EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2022 to Q2 2022
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 254
- Est. +$14.0M
- Added
- 664
- Est. +$51.9M
- Reduced
- 392
- Est. −$17.4M
- Sold out
- 223
- Est. −$3.27M
Portfolio value went from $394.3M to $387.9M (−$6.34M (−1.6%)); positions from 1,717 to 1,748 (+31).
All Q2 2022 holdingsAll Q1 2022 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2022 and the gray one below is Q1 2022. For stocks that split between the two quarters, Q1 2022 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 Scottsdale FDS92206C409 | Added– | 251,433169,875 | +81,558+48.0% | $19.2M$13.3M | +$6.22M | 4.9%3.4% | +1.58 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 364,997339,284 | +25,713+7.6% | $14.9M$16.3M | +$1.05M | 3.8%4.1% | −0.29 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 526,275526,275 | 00.0% | $13.2M$14.7M | $0 | 3.4%3.7% | −0.32 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 67,43566,178 | +1,257+1.9% | $12.7M$15.1M | +$237.1K | 3.3%3.8% | −0.54 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 34,79736,566 | −1,769−4.8% | $12.1M$15.2M | −$613.6K | 3.1%3.9% | −0.74 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 78,73177,587 | +1,144+1.5% | $11.3M$12.6M | +$164.1K | 2.9%3.2% | −0.28 |
| AAPLApple Inc. | AddedHistory | 80,65174,619 | +6,032+8.1% | $11.0M$13.0M | +$824.7K | 2.8%3.3% | −0.46 |
| MSFTMicrosoft Corp | AddedHistory | 30,69827,653 | +3,045+11.0% | $7.88M$8.53M | +$782.0K | 2.0%2.2% | −0.13 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 262,226228,542 | +33,684+14.7% | $6.11M$6.30M | +$784.9K | 1.6%1.6% | −0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 113,178123,843 | −10,665−8.6% | $5.41M$6.21M | −$509.9K | 1.4%1.6% | −0.18 |
| Goldman Sachs ETF Tr381430107 | Reduced– | 176,789182,712 | −5,923−3.2% | $4.91M$5.98M | −$164.5K | 1.3%1.5% | −0.25 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 114,279103,604 | +10,675+10.3% | $4.76M$4.78M | +$444.6K | 1.2%1.2% | +0.01 |
| Vanguard Scottsdale FDS92206C706 | Added– | 76,20974,798 | +1,411+1.9% | $4.66M$4.71M | +$86.3K | 1.2%1.2% | +0.01 |
| Schwab US Dividend Equity ETF808524797 | Added– | 63,32345,317 | +18,006+39.7% | $4.54M$3.58M | +$1.29M | 1.2%0.9% | +0.26 |
| Vanguard World FD921910840 | Reduced– | 44,11854,620 | −10,502−19.2% | $4.24M$5.86M | −$1.01M | 1.1%1.5% | −0.39 |
| NSPInsperity, Inc. | AddedHistory | 40,8205,188 | +35,632+686.8% | $4.08M$521.0K | +$3.56M | 1.1%0.1% | +0.92 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 30,96932,574 | −1,605−4.9% | $4.01M$4.88M | −$207.9K | 1.0%1.2% | −0.20 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 17,01913,619 | +3,400+25.0% | $3.79M$3.92M | +$758.0K | 1.0%1.0% | −0.02 |
| Dimensional ETF Trust25434V724 | New– | 117,9270 | +117,927 | $3.73M$0 | +$3.73M | 1.0%0.0% | +0.96 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 20,81619,522 | +1,294+6.6% | $3.67M$4.15M | +$227.8K | 0.9%1.1% | −0.11 |
| Vanguard World FD921910816 | Reduced– | 19,84420,286 | −442−2.2% | $3.61M$4.78M | −$80.3K | 0.9%1.2% | −0.28 |
| Dimensional ETF Trust25434V401 | Added– | 82,57082,434 | +136+0.2% | $3.37M$4.04M | +$5.54K | 0.9%1.0% | −0.16 |
| AMZNAmazon Com Inc | AddedConverted for a 20-for-1 splitHistory | 31,19327,880 | +3,313+11.9% | $3.31M$4.54M | +$351.9K | 0.9%1.2% | −0.30 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 40,14043,389 | −3,249−7.5% | $3.21M$3.73M | −$260.0K | 0.8%0.9% | −0.12 |
| SPDR Series Trust78464A763 | Added– | 26,84221,274 | +5,568+26.2% | $3.19M$2.73M | +$660.9K | 0.8%0.7% | +0.13 |
| Vanguard Morningstar Value ETF922908744 | Added– | 24,11118,578 | +5,533+29.8% | $3.18M$2.75M | +$729.7K | 0.8%0.7% | +0.12 |
| American Centy ETF Tr025072885 | Added– | 46,71946,244 | +475+1.0% | $3.04M$3.56M | +$30.9K | 0.8%0.9% | −0.12 |
| Dimensional ETF Trust25434V807 | Added– | 97,68597,383 | +302+0.3% | $2.82M$3.26M | +$8.72K | 0.7%0.8% | −0.10 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 18,33418,443 | −109−0.6% | $2.75M$3.24M | −$16.3K | 0.7%0.8% | −0.11 |
| SFBSServisFirst Bancshares, Inc. | ReducedHistory | 34,37834,628 | −250−0.7% | $2.71M$3.30M | −$19.7K | 0.7%0.8% | −0.14 |
| GOOGLAlphabet Inc. | AddedHistory | 1,2161,031 | +185+17.9% | $2.65M$2.87M | +$403.3K | 0.7%0.7% | −0.04 |
| Victory Portfolios II92647N824 | Added– | 37,49227,861 | +9,631+34.6% | $2.48M$2.00M | +$636.6K | 0.6%0.5% | +0.13 |
| iShares Core S&P 500 ETF464287200 | Added– | 6,2475,294 | +953+18.0% | $2.37M$2.40M | +$361.4K | 0.6%0.6% | 0.00 |
| American Centy ETF Tr025072562 | Added– | 51,13949,114 | +2,025+4.1% | $2.19M$2.23M | +$86.8K | 0.6%0.6% | 0.00 |
| iShares Tr464288448 | Added– | 80,49861,361 | +19,137+31.2% | $2.19M$1.95M | +$519.7K | 0.6%0.5% | +0.07 |
| GOOGAlphabet Inc. | AddedHistory | 985774 | +211+27.3% | $2.15M$2.16M | +$461.4K | 0.6%0.5% | +0.01 |
| iShares Tr464288877 | Added– | 48,13940,875 | +7,264+17.8% | $2.09M$2.05M | +$315.2K | 0.5%0.5% | +0.02 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 26,64020,853 | +5,787+27.8% | $2.05M$1.63M | +$444.5K | 0.5%0.4% | +0.12 |
| JPMJPMorgan Chase & Co | AddedHistory | 17,47315,634 | +1,839+11.8% | $1.97M$2.13M | +$207.0K | 0.5%0.5% | −0.03 |
| Janus Detroit STR Tr47103U886 | Reduced– | 39,533144,853 | −105,320−72.7% | $1.92M$7.11M | −$5.12M | 0.5%1.8% | −1.31 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 29,77730,308 | −531−1.8% | $1.86M$2.23M | −$33.2K | 0.5%0.6% | −0.09 |
| iShares Tr46435G425 | Added– | 21,96619,445 | +2,521+13.0% | $1.84M$1.97M | +$211.6K | 0.5%0.5% | −0.02 |
| UNHUnitedHealth Group Inc | AddedHistory | 3,5872,557 | +1,030+40.3% | $1.84M$1.30M | +$528.9K | 0.5%0.3% | +0.14 |
| VVisa Inc. | AddedHistory | 9,1467,669 | +1,477+19.3% | $1.80M$1.70M | +$290.7K | 0.5%0.4% | +0.03 |
| JNJJohnson & Johnson | AddedHistory | 9,7368,100 | +1,636+20.2% | $1.73M$1.44M | +$290.4K | 0.4%0.4% | +0.08 |
| Vanguard Scottsdale FDS92206C102 | Reduced– | 28,78231,993 | −3,211−10.0% | $1.69M$1.90M | −$189.0K | 0.4%0.5% | −0.04 |
| Vanguard Total International Bond ETF92203J407 | Added– | 34,09633,207 | +889+2.7% | $1.69M$1.74M | +$44.0K | 0.4%0.4% | −0.01 |
| Dimensional U.S. Targeted Value ETF25434V609 | Reduced– | 41,76743,416 | −1,649−3.8% | $1.68M$2.02M | −$66.3K | 0.4%0.5% | −0.08 |
| HDHome Depot, Inc. | ReducedHistory | 5,8955,903 | −8−0.1% | $1.62M$1.77M | −$2.19K | 0.4%0.4% | −0.03 |
| Schwab Intermediate-Term US Treasury ETF808524854 | Reduced– | 30,70337,491 | −6,788−18.1% | $1.58M$2.00M | −$350.2K | 0.4%0.5% | −0.10 |
| Northern LTS FD Tr IV66538H534 | Added– | 53,38849,890 | +3,498+7.0% | $1.55M$1.79M | +$101.9K | 0.4%0.5% | −0.05 |
| American Centy ETF Tr025072687 | Added– | 32,76530,755 | +2,010+6.5% | $1.53M$1.46M | +$94.0K | 0.4%0.4% | +0.02 |
| American Centy ETF Tr025072703 | Added– | 29,20528,796 | +409+1.4% | $1.49M$1.74M | +$20.8K | 0.4%0.4% | −0.06 |
| Vanguard Total World Stock ETF922042742 | Added– | 17,34816,869 | +479+2.8% | $1.48M$1.71M | +$40.9K | 0.4%0.4% | −0.05 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | Added– | 68,16648,929 | +19,237+39.3% | $1.46M$1.22M | +$412.3K | 0.4%0.3% | +0.07 |
| American Centy ETF Tr025072877 | Added– | 19,4799,102 | +10,377+114.0% | $1.33M$726.0K | +$709.6K | 0.3%0.2% | +0.16 |
| LLYEli Lilly & Co | AddedHistory | 3,7393,385 | +354+10.5% | $1.21M$970.0K | +$114.7K | 0.3%0.2% | +0.07 |
| KOCoca Cola Co | AddedHistory | 18,38716,619 | +1,768+10.6% | $1.16M$1.03M | +$111.2K | 0.3%0.3% | +0.04 |
| CVXChevron Corp | AddedHistory | 7,8755,989 | +1,886+31.5% | $1.14M$974.0K | +$273.3K | 0.3%0.2% | +0.05 |
| American Centy ETF Tr025072802 | Added– | 21,51118,816 | +2,695+14.3% | $1.14M$1.18M | +$142.2K | 0.3%0.3% | −0.01 |
| Vanguard Star FDS921909768 | Added– | 21,88912,906 | +8,983+69.6% | $1.13M$771.0K | +$463.7K | 0.3%0.2% | +0.10 |
| METAMeta Platforms, Inc. | AddedHistory | 6,9695,680 | +1,289+22.7% | $1.12M$1.26M | +$207.9K | 0.3%0.3% | −0.03 |
| Vanguard Whitehall FDS921946794 | Added– | 19,06318,816 | +247+1.3% | $1.12M$1.27M | +$14.5K | 0.3%0.3% | −0.03 |
| Victory Portfolios II92647N782 | Added– | 17,44913,309 | +4,140+31.1% | $1.12M$986.0K | +$266.0K | 0.3%0.3% | +0.04 |
| Timothy Plan887432276 | Added– | 45,63919,316 | +26,323+136.3% | $1.12M$528.0K | +$646.0K | 0.3%0.1% | +0.15 |
| American Centy ETF Tr025072604 | Added– | 21,48611,811 | +9,675+81.9% | $1.12M$700.0K | +$503.4K | 0.3%0.2% | +0.11 |
| MRSHMarsh & McLennan Companies, Inc. | AddedHistory | 7,1625,782 | +1,380+23.9% | $1.11M$986.0K | +$214.5K | 0.3%0.3% | +0.04 |
| AVGOBroadcom Inc. | AddedHistory | 2,2751,986 | +289+14.6% | $1.10M$1.25M | +$140.4K | 0.3%0.3% | −0.03 |
| iShares Tr46434V613 | Added– | 22,54314,444 | +8,099+56.1% | $1.06M$717.0K | +$379.4K | 0.3%0.2% | +0.09 |
| PGProcter & Gamble Co | AddedHistory | 7,3056,383 | +922+14.4% | $1.05M$975.0K | +$132.7K | 0.3%0.2% | +0.02 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | Added– | 5,9045,874 | +30+0.5% | $1.03M$1.31M | +$5.26K | 0.3%0.3% | −0.07 |
| CMCSAComcast Corp | AddedHistory | 26,34521,685 | +4,660+21.5% | $1.03M$1.02M | +$182.7K | 0.3%0.3% | +0.01 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 2,5972,585 | +12+0.5% | $980.0K$1.17M | +$4.53K | 0.3%0.3% | −0.04 |
| XOMExxonMobil Holdings Corp | AddedHistory | 11,42610,418 | +1,008+9.7% | $978.0K$861.0K | +$86.3K | 0.3%0.2% | +0.03 |
| Dimensional U.S. Small Cap ETF25434V500 | Reduced– | 20,21921,813 | −1,594−7.3% | $971.0K$1.22M | −$76.6K | 0.3%0.3% | −0.06 |
| WRBBerkley W R Corp | AddedHistory | 13,99413,801 | +193+1.4% | $955.0K$919.0K | +$13.2K | 0.2%0.2% | +0.01 |
| TSLATesla, Inc. | AddedHistory | 1,415942 | +473+50.2% | $953.0K$1.01M | +$318.6K | 0.2%0.3% | −0.01 |
| USBUS Bancorp DE | ReducedHistory | 20,10220,816 | −714−3.4% | $926.0K$1.11M | −$32.9K | 0.2%0.3% | −0.04 |
| UNPUnion Pacific Corp | ReducedHistory | 4,2324,692 | −460−9.8% | $902.0K$1.28M | −$98.0K | 0.2%0.3% | −0.09 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | Added– | 8,4118,044 | +367+4.6% | $868.0K$997.0K | +$37.9K | 0.2%0.3% | −0.03 |
| ABBVAbbVie Inc. | ReducedHistory | 5,6656,087 | −422−6.9% | $868.0K$987.0K | −$64.7K | 0.2%0.3% | −0.03 |
| CBChubb Ltd | AddedHistory | 4,3643,565 | +799+22.4% | $858.0K$763.0K | +$157.1K | 0.2%0.2% | +0.03 |
| LINLinde PLC | AddedHistory | 2,9102,335 | +575+24.6% | $836.0K$746.0K | +$165.2K | 0.2%0.2% | +0.03 |
| SOSouthern Co | AddedHistory | 11,70611,272 | +434+3.9% | $835.0K$817.0K | +$31.0K | 0.2%0.2% | +0.01 |
| TFCTruist Financial Corp | AddedHistory | 17,49815,780 | +1,718+10.9% | $830.0K$895.0K | +$81.5K | 0.2%0.2% | −0.01 |
| iShares Tr464288158 | Added– | 7,9035,959 | +1,944+32.6% | $827.0K$623.0K | +$203.4K | 0.2%0.2% | +0.06 |
| TXNTexas Instruments Inc | ReducedHistory | 5,3546,188 | −834−13.5% | $822.0K$1.14M | −$128.0K | 0.2%0.3% | −0.08 |
| UPSUnited Parcel Service Inc | AddedHistory | 4,4994,072 | +427+10.5% | $822.0K$873.0K | +$78.0K | 0.2%0.2% | −0.01 |
| LPLALPL Financial Holdings Inc. | UnchangedHistory | 4,4494,449 | 00.0% | $821.0K$813.0K | $0 | 0.2%0.2% | +0.01 |
| MCDMcDonalds Corp | ReducedHistory | 3,2753,355 | −80−2.4% | $808.0K$830.0K | −$19.7K | 0.2%0.2% | 0.00 |
| EOGEOG Resources Inc | AddedHistory | 7,2285,690 | +1,538+27.0% | $798.0K$679.0K | +$169.8K | 0.2%0.2% | +0.03 |
| MDTMedtronic plc | AddedHistory | 8,7058,661 | +44+0.5% | $782.0K$961.0K | +$3.95K | 0.2%0.2% | −0.04 |
| ABTAbbott Laboratories | AddedHistory | 7,1786,867 | +311+4.5% | $780.0K$812.0K | +$33.8K | 0.2%0.2% | 0.00 |
| Northern LTS FD Tr IV66538H641 | Added– | 27,18127,076 | +105+0.4% | $776.0K$899.0K | +$3.00K | 0.2%0.2% | −0.03 |
| POOLPool Corp | ReducedHistory | 2,1872,198 | −11−0.5% | $768.0K$930.0K | −$3.86K | 0.2%0.2% | −0.04 |
| iShares Core S&P Mid-Cap ETF464287507 | Reduced– | 3,3693,402 | −33−1.0% | $762.0K$913.0K | −$7.46K | 0.2%0.2% | −0.04 |
| Vanguard Emerging Markets Government Bond ETF921946885 | Reduced– | 12,39813,138 | −740−5.6% | $760.0K$918.0K | −$45.4K | 0.2%0.2% | −0.04 |
| ZBRAZebra Technologies Corp | ReducedHistory | 2,4922,558 | −66−2.6% | $733.0K$1.06M | −$19.4K | 0.2%0.3% | −0.08 |
| LMTLockheed Martin Corp | AddedHistory | 1,6911,589 | +102+6.4% | $727.0K$702.0K | +$43.9K | 0.2%0.2% | +0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 7,1336,998 | +135+1.9% | $725.0K$786.0K | +$13.7K | 0.2%0.2% | −0.01 |
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.