Titelia

Holdings of Crusonia Wealth Advisors LLC

169 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.9 % of the equity sleeve

Sector breakdown

  • Technology 5.8 %
  • Funds 5.1 %
  • Financials 2.4 %
  • Consumer staples 1.3 %
  • Communication 1.3 %
  • Consumer discretionary 0.9 %
  • Industrials 0.8 %
  • Health care 0.8 %
  • Energy 0.5 %
  • Materials 0.1 %
  • Unattributed 81.1 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US169439M $100.00 %

Positions

RankCompanySharesValueWeight
101Schwab International Equity ETF 22,170548.7K $
102Vanguard Real Estate ETF 6,038535.6K $
103Honeywell International Inc 2,329526.4K $
104First Trust Exchange-Traded Fund VIII 17,052517K $
105Starwood Property Trust Inc 30,016516.9K $
106First Trust Exchange-Traded Fund VIII 20,000514.9K $
107Caterpillar Inc 713505.1K $
108iShares Russell 1000 Growth ETF 1,172499.7K $
109American Express Co 1,605485.4K $
110iShares International Treasury 11,749482.4K $
111Vanguard Admiral Funds Inc. 3,698462.4K $
112GE Vernova Inc 524457.1K $
113Schwab Fundamental International Equity Etf 9,094445K $
114Invesco S&P 500 Equal Weight ETF 2,282438K $
115General Electric Co 1,535435.7K $
116Target Corp 3,549430.2K $
117iShares S&P Mid-Cap 400 Value ETF 3,126414.2K $
118First Trust Exchange-Traded Fund VIII 7,567404K $
119Merck & Co Inc 3,190383.7K $
120iShares Trust 2,397382.5K $
121iShares TIPS Bond ETF 3,407376K $
122First Trust Exchange-Traded Fund VIII 6,711374.8K $
123Walmart Inc 2,988371.3K $
124First Trust Exchange-Traded Fund 7,286370.1K $
125State Street SPDR S&P Dividend ETF 2,536370.1K $
126First Trust Exchange-Traded Fund VIII 10,820363.1K $
127Morgan Stanley 2,200362.1K $
128BlackRock ETF Trust 6,210361.3K $
129iShares iBonds Dec 2027 Term C 14,890360.9K $
130Procter & Gamble Co/The 2,447353.4K $
131Vanguard Index Funds 1,601347.8K $
132iShares iBonds Dec 2028 Term C 13,655345.9K $
133McKesson Corp 394341.4K $
134SOUTHSTATE BANK CORP 3,673339.8K $
135ProShares UltraPro Short QQQ 4,115331.2K $
136Vanguard High Dividend Yield E 2,164320.5K $
137Coca-Cola Co/The 4,159316.3K $
138Schwab International Dividend Equity ETF 9,965315.5K $
139SELECT SECTOR SPDR TRUST (THE) 2,284303.6K $
140iShares Core 60/40 Balanced Al 4,647299K $
141Automatic Data Processing Inc 1,463297.2K $
142First Trust Exchange-Traded Fund VIII 7,275286.8K $
143ALPS ETF Trust 5,415285.1K $
144iShares Trust 2,913283.3K $
145Abbott Laboratories 2,735280.8K $
146SPDR Gold Shares 644277.1K $
147iShares ESG Aware MSCI EAFE ETF 2,879275.3K $
148Lam Research Corp 1,275272.5K $
149Vertex Pharmaceuticals Inc 604269.7K $
150Schwab U.S. Small-Cap ETF 9,064263.6K $
151AbbVie Inc 1,207262.5K $
152Vanguard Index Funds 865261.6K $
153Cisco Systems, Inc. 3,289255.2K $
154RTX Corp 1,308252.4K $
155Newmont Corp 2,297248.7K $
156Simplify Barrier Income ETF 10,094247.7K $
157Micron Technology Inc 729246.3K $
158iShares iBonds Dec 2029 Term C 10,506244.4K $
159Bank of America Corp 4,582223.4K $
160iShares iBonds Dec 2026 Term C 9,031218.9K $
161Vanguard World Fund 685213.8K $
162Vanguard International Dividend Appreciation ETF 2,383210.8K $
163Schwab Strategic Trust 7,183209.2K $
164Citigroup Inc 1,842208.9K $
165Advanced Micro Devices Inc 1,026208.8K $
166Applied Materials Inc 608207.9K $
167First Trust Exchange-Traded Fund VIII 8,550203.1K $
168Welltower Inc 1,017201K $
169Tigo Energy Inc 11,51243.3K $