EverSource Wealth Advisors »

Strategy shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $965k 36k 26.74
2025-06-30 $833k 33k 25.40
2025-03-31 $806k 32k 24.89
2024-12-31 $21k 837 24.73

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Creative Financial Designs
Bare Financial Services
Atria Investments
OneAscent Wealth Management
Change Path
O'Connor Financial Group
LPL Financial
Wealth Enhancement Advisory Services
LVZ Advisors
PAX Financial Group
ValMark Advisers
Strategic Equity Management
Cambridge Investment Research Advisors

View all funds holding Strategy