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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 VEA, AAPL, VUG, VTV, VCSH, and represent 14.93% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$6.0M), AAPL (+$5.2M), JEPI, BRK.B, COST, Rb Global, MSFT, VUG, PPG, VHT.
Started 286 new stock positions in CM, RDVY, XHLF, Rb Global, RWLK, BLCO, VBTX, Knife River Corp, HCP, SGOV.
Reduced shares in these 10 stocks: SHY (-$5.7M), PICK, PAVE, XES, TGT, BIL, XLF, JNJ, CDC, VB.
Sold out of its positions in ABBNY, SDOG, AMCX, ARKG, AZZ, AAN, ACIW, ADTN, AHCO, ADV.
EverSource Wealth Advisors was a net buyer of stock by $70M.
EverSource Wealth Advisors has $907M in assets under management (AUM), dropping by 12.94%.
Central Index Key (CIK): 0001710537

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Portfolio Holdings for EverSource Wealth Advisors

EverSource Wealth Advisors holds 2512 positions in its portfolio as reported in the June 2023 quarterly 13F filing

EverSource Wealth Advisors has 2512 total positions. Only the first 250 positions are shown.

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Download the EverSource Wealth Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.7	$33M	+6%	722k	46.18	View chart
Apple Stock (AAPL)	3.5	$32M	+19%	163k	193.97	View chart
Vanguard Growth Etf Etf (VUG)	3.1	$28M	+10%	99k	282.96	View chart
Vanguard Value Etf Etf (VTV)	2.5	$22M	+9%	158k	142.10	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.2	$20M	+3%	263k	75.66	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	2.2	$20M		122k	162.43	View chart
Vanguard Health Care Etf Etf (VHT)	1.8	$16M	+16%	67k	244.82	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.8	$16M		73k	220.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.6	$15M		36k	407.28	View chart
Microsoft Corp Stock (MSFT)	1.6	$15M	+23%	43k	340.54	View chart
iShares Gold Trust ETF Etf (IAU)	1.5	$14M	+16%	370k	36.39	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.4	$13M	-10%	141k	91.82	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.3	$12M	+4%	432k	27.15	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$11M	+19%	91k	119.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$11M	+7%	259k	40.68	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	1.1	$9.6M	+8%	537k	17.83	View chart
Progressive Corp Stock (PGR)	1.0	$9.0M		68k	132.37	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.0	$8.8M	+11%	116k	75.57	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.0	$8.6M	+10%	177k	48.88	View chart
Amazon Stock (AMZN)	0.9	$8.5M	+28%	65k	130.36	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$8.1M	-7%	41k	198.89	View chart
SPDR Gold Shares ETF Etf (GLD)	0.9	$8.0M	+9%	45k	178.27	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.8	$7.7M	+4%	167k	45.99	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.8	$7.6M	+2%	242k	31.35	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.8	$7.4M	-4%	102k	72.50	View chart
Dollar Gen Corp Stock (DG)	0.8	$7.1M	+19%	42k	169.78	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$7.0M	+36%	58k	120.97	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.8	$6.8M		298k	22.86	View chart
Pioneer Nat Res Stock (PXD)	0.7	$6.8M	+18%	33k	207.18	View chart
Chevron Corp Stock (CVX)	0.7	$6.8M	+11%	43k	157.35	View chart
Autozone Stock (AZO)	0.7	$6.7M		2.7k	2493.36	View chart
Broadcom Stock (AVGO)	0.7	$6.6M	+7%	7.6k	867.39	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.7	$6.4M	+16%	35k	181.03	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.7	$6.1M	+4620%	100k	61.01	View chart
Home Depot Stock (HD)	0.7	$6.1M	+12%	20k	310.65	View chart
Applied Matls Stock (AMAT)	0.7	$6.1M	+11%	42k	144.54	View chart
Graphic Packaging Hldg Stock (GPK)	0.7	$5.9M		247k	24.03	View chart
Kkr & Co Stock (KKR)	0.6	$5.7M		102k	56.00	View chart
Amgen Stock (AMGN)	0.6	$5.6M	+13%	25k	222.02	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.6	$5.5M	-6%	68k	81.17	View chart
D R Horton Stock (DHI)	0.6	$5.3M		44k	121.69	View chart
Berry Global Group Stock (BERY)	0.6	$5.0M	+7%	78k	64.34	View chart
Blackstone Stock (BX)	0.5	$4.9M		53k	92.97	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.5	$4.8M	+14%	666k	7.21	View chart
Nvidia Corporation Stock (NVDA)	0.5	$4.7M	+10%	11k	423.03	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.5	$4.7M		131k	35.45	View chart
Lkq Corp Stock (LKQ)	0.5	$4.5M		78k	58.27	View chart
Conocophillips Stock (COP)	0.5	$4.5M	+19%	44k	103.61	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.5	$4.4M		91k	48.16	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.5	$4.4M		19k	235.32	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.5	$4.4M		127k	34.50	View chart
Costco Whsl Corp Stock (COST)	0.5	$4.4M	+198%	8.1k	538.41	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.5	$4.3M	+28%	89k	47.87	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$4.2M	+275%	12k	341.00	View chart
Ishares Tips Bond Etf Etf (TIP)	0.5	$4.2M		39k	107.62	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.5	$4.2M		40k	103.76	View chart
Crown Hldgs Stock (CCK)	0.5	$4.2M	+9%	48k	86.87	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$4.0M		55k	72.62	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$4.0M	+9%	28k	145.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$4.0M	+5%	14k	286.98	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.4	$4.0M	+10%	53k	75.23	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.4	$3.9M	+13%	52k	74.92	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.4	$3.8M		28k	138.38	View chart
Merck & Co Stock (MRK)	0.4	$3.8M		33k	115.39	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.4	$3.8M		65k	58.66	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$3.7M	-3%	50k	75.19	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$3.7M		30k	122.58	View chart
Tesla Stock (TSLA)	0.4	$3.6M	-9%	14k	261.77	View chart
Vanguard Total World Stock Etf Etf (VT)	0.4	$3.5M	+16%	37k	96.98	View chart
Dimensional International Value Etf Etf (DFIV)	0.4	$3.4M		105k	32.85	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.4	$3.4M	+9%	67k	50.82	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$3.3M	+2%	126k	26.33	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$3.3M	+57622%	60k	55.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$3.1M	+24%	61k	51.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.1M		7.0k	445.35	View chart
Fedex Corp Stock (FDX)	0.3	$3.1M		13k	247.90	View chart
Inspire 100 Etf Etf (BIBL)	0.3	$3.1M	+52%	93k	32.89	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$2.9M		6.5k	443.26	View chart
Rb Global Stock	0.3	$2.8M	NEW	46k	60.00	View chart
Visa Inc Com Cl A Stock (V)	0.3	$2.8M	+6%	12k	237.50	View chart
Masco Corp Stock (MAS)	0.3	$2.7M		46k	57.38	View chart
Ppg Inds Stock (PPG)	0.3	$2.6M	+5386%	18k	148.30	View chart
Goldman Sachs Group Stock (GS)	0.3	$2.6M	-10%	8.2k	322.52	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$2.6M	-4%	16k	165.40	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$2.6M		56k	46.39	View chart
Bridge Invt Group Hldgs Inc Com Cl A Stock (BRDG)	0.3	$2.6M		227k	11.35	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.3	$2.6M		33k	79.03	View chart
Walmart Stock (WMT)	0.3	$2.5M	+36%	16k	157.18	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.3	$2.5M	+87%	60k	41.73	View chart
U Haul Holding Company Stock (UHAL)	0.3	$2.5M	+18%	44k	55.32	View chart
Qualcomm Stock (QCOM)	0.3	$2.4M	+27%	21k	119.04	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.3	$2.4M	-2%	50k	47.79	View chart
Abbott Labs Stock (ABT)	0.3	$2.4M	+254%	22k	109.02	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.2	$2.2M		40k	55.56	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.2M	+3%	8.7k	255.51	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$2.2M		53k	41.35	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$2.2M		38k	57.56	View chart
Occidental Pete Corp Stock (OXY)	0.2	$2.2M	+3%	37k	58.80	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$2.1M	+18%	20k	104.04	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$2.1M	-14%	20k	106.07	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.2	$2.0M	+59%	63k	32.13	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.0M		40k	48.94	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.9M	+82%	6.4k	298.43	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$1.9M	+25%	13k	146.87	View chart
Inspire International Etf Etf (WWJD)	0.2	$1.9M	+83%	67k	27.80	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$1.8M	+62%	4.6k	393.30	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.8M	-33%	11k	165.51	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.8M	+207%	11k	161.83	View chart
Adobe Systems Incorporated Stock (ADBE)	0.2	$1.8M	+15%	3.6k	488.99	View chart
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC)	0.2	$1.7M	-33%	30k	57.60	View chart
Clean Harbors Stock (CLH)	0.2	$1.7M		11k	164.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$1.7M	+50%	17k	97.95	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.2	$1.7M	-2%	34k	49.28	View chart
Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE)	0.2	$1.6M	-19%	72k	22.75	View chart
Tjx Cos Stock (TJX)	0.2	$1.6M	+205%	19k	84.79	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$1.6M	+156%	15k	108.87	View chart
Netflix Stock (NFLX)	0.2	$1.6M	-2%	3.6k	440.49	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$1.6M	+11%	65k	24.27	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.6M	NEW	3.00	517810.00	View chart
Avantis International Equity Etf Etf (AVDE)	0.2	$1.5M	-2%	27k	57.40	View chart
Lilly Eli & Co Stock (LLY)	0.2	$1.5M	-8%	3.2k	468.61	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$1.5M		64k	23.31	View chart
Pepsico Stock (PEP)	0.2	$1.5M	+111%	8.0k	185.22	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.5M	-3%	3.1k	478.91	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.4M	+82%	3.9k	369.45	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	0.2	$1.4M		31k	45.85	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$1.4M	+4%	8.6k	157.82	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$1.4M	+2%	13k	107.25	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$1.4M		25k	54.80	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.2	$1.4M	+88%	29k	46.35	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$1.3M		32k	40.92	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.3M	+66%	19k	69.13	View chart
Abbvie Stock (ABBV)	0.1	$1.3M	+47%	9.6k	134.72	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.3M		6.2k	205.77	View chart
Oracle Corp Stock (ORCL)	0.1	$1.3M	+9%	11k	119.08	View chart
Salesforce Stock (CRM)	0.1	$1.3M	+5%	6.0k	211.26	View chart
Bank America Corp Stock (BAC)	0.1	$1.3M	+86%	44k	28.69	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.3M	-2%	22k	57.73	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.3M	-4%	2.6k	480.72	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.2M	+186%	4.0k	308.63	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$1.2M	+48%	15k	80.00	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.2M	+2%	22k	56.65	View chart
Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE)	0.1	$1.2M	-23%	52k	22.99	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.2M	+68%	29k	41.55	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.2M	+1427%	4.4k	264.02	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.1M	+5%	4.4k	261.50	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.1M	+208%	12k	99.06	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M	+128%	10k	110.37	View chart
Procter And Gamble Stock (PG)	0.1	$1.1M		7.4k	151.72	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.1M	+395%	20k	56.68	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.1M		8.2k	134.87	View chart
Simon Ppty Group Reit (SPG)	0.1	$1.1M	+64%	9.3k	115.48	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M	+2%	19k	56.08	View chart
Disney Walt Stock (DIS)	0.1	$1.0M	+47%	12k	89.28	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$1.0M	-16%	16k	63.20	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$996k	+1600%	850.00	1171.82	View chart
Morgan Stanley Stock (MS)	0.1	$971k	-3%	11k	85.39	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$967k	-5%	9.9k	97.52	View chart
Southern Stock (SO)	0.1	$966k	-2%	14k	70.25	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.1	$957k	-19%	44k	21.77	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.1	$955k	+34%	24k	40.70	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$948k	-25%	19k	50.22	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$948k		9.9k	95.41	View chart
Eog Res Stock (EOG)	0.1	$936k	-2%	8.2k	114.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$920k	-3%	3.3k	275.19	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$896k	-62%	27k	33.71	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$893k	+82%	12k	72.69	View chart
Ishares Global Reit Etf Etf (REET)	0.1	$891k	-12%	39k	22.97	View chart
Boeing Stock (BA)	0.1	$880k		4.2k	211.16	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$873k	+1157%	7.2k	121.13	View chart
Pfizer Stock (PFE)	0.1	$864k	-3%	24k	36.68	View chart
Jabil Stock (JBL)	0.1	$857k		7.9k	108.00	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$844k	-11%	19k	45.48	View chart
Republic Svcs Stock (RSG)	0.1	$828k	+9%	5.4k	153.40	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$816k	-31%	16k	51.34	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$813k	-2%	15k	53.81	View chart
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO)	0.1	$809k	-31%	13k	61.61	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$809k	-9%	8.0k	100.92	View chart
Linde Stock (LIN)	0.1	$805k		2.1k	380.82	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$789k	-7%	7.1k	110.45	View chart
Wells Fargo Stock (WFC)	0.1	$787k	-2%	18k	42.68	View chart
Unilever Adr (UL)	0.1	$786k	+158%	15k	52.13	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$785k		7.9k	99.65	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$785k	-7%	4.2k	188.06	View chart
Victoryshares Us Large Cap High Dividend Volatility Wtd Etf Etf (CDL)	0.1	$780k	+1177%	14k	56.58	View chart
Quest Diagnostics Stock (DGX)	0.1	$780k		5.5k	140.67	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$773k	+16%	15k	50.09	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$772k		1.5k	522.71	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$758k	+39%	24k	31.88	View chart
Marathon Pete Corp Stock (MPC)	0.1	$749k		6.4k	116.60	View chart
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)	0.1	$747k	+3186%	21k	35.98	View chart
Advanced Micro Devices Stock (AMD)	0.1	$744k	+17%	6.5k	113.91	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$744k	-13%	4.1k	179.32	View chart
Deere & Co Stock (DE)	0.1	$729k	+26%	1.8k	405.19	View chart
Mckesson Corp Stock (MCK)	0.1	$727k	+4%	1.7k	427.31	View chart
Coca Cola Stock (KO)	0.1	$713k	+4%	12k	60.22	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$697k	-16%	13k	51.98	View chart
General Mls Stock (GIS)	0.1	$679k		8.9k	76.71	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$652k	-6%	7.0k	93.26	View chart
Devon Energy Corp Stock (DVN)	0.1	$651k	-36%	14k	48.34	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$650k		1.4k	460.66	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.1	$648k	+316%	21k	31.50	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$641k	-5%	5.0k	126.96	View chart
Cisco Sys Stock (CSCO)	0.1	$639k	-10%	12k	51.73	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.1	$634k	+343%	11k	56.72	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$634k	+8%	5.9k	106.73	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$629k		3.0k	207.06	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$625k	+10%	26k	24.05	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$620k		10k	62.27	View chart
Texas Instrs Stock (TXN)	0.1	$617k	-9%	3.4k	180.01	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.1	$615k		13k	47.79	View chart
Colgate Palmolive Stock (CL)	0.1	$612k	+665%	7.9k	77.04	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$610k	-9%	7.9k	77.61	View chart
Caterpillar Stock (CAT)	0.1	$592k	-12%	2.4k	246.05	View chart
Valero Energy Corp Stock (VLO)	0.1	$589k	+6%	5.0k	117.30	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$589k		5.1k	115.25	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$574k	+8%	21k	27.04	View chart
Lowes Cos Stock (LOW)	0.1	$567k	+15%	2.5k	225.77	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.1	$560k		8.8k	63.60	View chart
Pool Corp Stock (POOL)	0.1	$556k	+16%	1.5k	375.07	View chart
Paypal Hldgs Stock (PYPL)	0.1	$546k	-16%	8.2k	66.73	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.1	$533k		9.8k	54.18	View chart
Medtronic Stock (MDT)	0.1	$524k	-15%	6.0k	88.09	View chart
Chubb Stock (CB)	0.1	$518k	-6%	2.7k	192.56	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.1	$514k	-2%	11k	45.63	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$513k	-7%	5.2k	97.94	View chart
American Express Stock (AXP)	0.1	$510k	+6%	2.9k	174.20	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$502k	-6%	4.0k	125.31	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$501k	+15%	10k	48.06	View chart
Philip Morris Intl Stock (PM)	0.1	$496k	-8%	5.1k	97.64	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$489k	-4%	675.00	725.06	View chart
Elevance Health Stock (ELV)	0.1	$478k	+11%	1.1k	444.39	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$478k	NEW	14k	33.15	View chart
Cooper Cos Stock (COO)	0.1	$472k		1.2k	383.44	View chart
BP Adr (BP)	0.1	$471k		13k	35.29	View chart
Zebra Technologies Corporation Cl A Stock (ZBRA)	0.1	$466k	-3%	1.6k	295.83	View chart
Phillips 66 Stock (PSX)	0.1	$461k		4.8k	95.28	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$459k		12k	39.21	View chart
Siteone Landscape Supply Stock (SITE)	0.1	$454k	-7%	2.7k	167.36	View chart
Fiserv Stock (FI)	0.0	$452k	-2%	3.6k	126.15	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$452k	-2%	1.9k	241.33	View chart
Packaging Corp Amer Stock (PKG)	0.0	$451k		3.4k	132.17	View chart
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)	0.0	$448k		5.8k	77.42	View chart
Analog Devices Stock (ADI)	0.0	$444k	+16%	2.3k	194.67	View chart
Keysight Technologies Stock (KEYS)	0.0	$440k		2.6k	167.50	View chart
Astrazeneca Adr (AZN)	0.0	$439k	-7%	6.1k	71.56	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$439k	-30%	2.9k	148.83	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$437k		1.3k	343.93	View chart
Nextera Energy Stock (NEE)	0.0	$435k		5.9k	74.22	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$431k	-20%	8.7k	49.31	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 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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