EverSource Wealth Advisors, LLC
Top Portfolio Positions
3,502 positions ·
$102,007,276 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
452,375 | $26,703,696 | 26.18% |
| SPY |
Spdr S&P 500 Etf Trust
|
5,380 | $3,498,829 | 3.43% |
| PSLV |
Sprott Physical Silver Trust
|
137,018 | $3,341,869 | 3.28% |
| SLV |
iShares Silver Trust
|
39,943 | $2,721,716 | 2.67% |
| NVDA |
Nvidia Corp
Technology
|
13,698 | $2,388,930 | 2.34% |
| PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | 2.27% |
| AAPL |
Apple Inc.
Technology
|
9,068 | $2,301,366 | 2.26% |
| ARKB |
Ark 21Shares Bitcoin ETF
|
80,435 | $1,808,983 | 1.77% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
4,541 | $1,493,489 | 1.46% |
| SO |
Southern Co
Utilities
|
14,663 | $1,415,272 | 1.39% |
Holdings in GAM
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,052 | 18 | Shares | Sole | 2026-05-18 | |
| No quarters match your search. | ||||||