Holdings

EverSource Wealth Advisors, LLC

As of Jun 30, 2026, EverSource Wealth Advisors, LLC reported 3,188 positions worth US$1.17B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc192KUS$55.5M−63,139Jun 30, 2026
Alphabet Inc (google) Class C154KUS$55.2M−40,402Jun 30, 2026
Nvidia Corporation243KUS$48.5M−31,000Jun 30, 2026
Applied Materials, Inc.51,878US$37.5M−4,215Jun 30, 2026
Tesla, Inc.81,299US$34.2M−5,185Jun 30, 2026
Amazon.com, Inc.141KUS$33.5M−21,619Jun 30, 2026
Broadcom Inc.87,009US$32.9M−15,970Jun 30, 2026
Apollo Global Management, Inc. (new)254KUS$30.1M−6,009Jun 30, 2026
Microsoft Corp.80,326US$30M−15,162Jun 30, 2026
Asml Holding Nv14,139US$28.1M−919Jun 30, 2026