EverSource Wealth Advisors

Latest statistics and disclosures from EverSource Wealth Advisors's latest quarterly 13F-HR filing:

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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 2045 positions in its portfolio as reported in the September 2022 quarterly 13F filing

EverSource Wealth Advisors has 2045 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 4.0 $18M -5% 237k 74.28
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.0 $17M +31% 479k 36.36
Apple Stock (AAPL) 3.1 $14M +22% 99k 138.81
Vanguard Total Stock Market Etf Etf (VTI) 2.6 $11M -5% 64k 179.45
Vanguard S&p 500 Etf Etf (VOO) 2.6 $11M 35k 328.31
Vanguard Dividend Appreciation Etf Etf (VIG) 2.5 $11M +3% 82k 135.16
I3 Verticals Inc Com Cl A Stock (IIIV) 2.3 $9.9M -5% 496k 20.03
Dimensional Us Core Equity 2 Etf Etf (DFAC) 2.0 $8.7M +34% 352k 24.79
Vanguard Growth Etf Etf (VUG) 1.9 $8.1M +125% 38k 211.76
Microsoft Corp Stock (MSFT) 1.8 $7.9M +10% 34k 233.33
Vanguard Value Etf Etf (VTV) 1.7 $7.3M +145% 59k 124.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.3 $5.8M +39% 160k 36.49
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 1.3 $5.6M +9% 124k 45.10
Blackrock Short Maturity Bond Etf Etf (NEAR) 1.3 $5.5M NEW 111k 49.26

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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 1.2 $5.4M +22% 217k 24.75
Vanguard Small-cap Etf Etf (VB) 1.2 $5.1M +31% 27k 187.50
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 1.1 $4.8M +8% 83k 58.31
Insperity Stock (NSP) 1.0 $4.2M 41k 102.08
Vanguard Short-term Bond Etf Etf (BSV) 0.9 $4.0M +101% 54k 74.83
Vanguard Total International Bond Etf Etf (BNDX) 0.9 $3.9M +141% 82k 47.74
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.9 $3.9M +12% 132k 29.61
Amazon Stock (AMZN) 0.8 $3.7M +4% 33k 112.75
Vanguard Mega Cap Value Etf Etf (MGV) 0.8 $3.6M -9% 40k 89.93
Dimensional U.s. Equity Etf Etf (DFUS) 0.8 $3.6M +11% 92k 38.82
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $3.6M -15% 54k 66.43
Vanguard Mid-cap Value Etf Etf (VOE) 0.8 $3.6M -5% 29k 121.80
Vanguard Mega Cap Growth Etf Etf (MGK) 0.7 $3.2M -8% 18k 174.31
Spdr S&p Dividend Etf Etf (SDY) 0.7 $3.1M +4% 28k 111.50
Home Depot Stock (HD) 0.7 $3.1M +77% 10k 300.00
Avantis U.s. Equity Etf Etf (AVUS) 0.7 $3.1M +7% 50k 62.36
Servisfirst Bancshares Stock (SFBS) 0.6 $2.8M 34k 80.02
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $2.7M +2760% 28k 96.59
Dimensional International Value Etf Etf (DFIV) 0.6 $2.7M +7% 105k 25.76
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.6 $2.6M -14% 34k 75.66
Jpmorgan Chase & Co Stock (JPM) 0.6 $2.6M +49% 26k 98.04
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $2.5M +12% 7.1k 360.25
Vanguard Small Cap Value Etf Etf (VBR) 0.6 $2.4M -7% 17k 143.45
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $2.4M +1985% 25k 95.31
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.5 $2.3M +5% 40k 59.37
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.5 $2.2M +36% 57k 38.99
Avantis Core Fixed Income Etf Etf (AVIG) 0.5 $2.2M +6% 55k 40.47
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.5 $2.0M +11% 24k 81.63
Unitedhealth Group Stock (UNH) 0.4 $1.8M 3.6k 506.25
Johnson & Johnson Stock (JNJ) 0.4 $1.8M +12% 11k 163.39
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.4 $1.8M +161% 24k 73.47
Ishares Msci Eafe Etf Etf (EFA) 0.4 $1.7M 30k 56.02
Vanguard Long-term Bond Etf Etf (BLV) 0.4 $1.6M +168% 23k 71.94
Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE) 0.4 $1.6M +55% 71k 22.41
Ishares Msci Eafe Value Etf Etf (EFV) 0.4 $1.6M -14% 41k 38.53
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.4 $1.6M -17% 33k 48.48
Avantis Short-term Fixed Income Etf Etf (AVSF) 0.4 $1.6M +5% 35k 45.63
Chevron Corp Stock (CVX) 0.3 $1.5M +33% 11k 142.86
Visa Inc Com Cl A Stock (V) 0.3 $1.5M -8% 8.4k 177.80
Ishares International Select Dividend Etf Etf (IDV) 0.3 $1.5M -18% 66k 22.53
Inspire 100 Etf Etf (BIBL) 0.3 $1.5M 53k 27.81
Goldman Sachs Group Stock (GS) 0.3 $1.5M +975% 4.9k 297.30
Avantis International Equity Etf Etf (AVDE) 0.3 $1.4M +8% 32k 45.61
Mastercard Incorporated Cl A Stock (MA) 0.3 $1.4M +235% 5.0k 286.21
United Parcel Service Inc Cl B Stock (UPS) 0.3 $1.4M +93% 8.7k 160.92
Vanguard Total World Stock Etf Etf (VT) 0.3 $1.4M 18k 78.89
Occidental Pete Corp Stock (OXY) 0.3 $1.4M +2007% 22k 62.99
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $1.4M -17% 24k 57.77
Eog Res Stock (EOG) 0.3 $1.3M +64% 12k 112.39
Thermo Fisher Scientific Stock (TMO) 0.3 $1.3M +277% 2.6k 504.76
Tesla Stock (TSLA) 0.3 $1.3M +248% 4.9k 267.76
Dimensional Core Fixed Income Etf Etf (DFCF) 0.3 $1.3M +86% 25k 52.63
Lilly Eli & Co Stock (LLY) 0.3 $1.3M 3.7k 357.14
Morgan Stanley Stock (MS) 0.3 $1.3M +348% 16k 78.12
Cvs Health Corp Stock (CVS) 0.3 $1.3M +350% 13k 95.89
Walmart Stock (WMT) 0.3 $1.2M +161% 10k 125.00
Broadcom Stock (AVGO) 0.3 $1.2M +16% 2.7k 454.55
Analog Devices Stock (ADI) 0.3 $1.2M +233% 8.3k 140.62
Dimensional Us Small Cap Etf Etf (DFAS) 0.3 $1.2M +22% 25k 46.53
Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE) 0.3 $1.1M +61% 49k 23.33
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.3 $1.1M -11% 61k 18.89
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO) 0.3 $1.1M 17k 64.16
Costco Whsl Corp Stock (COST) 0.3 $1.1M +64% 2.3k 472.13
Oracle Corp Stock (ORCL) 0.2 $1.1M +554% 11k 100.00
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.2 $1.0M +94% 23k 44.34
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $1.0M NEW 44k 23.26
Avantis International Small Cap Value Etf Etf (AVDV) 0.2 $1.0M 21k 47.57
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $1.0M 5.9k 170.50
Conocophillips Stock (COP) 0.2 $988k +60% 9.6k 102.73
Meta Platforms Inc Cl A Stock (META) 0.2 $985k +4% 7.3k 134.95
Marsh & Mclennan Cos Stock (MMC) 0.2 $948k -12% 6.3k 151.52
Pfizer Stock (PFE) 0.2 $947k +121% 22k 43.01
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $931k +539% 23k 41.03
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $928k 2.6k 357.20
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $922k -7% 18k 52.01
Ishares Msci Eafe Growth Etf Etf (EFG) 0.2 $909k +15% 6.4k 142.86
Quest Diagnostics Stock (DGX) 0.2 $905k +6100% 7.7k 117.65
Berkley W R Corp Stock (WRB) 0.2 $904k -11% 12k 72.73
Inspire Small/mid Cap Etf Etf (ISMD) 0.2 $901k +21% 33k 27.38
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $898k +11% 8.8k 102.27
Medtronic Stock (MDT) 0.2 $897k -7% 8.1k 111.11
Southern Stock (SO) 0.2 $896k +10% 13k 68.97
Exxon Mobil Corp Stock (XOM) 0.2 $886k -11% 10k 87.50
Coca Cola Stock (KO) 0.2 $879k -14% 16k 56.03
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $878k -12% 19k 45.78
Salesforce Stock (CRM) 0.2 $878k +156% 6.2k 142.37
Lowes Cos Stock (LOW) 0.2 $876k +100% 4.7k 187.63
Nextera Energy Stock (NEE) 0.2 $870k +57% 12k 75.00
Nvidia Corporation Stock (NVDA) 0.2 $860k +118% 7.0k 122.30
Republic Svcs Stock (RSG) 0.2 $858k +210% 6.5k 132.53
Devon Energy Corp Stock (DVN) 0.2 $819k +1621% 13k 61.48
Us Bancorp Del Stock (USB) 0.2 $789k -2% 20k 40.16
Procter And Gamble Stock (PG) 0.2 $788k -14% 6.2k 126.34
General Mls Stock (GIS) 0.2 $783k +483% 10k 77.48
Merck & Co Stock (MRK) 0.2 $782k +74% 9.0k 86.65
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $780k +5% 3.6k 219.22
Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $776k +11134% 26k 30.17
Linde Stock (LIN) 0.2 $761k -3% 2.8k 270.62
Blackstone Secd Lending Cef (BXSL) 0.2 $759k NEW 33k 22.74
Mcdonalds Corp Stock (MCD) 0.2 $758k 3.3k 231.09
Invesco Preferred Etf Etf (PGX) 0.2 $751k +18317% 65k 11.55
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.2 $748k +18% 6.5k 114.29
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $737k +42% 31k 24.10
Pool Corp Stock (POOL) 0.2 $731k -10% 1.9k 375.00
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $727k -22% 18k 41.38
Chubb Stock (CB) 0.2 $726k -8% 4.0k 181.43
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.2 $722k -7% 7.8k 92.84
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $718k +33% 8.3k 87.04
Lpl Finl Hldgs Stock (LPLA) 0.2 $709k -4% 4.3k 166.67
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.2 $697k -53% 14k 49.25
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $695k -46% 11k 66.16
Marathon Pete Corp Stock (MPC) 0.2 $691k +548% 6.9k 99.74
Mckesson Corp Stock (MCK) 0.2 $689k +1991% 2.0k 342.86
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM) 0.2 $684k +2% 15k 46.15
Mosaic Stock (MOS) 0.2 $681k +3412% 14k 47.31
Union Pac Corp Stock (UNP) 0.2 $678k -19% 3.4k 198.02
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $676k 7.1k 95.01
Truist Finl Corp Stock (TFC) 0.2 $672k -26% 13k 52.63
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $651k +465% 3.1k 207.55
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.1 $650k 13k 49.26
Ulta Beauty Stock (ULTA) 0.1 $650k +10275% 1.7k 391.30
Abbvie Stock (ABBV) 0.1 $649k -8% 5.2k 125.00
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $633k +20% 2.4k 266.90
Qualcomm Stock (QCOM) 0.1 $633k +208% 6.3k 100.00
Valero Energy Corp Stock (VLO) 0.1 $627k +600% 5.6k 111.11
Cisco Sys Stock (CSCO) 0.1 $627k +5% 16k 39.72
Nordson Corp Stock (NDSN) 0.1 $626k -10% 3.0k 212.19
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.1 $622k -37% 14k 45.95
Lockheed Martin Corp Stock (LMT) 0.1 $619k -6% 1.6k 390.24
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $618k -5% 2.4k 260.87
Texas Instrs Stock (TXN) 0.1 $609k -23% 4.1k 148.94
Disney Walt Stock (DIS) 0.1 $608k +150% 6.2k 97.22
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $596k -16% 10k 57.50
Phillips 66 Stock (PSX) 0.1 $595k +99% 7.4k 79.90
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $594k +26% 6.2k 96.50
Abbott Labs Stock (ABT) 0.1 $587k -4% 6.9k 85.71
Wells Fargo Stock (WFC) 0.1 $584k 15k 39.72
Danaher Corporation Stock (DHR) 0.1 $580k +9% 2.3k 257.35
Comcast Corp New Cl A Stock (CMCSA) 0.1 $567k -26% 19k 29.20
Jabil Stock (JBL) 0.1 $564k NEW 10k 55.56
Archer Daniels Midland Stock (ADM) 0.1 $563k +1955% 7.0k 80.81
Inspire International Etf Etf (WWJD) 0.1 $563k +36% 25k 22.20
Microchip Technology Stock (MCHP) 0.1 $562k +5313% 9.4k 59.63
Pgim Ultra Short Bond Etf Etf (PULS) 0.1 $561k -15% 11k 49.05
Charles Riv Labs Intl Stock (CRL) 0.1 $554k -10% 2.8k 194.44
Raytheon Technologies Corp Stock (RTX) 0.1 $548k -4% 6.7k 81.78
Dollar Gen Corp Stock (DG) 0.1 $537k -14% 2.3k 238.49
Bk Of America Corp Stock (BAC) 0.1 $536k -2% 17k 31.50
Bentley Sys Inc Com Cl B Stock (BSY) 0.1 $530k -10% 17k 30.62
Philip Morris Intl Stock (PM) 0.1 $525k +10% 6.3k 83.12
Elevance Health Stock (ELV) 0.1 $524k +28% 1.2k 454.05
Exponent Stock (EXPO) 0.1 $523k -13% 6.0k 87.80
Watsco Stock (WSO) 0.1 $523k -18% 1.6k 333.33
Automatic Data Processing Stock (ADP) 0.1 $521k -7% 2.6k 200.00
Copart Stock (CPRT) 0.1 $518k -8% 4.9k 105.88
Tjx Cos Stock (TJX) 0.1 $511k -9% 8.2k 62.29
Synovus Finl Corp Stock (SNV) 0.1 $511k NEW 12k 41.24
Humana Stock (HUM) 0.1 $509k 1.1k 483.22
Keysight Technologies Stock (KEYS) 0.1 $506k +2651% 3.1k 161.29
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $497k -11% 7.8k 63.95
Northrop Grumman Corp Stock (NOC) 0.1 $493k -5% 1.1k 465.12
Astrazeneca Adr (AZN) 0.1 $490k -16% 9.0k 54.72
Cooper Cos Stock (COO) 0.1 $486k -5% 1.9k 261.90
Ishares S&p 100 Etf Etf (OEF) 0.1 $479k 3.0k 162.40
Novo-nordisk A S Adr (NVO) 0.1 $476k +5% 4.7k 100.49
Aspen Technology Stock (AZPN) 0.1 $470k +3% 2.0k 237.80
Henry Jack & Assoc Stock (JKHY) 0.1 $470k -11% 2.8k 166.67
Packaging Corp Amer Stock (PKG) 0.1 $461k +17650% 4.3k 108.11
Blackrock Stock (BLK) 0.1 $459k +2% 804.00 571.43
Adobe Systems Incorporated Stock (ADBE) 0.1 $456k -10% 1.7k 276.19
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $455k +19% 1.8k 258.40
Teradyne Stock (TER) 0.1 $454k -10% 6.1k 74.07
Equifax Stock (EFX) 0.1 $449k -10% 2.7k 163.93
Paypal Hldgs Stock (PYPL) 0.1 $447k +56% 4.8k 92.31
Servicenow Stock (NOW) 0.1 $446k +214% 1.2k 370.37
Alerian Mlp Etf Etf (AMLP) 0.1 $428k NEW 12k 36.54
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $422k -5% 1.5k 287.07
Global Pmts Stock (GPN) 0.1 $421k +17% 3.9k 108.97
Allegion Plc Ord Stock (ALLE) 0.1 $412k -10% 4.3k 95.24
Lululemon Athletica Stock (LULU) 0.1 $409k +456% 1.6k 250.00
Oreilly Automotive Stock (ORLY) 0.1 $406k -6% 581.00 698.11
Teledyne Technologies Stock (TDY) 0.1 $397k -4% 1.2k 337.84
Siteone Landscape Supply Stock (SITE) 0.1 $396k -18% 4.4k 90.91
Westrock Stock (WRK) 0.1 $391k +13653% 13k 29.94
Chemed Corp Stock (CHE) 0.1 $390k -15% 890.00 437.97
Lennox Intl Stock (LII) 0.1 $389k -10% 1.7k 222.76
BP Adr (BP) 0.1 $385k +73% 13k 29.10
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $376k -20% 5.4k 69.39
Vanguard Extended Market Etf Etf (VXF) 0.1 $374k -6% 2.9k 127.03
Dolby Laboratories Inc Com Cl A Stock (DLB) 0.1 $370k -2% 5.5k 67.57
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $365k +247% 19k 19.77
Advanced Micro Devices Stock (AMD) 0.1 $362k +237% 5.6k 64.81
Diageo Adr (DEO) 0.1 $360k -13% 2.1k 169.15
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $359k 1.7k 211.45
Knight-swift Transn Hldgs Inc Cl A Stock (KNX) 0.1 $358k +537% 6.8k 52.63
Vanguard Total Bond Market Etf Etf (BND) 0.1 $349k +4% 4.9k 71.24
Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.1 $346k +39% 5.6k 61.69
HP Stock (HPQ) 0.1 $346k +3% 14k 24.36
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $341k +16% 2.5k 135.97
Waste Connections Stock (WCN) 0.1 $339k -16% 2.5k 135.14
Nike Inc Cl B Stock (NKE) 0.1 $336k -4% 4.0k 83.44
Rollins Stock (ROL) 0.1 $335k -10% 9.7k 34.60
Ishares Russell 2000 Etf Etf (IWM) 0.1 $334k -13% 2.0k 165.10
Ansys Stock (ANSS) 0.1 $334k +20% 1.5k 217.39
Fair Isaac Corp Stock (FICO) 0.1 $333k +5% 808.00 412.50
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $333k NEW 6.6k 50.34
Ishares Europe Etf Etf (IEV) 0.1 $333k +477% 8.8k 37.69
Pepsico Stock (PEP) 0.1 $331k +12% 2.0k 163.56
Nxp Semiconductors N V Stock (NXPI) 0.1 $328k +1240% 2.4k 135.14
Regions Financial Corp Stock (RF) 0.1 $322k 16k 19.82
Intercontinental Exchange Stock (ICE) 0.1 $321k -21% 3.5k 90.50
Fidelity Natl Information Svcs Stock (FIS) 0.1 $318k -30% 4.3k 74.58
Thor Inds Stock (THO) 0.1 $318k -31% 4.5k 69.85
Halliburton Stock (HAL) 0.1 $316k +165% 13k 24.21
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $314k +528% 1.9k 166.67
Ishares Tips Bond Etf Etf (TIP) 0.1 $314k -4% 3.0k 105.10
On Semiconductor Corp Stock (ON) 0.1 $313k NEW 5.6k 55.56
Exelixis Stock (EXEL) 0.1 $311k NEW 17k 18.87
Conagra Brands Stock (CAG) 0.1 $310k +8% 9.8k 31.55
Netapp Stock (NTAP) 0.1 $309k +810% 5.3k 58.82
Aon Plc Shs Cl A Stock (AON) 0.1 $308k -21% 1.1k 269.23
Icici Bank Adr (IBN) 0.1 $303k +13% 11k 27.03
Honeywell Intl Stock (HON) 0.1 $302k -27% 1.7k 181.82
Public Storage Reit (PSA) 0.1 $300k +1234% 1.0k 287.88
American Tower Corp Reit (AMT) 0.1 $298k +6% 1.4k 215.00
Bristol-myers Squibb Stock (BMY) 0.1 $295k -13% 4.1k 71.43
Cme Group Stock (CME) 0.1 $293k -12% 1.7k 176.47
Keycorp Stock (KEY) 0.1 $292k +5598% 18k 16.43
Globus Med Inc Cl A Stock (GMED) 0.1 $285k -8% 4.8k 59.78
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $283k -3% 4.2k 67.05
Ishares Global Reit Etf Etf (REET) 0.1 $283k +411% 13k 21.26
Caterpillar Stock (CAT) 0.1 $281k +24% 1.7k 166.67
Timothy Plan Us Small Cap Core Etf Etf (TPSC) 0.1 $278k +45% 10k 27.72
Csx Corp Stock (CSX) 0.1 $277k -2% 11k 26.41
Paychex Stock (PAYX) 0.1 $276k +18% 2.3k 120.00
Asml Holding N V N Y Registry Adr (ASML) 0.1 $275k -25% 661.00 416.67

Past Filings by EverSource Wealth Advisors

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