Holdings of EARNED WEALTH ADVISORS, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 418 in 10 countries
- Top ten
- 46.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 8.8 %
- Funds 7.0 %
- Financials 3.0 %
- Consumer discretionary 2.3 %
- Communication 1.9 %
- Health care 1.6 %
- Industrials 1.5 %
- Consumer staples 1.1 %
- Energy 0.5 %
- Utilities 0.4 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 71.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.7 %
- United Kingdom 0.1 %
- Spain 0.1 %
- Taiwan 0.0 %
- Netherlands 0.0 %
- Japan 0.0 %
- Germany 0.0 %
- Italy 0.0 %
- Australia 0.0 %
- Bermuda 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 403 | 1.4B $ | 99.69 % |
| 2 | United Kingdom | 5 | 1.1M $ | 0.08 % |
| 3 | Spain | 2 | 705.3K $ | 0.05 % |
| 4 | Taiwan | 1 | 664.9K $ | 0.05 % |
| 5 | Netherlands | 1 | 546.6K $ | 0.04 % |
| 6 | Japan | 2 | 477.2K $ | 0.03 % |
| 7 | Germany | 1 | 207.3K $ | 0.02 % |
| 8 | Italy | 1 | 204.1K $ | 0.01 % |
| 9 | Australia | 1 | 201.1K $ | 0.01 % |
| 10 | Bermuda | 1 | 86.2K $ | 0.01 % |
Cite this page
Titelia. "Holdings of EARNED WEALTH ADVISORS, LLC". https://titelia.com/en/funds/US13F1905663