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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 15.96% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VNQ (+$8.2M), VIGI (+$5.2M), MSTR, AHR, AVDE, VUG, BRK.A, VSLU, VTV, CGGR.
Started 112 new stock positions in BRZE, SHLS, BKE, UCON, ADV, Lam Research, Matinas Biopharma Hldgs, Blackrock, MESO, Grayscale Ethereum Mini Tr E.
Reduced shares in these 10 stocks: EFA (-$7.3M), VC, PLTR, TPLC, PPG, IUSB, IEFA, CVX, MARA, WWJD.
Sold out of its positions in ATS, MSOS, AXL, AVLV, Biotricity, BB, BLK, BCLI, BCOV, CABA.
EverSource Wealth Advisors was a net buyer of stock by $26M.
EverSource Wealth Advisors has $1.6B in assets under management (AUM), dropping by 4.83%.
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 3048 positions in its portfolio as reported in the September 2024 quarterly 13F filing

EverSource Wealth Advisors has 3048 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors Sept. 30, 2024 positions
Download the EverSource Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	3.9	$61M	+4%	160k	383.93	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.8	$60M		1.1M	52.81	View chart
Vanguard Value Etf Etf (VTV)	3.2	$51M	+4%	290k	174.57	View chart
Apple Stock (AAPL)	3.0	$48M		204k	233.00	View chart
iShares Gold Trust ETF Etf (IAU)	2.1	$33M		658k	49.70	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.6	$26M	+2%	280k	91.74	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.6	$25M		125k	198.06	View chart
Microsoft Corp Stock (MSFT)	1.5	$23M		54k	430.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$23M	+4%	43k	527.67	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$22M	+2%	451k	47.85	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	1.3	$21M	+5%	681k	30.36	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.3	$21M	+2%	259k	79.42	View chart
Nvidia Corporation Stock (NVDA)	1.3	$20M	+2%	166k	121.44	View chart
Tesla Stock (TSLA)	1.2	$19M		73k	261.63	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$19M		67k	283.16	View chart
Amazon Stock (AMZN)	1.2	$19M	+7%	101k	186.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$18M	+3%	109k	165.85	View chart
Vanguard Health Care Etf Etf (VHT)	1.1	$18M	-3%	63k	282.20	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.1	$18M		316k	55.53	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.1	$17M	+2%	343k	50.28	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$17M		216k	78.69	View chart
Progressive Corp Stock (PGR)	1.0	$16M		65k	253.76	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$16M		462k	34.29	View chart
Broadcom Stock (AVGO)	0.9	$14M		81k	172.50	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$14M	+2%	57k	237.21	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.8	$13M	+4%	135k	98.07	View chart
Kkr & Co Stock (KKR)	0.8	$13M		98k	130.57	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.8	$13M		564k	22.09	View chart
Home Depot Stock (HD)	0.8	$12M		29k	405.20	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.7	$12M	+77%	134k	88.28	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$12M	+5%	20k	576.82	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$11M	+8%	180k	62.69	View chart
Ishares Mbs Etf Etf (MBB)	0.7	$11M		117k	95.81	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.7	$11M	+3%	295k	36.17	View chart
Crh Plc Ord Stock (CRH)	0.7	$11M	+2%	115k	92.74	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.7	$11M		223k	47.21	View chart
Applied Matls Stock (AMAT)	0.6	$10M		49k	202.05	View chart
Chevron Corp Stock (CVX)	0.6	$9.9M	-7%	67k	147.27	View chart
Amgen Stock (AMGN)	0.6	$9.5M		30k	322.21	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$9.2M	-12%	247k	37.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$9.2M	-5%	55k	167.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$9.1M	+4%	20k	460.26	View chart
Graphic Packaging Hldg Stock (GPK)	0.6	$9.0M		304k	29.60	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$9.0M		16k	572.45	View chart
Costco Whsl Corp Stock (COST)	0.6	$8.8M		10k	886.52	View chart
Autozone Stock (AZO)	0.5	$8.6M		2.7k	3150.00	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.5	$8.6M	+1998%	89k	97.42	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$8.5M	+16%	140k	60.42	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$8.4M	-5%	101k	82.94	View chart
Blackstone Stock (BX)	0.5	$8.1M	-2%	53k	153.12	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.5	$7.9M		105k	75.17	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$7.7M	+2%	99k	78.37	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.5	$7.7M		133k	57.82	View chart
D R Horton Stock (DHI)	0.5	$7.4M		39k	190.75	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.5	$7.2M		188k	38.41	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$6.8M	-4%	45k	151.62	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$6.8M	+3%	108k	63.34	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.7M		32k	210.86	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$6.6M	-4%	11k	573.76	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$6.5M	+2%	109k	59.51	View chart
Conocophillips Stock (COP)	0.4	$6.5M		62k	105.28	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.4	$6.3M	+3%	827k	7.62	View chart
Ppg Inds Stock (PPG)	0.4	$6.1M	-14%	46k	132.47	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$5.9M	-8%	16k	375.38	View chart
Walmart Stock (WMT)	0.4	$5.6M	-3%	70k	80.76	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$5.5M		89k	62.20	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$5.4M	+55%	155k	34.79	View chart
Rb Global Stock (RBA)	0.3	$5.4M		67k	80.40	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$5.2M		126k	41.69	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$5.1M	+8%	149k	34.07	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$5.1M	+3%	60k	84.53	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$5.0M		39k	128.28	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$5.0M		16k	321.95	View chart
Inspire International Etf Etf (WWJD)	0.3	$4.9M	-12%	151k	32.30	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$4.8M	+133%	7.00	691180.00	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$4.6M	+10%	17k	280.46	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.3	$4.4M	-22%	99k	44.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$4.3M		26k	167.67	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.3	$4.3M	+2791%	26k	168.60	View chart
Visa Inc Com Cl A Stock (V)	0.3	$4.2M	-2%	15k	274.95	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.3	$4.1M		194k	21.31	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$4.0M		28k	142.04	View chart
Dimensional International Value Etf Etf (DFIV)	0.3	$4.0M		105k	38.08	View chart
Masco Corp Stock (MAS)	0.3	$3.9M		47k	83.95	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$3.9M	-2%	8.0k	488.07	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$3.9M	+27%	66k	59.02	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$3.9M	-9%	20k	189.80	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$3.9M	+6%	76k	51.04	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$3.9M	-9%	102k	37.71	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$3.9M	+2%	137k	28.14	View chart
Palo Alto Networks Stock (PANW)	0.2	$3.9M		11k	341.79	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$3.8M	-10%	59k	64.86	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$3.8M	-8%	94k	40.67	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.6M	+3%	31k	117.22	View chart
American Healthcare Reit Reit (AHR)	0.2	$3.6M	NEW	136k	26.10	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$3.6M		117k	30.23	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.2	$3.5M		76k	46.51	View chart
Lkq Corp Stock (LKQ)	0.2	$3.5M		87k	39.92	View chart
Fedex Corp Stock (FDX)	0.2	$3.4M		13k	273.69	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.4M	+4%	3.8k	885.94	View chart
Merck & Co Stock (MRK)	0.2	$3.3M	-2%	29k	113.56	View chart
Deere & Co Stock (DE)	0.2	$3.2M	-2%	7.7k	417.33	View chart
Avantis International Equity Etf Etf (AVDE)	0.2	$3.2M	+1042%	48k	67.03	View chart
Netflix Stock (NFLX)	0.2	$3.1M	-5%	4.4k	709.27	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$3.1M		56k	55.63	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$3.1M		24k	128.20	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.1M	+3%	19k	162.06	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$3.1M	+11%	134k	23.12	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$3.0M	-2%	42k	70.67	View chart
Abbott Labs Stock (ABT)	0.2	$3.0M	+4%	26k	114.01	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$2.8M	+10%	24k	119.70	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$2.8M	-2%	14k	200.78	View chart
Ishares Global Comm Services Etf Etf (IXP)	0.2	$2.7M	-8%	29k	94.13	View chart
Diamondback Energy Stock (FANG)	0.2	$2.7M	+119%	16k	172.40	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.6M	+4%	8.5k	304.51	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.6M		5.2k	493.80	View chart
Servisfirst Bancshares Stock (SFBS)	0.2	$2.6M		32k	80.45	View chart
Procter And Gamble Stock (PG)	0.2	$2.6M		15k	173.20	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.2	$2.6M	-9%	52k	49.04	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.2	$2.5M	NEW	70k	36.00	View chart
Oracle Corp Stock (ORCL)	0.2	$2.4M	-4%	14k	170.40	View chart
Clean Harbors Stock (CLH)	0.2	$2.4M		10k	241.72	View chart
Southern Stock (SO)	0.2	$2.4M	+6%	27k	90.18	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.4M	-2%	4.8k	495.11	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$2.3M		60k	38.93	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.3M	-18%	19k	119.06	View chart
Tjx Cos Stock (TJX)	0.1	$2.3M		20k	117.54	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$2.3M	-4%	40k	57.53	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.3M	+12%	37k	62.32	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.2M		21k	108.60	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$2.2M	-8%	13k	166.82	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$2.2M	+9%	80k	27.01	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$2.1M	+3%	59k	36.44	View chart
Mara Holdings Stock (MARA)	0.1	$2.1M	-25%	132k	16.22	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$2.1M		8.7k	243.07	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$2.1M	-28%	45k	47.12	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$2.1M	+19%	40k	52.58	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$2.0M	+8%	74k	27.70	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.0M	-10%	17k	117.29	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$2.0M	+2%	21k	96.52	View chart
Watsco Stock (WSO)	0.1	$2.0M	+10%	4.1k	492.00	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.0M		37k	53.95	View chart
Bank America Corp Stock (BAC)	0.1	$2.0M	+3%	50k	39.68	View chart
Berry Global Group Stock (BERY)	0.1	$2.0M	+2%	29k	68.00	View chart
Abbvie Stock (ABBV)	0.1	$1.9M	+11%	9.7k	197.48	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.9M	-17%	14k	132.25	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$1.9M		22k	83.75	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.8M	-79%	22k	83.63	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.8M	+60%	21k	87.80	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.8M	+3%	3.1k	584.56	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.8M	-5%	29k	61.11	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.8M		18k	97.98	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.7M	+2%	62k	28.15	View chart
Salesforce Stock (CRM)	0.1	$1.7M		6.4k	273.71	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$1.7M	+7%	65k	26.65	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.1	$1.7M	+117%	28k	61.54	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.7M	-24%	18k	95.76	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.7M	+10%	2.9k	584.67	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.7M	+5%	32k	51.54	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.6M		4.6k	353.48	View chart
Linde Stock (LIN)	0.1	$1.6M	+4%	3.3k	476.86	View chart
Pepsico Stock (PEP)	0.1	$1.5M		9.0k	170.05	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.5M	+11%	13k	119.61	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.5M		18k	83.33	View chart
Caterpillar Stock (CAT)	0.1	$1.5M	-3%	3.8k	391.12	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.5M		6.1k	243.47	View chart
Wp Carey Reit (WPC)	0.1	$1.5M	+3%	24k	62.31	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.5M	+5%	34k	43.19	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.5M	+11%	23k	64.81	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.5M	+14%	8.4k	173.67	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.5M		14k	106.19	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.4M	-23%	8.0k	179.30	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.4M	-5%	11k	125.97	View chart
Credit Accep Corp Mich Stock (CACC)	0.1	$1.4M	+16%	3.2k	443.00	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.4M	-8%	8.6k	164.08	View chart
Rtx Corporation Stock (RTX)	0.1	$1.4M	-3%	12k	121.16	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.4M		12k	115.30	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$1.4M	+917%	14k	95.95	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$1.4M	-28%	36k	37.90	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M		2.4k	569.66	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$1.3M	+7%	25k	53.07	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.3M	+11%	11k	116.96	View chart
Adobe Stock (ADBE)	0.1	$1.3M	+2%	2.5k	517.78	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.3M		5.8k	220.88	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$1.3M	+9%	27k	47.74	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.3M		30k	41.77	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.3M	-11%	4.4k	283.99	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M	-3%	19k	64.74	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.2M	+3%	38k	33.01	View chart
Morgan Stanley Stock (MS)	0.1	$1.2M		12k	104.24	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.2M		13k	97.49	View chart
Carlisle Cos Stock (CSL)	0.1	$1.2M		2.8k	449.76	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.1	$1.2M	-35%	66k	18.45	View chart
Qualcomm Stock (QCOM)	0.1	$1.2M	+2%	7.0k	170.05	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.2M		7.3k	162.91	View chart
Wells Fargo Stock (WFC)	0.1	$1.2M	-2%	21k	56.46	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$1.1M	+3%	21k	54.84	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.1	$1.1M	+17%	43k	26.26	View chart
Ge Aerospace Stock (GE)	0.1	$1.1M	+12%	6.0k	188.59	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	-2%	4.2k	270.85	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$1.1M	+23%	27k	41.19	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.1M	-2%	22k	51.12	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M	+3%	13k	88.40	View chart
Coca Cola Stock (KO)	0.1	$1.1M	+19%	16k	71.86	View chart
Dominion Energy Stock (D)	0.1	$1.1M		19k	57.79	View chart
Ciena Corp Stock (CIEN)	0.1	$1.1M	+1999%	18k	61.59	View chart
Kirby Corp Stock (KEX)	0.1	$1.1M	+34%	8.9k	122.43	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$1.1M	-9%	17k	62.74	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.1	$1.1M		42k	26.02	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$1.1M		852.00	1273.01	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.1M	-29%	22k	49.47	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$1.1M	+8%	23k	45.32	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$1.1M		4.7k	223.09	View chart
Halliburton Stock (HAL)	0.1	$1.0M	-2%	36k	29.05	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$1.0M	-14%	21k	48.98	View chart
Union Pac Corp Stock (UNP)	0.1	$1.0M		4.1k	246.48	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.0M	-35%	15k	67.54	View chart
Pfizer Stock (PFE)	0.1	$1.0M		35k	28.94	View chart
Republic Svcs Stock (RSG)	0.1	$1.0M	-3%	5.0k	200.83	View chart
Cvs Health Corp Stock (CVS)	0.1	$995k		16k	62.88	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$994k	+8%	18k	54.11	View chart
Disney Walt Stock (DIS)	0.1	$980k	-7%	10k	96.19	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$961k		7.3k	131.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$961k		1.6k	618.50	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$956k	-30%	5.3k	179.15	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$931k		31k	29.89	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$925k	-22%	32k	28.87	View chart
Boeing Stock (BA)	0.1	$924k	-6%	6.1k	152.03	View chart
Mckesson Corp Stock (MCK)	0.1	$921k		1.9k	494.44	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$920k	+2%	3.3k	276.76	View chart
Elevance Health Stock (ELV)	0.1	$916k	+23%	1.8k	520.00	View chart
Uber Technologies Stock (UBER)	0.1	$912k	+8%	12k	75.16	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$905k		30k	30.15	View chart
Servicenow Stock (NOW)	0.1	$902k	+23%	1.0k	894.38	View chart
Jabil Stock (JBL)	0.1	$896k		7.5k	119.83	View chart
Kla Corp Stock (KLAC)	0.1	$876k	+6%	1.1k	774.39	View chart
Philip Morris Intl Stock (PM)	0.1	$872k	+4%	7.2k	121.36	View chart
Texas Instrs Stock (TXN)	0.1	$864k	+3%	4.2k	206.57	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$859k	+111%	17k	49.78	View chart
American Express Stock (AXP)	0.1	$858k	-9%	3.2k	271.20	View chart
Inspire Corporate Bond Etf Etf (IBD)	0.1	$852k	-27%	35k	24.08	View chart
Inspire Global Hope Etf Etf (BLES)	0.1	$850k		22k	39.51	View chart
Constellation Energy Corp Stock (CEG)	0.1	$846k	+8%	3.3k	260.02	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$840k		6.7k	126.18	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$839k		10k	82.53	View chart
Valero Energy Corp Stock (VLO)	0.1	$822k	+2%	6.1k	135.03	View chart
Quest Diagnostics Stock (DGX)	0.1	$816k		5.3k	155.26	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$815k	+6%	12k	67.85	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$809k	+14%	8.0k	100.72	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$807k	+11%	3.6k	225.76	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 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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