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
1,901Invesco California AMT-Free Municipal Bond ETF 1,27230.4K $
1,902Liberty Broadband Corp 60230.2K $
1,903Preferred Bank/Los Angeles CA 33330.2K $
1,904MPLX LP 52830.1K $
1,905Andersons Inc/The 41930.1K $
1,906Trinity Capital Inc 2,03429.9K $
1,907Amplify Energy Corp 4,78029.8K $
1,908Q32 Bio Inc 4,64029.8K $
1,909SmartFinancial Inc 76029.7K $
1,910AeroVironment Inc 16229.7K $
1,911Avantis US Equity ETF 26629.6K $
1,912Stellar Bancorp Inc 80529.5K $
1,913Varonis Systems Inc 1,36029.2K $
1,914Neogen Corp 3,14129.2K $
1,915NVR Inc 429.1K $
1,916AAR Corp 26529K $
1,917NuScale Power Corp 2,66828.9K $
1,918Griffon Corp 39728.9K $
1,919Cia Cervecerias Unidas SA 2,53628.8K $
1,920Compass Minerals International Inc 1,23128.7K $
1,921Relay Therapeutics Inc 2,87628.6K $
1,922DFA Dimensional Emerging Mkts High Proftblty ETF 84628.6K $
1,923iShares Convertible Bond ETF 28028.5K $
1,924First Trust Exchange-Traded Fund III 1,50028.5K $
1,925Global Net Lease Inc 3,04028.5K $
1,926Postal Realty Trust Inc 1,52728.3K $
1,927Bio-Techne Corp 54028.2K $
1,928Ondas Inc 3,12028.2K $
1,929Braskem SA 7,70428.2K $
1,930UniFirst Corp/MA 11228.2K $
1,931Baldwin Insurance Group Inc/The 1,27828K $
1,932Cathay General Bancorp 56128K $
1,933Columbus McKinnon Corp/NY 1,92428K $
1,934Krystal Biotech Inc 10827.9K $
1,935Lucid Group Inc 2,91427.8K $
1,936Alliance Resource Partners LP 1,00227.7K $
1,937NB Bancorp Inc 1,31527.7K $
1,938ALLIANZIM US EQ BUFFER20 DEC 82827.7K $
1,939Fulton Financial Corp 1,36027.7K $
1,940IonQ Inc 95927.6K $
1,941Compass Diversified Holdings 3,51327.6K $
1,942Flushing Financial Corp 1,79727.6K $
1,943Warby Parker Inc 1,31027.6K $
1,944Worthington Enterprises Inc 52727.5K $
1,945PennyMac Financial Services Inc 31427.4K $
1,946ABRDN SILVER ETF TRUST 38327.4K $
1,947Phreesia Inc 3,26927.4K $
1,948Dimensional ETF Trust 1,15727.4K $
1,949Option Care Health Inc 1,01627.4K $
1,950Easterly Government Properties Inc 1,27627.3K $
1,951Westlake Corp 23427.3K $
1,952Edgewell Personal Care Co 1,27927.3K $
1,953American Assets Trust Inc 1,48227.3K $
1,954MaxLinear Inc 1,56327.2K $
1,955Guggenheim Strategic Opportunities Fund 2,46127.1K $
1,956Driven Brands Holdings Inc 2,15027.1K $
1,957Pathward Financial Inc 30226.9K $
1,958Terreno Realty Corp 43826.9K $
1,959Structure Therapeutics Inc 55826.9K $
1,960Proto Labs Inc 47126.9K $
1,961Kopin Corp 11,93326.9K $
1,962Piper Sandler Cos 35026.8K $
1,963Chemours Co/The 1,21626.8K $
1,964Peoples Bancorp Inc/OH 81326.7K $
1,965ANGEL STUDIOS INC 8,71826.6K $
1,966Gloo Holdings Inc 5,51326.5K $
1,967Blue Bird Corp 46526.4K $
1,968QuinStreet Inc 2,19126.3K $
1,969Equity Bancshares Inc 59226.3K $
1,970Compass Pathways plc 4,75426.3K $
1,971Kearny Financial Corp/MD 3,47326.2K $
1,972Five9 Inc 1,72826.2K $
1,973Universal Corp/VA 49726.2K $
1,974Merchants Bancorp/IN 61026.2K $
1,975Sally Beauty Holdings Inc 1,88926.2K $
1,976Astera Labs Inc 23826.1K $
1,977Kforce Inc 89126.1K $
1,978DENTSPLY SIRONA Inc 2,23625.9K $
1,979RLJ Lodging Trust 3,49225.9K $
1,980VanEck IG Floating Rate ETF 1,01525.9K $
1,981Invesco Exchange-Traded Fund Trust 34025.8K $
1,982Eagle Point Income Co Inc 2,73525.8K $
1,983Blackrock Science & Technology Trust 71025.8K $
1,984QCR Holdings Inc 30225.8K $
1,985Enviri Corp 1,31525.8K $
1,986Walker & Dunlop Inc 58025.7K $
1,987Silgan Holdings Inc 66325.7K $
1,988Enterprise Financial Services Corp 47525.7K $
1,989Matrix Service Co 2,23525.7K $
1,990Bio-Rad Laboratories Inc 9225.6K $
1,991Hello Group Inc 4,43925.6K $
1,992Cactus Inc 53825.5K $
1,993CBL & Associates Properties Inc 66325.5K $
1,994Tandem Diabetes Care Inc 1,32225.3K $
1,995Post Holdings Inc 25625.3K $
1,996LiveRamp Holdings Inc 95225.2K $
1,997Macerich Co/The 1,33525.2K $
1,998Werner Enterprises Inc 85425.1K $
1,999Steven Madden Ltd 73725K $
2,000Atlanta Braves Holdings Inc 53025K $