EverSource Wealth Advisors, LLC
Top Portfolio Positions
3,511 positions ·
$1,377,442,851 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
254,789 | $64,662,890 | 4.69% | |
| IAU |
Ishares Gold Trust
|
666,445 | $58,753,787 | 4.27% | |
| NVDA |
Nvidia Corp
Technology
|
273,540 | $47,705,368 | 3.46% | |
| MSFT |
Microsoft Corp
Technology
|
95,488 | $35,346,784 | 2.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
121,438 | $34,920,704 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
162,143 | $33,769,512 | 2.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,484 | $32,150,422 | 2.33% | |
| AVGO |
Broadcom Inc.
Technology
|
102,979 | $31,873,021 | 2.31% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
260,401 | $29,013,874 | 2.11% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
452,375 | $26,703,696 | 1.94% |
Portfolio Trend
Holdings in HGTY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,345 | 3,072 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,902 | 1,481 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,554 | 1,458 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,715 | 961 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,793 | 1,194 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,794 | 1,015 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,539 | 938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,464 | 910 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $567 | 62 | Shares | Sole | 2024-06-11 | |
| No 13F history on record for this holder in this stock. | ||||||