EverSource Wealth Advisors »

Elevation Series Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Elevation Series Trust (DIVZ) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3k 117 36.38
2025-06-30 $4.1k 117 35.03

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Elevation Series Trust

Weaver Consulting Group
Titleist Asset Management
Verity and Verity
Advisor Group Holdings
Thrivent Financial for Lutherans
M3 Advisory Group
Financial Gravity Companies
Financial Gravity Wealth
Wiley Bros.-aintree Capital
Insight 2811
Joel Isaacson & Co
Tower Research Capital
UBS Group
Harbour Investments
EverSource Wealth Advisors

View all funds holding Elevation Series Trust