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
401iShares Trust 6,097723.1K $
402SPDR Series Trust 12,762722.1K $
403AMETEK Inc 3,357719.8K $
404ASE Technology Holding Co Ltd 33,134718.4K $
405Baker Hughes Co 11,736716.5K $
406Roper Technologies Inc 2,012712.1K $
407Zoom Communications Inc 8,831709.9K $
408BP PLC 14,861698.5K $
409Hasbro Inc 7,352688.2K $
410Banco Santander SA 60,702684.7K $
411Corpay Inc 2,351683.9K $
412Interactive Brokers Group Inc 10,195683.8K $
413CSX Corp 16,559679.7K $
414Mondelez International Inc 11,766678.2K $
415Hilton Worldwide Holdings Inc 2,220675.2K $
416Vertex Pharmaceuticals Inc 1,507672.5K $
417Citizens Financial Group Inc 11,206672.1K $
418First Trust Value Line Dividen 14,284671.8K $
419Quanta Services Inc 1,222670.8K $
420ProShares Trust 57,139665.1K $
421Emerson Electric Co. 5,074664.8K $
422Mueller Industries Inc 5,990663.7K $
423Archer-Daniels-Midland Co 9,118662.7K $
424Becton Dickinson & Co 4,192659K $
425Coca-Cola Consolidated Inc 3,423656.4K $
426Columbia EM Core ex-China ETF 16,079656.2K $
427Fidelity Total Bond ETF 14,327653.6K $
428Sherwin-Williams Co/The 2,024648.8K $
429United Therapeutics Corp 1,094648.7K $
430Sumitomo Mitsui Financial Group Inc 32,834648.5K $
431iShares ESG MSCI KLD 400 ETF 5,330646K $
4323M Co 4,443645.2K $
433Howmet Aerospace Inc 2,799645.2K $
434Vanguard Short-Term Tax-Exempt Bond ETF 6,337640.9K $
435Shinhan Financial Group Co Ltd 10,417638.8K $
436MSCI Inc 1,183637.9K $
437Vistra Corp 4,230635.9K $
438Hewlett Packard Enterprise Co 26,485630.6K $
439Old Dominion Freight Line Inc 3,220629.3K $
440Wisdomtree Trust 7,019627K $
441Illumina Inc 5,080626.2K $
442Marvell Technology Inc 6,302624.1K $
443Franklin Templeton ETF Trust 9,030615K $
444Sysco Corp 8,543609.3K $
445Allstate Corp/The 2,937609K $
446Commerce Bancshares Inc/MO 12,360608.1K $
447United Airlines Holdings Inc 6,590606.7K $
448Innovator U.S. Equity Buffer E 12,407606.1K $
449Monster Beverage Corp 8,315602.5K $
450Neurocrine Biosciences Inc 4,557600.3K $
451Cencora Inc 1,907599.1K $
452Huntington Bancshares Inc/OH 38,172597.4K $
453Simon Property Group Inc 3,203597.3K $
454Sony Group Corp 28,781595.8K $
455Schwab Fundamental International Equity Etf 12,171595.5K $
456PayPal Holdings Inc 13,036589.6K $
457Elevance Health Inc 2,012589.3K $
458Starbucks Corp 6,574589K $
459Biogen Inc 3,178582.7K $
460F/m US Treasury 3 Month Bill F 11,663581.5K $
461Air Products and Chemicals Inc 1,992578.9K $
462Huntington Ingalls Industries, Inc. 1,523578.6K $
463Sprouts Farmers Market Inc 7,497578.2K $
464Haleon PLC 57,526575.8K $
465Mosaic Co/The 22,450572.5K $
466Franklin Templeton ETF Trust 17,347570.9K $
467iShares Trust 11,395570.3K $
468Vanguard Information Technology ETF 818570.1K $
469Hartford Insurance Group Inc/The 4,199567.7K $
470iShares Trust 2,592567.1K $
471Moody's Corp 1,300566.9K $
472Curtiss-Wright Corp 832566.7K $
473Expedia Group Inc 2,453566.4K $
474Dow Inc 13,534563.7K $
475Schwab 1-5 Year Corporate Bond ETF 22,749562.5K $
476iShares Trust 7,042560.3K $
477Encompass Health Corp 5,757556.9K $
478Columbia Banking System Inc 20,287556.5K $
479SPDR Series Trust 11,454553.5K $
480Fiserv Inc 9,903552.5K $
481Pacer Trendpilot US Large Cap 10,486550.1K $
482BorgWarner Inc 10,129549.6K $
483Lloyds Banking Group PLC 109,264549.6K $
484ATI Inc 3,756546.3K $
485Paychex Inc 5,929546.2K $
486Tango Therapeutics Inc 26,026544.5K $
487Rollins Inc 10,131541.1K $
488VeriSign Inc 2,177540.9K $
489Expand Energy Corp 4,927540.9K $
490ProShares Ultra Bloomberg Natu 33,534540.6K $
491Textron Inc 6,172540.4K $
492State Street SPDR Portfolio Emerging Markets ETF 11,496539.3K $
493American Tower Corp 3,124539K $
494Realty Income Corp 8,809538.9K $
495Las Vegas Sands Corp 9,982537.8K $
496Target Corp 4,420535.7K $
497Ecolab Inc 2,008534.2K $
498Vanguard Real Estate ETF 6,003532.4K $
499Enterprise Products Partners LP 14,063532.1K $
500Arthur J Gallagher & Co 2,455531.6K $