Titelia

Holdings of Wilkerson Advisory Group LLC

543 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61.5 % of the equity sleeve

Sector breakdown

  • Industrials 4.7 %
  • Technology 4.1 %
  • Financials 3.3 %
  • Consumer discretionary 2.3 %
  • Consumer staples 2.2 %
  • Health care 2.1 %
  • Communication 1.1 %
  • Funds 0.9 %
  • Energy 0.4 %
  • Materials 0.3 %
  • Utilities 0.3 %
  • Real estate 0.2 %
  • Unattributed 78.1 %

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 99.8 %
  • TW 0.2 %
  • GB 0.0 %
  • NL 0.0 %
  • KY 0.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US538256M $99.84 %
2TW1391.4K $0.15 %
3GB17.1K $0.00 %
4NL11.3K $0.00 %
5KY1534 $0.00 %
6CA178 $0.00 %

Positions

RankCompanySharesValueWeight
101Crowdstrike Holdings Inc 399155.8K $
102XPO Inc 789153.5K $
103Altria Group, Inc. 2,322153.2K $
104Palantir Technologies Inc 1,032151K $
105Archer-Daniels-Midland Co 1,996145.1K $
106SPDR Series Trust 1,822139.5K $
107Synchrony Financial 1,985135K $
108Verizon Communications Inc 2,599130.5K $
109HCA Healthcare Inc 273129.2K $
110Charles Schwab Corp/The 1,349126.8K $
111Boeing Co/The 634126.2K $
112First Busey Corp 4,812121.6K $
113Marathon Petroleum Corp 477116.5K $
114PulteGroup Inc 983115.6K $
115DoorDash Inc 744111.7K $
116Chevron Corp 535110.7K $
117Biogen Inc 593108.7K $
118EOG Resources Inc 747108K $
119Warner Bros Discovery Inc 3,915107.5K $
120Expedia Group Inc 464107.1K $
121Tapestry Inc 749105.6K $
122ConocoPhillips 797105.2K $
123Halliburton Co 2,678104.4K $
124Intercontinental Exchange Inc 662104.1K $
125Hartford Insurance Group Inc/The 761102.9K $
126Teradyne Inc 342101.4K $
127Vertiv Holdings Co 39699.2K $
128Wells Fargo & Co 1,21096.4K $
129Netflix Inc 99896K $
130Pfizer Inc 3,41295.8K $
131Tyson Foods Inc 1,48595.1K $
132BWX Technologies Inc 46394.7K $
133Dow Inc 2,25093.7K $
134Cisco Systems, Inc. 1,20493.4K $
135Cummins Inc 17292.5K $
136iShares Bitcoin Trust ETF 2,32189.2K $
137Abbott Laboratories 85187.4K $
138DR Horton Inc 63687.3K $
139US Bancorp 1,65886.2K $
140Comcast Corp 2,99185.9K $
141McDonald's Corp. 27485.3K $
142Walt Disney Co/The 87784.5K $
143Micron Technology Inc 25084.5K $
144Lam Research Corp 39484.2K $
145Fox Corp 1,43583.8K $
146DuPont de Nemours Inc 1,82383.5K $
147United Airlines Holdings Inc 90583.3K $
148Huntington Ingalls Industries, Inc. 21983.2K $
149First Horizon Corp 3,61382.2K $
150Salesforce Inc 43981.9K $
151Delta Air Lines Inc 1,22781.6K $
152Select Sector Spdr Trust 73880.4K $
153Newmont Corp 72478.4K $
154Karman Holdings Inc 96176.9K $
155Sandisk Corp/DE 12076.2K $
156Aflac Inc 68575.2K $
157Coca-Cola Co/The 98875.1K $
158Northern Trust Corp 53875.1K $
159FedEx Corp 20974.4K $
160General Electric Co 24970.7K $
161Goldman Sachs Group Inc/The 8269.4K $
162Cognizant Technology Solutions Corp. 1,10767.9K $
163Western Digital Corp 24967.4K $
164Snowflake Inc 44366.8K $
165Phillips Edison & Co Inc 1,74065.1K $
166Travelers Cos Inc/The 22064.2K $
167Schwab Fundamental International Equity Etf 1,29663.4K $
168Target Corp 52163.2K $
169Tenet Healthcare Corp 33463K $
170Strategy Inc 49862.2K $
171Bloom Energy Corp 45761.9K $
172Palo Alto Networks Inc 37560.1K $
173RTX Corp 30358.4K $
174VanEck Bitcoin ETF/US 2,95156.5K $
175Solventum Corp 85655.9K $
176Union Pacific Corp 22955.6K $
177MetLife Inc 78155.2K $
178UnitedHealth Group Inc 20455.2K $
179Advanced Micro Devices Inc 26754.3K $
180Thermo Fisher Scientific Inc 11054.2K $
181Valero Energy Corp 21753.6K $
182Capital One Financial Corp 29052.9K $
183State Street Corp 41352.3K $
184Lowe's Cos Inc 21149.9K $
185Danaher Corp 25848.9K $
186HP Inc 2,51248.3K $
187TJX Cos Inc/The 30047.9K $
188Idaho Strategic Resources Inc 1,48747.8K $
189Leidos Holdings Inc 30747.7K $
190General Motors Co 63547.3K $
191Bank of New York Mellon Corp/The 39847.2K $
192Cadence Design Systems Inc 16746.4K $
193Prologis Inc 34245.2K $
194Devon Energy Corp 89845.2K $
195Parker-Hannifin Corp 4943.9K $
196Ishares Gold Trust 49743.8K $
197Automatic Data Processing Inc 21543.7K $
198Vanguard Total Stock Market ETF 13141.9K $
199iShares Core S&P Total U.S. Stock Market ETF 29141.4K $
200Grayscale Bitcoin Trust ETF 78441.4K $