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

Companies in the EverSource Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

EverSource Wealth Advisors has 1720 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) 7.5 $31M -8% 339k 90.91
Vanguard S&p 500 Etf Etf (VOO) 3.7 $15M +13% 37k 415.17
Vanguard Total Stock Market Index Fund Etf (VTI) 3.6 $15M +2% 66k 225.17
I3 Verticals Inc Com Cl A Stock (IIIV) 3.6 $15M 526k 27.86
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 3.2 $13M -24% 170k 78.09
Apple Stock (AAPL) 3.2 $13M +8% 75k 174.51
Vanguard Dividend Appreciation Index Fund Etf (VIG) 3.1 $13M +7% 78k 162.16
Microsoft Corp Stock (MSFT) 2.0 $8.3M +31% 28k 300.00
Janus Henderson Short Duration Income Etf Etf (VNLA) 1.7 $7.1M +542% 145k 49.08
Vanguard Mid-cap Value Index Fund Etf (VOE) 1.6 $6.5M 33k 200.00
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.5 $6.3M +23% 229k 27.58
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 1.5 $6.2M -4% 124k 50.10
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 1.5 $6.0M +87% 183k 32.73
Vanguard Mega Cap Value Etf Etf (MGV) 1.4 $5.9M -7% 55k 107.32

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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $4.8M -3% 104k 46.12
Vanguard Mega Cap Growth Etf Etf (MGK) 1.2 $4.8M -19% 20k 235.36
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 1.2 $4.7M -28% 75k 62.96
Amazon Stock (AMZN) 1.1 $4.5M +25% 1.4k 3261.90
Vanguard Small-cap Index Fund Etf (VB) 1.0 $4.1M +33% 20k 212.50
Dimensional U.s. Equity Etf Etf (DFUS) 1.0 $4.0M 82k 49.02
Vanguard Growth Index Fund Etf (VUG) 1.0 $3.9M +10% 14k 287.64
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.9 $3.7M -5% 43k 86.02
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $3.6M +21% 45k 78.89
Avantis U.s. Equity Etf Etf (AVUS) 0.9 $3.6M +5% 46k 77.09
Servisfirst Bancshares Stock (SFBS) 0.8 $3.3M +109% 35k 95.28
Dimensional International Value Etf Etf (DFIV) 0.8 $3.3M +4% 97k 33.48
Vanguard Small-cap Value Index Fund Etf (VBR) 0.8 $3.2M 18k 175.86
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $2.9M +28% 1.0k 2779.07
Spdr S&p Dividend Etf Etf (SDY) 0.7 $2.7M +12% 21k 128.09
Vanguard Value Index Fund Etf (VTV) 0.6 $2.7M +15% 19k 142.86
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $2.4M +48% 5.3k 454.55
Ishares Msci Eafe Etf Etf (EFA) 0.5 $2.2M +3% 30k 73.60
American Centy Etf Tr Avantis Core Fi Etf (AVIG) 0.5 $2.2M +3% 49k 45.34
Jpmorgan Chase & Co Stock (JPM) 0.5 $2.2M +15% 16k 140.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.2M +13% 774.00 2783.78
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $2.1M -7% 41k 50.30
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.5 $2.0M -9% 43k 46.60
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.5 $2.0M +64% 28k 71.86
Schwab Intermediate-term U.s. Treasury Etf Etf (SCHR) 0.5 $2.0M NEW 38k 53.24
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.5 $2.0M +5% 19k 101.58
Ishares International Select Dividend Etf Etf (IDV) 0.5 $1.9M +24% 61k 31.76
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.5 $1.9M -3% 32k 59.25
Home Depot Stock (HD) 0.4 $1.8M +26% 5.9k 304.35
Inspire 100 Esg Etf Etf (BIBL) 0.4 $1.8M +174% 50k 35.98
Vanguard Total International Bond Etf Etf (BNDX) 0.4 $1.7M +5% 33k 52.45
Avantis International Equity Etf Etf (AVDE) 0.4 $1.7M +5% 29k 60.35
Vanguard Total World Stock Index Fund Etf (VT) 0.4 $1.7M +8% 17k 101.31
Visa Inc Com Cl A Stock (V) 0.4 $1.7M +45% 7.7k 221.48
Charles Riv Labs Intl Stock (CRL) 0.4 $1.6M +98% 3.3k 500.00
Vanguard Short-term Bond Index Fund Etf (BSV) 0.4 $1.6M +6% 21k 77.93
Us Bancorp Del Stock (USB) 0.4 $1.6M 21k 76.92
Pgim Ultra Short Bond Etf Etf (PULS) 0.4 $1.6M -32% 33k 49.22
Avantis Short-term Fixed Income Etf Etf (AVSF) 0.4 $1.5M +2% 31k 47.57
Johnson & Johnson Stock (JNJ) 0.4 $1.4M +23% 8.1k 176.91
Broadcom Stock (AVGO) 0.3 $1.3M +83% 2.0k 666.67
Unitedhealth Group Stock (UNH) 0.3 $1.3M +67% 2.6k 514.71
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.3 $1.3M -11% 5.9k 222.87
Union Pac Corp Stock (UNP) 0.3 $1.3M +28% 4.7k 274.81
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.3 $1.3M 19k 67.62
Meta Platforms Inc Cl A Stock (FB) 0.3 $1.3M +27% 5.7k 223.01
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.3 $1.2M +8% 22k 56.07
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.3 $1.2M +29% 49k 24.95
Texas Instrs Stock (TXN) 0.3 $1.2M +18% 6.2k 191.49
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $1.2M +256% 19k 62.64
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.2M +11% 2.6k 451.45
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.3 $1.1M +92% 2.6k 413.99
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.1M +53% 22k 48.78
Marsh & Mclennan Cos Stock (MMC) 0.3 $1.1M +97% 5.8k 181.82
Coca Cola Stock (KO) 0.3 $1.0M +41% 17k 62.11
United Parcel Service Inc Cl B Stock (UPS) 0.2 $1.0M +15% 4.1k 250.00
Lilly Eli & Co Stock (LLY) 0.2 $1.0M +40% 3.4k 300.00
Tesla Stock (TSLA) 0.2 $1.0M +16% 942.00 1062.50
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.2 $997k +3% 8.0k 123.94
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.2 $986k +20% 13k 74.09
Procter And Gamble Stock (PG) 0.2 $969k +5% 6.4k 151.72
Cooper Cos Stock (COO) 0.2 $939k +115% 1.9k 500.00
Pool Corp Stock (POOL) 0.2 $930k +96% 2.2k 423.18
Truist Finl Corp Stock (TFC) 0.2 $928k +26% 16k 58.82
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.2 $919k -7% 13k 69.96
Ishares S&p Midcap Fund Etf (IJH) 0.2 $913k +37% 3.4k 268.37
Abbvie Stock (ABBV) 0.2 $902k +120% 6.1k 148.15
Inspire Small/mid Cap Esg Etf Etf (ISMD) 0.2 $899k +5425% 27k 33.20
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.2 $887k +111% 16k 55.05
Northrop Grumman Corp Stock (NOC) 0.2 $867k +39% 1.9k 464.29
Exxon Mobil Corp Stock (XOM) 0.2 $859k +7% 10k 82.47
Chevron Corp Stock (CVX) 0.2 $856k +33% 6.0k 142.86
Mcdonalds Corp Stock (MCD) 0.2 $839k +22% 3.4k 250.00
Cdw Corp Stock (CDW) 0.2 $839k +118% 4.7k 178.57
Medtronic Stock (MDT) 0.2 $838k +35% 8.7k 96.77
Berkley W R Corp Stock (WRB) 0.2 $836k +221% 14k 60.61
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.2 $833k -11% 10k 81.99
Teradyne Stock (TER) 0.2 $820k +122% 6.9k 118.75
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $819k +19% 7.6k 108.11
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.2 $816k -10% 6.7k 122.01
Lpl Finl Hldgs Stock (LPLA) 0.2 $814k +107% 4.4k 182.88
Chubb Stock (CB) 0.2 $805k +75% 3.6k 225.81
Southern Stock (SO) 0.2 $802k +6% 11k 71.15
Siteone Landscape Supply Stock (SITE) 0.2 $788k +118% 4.9k 161.86
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $786k -2% 7.0k 112.29
Abbott Labs Stock (ABT) 0.2 $785k +33% 6.9k 114.29
Scotts Miracle-gro Co Cl A Stock (SMG) 0.2 $781k +115% 6.4k 122.78
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.2 $781k +14% 17k 47.33
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $771k -5% 13k 59.72
Nextera Energy Stock (NEE) 0.2 $753k +11% 8.7k 86.54
Vanguard Long-term Bond Index Fund Etf (BLV) 0.2 $750k +7% 8.2k 91.80
Linde Stock (LIN) 0.2 $737k +101% 2.3k 315.79
Nordson Corp Stock (NDSN) 0.2 $735k +116% 3.2k 226.90
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $727k +5% 9.1k 79.82
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $718k +50% 14k 49.70
Equifax Stock (EFX) 0.2 $713k +111% 3.0k 235.29
Lockheed Martin Corp Stock (LMT) 0.2 $711k +51% 1.6k 447.37
Eog Res Stock (EOG) 0.2 $705k +67% 5.7k 123.81
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.2 $700k +10% 12k 59.24
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $694k -9% 7.6k 91.41
Allegion Plc Ord Stock (ALLE) 0.2 $688k +115% 4.8k 142.86
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $673k +149% 6.3k 107.34
Blackrock Stock (BLK) 0.2 $670k +31% 938.00 714.29
Copart Stock (CPRT) 0.2 $661k +93% 5.3k 125.00
Raytheon Technologies Corp Stock (RTX) 0.2 $642k +37% 6.7k 95.65
Adobe Systems Incorporated Stock (ADBE) 0.2 $639k +43% 1.4k 461.54
Costco Whsl Corp Stock (COST) 0.2 $635k +62% 1.1k 571.43
Bentley Sys Inc Com Cl B Stock (BSY) 0.2 $633k +170% 14k 44.13
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $623k +154% 6.0k 104.55
Aspen Technology Stock (AZPN) 0.1 $614k +107% 3.7k 165.56
Wells Fargo Stock (WFC) 0.1 $604k 13k 48.39
Ishares National Muni Bond Etf Etf (MUB) 0.1 $603k -7% 5.5k 109.74
Tjx Cos Stock (TJX) 0.1 $601k +14% 10k 59.52
Bk Of America Corp Stock (BAC) 0.1 $591k +2% 15k 40.00
Fidelity Natl Information Svcs Stock (FIS) 0.1 $579k +62% 5.7k 100.88
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $571k +117% 8.7k 66.03
Henry Jack & Assoc Stock (JKHY) 0.1 $568k +142% 2.9k 197.43
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $565k -10% 7.1k 79.56
Automatic Data Processing Stock (ADP) 0.1 $563k +13% 2.8k 200.00
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $562k +54% 23k 24.78
Dollar Gen Corp Stock (DG) 0.1 $559k +31% 2.5k 224.24
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.1 $553k +18% 1.6k 346.71
Ishares Russell 2000 Etf Etf (IWM) 0.1 $546k +35% 2.7k 205.04
Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE) 0.1 $528k NEW 19k 27.33
Astrazeneca Adr (AZN) 0.1 $528k +162% 7.8k 68.03
Insperity Stock (NSP) 0.1 $521k NEW 5.2k 100.42
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $517k 1.5k 353.20
Intel Corp Stock (INTC) 0.1 $517k +43% 10k 49.91
Thor Inds Stock (THO) 0.1 $517k +115% 6.6k 78.56
Msci Stock (MSCI) 0.1 $510k +29% 1.0k 500.00
Vanguard Extended Market Index Fund Etf (VXF) 0.1 $510k -7% 3.1k 166.06
Pfizer Stock (PFE) 0.1 $508k +17% 10k 50.39
Bright Horizons Fam Sol In Del Stock (BFAM) 0.1 $505k +116% 3.8k 132.35
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $504k -21% 5.3k 94.26
Intercontinental Exchange Stock (ICE) 0.1 $500k +52% 3.8k 131.39
Lennox Intl Stock (LII) 0.1 $494k +112% 1.9k 258.02
American Tower Corp Reit (AMT) 0.1 $490k +27% 2.0k 250.00
Spdr Gold Shares Etf (GLD) 0.1 $483k 2.7k 180.70
Global Pmts Stock (GPN) 0.1 $483k 3.4k 141.51
Salesforce Stock (CRM) 0.1 $479k +33% 2.3k 209.68
Walmart Stock (WMT) 0.1 $474k +8% 2.8k 166.67
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $473k -5% 1.7k 278.76
Chemed Corp Stock (CHE) 0.1 $472k +114% 930.00 507.20
Crown Castle Intl Corp Reit (CCI) 0.1 $468k +165% 2.3k 200.00
Diageo Adr (DEO) 0.1 $467k +58% 2.3k 200.00
Oreilly Automotive Stock (ORLY) 0.1 $462k +3% 635.00 727.27
Invesco Qqq Trust Etf (QQQ) 0.1 $457k -25% 1.3k 362.14
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $457k -43% 7.9k 58.01
Nvidia Corporation Stock (NVDA) 0.1 $452k +14% 1.7k 272.52
Conocophillips Stock (COP) 0.1 $449k +6% 4.5k 100.53
Inspire International Esg Etf Etf (WWJD) 0.1 $447k +176% 15k 29.55
Ishares S&p 100 Etf Etf (OEF) 0.1 $446k NEW 2.1k 208.76
Exponent Stock (EXPO) 0.1 $440k +110% 4.1k 107.98
Merck & Co Stock (MRK) 0.1 $432k +35% 5.3k 81.93
Honeywell Intl Stock (HON) 0.1 $432k +49% 2.4k 181.82
Elanco Animal Health Stock (ELAN) 0.1 $420k +117% 16k 26.07
Lowes Cos Stock (LOW) 0.1 $419k +16% 2.1k 202.61
Applied Matls Stock (AMAT) 0.1 $417k 3.2k 131.96
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $415k +59% 4.0k 104.23
Ansys Stock (ANSS) 0.1 $414k +111% 1.2k 333.33
Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.1 $399k NEW 5.0k 79.08
Pepsico Stock (PEP) 0.1 $396k -29% 2.0k 200.00
Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE) 0.1 $394k +590% 15k 25.57
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $389k 2.3k 165.80
Analog Devices Stock (ADI) 0.1 $386k +14% 2.4k 162.16
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $383k +52% 1.1k 338.58
Danaher Corporation Stock (DHR) 0.1 $383k +64% 1.3k 294.12
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $378k +1129% 15k 25.50
Rollins Stock (ROL) 0.1 $374k +115% 11k 35.12
Paychex Stock (PAYX) 0.1 $365k +23% 2.6k 142.86
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $365k -2% 10k 35.02
Rockwell Automation Stock (ROK) 0.1 $361k +36% 1.3k 275.86
Verizon Communications Stock (VZ) 0.1 $360k +12% 6.8k 53.03
Philip Morris Intl Stock (PM) 0.1 $356k +431% 3.8k 93.53
Phillips 66 Stock (PSX) 0.1 $354k +24% 3.8k 93.75
Fair Isaac Corp Stock (FICO) 0.1 $349k +113% 746.00 467.63
Cme Group Stock (CME) 0.1 $348k +296% 1.4k 244.44
Discover Finl Svcs Stock (DFS) 0.1 $347k +48% 3.2k 109.89
Anthem Stock (ANTM) 0.1 $344k +27% 704.00 488.37
Nike Inc Cl B Stock (NKE) 0.1 $342k +103% 2.6k 132.65
Regions Financial Corp Stock (RF) 0.1 $339k -31% 15k 22.41
Parker-hannifin Corp Stock (PH) 0.1 $335k +21% 1.2k 285.71
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $332k +41% 8.9k 37.50
Ishares Silver Trust Etf (SLV) 0.1 $328k +43% 14k 22.90
Morgan Stanley Stock (MS) 0.1 $326k 3.7k 88.40
Mastercard Incorporated Cl A Stock (MA) 0.1 $326k -25% 814.00 400.00
Teledyne Technologies Stock (TDY) 0.1 $321k +102% 722.00 444.44
Qualcomm Stock (QCOM) 0.1 $308k 1.5k 200.00
American Elec Pwr Stock (AEP) 0.1 $306k +11% 3.0k 102.56
Ishares Mbs Etf Etf (MBB) 0.1 $302k -69% 3.0k 101.61
Asml Holding N V N Y Registry Adr (ASML) 0.1 $301k +116% 452.00 666.67
Humana Stock (HUM) 0.1 $301k +100% 689.00 436.89
Norfolk Southn Corp Stock (NSC) 0.1 $300k +55% 1.0k 287.80
Novo-nordisk A S Adr (NVO) 0.1 $298k +276% 2.7k 111.44
Csx Corp Stock (CSX) 0.1 $297k +214% 7.8k 38.27
Aon Plc Shs Cl A Stock (AON) 0.1 $297k +210% 910.00 326.09
Starbucks Corp Stock (SBUX) 0.1 $293k -19% 2.9k 102.56
Caterpillar Stock (CAT) 0.1 $287k +153% 1.4k 208.33
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $285k +78% 3.5k 81.40
Enbridge Stock (ENB) 0.1 $285k +10% 6.0k 47.30
Duke Energy Corp Stock (DUK) 0.1 $276k +2% 2.5k 110.05
Thermo Fisher Scientific Stock (TMO) 0.1 $274k +18% 460.00 594.94
Sempra Stock (SRE) 0.1 $270k +161% 1.6k 169.49
Vale S A Adr (VALE) 0.1 $269k +584% 12k 22.99
Schwab U.s. Tips Etf Etf (SCHP) 0.1 $268k +23% 4.4k 60.72
Ishares U.s. Energy Etf Etf (IYE) 0.1 $265k +10% 6.5k 40.70
Republic Svcs Stock (RSG) 0.1 $264k +39% 1.9k 136.36
Ishares Tips Bond Etf Etf (TIP) 0.1 $263k +10% 2.1k 125.00
Sanofi Adr (SNY) 0.1 $255k +109% 5.0k 51.41
Novartis Adr (NVS) 0.1 $255k +10% 2.9k 86.83
Ishares Gold Trust Etf (IAU) 0.1 $254k +34% 6.9k 36.77
Equinix Reit (EQIX) 0.1 $252k +233% 340.00 740.74
British Amern Tob Adr (BTI) 0.1 $250k +133% 4.6k 54.05
Waste Connections Stock (WCN) 0.1 $249k +724% 1.8k 139.66
Lauder Estee Cos Inc Cl A Stock (EL) 0.1 $247k +100% 906.00 272.73
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $245k +23% 6.4k 38.04
Ameriprise Finl Stock (AMP) 0.1 $245k +2% 842.00 290.32
Booking Holdings Stock (BKNG) 0.1 $242k +3% 106.00 2285.71
Allstate Corp Stock (ALL) 0.1 $239k 1.6k 150.00
Boston Scientific Corp Stock (BSX) 0.1 $231k +20% 5.2k 44.64
Mister Car Wash Stock (MCW) 0.1 $231k +3% 16k 14.76
Sherwin Williams Stock (SHW) 0.1 $229k +14% 917.00 250.00
Vanguard International Dividend Appreciation ETF Etf (VIGI) 0.1 $226k 2.9k 78.77
Conagra Brands Stock (CAG) 0.1 $225k -2% 7.1k 31.91
Disney Walt Stock (DIS) 0.1 $221k +27% 1.6k 137.93
Diamondback Energy Stock (FANG) 0.1 $220k 1.6k 134.62
Van Eck Merk Gold Trust Etf (OUNZ) 0.1 $217k +82% 12k 18.83
Paypal Hldgs Stock (PYPL) 0.1 $215k -17% 1.5k 142.86
Cvs Health Corp Stock (CVS) 0.1 $215k +13% 2.1k 104.00
V F Corp Stock (VFC) 0.1 $215k +24% 4.5k 47.62
Vanguard Real Estate Etf Etf (VNQ) 0.1 $212k 2.0k 108.11
Duck Creek Technologies Stock (DCT) 0.1 $209k +123% 9.4k 22.26
General Mtrs Stock (GM) 0.1 $209k -4% 4.7k 44.12
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.1 $206k +50% 7.5k 27.41
Prologis Reit (PLD) 0.1 $205k +10% 1.5k 133.33
Eastman Chem Stock (EMN) 0.0 $204k +2% 2.1k 96.77

Past Filings by EverSource Wealth Advisors

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