Titelia

Holdings of INVESTED ADVISORS

129 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.3 % of the equity sleeve

Sector breakdown

  • Funds 16.5 %
  • Technology 11.2 %
  • Health care 6.6 %
  • Financials 3.6 %
  • Communication 3.5 %
  • Consumer staples 2.7 %
  • Consumer discretionary 2.2 %
  • Industrials 1.8 %
  • Materials 0.7 %
  • Energy 0.7 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 49.8 %

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 98.7 %
  • NL 0.5 %
  • TW 0.4 %
  • GB 0.3 %
  • BR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US12494.8M $98.74 %
2NL2474.6K $0.49 %
3TW1374.4K $0.39 %
4GB1298.6K $0.31 %
5BR160.8K $0.06 %

Positions

RankCompanySharesValueWeight
1iShares Core U.S. Aggregate Bond ETF 51,5535.1M $
2iShares Short-Term National Muni Bond ETF 45,4894.8M $
3iShares Core S&P 500 ETF 6,0123.9M $
4ISHARES CORE 1-5 YEAR USD BO 74,8383.6M $
5iShares Trust 50,2303.4M $
6Apple Inc 12,8563.3M $
7abrdn Bloomberg All Commodity Strategy K-1 Free ETF 120,0102.9M $
8iShares Russell 1000 Growth ETF 6,7762.9M $
9iShares Trust 13,0052.8M $
10Microsoft Corp 5,4142M $
11SPDR Series Trust 24,0321.8M $
12Alphabet Inc 6,0471.7M $
13iShares Core High Dividend ETF 12,2201.7M $
14Johnson & Johnson 6,7791.7M $
15iShares National Muni Bond ETF 15,5721.7M $
16WisdomTree US SmallCap Dividen 41,3001.5M $
17iShares Trust 34,6481.5M $
18NVIDIA Corp 7,7401.3M $
19Broadcom Inc 3,9721.2M $
20SPDR Series Trust 8,6781.1M $
21Invesco S&P 500 Equal Weight ETF 5,163990.9K $
22iShares Core MSCI Emerging Markets ETF 14,118984.7K $
23PIMCO 0-5 Year High Yield Corp 10,372967.4K $
24JPMorgan Chase & Co 3,200941.3K $
25iShares Core MSCI Europe ETF 11,889835.4K $
26iShares Trust 10,092833.3K $
27State Street SPDR Portfolio Long Term Treasury ETF 31,180820K $
28Eli Lilly & Co 891819.5K $
29Amazon.com Inc 3,853802.5K $
30iShares Trust 34,229784.2K $
31Cisco Systems, Inc. 9,782759K $
32iShares Select Dividend ETF 4,814728.9K $
33iShares Core MSCI Pacific ETF 9,049692.3K $
34AbbVie Inc 3,147684.4K $
35Verizon Communications Inc 13,592682.3K $
36Costco Wholesale Corp 651648.7K $
37Vanguard High Dividend Yield E 4,318639.6K $
38Hershey Co/The 3,043632.6K $
39Alliancebernstein Global High Income Fund Inc. 61,889629.4K $
40Tortoise Energy Infrastructure 12,573626.8K $
41Chevron Corp 3,008622.4K $
42Novartis AG 3,851588.2K $
43Host Hotels & Resorts Inc 30,438583.2K $
44Vertiv Holdings Co 2,319581.1K $
45Visa Inc 1,832553.7K $
46Vanguard Real Estate ETF 6,127543.5K $
47iShares Core MSCI EAFE ETF 5,919535.8K $
48iShares Trust 10,388526K $
49iShares Morningstar Growth ETF 5,408516.4K $
50Gilead Sciences Inc 3,648508.4K $
51Schwab Strategic Trust 17,372506K $
52Vanguard S&P 500 ETF 823491.9K $
53Exelon Corp 9,951487.8K $
54Meta Platforms Inc 838479.4K $
55WisdomTree Trust 9,500472.1K $
56Amgen Inc 1,328467.3K $
57iShares Broad USD High Yield Corporate Bond ETF 12,577463.3K $
58iShares Russell Mid-Cap Value 3,152459.4K $
59FNB Corp/PA 27,403458.2K $
60Caterpillar Inc 641454.1K $
61iShares Emerging Markets Divid 13,116450.9K $
62Bristol-Myers Squibb Co 7,389448.1K $
63iShares Russell 2000 Value ETF 2,352445.9K $
64American Express Co 1,464442.8K $
65iShares Core Dividend Growth ETF 6,131430.3K $
66Procter & Gamble Co/The 2,897418.4K $
67iShares Trust 3,252416.6K $
68Vanguard Whitehall Funds 4,377412.5K $
69Walmart Inc 3,282407.9K $
70Tesla Inc 1,084403K $
71iShares Russell 2000 Growth ETF 1,266397.3K $
72Quanta Services Inc 719394.7K $
73iShares MSCI USA Min Vol Factor ETF 4,207390.2K $
74International Business Machines Corp. 1,558377.6K $
75Prudential Financial, Inc. 3,843375.4K $
76Taiwan Semiconductor Manufacturing Co Ltd 1,108374.4K $
77Schwab Fundamental U.S. Large Company ETF 13,345371.7K $
78Berkshire Hathaway Inc 760364.2K $
79QUALCOMM Inc 2,817362.8K $
80McKesson Corp 418361.7K $
81iShares iBoxx USD Investment Grade Corporate Bond ETF 3,303359.9K $
82iShares Core MSCI Total International Stock ETF 4,049350.8K $
83Deere & Co 597336.3K $
84HA Sustainable Infrastructure Capital Inc 9,104334.6K $
85Clearway Energy Inc 8,508334.3K $
86Bank of America Corp 6,856334.2K $
87Hewlett Packard Enterprise Co 13,371318.4K $
88iShares Trust 1,635313.6K $
89Ford Motor Co 26,432305K $
90Fidelity Total Bond ETF 6,653303.5K $
91GLOBAL X FUNDS 16,408301.9K $
92Lam Research Corp 1,404300K $
93GSK PLC 5,411298.6K $
94Home Depot Inc/The 896294.7K $
95iShares MSCI EAFE Min Vol Factor ETF 3,209293.2K $
96GOLUB CAPITAL BDC INC 21,927277.6K $
97State Street SPDR Portfolio Intermediate Term Treasury ETF 9,511272.6K $
98iShares Trust 3,294262.1K $
99Marriott International Inc/MD 801262K $
100Merck & Co Inc 2,172261.3K $