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
2,201Ranger Energy Services Inc 99517.1K $
2,202Gladstone Investment Corp 1,20017K $
2,203Seaboard Corp 317K $
2,204Cass Information Systems Inc 38516.9K $
2,205Community Trust Bancorp Inc 27916.9K $
2,206Enhabit Inc 1,20216.9K $
2,207Eaton Vance Tax-Managed Global Diversified Equity Income Fund 1,95316.9K $
2,208Avantis International Large Cap Value ETF 22616.9K $
2,209ABM Industries Inc 43816.9K $
2,210Palomar Holdings Inc 14116.9K $
2,211Whitestone REIT 1,04216.8K $
2,212BLACKROCK MUNIHOLDINGS FD INC 1,49016.8K $
2,213Alphatec Holdings Inc 1,53916.7K $
2,214HomeTrust Bancshares Inc 39216.7K $
2,215GXO Logistics Inc 32216.7K $
2,216Great Southern Bancorp Inc 26416.7K $
2,217Crescent Energy Co 1,23216.6K $
2,218World Kinect Corp 72116.6K $
2,219NETSTREIT Corp 88316.6K $
2,220Vail Resorts Inc 12916.6K $
2,221Independent Bank Corp/MI 49616.5K $
2,222TPG RE Finance Trust Inc 2,10416.4K $
2,223INSIGHT MOLECULAR DIAGNOSTICS 5,00016.4K $
2,224Diversified Energy Co 94016.4K $
2,225Enanta Pharmaceuticals Inc 1,29416.3K $
2,226SolarEdge Technologies Inc 31916.3K $
2,227agilon health Inc 2,05716.3K $
2,228iShares Trust 37216.2K $
2,229Praxis Precision Medicines Inc 5016.1K $
2,230NUVEEN PA INVT QUALITY MUN FD 1,35016.1K $
2,231Viking Therapeutics Inc 49416.1K $
2,232PJT Partners Inc 11516.1K $
2,233Tredegar Corp 2,02016.1K $
2,234Piedmont Realty Trust Inc 2,43716K $
2,235Papa John's International Inc 49416K $
2,236ConnectOne Bancorp Inc 59616K $
2,237Appfolio Inc 10115.9K $
2,238Forestar Group Inc 65215.9K $
2,239MARA Holdings Inc 1,94515.9K $
2,240First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 9715.9K $
2,241NANOBIOTIX SA 51415.9K $
2,242Cinemark Holdings Inc 55415.8K $
2,243BioNTech SE 17715.7K $
2,244Willdan Group Inc 20515.7K $
2,245Goldman Sachs ActiveBeta Emerging Markets Equity ETF 36315.7K $
2,246Insight Enterprises Inc 23415.7K $
2,247Autohome Inc 90115.6K $
2,248Cullinan Therapeutics Inc 1,09915.6K $
2,249Arcutis Biotherapeutics Inc 66115.6K $
2,250Allogene Therapeutics Inc 6,37115.5K $
2,251Independence Realty Trust Inc 1,04415.5K $
2,252Aehr Test Systems 41715.5K $
2,253Renasant Corp 42715.4K $
2,254California BanCorp 87015.4K $
2,255NCR Atleos Corp 35315.4K $
2,256Capital City Bank Group Inc 35315.3K $
2,257REGENXBIO Inc 1,82915.3K $
2,258State Street SPDR Dow Jones International Real Estate ETF 57515.3K $
2,259Under Armour Inc 2,64315.3K $
2,260MasterCraft Boat Holdings Inc 74615.3K $
2,261Celldex Therapeutics Inc 48215.3K $
2,262James River Group Holdings Inc 2,42215.3K $
2,2638x8 Inc 9,16015.2K $
2,264Turning Point Brands Inc 17515.2K $
2,265Lennar Corp 18015.2K $
2,266Niu Technologies 5,23615.1K $
2,267VANGUARD WORLD FUND 6415.1K $
2,268Sonos Inc 1,12815.1K $
2,269CryoPort Inc 1,82515.1K $
2,270McGrath RentCorp 13615K $
2,271RingCentral Inc 40215K $
2,272ISHARES TRUST 20014.9K $
2,273ePlus Inc 19814.9K $
2,274Cheesecake Factory Inc/The 27214.9K $
2,275Ryan Specialty Holdings Inc 44114.9K $
2,276Federal Agricultural Mortgage Corp 10014.8K $
2,277PGIM Rock ETF Trust 47314.8K $
2,278Haverty Furniture Cos Inc 69814.8K $
2,279Gray Media Inc 3,40514.8K $
2,280Adamas Trust Inc 2,00114.7K $
2,281Royce Micro-Cap Trust, Inc. 1,30214.7K $
2,282MillerKnoll Inc 1,01814.7K $
2,283Titan International Inc 2,13014.7K $
2,284Elme Communities 7,31314.7K $
2,285Schwab 5-10 Year Corporate Bond ETF 64814.7K $
2,286Pitney Bowes Inc 1,32814.7K $
2,287Blackbaud Inc 38014.7K $
2,288Up Fintech Holding Ltd 2,32714.7K $
2,289Columbia Financial Inc 83714.7K $
2,290Aurora Innovation Inc 3,53714.6K $
2,291Viper Energy Inc 31014.6K $
2,292Idaho Strategic Resources Inc 45314.6K $
2,293Orchid Island Capital Inc 2,06514.5K $
2,294Lakeland Financial Corp 25314.5K $
2,295Virtus Investment Partners Inc 10814.5K $
2,296Helios Technologies Inc 22414.5K $
2,297Northrim BanCorp Inc 63314.5K $
2,298Satellogic Inc 2,66114.5K $
2,299Perdoceo Education Corp 38914.5K $
2,300Northeast Community Bancorp Inc 60814.5K $