EverSource Wealth Advisors, LLC
Top Portfolio Positions
3,511 positions ·
$5,092,554,401 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
486,796 | $2,049,566,831 | 40.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
785,467 | $231,052,964 | 4.54% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
663,133 | $194,132,179 | 3.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
150,987 | $138,873,303 | 2.73% | |
| CRM |
Salesforce, Inc.
Technology
|
532,707 | $99,440,406 | 1.95% | |
| CVX |
Chevron Corp
Energy
|
422,243 | $87,362,069 | 1.72% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
423,054 | $57,209,584 | 1.12% | |
| MTB |
M&T Bank Corp
Financial Services
|
196,932 | $40,709,774 | 0.80% | |
| MKL |
Markel Group Inc.
Financial Services
|
21,241 | $40,656,752 | 0.80% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
369,587 | $37,679,389 | 0.74% |
Portfolio Trend
Holdings in GLOO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341 | 279 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,630 | 1,517 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||