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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, IAU, AAPL, and represent 12.31% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: APO (+$27M), VSLU (+$6.5M), PRXG (+$6.5M), BIL (+$6.1M), AVDE (+$6.1M), PSH (+$5.9M), PRXV (+$5.8M), RWK (+$5.6M), VBIL (+$5.2M), COWZ.
Started 281 new stock positions in NVD, CGMM, SILA, FNWD, KMLM, BTAI, Amazon Com Inc Cll Opt, CERY, BULL, IWN.
Reduced shares in these 10 stocks: GPK (-$6.1M), SOVF, Bridge Invt Group Hldgs, PLTR, DFAS, AGG, Bank Of Montreal, VEA, IUSB, AVUV.
Sold out of its positions in AKYA, AMED, AVNM, ANSS, AIV, JG, AZEK, BZUN, MCI, BNTC.
EverSource Wealth Advisors was a net buyer of stock by $151M.
EverSource Wealth Advisors has $2.5B in assets under management (AUM), dropping by 14.16%.
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 4322 positions in its portfolio as reported in the September 2025 quarterly 13F filing

EverSource Wealth Advisors has 4322 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors Sept. 30, 2025 positions
Download the EverSource Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	3.4	$86M	+3%	180k	479.57	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.5	$64M	-2%	1.1M	59.92	View chart
Vanguard Value Etf Etf (VTV)	2.4	$61M		329k	186.49	View chart
iShares Gold Trust ETF Etf (IAU)	2.1	$53M		729k	72.77	View chart
Apple Stock (AAPL)	1.8	$46M	+2%	182k	254.63	View chart
Nvidia Corporation Stock (NVDA)	1.8	$44M		237k	186.58	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.6	$40M	+3%	396k	99.81	View chart
Praxis Impact Large Cap Growth Etf Etf (PRXG)	1.5	$37M	+21%	1.0M	35.80	View chart
Praxis Impact Large Cap Value Etf Etf (PRXV)	1.5	$37M	+18%	1.2M	29.68	View chart
Microsoft Corp Stock (MSFT)	1.4	$35M	+2%	67k	517.95	View chart
Tesla Stock (TSLA)	1.4	$35M		78k	444.72	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.3	$33M	+22%	363k	91.75	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$31M	+9%	95k	328.17	View chart
Broadcom Stock (AVGO)	1.2	$31M		93k	329.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.2	$31M	-7%	167k	182.42	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.2	$30M		48k	612.37	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.1	$28M	+5%	734k	38.57	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.1	$28M	+21%	489k	57.49	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$28M	+6%	355k	78.91	View chart
Apollo Global Mgmt Stock (APO)	1.1	$27M	+27104%	201k	136.00	View chart
Amazon Stock (AMZN)	1.0	$26M	+2%	119k	219.57	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$26M	+9%	119k	215.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$25M	+3%	104k	243.10	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.9	$23M		424k	54.18	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	0.9	$23M	-12%	743k	30.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$22M	+16%	33k	678.15	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$19M	-2%	235k	79.93	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.7	$19M		376k	49.46	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$17M	+6%	254k	68.08	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.7	$17M		155k	110.66	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.7	$17M	+12%	430k	39.57	View chart
Progressive Corp Stock (PGR)	0.7	$17M		68k	246.90	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$16M	+5%	22k	734.38	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.6	$16M	+50%	207k	75.61	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.6	$16M	+37%	16k	966.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$15M	-2%	26k	600.40	View chart
Crh Plc Ord Stock (CRH)	0.6	$15M		127k	119.90	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.6	$15M	+7%	511k	29.62	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.6	$15M		290k	51.50	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$14M		57k	254.28	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.6	$14M	+11%	435k	32.79	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$14M	+6%	151k	93.37	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.6	$14M		617k	22.65	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$14M	-7%	21k	666.18	View chart
Kkr & Co Stock (KKR)	0.5	$13M		101k	129.94	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.5	$13M		91k	143.18	View chart
Autozone Stock (AZO)	0.5	$12M		2.9k	4290.29	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$12M	+16%	205k	60.03	View chart
Avantis International Equity Etf Etf (AVDE)	0.5	$12M	+97%	156k	78.90	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$12M		50k	243.55	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$12M	+2%	115k	104.51	View chart
Capital Group Growth Etf Etf (CGGR)	0.5	$12M	+9%	272k	43.90	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$12M	+16%	24k	502.67	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.5	$12M		131k	89.57	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.5	$12M	+21%	160k	71.94	View chart
Strategy Inc Cl A Stock (MSTR)	0.5	$12M	+8%	35k	325.42	View chart
Applied Matls Stock (AMAT)	0.4	$11M		55k	204.84	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.4	$11M	+147%	257k	42.69	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$11M		34k	315.43	View chart
Ishares Mbs Etf Etf (MBB)	0.4	$11M	-4%	110k	95.15	View chart
Home Depot Stock (HD)	0.4	$10M		26k	405.17	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.4	$10M	+4%	444k	22.72	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.4	$9.4M	+25%	194k	48.19	View chart
Blackstone Stock (BX)	0.4	$9.4M		55k	171.00	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$9.3M	+3%	227k	41.11	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.4	$9.2M	+22%	344k	26.84	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.4	$9.2M	-10%	197k	46.96	View chart
Smi 3fourteen Real Asset Allocation Etf Etf (RAA)	0.4	$9.2M	+13%	338k	27.13	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$9.1M		242k	37.77	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.4	$9.0M		116k	78.09	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$8.8M	-13%	154k	57.10	View chart
Diamondback Energy Stock (FANG)	0.3	$8.7M	+34%	61k	143.37	View chart
Walmart Stock (WMT)	0.3	$8.6M	+8%	83k	103.06	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$8.1M		16k	490.40	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.3	$8.0M	+4%	1.1M	7.59	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.3	$8.0M		113k	70.80	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$8.0M	+20%	107k	74.37	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$7.7M	-14%	130k	58.85	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$7.6M		171k	44.69	View chart
Netflix Stock (NFLX)	0.3	$7.4M	+15%	6.2k	1199.14	View chart
D R Horton Stock (DHI)	0.3	$7.4M		44k	169.47	View chart
Rb Global Stock (RBA)	0.3	$7.3M		68k	108.38	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$6.7M		48k	140.95	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$6.6M		91k	72.44	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.2	$6.3M	+4%	97k	64.80	View chart
Visa Inc Com Cl A Stock (V)	0.2	$6.1M	-4%	18k	341.50	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$6.1M	+20%	143k	42.76	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$6.0M	+9%	44k	137.80	View chart
Chevron Corp Stock (CVX)	0.2	$5.9M	-15%	38k	155.31	View chart
Pgim Short Duration High Yield Etf Etf (PSH)	0.2	$5.9M	NEW	117k	50.79	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$5.9M	+45%	16k	365.47	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.2	$5.6M	NEW	45k	125.01	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.2	$5.6M	+7%	205k	27.31	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$5.5M		120k	46.12	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$5.5M		107k	51.09	View chart
Inspire International Etf Etf (WWJD)	0.2	$5.4M	-4%	154k	35.27	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.2	$5.4M	+10%	178k	30.40	View chart
Amgen Stock (AMGN)	0.2	$5.4M	-13%	19k	282.20	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.2	$5.3M	-8%	158k	33.27	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$5.2M	-8%	13k	402.42	View chart
Palo Alto Networks Stock (PANW)	0.2	$5.1M	-2%	25k	203.63	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.2	$5.1M		37k	137.74	View chart
Costco Whsl Corp Stock (COST)	0.2	$4.9M	-6%	5.3k	926.73	View chart
Eli Lilly & Co Stock (LLY)	0.2	$4.9M	+4%	6.4k	763.00	View chart
Healthequity Stock (HQY)	0.2	$4.7M	+50%	49k	94.73	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$4.6M	+2%	51k	89.03	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$4.6M	+7%	91k	50.07	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$4.5M	+4%	142k	31.53	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$4.4M	-2%	25k	174.58	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.2	$4.4M	+6%	98k	44.57	View chart
Oracle Corp Stock (ORCL)	0.2	$4.4M	+5%	16k	281.25	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$4.4M		39k	112.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$4.3M	+16%	157k	27.30	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$4.3M	+4%	136k	31.38	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$4.2M	+16%	101k	42.03	View chart
Kirby Corp Stock (KEX)	0.2	$4.2M	+11%	51k	83.43	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$4.2M	+210%	48k	87.30	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$4.1M	-3%	55k	73.46	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$4.0M		69k	58.21	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.9M		4.9k	796.35	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$3.9M	+3%	87k	44.43	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$3.8M	-37%	56k	68.46	View chart
Deere & Co Stock (DE)	0.2	$3.8M		8.4k	457.25	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.2	$3.8M		87k	43.76	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$3.8M		5.00	754200.00	View chart
Ciena Corp Stock (CIEN)	0.1	$3.8M	-2%	26k	145.67	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$3.7M	-7%	6.5k	568.81	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$3.7M	+20%	98k	37.50	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$3.6M	+2%	54k	67.83	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$3.5M	-3%	9.9k	355.48	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.4M	+10%	28k	120.72	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$3.4M	+111%	52k	65.00	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.1	$3.4M	-10%	73k	46.46	View chart
Masco Corp Stock (MAS)	0.1	$3.3M		47k	70.40	View chart
Southern Stock (SO)	0.1	$3.3M	+2%	35k	94.67	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$3.3M	+13%	78k	41.72	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$3.2M	+19%	11k	281.86	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$3.2M	+9%	15k	208.71	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$3.2M		11k	279.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$3.1M	+31%	48k	65.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$3.0M	+53%	46k	65.92	View chart
Somnigroup International Stock (SGI)	0.1	$2.9M		35k	84.32	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.1	$2.9M	+6%	19k	155.45	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$2.8M	+81%	52k	53.96	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.8M	+2%	15k	185.38	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$2.7M	+15%	35k	76.40	View chart
Ge Aerospace Stock (GE)	0.1	$2.7M		8.9k	300.82	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$2.6M		32k	80.53	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$2.6M	+33%	71k	36.31	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$2.6M	-13%	13k	194.51	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.6M	+12%	80k	32.07	View chart
Snowflake Stock (SNOW)	0.1	$2.5M	+18%	11k	225.55	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.1	$2.5M	+142%	23k	111.49	View chart
Abbvie Stock (ABBV)	0.1	$2.5M		11k	231.54	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$2.4M	+294%	75k	31.91	View chart
Morgan Stanley Stock (MS)	0.1	$2.4M		15k	159.45	View chart
Clean Harbors Stock (CLH)	0.1	$2.4M		10k	232.25	View chart
Cyberark Software Stock (CYBR)	0.1	$2.3M	-7%	4.9k	483.17	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$2.3M	+72232%	80k	29.11	View chart
Symbotic Inc Class A Stock (SYM)	0.1	$2.3M	+9%	43k	53.89	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$2.3M	+6%	44k	52.22	View chart
Lkq Corp Stock (LKQ)	0.1	$2.2M	-24%	73k	30.55	View chart
Salesforce Stock (CRM)	0.1	$2.2M	+6%	9.4k	237.00	View chart
Unitedhealth Group Stock (UNH)	0.1	$2.2M	+11%	6.4k	345.30	View chart
Rtx Corporation Stock (RTX)	0.1	$2.2M	+2%	13k	167.31	View chart
Bank America Corp Stock (BAC)	0.1	$2.2M	-2%	42k	51.59	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$2.2M	+26%	39k	55.45	View chart
Linde Stock (LIN)	0.1	$2.1M	+5%	4.5k	475.09	View chart
Tbg Dividend Focus Etf Etf (TBG)	0.1	$2.1M	+69%	65k	33.06	View chart
Spdr S&p 500 Etf Tr Put Opt Etf Put Option	0.1	$2.1M		3.2k	666.18	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$2.1M	-41%	21k	99.53	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.1	$2.0M	+2%	55k	37.29	View chart
Conocophillips Stock (COP)	0.1	$2.0M	-11%	22k	94.59	View chart
Abbott Labs Stock (ABT)	0.1	$2.0M		15k	133.94	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.1	$2.0M	-33%	51k	39.32	View chart
Cloudflare Inc Cl A Stock (NET)	0.1	$2.0M	+8%	9.3k	214.58	View chart
Procter And Gamble Stock (PG)	0.1	$2.0M	+4%	13k	153.62	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.0M	+167%	75k	26.34	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.9M	+1033%	20k	96.55	View chart
Cisco Sys Stock (CSCO)	0.1	$1.9M		28k	68.42	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.9M	+8%	20k	93.79	View chart
Wells Fargo Stock (WFC)	0.1	$1.9M	-3%	23k	83.83	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.9M	-9%	28k	67.50	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$1.9M	+694%	37k	51.28	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.9M	+36%	5.7k	331.66	View chart
Ge Vernova Stock (GEV)	0.1	$1.9M	+4%	3.0k	614.90	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.8M		30k	59.20	View chart
Merck & Co Stock (MRK)	0.1	$1.8M	+24%	21k	84.74	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.8M	+6%	40k	44.00	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$1.8M	-16%	18k	99.52	View chart
Mckesson Corp Stock (MCK)	0.1	$1.7M	-6%	2.2k	773.06	View chart
Franklin Ftse Europe Etf Etf (FLEE)	0.1	$1.7M	-8%	50k	34.70	View chart
Coca Cola Stock (KO)	0.1	$1.7M		26k	66.30	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$1.7M		32k	53.87	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$1.7M	-3%	44k	39.51	View chart
Republic Svcs Stock (RSG)	0.1	$1.7M	-8%	5.8k	291.00	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$1.7M		46k	36.55	View chart
Jabil Stock (JBL)	0.1	$1.7M		7.7k	217.15	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$1.7M	+8%	3.8k	435.49	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.7M	+494%	59k	27.90	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.6M	+26%	3.5k	468.41	View chart
Amcor Plc Ord Stock (AMCR)	0.1	$1.6M	-13%	201k	8.19	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$1.6M	+58%	49k	33.49	View chart
Caterpillar Stock (CAT)	0.1	$1.6M		3.4k	478.62	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.6M	-16%	15k	106.78	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.1	$1.6M	+24%	45k	36.13	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.6M		8.4k	192.74	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$1.6M	-7%	12k	140.05	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.6M		17k	95.47	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$1.6M	+40%	47k	34.17	View chart
Brunswick Corp Stock (BC)	0.1	$1.6M	+19%	25k	63.23	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.6M		9.9k	161.80	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.6M	+34%	8.4k	189.71	View chart
Philip Morris Intl Stock (PM)	0.1	$1.6M	-16%	9.8k	162.20	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$1.6M	+35%	41k	38.02	View chart
Chubb Stock (CB)	0.1	$1.6M	+14%	5.5k	282.28	View chart
American Express Stock (AXP)	0.1	$1.6M	-3%	4.7k	332.27	View chart
Pepsico Stock (PEP)	0.1	$1.6M	+25%	11k	140.50	View chart
Arista Networks Stock (ANET)	0.1	$1.6M	+9%	11k	145.71	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.1	$1.5M	-4%	59k	26.36	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.5M	+15%	4.5k	332.83	View chart
Kla Corp Stock (KLAC)	0.1	$1.5M	+10%	1.4k	1078.60	View chart
Tjx Cos Stock (TJX)	0.1	$1.5M		10k	144.50	View chart
Intel Corp Stock (INTC)	0.1	$1.5M	+45%	44k	33.52	View chart
Roblox Corp Cl A Stock (RBLX)	0.1	$1.5M	+19%	11k	138.56	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.5M	+12%	19k	78.34	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$1.4M		41k	35.69	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$1.4M	-4%	20k	72.26	View chart
Micron Technology Stock (MU)	0.1	$1.4M	+38%	8.6k	167.32	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.1	$1.4M	-34%	29k	49.29	View chart
Qualcomm Stock (QCOM)	0.1	$1.4M	-6%	8.6k	166.26	View chart
Adobe Stock (ADBE)	0.1	$1.4M		4.1k	352.75	View chart
iShares Silver Trust ETF Etf (SLV)	0.1	$1.4M	+10%	34k	42.37	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.4M	+65%	12k	118.97	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.4M	+18%	6.9k	200.93	View chart
General Dynamics Corp Stock (GD)	0.1	$1.4M	+12%	4.0k	341.00	View chart
Servicenow Stock (NOW)	0.1	$1.4M	+5%	1.5k	920.28	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.4M	-14%	14k	100.70	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M		5.8k	236.37	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.4M	+20%	10k	133.90	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.4M	-2%	4.4k	304.79	View chart
Arm Holdings Adr (ARM)	0.1	$1.3M	+13%	9.5k	141.49	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.3M	+160%	50k	26.95	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.3M	-6%	28k	47.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.3M	+124%	6.6k	203.59	View chart
Valero Energy Corp Stock (VLO)	0.1	$1.3M	-5%	7.9k	169.81	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.3M	-2%	6.5k	206.54	View chart
Proshares Ultra Bitcoin Etf Etf (BITU)	0.1	$1.3M		25k	53.39	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.3M	+825%	57k	23.28	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$1.3M	+45%	13k	101.93	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 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
EverSource Wealth Advisors 2022 Q1 filed May 25, 2022

View all past filings

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