Position in MAPS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$41,445
-$9,007 QoQ
Shares Held
62,989
+3.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MAPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,415,277 across 139 Software - Application names. MAPS ranks #54 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
|
2,050 | $886,373 |
All Filings in MAPS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,445 | 62,989 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $50,452 | 61,156 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $70,481 | 60,760 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,148 | 60,434 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,282 | 60,427 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $83,162 | 60,263 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52,428 | 60,263 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $62,673 | 60,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $80,149 | 60,263 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $43,389 | 60,263 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $79,547 | 60,263 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $84,064 | 100,316 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $85,168 | 100,316 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $101,319 | 100,316 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $161,508 | 100,316 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $330,039 | 100,316 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||