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
501Agilent Technologies Inc 4,661531.3K $
502WEC Energy Group Inc 4,584530.7K $
503iShares Russell Mid-Cap Value 3,635529.8K $
504SAP SE 3,082527.7K $
505ICICI Bank Ltd 20,257524.7K $
506Cal-Maine Foods Inc 6,599522.3K $
507Fastenal Co 11,256522.3K $
508Cadence Design Systems Inc 1,874520.4K $
509HF Sinclair Corp 8,335520K $
510Five Below Inc 2,275519.8K $
511Ventas Inc 6,320516.8K $
512Labcorp Holdings Inc 1,937516.7K $
513iShares Trust 4,532514.8K $
514Toro Co/The 5,472511.3K $
515Global X Funds 6,696511.3K $
516MarketAxess Holdings Inc 3,098511.1K $
517IQVIA Holdings Inc 2,958504.5K $
518Marriott International Inc/MD 1,542504.3K $
519iShares MSCI International Value Factor ETF 12,614500.5K $
520Toll Brothers Inc 3,635496.1K $
521Omnicom Group Inc 6,580495.6K $
522Westinghouse Air Brake Technologies Corp 1,983495.3K $
523Lincoln Electric Holdings Inc 1,975491.9K $
524VanEck Uranium and Nuclear ETF 3,692491.8K $
525Unilever PLC 8,605490.2K $
526Cintas Corp 2,854482.5K $
527Sempra 4,965482.4K $
528Equifax Inc 2,672481.2K $
529Eversource Energy 6,941480.9K $
530Chunghwa Telecom Co Ltd 11,359479.8K $
531Takeda Pharmaceutical Co Ltd 25,896479.6K $
532Rio Tinto PLC 5,134478.9K $
533Carrier Global Corp 8,471477K $
534Old Republic International Corp 11,951476.8K $
535ONEOK Inc 5,237473.4K $
536Exelixis Inc 11,015472.4K $
537CarMax Inc 11,341471.6K $
538NRG Energy Inc 3,225471.2K $
539TransDigm Group Inc 405470.4K $
540ITT Inc 2,461468.8K $
541Lululemon Athletica Inc 3,062468.8K $
542iShares National Muni Bond ETF 4,416468.7K $
543Atmos Energy Corp 2,536468.4K $
544VanEck Merk Gold ETF 10,355466.5K $
545Norfolk Southern Corp 1,623465.8K $
546Consolidated Edison Inc 4,073460.9K $
547Mettler-Toledo International Inc 363457.8K $
548ISHARES TRUST 6,725456.9K $
549Swan Hedged Equity US Large Cap ETF 18,446455.6K $
550Vanguard Scottsdale Funds 8,193453.5K $
551UGI Corp 12,434452.9K $
552Synchrony Financial 6,588448.1K $
553Natera Inc 2,240448K $
554British American Tobacco PLC 7,656447.6K $
555ABRDN PRECIOUS METALS BASKET ETF TRUST 2,025442.9K $
556State Street SPDR Portfolio S& 5,596442.4K $
557HCA Healthcare Inc 935442.2K $
558DFA Dimensional National Municipal Bond ETF 9,215441.7K $
559Conagra Brands Inc 28,012440.3K $
560MasTec Inc 1,368440.1K $
561Broadridge Financial Solutions Inc 2,707440K $
562Electronic Arts Inc 2,158440K $
563Vanguard Intermediate-Term Tax-Exempt Bond ETF 4,395439.3K $
564Veeva Systems Inc 2,487436.9K $
565ISHARES INC 10,653434.6K $
566Texas Roadhouse Inc 2,631434.5K $
567Copart Inc 13,007431.8K $
568Gartner Inc 2,718430.4K $
569Ralph Lauren Corp 1,251430.3K $
570iShares S&P Mid-Cap 400 Value ETF 3,230428K $
571JPMorgan Income ETF 9,270427K $
572Molina Healthcare Inc 3,199426.4K $
573iShares ESG Aware MSCI EM ETF 9,373426.2K $
574OSI Systems Inc 1,605426.1K $
575Dominion Energy Inc 6,890425.9K $
576Rocket Cos Inc 29,872425.7K $
577Cardinal Health, Inc. 2,001422.7K $
578Barclays PLC 19,860420.2K $
579Eni SpA 7,401418.9K $
580Ishares Gold Trust Micro 8,968418.8K $
581Kenvue Inc 24,245418K $
582Global Payments Inc 6,188416.5K $
583Stifel Financial Corp 5,609414.6K $
584Northern Trust Corp 2,965413.8K $
585SPDR Series Trust 4,519413.6K $
586Steel Dynamics Inc 2,292412.5K $
587State Street SPDR Portfolio Ag 16,098412.4K $
588PACCAR Inc 3,568412.1K $
589Dover Corp 1,973411.1K $
590US Foods Holding Corp 4,453410.6K $
591Church & Dwight Co Inc 4,392409.8K $
592Woodward Inc 1,140408.1K $
593Nextpower Inc 3,385408.1K $
594Fidelity National Information Services Inc 8,684407.3K $
595ON Semiconductor Corp 6,565406.6K $
596Mohawk Industries Inc 4,129406.5K $
597SiteOne Landscape Supply Inc 3,049405.9K $
598iShares Core S&P U.S. Growth ETF 2,613405.3K $
599Houlihan Lokey Inc 2,822405.3K $
600IDEXX Laboratories Inc 720404.6K $