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
2,601Larimar Therapeutics Inc 1,7067.7K $
2,602Honest Co Inc/The 2,6027.6K $
2,603CareDx Inc 4407.6K $
2,604Quanex Building Products Corp 4237.6K $
2,605Hub Group Inc 2107.6K $
2,606Eagle Bancorp Inc 3037.5K $
2,607Pulse Biosciences Inc 3497.5K $
2,608TripAdvisor Inc 7067.5K $
2,609Bel Fuse Inc 387.5K $
2,610Krispy Kreme Inc 2,2097.5K $
2,611SEMrush Holdings Inc 6247.5K $
2,612Cogent Communications Holdings Inc 3957.4K $
2,613Astrana Health Inc 3037.4K $
2,614Global X Funds 997.3K $
2,615FRP Holdings Inc 3347.3K $
2,616D-Wave Quantum Inc 5067.3K $
2,617Integra LifeSciences Holdings Corp 7727.3K $
2,618Smartstop Self Storage REIT Inc 2407.3K $
2,619Ibotta Inc 2427.3K $
2,620Paramount Skydance Corp. 8027.2K $
2,621Daily Journal Corp 157.2K $
2,622Iovance Biotherapeutics Inc 2,0587.2K $
2,623Boston Omaha Corp 6187.2K $
2,624Veracyte Inc 2247.2K $
2,625Custom Truck One Source Inc 1,0987.2K $
2,626Innovator U.S. Equity Buffer E 1507.2K $
2,627Banco BBVA Argentina SA 4487.2K $
2,628Cleanspark Inc 8447.2K $
2,629Fidelity Covington Trust 1437.2K $
2,630Aldeyra Therapeutics Inc 4,2167.1K $
2,631Gibraltar Industries Inc 1787.1K $
2,632Marcus Corp/The 4137.1K $
2,633Itron Inc 797.1K $
2,634Criteo SA 3937K $
2,635CECO Environmental Corp 1187K $
2,636OneSpan Inc 6667K $
2,637Prime Medicine Inc 2,0007K $
2,638Freedom 100 Emerging Markets E 1276.9K $
2,639Boise Cascade Co 916.9K $
2,640Arcus Biosciences Inc 3176.8K $
2,641Global Industrial Co 2176.8K $
2,642ThredUp Inc 2,0806.8K $
2,643Seneca Foods Corp 456.8K $
2,644PLURI INC 2,0006.8K $
2,645Trupanion Inc 2656.8K $
2,646Kennedy-Wilson Holdings Inc 6236.7K $
2,647Southern Missouri Bancorp Inc 1056.7K $
2,648Fate Therapeutics Inc 5,5706.7K $
2,649BKV Corp 2346.7K $
2,650Chimera Investment Corp 5316.7K $
2,651GoodRx Holdings Inc 3,3936.7K $
2,652Star Holdings 8786.6K $
2,653ACCO Brands Corp 2,1996.6K $
2,654Centrus Energy Corp 386.6K $
2,655Nature's Sunshine Products Inc 2756.6K $
2,656Emergent BioSolutions Inc 7946.6K $
2,657Ligand Pharmaceuticals Inc 336.6K $
2,658ALPS ETF Trust 1256.6K $
2,659Travere Therapeutics Inc 2216.6K $
2,660Commerce.com Inc 2,4576.6K $
2,661Portillo's Inc 1,2406.6K $
2,662Orion Properties Inc 3,0496.6K $
2,663Life360 Inc 1606.5K $
2,664Hess Midstream LP 1686.5K $
2,665PDF Solutions Inc 1996.5K $
2,666Paysign Inc 1,1006.5K $
2,667OCCIDENTAL PETROLEUM CORP 1516.5K $
2,668Upbound Group Inc 3576.4K $
2,669Onity Group Inc 1646.4K $
2,670Gentherm Inc 2316.4K $
2,671Consensus Cloud Solutions Inc 2706.4K $
2,672Eos Energy Enterprises Inc 1,2916.4K $
2,673iShares U.S. Broker-Dealers & Securities Exchanges ETF 396.4K $
2,674Tecogen Inc 2,5006.4K $
2,675Sabre Corp 4,4036.4K $
2,676Petco Health & Wellness Co Inc 2,2926.4K $
2,677Chime Financial Inc 3396.3K $
2,678UMH Properties Inc 4406.3K $
2,679Applied Optoelectronics Inc 756.3K $
2,680NexPoint Residential Trust Inc 2536.3K $
2,681Redwood Trust Inc 1,1276.3K $
2,682Unity Bancorp Inc 1216.3K $
2,683Bicara Therapeutics Inc 3156.3K $
2,684Inogen Inc 1,0096.2K $
2,685iShares Trust 966.2K $
2,686Pulmonx Corp 4,8256.2K $
2,687LEGEND BIOTECH CORP 3436.2K $
2,688BCB Bancorp Inc 6866.2K $
2,689National Storage Affiliates Trust 1626.1K $
2,690Dauch Corporation 1,0286.1K $
2,691BJ's Restaurants Inc 1736.1K $
2,692Maze Therapeutics Inc 2036.1K $
2,693Coherus Oncology Inc 3,5806.1K $
2,694Forward Air Corp 3626K $
2,695TriMas Corp 1686K $
2,696Heartland Express Inc 5806K $
2,697Invesco Exchange-Traded Fund Trust 1006K $
2,698KBR Inc 1626K $
2,699Civista Bancshares Inc 2626K $
2,700Eastman Kodak Co 6586K $