EverSource Wealth Advisors, LLC
Position in SIMO — Silicon Motion Technology CORP
CIK 1710537
BIRMINGHAM, AL
Position in SIMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$248,328
+$118,187 QoQ
Shares Held
745
-35.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#297
of 383 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIMO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $122,867,922 across 53 Semiconductors names. SIMO ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
242,540 | $48,529,822 | |
| 2 | AVGO |
Broadcom Inc.
|
87,009 | $32,867,643 | |
| 3 | MU |
Micron Technology Inc
|
10,987 | $12,682,178 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
11,542 | $6,704,858 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,211 | $4,876,461 | |
| 6 | INTC |
Intel Corp
|
27,473 | $3,836,047 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,797 | $1,625,593 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,887 | $1,455,784 |
All Filings in SIMO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,328 | 745 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $130,141 | 1,159 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $60,068 | 648 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59,634 | 629 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,748 | 582 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,920 | 216 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,134 | 206 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,329 | 203 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,601 | 205 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,617 | 177 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,021 | 33 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $410 | 8 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $646 | 9 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $589 | 9 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $584 | 9 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||