp 11,6122.9M $
149Clean Harbors Inc 9,9482.9M $
150RTX Corp 14,5462.8M $
151iShares Russell 1000 Growth ETF 6,4452.7M $
152Procter & Gamble Co/The 18,8162.7M $
153Masco Corp 44,7512.7M $
154ConocoPhillips 20,2672.7M $
155American Homes 4 Rent 95,0572.7M $
156KLA Corp 1,7932.6M $
157Somnigroup International Inc 34,9112.6M $
158Pacer Funds Trust 55,5172.6M $
159Ishares Inc 31,9362.5M $
160Wells Fargo & Co 31,4512.5M $
161Advanced Micro Devices Inc 12,2522.5M $
162iShares Short-Term National Muni Bond ETF 23,3642.5M $
163Occidental Petroleum Corp 37,9352.5M $
164iShares Trust 12,8282.5M $
165iShares Trust 25,1412.4M $
166Comfort Systems USA Inc 1,7312.4M $
167iShares Broad USD Investment Grade Corporate Bond ETF 46,0462.4M $
168Timothy Plan 50,5102.3M $
169Invesco S&P 500 Equal Weight ETF 12,1162.3M $
170Constellation Energy Corp. 8,3092.3M $
171Western Digital Corp 8,5482.3M $
172SPDR Series Trust 18,0922.3M $
173Bank of America Corp 46,8832.3M $
174Phillips 66 12,4462.3M $
175Halliburton Co 57,7892.3M $
176TRP BLUE CHIP GROWTH ETF 50,0992.2M $
177ISHARES U S ETF TR 43,2302.2M $
178Bristol-Myers Squibb Co 36,1702.2M $
179FedEx Corp 6,0552.2M $
180Lam Research Corp 10,0092.1M $
181FRANKLIN TEMPLETON ETF TRUST 58,1482.1M $
182Salesforce Inc 11,2492.1M $
183Pinnacle Financial Partners Inc 24,2762.1M $
184Republic Services Inc 9,4182.1M $
185PepsiCo Inc 13,2542.1M $
186Schwab Strategic Trust 66,8922M $
187Abbott Laboratories 19,6892M $
188American Express Co 6,6392M $
189iShares Trust 9,3882M $
190Timothy Plan 54,7202M $
191Aflac Inc 17,8312M $
192Quest Diagnostics Inc 9,6031.9M $
193Philip Morris International Inc. 11,3311.9M $
194State Street SPDR Portfolio S& 40,4931.8M $
195PIMCO Enhanced Short Maturity 18,2091.8M $
196LKQ Corp 61,6291.8M $
197ARK 21Shares Bitcoin ETF 80,4351.8M $
198Citigroup Inc 15,8871.8M $
199McDonald's Corp. 5,7771.8M $
200Amphenol Corp 14,1441.8M $