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
2,301Weave Communications Inc 3,12314.4K $
2,302Atmus Filtration Technologies Inc 25414.4K $
2,303Bank of Marin Bancorp 56114.4K $
2,304Methode Electronics Inc 2,60114.4K $
2,305FinVolution Group 2,99614.4K $
2,306Applied Digital Corp 60414.3K $
2,307Intapp Inc 55614.3K $
2,308Select Water Solutions Inc 93214.3K $
2,309Chiron Real Estate Inc 43114.3K $
2,310LendingTree Inc 33214.2K $
2,311WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND 27214.2K $
2,312Invesco Emerging Markets Sovereign Debt ETF 68114.2K $
2,313Default 1,50014.2K $
2,314Madrigal Pharmaceuticals Inc 2714.1K $
2,315Alto Neuroscience Inc 62814.1K $
2,316Alico Inc 34214.1K $
2,317Stewart Information Services Corp 22914.1K $
2,318Grupo Televisa S.A.B. 4,81014K $
2,319Resideo Technologies Inc 41514K $
2,320OceanFirst Financial Corp 77213.9K $
2,321Mission Produce Inc 1,01213.9K $
2,322TriNet Group Inc 38013.8K $
2,323Vir Biotechnology Inc 1,54413.8K $
2,324MNTN Inc 1,55913.7K $
2,325Zumiez Inc 61913.7K $
2,326Corcept Therapeutics Inc 34013.7K $
2,327AH Realty Trust Inc 2,49113.7K $
2,328Sezzle Inc 21613.7K $
2,329Day One Biopharmaceuticals Inc 63713.7K $
2,330Newsmax Inc 2,61013.6K $
2,331HNI Corp 40613.6K $
2,332ATN International Inc 49813.6K $
2,333MYR Group Inc 4813.6K $
2,334Adaptive Biotechnologies Corp 97613.5K $
2,335Controladora Vuela Cia de Aviacion SAB de CV 1,86113.5K $
2,336Nextdoor Holdings Inc 9,62013.5K $
2,337SPDR SERIES TRUST 7413.5K $
2,338Nuveen Real Estate Income Fund, Inc. 1,80013.4K $
2,339Payoneer Global Inc 2,78013.4K $
2,340Sprinklr Inc 2,23113.4K $
2,341John Wiley & Sons Inc 35113.4K $
2,342HBT Financial Inc 49713.3K $
2,343SPDR Index Shares Funds 36213.2K $
2,344ICAHN ENTERPRISES LP 1,75313.2K $
2,345Galapagos NV 44113.2K $
2,346Donegal Group Inc 76813.2K $
2,347United States Lime & Minerals Inc 10113.2K $
2,348FIDELITY COVINGTON TRUST 38713.2K $
2,349NET Lease Office Properties 1,14113.1K $
2,350Sweetgreen Inc 2,51013K $
2,351JetBlue Airways Corp 2,93913K $
2,352PVH Corp 18613K $
2,353Greenbrier Cos Inc/The 24613K $
2,354Hut 8 Corp 27612.9K $
2,355Visteon Corp 14212.9K $
2,356AdaptHealth Corp 1,08612.9K $
2,357Burke & Herbert Financial Services Corp 20712.9K $
2,358Auburn National BanCorp Inc 54012.9K $
2,359ScanSource Inc 35512.9K $
2,360Colony Bankcorp Inc 64512.9K $
2,361Olin Corp 43312.9K $
2,362Avantor Inc 1,63912.9K $
2,363Levi Strauss & Co 69312.8K $
2,364Ouster Inc 69612.8K $
2,365Vanguard S&P 500 Value ETF 6212.7K $
2,366Shoals Technologies Group Inc 1,92612.7K $
2,367Innovator U.S. Equity Power Bu 31612.7K $
2,368Revolve Group Inc 55412.5K $
2,369Repay Holdings Corp 4,80712.5K $
2,370Bancorp Inc/The 23212.5K $
2,371Calavo Growers Inc 48312.5K $
2,372Navient Corp 1,51312.4K $
2,373Gladstone Commercial Corp 1,08212.4K $
2,374Sierra Bancorp 36412.3K $
2,375Universal Health Realty Income Trust 30512.3K $
2,376Monro Inc 76912.3K $
2,377ProFrac Holding Corp 1,98912.3K $
2,378Omada Health Inc 98112.3K $
2,379Verra Mobility Corp 86112.3K $
2,380SL Green Realty Corp 33312.3K $
2,381Rogers Corp 11412.2K $
2,382Orange County Bancorp Inc 38212.2K $
2,383Ecopetrol SA 81412.2K $
2,384Flywire Corp 1,04612.2K $
2,385Corsair Gaming Inc 2,19112.2K $
2,386FS Bancorp Inc 31412.1K $
2,387Ladder Capital Corp 1,24012.1K $
2,388Dimensional ETF Trust 31112.1K $
2,389Victoria's Secret & Co 26112.1K $
2,390Urban Outfitters Inc 19112.1K $
2,391Cannae Holdings Inc 1,06212.1K $
2,392Enel Chile SA 3,06112.1K $
2,393Kinetik Holdings Inc 24912.1K $
2,394Appian Corp 50012.1K $
2,395Plug Power Inc 5,31312K $
2,396Spectrum Brands Holdings Inc 16211.9K $
2,397B&G Foods Inc 2,47611.9K $
2,398Immunovant Inc 47911.9K $
2,399Cleveland-Cliffs Inc 1,40711.9K $
2,400Harmony Biosciences Holdings Inc 42211.8K $