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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, PRXG, PRXV, and represent 17.15% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$76M), VEA (+$58M), VTV (+$56M), PRXG (+$35M), PRXV (+$31M), VWO (+$19M), AAPL (+$18M), BNDX (+$18M), BSV (+$17M), VB (+$14M).
Started 277 new stock positions in TOI, VZLA, GPIX, DDD, BNTC, IMNM, NEON, DMAC, EQWL, ALXO.
Reduced shares in these 10 stocks: VBIL (-$13M), SPYG (-$11M), BIL (-$7.2M), PFN (-$7.0M), DUHP (-$6.0M), IAU (-$5.1M), DFSD, FLOT, BIBL, CYBR.
Sold out of its positions in AFCG, HKD, Alpine Global Premier Pptys Fd Com Sbi cef, ACRV, ATNM, RAAA, Advantage Solutions, Agilon Health, AIRT, ALEX.
EverSource Wealth Advisors was a net buyer of stock by $624M.
EverSource Wealth Advisors has $3.3B in assets under management (AUM), dropping by 21.05%.
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 4385 positions in its portfolio as reported in the March 2026 quarterly 13F filing

EverSource Wealth Advisors has 4385 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors March 31, 2026 positions
Download the EverSource Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	4.9	$160M	+89%	366k	436.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.8	$126M	+86%	2.0M	64.08	View chart
Vanguard Value Etf Etf (VTV)	3.8	$125M	+81%	638k	196.20	View chart
Praxis Impact Large Cap Growth Etf Etf (PRXG)	2.4	$79M	+78%	2.4M	32.86	View chart
Praxis Impact Large Cap Value Etf Etf (PRXV)	2.2	$74M	+71%	2.4M	31.09	View chart
Apple Stock (AAPL)	2.0	$65M	+39%	255k	253.79	View chart
iShares Gold Trust ETF Etf (IAU)	1.8	$59M	-7%	666k	88.16	View chart
Nvidia Corporation Stock (NVDA)	1.5	$48M	+13%	274k	174.40	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.3	$44M	+62%	565k	78.41	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.3	$44M	-14%	479k	91.64	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$42M	+83%	781k	54.05	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$39M	+26%	122k	320.81	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.1	$37M	+93%	761k	48.05	View chart
Microsoft Corp Stock (MSFT)	1.1	$35M	+37%	96k	370.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$35M	+13%	121k	287.56	View chart
Amazon Stock (AMZN)	1.0	$34M	+17%	162k	208.27	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.0	$32M	+4%	519k	62.56	View chart
Tesla Stock (TSLA)	1.0	$32M	+6%	87k	371.75	View chart
Broadcom Stock (AVGO)	1.0	$32M	+10%	103k	309.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$29M	+2%	49k	597.55	View chart
Apollo Global Mgmt Stock (APO)	0.9	$29M	-2%	260k	111.42	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$29M	+90%	110k	261.93	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$27M		127k	215.06	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.8	$27M		690k	38.86	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.8	$27M	+5%	452k	59.03	View chart
Avantis International Equity Etf Etf (AVDE)	0.7	$24M	+49%	277k	84.84	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$22M	+9%	33k	650.34	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$21M	+45%	74k	286.86	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$21M		32k	653.20	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.6	$21M	+58%	501k	41.81	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.6	$20M		15k	1320.84	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$20M	+3%	283k	70.18	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$20M		136k	146.28	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.6	$19M	-40%	254k	75.65	View chart
Applied Matls Stock (AMAT)	0.6	$19M		56k	341.79	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.6	$19M	+6%	496k	38.42	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.6	$19M	+10%	527k	35.53	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.6	$19M		236k	79.27	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.6	$18M		158k	114.91	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.5	$18M	+92%	384k	46.95	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$17M	+87%	222k	77.18	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.5	$16M	+3%	647k	25.37	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.5	$16M	+2%	553k	29.49	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	0.5	$16M	+31%	601k	26.81	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.5	$16M	+96%	232k	68.78	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$16M	+16%	266k	59.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$16M		27k	577.19	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$16M	+73%	597k	26.20	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.5	$16M	+11%	693k	22.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$15M	+14%	27k	572.14	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$15M	+41%	50k	294.16	View chart
Crh Plc Ord Stock (CRH)	0.4	$14M	+4%	135k	105.12	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$14M	-5%	145k	97.13	View chart
Walmart Stock (WMT)	0.4	$14M	+24%	114k	124.28	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.4	$14M	-5%	275k	51.18	View chart
Diamondback Energy Stock (FANG)	0.4	$14M	+3%	70k	197.79	View chart
Smi 3fourteen Real Asset Allocation Etf Etf (RAA)	0.4	$14M	+37%	499k	27.61	View chart
Progressive Corp Stock (PGR)	0.4	$14M		68k	198.24	View chart
Capital Group Growth Etf Etf (CGGR)	0.4	$13M	+7%	321k	40.19	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.4	$13M	+62%	340k	37.20	View chart
Home Depot Stock (HD)	0.4	$12M	+29%	37k	328.89	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$12M		169k	72.08	View chart
Ishares Mbs Etf Etf (MBB)	0.3	$11M		115k	94.95	View chart
Kkr & Co Stock (KKR)	0.3	$11M	+12%	116k	92.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$11M	-3%	22k	479.21	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$10M	+23%	61k	169.66	View chart
Autozone Stock (AZO)	0.3	$10M	+8%	3.0k	3377.78	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.3	$9.9M		229k	43.13	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$9.8M	+13%	133k	73.64	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$9.5M	+5%	163k	58.54	View chart
Chevron Corporation Stock (CVX)	0.3	$9.4M	+15%	46k	206.90	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.3	$9.4M	+4450%	50k	189.59	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$9.1M	+4%	189k	48.46	View chart
Eli Lilly & Co Stock (LLY)	0.3	$8.8M	+34%	9.6k	919.86	View chart
Ciena Corp Stock (CIEN)	0.2	$8.0M	-14%	21k	388.23	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$7.6M	-15%	133k	56.68	View chart
Blackstone Stock (BX)	0.2	$7.2M	+12%	63k	114.99	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.2	$7.2M	+58%	50k	144.96	View chart
Goldman Sachs Group Stock (GS)	0.2	$7.0M	+67%	8.3k	845.78	View chart
Strategy Inc Cl A Stock (MSTR)	0.2	$7.0M	+6%	56k	124.80	View chart
Kirby Corp Stock (KEX)	0.2	$6.9M		52k	132.88	View chart
Amgen Stock (AMGN)	0.2	$6.9M		20k	351.86	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.2	$6.9M	+105%	154k	44.85	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$6.9M	+57%	16k	430.30	View chart
Netflix Stock (NFLX)	0.2	$6.7M	+11%	69k	96.15	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$6.6M	+4%	93k	70.91	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$6.5M	+52%	40k	164.13	View chart
Rb Global Stock (RBA)	0.2	$6.5M		68k	95.85	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$6.4M		17k	390.41	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$6.4M	+49%	35k	184.32	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$6.4M	+59%	18k	367.44	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$6.3M	+33%	6.3k	996.31	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.2	$6.3M	+278%	156k	40.47	View chart
Texas Pacific Land Corporation Stock (TPL)	0.2	$6.3M	+18%	13k	474.54	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$6.2M		45k	138.32	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.2	$6.2M		90k	69.30	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$6.2M		118k	52.78	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.2	$6.1M	+7%	48k	128.26	View chart
Pgim Short Duration High Yield Etf Etf (PSH)	0.2	$6.1M	+2%	123k	49.59	View chart
Inspire International Etf Etf (WWJD)	0.2	$6.0M		162k	37.39	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$6.0M	-15%	41k	148.10	View chart
D R Horton Stock (DHI)	0.2	$5.9M	-2%	43k	137.22	View chart
Inspire 500 Etf Etf (PTL)	0.2	$5.9M	+233%	24k	250.56	View chart
Visa Inc Com Cl A Stock (V)	0.2	$5.9M	+9%	19k	302.25	View chart
Palo Alto Networks Stock (PANW)	0.2	$5.9M	+38%	37k	160.32	View chart
Applied Finance Ivs Us Smid Etf Etf (IVSS)	0.2	$5.8M	NEW	225k	25.95	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.2	$5.8M	-29%	121k	47.88	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$5.7M	+14%	169k	33.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$5.7M	+12%	63k	90.53	View chart
iShares Silver Trust ETF Etf (SLV)	0.2	$5.6M	+29%	83k	68.14	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$5.5M	+7%	55k	99.86	View chart
Healthequity Stock (HQY)	0.2	$5.5M	+21%	66k	83.57	View chart
Johnson & Johnson Stock (JNJ)	0.2	$5.5M	+49%	23k	244.42	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$5.5M	+55%	25k	217.26	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.2	$5.4M	+12%	61k	88.46	View chart
Southern Stock (SO)	0.2	$5.2M	+66%	54k	96.51	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$5.1M	+23%	66k	77.11	View chart
Micron Technology Stock (MU)	0.2	$5.0M	+54%	15k	337.81	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.2	$5.0M	+49%	118k	42.49	View chart
Deere & Co Stock (DE)	0.2	$5.0M	+9%	8.9k	563.27	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$5.0M	+26%	15k	338.01	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.2	$4.9M	+45%	61k	80.58	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$4.8M	+4%	114k	42.54	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$4.8M	-4%	97k	49.89	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$4.6M	+2%	68k	68.28	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$4.6M		135k	33.97	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$4.6M	+14%	149k	30.68	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$4.4M	NEW	88k	49.81	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$4.4M	-18%	104k	42.22	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$4.4M	+19%	124k	35.04	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.1	$4.3M	-12%	163k	26.58	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.1	$4.3M	+56%	90k	47.57	View chart
Jabil Stock (JBL)	0.1	$4.0M	+92%	15k	265.60	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.1	$4.0M	+12%	94k	42.45	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$4.0M	+4%	43k	91.77	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.1	$3.9M	-60%	107k	36.76	View chart
Morgan Stanley Stock (MS)	0.1	$3.8M	+55%	23k	164.59	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$3.8M		51k	74.35	View chart
Merck & Co Stock (MRK)	0.1	$3.7M	+33%	31k	120.29	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$3.7M	-4%	93k	39.48	View chart
Tbg Dividend Focus Etf Etf (TBG)	0.1	$3.6M	+23%	105k	34.86	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.6M	+23%	32k	113.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$3.6M	+15%	7.2k	499.59	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$3.6M	+20%	107k	33.74	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$3.6M	+12%	52k	69.75	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$3.6M		5.00	718140.00	View chart
Oracle Corp Stock (ORCL)	0.1	$3.6M	+48%	24k	147.12	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$3.6M		57k	62.45	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$3.6M	+10%	27k	132.90	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$3.6M	-36%	70k	50.95	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$3.5M	-7%	50k	71.13	View chart
Spdr S&p 500 Etf Tr Cll Opt 12/27 815.0 Cal Stock Call Option	0.1	$3.5M	+100%	5.4k	650.34	View chart
Marathon Pete Corp Stock (MPC)	0.1	$3.5M	+55%	14k	244.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$3.4M	+2%	51k	67.53	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$3.3M	+12%	137k	24.39	View chart
Mckesson Corp Stock (MCK)	0.1	$3.3M	+66%	3.8k	861.63	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$3.3M	-12%	9.2k	356.56	View chart
Caterpillar Stock (CAT)	0.1	$3.3M	+2%	4.6k	708.57	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$3.3M	+5%	94k	34.55	View chart
Ge Aerospace Stock (GE)	0.1	$3.2M	+21%	11k	283.72	View chart
Cisco Sys Stock (CSCO)	0.1	$3.2M	+44%	41k	77.59	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$3.2M	+32%	83k	38.42	View chart
Coca Cola Stock (KO)	0.1	$3.1M	+55%	41k	76.06	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$3.1M	-16%	68k	44.87	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.0M	+51%	5.0k	604.52	View chart
Abbvie Stock (ABBV)	0.1	$3.0M	+15%	14k	217.47	View chart
Tjx Cos Stock (TJX)	0.1	$3.0M	+36%	19k	159.70	View chart
Ge Vernova Stock (GEV)	0.1	$3.0M	+8%	3.4k	872.86	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.9M	+20%	51k	57.58	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$2.9M	+75%	29k	100.66	View chart
Valero Energy Corp Stock (VLO)	0.1	$2.9M	+49%	12k	247.13	View chart
Clean Harbors Stock (CLH)	0.1	$2.9M		9.9k	286.73	View chart
Rtx Corporation Stock (RTX)	0.1	$2.8M	+10%	15k	192.91	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.7M	+34%	6.4k	426.44	View chart
Procter & Gamble Stock (PG)	0.1	$2.7M	+80%	19k	144.44	View chart
Masco Corp Stock (MAS)	0.1	$2.7M		45k	60.37	View chart
Fidelity Enhanced Emerging Markets Etf Etf (FEMR)	0.1	$2.7M	+52%	79k	34.15	View chart
Conocophillips Stock (COP)	0.1	$2.7M		20k	132.00	View chart
Linde Stock (LIN)	0.1	$2.7M	+25%	5.4k	495.77	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.1	$2.7M	-5%	95k	27.92	View chart
Kla Corp Stock (KLAC)	0.1	$2.6M	+13%	1.8k	1472.58	View chart
Somnigroup International Stock (SGI)	0.1	$2.6M		35k	73.92	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$2.6M	+44%	56k	46.24	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$2.5M	+11%	32k	78.66	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.5M	+17%	32k	79.61	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.5M	+11%	12k	203.43	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$2.5M	+36%	23k	106.50	View chart
Occidental Pete Corp Stock (OXY)	0.1	$2.5M	+35%	38k	65.00	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$2.5M	+17%	13k	191.80	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$2.4M		25k	97.23	View chart
Comfort Sys Usa Stock (FIX)	0.1	$2.4M	+12%	1.7k	1379.00	View chart
Apple Inc Put Opt 12/27 210.0 Put Stock Put Option	0.1	$2.4M	+100%	9.4k	253.79	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$2.4M		46k	51.23	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.1	$2.3M	-15%	51k	46.44	View chart
Dimensional International Core Fixed Income Etf Etf (DFGX)	0.1	$2.3M	-25%	45k	52.45	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.3M	+12%	12k	191.92	View chart
Constellation Energy Corp Stock (CEG)	0.1	$2.3M	+36%	8.3k	279.27	View chart
Chubb Ltd Switz Stock (CB)	0.1	$2.3M	-2%	7.1k	326.05	View chart
Western Digital Corp Stock (WDC)	0.1	$2.3M	+20%	8.5k	270.45	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$2.3M	-37%	18k	127.73	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$2.3M	+15%	65k	35.44	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$2.3M	-44%	49k	47.15	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$2.3M	+7%	47k	48.75	View chart
Phillips 66 Stock (PSX)	0.1	$2.3M	+31%	12k	182.13	View chart
Halliburton Stock (HAL)	0.1	$2.3M	+22%	58k	38.99	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$2.2M	+76%	85k	26.18	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.1	$2.2M	+3%	50k	44.18	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$2.2M	+13%	43k	50.84	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.2M	+25%	36k	60.65	View chart
Fedex Corp Stock (FDX)	0.1	$2.2M	+17%	6.1k	356.18	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.1M	+14%	10k	213.66	View chart
Franklin Ftse Europe Etf Etf (FLEE)	0.1	$2.1M	+71%	58k	36.36	View chart
Salesforce Stock (CRM)	0.1	$2.1M	+22%	11k	186.69	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$2.1M	+15%	24k	86.14	View chart
Virtus Newfleet Multi-sector Bond Etf Etf (NFLT)	0.1	$2.1M	+32%	92k	22.75	View chart
Tweedy Browne Insider Value Etf Trust Units Etf (COPY)	0.1	$2.1M	+733%	151k	13.72	View chart
Republic Svcs Stock (RSG)	0.1	$2.1M	+58%	9.4k	219.18	View chart
Pepsico Stock (PEP)	0.1	$2.1M	+3%	13k	155.31	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$2.0M	-8%	67k	30.50	View chart
Abbott Laboratories Stock (ABT)	0.1	$2.0M	+36%	20k	102.68	View chart
American Express Stock (AXP)	0.1	$2.0M	+12%	6.6k	302.50	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$2.0M	-7%	9.4k	213.67	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$2.0M	-11%	55k	36.04	View chart
Aflac Stock (AFL)	0.1	$2.0M	+360%	18k	109.71	View chart
Quest Diagnostics Stock (DGX)	0.1	$1.9M	+61%	9.6k	195.98	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$1.9M	-10%	35k	54.13	View chart
Philip Morris Intl Stock (PM)	0.1	$1.9M	+19%	11k	165.34	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.8M	+2%	41k	45.52	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$1.8M	-10%	57k	32.22	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$1.8M	+6619%	18k	100.57	View chart
Lkq Corp Stock (LKQ)	0.1	$1.8M	+4%	62k	29.37	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$1.8M	+6%	80k	22.49	View chart
Citigroup Stock (C)	0.1	$1.8M	+21%	16k	113.41	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.8M	+28%	5.8k	310.84	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$1.8M	+32%	14k	126.34	View chart
First Horizon Corporation Stock (FHN)	0.1	$1.8M	+5%	78k	22.76	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.8M	+91%	6.9k	257.61	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$1.8M	+54%	19k	94.24	View chart
Eventide High Dividend Etf Etf (ELCV)	0.1	$1.8M	+66%	61k	29.00	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.8M	+306%	35k	50.61	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$1.8M	+41%	7.0k	250.42	View chart
Generac Hldgs Stock (GNRC)	0.1	$1.8M	+1204%	9.0k	195.33	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.1	$1.8M	NEW	51k	34.41	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.1	$1.7M	+55%	36k	48.86	View chart
Eog Res Stock (EOG)	0.1	$1.7M	+61%	12k	144.58	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.7M	+10%	30k	58.18	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.7M	+12%	8.2k	208.12	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.1	$1.7M	+12%	18k	96.98	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$1.7M	-3%	22k	76.54	View chart
Packaging Corp Amer Stock (PKG)	0.1	$1.7M	+49%	8.0k	212.22	View chart

Past Filings by EverSource Wealth Advisors

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

EverSource Wealth Advisors 2026 Q1 restated filed May 18, 2026
EverSource Wealth Advisors 2026 Q1 filed May 14, 2026
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

View all past filings

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