EverSource Wealth Advisors, LLC
Top Portfolio Positions
3,504 positions ·
$1,385,098,647 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
254,789 | $64,662,890 | 4.67% | |
| IAU |
Ishares Gold Trust
|
666,445 | $58,753,787 | 4.24% | |
| NVDA |
Nvidia Corp
Technology
|
273,540 | $47,705,368 | 3.44% | |
| MSFT |
Microsoft Corp
Technology
|
95,488 | $35,346,784 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
121,438 | $34,920,704 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
162,143 | $33,769,512 | 2.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,484 | $32,150,422 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
102,979 | $31,873,021 | 2.30% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
260,401 | $29,013,874 | 2.09% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
452,375 | $26,703,696 | 1.93% |
Portfolio Trend
18 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,048 | 404 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $40,543 | 325 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33,266 | 247 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,686 | 222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,639 | 114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,618 | 104 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,546 | 93 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,875 | 93 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,476 | 79 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,020 | 57 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $782 | 8 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,785 | 15 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,919 | 15 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,544 | 30 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,653 | 101 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,084 | 101 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,913 | 101 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,726 | 101 | Shares | Sole | 2022-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||