Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

EverSource Wealth Advisors

Latest statistics and disclosures from EverSource Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VUG, VTV, AAPL, IAU, and represent 16.48% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SOVF (+$13M), IAU (+$12M), BIL (+$6.2M), VUG, VTV, DCOR, VEA, IYW, IVV, SKYY.
Started 301 new stock positions in Bloom Energy Corp, LEGN, CLBK, CRSR, DSX.WS, GSSC, QURE, PLL, ATR, IXC.
Reduced shares in these 10 stocks: GLD (-$7.4M), PXD (-$7.0M), XLE (-$5.1M), DFAC, TIP, UHAL, VTI, EFA, QCOM, BRDG.
Sold out of its positions in Abcam Plc Ads, ACCO, AMC, Activision Blizzard, ADEA, ASIX, Akumin, ALEC, ALEX, DRLL.
EverSource Wealth Advisors was a net buyer of stock by $56M.
EverSource Wealth Advisors has $1.1B in assets under management (AUM), dropping by 15.80%.
Central Index Key (CIK): 0001710537

Tip: Access up to 7 years of quarterly data

Positions held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for EverSource Wealth Advisors

EverSource Wealth Advisors holds 2640 positions in its portfolio as reported in the December 2023 quarterly 13F filing

EverSource Wealth Advisors has 2640 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors Dec. 31, 2023 positions
Download the EverSource Wealth Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.0	$43M	+7%	904k	47.90	View chart
Vanguard Growth Etf Etf (VUG)	3.9	$42M	+12%	136k	310.88	View chart
Vanguard Value Etf Etf (VTV)	3.0	$33M	+14%	221k	149.50	View chart
Apple Stock (AAPL)	3.0	$32M	+2%	169k	192.53	View chart
iShares Gold Trust ETF Etf (IAU)	2.6	$29M	+68%	737k	39.03	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.2	$24M	+6%	313k	77.37	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.9	$21M	+41%	230k	91.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.9	$21M		121k	170.40	View chart
Vanguard Health Care Etf Etf (VHT)	1.7	$19M		74k	250.70	View chart
Microsoft Corp Stock (MSFT)	1.6	$17M	+5%	46k	376.03	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$16M		36k	436.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.4	$15M	-9%	65k	237.22	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$14M	+8%	334k	41.10	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$14M	+4%	97k	139.69	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	1.2	$13M	NEW	456k	28.38	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.1	$12M	+12%	243k	49.36	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	1.1	$12M		555k	21.01	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$12M	+12%	151k	77.02	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$12M	-18%	392k	29.23	View chart
Progressive Corp Stock (PGR)	1.0	$11M		69k	159.29	View chart
Amazon Stock (AMZN)	1.0	$11M	+6%	71k	151.94	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$9.8M	+3%	47k	208.24	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$9.4M	+26%	20k	477.63	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.8	$9.1M	+3%	197k	46.36	View chart
Broadcom Stock (AVGO)	0.8	$9.1M	+2%	8.2k	1116.27	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$8.5M		60k	140.93	View chart
Kkr & Co Stock (KKR)	0.8	$8.2M	-3%	99k	82.85	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.8	$8.2M		252k	32.66	View chart
Applied Matls Stock (AMAT)	0.7	$7.9M	+3%	49k	162.07	View chart
Graphic Packaging Hldg Stock (GPK)	0.7	$7.7M	+6%	311k	24.65	View chart
Amgen Stock (AMGN)	0.7	$7.7M		27k	288.03	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.7	$7.2M		36k	199.75	View chart
Autozone Stock (AZO)	0.7	$7.1M		2.8k	2585.50	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$7.0M	-17%	93k	75.35	View chart
Chevron Corp Stock (CVX)	0.6	$6.9M	+4%	46k	149.14	View chart
Home Depot Stock (HD)	0.6	$6.8M		20k	346.55	View chart
Ppg Inds Stock (PPG)	0.6	$6.6M	+5%	44k	149.54	View chart
Blackstone Stock (BX)	0.6	$6.4M	-8%	49k	130.86	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$6.4M	+18%	118k	53.82	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.6	$6.3M		298k	21.17	View chart
D R Horton Stock (DHI)	0.6	$6.3M	-4%	41k	152.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$6.3M	-12%	96k	65.06	View chart
Nvidia Corporation Stock (NVDA)	0.6	$6.1M	+9%	12k	495.22	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.6	$6.1M	+16%	72k	85.34	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.6	$6.0M	+15%	116k	52.10	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$5.7M	+13%	16k	353.96	View chart
Berry Global Group Stock (BERY)	0.5	$5.5M	+4%	82k	67.39	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.5	$5.5M	+12%	74k	74.57	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$5.5M	+8%	72k	76.38	View chart
Costco Whsl Corp Stock (COST)	0.5	$5.4M		8.1k	660.07	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$5.4M	+8%	90k	59.32	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.5	$5.2M	+7%	725k	7.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$5.1M	+11%	14k	356.65	View chart
Conocophillips Stock (COP)	0.5	$5.0M	-6%	43k	116.07	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$5.0M	-7%	90k	54.98	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.4	$4.9M		136k	35.96	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.4	$4.7M		91k	51.83	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$4.7M		126k	37.22	View chart
Rb Global Stock (RBA)	0.4	$4.6M	+36%	68k	66.90	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.4	$4.5M	-3%	17k	259.51	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.4	$4.5M	+3%	41k	109.37	View chart
Tesla Stock (TSLA)	0.4	$4.5M	+4%	18k	248.48	View chart
Crown Hldgs Stock (CCK)	0.4	$4.4M	-3%	47k	92.10	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$4.3M	-4%	26k	170.10	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$4.3M	+96%	35k	122.75	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$4.1M		51k	81.55	View chart
Inspire International Etf Etf (WWJD)	0.4	$4.1M	+22%	140k	29.58	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.4	$4.1M	+3%	16k	255.25	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$4.0M		8.3k	475.30	View chart
Lkq Corp Stock (LKQ)	0.4	$3.9M	+3%	81k	47.79	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.4	$3.8M	-3%	26k	145.01	View chart
Inspire 100 Etf Etf (BIBL)	0.4	$3.8M	+10%	110k	34.90	View chart
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)	0.3	$3.7M	+41%	96k	38.21	View chart
Dimensional International Value Etf Etf (DFIV)	0.3	$3.6M		106k	34.36	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$3.6M	-6%	47k	76.13	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.3	$3.6M	+14%	85k	42.40	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.3	$3.3M	+12%	68k	48.32	View chart
Visa Inc Com Cl A Stock (V)	0.3	$3.2M	+6%	12k	260.35	View chart
Masco Corp Stock (MAS)	0.3	$3.2M	+2%	48k	66.98	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$3.2M	+8%	31k	102.88	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$3.2M	-8%	25k	124.97	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$3.2M	+73%	7.7k	409.54	View chart
Fedex Corp Stock (FDX)	0.3	$3.2M	-5%	13k	253.00	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.3	$3.1M	NEW	59k	53.48	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.3	$3.0M	-13%	108k	27.99	View chart
Palo Alto Networks Stock (PANW)	0.3	$3.0M	+9%	10k	294.87	View chart
Merck & Co Stock (MRK)	0.3	$3.0M	-21%	27k	109.02	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$2.9M		55k	52.33	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.3	$2.8M	+35%	58k	47.93	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$2.8M	+8%	44k	62.49	View chart
Walmart Stock (WMT)	0.3	$2.7M	+10%	17k	157.65	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$2.6M	+51%	44k	59.62	View chart
Abbott Labs Stock (ABT)	0.2	$2.6M	+10%	24k	110.06	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$2.6M	+26%	78k	33.12	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$2.6M	-6%	14k	179.97	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$2.6M	+16%	51k	50.62	View chart
Deere & Co Stock (DE)	0.2	$2.4M	-4%	6.1k	401.40	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.2	$2.3M	+5%	67k	34.70	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.2	$2.3M		40k	57.65	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$2.3M		55k	41.83	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.2	$2.3M	+149%	29k	79.34	View chart
Adobe Stock (ADBE)	0.2	$2.3M		3.8k	596.62	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.3M		44k	52.10	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.2M		22k	103.45	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.2M	-15%	28k	81.28	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$2.2M	+5%	87k	25.53	View chart
Bank America Corp Stock (BAC)	0.2	$2.2M	-5%	65k	33.61	View chart
Servisfirst Bancshares Stock (SFBS)	0.2	$2.1M		32k	66.63	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.0M	-2%	4.7k	426.51	View chart
Netflix Stock (NFLX)	0.2	$1.9M	-4%	3.9k	486.90	View chart
Occidental Pete Corp Stock (OXY)	0.2	$1.9M	-3%	32k	59.71	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.9M		6.3k	296.50	View chart
Southern Stock (SO)	0.2	$1.9M	+88%	27k	70.13	View chart
Clean Harbors Stock (CLH)	0.2	$1.8M		11k	174.51	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.2	$1.8M	+7%	38k	47.01	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.8M		3.1k	582.93	View chart
Tjx Cos Stock (TJX)	0.2	$1.8M		19k	93.82	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$1.7M	+36%	30k	58.33	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.2	$1.7M	NEW	20k	87.67	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$1.7M	-32%	15k	111.63	View chart
Avantis International Equity Etf Etf (AVDE)	0.2	$1.7M		28k	60.43	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$1.7M	-5%	16k	105.43	View chart
Qualcomm Stock (QCOM)	0.2	$1.7M	-46%	12k	144.63	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.7M	-28%	4.3k	385.76	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.6M	-6%	3.2k	507.38	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.1	$1.6M	+209%	57k	28.61	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.6M	+6%	3.1k	526.46	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.6M		3.00	542625.00	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$1.6M	+16%	46k	35.34	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.6M	+2358%	15k	105.23	View chart
Salesforce Stock (CRM)	0.1	$1.6M	+7%	6.1k	263.15	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.6M	+4%	65k	24.42	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.6M	-17%	18k	87.23	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$1.5M	-82%	8.0k	191.17	View chart
Marathon Digital Holdings Stock (MARA)	0.1	$1.5M	+6221%	65k	23.49	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.5M	+15%	9.2k	165.25	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.5M	+4%	5.4k	277.15	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.5M	+5%	4.3k	350.92	View chart
Visteon Corp Stock (VC)	0.1	$1.5M	+132566%	12k	124.90	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	0.1	$1.5M		32k	46.41	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.4M	+12%	48k	29.84	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.4M	+19%	13k	108.58	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.4M	+3%	20k	68.80	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.4M	-10%	8.8k	156.74	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.3M	+3%	4.5k	303.17	View chart
Pepsico Stock (PEP)	0.1	$1.3M	-2%	7.8k	173.40	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$1.3M	+36%	26k	51.26	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.3M	-2%	6.0k	219.57	View chart
Oracle Corp Stock (ORCL)	0.1	$1.3M		12k	105.43	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.2M		28k	43.85	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.2M	-2%	12k	99.98	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.2M	+43%	22k	55.41	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.2M	+2%	13k	96.00	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.1M	+11%	7.6k	147.19	View chart
U Haul Holding Company Stock (UHAL)	0.1	$1.1M	-63%	15k	71.80	View chart
Boeing Stock (BA)	0.1	$1.1M		4.2k	260.65	View chart
Morgan Stanley Stock (MS)	0.1	$1.1M	+5%	12k	93.25	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.1M	+57%	11k	94.08	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.1M	-6%	23k	46.07	View chart
Procter And Gamble Stock (PG)	0.1	$1.1M		7.2k	146.54	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.0M	+6%	7.1k	147.42	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$1.0M		858.00	1205.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.0M	-6%	17k	57.96	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$995k	+21%	40k	24.96	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$986k	+10%	9.1k	108.33	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$977k	+723%	24k	40.25	View chart
Marathon Pete Corp Stock (MPC)	0.1	$960k		6.5k	148.38	View chart
Jabil Stock (JBL)	0.1	$942k		7.4k	127.33	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$930k	+34%	4.2k	223.39	View chart
Wells Fargo Stock (WFC)	0.1	$921k	+4%	19k	49.22	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$920k		7.2k	127.20	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$914k	+8%	18k	51.05	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$896k		16k	56.38	View chart
Republic Svcs Stock (RSG)	0.1	$891k		5.4k	164.91	View chart
Linde Stock (LIN)	0.1	$883k	+3%	2.1k	410.70	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$878k	+339%	6.4k	136.38	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$877k		8.4k	104.00	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.1	$872k		44k	20.03	View chart
Pioneer Nat Res Stock (PXD)	0.1	$862k	-89%	3.8k	224.89	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$861k	+199%	17k	50.58	View chart
Cvs Health Corp Stock (CVS)	0.1	$860k	-37%	11k	78.96	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$840k	+50%	17k	48.45	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$837k	+40%	4.2k	200.68	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$836k	+253%	33k	25.66	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$811k		7.0k	115.56	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$806k	-22%	12k	66.49	View chart
Bridge Invt Group Hldgs Inc Com Cl A Stock (BRDG)	0.1	$799k	-58%	82k	9.78	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$798k	+2%	4.2k	189.47	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$796k	+9%	11k	75.10	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$780k	+6%	7.2k	108.41	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$778k	+6%	8.7k	89.76	View chart
Mckesson Corp Stock (MCK)	0.1	$763k		1.6k	463.00	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.1	$758k	+155%	12k	61.53	View chart
Eog Res Stock (EOG)	0.1	$756k	-16%	6.2k	120.95	View chart
Abbvie Stock (ABBV)	0.1	$753k	-45%	4.9k	154.96	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$748k	+16%	26k	28.89	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$739k	-87%	8.8k	83.84	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$738k	NEW	7.4k	100.27	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$738k	+14%	29k	25.73	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.1	$736k	-3%	15k	49.72	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$732k	+823%	11k	64.93	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$722k	+38%	9.8k	73.55	View chart
Quest Diagnostics Stock (DGX)	0.1	$716k		5.2k	137.86	View chart
Cisco Sys Stock (CSCO)	0.1	$711k	+4%	14k	50.52	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$710k	+9%	21k	34.27	View chart
Caterpillar Stock (CAT)	0.1	$700k		2.4k	295.65	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$696k	-4%	1.3k	530.79	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$692k	-4%	6.6k	105.01	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$678k	+167%	12k	55.90	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$676k	-16%	18k	37.60	View chart
Lowes Cos Stock (LOW)	0.1	$675k	+29%	3.0k	222.56	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$661k	+242%	9.4k	70.35	View chart
Ishares Global Reit Etf Etf (REET)	0.1	$657k	-30%	27k	24.18	View chart
Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE)	0.1	$655k	-28%	29k	22.82	View chart
Disney Walt Stock (DIS)	0.1	$636k	-33%	7.0k	90.30	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$634k		12k	51.63	View chart
Coca Cola Stock (KO)	0.1	$630k	+9%	11k	58.93	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$627k		22k	28.30	View chart
Rtx Corporation Stock (RTX)	0.1	$627k	+19%	7.5k	84.13	View chart
Phillips 66 Stock (PSX)	0.1	$627k		4.7k	133.14	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.1	$626k	+3%	12k	51.06	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$626k	+3%	4.0k	157.24	View chart
Valero Energy Corp Stock (VLO)	0.1	$616k		4.7k	130.00	View chart
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC)	0.1	$610k	-44%	11k	56.57	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$601k		5.1k	117.12	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$595k	+3%	21k	28.23	View chart
Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE)	0.1	$590k	-48%	26k	22.64	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$582k	+16%	22k	26.45	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$579k	-45%	5.8k	99.25	View chart
Union Pac Corp Stock (UNP)	0.1	$576k	+4%	2.3k	245.61	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$564k	-11%	8.8k	63.75	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.1	$558k	-4%	8.4k	66.38	View chart
Pool Corp Stock (POOL)	0.1	$556k	-6%	1.4k	398.10	View chart
Packaging Corp Amer Stock (PKG)	0.1	$553k		3.4k	162.92	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$546k	+8%	721.00	757.00	View chart
American Express Stock (AXP)	0.1	$546k	+7%	2.9k	187.34	View chart
Cyberark Software Stock (CYBR)	0.0	$543k		2.5k	219.05	View chart
Pfizer Stock (PFE)	0.0	$536k	-9%	19k	28.79	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$531k	-15%	3.9k	135.85	View chart
Elevance Health Stock (ELV)	0.0	$530k	+6%	1.1k	471.57	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.0	$523k	+642%	23k	22.69	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$515k	-25%	5.3k	96.88	View chart
Dollar Gen Corp Stock (DG)	0.0	$512k	+4%	3.8k	135.95	View chart
Servicenow Stock (NOW)	0.0	$511k	+41%	723.00	706.44	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$502k	-10%	15k	34.46	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.0	$501k	-12%	11k	44.51	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.0	$500k		9.6k	52.18	View chart
Duke Energy Corp Stock (DUK)	0.0	$483k	+59%	5.0k	97.00	View chart
Philip Morris Intl Stock (PM)	0.0	$482k	+5%	5.1k	94.08	View chart
Devon Energy Corp Stock (DVN)	0.0	$480k	-17%	11k	45.30	View chart

Past Filings by EverSource Wealth Advisors

SEC 13F filings are viewable for EverSource Wealth Advisors going back to 2021

EverSource Wealth Advisors 2023 Q4 filed Feb. 9, 2024
EverSource Wealth Advisors 2023 Q3 filed Nov. 3, 2023
EverSource Wealth Advisors 2023 Q2 filed Aug. 4, 2023
EverSource Wealth Advisors 2023 Q1 filed May 11, 2023
EverSource Wealth Advisors 2022 Q4 filed Feb. 9, 2023
EverSource Wealth Advisors 2022 Q3 filed Nov. 7, 2022
EverSource Wealth Advisors 2022 Q2 filed Aug. 1, 2022
EverSource Wealth Advisors 2022 Q1 filed May 25, 2022
EverSource Wealth Advisors 2021 Q4 restated filed Feb. 17, 2022
EverSource Wealth Advisors 2021 Q4 filed Feb. 7, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z