EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q4 2021 to Q1 2022
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 147
- Est. +$5.63M
- Added
- 644
- Est. +$66.6M
- Reduced
- 383
- Est. −$18.7M
- Sold out
- 213
- Est. −$2.50M
Portfolio value went from $357.1M to $394.3M (+$37.1M (+10.4%)); positions from 1,783 to 1,717 (−66).
All Q1 2022 holdingsAll Q4 2021 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2022 and the gray one below is Q4 2021. For stocks that split between the two quarters, Q4 2021 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 339,284371,428 | −32,144−8.7% | $16.3M$19.0M | −$1.54M | 4.1%5.3% | −1.18 |
| Vanguard S&P 500 ETF922908363 | Added– | 36,56632,152 | +4,414+13.7% | $15.2M$14.0M | +$1.83M | 3.9%3.9% | −0.08 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 66,17864,693 | +1,485+2.3% | $15.1M$15.6M | +$338.1K | 3.8%4.4% | −0.55 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 526,275526,275 | 00.0% | $14.7M$12.0M | $0 | 3.7%3.4% | +0.36 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 169,875226,284 | −56,409−24.9% | $13.3M$18.4M | −$4.40M | 3.4%5.1% | −1.78 |
| AAPLApple Inc. | AddedHistory | 74,61968,916 | +5,703+8.3% | $13.0M$12.2M | +$995.8K | 3.3%3.4% | −0.12 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 77,58772,458 | +5,129+7.1% | $12.6M$12.4M | +$831.7K | 3.2%3.5% | −0.29 |
| MSFTMicrosoft Corp | AddedHistory | 27,65321,020 | +6,633+31.6% | $8.53M$7.07M | +$2.04M | 2.2%2.0% | +0.18 |
| Janus Detroit STR Tr47103U886 | Added– | 144,85322,529 | +122,324+543.0% | $7.11M$1.12M | +$6.00M | 1.8%0.3% | +1.49 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 228,542184,734 | +43,808+23.7% | $6.30M$5.35M | +$1.21M | 1.6%1.5% | +0.10 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 123,843129,550 | −5,707−4.4% | $6.21M$6.84M | −$285.9K | 1.6%1.9% | −0.34 |
| Goldman Sachs ETF Tr381430107 | Added– | 182,71297,194 | +85,518+88.0% | $5.98M$3.43M | +$2.80M | 1.5%1.0% | +0.56 |
| Vanguard World FD921910840 | Reduced– | 54,62058,852 | −4,232−7.2% | $5.86M$6.29M | −$454.2K | 1.5%1.8% | −0.27 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 32,57433,210 | −636−1.9% | $4.88M$4.99M | −$95.2K | 1.2%1.4% | −0.16 |
| Vanguard Ftse Emerging Markets ETF922042858 | Reduced– | 103,604107,563 | −3,959−3.7% | $4.78M$5.32M | −$182.6K | 1.2%1.5% | −0.28 |
| Vanguard World FD921910816 | Reduced– | 20,28625,253 | −4,967−19.7% | $4.78M$6.58M | −$1.17M | 1.2%1.8% | −0.63 |
| Vanguard Scottsdale FDS92206C706 | Reduced– | 74,798105,108 | −30,310−28.8% | $4.71M$6.99M | −$1.91M | 1.2%2.0% | −0.76 |
| AMZNAmazon Com Inc | AddedHistory | 1,3941,111 | +283+25.5% | $4.54M$3.71M | +$922.7K | 1.2%1.0% | +0.12 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 19,52214,610 | +4,912+33.6% | $4.15M$3.30M | +$1.04M | 1.1%0.9% | +0.13 |
| Dimensional ETF Trust25434V401 | Added– | 82,43482,349 | +85+0.1% | $4.04M$4.26M | +$4.17K | 1.0%1.2% | −0.17 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 13,61912,359 | +1,260+10.2% | $3.92M$3.97M | +$362.4K | 1.0%1.1% | −0.12 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 43,38945,916 | −2,527−5.5% | $3.73M$4.26M | −$217.4K | 0.9%1.2% | −0.25 |
| Schwab US Dividend Equity ETF808524797 | Added– | 45,31737,288 | +8,029+21.5% | $3.58M$3.01M | +$633.4K | 0.9%0.8% | +0.06 |
| American Centy ETF Tr025072885 | Added– | 46,24444,004 | +2,240+5.1% | $3.56M$3.53M | +$172.7K | 0.9%1.0% | −0.08 |
| SFBSServisFirst Bancshares, Inc. | AddedHistory | 34,62816,528 | +18,100+109.5% | $3.30M$1.40M | +$1.72M | 0.8%0.4% | +0.44 |
| Dimensional ETF Trust25434V807 | Added– | 97,38392,840 | +4,543+4.9% | $3.26M$3.05M | +$152.1K | 0.8%0.9% | −0.03 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 18,44318,534 | −91−0.5% | $3.24M$3.31M | −$16.0K | 0.8%0.9% | −0.11 |
| GOOGLAlphabet Inc. | AddedHistory | 1,031800 | +231+28.9% | $2.87M$2.32M | +$642.4K | 0.7%0.6% | +0.08 |
| Vanguard Morningstar Value ETF922908744 | Added– | 18,57816,148 | +2,430+15.0% | $2.75M$2.38M | +$359.0K | 0.7%0.7% | +0.03 |
| SPDR Series Trust78464A763 | Added– | 21,27418,943 | +2,331+12.3% | $2.73M$2.45M | +$298.6K | 0.7%0.7% | +0.01 |
| iShares Core S&P 500 ETF464287200 | Added– | 5,2943,555 | +1,739+48.9% | $2.40M$1.70M | +$789.0K | 0.6%0.5% | +0.13 |
| iShares MSCI Eafe ETF464287465 | Added– | 30,30829,401 | +907+3.1% | $2.23M$2.31M | +$66.8K | 0.6%0.6% | −0.08 |
| American Centy ETF Tr025072562 | Added– | 49,11447,340 | +1,774+3.7% | $2.23M$2.31M | +$80.4K | 0.6%0.6% | −0.08 |
| GOOGAlphabet Inc. | AddedHistory | 774683 | +91+13.3% | $2.16M$1.98M | +$254.1K | 0.5%0.6% | −0.01 |
| JPMJPMorgan Chase & Co | AddedHistory | 15,63413,479 | +2,155+16.0% | $2.13M$2.13M | +$293.7K | 0.5%0.6% | −0.06 |
| iShares Tr464288877 | Reduced– | 40,87544,173 | −3,298−7.5% | $2.05M$2.23M | −$165.7K | 0.5%0.6% | −0.10 |
| Dimensional U.S. Targeted Value ETF25434V609 | Reduced– | 43,41647,770 | −4,354−9.1% | $2.02M$2.27M | −$202.9K | 0.5%0.6% | −0.12 |
| Victory Portfolios II92647N824 | Added– | 27,86116,905 | +10,956+64.8% | $2.00M$1.18M | +$787.3K | 0.5%0.3% | +0.18 |
| Schwab Intermediate-Term US Treasury ETF808524854 | New– | 37,4910 | +37,491 | $2.00M$0 | +$2.00M | 0.5%0.0% | +0.51 |
| iShares Tr46435G425 | Added– | 19,44518,466 | +979+5.3% | $1.97M$1.99M | +$99.2K | 0.5%0.6% | −0.06 |
| iShares Tr464288448 | Added– | 61,36149,356 | +12,005+24.3% | $1.95M$1.54M | +$381.3K | 0.5%0.4% | +0.06 |
| Vanguard Scottsdale FDS92206C102 | Reduced– | 31,99333,300 | −1,307−3.9% | $1.90M$2.02M | −$77.5K | 0.5%0.6% | −0.09 |
| Northern LTS FD Tr IV66538H534 | Added– | 49,89018,189 | +31,701+174.3% | $1.79M$716.0K | +$1.14M | 0.5%0.2% | +0.25 |
| HDHome Depot, Inc. | AddedHistory | 5,9034,674 | +1,229+26.3% | $1.77M$1.94M | +$367.9K | 0.4%0.5% | −0.09 |
| Vanguard Total International Bond ETF92203J407 | Added– | 33,20731,339 | +1,868+6.0% | $1.74M$1.73M | +$98.0K | 0.4%0.5% | −0.04 |
| American Centy ETF Tr025072703 | Added– | 28,79627,168 | +1,628+6.0% | $1.74M$1.72M | +$98.3K | 0.4%0.5% | −0.04 |
| Vanguard Total World Stock ETF922042742 | Added– | 16,86915,543 | +1,326+8.5% | $1.71M$1.67M | +$134.3K | 0.4%0.5% | −0.03 |
| VVisa Inc. | AddedHistory | 7,6695,277 | +2,392+45.3% | $1.70M$1.14M | +$530.2K | 0.4%0.3% | +0.11 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 20,85319,668 | +1,185+6.0% | $1.63M$1.59M | +$92.3K | 0.4%0.4% | −0.03 |
| Pgim ETF Tr69344A107 | Reduced– | 32,48448,292 | −15,808−32.7% | $1.60M$2.39M | −$778.1K | 0.4%0.7% | −0.26 |
| American Centy ETF Tr025072687 | Added– | 30,75529,899 | +856+2.9% | $1.46M$1.48M | +$40.7K | 0.4%0.4% | −0.04 |
| JNJJohnson & Johnson | AddedHistory | 8,1006,535 | +1,565+23.9% | $1.44M$1.12M | +$277.3K | 0.4%0.3% | +0.05 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | Reduced– | 5,8746,643 | −769−11.6% | $1.31M$1.69M | −$171.4K | 0.3%0.5% | −0.14 |
| UNHUnitedHealth Group Inc | AddedHistory | 2,5571,525 | +1,032+67.7% | $1.30M$766.0K | +$525.9K | 0.3%0.2% | +0.12 |
| UNPUnion Pacific Corp | AddedHistory | 4,6923,645 | +1,047+28.7% | $1.28M$918.0K | +$286.1K | 0.3%0.3% | +0.07 |
| Vanguard Whitehall FDS921946794 | Added– | 18,81618,797 | +19+0.1% | $1.27M$1.26M | +$1.28K | 0.3%0.4% | −0.03 |
| METAMeta Platforms, Inc. | AddedHistory | 5,6804,448 | +1,232+27.7% | $1.26M$1.50M | +$274.2K | 0.3%0.4% | −0.10 |
| AVGOBroadcom Inc. | AddedHistory | 1,9861,084 | +902+83.2% | $1.25M$722.0K | +$568.2K | 0.3%0.2% | +0.12 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 21,81320,017 | +1,796+9.0% | $1.22M$1.20M | +$100.7K | 0.3%0.3% | −0.03 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | Added– | 48,92937,639 | +11,290+30.0% | $1.22M$983.0K | +$281.7K | 0.3%0.3% | +0.03 |
| American Centy ETF Tr025072802 | Added– | 18,8165,283 | +13,533+256.2% | $1.18M$341.0K | +$848.0K | 0.3%0.1% | +0.20 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 2,5852,317 | +268+11.6% | $1.17M$1.10M | +$121.0K | 0.3%0.3% | −0.01 |
| TXNTexas Instruments Inc | AddedHistory | 6,1885,226 | +962+18.4% | $1.14M$985.0K | +$176.6K | 0.3%0.3% | +0.01 |
| USBUS Bancorp DE | ReducedHistory | 20,81620,929 | −113−0.5% | $1.11M$1.18M | −$6.01K | 0.3%0.3% | −0.05 |
| ZBRAZebra Technologies Corp | AddedHistory | 2,5581,330 | +1,228+92.3% | $1.06M$792.0K | +$508.4K | 0.3%0.2% | +0.05 |
| KOCoca Cola Co | AddedHistory | 16,61911,781 | +4,838+41.1% | $1.03M$697.0K | +$299.8K | 0.3%0.2% | +0.07 |
| CMCSAComcast Corp | AddedHistory | 21,68514,129 | +7,556+53.5% | $1.02M$712.0K | +$354.0K | 0.3%0.2% | +0.06 |
| TSLATesla, Inc. | AddedHistory | 942806 | +136+16.9% | $1.01M$851.0K | +$146.5K | 0.3%0.2% | +0.02 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | Added– | 8,0447,783 | +261+3.4% | $997.0K$1.04M | +$32.3K | 0.3%0.3% | −0.04 |
| ABBVAbbVie Inc. | AddedHistory | 6,0872,760 | +3,327+120.5% | $987.0K$374.0K | +$539.5K | 0.3%0.1% | +0.15 |
| Victory Portfolios II92647N782 | Added– | 13,30911,041 | +2,268+20.5% | $986.0K$858.0K | +$168.0K | 0.3%0.2% | +0.01 |
| MRSHMarsh & McLennan Companies, Inc. | AddedHistory | 5,7822,935 | +2,847+97.0% | $986.0K$511.0K | +$485.5K | 0.3%0.1% | +0.11 |
| PGProcter & Gamble Co | AddedHistory | 6,3836,028 | +355+5.9% | $975.0K$986.0K | +$54.2K | 0.2%0.3% | −0.03 |
| CVXChevron Corp | AddedHistory | 5,9894,498 | +1,491+33.1% | $974.0K$528.0K | +$242.5K | 0.2%0.1% | +0.10 |
| LLYEli Lilly & Co | AddedHistory | 3,3852,411 | +974+40.4% | $970.0K$667.0K | +$279.1K | 0.2%0.2% | +0.06 |
| MDTMedtronic plc | AddedHistory | 8,6616,403 | +2,258+35.3% | $961.0K$662.0K | +$250.5K | 0.2%0.2% | +0.06 |
| POOLPool Corp | AddedHistory | 2,1981,119 | +1,079+96.4% | $930.0K$634.0K | +$456.5K | 0.2%0.2% | +0.06 |
| CRLCharles River Laboratories International, Inc. | AddedHistory | 3,2731,652 | +1,621+98.1% | $930.0K$623.0K | +$460.6K | 0.2%0.2% | +0.06 |
| WRBBerkley W R Corp | AddedHistory | 13,8014,288 | +9,513+221.9% | $919.0K$353.0K | +$633.5K | 0.2%0.1% | +0.13 |
| Vanguard Emerging Markets Government Bond ETF921946885 | Reduced– | 13,13814,247 | −1,109−7.8% | $918.0K$1.11M | −$77.5K | 0.2%0.3% | −0.08 |
| iShares Core S&P Mid-Cap ETF464287507 | Added– | 3,4022,471 | +931+37.7% | $913.0K$699.0K | +$249.9K | 0.2%0.2% | +0.04 |
| Northern LTS FD Tr IV66538H641 | Added– | 27,076490 | +26,586+5,425.7% | $899.0K$17.0K | +$882.7K | 0.2%<0.1% | +0.22 |
| TFCTruist Financial Corp | AddedHistory | 15,78012,472 | +3,308+26.5% | $895.0K$731.0K | +$187.6K | 0.2%0.2% | +0.02 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | Added– | 16,1137,612 | +8,501+111.7% | $887.0K$455.0K | +$468.0K | 0.2%0.1% | +0.10 |
| UPSUnited Parcel Service Inc | AddedHistory | 4,0723,536 | +536+15.2% | $873.0K$758.0K | +$114.9K | 0.2%0.2% | +0.01 |
| XOMExxonMobil Holdings Corp | AddedHistory | 10,4189,653 | +765+7.9% | $861.0K$590.0K | +$63.2K | 0.2%0.2% | +0.05 |
| CSCOCisco Systems, Inc. | ReducedHistory | 15,10315,147 | −44−0.3% | $843.0K$959.0K | −$2.46K | 0.2%0.3% | −0.05 |
| CDWCDW Corp | AddedHistory | 4,6962,152 | +2,544+118.2% | $840.0K$441.0K | +$455.1K | 0.2%0.1% | +0.09 |
| NOCNorthrop Grumman Corp | AddedHistory | 1,8671,340 | +527+39.3% | $836.0K$519.0K | +$236.0K | 0.2%0.1% | +0.07 |
| Vanguard Intermediate-Term Bond ETF921937819 | Reduced– | 10,15711,436 | −1,279−11.2% | $832.0K$1.00M | −$104.8K | 0.2%0.3% | −0.07 |
| MCDMcDonalds Corp | AddedHistory | 3,3552,737 | +618+22.6% | $830.0K$733.0K | +$152.9K | 0.2%0.2% | +0.01 |
| SOSouthern Co | AddedHistory | 11,27210,621 | +651+6.1% | $817.0K$728.0K | +$47.2K | 0.2%0.2% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | Added– | 7,5716,313 | +1,258+19.9% | $817.0K$724.0K | +$135.8K | 0.2%0.2% | 0.00 |
| TERTeradyne, Inc | AddedHistory | 6,9053,109 | +3,796+122.1% | $817.0K$509.0K | +$449.1K | 0.2%0.1% | +0.06 |
| iShares Tr464288661 | Reduced– | 6,6887,497 | −809−10.8% | $816.0K$965.0K | −$98.7K | 0.2%0.3% | −0.06 |
| LPLALPL Financial Holdings Inc. | AddedHistory | 4,4492,148 | +2,301+107.1% | $813.0K$344.0K | +$420.5K | 0.2%0.1% | +0.11 |
| ABTAbbott Laboratories | AddedHistory | 6,8675,128 | +1,739+33.9% | $812.0K$722.0K | +$205.6K | 0.2%0.2% | 0.00 |
| SITESiteOne Landscape Supply, Inc. | AddedHistory | 4,8672,224 | +2,643+118.8% | $787.0K$539.0K | +$427.4K | 0.2%0.2% | +0.05 |
| Vanguard High Dividend Yield Index ETF921946406 | Reduced– | 6,9987,158 | −160−2.2% | $786.0K$802.0K | −$18.0K | 0.2%0.2% | −0.03 |
| COOCooper Companies, Inc. | AddedHistory | 1,877870 | +1,007+115.7% | $784.0K$365.0K | +$420.6K | 0.2%0.1% | +0.10 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.