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EverSource Wealth Advisors

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

Top 5 stock holdings are VUG, VEA, VTV, AAPL, IAU, and represent 15.04% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGUS (+$7.4M), COWZ (+$7.2M), VOO (+$7.2M), VIGI (+$6.9M), CGXU (+$6.7M), VTV (+$5.1M), BSV, ASML, CGCP, TLT.
Started 837 new stock positions in PAYO, LMB, KIND, ZUMZ, TRNS, KRT, SCVL, TLRY, GNK, TRC.
Reduced shares in these 10 stocks: Signing Day Sports (-$7.0M), VHT (-$6.6M), IXP, GSIE, VIG, PLTR, SDY, FDX, IDV, MRK.
Sold out of its positions in BCI, Akamai Technologies, ALVR, ASTH, Arista Networks, AVIR, Avangrid, AXNX, RILY, GRN.
EverSource Wealth Advisors was a net buyer of stock by $177M.
EverSource Wealth Advisors has $1.8B in assets under management (AUM), dropping by 12.54%.
Central Index Key (CIK): 0001710537

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

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Portfolio Holdings for EverSource Wealth Advisors

EverSource Wealth Advisors holds 3757 positions in its portfolio as reported in the December 2024 quarterly 13F filing

EverSource Wealth Advisors has 3757 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors Dec. 31, 2024 positions
Download the EverSource Wealth Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	3.8	$68M	+3%	165k	410.45	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.2	$58M	+6%	1.2M	47.82	View chart
Vanguard Value Etf Etf (VTV)	3.0	$54M	+10%	320k	169.30	View chart
Apple Stock (AAPL)	3.0	$54M	+4%	214k	250.42	View chart
iShares Gold Trust ETF Etf (IAU)	1.9	$34M	+4%	688k	49.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$31M	+30%	57k	538.81	View chart
Tesla Stock (TSLA)	1.7	$30M		74k	403.83	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.6	$29M	+12%	314k	91.43	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.5	$27M	+4%	330k	81.58	View chart
Microsoft Corp Stock (MSFT)	1.4	$25M	+8%	59k	421.51	View chart
Nvidia Corporation Stock (NVDA)	1.3	$24M	+5%	176k	134.29	View chart
Amazon Stock (AMZN)	1.3	$23M	+4%	106k	219.39	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	1.3	$23M	+8%	740k	30.75	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.3	$22M	-8%	114k	195.83	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.2	$22M	+29%	279k	77.27	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$21M	+4%	471k	44.04	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$20M		107k	189.30	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.1	$20M	+3%	70k	289.81	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.1	$20M	-3%	251k	78.01	View chart
Broadcom Stock (AVGO)	1.1	$20M	+4%	84k	231.84	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.0	$18M	+5%	363k	49.05	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	1.0	$18M	+64%	220k	79.99	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$17M	+8%	500k	34.59	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.0	$17M	-9%	224k	75.63	View chart
Progressive Corp Stock (PGR)	0.9	$16M		65k	239.61	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.8	$15M	+96%	261k	56.48	View chart
Kkr & Co Stock (KKR)	0.8	$15M		98k	147.88	View chart
Vanguard Small-cap Etf Etf (VB)	0.8	$14M		58k	240.29	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$14M	+14%	23k	588.68	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.8	$14M	+2%	138k	97.92	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.7	$13M	+2%	578k	21.65	View chart
Home Depot Stock (HD)	0.7	$12M	+2%	30k	389.00	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$11M	+2%	184k	61.34	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$11M	+2%	57k	190.44	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.6	$11M	+6%	237k	45.34	View chart
Crh Plc Ord Stock (CRH)	0.6	$11M		115k	92.52	View chart
Ishares Mbs Etf Etf (MBB)	0.6	$10M	-2%	114k	91.68	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.6	$10M	+25%	176k	58.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$10M	+13%	115k	87.90	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.6	$10M	+37%	135k	74.73	View chart
Costco Whsl Corp Stock (COST)	0.6	$9.8M	+7%	11k	916.22	View chart
Chevron Corp Stock (CVX)	0.5	$9.7M		67k	144.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$9.6M	+4%	16k	585.52	View chart
Vanguard Health Care Etf Etf (VHT)	0.5	$9.4M	-41%	37k	253.69	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$9.2M	+2%	20k	453.27	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$9.1M	+36%	16k	586.09	View chart
Blackstone Stock (BX)	0.5	$9.1M		53k	172.42	View chart
Autozone Stock (AZO)	0.5	$8.8M		2.8k	3202.00	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.5	$8.3M	+5%	93k	89.08	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.5	$8.3M	+848%	237k	34.97	View chart
Graphic Packaging Hldg Stock (GPK)	0.5	$8.2M		303k	27.16	View chart
Applied Matls Stock (AMAT)	0.5	$8.0M		49k	162.62	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$7.9M	+14%	124k	64.16	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$7.9M	+2%	33k	239.71	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.4	$7.8M	+8%	114k	68.43	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$7.8M	+7%	49k	159.52	View chart
Amgen Stock (AMGN)	0.4	$7.6M		29k	260.64	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$7.4M	-25%	221k	33.34	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.4	$7.3M	+4%	196k	37.43	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.4	$7.2M	+141%	322k	22.20	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.4	$7.0M	+83%	120k	58.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$7.0M	+10%	121k	57.53	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.4	$6.8M	+5229%	278k	24.67	View chart
Walmart Stock (WMT)	0.4	$6.6M	+4%	73k	90.33	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.4	$6.6M	-11%	23k	289.67	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.4	$6.5M	+5%	874k	7.45	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$6.4M		16k	401.58	View chart
Rb Global Stock (RBA)	0.4	$6.3M	+3%	69k	90.33	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$6.1M	+6%	165k	37.17	View chart
Conocophillips Stock (COP)	0.3	$6.1M		62k	99.17	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$6.0M	+6%	94k	63.75	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$5.9M	+18%	176k	33.79	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$5.7M		17k	342.18	View chart
Visa Inc Com Cl A Stock (V)	0.3	$5.7M	+17%	18k	316.04	View chart
D R Horton Stock (DHI)	0.3	$5.4M		39k	139.82	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$5.3M	-2%	15k	343.41	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.3	$5.2M	+1328%	7.5k	693.07	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$5.1M		126k	40.92	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.3	$5.0M	+16%	116k	42.83	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$4.9M		39k	124.91	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$4.8M		7.00	680920.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$4.8M	+17%	9.3k	511.23	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.3	$4.8M	+34%	184k	25.84	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.3	$4.7M	+22%	72k	65.08	View chart
Inspire International Etf Etf (WWJD)	0.3	$4.6M	+4%	158k	29.00	View chart
Ppg Inds Stock (PPG)	0.3	$4.5M	-17%	38k	119.46	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$4.4M	+1645%	50k	87.53	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$4.3M	+10%	84k	50.88	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.2	$4.2M	-4%	184k	23.03	View chart
American Healthcare Reit Reit (AHR)	0.2	$4.2M	+9%	149k	28.41	View chart
Palo Alto Networks Stock (PANW)	0.2	$4.2M	+102%	23k	181.96	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$4.1M		26k	161.77	View chart
Avantis International Equity Etf Etf (AVDE)	0.2	$4.0M	+37%	66k	61.37	View chart
Netflix Stock (NFLX)	0.2	$4.0M		4.4k	891.33	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$3.8M		21k	185.13	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$3.8M		103k	36.37	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$3.7M	+33%	31k	117.48	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$3.7M		104k	35.48	View chart
Proshares Ultra Russell2000 Etf (UWM)	0.2	$3.6M	NEW	87k	41.85	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$3.6M	+30%	6.8k	526.60	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$3.6M	+78%	143k	24.86	View chart
Diamondback Energy Stock (FANG)	0.2	$3.5M	+36%	22k	163.83	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$3.5M	+12%	27k	127.59	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$3.5M	-5%	89k	38.91	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$3.4M	+110%	126k	27.32	View chart
Masco Corp Stock (MAS)	0.2	$3.4M		47k	72.58	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.2	$3.4M	+2%	78k	44.02	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.4M	+3%	32k	107.57	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$3.4M	+21%	17k	198.18	View chart
Lkq Corp Stock (LKQ)	0.2	$3.3M	+5%	91k	36.76	View chart
Deere & Co Stock (DE)	0.2	$3.3M		7.8k	425.30	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.2	$3.2M	+23%	87k	36.59	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.1M	+6%	4.0k	772.00	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$3.1M	+100%	56k	55.35	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$3.1M		55k	55.66	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$2.9M	+6%	44k	65.08	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.8M	+2%	5.0k	566.00	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.2	$2.7M	NEW	45k	60.35	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$2.6M	-2%	31k	84.67	View chart
Procter And Gamble Stock (PG)	0.1	$2.6M	+5%	16k	167.67	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.6M	-6%	18k	144.62	View chart
Mcdonalds Corp Stock (MCD)	0.1	$2.6M	+3%	8.8k	289.89	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$2.6M	+8%	65k	39.04	View chart
Salesforce Stock (CRM)	0.1	$2.5M	+16%	7.4k	334.33	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.1	$2.5M	-2%	51k	48.91	View chart
Tjx Cos Stock (TJX)	0.1	$2.5M	+3%	20k	120.81	View chart
Oracle Corp Stock (ORCL)	0.1	$2.5M	+2%	15k	166.64	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.4M	+3%	38k	62.31	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$2.4M	+12%	45k	52.47	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$2.4M	+27%	94k	25.23	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$2.4M	+12%	9.8k	242.13	View chart
Clean Harbors Stock (CLH)	0.1	$2.3M		10k	230.14	View chart
Abbott Labs Stock (ABT)	0.1	$2.3M	-20%	21k	113.11	View chart
Southern Stock (SO)	0.1	$2.3M	+2%	28k	82.32	View chart
Mara Holdings Stock (MARA)	0.1	$2.3M	+2%	135k	16.76	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$2.3M	+4%	14k	164.17	View chart
Bank America Corp Stock (BAC)	0.1	$2.2M		51k	43.91	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$2.1M	+47%	20k	105.48	View chart
Watsco Stock (WSO)	0.1	$2.1M	+9%	4.5k	474.00	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.1M	-43%	16k	132.10	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.1M	-3%	20k	106.55	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$2.1M	-3%	20k	103.30	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$2.1M		18k	114.38	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.1M	+4%	39k	53.00	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$2.1M	+15%	26k	80.27	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$2.0M		58k	35.26	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$2.0M	+20%	79k	25.92	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.0M	-8%	16k	126.75	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$2.0M	+13271%	25k	78.65	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.0M	+277%	30k	67.03	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$2.0M	+135%	8.4k	232.52	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.9M	+6%	19k	101.53	View chart
Fedex Corp Stock (FDX)	0.1	$1.9M	-45%	6.9k	281.00	View chart
Abbvie Stock (ABBV)	0.1	$1.9M	+11%	11k	177.71	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$1.9M	-5%	38k	50.28	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.9M	+5%	22k	85.66	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.9M	+11%	9.5k	197.49	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.9M	+14%	71k	26.19	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.8M	+67%	37k	50.13	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.8M	+24%	3.6k	505.83	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.8M	-10%	40k	45.20	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$1.8M	+30%	19k	96.53	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$1.8M	NEW	23k	77.89	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.8M	+753%	20k	89.11	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.7M		23k	74.01	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.7M	-6%	13k	129.34	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.7M	+14%	15k	115.55	View chart
Berry Global Group Stock (BERY)	0.1	$1.7M	-9%	26k	64.64	View chart
Morgan Stanley Stock (MS)	0.1	$1.7M	+10%	13k	125.72	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.6M		30k	55.45	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$1.6M	-49%	60k	27.38	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.6M	+43%	28k	58.93	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.6M		4.6k	351.79	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.6M		22k	75.61	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.1	$1.6M	-2%	65k	24.92	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.6M	+2637%	15k	106.84	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.6M	+22%	14k	115.33	View chart
Proshares Ultra Gold Etf (UGL)	0.1	$1.6M	NEW	17k	93.48	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.6M	+5%	19k	81.25	View chart
Ciena Corp Stock (CIEN)	0.1	$1.6M	+3%	19k	84.86	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$1.6M	+38%	32k	48.33	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.6M	+108%	22k	71.91	View chart
Caterpillar Stock (CAT)	0.1	$1.5M	+11%	4.3k	360.68	View chart
Wells Fargo Stock (WFC)	0.1	$1.5M	+4%	22k	70.24	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$1.5M	+244%	8.0k	189.99	View chart
Pepsico Stock (PEP)	0.1	$1.5M	+4%	9.5k	160.00	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.5M	+7%	37k	41.27	View chart
Rtx Corporation Stock (RTX)	0.1	$1.5M	+12%	13k	115.69	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.1	$1.5M	+38%	58k	25.93	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.1	$1.5M	+198%	58k	25.54	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.5M	-4%	5.8k	253.75	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$1.4M	+31%	36k	40.48	View chart
Linde Stock (LIN)	0.1	$1.4M	+5%	3.4k	418.67	View chart
Kirby Corp Stock (KEX)	0.1	$1.4M	+51%	14k	105.80	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.4M	-12%	28k	49.40	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.4M	-2%	7.8k	178.08	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.4M	+7%	13k	107.74	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.4M	+8888%	32k	43.24	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	-52%	14k	99.48	View chart
Direxion Daily S&p 500 Bull 3x Shares Etf (SPXL)	0.1	$1.4M	NEW	8.0k	168.70	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$1.3M	+22%	25k	52.60	View chart
Credit Accep Corp Mich Stock (CACC)	0.1	$1.3M	-11%	2.8k	469.00	View chart
Wp Carey Reit (WPC)	0.1	$1.3M	+2%	24k	54.47	View chart
Ge Aerospace Stock (GE)	0.1	$1.3M	+31%	7.9k	166.79	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$1.3M	NEW	13k	100.25	View chart
Boeing Stock (BA)	0.1	$1.3M	+20%	7.3k	177.00	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$1.3M	+3%	28k	46.88	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.3M		4.5k	287.80	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M	-4%	2.2k	569.63	View chart
Franklin Ftse Europe Etf Etf (FLEE)	0.1	$1.3M	+100%	46k	27.72	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.3M	+10%	42k	30.49	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M	-2%	5.6k	220.96	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$1.2M	+146%	52k	24.06	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$1.2M	-9%	32k	37.52	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.2M	NEW	24k	49.62	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.2M	-7%	11k	114.49	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$1.2M	-8%	23k	51.91	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$1.2M	+10714%	15k	79.13	View chart
Tempur Sealy Intl Stock (SGI)	0.1	$1.2M	NEW	21k	56.67	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.2M	+288%	4.4k	264.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.2M	+2%	31k	37.53	View chart
Qualcomm Stock (QCOM)	0.1	$1.2M	+6%	7.5k	153.62	View chart
Mckesson Corp Stock (MCK)	0.1	$1.1M	+7%	2.0k	569.93	View chart
Direxion Daily Small Cap Bull 3x Shares Etf (TNA)	0.1	$1.1M	NEW	27k	41.88	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	+8%	4.5k	246.80	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.1M	-26%	2.3k	486.00	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.1M	-3%	12k	91.24	View chart
Servicenow Stock (NOW)	0.1	$1.1M	+3%	1.0k	1060.12	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.1M	+230%	56k	19.59	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$1.1M	+14%	21k	52.32	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.1M	+7%	7.8k	140.55	View chart
Jabil Stock (JBL)	0.1	$1.1M		7.6k	143.83	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.1M		21k	51.25	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.1	$1.1M	-4%	42k	25.97	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$1.1M	-3%	17k	64.05	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$1.1M	+7%	5.0k	212.42	View chart
American Express Stock (AXP)	0.1	$1.1M	+12%	3.6k	296.79	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.1M	+74%	15k	70.28	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$1.0M		861.00	1219.25	View chart
Adobe Stock (ADBE)	0.1	$1.0M	-6%	2.4k	444.68	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.0M		15k	68.94	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$1.0M	+8%	34k	30.47	View chart
Republic Svcs Stock (RSG)	0.1	$1.0M		5.1k	201.15	View chart
Carlisle Cos Stock (CSL)	0.1	$1.0M		2.7k	369.00	View chart
Coca Cola Stock (KO)	0.1	$1.0M	+4%	16k	62.26	View chart
Disney Walt Stock (DIS)	0.1	$1.0M	-11%	9.0k	111.25	View chart
Halliburton Stock (HAL)	0.1	$996k		37k	27.19	View chart
Advanced Micro Devices Stock (AMD)	0.1	$984k	-4%	8.1k	120.79	View chart
Dominion Energy Stock (D)	0.1	$973k	-5%	18k	53.86	View chart
Cisco Sys Stock (CSCO)	0.1	$973k	+21%	16k	59.20	View chart

Past Filings by EverSource Wealth Advisors

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

EverSource Wealth Advisors 2024 Q4 filed Feb. 10, 2025
EverSource Wealth Advisors 2024 Q3 filed Nov. 8, 2024
EverSource Wealth Advisors 2024 Q2 filed Aug. 13, 2024
EverSource Wealth Advisors 2024 Q1 restated filed June 11, 2024
EverSource Wealth Advisors 2024 Q1 filed May 13, 2024
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

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