EverSource Wealth Advisors, LLC
Top Portfolio Positions
3,502 positions ·
$1,377,314,475 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 MTLS
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464 | 94 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $521 | 94 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $1,677 | 341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,147 | 163 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,553 | 466 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,628 | 325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,436 | 272 | Shares | Sole | 2024-06-11 | |
| No quarters match your search. | ||||||