Titelia

Holdings of Tulsa Wealth Advisors, INC

130 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.9 % of the equity sleeve

Sector breakdown

  • Technology 12.3 %
  • Financials 5.3 %
  • Funds 3.8 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Energy 2.6 %
  • Communication 2.6 %
  • Consumer staples 2.4 %
  • Industrials 1.7 %
  • Utilities 1.5 %
  • Materials 0.8 %
  • Real estate 0.7 %
  • Unattributed 59.2 %

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
1US130521.2M $100.00 %

Positions

RankCompanySharesValueWeight
101Bank of America Corp 6,801331.6K $
102Norfolk Southern Corp 1,135325.7K $
103Synopsys Inc 816323.5K $
104McDonald's Corp. 1,018316.5K $
105RTX Corp 1,639316.1K $
106ONE Gas Inc 3,629312.5K $
107Devon Energy Corp 6,101307K $
108Cisco Systems, Inc. 3,917303.9K $
109iShares Russell 2000 Growth ETF 966303.1K $
110Mastercard Inc 606302.8K $
111Vanguard S&P 500 ETF 505301.8K $
112O'Reilly Automotive Inc 3,225297.7K $
113Intercontinental Exchange Inc 1,874294.7K $
114Vanguard Mega Cap Growth ETF 791290.6K $
115State Street Spdr Dow Jones Industrial Average Etf Trust 626289.8K $
116Alphabet Inc 997285.9K $
117SPDR Series Trust 3,107284.7K $
118Wisdomtree Artificial Intellig 9,597270.9K $
119iShares Select Dividend ETF 1,789270.9K $
120Select Sector Spdr Trust 5,290261.2K $
121Procter & Gamble Co/The 1,706246.4K $
122iShares Core S&P Mid-Cap ETF 3,536238.8K $
123iShares S&P Small-Cap 600 Growth ETF 1,601231.6K $
124First Trust Exchange-Traded Fund IV 4,683228.1K $
125iShares Core S&P 500 ETF 342223.5K $
126Coca-Cola Co/The 2,757209.7K $
127Schwab Strategic Trust 7,055205.5K $
128Intel Corp 4,596202.8K $
129Ford Motor Co 14,548167.9K $
130Quantum Computing Inc 19,067130.6K $