EverSource Wealth Advisors, LLC

CIK

1710537

City

BIRMINGHAM

State / Country

AL

Stock

JLS — Nuveen Mortgage & Income Fund/MA/

Top Portfolio Positions

3,501 positions · $1,374,335,442 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	254,789	$64,662,890	4.71%
IAU	Ishares Gold Trust	666,445	$58,753,787	4.28%
NVDA	Nvidia Corp Technology	273,540	$47,705,368	3.47%
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	2.46%
TSLA	Tesla, Inc. Consumer Cyclical	86,484	$32,150,422	2.34%
AVGO	Broadcom Inc. Technology	102,979	$31,873,021	2.32%
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

18 quarters · across all stocks

Holdings in JLS

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,065	500	0.0%	Shares	Sole	2026-05-18
2025-12-31	$9,095	500	0.0%	Shares	Sole	2026-02-06
2025-09-30	$9,360	500	0.0%	Shares	Sole	2025-11-10
2025-06-30	$9,370	500	0.0%	Shares	Sole	2025-08-13
2025-03-31	$9,385	500	0.0%	Shares	Sole	2025-05-13
2024-12-31	$9,000	500	0.0%	Shares	Sole	2025-02-10
2024-09-30	$9,215	500	0.0%	Shares	Sole	2024-11-08
2024-06-30	$9,010	500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$8,880	500	0.0%	Shares	Sole	2024-06-11
2023-12-31	$8,440	500	0.0%	Shares	Sole	2024-02-09
2023-09-30	$7,940	500	0.0%	Shares	Sole	2023-11-03
2023-06-30	$8,060	500	0.0%	Shares	Sole	2023-08-04
2023-03-31	$7,980	500	0.0%	Shares	Sole	2023-05-11
2022-12-31	$8,090	500	—	Shares	Sole	2023-02-09
No 13F history on record for this holder in this stock.