Skip to main content
Equibles

EverSource Wealth Advisors, LLC

Position in THW — abrdn World Healthcare Fund

CIK 1710537 BIRMINGHAM, AL
Back to THW Full portfolio

Position in THW

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$100,500
+$12,975 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 77 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in THW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. THW ranks #37 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 254,392 $30,097,113
2 KKR
KKR & Co. Inc.
 108,313 $9,940,961
3 BX
Blackstone Inc.
 63,714 $7,497,219
4 PSLV
Sprott Physical Silver Trust
 167,767 $3,165,763
5 PHYS
Sprott Physical Gold Trust
 82,485 $2,488,572
6 CEF
Sprott Physical Gold & Silver Trust
 29,499 $1,186,744
7 BLK
BlackRock, Inc.
 1,156 $1,111,559
8 AMP
Ameriprise Financial Inc
 1,713 $785,851

All Filings in THW

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $100,500 7,500
2026-03-31 $87,525 7,500
2025-12-31 $95,850 7,500
2025-09-30 $94,500 7,500
2025-06-30 $76,950 7,500
2025-03-31 $86,475 7,500
2024-12-31 $66,060 6,000
2024-09-30 $79,620 6,000
2024-06-30 $72,215 5,500