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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 VUG, VTV, VEA, PRXG, AAPL, and represent 12.76% of EverSource Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$79M), IWO (+$12M), POOL (+$7.8M), USIG (+$6.1M), CGCP (+$5.7M), Exxon Mobil Corp (+$5.5M), KLAC, GNRC, CGGR, SSNC.
Started 224 new stock positions in CYD, SPCX, ZOMDF, Direxion Shares Etf Trust Da Te Be 3x Etf, ESOA, NMZ, SETM, SLDB, OWNS, UNIT.
Reduced shares in these 10 stocks: VEA (-$68M), VTV (-$57M), PRXG (-$35M), PRXV (-$32M), VWO (-$22M), AAPL (-$18M), BNDX (-$17M), VB (-$16M), BSV (-$15M), VCSH (-$12M).
Sold out of its positions in BCI, ADAG, IVVD, ANL, AGEN, Air Lease Corp, ALIT, BBLU, AMRN, ABTC.
EverSource Wealth Advisors was a net seller of stock by $-506M.
EverSource Wealth Advisors has $3.0B in assets under management (AUM), dropping by -9.54%.
Central Index Key (CIK): 0001710537

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Portfolio Holdings for EverSource Wealth Advisors

EverSource Wealth Advisors holds 4391 positions in its portfolio as reported in the June 2026 quarterly 13F filing

EverSource Wealth Advisors has 4391 total positions. Only the first 250 positions are shown.

Sign up to view all of the EverSource Wealth Advisors June 30, 2026 positions
Download the EverSource Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	3.7	$111M	+250%	1.3M	86.14	View chart
Vanguard Value Etf Etf (VTV)	2.8	$82M	-41%	376k	217.93	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.4	$72M	-48%	1.0M	71.25	View chart
Praxis Impact Large Cap Growth Etf Etf (PRXG)	2.0	$59M	-37%	1.5M	39.02	View chart
Apple Stock (AAPL)	1.9	$56M	-24%	192k	289.36	View chart
Praxis Impact Large Cap Value Etf Etf (PRXV)	1.7	$50M	-39%	1.4M	34.83	View chart
iShares Gold Trust ETF Etf (IAU)	1.7	$50M		655k	75.51	View chart
Nvidia Corporation Stock (NVDA)	1.6	$49M	-11%	243k	200.09	View chart
Applied Matls Stock (AMAT)	1.3	$38M	-7%	52k	723.00	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$37M	-14%	104k	357.37	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.2	$35M	-20%	383k	91.64	View chart
Tesla Stock (TSLA)	1.2	$34M	-5%	81k	420.60	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.1	$34M	-25%	91k	370.04	View chart
Amazon Stock (AMZN)	1.1	$34M	-13%	141k	238.34	View chart
Broadcom Stock (AVGO)	1.1	$33M	-15%	87k	377.75	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.1	$32M		510k	62.20	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$31M	-5%	46k	686.81	View chart
Apollo Global Mgmt Stock (APO)	1.0	$30M	-2%	254k	118.31	View chart
Microsoft Corp Stock (MSFT)	1.0	$30M	-15%	80k	373.02	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$29M	-2%	124k	236.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.0	$29M	-34%	370k	77.91	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.9	$28M	-6%	14k	1989.46	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$26M	-15%	580k	44.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$25M	-46%	415k	59.69	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.8	$23M		459k	51.05	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.8	$23M	+5%	521k	44.48	View chart
Spdr S&p 500 Etf Tr Put Opt 12/27 690.0 Put Stock Put Option (SPY)	0.8	$23M	-6%	31k	746.77	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$21M	-11%	28k	748.88	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.7	$21M	+37%	949k	22.29	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.7	$21M	+10%	611k	34.62	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$21M	-2%	275k	75.79	View chart
Avantis International Equity Etf Etf (AVDE)	0.7	$21M	-16%	231k	89.20	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.7	$20M		156k	127.76	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.7	$20M	-45%	412k	48.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$20M		27k	736.41	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.7	$20M	+4%	674k	29.19	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.7	$20M	-15%	425k	46.25	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.7	$20M		525k	37.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$18M	-30%	51k	353.34	View chart
Capital Group Growth Etf Etf (CGGR)	0.6	$18M	+18%	381k	47.20	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$18M	-46%	58k	303.12	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.6	$17M	-3%	39k	431.46	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$16M	+6%	155k	103.88	View chart
Smi 3fourteen Real Asset Allocation Etf Etf (RAA)	0.5	$16M	+8%	541k	29.49	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$15M	-5%	128k	116.67	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$15M	-6%	557k	26.52	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.5	$15M	-23%	195k	75.68	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$15M	-7%	247k	58.98	View chart
Progressive Corp Stock (PGR)	0.5	$14M	-3%	66k	218.45	View chart
Crh Plc Ord Stock (CRH)	0.5	$14M		134k	107.01	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.5	$14M		271k	51.27	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$14M	-10%	24k	563.30	View chart
Micron Technology Stock (MU)	0.4	$13M	-26%	11k	1154.32	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$13M	-9%	153k	81.98	View chart
Sovereigns Capital Flourish Fund Etf (SOVF)	0.4	$12M	-31%	409k	29.72	View chart
Diamondback Energy Stock (FANG)	0.4	$12M		69k	175.79	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.4	$12M	-5%	16k	763.14	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$12M	-28%	36k	327.31	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.4	$12M	+12883%	30k	393.96	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.4	$12M	+21%	198k	58.20	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.4	$11M	-18%	276k	40.13	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$11M		230k	45.70	View chart
Ishares Mbs Etf Etf (MBB)	0.4	$11M	-2%	111k	94.52	View chart
Kkr & Co Stock (KKR)	0.3	$9.9M	-6%	108k	91.78	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.3	$9.9M	-44%	212k	46.81	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$9.6M		131k	73.41	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$9.6M	-13%	19k	500.40	View chart
Palo Alto Networks Stock (PANW)	0.3	$9.6M	-22%	28k	341.02	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.3	$9.5M	-44%	124k	76.70	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.3	$9.4M	+4%	94k	100.28	View chart
Walmart Stock (WMT)	0.3	$9.2M	-28%	82k	113.26	View chart
Autozone Stock (AZO)	0.3	$8.9M	-7%	2.8k	3195.94	View chart
Eli Lilly & Co Stock (LLY)	0.3	$8.9M	-23%	7.4k	1199.67	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.3	$8.5M	-46%	124k	68.93	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.3	$8.4M	+256%	164k	51.29	View chart
Pool Corp Stock (POOL)	0.3	$8.0M	+3934%	37k	214.90	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$7.9M	+4%	140k	56.48	View chart
Ciena Corp Stock (CIEN)	0.3	$7.8M	-22%	16k	490.56	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$7.6M		93k	81.94	View chart
Inspire 500 Etf Etf (PTL)	0.3	$7.6M	+13%	27k	286.09	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.3	$7.6M	+34%	153k	49.28	View chart
Healthequity Stock (HQY)	0.3	$7.5M	+26%	83k	90.32	View chart
Home Depot Stock (HD)	0.3	$7.5M	-42%	21k	352.68	View chart
Blackstone Stock (BX)	0.3	$7.5M		64k	117.67	View chart
Rb Global Stock (RBA)	0.3	$7.5M	-5%	64k	116.45	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$7.2M		46k	156.95	View chart
Kirby Corp Stock (KEX)	0.2	$7.1M		52k	135.97	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.2	$7.0M		48k	146.26	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.2	$6.9M	+5%	165k	42.00	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$6.9M		172k	40.21	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$6.8M	-63%	87k	79.03	View chart
Advanced Micro Devices Stock (AMD)	0.2	$6.7M	-5%	12k	580.91	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.2	$6.6M	-6%	144k	45.70	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$6.6M	-36%	120k	55.01	View chart
Generac Hldgs Stock (GNRC)	0.2	$6.6M	+149%	23k	292.81	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$6.6M	+2%	42k	158.03	View chart
Chevron Corporation Stock (CVX)	0.2	$6.5M	-13%	40k	165.76	View chart
Amgen Stock (AMGN)	0.2	$6.3M	-11%	18k	362.11	View chart
Inspire International Etf Etf (WWJD)	0.2	$6.2M		164k	38.13	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$6.2M	+13%	77k	81.05	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$6.1M	-3%	114k	54.02	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$6.1M	+7%	60k	103.05	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.2	$6.0M	+23%	111k	54.54	View chart
Pgim Short Duration High Yield Etf Etf (PSH)	0.2	$6.0M	-2%	120k	49.88	View chart
Texas Pacific Land Corporation Stock (TPL)	0.2	$5.6M	-3%	13k	437.62	View chart
Exxonmobil Holdings Corp Stock	0.2	$5.5M	NEW	40k	136.72	View chart
Vanguard International Dividend Appreciation ETF Etf (VIGI)	0.2	$5.5M	-4%	59k	93.38	View chart
Applied Finance Ivs Us Smid Etf Etf (IVSS)	0.2	$5.5M	-18%	183k	29.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$5.4M	-10%	56k	96.58	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$5.3M	-10%	14k	368.36	View chart
Deere & Co Stock (DE)	0.2	$5.1M	-8%	8.1k	634.32	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$5.0M	+2%	100k	50.58	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.2	$5.0M	+11%	105k	47.98	View chart
Visa Inc Com Cl A Stock (V)	0.2	$5.0M	-24%	15k	343.08	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$5.0M		136k	36.84	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.2	$5.0M	-10%	106k	46.92	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.2	$5.0M	+16%	124k	40.15	View chart
D R Horton Stock (DHI)	0.2	$5.0M	-29%	31k	162.88	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$5.0M	-3%	26k	190.52	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$4.9M	-30%	10k	477.49	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$4.9M	+10%	98k	49.78	View chart
Goldman Sachs Group Stock (GS)	0.2	$4.9M	-42%	4.8k	1011.46	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.2	$4.7M	-19%	49k	96.49	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$4.7M	-16%	55k	85.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$4.7M		147k	31.71	View chart
Tbg Dividend Focus Etf Etf (TBG)	0.2	$4.6M	+20%	126k	36.46	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$4.5M	-24%	4.8k	935.65	View chart
Kla Corp Stock (KLAC)	0.2	$4.5M	+729%	15k	301.71	View chart
Netflix Stock (NFLX)	0.2	$4.5M	-9%	63k	71.40	View chart
iShares Silver Trust ETF Etf (SLV)	0.2	$4.5M		83k	53.47	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$4.5M	+36%	44k	102.30	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$4.4M	-46%	27k	163.47	View chart
Caterpillar Stock (CAT)	0.1	$4.4M	-10%	4.1k	1064.73	View chart
Cisco Sys Stock (CSCO)	0.1	$4.3M	-11%	36k	117.46	View chart
Western Digital Corp Stock (WDC)	0.1	$4.2M	-22%	6.6k	638.72	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$4.2M	+6%	54k	77.11	View chart
Johnson & Johnson Stock (JNJ)	0.1	$4.1M	-27%	16k	253.95	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.1	$4.0M	-10%	96k	41.73	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$4.0M	+37%	39k	100.67	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$3.9M		56k	69.90	View chart
Intel Corp Stock (INTC)	0.1	$3.8M	-22%	28k	139.63	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$3.8M	+149%	44k	87.91	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.8M	-12%	8.8k	433.14	View chart
Ge Vernova Stock (GEV)	0.1	$3.8M	-4%	3.2k	1174.82	View chart
Strategy Inc Cl A Stock (MSTR)	0.1	$3.8M	-21%	44k	86.95	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$3.7M		5.00	748850.00	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$3.7M	+4%	73k	51.05	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$3.6M	-8%	47k	77.87	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$3.6M	-41%	15k	243.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$3.6M	-47%	18k	197.65	View chart
Ge Aerospace Stock (GE)	0.1	$3.6M	-15%	9.6k	373.69	View chart
Masco Corp Stock (MAS)	0.1	$3.6M	-2%	44k	81.37	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.1	$3.5M	-25%	122k	28.97	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.5M	-20%	25k	137.53	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$3.5M	+142%	55k	62.89	View chart
Merck & Co Stock (MRK)	0.1	$3.4M	-14%	27k	128.50	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$3.3M	+21%	100k	33.29	View chart
Jabil Stock (JBL)	0.1	$3.3M	-42%	8.6k	385.48	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$3.3M	-18%	40k	82.34	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$3.3M		44k	75.45	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$3.2M	-25%	38k	82.84	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$3.2M	+22%	168k	18.87	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$3.2M	-26%	69k	45.75	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$3.1M	-16%	7.6k	409.49	View chart
Southern Stock (SO)	0.1	$3.1M	-39%	33k	95.71	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$3.1M	+104%	21k	148.31	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$3.1M	-17%	6.0k	513.58	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$3.1M	-11%	60k	50.61	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$3.0M	-48%	63k	47.75	View chart
Morgan Stanley Stock (MS)	0.1	$3.0M	-37%	14k	209.08	View chart
Comfort Sys Usa Stock (FIX)	0.1	$3.0M	-13%	1.5k	1981.97	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.9M	-23%	72k	40.64	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.1	$2.9M	+1232%	47k	62.05	View chart
Sandisk Corp Stock (SNDK)	0.1	$2.9M	-26%	1.3k	2271.88	View chart
Abbvie Stock (ABBV)	0.1	$2.9M	-17%	11k	251.62	View chart
Clean Harbors Stock (CLH)	0.1	$2.9M	-4%	9.5k	298.75	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$2.8M	+16%	65k	43.30	View chart
Inspire 100 Etf Etf (BIBL)	0.1	$2.8M		48k	57.88	View chart
Somnigroup International Stock (SGI)	0.1	$2.8M		35k	78.39	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$2.7M	-2%	25k	110.32	View chart
Tweedy Browne Insider Value Etf Trust Units Etf (COPY)	0.1	$2.7M	+19%	181k	14.73	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$2.7M	-31%	35k	76.55	View chart
Fidelity Enhanced Emerging Markets Etf Etf (FEMR)	0.1	$2.6M	-21%	62k	42.58	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$2.6M	+5%	25k	106.47	View chart
Eaton Corp Stock (ETN)	0.1	$2.6M	+70%	6.1k	426.14	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.1	$2.6M	+3%	52k	50.09	View chart
Virtus Newfleet Multi-sector Bond Etf Etf (NFLT)	0.1	$2.6M	+22%	113k	22.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.5M	+217%	21k	124.17	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.5M	-42%	60k	42.21	View chart
Oracle Corp Stock (ORCL)	0.1	$2.5M	-30%	17k	146.55	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$2.5M	+26%	83k	30.17	View chart
Constellation Energy Corp Stock (CEG)	0.1	$2.4M	+17%	9.8k	248.38	View chart
Dimensional International Core Fixed Income Etf Etf (DFGX)	0.1	$2.4M		45k	53.59	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$2.4M	+5%	9.9k	242.43	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$2.4M	-10%	42k	56.98	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.3M	-9%	28k	82.64	View chart
Unitedhealth Group Stock (UNH)	0.1	$2.3M		5.6k	415.68	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.1	$2.3M	+1679%	42k	56.01	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$2.3M	-12%	75k	30.63	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.1	$2.3M	-10%	45k	50.35	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$2.2M	-8%	22k	100.88	View chart
Rtx Corporation Stock (RTX)	0.1	$2.2M	-19%	12k	189.73	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$2.2M	+5%	52k	42.33	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$2.2M		43k	50.66	View chart
Linde Stock (LIN)	0.1	$2.2M	-22%	4.2k	519.22	View chart
Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI)	0.1	$2.2M	+44%	82k	26.44	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$2.2M	+571%	26k	82.62	View chart
Coca Cola Stock (KO)	0.1	$2.1M	-34%	26k	81.26	View chart
Tjx Cos Stock (TJX)	0.1	$2.1M	-24%	14k	151.48	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$2.1M	+118%	76k	27.47	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$2.1M	-29%	2.2k	965.19	View chart
Axon Enterprise Stock (AXON)	0.1	$2.1M	+111%	3.7k	560.61	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.0M	-20%	9.6k	212.78	View chart
Oneascent International Equity Etf Etf (OAIM)	0.1	$2.0M	+40%	43k	47.83	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.1	$2.0M	+29%	57k	35.72	View chart
Valero Energy Corp Stock (VLO)	0.1	$2.0M	-32%	7.8k	260.49	View chart
Spdr S&p 500 Etf Tr Cll Opt 12/27 815.0 Cal Stock Call Option	0.1	$2.0M	-50%	2.7k	746.77	View chart
Philip Morris Intl Stock (PM)	0.1	$2.0M	-2%	11k	180.93	View chart
Timothy Plan International Etf Etf (TPIF)	0.1	$2.0M	-2%	54k	37.31	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$2.0M	-14%	57k	34.81	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$2.0M	+31%	49k	40.13	View chart
American Express Stock (AXP)	0.1	$2.0M	-12%	5.8k	338.28	View chart
Chubb Stock (CB)	0.1	$1.9M	-19%	5.7k	340.99	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.9M	-23%	3.8k	509.42	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.9M	-46%	7.5k	255.67	View chart
Citigroup Stock (C)	0.1	$1.9M	-13%	14k	139.95	View chart
Teradyne Stock (TER)	0.1	$1.9M	-15%	3.9k	483.66	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$1.9M	+18%	23k	80.82	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$1.9M	-24%	11k	176.30	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.9M	+1812%	118k	15.88	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$1.9M		34k	54.67	View chart
Lkq Corp Stock (LKQ)	0.1	$1.9M	+14%	70k	26.33	View chart
International Business Machs Stock (IBM)	0.1	$1.8M		6.6k	281.20	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.1	$1.8M	+6996%	72k	25.61	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.1	$1.8M	-5%	49k	37.96	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$1.8M	+3%	37k	50.00	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$1.8M	+7%	50k	36.53	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$1.8M	-22%	5.4k	334.72	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.8M	+22%	11k	161.54	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.8M	+2%	36k	50.57	View chart
Procter & Gamble Stock (PG)	0.1	$1.8M	-35%	12k	146.63	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.1	$1.8M	+55%	48k	36.39	View chart
Halliburton Stock (HAL)	0.1	$1.7M	-11%	51k	33.95	View chart
Brunswick Corp Stock (BC)	0.1	$1.7M	-11%	21k	84.24	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$1.7M	+10%	89k	19.46	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.7M	-15%	7.0k	246.15	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$1.7M	-7%	5.8k	289.43	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.1	$1.7M	+21%	9.5k	176.65	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.6M	-20%	29k	57.62	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$1.6M	-16%	19k	87.88	View chart

Past Filings by EverSource Wealth Advisors

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

EverSource Wealth Advisors 2026 Q2 filed July 24, 2026
EverSource Wealth Advisors 2026 Q1 restated filed May 18, 2026
EverSource Wealth Advisors 2026 Q1 filed May 14, 2026
EverSource Wealth Advisors 2025 Q4 filed Feb. 6, 2026
EverSource Wealth Advisors 2025 Q3 filed Nov. 10, 2025
EverSource Wealth Advisors 2025 Q2 filed Aug. 13, 2025
EverSource Wealth Advisors 2025 Q1 filed May 13, 2025
EverSource Wealth Advisors 2024 Q4 filed Feb. 10, 2025
EverSource Wealth Advisors 2024 Q3 filed Nov. 8, 2024
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

View all past filings

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