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 2512 positions in its portfolio as reported in the June 2023 quarterly 13F filing

EverSource Wealth Advisors has 2512 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) 3.7 $33M +6% 722k 46.18
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Apple Stock (AAPL) 3.5 $32M +19% 163k 193.97
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Vanguard Growth Etf Etf (VUG) 3.1 $28M +10% 99k 282.96
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Vanguard Value Etf Etf (VTV) 2.5 $22M +9% 158k 142.10
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.2 $20M +3% 263k 75.66
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Vanguard Dividend Appreciation Etf Etf (VIG) 2.2 $20M 122k 162.43
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Vanguard Health Care Etf Etf (VHT) 1.8 $16M +16% 67k 244.82
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Vanguard Total Stock Market Etf Etf (VTI) 1.8 $16M 73k 220.28
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Vanguard S&p 500 Etf Etf (VOO) 1.6 $15M 36k 407.28
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Microsoft Corp Stock (MSFT) 1.6 $15M +23% 43k 340.54
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iShares Gold Trust ETF Etf (IAU) 1.5 $14M +16% 370k 36.39
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 1.4 $13M -10% 141k 91.82
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.3 $12M +4% 432k 27.15
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $11M +19% 91k 119.70
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $11M +7% 259k 40.68
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Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO) 1.1 $9.6M +8% 537k 17.83
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Progressive Corp Stock (PGR) 1.0 $9.0M 68k 132.37
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Vanguard Short-term Bond Etf Etf (BSV) 1.0 $8.8M +11% 116k 75.57
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Vanguard Total International Bond Etf Etf (BNDX) 1.0 $8.6M +10% 177k 48.88
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Amazon Stock (AMZN) 0.9 $8.5M +28% 65k 130.36
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Vanguard Small-cap Etf Etf (VB) 0.9 $8.1M -7% 41k 198.89
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SPDR Gold Shares ETF Etf (GLD) 0.9 $8.0M +9% 45k 178.27
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Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.8 $7.7M +4% 167k 45.99
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.8 $7.6M +2% 242k 31.35
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Ishares Msci Eafe Etf Etf (EFA) 0.8 $7.4M -4% 102k 72.50
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Dollar Gen Corp Stock (DG) 0.8 $7.1M +19% 42k 169.78
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $7.0M +36% 58k 120.97
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I3 Verticals Inc Com Cl A Stock (IIIV) 0.8 $6.8M 298k 22.86
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Pioneer Nat Res Stock (PXD) 0.7 $6.8M +18% 33k 207.18
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Chevron Corp Stock (CVX) 0.7 $6.8M +11% 43k 157.35
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Autozone Stock (AZO) 0.7 $6.7M 2.7k 2493.36
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Broadcom Stock (AVGO) 0.7 $6.6M +7% 7.6k 867.39
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Hunt J B Trans Svcs Stock (JBHT) 0.7 $6.4M +16% 35k 181.03
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.7 $6.1M +4620% 100k 61.01
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Home Depot Stock (HD) 0.7 $6.1M +12% 20k 310.65
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Applied Matls Stock (AMAT) 0.7 $6.1M +11% 42k 144.54
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Graphic Packaging Hldg Stock (GPK) 0.7 $5.9M 247k 24.03
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Kkr & Co Stock (KKR) 0.6 $5.7M 102k 56.00
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Amgen Stock (AMGN) 0.6 $5.6M +13% 25k 222.02
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Energy Select Sector SPDR ETF Etf (XLE) 0.6 $5.5M -6% 68k 81.17
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D R Horton Stock (DHI) 0.6 $5.3M 44k 121.69
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Berry Global Group Stock (BERY) 0.6 $5.0M +7% 78k 64.34
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Blackstone Stock (BX) 0.5 $4.9M 53k 92.97
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Pimco Income Strategy Fd Ii Cef (PFN) 0.5 $4.8M +14% 666k 7.21
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Nvidia Corporation Stock (NVDA) 0.5 $4.7M +10% 11k 423.03
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American Homes 4 Rent Cl A Reit (AMH) 0.5 $4.7M 131k 35.45
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Lkq Corp Stock (LKQ) 0.5 $4.5M 78k 58.27
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Conocophillips Stock (COP) 0.5 $4.5M +19% 44k 103.61
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Dimensional U.s. Equity Etf Etf (DFUS) 0.5 $4.4M 91k 48.16
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.5 $4.4M 19k 235.32
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Dimensional Us Marketwide Value Etf Etf (DFUV) 0.5 $4.4M 127k 34.50
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Costco Whsl Corp Stock (COST) 0.5 $4.4M +198% 8.1k 538.41
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.5 $4.3M +28% 89k 47.87
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $4.2M +275% 12k 341.00
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Ishares Tips Bond Etf Etf (TIP) 0.5 $4.2M 39k 107.62
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Vanguard Mega Cap Value Etf Etf (MGV) 0.5 $4.2M 40k 103.76
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Crown Hldgs Stock (CCK) 0.5 $4.2M +9% 48k 86.87
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $4.0M 55k 72.62
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Jpmorgan Chase & Co Stock (JPM) 0.4 $4.0M +9% 28k 145.44
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Meta Platforms Inc Cl A Stock (META) 0.4 $4.0M +5% 14k 286.98
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.4 $4.0M +10% 53k 75.23
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Vanguard Long-term Bond Etf Etf (BLV) 0.4 $3.9M +13% 52k 74.92
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Vanguard Mid-cap Value Etf Etf (VOE) 0.4 $3.8M 28k 138.38
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Merck & Co Stock (MRK) 0.4 $3.8M 33k 115.39
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.4 $3.8M 65k 58.66
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Avantis U.s. Equity Etf Etf (AVUS) 0.4 $3.7M -3% 50k 75.19
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Spdr S&p Dividend Etf Etf (SDY) 0.4 $3.7M 30k 122.58
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Tesla Stock (TSLA) 0.4 $3.6M -9% 14k 261.77
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Vanguard Total World Stock Etf Etf (VT) 0.4 $3.5M +16% 37k 96.98
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Dimensional International Value Etf Etf (DFIV) 0.4 $3.4M 105k 32.85
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.4 $3.4M +9% 67k 50.82
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Ishares International Select Dividend Etf Etf (IDV) 0.4 $3.3M +2% 126k 26.33
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.4 $3.3M +57622% 60k 55.33
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.3 $3.1M +24% 61k 51.53
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Ishares Core S&p 500 Etf Etf (IVV) 0.3 $3.1M 7.0k 445.35
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Fedex Corp Stock (FDX) 0.3 $3.1M 13k 247.90
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Inspire 100 Etf Etf (BIBL) 0.3 $3.1M +52% 93k 32.89
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Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $2.9M 6.5k 443.26
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Rb Global Stock 0.3 $2.8M NEW 46k 60.00
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Visa Inc Com Cl A Stock (V) 0.3 $2.8M +6% 12k 237.50
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Masco Corp Stock (MAS) 0.3 $2.7M 46k 57.38
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Ppg Inds Stock (PPG) 0.3 $2.6M +5386% 18k 148.30
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Goldman Sachs Group Stock (GS) 0.3 $2.6M -10% 8.2k 322.52
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Vanguard Small Cap Value Etf Etf (VBR) 0.3 $2.6M -4% 16k 165.40
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $2.6M 56k 46.39
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Bridge Invt Group Hldgs Inc Com Cl A Stock (BRDG) 0.3 $2.6M 227k 11.35
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $2.6M 33k 79.03
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Walmart Stock (WMT) 0.3 $2.5M +36% 16k 157.18
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Dimensional Core Fixed Income Etf Etf (DFCF) 0.3 $2.5M +87% 60k 41.73
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U Haul Holding Company Stock (UHAL) 0.3 $2.5M +18% 44k 55.32
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Qualcomm Stock (QCOM) 0.3 $2.4M +27% 21k 119.04
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Janus Henderson Short Duration Income Etf Etf (VNLA) 0.3 $2.4M -2% 50k 47.79
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Abbott Labs Stock (ABT) 0.3 $2.4M +254% 22k 109.02
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Knight-swift Transn Hldgs Inc Cl A Stock (KNX) 0.2 $2.2M 40k 55.56
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Palo Alto Networks Stock (PANW) 0.2 $2.2M +3% 8.7k 255.51
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Avantis Core Fixed Income Etf Etf (AVIG) 0.2 $2.2M 53k 41.35
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Avantis International Small Cap Value Etf Etf (AVDV) 0.2 $2.2M 38k 57.56
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Occidental Pete Corp Stock (OXY) 0.2 $2.2M +3% 37k 58.80
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $2.1M +18% 20k 104.04
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $2.1M -14% 20k 106.07
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Inspire Small/mid Cap Etf Etf (ISMD) 0.2 $2.0M +59% 63k 32.13
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Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $2.0M 40k 48.94
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Mcdonalds Corp Stock (MCD) 0.2 $1.9M +82% 6.4k 298.43
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $1.9M +25% 13k 146.87
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Inspire International Etf Etf (WWJD) 0.2 $1.9M +83% 67k 27.80
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Mastercard Incorporated Cl A Stock (MA) 0.2 $1.8M +62% 4.6k 393.30
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Johnson & Johnson Stock (JNJ) 0.2 $1.8M -33% 11k 165.51
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Novo-nordisk A S Adr (NVO) 0.2 $1.8M +207% 11k 161.83
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Adobe Systems Incorporated Stock (ADBE) 0.2 $1.8M +15% 3.6k 488.99
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Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.2 $1.7M -33% 30k 57.60
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Clean Harbors Stock (CLH) 0.2 $1.7M 11k 164.43
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $1.7M +50% 17k 97.95
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Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.2 $1.7M -2% 34k 49.28
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Timothy Plan High Dividend Stock Enhanced Etf Etf (TPHE) 0.2 $1.6M -19% 72k 22.75
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Tjx Cos Stock (TJX) 0.2 $1.6M +205% 19k 84.79
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Ishares U.s. Technology Etf Etf (IYW) 0.2 $1.6M +156% 15k 108.87
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Netflix Stock (NFLX) 0.2 $1.6M -2% 3.6k 440.49
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Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $1.6M +11% 65k 24.27
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $1.6M NEW 3.00 517810.00
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Avantis International Equity Etf Etf (AVDE) 0.2 $1.5M -2% 27k 57.40
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Lilly Eli & Co Stock (LLY) 0.2 $1.5M -8% 3.2k 468.61
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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.2 $1.5M 64k 23.31
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Pepsico Stock (PEP) 0.2 $1.5M +111% 8.0k 185.22
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $1.5M -3% 3.1k 478.91
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $1.4M +82% 3.9k 369.45
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Avantis Short-term Fixed Income Etf Etf (AVSF) 0.2 $1.4M 31k 45.85
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $1.4M +4% 8.6k 157.82
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Exxon Mobil Corp Stock (XOM) 0.2 $1.4M +2% 13k 107.25
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Dimensional U.s. Small Cap Etf Etf (DFAS) 0.2 $1.4M 25k 54.80
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Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.2 $1.4M +88% 29k 46.35
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Servisfirst Bancshares Stock (SFBS) 0.1 $1.3M 32k 40.92
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Cvs Health Corp Stock (CVS) 0.1 $1.3M +66% 19k 69.13
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Abbvie Stock (ABBV) 0.1 $1.3M +47% 9.6k 134.72
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $1.3M 6.2k 205.77
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Oracle Corp Stock (ORCL) 0.1 $1.3M +9% 11k 119.08
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Salesforce Stock (CRM) 0.1 $1.3M +5% 6.0k 211.26
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Bank America Corp Stock (BAC) 0.1 $1.3M +86% 44k 28.69
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $1.3M -2% 22k 57.73
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Unitedhealth Group Stock (UNH) 0.1 $1.3M -4% 2.6k 480.72
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $1.2M +186% 4.0k 308.63
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Invesco S&p 500 Revenue Etf Etf (RWL) 0.1 $1.2M +48% 15k 80.00
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Pinnacle Finl Partners Stock (PNFP) 0.1 $1.2M +2% 22k 56.65
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Timothy Plan Us Large/mid Cap Core Enhanced Etf Etf (TPLE) 0.1 $1.2M -23% 52k 22.99
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.2M +68% 29k 41.55
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Becton Dickinson & Co Stock (BDX) 0.1 $1.2M +1427% 4.4k 264.02
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.1M +5% 4.4k 261.50
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Starbucks Corp Stock (SBUX) 0.1 $1.1M +208% 12k 99.06
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Nike Inc Cl B Stock (NKE) 0.1 $1.1M +128% 10k 110.37
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Procter And Gamble Stock (PG) 0.1 $1.1M 7.4k 151.72
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Schwab Charles Corp Stock (SCHW) 0.1 $1.1M +395% 20k 56.68
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $1.1M 8.2k 134.87
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Simon Ppty Group Reit (SPG) 0.1 $1.1M +64% 9.3k 115.48
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $1.1M +2% 19k 56.08
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Disney Walt Stock (DIS) 0.1 $1.0M +47% 12k 89.28
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $1.0M -16% 16k 63.20
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Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 0.1 $996k +1600% 850.00 1171.82
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Morgan Stanley Stock (MS) 0.1 $971k -3% 11k 85.39
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $967k -5% 9.9k 97.52
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Southern Stock (SO) 0.1 $966k -2% 14k 70.25
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Norwegian Cruise Line Hldg Stock (NCLH) 0.1 $957k -19% 44k 21.77
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Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.1 $955k +34% 24k 40.70
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $948k -25% 19k 50.22
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $948k 9.9k 95.41
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Eog Res Stock (EOG) 0.1 $936k -2% 8.2k 114.42
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $920k -3% 3.3k 275.19
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Financial Select Sector SPDR ETF Etf (XLF) 0.1 $896k -62% 27k 33.71
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Vanguard Total Bond Market Etf Etf (BND) 0.1 $893k +82% 12k 72.69
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Ishares Global Reit Etf Etf (REET) 0.1 $891k -12% 39k 22.97
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Boeing Stock (BA) 0.1 $880k 4.2k 211.16
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Expeditors Intl Wash Stock (EXPD) 0.1 $873k +1157% 7.2k 121.13
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Pfizer Stock (PFE) 0.1 $864k -3% 24k 36.68
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Jabil Stock (JBL) 0.1 $857k 7.9k 108.00
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Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $844k -11% 19k 45.48
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Republic Svcs Stock (RSG) 0.1 $828k +9% 5.4k 153.40
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Vaneck High Yield Muni Etf Etf (HYD) 0.1 $816k -31% 16k 51.34
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Avantis Emerging Markets Equity Etf Etf (AVEM) 0.1 $813k -2% 15k 53.81
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Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO) 0.1 $809k -31% 13k 61.61
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $809k -9% 8.0k 100.92
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Linde Stock (LIN) 0.1 $805k 2.1k 380.82
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $789k -7% 7.1k 110.45
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Wells Fargo Stock (WFC) 0.1 $787k -2% 18k 42.68
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Unilever Adr (UL) 0.1 $786k +158% 15k 52.13
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $785k 7.9k 99.65
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Marsh & Mclennan Cos Stock (MMC) 0.1 $785k -7% 4.2k 188.06
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Victoryshares Us Large Cap High Dividend Volatility Wtd Etf Etf (CDL) 0.1 $780k +1177% 14k 56.58
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Quest Diagnostics Stock (DGX) 0.1 $780k 5.5k 140.67
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Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.1 $773k +16% 15k 50.09
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Thermo Fisher Scientific Stock (TMO) 0.1 $772k 1.5k 522.71
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Timothy Plan Us Small Cap Core Etf Etf (TPSC) 0.1 $758k +39% 24k 31.88
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Marathon Pete Corp Stock (MPC) 0.1 $749k 6.4k 116.60
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Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC) 0.1 $747k +3186% 21k 35.98
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Advanced Micro Devices Stock (AMD) 0.1 $744k +17% 6.5k 113.91
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $744k -13% 4.1k 179.32
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Deere & Co Stock (DE) 0.1 $729k +26% 1.8k 405.19
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Mckesson Corp Stock (MCK) 0.1 $727k +4% 1.7k 427.31
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Coca Cola Stock (KO) 0.1 $713k +4% 12k 60.22
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $697k -16% 13k 51.98
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General Mls Stock (GIS) 0.1 $679k 8.9k 76.71
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Ishares Mbs Etf Etf (MBB) 0.1 $652k -6% 7.0k 93.26
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Devon Energy Corp Stock (DVN) 0.1 $651k -36% 14k 48.34
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Lockheed Martin Corp Stock (LMT) 0.1 $650k 1.4k 460.66
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Timothy Plan High Dividend Stock Etf Etf (TPHD) 0.1 $648k +316% 21k 31.50
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Ishares Biotechnology Etf Etf (IBB) 0.1 $641k -5% 5.0k 126.96
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Cisco Sys Stock (CSCO) 0.1 $639k -10% 12k 51.73
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Anheuser Busch Inbev Sa Adr (BUD) 0.1 $634k +343% 11k 56.72
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Ishares National Muni Bond Etf Etf (MUB) 0.1 $634k +8% 5.9k 106.73
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Ishares S&p 100 Etf Etf (OEF) 0.1 $629k 3.0k 207.06
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $625k +10% 26k 24.05
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Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $620k 10k 62.27
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Texas Instrs Stock (TXN) 0.1 $617k -9% 3.4k 180.01
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Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC) 0.1 $615k 13k 47.79
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Colgate Palmolive Stock (CL) 0.1 $612k +665% 7.9k 77.04
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $610k -9% 7.9k 77.61
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Caterpillar Stock (CAT) 0.1 $592k -12% 2.4k 246.05
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Valero Energy Corp Stock (VLO) 0.1 $589k +6% 5.0k 117.30
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $589k 5.1k 115.25
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Capital Group Dividend Value Etf Etf (CGDV) 0.1 $574k +8% 21k 27.04
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Lowes Cos Stock (LOW) 0.1 $567k +15% 2.5k 225.77
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Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $560k 8.8k 63.60
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Pool Corp Stock (POOL) 0.1 $556k +16% 1.5k 375.07
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Paypal Hldgs Stock (PYPL) 0.1 $546k -16% 8.2k 66.73
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Bentley Sys Inc Com Cl B Stock (BSY) 0.1 $533k 9.8k 54.18
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Medtronic Stock (MDT) 0.1 $524k -15% 6.0k 88.09
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Chubb Stock (CB) 0.1 $518k -6% 2.7k 192.56
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Avantis U.s Small Cap Equity Etf Etf (AVSC) 0.1 $514k -2% 11k 45.63
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Raytheon Technologies Corp Stock (RTX) 0.1 $513k -7% 5.2k 97.94
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American Express Stock (AXP) 0.1 $510k +6% 2.9k 174.20
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Lennar Corp Cl A Stock (LEN) 0.1 $502k -6% 4.0k 125.31
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $501k +15% 10k 48.06
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Philip Morris Intl Stock (PM) 0.1 $496k -8% 5.1k 97.64
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $489k -4% 675.00 725.06
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Elevance Health Stock (ELV) 0.1 $478k +11% 1.1k 444.39
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Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.1 $478k NEW 14k 33.15
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Cooper Cos Stock (COO) 0.1 $472k 1.2k 383.44
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BP Adr (BP) 0.1 $471k 13k 35.29
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Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $466k -3% 1.6k 295.83
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Phillips 66 Stock (PSX) 0.1 $461k 4.8k 95.28
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Alerian Mlp Etf Etf (AMLP) 0.1 $459k 12k 39.21
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Siteone Landscape Supply Stock (SITE) 0.1 $454k -7% 2.7k 167.36
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Fiserv Stock (FI) 0.0 $452k -2% 3.6k 126.15
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Laboratory Corp Amer Hldgs Stock (LH) 0.0 $452k -2% 1.9k 241.33
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Packaging Corp Amer Stock (PKG) 0.0 $451k 3.4k 132.17
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Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.0 $448k 5.8k 77.42
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Analog Devices Stock (ADI) 0.0 $444k +16% 2.3k 194.67
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Keysight Technologies Stock (KEYS) 0.0 $440k 2.6k 167.50
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Astrazeneca Adr (AZN) 0.0 $439k -7% 6.1k 71.56
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Vanguard Extended Market Etf Etf (VXF) 0.0 $439k -30% 2.9k 148.83
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $437k 1.3k 343.93
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Nextera Energy Stock (NEE) 0.0 $435k 5.9k 74.22
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $431k -20% 8.7k 49.31
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Past Filings by EverSource Wealth Advisors

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