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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, VUG, VTV, AAPL, BIL, and represent 15.73% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBTC (+$14M), BIL (+$9.7M), VTV (+$8.3M), MBB (+$7.2M), TSLA (+$6.6M), CRH (+$6.6M), VEA (+$6.4M), PLTR, AAPL, CVX.
Started 424 new stock positions in SHY, BLDP, GME, DFGX, WULF, TPIC, KMT, HDUS, CHDN, MDYG.
Reduced shares in these 10 stocks: JBHT (-$5.8M), AVUS, CCK, IAU, VCSH, AVIG, IIIV, DFCF, AVDE, BIBL.
Sold out of its positions in AFCG, HKD, Aeva Technologies, Agenus, ALHC, MDRX, Aterian, AXL, AMLI, AMPH.
EverSource Wealth Advisors was a net buyer of stock by $151M.
EverSource Wealth Advisors has $1.3B in assets under management (AUM), dropping by 16.51%.
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 2912 positions in its portfolio as reported in the March 2024 quarterly 13F filing

EverSource Wealth Advisors has 2912 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors March 31, 2024 positions
Download the EverSource Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.9	$50M	+14%	1.0M	48.46	View chart
Vanguard Growth Etf Etf (VUG)	3.4	$44M	-2%	133k	329.82	View chart
Vanguard Value Etf Etf (VTV)	3.4	$43M	+24%	274k	156.49	View chart
Apple Stock (AAPL)	2.5	$32M	+12%	190k	170.33	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	2.4	$31M	+46%	335k	91.79	View chart
iShares Gold Trust ETF Etf (IAU)	2.3	$29M	-10%	663k	43.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.7	$22M	+2%	124k	175.07	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.6	$21M	-13%	271k	76.57	View chart
Microsoft Corp Stock (MSFT)	1.6	$20M	+9%	51k	389.33	View chart
Vanguard Health Care Etf Etf (VHT)	1.5	$19M		74k	256.04	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$17M		37k	461.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$17M	+20%	402k	42.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.3	$17M	+4%	68k	248.61	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$16M		97k	162.78	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	1.2	$16M	+24%	567k	27.70	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.2	$15M	+25%	305k	48.41	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$15M	+26%	191k	75.93	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.1	$14M	NEW	279k	51.69	View chart
Progressive Corp Stock (PGR)	1.1	$14M		68k	208.25	View chart
Amazon Stock (AMZN)	1.1	$14M	+12%	80k	175.00	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.1	$14M	+14%	450k	30.44	View chart
Vanguard Small-cap Etf Etf (VB)	1.0	$13M	+24%	59k	213.78	View chart
Nvidia Corporation Stock (NVDA)	1.0	$12M	+14%	14k	863.98	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.9	$11M	+2%	570k	19.95	View chart
Broadcom Stock (AVGO)	0.8	$11M		8.1k	1300.21	View chart
Chevron Corp Stock (CVX)	0.8	$11M	+41%	65k	161.27	View chart
Applied Matls Stock (AMAT)	0.8	$9.9M	+3%	50k	198.65	View chart
Tesla Stock (TSLA)	0.8	$9.9M	+201%	54k	183.26	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.8	$9.6M	+9%	217k	44.22	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$9.5M	-4%	19k	504.42	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$9.5M	-4%	58k	164.64	View chart
Kkr & Co Stock (KKR)	0.7	$9.1M		98k	93.07	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.7	$9.0M	+39%	100k	89.80	View chart
Home Depot Stock (HD)	0.7	$8.7M	+32%	26k	334.21	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.7	$8.6M	+2%	258k	33.18	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$8.4M	+27%	151k	55.95	View chart
Ishares Mbs Etf Etf (MBB)	0.6	$8.2M	+701%	91k	89.54	View chart
Graphic Packaging Hldg Stock (GPK)	0.6	$8.1M		314k	25.85	View chart
Autozone Stock (AZO)	0.6	$8.1M		2.7k	2956.40	View chart
Amgen Stock (AMGN)	0.6	$8.0M	+9%	29k	273.94	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$7.8M	+8%	101k	77.27	View chart
Conocophillips Stock (COP)	0.6	$7.3M	+36%	58k	125.62	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.6	$7.2M	+13%	132k	54.84	View chart
Ppg Inds Stock (PPG)	0.6	$7.2M	+26%	56k	129.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$7.0M	+3%	100k	70.32	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$6.9M		16k	430.16	View chart
Costco Whsl Corp Stock (COST)	0.5	$6.9M	+18%	9.6k	722.94	View chart
Crh Plc Ord Stock (CRH)	0.5	$6.7M	+10886%	86k	77.42	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.5	$6.5M	+28%	95k	68.17	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$6.5M	+14%	16k	396.74	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$6.4M	+22%	88k	73.27	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$6.0M	+16%	105k	57.19	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.5	$5.8M	+19%	163k	35.80	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$5.7M	+36%	11k	501.99	View chart
Blackstone Stock (BX)	0.4	$5.7M		49k	116.61	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.4	$5.6M	+5%	762k	7.30	View chart
D R Horton Stock (DHI)	0.4	$5.6M	-5%	39k	142.49	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.4	$5.5M	+8%	98k	55.93	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$5.5M	+11%	29k	191.74	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$5.4M	+19%	42k	128.17	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$5.2M	+6%	134k	38.95	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$5.2M	+57%	93k	56.01	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.4	$5.0M		91k	54.67	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.4	$5.0M	-26%	219k	22.71	View chart
Rb Global Stock (RBA)	0.4	$4.8M		67k	71.58	View chart
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)	0.4	$4.7M	+23%	118k	39.76	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.4	$4.6M	-3%	17k	273.55	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.4	$4.6M	-3%	40k	115.09	View chart
Inspire International Etf Etf (WWJD)	0.3	$4.3M	+6%	149k	29.22	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$4.3M	+3246%	195k	21.97	View chart
Berry Global Group Stock (BERY)	0.3	$4.3M	-7%	76k	56.64	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$4.3M	+17%	55k	76.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$4.2M	-8%	15k	292.54	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$3.8M	-2%	26k	149.05	View chart
Visteon Corp Stock (VC)	0.3	$3.8M	+189%	35k	110.62	View chart
Dimensional International Value Etf Etf (DFIV)	0.3	$3.8M		106k	36.17	View chart
Merck & Co Stock (MRK)	0.3	$3.8M	+7%	29k	129.22	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.3	$3.7M	+64%	47k	78.43	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$3.7M	+155%	11k	322.83	View chart
Walmart Stock (WMT)	0.3	$3.6M	+250%	61k	59.35	View chart
Lkq Corp Stock (LKQ)	0.3	$3.6M	+3%	84k	43.13	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$3.6M	+9%	8.4k	424.55	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.3	$3.5M	+30%	101k	34.82	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$3.5M	+7%	27k	127.24	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$3.4M	+32%	67k	51.10	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.3	$3.4M	+26%	74k	45.86	View chart
Visa Inc Com Cl A Stock (V)	0.3	$3.3M		12k	268.59	View chart
Fedex Corp Stock (FDX)	0.3	$3.3M		13k	261.78	View chart
Masco Corp Stock (MAS)	0.3	$3.2M		47k	68.45	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.3	$3.2M		67k	48.37	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.3	$3.2M	+42%	124k	26.02	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.3	$3.2M	+6%	115k	27.78	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$3.1M	+21%	54k	58.57	View chart
Palo Alto Networks Stock (PANW)	0.2	$3.0M	+2%	10k	290.88	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.0M	+103%	25k	118.27	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$2.9M	+66%	95k	30.06	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$2.8M		55k	51.12	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.8M		22k	128.31	View chart
Deere & Co Stock (DE)	0.2	$2.8M	+16%	7.1k	391.41	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.7M	+13%	3.5k	780.85	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$2.7M	+70%	16k	171.50	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$2.6M	-8%	40k	64.48	View chart
Bank America Corp Stock (BAC)	0.2	$2.6M	+7%	70k	37.01	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$2.6M		14k	180.36	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$2.5M	-36%	69k	36.60	View chart
Marathon Digital Holdings Stock (MARA)	0.2	$2.5M	+142%	157k	16.06	View chart
Abbott Labs Stock (ABT)	0.2	$2.5M		24k	105.97	View chart
Netflix Stock (NFLX)	0.2	$2.4M	+8%	4.3k	550.68	View chart
Occidental Pete Corp Stock (OXY)	0.2	$2.3M	+8%	34k	66.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.2M	+4%	5.0k	451.21	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$2.2M	-33%	21k	106.54	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.1M	-7%	40k	53.47	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$2.1M	+23%	37k	57.65	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.1M	+64%	15k	144.59	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$2.1M	+15%	18k	116.47	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.0M	+19%	7.5k	273.05	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.2	$2.0M	+28%	59k	34.44	View chart
Clean Harbors Stock (CLH)	0.2	$2.0M		11k	189.45	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.0M	-7%	25k	78.36	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.9M		4.4k	426.79	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$1.9M		32k	58.96	View chart
Southern Stock (SO)	0.1	$1.9M	-4%	26k	73.50	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$1.9M	+4%	21k	90.60	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.8M	-46%	45k	40.85	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.8M	+19%	58k	31.73	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$1.8M		39k	46.23	View chart
Tjx Cos Stock (TJX)	0.1	$1.8M		19k	94.09	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.8M		3.00	599500.00	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.8M	+9%	72k	24.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.8M	+131%	17k	106.33	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$1.8M	+3219%	12k	149.04	View chart
Procter And Gamble Stock (PG)	0.1	$1.7M	+48%	11k	163.19	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.7M	+458%	30k	57.13	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.7M	+13%	23k	73.95	View chart
Adobe Stock (ADBE)	0.1	$1.7M	-5%	3.6k	462.83	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.1	$1.7M	+5317%	112k	14.82	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$1.6M	-6%	7.5k	211.87	View chart
Salesforce Stock (CRM)	0.1	$1.6M	-3%	5.9k	268.92	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.6M	+190%	42k	37.49	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.5M	-9%	2.9k	522.76	View chart
Watsco Stock (WSO)	0.1	$1.5M	+256%	3.4k	447.63	View chart
Pepsico Stock (PEP)	0.1	$1.5M	+7%	8.4k	175.91	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.5M	+191%	67k	21.83	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.5M	+42%	57k	25.71	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.4M	-14%	14k	104.54	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.4M	+112%	20k	71.80	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$1.4M	+12%	29k	49.36	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.4M	+13%	25k	56.42	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M	+4%	12k	113.75	View chart
Halliburton Stock (HAL)	0.1	$1.4M	+319%	37k	37.47	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.4M	+22%	8.7k	158.39	View chart
Caterpillar Stock (CAT)	0.1	$1.4M	+71%	4.1k	334.55	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.4M	-3%	18k	76.70	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.3M		5.9k	223.84	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$1.3M	+57%	51k	25.81	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.3M	+261%	11k	118.86	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.3M	+50%	16k	81.24	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.3M	+9%	7.1k	181.72	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$1.3M	-44%	38k	33.88	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.2M		13k	92.26	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$1.2M	-33%	26k	46.75	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$1.2M	+89%	23k	51.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.2M	-8%	3.9k	300.90	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.2M	-21%	2.4k	483.35	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.2M	+791%	11k	107.44	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.1M	+38%	12k	93.52	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M	+8%	19k	58.90	View chart
Abbvie Stock (ABBV)	0.1	$1.1M	+39%	6.8k	162.63	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$1.1M	+2159%	26k	43.46	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.1M	+89%	9.7k	113.49	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.1M	+71%	36k	30.34	View chart
Wells Fargo Stock (WFC)	0.1	$1.1M	-2%	18k	59.32	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.1M		28k	38.11	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.1M	+31%	5.5k	195.90	View chart
Rtx Corporation Stock (RTX)	0.1	$1.1M	+41%	11k	101.51	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.1M	-7%	7.8k	137.36	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.1M	+32%	9.3k	114.61	View chart
Linde Stock (LIN)	0.1	$1.1M	+12%	2.4k	440.97	View chart
Morgan Stanley Stock (MS)	0.1	$1.1M		12k	90.87	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.1M	-5%	12k	88.49	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.1M	+18%	21k	49.84	View chart
Disney Walt Stock (DIS)	0.1	$1.0M	+32%	9.3k	111.10	View chart
Republic Svcs Stock (RSG)	0.1	$1.0M		5.3k	191.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$998k	+122%	6.2k	161.19	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$987k	-16%	6.3k	156.92	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$987k		858.00	1150.00	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$971k	+2%	9.3k	104.39	View chart
Jabil Stock (JBL)	0.1	$966k	+11%	8.2k	117.33	View chart
Union Pac Corp Stock (UNP)	0.1	$964k	+73%	4.1k	237.19	View chart
Boeing Stock (BA)	0.1	$962k	+36%	5.7k	167.84	View chart
Qualcomm Stock (QCOM)	0.1	$944k	-51%	5.7k	165.85	View chart
Cvs Health Corp Stock (CVS)	0.1	$939k	+27%	14k	67.71	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$934k	+23%	32k	29.28	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$932k	-9%	21k	44.37	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$902k	+7%	4.5k	199.36	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$896k	+23%	22k	40.36	View chart
Mckesson Corp Stock (MCK)	0.1	$885k		1.7k	534.26	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$878k	-2%	6.3k	140.33	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$873k	NEW	17k	51.84	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$870k	+919%	11k	83.04	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$849k	+6%	31k	27.81	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$833k		17k	47.85	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$823k	NEW	22k	37.64	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$814k		7.3k	111.31	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$807k		12k	67.76	View chart
Ge Aerospace Stock (GE)	0.1	$807k	+122%	5.0k	161.81	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$806k	+8%	8.0k	100.70	View chart
Duke Energy Corp Stock (DUK)	0.1	$804k	+64%	8.2k	98.27	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$799k	-19%	3.4k	238.44	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$795k	+19%	27k	30.04	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$791k	NEW	15k	52.04	View chart
Eog Res Stock (EOG)	0.1	$787k	-4%	6.0k	132.18	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$785k	+4%	1.4k	570.17	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$777k	+723%	3.1k	250.32	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	0.1	$770k	NEW	28k	27.62	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$770k	+10%	11k	70.67	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$767k	NEW	10k	75.29	View chart
Coca Cola Stock (KO)	0.1	$767k	+16%	12k	61.77	View chart
Pimco Multisector Bond Active Exchange-traded Fund Pimco Multisector Bond A Etf (PYLD)	0.1	$753k	NEW	30k	25.28	View chart
Valero Energy Corp Stock (VLO)	0.1	$747k		4.7k	159.87	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.1	$746k	-9%	39k	18.92	View chart
Wp Carey Reit (WPC)	0.1	$739k	+651%	14k	54.84	View chart
Lowes Cos Stock (LOW)	0.1	$728k	+5%	3.2k	228.05	View chart
Texas Instrs Stock (TXN)	0.1	$725k	+57%	4.1k	176.47	View chart
C3 Ai Inc Cl A Stock (AI)	0.1	$720k	+4860%	32k	22.53	View chart
Quest Diagnostics Stock (DGX)	0.1	$719k		5.2k	138.18	View chart
Goldman Sachs Physical Gold Etf Etf	0.1	$715k	NEW	32k	22.68	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.1	$711k		15k	47.88	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$695k		20k	34.10	View chart
Phillips 66 Stock (PSX)	0.1	$689k	+2%	4.8k	143.15	View chart
American Express Stock (AXP)	0.1	$677k		2.9k	234.03	View chart
Cisco Sys Stock (CSCO)	0.1	$671k		14k	46.98	View chart
Pfizer Stock (PFE)	0.1	$665k	+39%	26k	25.62	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$640k	-10%	11k	59.06	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$634k	+55%	26k	24.39	View chart
Inspire Global Hope Etf Etf (BLES)	0.0	$616k	+78%	17k	35.99	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$613k	+243%	10k	59.53	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$611k		28k	22.12	View chart
Packaging Corp Amer Stock (PKG)	0.0	$604k	+2%	3.5k	173.00	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$599k	+5359%	10k	58.33	View chart
Cyberark Software Stock (CYBR)	0.0	$592k		2.5k	239.25	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$591k		187.00	3159.60	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$588k		4.0k	147.44	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$586k		8.5k	69.19	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$583k	+4042%	17k	34.75	View chart
Devon Energy Corp Stock (DVN)	0.0	$583k	+7%	11k	51.18	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$578k	+724%	2.9k	196.28	View chart
BP Adr (BP)	0.0	$566k	+10%	15k	38.77	View chart
Fiserv Stock (FI)	0.0	$563k	+21%	3.7k	152.67	View chart
Timothy Plan International Etf Etf (TPIF)	0.0	$555k	-3%	21k	26.12	View chart

Past Filings by EverSource Wealth Advisors

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

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
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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