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EverSource Wealth Advisors, LLC

CIK
1710537
City
BIRMINGHAM
State / Country
AL

Top Portfolio Positions

3,508 positions · $1,380,732,421 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

18 quarters · across all stocks

Holdings in TKC

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $210,044 34,834
2025-12-31 $112,355 20,541
2025-09-30 $121,927 20,254
2025-06-30 $135,263 22,358
2025-03-31 $91,631 14,732
2024-12-31 $93,500 14,363
2024-09-30 $102,083 14,838
2024-06-30 $181,924 24,001
2024-03-31 $120,530 23,224
2023-12-31 $102,676 21,347
2023-09-30 $92,362 19,527
2023-06-30 $69,278 19,406
2023-03-31 $83,445 19,406
2022-12-31 $92,954 19,406
2022-09-30 $42,577 16,007