EverSource Wealth Advisors, LLC
Top Portfolio Positions
2,939 positions ·
$362,982,598 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
721,672 | $58,578,115 | 16.14% |
| NVDA |
Nvidia Corp
Technology
|
211,895 | $39,518,415 | 10.89% |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
429,503 | $32,741,013 | 9.02% |
| AAPL |
Apple Inc.
Technology
|
120,196 | $32,676,479 | 9.00% |
| AMAT |
Applied Materials Inc /De
Technology
|
56,464 | $14,510,678 | 4.00% |
| FANG |
Diamondback Energy, Inc.
Energy
|
67,424 | $10,135,845 | 2.79% |
| PFN |
PIMCO Income Strategy Fund II
Financial Services
|
1,065,739 | $7,993,042 | 2.20% |
| CVX |
Chevron Corp
Energy
|
35,754 | $5,449,261 | 1.50% |
| SLV |
iShares Silver Trust
|
63,728 | $4,105,357 | 1.13% |
| GLD |
Spdr Gold Trust
|
10,184 | $4,036,019 | 1.11% |
Portfolio Trend
Holdings in EVC
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,302 | 786 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,891 | 812 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,822 | 786 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $63 | 30 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,870 | 796 | Shares | Sole | 2025-02-10 | |
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