EverSource Wealth Advisors, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1710537
BIRMINGHAM, AL
Position in EXPD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$246,924
+$64,839 QoQ
Shares Held
1,724
+41.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,672,658 across 15 Integrated Freight & Logistics names. EXPD ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
6,055 | $1,737,839 | |
| 2 | UPS |
United Parcel Service Inc
|
16,391 | $1,612,537 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
6,303 | $1,335,599 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,539 | $255,574 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
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|
1,724 | $246,924 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
8,729 | $219,704 | |
| 7 | LSTR |
Landstar System Inc
|
1,256 | $201,341 | |
| 8 | GXO |
GXO Logistics, Inc.
|
322 | $16,691 |
All Filings in EXPD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,924 | 1,724 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $182,085 | 1,222 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $127,491 | 1,040 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,158 | 1,113 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $103,173 | 858 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $823,682 | 7,436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $960,663 | 7,311 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $916,831 | 7,347 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $888,917 | 7,312 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $920,418 | 7,236 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $826,825 | 7,213 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $873,104 | 7,208 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $63,098 | 573 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $60,169 | 579 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $78,772 | 892 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $73,483 | 754 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,776 | 56 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,176 | 46 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||