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
2,401ProPetro Holding Corp 81911.8K $
2,402Riot Platforms Inc 95211.8K $
2,403SPDR Series Trust 3611.7K $
2,404MediaAlpha Inc 1,26111.7K $
2,405Cementos Pacasmayo SAA 1,16311.6K $
2,406ISHARES INC 10011.6K $
2,407GOLUB CAPITAL BDC INC 91611.6K $
2,408NewtekOne Inc 1,05711.6K $
2,409Oklo Inc 23311.6K $
2,410Centerspace 20111.5K $
2,411Diebold Nixdorf Inc 15311.5K $
2,412iShares Core MSCI International Developed Markets ETF 13811.5K $
2,413Beta Bionics Inc 1,15111.5K $
2,414BNY Mellon US Large Cap Core E 9211.5K $
2,415Ennis Inc 53611.5K $
2,416Liquidia Corp 30211.4K $
2,417Fidelity D&D Bancorp Inc 26311.4K $
2,418Customers Bancorp Inc 16311.3K $
2,419Boot Barn Holdings Inc 7711.3K $
2,420Carter Bankshares Inc 48211.2K $
2,421Ingram Micro Holding Corp 48211.2K $
2,422ICF International Inc 17211.2K $
2,423Shift4 Payments Inc 25611.2K $
2,424CRA International Inc 6911.2K $
2,425EverQuote Inc 72411.2K $
2,426Harley-Davidson Inc 55211.2K $
2,427Two Harbors Investment Corp 97511.1K $
2,428Peapack-Gladstone Financial Corp 31611.1K $
2,429State Street SPDR Dow Jones REIT ETF 11011.1K $
2,430Bloomin' Brands Inc 2,05211.1K $
2,431United States Oil Fund LP 8711.1K $
2,432Catalyst Pharmaceuticals Inc 44711.1K $
2,433Kosmos Energy Ltd 3,98011.1K $
2,434Grindr Inc 91211K $
2,435Herc Holdings Inc 11011K $
2,436Cerence Inc 1,73310.9K $
2,437Hertz Global Holdings Inc 2,37010.9K $
2,438Cosan SA 2,65110.9K $
2,439Orthofix Medical Inc 95210.9K $
2,440Investors Title Co 5010.9K $
2,441WisdomTree Trust - WisdomTree International High Dividend Fund 20010.8K $
2,442Select Medical Holdings Corp 66410.8K $
2,443EZCORP Inc 42510.8K $
2,444Core Laboratories Inc 64210.8K $
2,445Vanda Pharmaceuticals Inc 1,56010.8K $
2,446Golden Entertainment Inc 40310.8K $
2,447Udemy Inc 2,32810.8K $
2,448ProShares Ultra QQQ 17610.8K $
2,449Figs Inc 72310.7K $
2,450ACV Auctions Inc 2,51710.7K $
2,451INVESCO DB US DOLLAR INDEX TRUST 38410.7K $
2,452Citi Trends Inc 24510.6K $
2,453INVESCO VAN KAMPEN PA VALUE MUN INCOME TR 1,00010.6K $
2,454SPDR Bloomberg Emerging Markets Local Bond ETF 51110.5K $
2,455Cerus Corp 5,78810.5K $
2,456West BanCorp Inc 44210.5K $
2,457Six Flags Entertainment Corp 59110.5K $
2,458HeartFlow Inc 43110.5K $
2,459European Wax Center Inc 1,80910.5K $
2,460Pacira BioSciences Inc 46010.4K $
2,461Alexander's Inc 4410.4K $
2,462Mesa Laboratories Inc 11710.3K $
2,463Vestis Corp 1,31410.3K $
2,464iShares Trust 11610.3K $
2,465Arbor Realty Trust Inc 1,33210.3K $
2,466Red Robin Gourmet Burgers Inc 3,50010.3K $
2,467RMR Group Inc/The 66210.2K $
2,468Granite Ridge Resources Inc 1,74310.2K $
2,469Apogee Enterprises Inc 30510.2K $
2,470Alamo Group Inc 6210.2K $
2,471Wingstop Inc 6610.2K $
2,472Bridgewater Bancshares Inc 57710.2K $
2,473LTC Properties Inc 27410.2K $
2,474Universal Technical Institute Inc 28210.2K $
2,475RXO Inc 69610.2K $
2,476Enphase Energy Inc 26910.2K $
2,477Peloton Interactive Inc 2,36810.2K $
2,478Vital Farms Inc 71910.2K $
2,479Invesco Equal Weight 0-30 Year Treasury ETF 37210.1K $
2,480Tennant Co 15210.1K $
2,481Soleno Therapeutics Inc 30110.1K $
2,482C3.ai Inc 1,19510.1K $
2,483Vishay Intertechnology Inc 55810K $
2,484Lemonade Inc 16010K $
2,485Universal Insurance Holdings Inc 29210K $
2,486BRASILAGRO - COMPANHIA BRASILEIRA DE PROPRIEDADES AGRICOILAS SA 2,3499.9K $
2,487Saul Centers Inc 3049.9K $
2,488Wabash National Corp 1,1489.9K $
2,489Amplitude Inc 1,4489.9K $
2,490Cohu Inc 3229.9K $
2,491Legalzoom.com Inc 1,7369.8K $
2,492ArcBest Corp 1009.8K $
2,493Gold.com Inc 2459.8K $
2,494Build-A-Bear Workshop Inc 2619.8K $
2,495Sana Biotechnology Inc 3,3859.7K $
2,496Penguin Solutions Inc 5539.7K $
2,497Hudson Pacific Properties Inc 1,6469.7K $
2,498RE/MAX Holdings Inc 1,6849.7K $
2,499ADAGENE INC 2,4739.7K $
2,500Artesian Resources Corp 3039.7K $