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
2,101Timberland Bancorp Inc/WA 52220.6K $
2,102iShares California Muni Bond ETF 36220.6K $
2,103Scholastic Corp 52520.5K $
2,104Red Rock Resorts Inc 38420.5K $
2,105Mercantile Bank Corp 40520.5K $
2,106State Street SPDR Portfolio High Yield Bond ETF 87620.4K $
2,107Valvoline Inc 60620.4K $
2,108Schrodinger Inc/United States 1,79120.3K $
2,109Sunstone Hotel Investors Inc 2,25820.3K $
2,110Diodes Inc 29820.3K $
2,111WisdomTree Inc 1,39320.3K $
2,112Innovex International Inc 82720.2K $
2,113Red Cat Holdings Inc 1,54120.2K $
2,114Albany International Corp 38620.2K $
2,115iShares MSCI Eurozone ETF 32120.1K $
2,116Green Plains Inc 1,22220.1K $
2,117Citizens & Northern Corp 89920.1K $
2,118Qfin Holdings Inc 1,55120K $
2,119Photronics Inc 49520K $
2,120Enovis Corp 87419.9K $
2,121Invesco S&P 500 High Dividend Low Volatility ETF 40019.8K $
2,122Weis Markets Inc 29019.8K $
2,123USA TODAY Co Inc 2,80719.8K $
2,124First Trust SMID Cap Rising Dividend Achievers ETF 50019.7K $
2,125Alerus Financial Corp 83119.7K $
2,126Core Natural Resources Inc 18819.7K $
2,127Miller Industries Inc/TN 43219.7K $
2,128Arteris Inc 1,19319.6K $
2,129CG oncology Inc 28719.4K $
2,130RPC Inc 2,73719.4K $
2,131DigitalBridge Group Inc 1,25419.3K $
2,132Telecom Argentina SA 1,65219.3K $
2,133Rocket Pharmaceuticals Inc 5,39219.3K $
2,134Progyny Inc 1,13519.3K $
2,135Pebblebrook Hotel Trust 1,52319.2K $
2,136Wyndham Hotels & Resorts Inc 23719.2K $
2,137Synaptics Inc 27419.2K $
2,138Cia Siderurgica Nacional SA 15,45019.2K $
2,139Amerant Bancorp Inc 86719.1K $
2,140VanEck Emerging Markets High Y 96819.1K $
2,141Alpha Metallurgical Resources Inc 9319.1K $
2,142Lindsay Corp 15818.8K $
2,143Employers Holdings Inc 45718.8K $
2,144Rush Enterprises Inc 29218.8K $
2,145Matthews International Corp 72618.7K $
2,146Sylvamo Corp 44318.7K $
2,147SandRidge Energy Inc 1,14718.7K $
2,148Nu Skin Enterprises Inc 2,56318.7K $
2,149Kymera Therapeutics Inc 22418.7K $
2,150Ziff Davis Inc 44218.5K $
2,151U-Haul Holding Co 38818.5K $
2,152Home Bancorp Inc 30618.5K $
2,153Arvinas Inc 1,74818.5K $
2,154Carnival PLC 71918.5K $
2,155Yelp Inc 74718.5K $
2,156Navitas Semiconductor Corp 2,10718.5K $
2,157Nuvation Bio Inc 4,30118.5K $
2,158JBT Marel Corp 14418.4K $
2,159Suzano SA 1,83318.4K $
2,160Privia Health Group Inc 89018.3K $
2,161National Research Corp 1,07818.3K $
2,162BancFirst Corp 16918.3K $
2,163FTAI Infrastructure Inc 3,70318.3K $
2,164Montrose Environmental Group Inc 83318.2K $
2,165Tempus AI Inc 40318.2K $
2,166abrdn Bloomberg All Commodity Strategy K-1 Free ETF 75018.2K $
2,167Beyond Meat Inc 25,93318.2K $
2,168PROCEPT BIOROBOTICS CORP 72718.2K $
2,169John B Sanfilippo & Son Inc 22918.2K $
2,170Metallus Inc 1,11118.2K $
2,171Banco Macro SA 23418.1K $
2,172CorVel Corp 33018K $
2,173RLX Technology Inc 8,19618K $
2,174iShares Trust 13018K $
2,175One Liberty Properties Inc 83818K $
2,176Cable One Inc 19718K $
2,177Array Digital Infrastructure Inc 38917.9K $
2,178Atlas Energy Solutions Inc 1,36517.9K $
2,179Reddit Inc 13317.9K $
2,180US Physical Therapy Inc 23717.8K $
2,181Tencent Music Entertainment Group 1,90517.7K $
2,182QuantumScape Corp 2,76717.7K $
2,183Stitch Fix Inc 5,31217.6K $
2,184MarineMax Inc 64917.6K $
2,185TELIX PHARMACEUTICALS LTD 1,83217.5K $
2,186VanEck Bitcoin ETF/US 91317.5K $
2,187Worthington Steel Inc 57617.5K $
2,188Vita Coco Co Inc/The 36417.4K $
2,189Venture Global Inc 1,10517.4K $
2,190Allegro MicroSystems Inc 55217.4K $
2,191American Public Education Inc 30517.3K $
2,192Inhibrx Biosciences Inc 25817.3K $
2,193Mirion Technologies Inc 93117.3K $
2,194VanEck J. P. Morgan EM Local Currency Bond ETF 68917.3K $
2,195Alight Inc 29,70217.3K $
2,196MFA Financial Inc 1,80417.3K $
2,197Lazard Inc 40617.2K $
2,198Carter's Inc 48217.2K $
2,199CSW Industrials Inc 6617.2K $
2,200Eaton Vance Tax-Advantaged Divid Income Fd 70017.2K $