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 2313 positions in its portfolio as reported in the December 2022 quarterly 13F filing

EverSource Wealth Advisors has 2313 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.0 $26M +31% 628k 41.97
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.8 $18M +3% 244k 75.19
Vanguard Value Etf Etf (VTV) 2.8 $18M +120% 130k 140.37
Vanguard Dividend Appreciation Etf Etf (VIG) 2.7 $18M +45% 118k 151.85
Vanguard Growth Etf Etf (VUG) 2.6 $17M +112% 81k 213.10
Apple Stock (AAPL) 2.3 $15M +18% 117k 129.93
Vanguard Total Stock Market Etf Etf (VTI) 2.1 $14M +15% 74k 191.19
Vanguard Health Care Etf Etf (VHT) 1.9 $13M +97328% 51k 248.05
Vanguard S&p 500 Etf Etf (VOO) 1.9 $12M +2% 35k 351.34
I3 Verticals Inc Com Cl A Stock (IIIV) 1.8 $12M 496k 24.34
iShares Gold Trust ETF Etf (IAU) 1.4 $9.5M +4292% 274k 34.59
Dimensional Us Core Equity 2 Etf Etf (DFAC) 1.4 $9.1M +6% 376k 24.28
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.3 $8.5M +36% 217k 38.98
Progressive Corp Stock (PGR) 1.2 $8.2M +4573% 63k 129.71

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Microsoft Corp Stock (MSFT) 1.2 $7.9M -2% 33k 239.83
Vanguard Small-cap Etf Etf (VB) 1.2 $7.8M +52% 42k 187.19
Dollar Gen Corp Stock (DG) 1.1 $7.2M +1194% 29k 246.25
Vanguard Short-term Bond Etf Etf (BSV) 1.0 $6.8M +68% 91k 75.28
Chevron Corp Stock (CVX) 1.0 $6.7M +254% 37k 179.43
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 1.0 $6.5M +15% 143k 45.52
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 1.0 $6.4M +3% 224k 28.78
Vanguard Total International Bond Etf Etf (BNDX) 0.9 $6.0M +55% 128k 47.43
Autozone Stock (AZO) 0.9 $6.0M +30375% 2.4k 2466.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $6.0M +166% 68k 88.23
Home Depot Stock (HD) 0.8 $5.5M +65% 17k 315.85
Amgen Stock (AMGN) 0.8 $5.4M +785% 21k 262.64
Pioneer Nat Res Stock (PXD) 0.7 $4.8M +7020% 21k 228.39
Kkr & Co Stock (KKR) 0.7 $4.7M +591476% 101k 46.42
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.7 $4.4M 132k 33.48
Insperity Stock (NSP) 0.6 $4.3M -8% 38k 113.60
Graphic Packaging Hldg Stock (GPK) 0.6 $4.2M +17290% 191k 22.25
Conocophillips Stock (COP) 0.6 $4.2M +273% 36k 118.00
Financial Select Sector SPDR ETF Etf (XLF) 0.6 $4.2M +136337% 123k 34.20
Vanguard Mega Cap Value Etf Etf (MGV) 0.6 $4.1M 40k 102.85
Schwab Us Dividend Equity Etf Etf (SCHD) 0.6 $4.0M -2% 52k 75.54
Vanguard Mid-cap Value Etf Etf (VOE) 0.6 $3.8M -2% 28k 135.24
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.6 $3.8M -21% 65k 58.48
Dimensional U.s. Equity Etf Etf (DFUS) 0.6 $3.8M 91k 41.61
Broadcom Stock (AVGO) 0.6 $3.8M +153% 6.7k 559.09
Blackstone Stock (BX) 0.6 $3.7M +23971% 50k 74.25
Applied Matls Stock (AMAT) 0.6 $3.6M +1323% 38k 97.31
D R Horton Stock (DHI) 0.5 $3.6M +6134% 41k 89.16
Berry Global Group Stock (BERY) 0.5 $3.6M +25801% 60k 60.43
Jpmorgan Chase & Co Stock (JPM) 0.5 $3.6M 27k 134.10
Lkq Corp Stock (LKQ) 0.5 $3.6M +104148% 67k 53.41
Merck & Co Stock (MRK) 0.5 $3.6M +255% 32k 110.95
Hunt J B Trans Svcs Stock (JBHT) 0.5 $3.5M +27730% 20k 174.36
Spdr S&p Dividend Etf Etf (SDY) 0.5 $3.5M 28k 125.11
Avantis U.s. Equity Etf Etf (AVUS) 0.5 $3.5M 51k 68.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $3.4M +36% 39k 88.73
Ishares International Select Dividend Etf Etf (IDV) 0.5 $3.4M +88% 124k 27.16
Amazon Stock (AMZN) 0.5 $3.3M +21% 40k 84.00
Johnson & Johnson Stock (JNJ) 0.5 $3.3M +68% 19k 176.70
Dimensional International Value Etf Etf (DFIV) 0.5 $3.2M 105k 30.40
Vanguard Mega Cap Growth Etf Etf (MGK) 0.5 $3.1M 18k 172.07
Goldman Sachs Group Stock (GS) 0.5 $3.0M +78% 8.8k 345.03
Crown Hldgs Stock (CCK) 0.4 $3.0M +42759% 36k 82.21
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $2.9M +6% 7.5k 384.21
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.4 $2.9M +60% 39k 74.32
Vanguard Small Cap Value Etf Etf (VBR) 0.4 $2.7M 17k 158.80
Bridge Invt Group Hldgs Inc Com Cl A Stock (BRDG) 0.4 $2.7M NEW 222k 12.05
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $2.6M 34k 77.51
Vanguard Long-term Bond Etf Etf (BLV) 0.4 $2.6M +59% 36k 72.44
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.4 $2.5M +3% 41k 62.12
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $2.5M +140% 55k 46.24
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.4 $2.5M 57k 43.95
Target Corp Stock (TGT) 0.4 $2.5M +2283% 17k 149.03
Vanguard Total World Stock Etf Etf (VT) 0.4 $2.4M +60% 28k 86.19
Servisfirst Bancshares Stock (SFBS) 0.4 $2.4M 34k 68.91
American Homes 4 Rent Cl A Reit (AMH) 0.3 $2.3M +104927% 77k 30.14
Visa Inc Com Cl A Stock (V) 0.3 $2.3M +31% 11k 207.76
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.3 $2.3M +46% 48k 47.40
Avantis Core Fixed Income Etf Etf (AVIG) 0.3 $2.3M 55k 40.97
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $2.2M +116% 5.6k 382.46
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $2.1M +82% 39k 55.35
Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $2.0M +7% 44k 45.88
Avantis International Equity Etf Etf (AVDE) 0.3 $1.9M +14% 36k 53.19
Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE) 0.3 $1.9M +12% 80k 23.46
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.9M -9% 22k 84.75
Fedex Corp Stock (FDX) 0.3 $1.8M +1910% 11k 173.20
Occidental Pete Corp Stock (OXY) 0.3 $1.8M +31% 29k 62.99
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.3 $1.7M +151% 36k 49.23
Unitedhealth Group Stock (UNH) 0.3 $1.7M -9% 3.2k 530.18
Ishares Msci Eafe Etf Etf (EFA) 0.3 $1.7M -12% 26k 65.64
Qualcomm Stock (QCOM) 0.3 $1.7M +142% 15k 110.00
Walmart Stock (WMT) 0.3 $1.7M +17% 12k 141.80
Knight-swift Transn Hldgs Inc Cl A Stock (KNX) 0.3 $1.7M +364% 32k 52.42
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $1.6M NEW 32k 50.00
Inspire 100 Etf Etf (BIBL) 0.2 $1.6M 54k 29.94
Avantis Short-term Fixed Income Etf Etf (AVSF) 0.2 $1.5M -2% 34k 45.88
Masco Corp Stock (MAS) 0.2 $1.5M +17013% 32k 46.67
Exxon Mobil Corp Stock (XOM) 0.2 $1.4M +29% 13k 110.23
Meta Platforms Inc Cl A Stock (META) 0.2 $1.4M +59% 12k 120.34
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $1.3M +45% 13k 104.27
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.3M +5071% 15k 87.46
Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE) 0.2 $1.3M +11% 55k 23.74
Pfizer Stock (PFE) 0.2 $1.3M +15% 25k 51.24
Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $1.3M -7% 22k 57.82
Lilly Eli & Co Stock (LLY) 0.2 $1.3M -5% 3.5k 365.86
Dimensional Us Small Cap Etf Etf (DFAS) 0.2 $1.3M 25k 51.15
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.2 $1.3M -3% 59k 21.60
Procter And Gamble Stock (PG) 0.2 $1.2M +27% 8.0k 151.61
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $1.2M +1355% 2.7k 442.79
Eog Res Stock (EOG) 0.2 $1.2M -23% 9.1k 129.52
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO) 0.2 $1.2M +5% 18k 63.94
Dimensional Core Fixed Income Etf Etf (DFCF) 0.2 $1.2M +10% 28k 41.53
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $1.1M +201% 7.6k 151.65
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $1.1M +8% 19k 59.57
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $1.1M +14% 51k 22.35
Costco Whsl Corp Stock (COST) 0.2 $1.1M +3% 2.4k 456.79
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $1.1M +3% 6.1k 179.76
Palo Alto Networks Stock (PANW) 0.2 $1.1M +71% 7.9k 139.54
Adobe Systems Incorporated Stock (ADBE) 0.2 $1.1M +96% 3.2k 336.53
Pinnacle Finl Partners Stock (PNFP) 0.2 $1.1M +58716% 15k 73.40
Abbvie Stock (ABBV) 0.2 $1.1M +27% 6.6k 161.62
Southern Stock (SO) 0.2 $1.0M +11% 15k 71.41
Inspire Small/mid Cap Etf Etf (ISMD) 0.2 $1.0M +2% 34k 30.11
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $1.0M +30% 9.2k 108.21
Mastercard Incorporated Cl A Stock (MA) 0.1 $976k -44% 2.8k 348.14
Cvs Health Corp Stock (CVS) 0.1 $971k -20% 10k 93.22
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $958k +11% 4.0k 241.88
Devon Energy Corp Stock (DVN) 0.1 $944k +15% 15k 61.51
Morgan Stanley Stock (MS) 0.1 $938k -31% 11k 85.02
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $914k +15% 20k 44.93
Ishares Global Reit Etf Etf (REET) 0.1 $909k +200% 40k 22.71
Us Bancorp Del Stock (USB) 0.1 $895k +4% 21k 43.61
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $879k -11% 17k 51.73
Thermo Fisher Scientific Stock (TMO) 0.1 $877k -39% 1.6k 551.26
Mcdonalds Corp Stock (MCD) 0.1 $864k 3.3k 263.53
Quest Diagnostics Stock (DGX) 0.1 $864k -28% 5.5k 156.41
Clean Harbors Stock (CLH) 0.1 $864k NEW 7.6k 114.12
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $857k +331% 8.1k 105.30
Coca Cola Stock (KO) 0.1 $847k -15% 13k 63.61
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $845k +8% 8.9k 94.64
Netflix Stock (NFLX) 0.1 $841k +321% 2.9k 294.88
United Parcel Service Inc Cl B Stock (UPS) 0.1 $841k -44% 4.8k 173.84
Oracle Corp Stock (ORCL) 0.1 $810k -8% 9.9k 81.70
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $804k 7.8k 103.00
Norwegian Cruise Line Hldg Stock (NCLH) 0.1 $795k +11181% 65k 12.24
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $794k 11k 74.51
Nvidia Corporation Stock (NVDA) 0.1 $781k -24% 5.3k 146.16
Tesla Stock (TSLA) 0.1 $780k +28% 6.3k 123.18
Marathon Pete Corp Stock (MPC) 0.1 $778k -3% 6.7k 116.39
Marsh & Mclennan Cos Stock (MMC) 0.1 $770k -25% 4.7k 165.48
Blackstone Secd Lending Cef (BXSL) 0.1 $756k 34k 22.35
Wells Fargo Stock (WFC) 0.1 $746k +22% 18k 41.29
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.1 $745k +9% 15k 50.45
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $744k 2.4k 308.90
General Mls Stock (GIS) 0.1 $744k -12% 8.9k 83.85
Bank America Corp Stock (BAC) 0.1 $743k +31% 22k 33.21
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $741k -32% 16k 47.47
Invesco S&p 500 Revenue Etf Etf (RWL) 0.1 $730k NEW 9.9k 73.94
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $716k NEW 7.8k 91.47
Inspire International Etf Etf (WWJD) 0.1 $716k +8% 28k 26.07
Paypal Hldgs Stock (PYPL) 0.1 $706k +104% 9.9k 71.22
Pepsico Stock (PEP) 0.1 $702k +91% 3.9k 180.66
Abbott Labs Stock (ABT) 0.1 $700k -6% 6.4k 109.80
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC) 0.1 $694k +22169% 15k 45.17
Chubb Stock (CB) 0.1 $690k -21% 3.1k 220.60
Church & Dwight Stock (CHD) 0.1 $689k +3680% 8.5k 80.61
Linde Stock (LIN) 0.1 $685k -25% 2.1k 326.18
Ishares National Muni Bond Etf Etf (MUB) 0.1 $675k +312% 6.4k 105.52
Cisco Sys Stock (CSCO) 0.1 $669k -11% 14k 47.64
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $660k +81% 3.1k 214.27
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $648k +8% 6.7k 97.00
Texas Instrs Stock (TXN) 0.1 $643k -4% 3.9k 165.21
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.1 $640k +6% 14k 46.17
Lockheed Martin Corp Stock (LMT) 0.1 $634k -17% 1.3k 486.49
Republic Svcs Stock (RSG) 0.1 $634k -24% 4.9k 128.99
Simon Ppty Group Reit (SPG) 0.1 $633k +1318% 5.4k 117.48
Deere & Co Stock (DE) 0.1 $627k +142% 1.5k 429.58
Comcast Corp New Cl A Stock (CMCSA) 0.1 $621k -8% 18k 34.97
Raytheon Technologies Corp Stock (RTX) 0.1 $617k -8% 6.1k 100.92
Mckesson Corp Stock (MCK) 0.1 $614k -18% 1.6k 375.11
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $609k -3% 10k 60.98
Valero Energy Corp Stock (VLO) 0.1 $596k -16% 4.7k 127.00
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $595k -20% 5.2k 114.88
Philip Morris Intl Stock (PM) 0.1 $594k -6% 5.9k 101.21
Ishares S&p 100 Etf Etf (OEF) 0.1 $590k +17% 3.5k 170.57
Salesforce Stock (CRM) 0.1 $573k -29% 4.3k 132.59
Wp Carey Reit (WPC) 0.1 $571k +948% 7.3k 78.18
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $560k +38% 7.5k 74.49
Tjx Cos Stock (TJX) 0.1 $549k -15% 6.9k 79.60
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.1 $542k -16% 11k 49.11
Phillips 66 Stock (PSX) 0.1 $540k -30% 5.2k 104.08
Jabil Stock (JBL) 0.1 $539k -22% 7.9k 68.23
Archer Daniels Midland Stock (ADM) 0.1 $535k -17% 5.8k 92.80
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $534k NEW 8.6k 61.95
Elevance Health Stock (ELV) 0.1 $533k -10% 1.0k 514.01
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $529k 6.3k 83.76
Nextera Energy Stock (NEE) 0.1 $528k -45% 6.3k 83.60
Halliburton Stock (HAL) 0.1 $522k 13k 39.35
Medtronic Stock (MDT) 0.1 $517k -17% 6.7k 77.67
Lpl Finl Hldgs Stock (LPLA) 0.1 $516k -43% 2.4k 216.17
Berkley W R Corp Stock (WRB) 0.1 $508k -43% 7.0k 72.56
Astrazeneca Adr (AZN) 0.1 $504k -16% 7.4k 67.81
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.1 $495k NEW 37k 13.42
Novo-nordisk A S Adr (NVO) 0.1 $494k -22% 3.7k 135.34
Union Pac Corp Stock (UNP) 0.1 $491k -30% 2.4k 207.07
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $488k 1.5k 331.28
Humana Stock (HUM) 0.1 $487k -9% 951.00 512.52
Mosaic Stock (MOS) 0.1 $486k -23% 11k 43.87
Automatic Data Processing Stock (ADP) 0.1 $480k -22% 2.0k 238.80
Disney Walt Stock (DIS) 0.1 $472k -13% 5.4k 86.88
Truist Finl Corp Stock (TFC) 0.1 $466k -15% 11k 43.03
Ishares Mbs Etf Etf (MBB) 0.1 $466k +159% 5.0k 92.75
Caterpillar Stock (CAT) 0.1 $464k +13% 1.9k 241.56
Nike Inc Cl B Stock (NKE) 0.1 $458k -2% 3.9k 117.01
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $456k +13% 20k 22.46
Keysight Technologies Stock (KEYS) 0.1 $455k -15% 2.7k 171.06
Northrop Grumman Corp Stock (NOC) 0.1 $449k -22% 823.00 545.60
BP Adr (BP) 0.1 $446k -3% 13k 34.93
Alerian Mlp Etf Etf (AMLP) 0.1 $446k 12k 38.07
Fiserv Stock (FISV) 0.1 $445k +998% 4.4k 101.07
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $439k +2% 19k 23.17
SPDR Gold Shares ETF Etf (GLD) 0.1 $439k +222% 2.6k 169.64
HP Stock (HPQ) 0.1 $438k +14% 16k 26.87
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $431k -41% 1.8k 235.48
Packaging Corp Amer Stock (PKG) 0.1 $430k -21% 3.4k 127.91
Starbucks Corp Stock (SBUX) 0.1 $429k +77% 4.3k 99.20
Lowes Cos Stock (LOW) 0.1 $425k -54% 2.1k 199.03
Duke Energy Corp Stock (DUK) 0.1 $423k +41% 4.1k 102.99
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $417k -31% 1.6k 256.40
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $416k -11% 1.6k 266.53
Cooper Cos Stock (COO) 0.1 $414k -32% 1.3k 330.50
Bristol-myers Squibb Stock (BMY) 0.1 $414k +39% 5.8k 71.95
Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.1 $406k +8% 6.1k 66.31
Invesco Qqq Trust Etf (QQQ) 0.1 $404k +95% 1.5k 266.28
Danaher Corporation Stock (DHR) 0.1 $402k -32% 1.5k 265.42
Vanguard Real Estate Etf Etf (VNQ) 0.1 $401k +190% 4.9k 82.48
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) 0.1 $395k NEW 4.3k 92.86
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $394k +37% 10k 37.90
Conagra Brands Stock (CAG) 0.1 $391k +2% 10k 38.72
Nordson Corp Stock (NDSN) 0.1 $391k -44% 1.6k 236.89
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $389k +11492% 7.8k 50.13
Ishares Russell 2000 Etf Etf (IWM) 0.1 $387k +9% 2.2k 174.36
Cigna Corp Stock (CI) 0.1 $385k +20% 1.2k 332.71
Blackrock Stock (BLK) 0.1 $377k -33% 532.00 708.57
Vanguard Total Bond Market Etf Etf (BND) 0.1 $371k +5% 5.2k 71.84
Pool Corp Stock (POOL) 0.1 $370k -37% 1.2k 302.36
Ishares Europe Etf Etf (IEV) 0.1 $369k -7% 8.2k 45.29
Pgim Ultra Short Bond Etf Etf (PULS) 0.1 $369k -34% 7.5k 49.10
Vanguard Extended Market Etf Etf (VXF) 0.1 $369k -5% 2.8k 132.86
Bentley Sys Inc Com Cl B Stock (BSY) 0.1 $368k -42% 9.9k 36.96
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $367k -47% 16k 22.72
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $362k +1254% 2.6k 139.79
Asml Holding N V N Y Registry Adr (ASML) 0.1 $361k 661.00 546.00
Analog Devices Stock (ADI) 0.1 $358k -73% 2.2k 164.03
Verizon Communications Stock (VZ) 0.1 $356k +36% 9.0k 39.40
Regions Financial Corp Stock (RF) 0.1 $355k 17k 21.56

Past Filings by EverSource Wealth Advisors

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