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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, VTV, VEA, IAU, BIL, and represent 12.41% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$18M), VBIL (+$17M), PRXG (+$11M), APO (+$9.8M), FENI (+$7.6M), SPY (+$6.6M), VUG (+$6.4M), NFLX (+$5.2M), AMZN, PRXV.
Started 208 new stock positions in COSO, PNOV, LXP, LLYVK, AKRE, FTK, XRPN, ORGO, HPP, XBJA.
Reduced shares in these 10 stocks: SOVF (-$8.4M), VIGI (-$7.0M), PLTR (-$5.8M), DIHP, PPA, Blackstone Private Credit Fund, IWB, CRSP, , AMH.
Sold out of its positions in DTEC, ALXO, ACU, TIC, ADAPY, AKBA, AKTX, AKRO, ALE, ATHE.
EverSource Wealth Advisors was a net buyer of stock by $168M.
EverSource Wealth Advisors has $2.7B in assets under management (AUM), dropping by 7.28%.
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 4271 positions in its portfolio as reported in the December 2025 quarterly 13F filing

EverSource Wealth Advisors has 4271 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors Dec. 31, 2025 positions
Download the EverSource Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	3.5	$94M	+7%	193k	487.86	View chart
Vanguard Value Etf Etf (VTV)	2.5	$67M	+6%	351k	190.99	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.4	$66M	-2%	1.0M	62.47	View chart
iShares Gold Trust ETF Etf (IAU)	2.2	$59M		724k	81.17	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.9	$51M	+53%	558k	91.38	View chart
Apple Stock (AAPL)	1.8	$50M		183k	271.86	View chart
Praxis Impact Large Cap Growth Etf Etf (PRXG)	1.8	$49M	+30%	1.3M	36.52	View chart
Nvidia Corporation Stock (NVDA)	1.7	$45M		240k	186.50	View chart
Praxis Impact Large Cap Value Etf Etf (PRXV)	1.5	$42M	+11%	1.4M	30.32	View chart
Apollo Global Mgmt Stock (APO)	1.4	$39M	+33%	268k	145.88	View chart
Tesla Stock (TSLA)	1.3	$37M	+4%	81k	449.72	View chart
Microsoft Corp Stock (MSFT)	1.2	$34M	+3%	69k	483.62	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$33M	+2%	107k	313.00	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.2	$33M	+8%	430k	76.23	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	1.2	$32M	+106%	428k	75.43	View chart
Broadcom Stock (AVGO)	1.2	$32M		93k	346.10	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$32M		96k	335.27	View chart
Amazon Stock (AMZN)	1.2	$32M	+16%	139k	230.82	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.1	$30M		497k	60.18	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$28M	+5%	125k	219.77	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.0	$27M	-2%	347k	78.81	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$27M	-5%	690k	39.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$24M		48k	505.00	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.9	$24M	-19%	135k	177.75	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$23M		425k	53.76	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$22M	-2%	32k	685.00	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.8	$21M	+46%	30k	681.92	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$19M		239k	79.73	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.7	$19M	+4%	392k	48.32	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$19M	+7%	273k	69.42	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.7	$19M	+8%	465k	40.23	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.7	$18M		156k	114.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$17M	+5%	27k	614.40	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.6	$17M	+9%	479k	34.46	View chart
Crh Plc Ord Stock (CRH)	0.6	$16M		129k	124.83	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.6	$16M	-6%	15k	1069.86	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.6	$16M	+5%	542k	29.55	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$16M		51k	313.80	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$16M	+9%	24k	660.09	View chart
Progressive Corp Stock (PGR)	0.6	$15M		68k	227.72	View chart
Avantis International Equity Etf Etf (AVDE)	0.6	$15M	+19%	186k	82.32	View chart
Vanguard Small-cap Etf Etf (VB)	0.5	$15M		58k	257.95	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.5	$15M		290k	51.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$15M		153k	96.03	View chart
Applied Matls Stock (AMAT)	0.5	$15M	+4%	57k	256.99	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.5	$15M		623k	23.30	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.5	$14M	+39%	622k	22.64	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.5	$14M	+23%	316k	44.26	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$14M	+11%	228k	59.93	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$14M	+10%	127k	106.70	View chart
Capital Group Growth Etf Etf (CGGR)	0.5	$13M	+10%	300k	44.46	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	0.5	$13M	-38%	455k	29.16	View chart
Kkr & Co Stock (KKR)	0.5	$13M		103k	127.50	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.5	$12M	+5%	168k	73.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$12M		23k	502.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$12M	+4%	36k	322.22	View chart
Ishares Mbs Etf Etf (MBB)	0.4	$11M	+2%	113k	95.22	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$10M	+11%	270k	38.03	View chart
Diamondback Energy Stock (FANG)	0.4	$10M	+11%	68k	150.32	View chart
Walmart Stock (WMT)	0.4	$10M	+9%	91k	111.41	View chart
Smi 3fourteen Real Asset Allocation Etf Etf (RAA)	0.4	$10M	+7%	364k	27.49	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.4	$10M	-2%	88k	113.10	View chart
Home Depot Stock (HD)	0.4	$9.9M	+11%	29k	344.09	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$9.8M		228k	42.94	View chart
Autozone Stock (AZO)	0.3	$9.5M	-3%	2.8k	3392.00	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.3	$9.4M		200k	47.08	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.3	$9.2M	+2%	118k	77.88	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.3	$9.2M		344k	26.68	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$9.1M	+18%	154k	58.73	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$9.0M	+2%	157k	57.24	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$8.7M	+9%	117k	74.07	View chart
Blackstone Stock (BX)	0.3	$8.6M	+2%	56k	154.14	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$8.4M	+5%	180k	46.59	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.3	$8.3M	-11%	173k	47.95	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.3	$8.2M	+3%	118k	69.52	View chart
Strategy Inc Cl A Stock (MSTR)	0.3	$8.0M	+48%	53k	152.00	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.3	$8.0M		1.1M	7.50	View chart
Eli Lilly & Co Stock (LLY)	0.3	$7.7M	+11%	7.1k	1074.69	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$7.6M		16k	468.83	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.3	$7.6M	+11079%	209k	36.58	View chart
Rb Global Stock (RBA)	0.3	$7.0M		68k	102.88	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$6.9M		48k	143.52	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$6.6M		89k	74.17	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$6.5M	+4%	46k	141.06	View chart
Amgen Stock (AMGN)	0.2	$6.4M	+2%	20k	327.31	View chart
D R Horton Stock (DHI)	0.2	$6.4M		44k	144.06	View chart
Visa Inc Com Cl A Stock (V)	0.2	$6.2M		18k	350.75	View chart
Chevron Corporation Stock (CVX)	0.2	$6.0M	+3%	40k	152.44	View chart
Pgim Short Duration High Yield Etf Etf (PSH)	0.2	$6.0M	+2%	119k	50.37	View chart
Inspire International Etf Etf (WWJD)	0.2	$6.0M	+6%	164k	36.49	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$6.0M	+27%	50k	120.34	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$5.9M		118k	49.90	View chart
Netflix Stock (NFLX)	0.2	$5.8M	+905%	62k	93.76	View chart
Kirby Corp Stock (KEX)	0.2	$5.8M	+4%	53k	110.12	View chart
Ciena Corp Stock (CIEN)	0.2	$5.6M	-6%	24k	233.87	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.2	$5.6M		44k	126.46	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$5.6M	+2%	110k	50.86	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$5.4M	-10%	128k	42.56	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$5.1M	+11%	102k	50.28	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.2	$5.0M	-58%	55k	91.45	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$5.0M	+16%	56k	89.45	View chart
Healthequity Stock (HQY)	0.2	$5.0M	+10%	54k	91.61	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.2	$4.9M	-8%	187k	26.42	View chart
Palo Alto Networks Stock (PANW)	0.2	$4.9M	+4%	26k	184.20	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$4.8M		51k	93.97	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$4.8M	+4%	148k	32.57	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$4.8M	+8%	110k	43.45	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$4.6M	+470%	66k	69.47	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$4.5M	-15%	11k	412.77	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$4.4M		136k	32.73	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.2	$4.4M	-14%	31k	141.16	View chart
Goldman Sachs Group Stock (GS)	0.2	$4.3M		4.9k	879.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$4.2M	-7%	23k	177.37	View chart
iShares Silver Trust ETF Etf (SLV)	0.2	$4.1M	+88%	64k	64.42	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$4.1M	-11%	4.7k	862.33	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$4.0M	+3%	10k	396.32	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.0M	-3%	53k	75.44	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$4.0M		88k	45.13	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$3.9M	-34%	11k	373.43	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$3.9M		98k	39.38	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$3.8M		5.00	754800.00	View chart
Deere & Co Stock (DE)	0.1	$3.8M	-3%	8.1k	465.57	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$3.7M	-4%	54k	69.67	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$3.7M	-5%	82k	44.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$3.6M	-6%	50k	71.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$3.6M	-3%	6.3k	570.88	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$3.6M	-17%	130k	27.43	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$3.5M	+2%	12k	303.88	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$3.5M	+16%	41k	85.77	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$3.5M	+113%	24k	143.97	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$3.5M	+478533%	29k	121.93	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$3.5M	+6%	83k	41.46	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$3.4M	+5%	16k	211.79	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$3.4M	+1711%	104k	32.89	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$3.4M	-17%	57k	59.54	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$3.3M	-23%	75k	44.50	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$3.3M	+726%	26k	125.86	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$3.3M	+303%	79k	41.36	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$3.3M	+2%	50k	66.00	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$3.2M	+306%	42k	77.02	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.1	$3.2M	-36%	101k	32.09	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.2M	-8%	26k	123.25	View chart
Oracle Corp Stock (ORCL)	0.1	$3.2M	+5%	17k	194.88	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$3.2M	+11404%	11k	287.33	View chart
Snowflake Stock (SNOW)	0.1	$3.1M	+27%	14k	219.38	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$3.1M	+14%	59k	52.63	View chart
Johnson & Johnson Stock (JNJ)	0.1	$3.1M		15k	207.00	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$3.1M	+25%	88k	35.21	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$3.1M	+19%	63k	49.65	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$3.1M		46k	67.23	View chart
Somnigroup International Stock (SGI)	0.1	$3.1M		34k	89.30	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.1	$3.0M	-41%	58k	52.50	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$3.0M	+12%	90k	33.08	View chart
Ge Aerospace Stock (GE)	0.1	$2.9M	+6%	9.4k	308.03	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$2.9M	+59%	122k	23.65	View chart
Tbg Dividend Focus Etf Etf (TBG)	0.1	$2.8M	+31%	85k	33.39	View chart
Southern Stock (SO)	0.1	$2.8M	-6%	32k	87.20	View chart
Masco Corp Stock (MAS)	0.1	$2.8M	-5%	44k	63.45	View chart
Micron Technology Stock (MU)	0.1	$2.7M	+11%	9.6k	285.41	View chart
Abbvie Stock (ABBV)	0.1	$2.7M	+12%	12k	228.50	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.1	$2.7M	-18%	60k	45.47	View chart
Morgan Stanley Stock (MS)	0.1	$2.6M		15k	177.54	View chart
Caterpillar Stock (CAT)	0.1	$2.6M	+32%	4.5k	572.88	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.5M	+18%	27k	93.20	View chart
Merck & Co Stock (MRK)	0.1	$2.4M	+10%	23k	105.18	View chart
Salesforce Stock (CRM)	0.1	$2.4M	-2%	9.2k	264.91	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$2.4M	+26%	25k	96.27	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.1	$2.4M	NEW	49k	49.86	View chart
Rtx Corporation Stock (RTX)	0.1	$2.4M		13k	183.38	View chart
Bank America Corp Stock (BAC)	0.1	$2.4M	+3%	44k	55.00	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.3M	+10%	11k	214.17	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$2.3M	+3%	45k	51.77	View chart
Clean Harbors Stock (CLH)	0.1	$2.3M	-3%	9.9k	234.33	View chart
Chubb Stock (CB)	0.1	$2.3M	+31%	7.3k	312.11	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.3M	+36%	4.8k	473.30	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.2M	-2%	42k	52.29	View chart
American Express Stock (AXP)	0.1	$2.2M	+25%	5.9k	369.95	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$2.2M	+82%	75k	29.04	View chart
Cisco Sys Stock (CSCO)	0.1	$2.2M		28k	77.03	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$2.2M	+27%	4.9k	444.59	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$2.2M	-16%	11k	198.62	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$2.2M	-8%	73k	29.61	View chart
Constellation Energy Corp Stock (CEG)	0.1	$2.2M	+7%	6.1k	353.27	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$2.1M	+25%	62k	34.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$2.1M	+53%	10k	210.34	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$2.1M		39k	54.24	View chart
Tjx Cos Stock (TJX)	0.1	$2.1M	+32%	14k	153.60	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$2.1M	+2%	29k	72.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.1M	+28%	11k	191.57	View chart
Ge Vernova Stock (GEV)	0.1	$2.1M	+4%	3.1k	653.56	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$2.0M	-64%	64k	31.67	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$2.0M	NEW	21k	95.40	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$1.9M	+3%	38k	51.10	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$1.9M	+51%	56k	34.26	View chart
Conocophillips Stock (COP)	0.1	$1.9M	-4%	21k	93.61	View chart
Kla Corp Stock (KLAC)	0.1	$1.9M	+14%	1.6k	1215.14	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.1	$1.9M	+22%	72k	26.34	View chart
Mckesson Corp Stock (MCK)	0.1	$1.9M		2.3k	820.30	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$1.9M	+42%	57k	33.02	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$1.9M	+24%	23k	80.46	View chart
Spy 271217c00815000 Spdr S&p 500 Etf Tr Cll Opt 12/27 815.0 Cal Stock Call Option	0.1	$1.8M	NEW	2.7k	681.92	View chart
Pepsico Stock (PEP)	0.1	$1.8M	+15%	13k	143.50	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$1.8M	-25%	56k	32.62	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.8M	+12%	17k	106.70	View chart
Coca Cola Stock (KO)	0.1	$1.8M		26k	69.91	View chart
Linde Stock (LIN)	0.1	$1.8M	-5%	4.3k	426.39	View chart
Abbott Labs Stock (ABT)	0.1	$1.8M	-5%	14k	125.29	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.1	$1.8M	-31%	16k	115.76	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.8M	-15%	5.4k	330.17	View chart
Jabil Stock (JBL)	0.1	$1.8M		7.8k	228.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.8M	-11%	66k	26.91	View chart
Lkq Corp Stock (LKQ)	0.1	$1.8M	-19%	59k	30.19	View chart
First Horizon Corporation Stock (FHN)	0.1	$1.8M	+796%	74k	23.90	View chart
Qualcomm Stock (QCOM)	0.1	$1.8M	+19%	10k	171.05	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$1.8M		18k	99.22	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$1.7M		32k	54.77	View chart
Inspire 500 Etf Etf (PTL)	0.1	$1.7M	+2404%	7.0k	248.19	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.7M	+15%	7.2k	242.00	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.1	$1.7M	-12%	45k	38.55	View chart
Microsectors Gold Miners 3x Leveraged Etn Etf	0.1	$1.7M	+75%	7.1k	243.66	View chart
Brunswick Corp Stock (BC)	0.1	$1.7M	-9%	23k	74.27	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.7M		40k	43.25	View chart
Fidelity Enhanced Emerging Markets Etf Etf (FEMR)	0.1	$1.7M	NEW	52k	32.54	View chart
Arista Networks Stock (ANET)	0.1	$1.7M	+19%	13k	131.02	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$1.7M		48k	34.65	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.6M	-2%	17k	99.91	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.1	$1.6M	+2%	46k	35.93	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.6M	+20%	16k	100.38	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.6M	-11%	27k	60.81	View chart
Servicenow Stock (NOW)	0.1	$1.6M	+611%	11k	153.20	View chart
Intel Corp Stock (INTC)	0.1	$1.6M		44k	36.90	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$1.6M	+5%	43k	38.00	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$1.6M	+20%	16k	101.58	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.6M	+43%	3.3k	483.67	View chart
Virtus Newfleet Multi-sector Bond Etf Etf (NFLT)	0.1	$1.6M	+22%	69k	23.04	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$1.6M	+80%	39k	41.22	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.1	$1.6M	-24%	41k	38.35	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.6M	+218%	29k	53.94	View chart
Direxion Daily S&p 500 Bull 3x Shares Etf (SPXL)	0.1	$1.6M	+131%	7.0k	220.61	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.5M		4.5k	342.96	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.5M	+6%	7.4k	208.74	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.5M	+32%	16k	99.19	View chart
Adobe Stock (ADBE)	0.1	$1.5M	+7%	4.4k	350.00	View chart
Citigroup Stock (C)	0.1	$1.5M	+6%	13k	116.69	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$1.5M	-4%	11k	139.16	View chart
Philip Morris Intl Stock (PM)	0.1	$1.5M	-3%	9.5k	160.40	View chart
Fedex Corp Stock (FDX)	0.1	$1.5M	+21%	5.2k	292.10	View chart
International Business Machs Stock (IBM)	0.1	$1.5M	+12%	5.1k	297.01	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.5M	-13%	8.8k	171.18	View chart
General Dynamics Corp Stock (GD)	0.1	$1.5M	+10%	4.4k	336.67	View chart

Past Filings by EverSource Wealth Advisors

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

EverSource Wealth Advisors 2025 Q4 filed Feb. 6, 2026
EverSource Wealth Advisors 2025 Q3 filed Nov. 10, 2025
EverSource Wealth Advisors 2025 Q2 filed Aug. 13, 2025
EverSource Wealth Advisors 2025 Q1 filed May 13, 2025
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

View all past filings

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