EverSource Wealth Advisors, LLC
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
Holdings in OFED
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-06-30 | $5,310 | 375 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,937 | 375 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,375 | 375 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,045 | 375 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,122 | 375 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,375 | 375 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,332 | 375 | Shares | Sole | 2022-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||