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
301State Street SPDR Dow Jones Global Real Estate ETF 35216.1K $
302CME Group Inc 5415.9K $
303AZZ Inc 12715.9K $
304Cintas Corp 9315.7K $
305Ferguson Enterprises Inc 6715.6K $
306Jefferies Financial Group Inc 37315.4K $
307Arthur J Gallagher & Co 7015.2K $
308AppLovin Corp 3815.1K $
309Marsh & McLennan Cos Inc 8715.1K $
310CBRE Group Inc 11115K $
311Equinix Inc 1514.7K $
312iShares Core S&P U.S. Growth ETF 9414.6K $
313Eastman Chemical Co 18914.4K $
314T-Mobile US Inc 6814.3K $
315Vistra Corp 9514.3K $
316Adobe Inc 5814.1K $
317Digital Realty Trust Inc 7713.9K $
318Electronic Arts Inc 6713.7K $
319IDEXX Laboratories Inc 2413.5K $
320Autodesk Inc 5613.4K $
321iShares Trust 16113.3K $
322American Electric Power Co Inc 10113.2K $
323US Foods Holding Corp 14313.2K $
324Coinbase Global Inc 7513.1K $
325Sysco Corp 18313.1K $
326Carlisle Cos Inc 3913K $
327American International Group Inc 17212.9K $
328Republic Services Inc 5912.9K $
329Vulcan Materials Co 4712.8K $
330Cincinnati Financial Corp 8112.7K $
331LPL Financial Holdings Inc 4212.6K $
332Hologic Inc 16712.6K $
333Ingersoll Rand Inc 15712.6K $
334Zoom Communications Inc 15412.4K $
335Exelon Corp 25212.4K $
336Workday Inc 9512.3K $
337Agilent Technologies Inc 10812.3K $
338CVS Health Corp 16812.1K $
339Monster Beverage Corp 16612K $
340SPDR Series Trust 12111.8K $
341iShares Ethereum Trust ETF 74511.8K $
342Old Dominion Freight Line Inc 6011.7K $
343Nasdaq Inc 13811.7K $
344Schwab Emerging Markets Equity ETF 35111.6K $
345Canary XRP ETF 79911.4K $
346VeriSign Inc 4611.4K $
347Air Products and Chemicals Inc 3911.3K $
348Xcel Energy Inc 14111.2K $
349WEC Energy Group Inc 9611.1K $
350Vanguard Small-Cap ETF 4211K $
351United Rentals Inc 1510.9K $
352Vanguard Intermediate-Term Corporate Bond ETF 13210.9K $
353Boston Scientific Corp 17310.9K $
354Williams Cos Inc/The 14910.8K $
355Cloudflare Inc 5210.7K $
356Keysight Technologies Inc 3810.7K $
357Vanguard Charlotte Funds 22010.6K $
358Fidelity National Information Services Inc 22310.5K $
359T Rowe Price Group Inc 11610.5K $
360TransDigm Group Inc 910.4K $
361Fiserv Inc 18110.1K $
362Otis Worldwide Corp 13110.1K $
363Pacer Funds Trust 21710K $
364Synopsys Inc 259.9K $
365Cass Information Systems Inc 2249.9K $
366Schwab International Small-Cap Equity ETF 2109.8K $
367Tractor Supply Co 2169.8K $
368Airbnb Inc 779.7K $
369iShares Core S&P Mid-Cap ETF 1449.7K $
370Roper Technologies Inc 279.6K $
371INVESCO EXCHANGE-TRADED FUND TRUST II 409.5K $
372Dell Technologies Inc 589.5K $
373Cardinal Health, Inc. 459.5K $
374EQT Corp 1499.5K $
375Schwab International Equity ETF 3829.5K $
376Martin Marietta Materials Inc 169.4K $
377Kroger Co/The 1299.3K $
378iShares Trust 1179.3K $
379Becton Dickinson & Co 599.3K $
380iShares Core S&P 500 ETF 149.1K $
381Zimmer Biomet Holdings Inc 1009K $
382Crown Castle Inc 1119K $
383NIKE Inc 1709K $
384Public Service Enterprise Group Inc 1108.9K $
385Fifth Third Bancorp 1908.8K $
386Ventas Inc 1078.8K $
387Chipotle Mexican Grill Inc 2738.7K $
388Block Inc 1458.7K $
389Fortinet Inc 1058.6K $
390Regeneron Pharmaceuticals, Inc. 118.5K $
391Carvana Co 278.5K $
392Vanguard Total Bond Market ETF 1148.4K $
393Alnylam Pharmaceuticals Inc 258.3K $
394iShares iBoxx USD Investment Grade Corporate Bond ETF 758.2K $
395Constellation Energy Corp. 298.1K $
396Northwest Natural Holding Co 1518K $
397Datadog Inc 688K $
398Ameriprise Financial Inc 188K $
399Reliance Inc 267.9K $
400PG&E Corp 4497.9K $