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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, IAU, and represent 15.64% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$17M), AVGO (+$12M), VUG (+$7.2M), VEA, TSLA, AAPL, RWL, IXP, AMZN, MBB.
Started 294 new stock positions in OPI, CRDO, QURE, RLAY, FTHM, PBW, ANVS, RNW, GOEV, DES.
Reduced shares in these 10 stocks: BIL (-$5.7M), BERY, VHT, SKYY, VCSH, PAVE, ARKK, BAC, Perth Mint Physical Gold Etf unit, ADBE.
Sold out of its positions in ARKX, ADTN, ATEC, American Equity Investment Life Holding, AVD, AMWL, AMSF, AIRC, ARTNA, AHT.
EverSource Wealth Advisors was a net buyer of stock by $156M.
EverSource Wealth Advisors has $1.5B in assets under management (AUM), dropping by 18.49%.
Central Index Key (CIK): 0001710537

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Portfolio Holdings for EverSource Wealth Advisors

EverSource Wealth Advisors holds 3067 positions in its portfolio as reported in the June 2024 quarterly 13F filing

EverSource Wealth Advisors has 3067 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors June 30, 2024 positions
Download the EverSource Wealth Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.8	$57M	+8%	1.1M	50.91	View chart
Vanguard Growth Etf Etf (VUG)	3.7	$56M	+14%	153k	367.30	View chart
Vanguard Value Etf Etf (VTV)	3.1	$46M		277k	168.01	View chart
Apple Stock (AAPL)	3.0	$46M	+8%	206k	222.08	View chart
iShares Gold Trust ETF Etf (IAU)	2.0	$30M		651k	46.30	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.7	$25M	-18%	273k	91.80	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.6	$24M		125k	189.79	View chart
Microsoft Corp Stock (MSFT)	1.5	$23M	+6%	54k	418.35	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$21M	+11%	42k	505.93	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	1.3	$20M	+13%	644k	30.98	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.3	$20M	-6%	253k	78.23	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$20M	+9%	441k	44.29	View chart
Nvidia Corporation Stock (NVDA)	1.3	$19M	+1042%	162k	117.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$18M		68k	272.57	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.2	$18M	+13%	316k	57.06	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$18M	+8%	105k	171.54	View chart
Vanguard Health Care Etf Etf (VHT)	1.2	$18M	-11%	65k	274.68	View chart
Amazon Stock (AMZN)	1.2	$18M	+17%	94k	186.98	View chart
Tesla Stock (TSLA)	1.1	$17M	+33%	72k	232.07	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.1	$17M	+10%	336k	49.61	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$17M	+11%	213k	77.63	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$15M		457k	33.33	View chart
Progressive Corp Stock (PGR)	0.9	$14M	-3%	65k	214.12	View chart
Broadcom Stock (AVGO)	0.9	$13M	+903%	81k	160.68	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$13M	-4%	56k	233.40	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.9	$13M		563k	23.01	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.8	$13M	+29%	130k	95.79	View chart
Kkr & Co Stock (KKR)	0.8	$12M		99k	123.45	View chart
Chevron Corp Stock (CVX)	0.8	$12M	+11%	73k	160.47	View chart
Ishares Mbs Etf Etf (MBB)	0.7	$11M	+28%	118k	93.92	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$11M	+2%	19k	553.34	View chart
Home Depot Stock (HD)	0.7	$11M	+11%	29k	368.16	View chart
Applied Matls Stock (AMAT)	0.7	$10M		49k	212.20	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.7	$10M	+2%	221k	46.37	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$10M		58k	173.15	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$10M	+10%	166k	60.30	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.7	$9.9M	+10%	284k	34.66	View chart
Amgen Stock (AMGN)	0.7	$9.8M		30k	332.47	View chart
Crh Plc Ord Stock (CRH)	0.6	$9.6M	+30%	112k	85.70	View chart
Graphic Packaging Hldg Stock (GPK)	0.6	$9.2M	-2%	305k	30.10	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$8.7M	+8%	109k	80.36	View chart
Autozone Stock (AZO)	0.6	$8.6M		2.8k	3133.69	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$8.5M	+7%	108k	79.04	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$8.3M	+16%	19k	438.51	View chart
Costco Whsl Corp Stock (COST)	0.5	$8.1M	+3%	9.9k	822.03	View chart
Blackstone Stock (BX)	0.5	$7.7M	+11%	54k	142.15	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$7.6M	+44%	281k	26.89	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.5	$7.5M		130k	57.82	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.5	$7.5M	+8%	103k	72.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$7.5M	-2%	16k	474.84	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$7.4M	+9%	96k	76.61	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$7.1M	+14%	120k	59.42	View chart
D R Horton Stock (DHI)	0.5	$7.0M		39k	179.93	View chart
Conocophillips Stock (COP)	0.5	$6.9M	+7%	63k	111.20	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.5	$6.9M	+12%	47k	146.33	View chart
Ppg Inds Stock (PPG)	0.5	$6.8M	-3%	54k	126.98	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.7M	+10%	32k	212.81	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.4	$6.7M	+14%	186k	36.09	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$6.6M	+5%	12k	550.82	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$6.4M	+12%	105k	61.28	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.4	$6.4M	+58%	75k	84.84	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$6.1M	+8%	106k	57.48	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$6.1M	+49%	17k	358.19	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	0.4	$5.8M	+4%	799k	7.23	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.4	$5.4M	+7%	127k	42.27	View chart
Rb Global Stock (RBA)	0.4	$5.3M		67k	79.63	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.4	$5.3M		89k	59.88	View chart
Inspire International Etf Etf (WWJD)	0.4	$5.3M	+16%	173k	30.54	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$5.2M	-6%	126k	41.31	View chart
Walmart Stock (WMT)	0.3	$5.0M	+18%	72k	68.64	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$4.9M		39k	123.85	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$4.8M	-6%	16k	307.01	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$4.8M	+4%	58k	82.58	View chart
I3 Verticals Inc Com Cl A Stock (IIIV)	0.3	$4.7M	-11%	194k	24.51	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$4.5M	+44%	137k	32.56	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.3	$4.3M	+22%	66k	65.33	View chart
Visa Inc Com Cl A Stock (V)	0.3	$4.2M	+26%	16k	265.67	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.3	$4.1M	+11%	113k	36.75	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$4.1M		26k	159.56	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$4.1M	+43%	22k	183.39	View chart
Inspire 100 Etf Etf (BIBL)	0.3	$4.0M	+47%	103k	39.07	View chart
Visteon Corp Stock (VC)	0.3	$4.0M		34k	115.54	View chart
Dimensional International Value Etf Etf (DFIV)	0.3	$3.9M		105k	37.26	View chart
Fedex Corp Stock (FDX)	0.3	$3.8M		13k	302.25	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$3.8M	-3%	8.2k	471.10	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$3.8M	+4%	28k	134.83	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.2	$3.7M	+4%	77k	48.62	View chart
Palo Alto Networks Stock (PANW)	0.2	$3.7M	+9%	11k	324.74	View chart
Masco Corp Stock (MAS)	0.2	$3.7M		47k	77.85	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$3.6M	+5%	71k	51.11	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$3.6M	+7%	133k	27.16	View chart
Lkq Corp Stock (LKQ)	0.2	$3.5M		85k	41.50	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.5M	+17%	30k	118.59	View chart
Marathon Digital Holdings Stock (MARA)	0.2	$3.5M	+12%	178k	19.67	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$3.5M	+2%	15k	231.96	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$3.4M		117k	28.98	View chart
Merck & Co Stock (MRK)	0.2	$3.4M		30k	113.13	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$3.3M	+175%	100k	32.84	View chart
Novo-nordisk A S Adr (NVO)	0.2	$3.2M	+9%	24k	132.63	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$3.1M		55k	57.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$3.1M	+38%	25k	124.33	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$3.0M	+40%	52k	58.48	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$2.9M	+6%	43k	67.98	View chart
Deere & Co Stock (DE)	0.2	$2.9M	+10%	7.8k	371.97	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$2.9M	+200%	63k	46.12	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.9M	+3%	3.6k	804.17	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.9M	+26%	18k	157.85	View chart
Netflix Stock (NFLX)	0.2	$2.9M	+7%	4.6k	628.40	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$2.8M		14k	198.33	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.2	$2.8M	-13%	58k	48.81	View chart
Ishares Global Comm Services Etf Etf (IXP)	0.2	$2.8M	NEW	32k	87.19	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$2.7M	+78%	120k	22.63	View chart
Abbott Labs Stock (ABT)	0.2	$2.6M	+4%	25k	105.94	View chart
Servisfirst Bancshares Stock (SFBS)	0.2	$2.6M		32k	80.24	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.5M	+11%	4.9k	509.39	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.2	$2.5M	+21%	14k	171.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.4M	+6%	5.3k	463.73	View chart
Clean Harbors Stock (CLH)	0.2	$2.4M	-2%	10k	238.73	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$2.4M	+2%	21k	114.86	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.2	$2.4M	+3%	61k	39.20	View chart
Procter And Gamble Stock (PG)	0.2	$2.4M	+36%	15k	160.77	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.3M	+4%	42k	55.20	View chart
Tjx Cos Stock (TJX)	0.1	$2.2M	+2%	20k	113.02	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$2.2M	+54%	17k	127.98	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.2M	+22%	20k	107.68	View chart
Mcdonalds Corp Stock (MCD)	0.1	$2.2M	+8%	8.1k	265.39	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.2M	+80%	20k	110.98	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.2M	+47%	24k	91.29	View chart
Southern Stock (SO)	0.1	$2.1M		25k	83.52	View chart
Oracle Corp Stock (ORCL)	0.1	$2.1M	+20%	15k	139.45	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.0M	+8%	33k	61.97	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.0M	-5%	37k	54.43	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$2.0M		57k	35.02	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$2.0M	+16%	8.7k	226.55	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.0M		3.00	659210.67	View chart
Bank America Corp Stock (BAC)	0.1	$2.0M	-30%	49k	40.31	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$1.9M	+33%	50k	38.36	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.9M	+2%	74k	26.00	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.9M	+94%	20k	92.18	View chart
Berry Global Group Stock (BERY)	0.1	$1.9M	-62%	28k	65.72	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.8M	-11%	30k	60.82	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.8M	+21%	31k	60.22	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$1.8M	-10%	23k	81.69	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$1.8M	+32%	68k	26.84	View chart
Watsco Stock (WSO)	0.1	$1.8M	+9%	3.7k	489.49	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.8M	+65%	10k	171.80	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.7M		18k	96.32	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.1	$1.7M	-8%	103k	16.66	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$1.7M	+14%	33k	51.23	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.6M	+168%	3.0k	542.06	View chart
Salesforce Stock (CRM)	0.1	$1.6M	+6%	6.3k	258.77	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.6M	+5%	60k	26.88	View chart
Abbvie Stock (ABBV)	0.1	$1.6M	+27%	8.7k	185.33	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$1.6M	+103%	61k	26.10	View chart
Credit Accep Corp Mich Stock (CACC)	0.1	$1.6M	+137050%	2.7k	574.90	View chart
Pepsico Stock (PEP)	0.1	$1.6M	+7%	9.0k	172.68	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.5M	+115%	23k	64.72	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M	+7%	2.6k	575.95	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.5M	+15%	4.5k	330.57	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.5M	+77%	18k	80.42	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.5M		14k	105.28	View chart
Diamondback Energy Stock (FANG)	0.1	$1.4M	+234%	7.2k	202.32	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.4M	+28%	12k	121.23	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.1	$1.4M	+142%	31k	47.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.4M	-3%	19k	74.78	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.4M	+3%	6.1k	233.45	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.1	$1.4M	+991%	884.00	1614.44	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.4M	+61%	5.0k	283.96	View chart
Linde Stock (LIN)	0.1	$1.4M	+30%	3.1k	453.35	View chart
Rtx Corporation Stock (RTX)	0.1	$1.4M	+12%	12k	117.48	View chart
Caterpillar Stock (CAT)	0.1	$1.4M	-2%	4.0k	346.22	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.4M	-28%	32k	42.31	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$1.3M	+18%	12k	117.66	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M	+7%	9.3k	144.49	View chart
Adobe Stock (ADBE)	0.1	$1.3M	-32%	2.4k	551.65	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M	-19%	2.4k	566.09	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.3M	-11%	20k	65.19	View chart
Wp Carey Reit (WPC)	0.1	$1.3M	+69%	23k	57.81	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.3M	+23%	7.6k	171.59	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.3M	+5%	5.8k	223.86	View chart
Halliburton Stock (HAL)	0.1	$1.3M		37k	34.68	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.3M	+42%	12k	109.27	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.3M		7.2k	177.02	View chart
Wells Fargo Stock (WFC)	0.1	$1.3M	+15%	21k	59.34	View chart
Qualcomm Stock (QCOM)	0.1	$1.2M	+20%	6.9k	180.96	View chart
Boeing Stock (BA)	0.1	$1.2M	+13%	6.5k	190.60	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$1.2M		24k	52.58	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M	+5%	20k	61.88	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.2M	+5%	30k	41.27	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.2M	-5%	7.4k	165.77	View chart
Morgan Stanley Stock (MS)	0.1	$1.2M		12k	103.23	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.2M	+5%	13k	93.21	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.2M	+9%	10k	118.35	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$1.2M	+39%	24k	48.52	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$1.2M	-3%	25k	47.33	View chart
Inspire Corporate Bond Etf Etf (IBD)	0.1	$1.2M	+343%	49k	23.66	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$1.2M	+607%	19k	60.14	View chart
Carlisle Cos Stock (CSL)	0.1	$1.2M	+3253%	2.8k	418.58	View chart
Mckesson Corp Stock (MCK)	0.1	$1.1M	+11%	1.9k	614.48	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$1.1M	+93%	41k	27.55	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.1M	+5%	22k	50.60	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.1M	+14%	36k	31.01	View chart
Advisorshares Star Global Buy-write Etf Etf (VEGA)	0.1	$1.1M	+486%	26k	42.48	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$1.1M	+1740%	8.6k	130.38	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$1.1M	+18%	20k	53.53	View chart
Pfizer Stock (PFE)	0.1	$1.1M	+33%	35k	30.54	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	+34%	4.3k	245.55	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.1	$1.0M	+42%	21k	49.74	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$1.0M	+2%	4.7k	222.59	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.1	$1.0M	NEW	43k	24.24	View chart
Disney Walt Stock (DIS)	0.1	$1.0M	+18%	11k	93.69	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$1.0M		850.00	1197.01	View chart
Dominion Energy Stock (D)	0.1	$1.0M	+89%	19k	53.46	View chart
Republic Svcs Stock (RSG)	0.1	$1.0M	-2%	5.2k	194.08	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$1.0M	+77%	9.7k	103.36	View chart
Union Pac Corp Stock (UNP)	0.1	$1.0M		4.1k	246.75	View chart
Starbucks Corp Stock (SBUX)	0.1	$981k	+5%	13k	77.95	View chart
Valero Energy Corp Stock (VLO)	0.1	$960k	+27%	5.9k	161.68	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.1	$958k	NEW	37k	26.02	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$954k	+12%	1.6k	614.93	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$947k	-2%	22k	43.74	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.1	$943k	+39%	36k	25.90	View chart
Cvs Health Corp Stock (CVS)	0.1	$942k	+12%	16k	60.33	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$917k		7.3k	124.82	View chart
Nike Inc Cl B Stock (NKE)	0.1	$914k	-6%	12k	74.86	View chart
Ge Aerospace Stock (GE)	0.1	$912k	+7%	5.4k	170.19	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$911k	+12%	31k	29.09	View chart
Dimensional Global Ex Us Core Fixed Income Etf Etf (DFGX)	0.1	$906k	+11%	17k	53.33	View chart
American Express Stock (AXP)	0.1	$881k	+20%	3.5k	253.04	View chart
Kla Corp Stock (KLAC)	0.1	$878k	+37%	1.1k	823.54	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$872k		22k	39.52	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$871k	-2%	30k	29.14	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$869k	+66%	17k	52.69	View chart
Coca Cola Stock (KO)	0.1	$867k	+4%	13k	66.74	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.1	$860k	+719%	8.2k	104.65	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$858k	-3%	3.2k	265.20	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$855k	+92%	4.5k	190.70	View chart
Jabil Stock (JBL)	0.1	$842k	-9%	7.5k	112.67	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$825k	-5%	25k	33.09	View chart
Texas Instrs Stock (TXN)	0.1	$824k		4.0k	203.84	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$823k	-2%	12k	70.65	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$822k	+65%	6.8k	121.06	View chart
Inspire Global Hope Etf Etf (BLES)	0.1	$819k	+26%	22k	38.00	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$819k	+663%	10k	80.71	View chart
Kirby Corp Stock (KEX)	0.1	$817k	+57%	6.7k	122.88	View chart
C3 Ai Inc Cl A Stock (AI)	0.1	$793k	-7%	30k	26.75	View chart
Philip Morris Intl Stock (PM)	0.1	$788k	+24%	6.8k	115.15	View chart
Eog Res Stock (EOG)	0.1	$771k	+2%	6.1k	126.89	View chart
Elevance Health Stock (ELV)	0.1	$762k	+44%	1.4k	532.67	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.1	$762k	+76%	13k	59.51	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 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
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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