EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q2 2022 to Q3 2022
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 470
- Est. +$15.5M
- Added
- 719
- Est. +$83.8M
- Reduced
- 526
- Est. −$21.9M
- Sold out
- 180
- Est. −$3.77M
Portfolio value went from $387.9M to $436.8M (+$48.9M (+12.6%)); positions from 1,748 to 2,038 (+290).
All Q3 2022 holdingsAll Q2 2022 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2022 and the gray one below is Q2 2022. For stocks that split between the two quarters, Q2 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 | Reduced– | 236,881251,433 | −14,552−5.8% | $17.6M$19.2M | −$1.08M | 4.0%4.9% | −0.91 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 478,882364,997 | +113,885+31.2% | $17.4M$14.9M | +$4.14M | 4.0%3.8% | +0.15 |
| AAPLApple Inc. | AddedHistory | 98,47680,651 | +17,825+22.1% | $13.6M$11.0M | +$2.46M | 3.1%2.8% | +0.27 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 63,63067,435 | −3,805−5.6% | $11.4M$12.7M | −$682.8K | 2.6%3.3% | −0.66 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 34,59034,797 | −207−0.6% | $11.4M$12.1M | −$68.0K | 2.6%3.1% | −0.51 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 81,50678,731 | +2,775+3.5% | $11.0M$11.3M | +$375.1K | 2.5%2.9% | −0.39 |
| IIIVi3 Verticals, Inc. | ReducedHistory | 496,275526,275 | −30,000−5.7% | $9.94M$13.2M | −$600.9K | 2.3%3.4% | −1.12 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 38,33017,019 | +21,311+125.2% | $8.20M$3.79M | +$4.56M | 1.9%1.0% | +0.90 |
| MSFTMicrosoft Corp | AddedHistory | 33,77730,698 | +3,079+10.0% | $7.87M$7.88M | +$717.1K | 1.8%2.0% | −0.23 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 351,715262,226 | +89,489+34.1% | $7.82M$6.11M | +$1.99M | 1.8%1.6% | +0.22 |
| Vanguard Morningstar Value ETF922908744 | Added– | 59,10024,111 | +34,989+145.1% | $7.30M$3.18M | +$4.32M | 1.7%0.8% | +0.85 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 159,486114,279 | +45,207+39.6% | $5.82M$4.76M | +$1.65M | 1.3%1.2% | +0.11 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 123,476113,178 | +10,298+9.1% | $5.57M$5.41M | +$464.4K | 1.3%1.4% | −0.12 |
| iShares U S ETF Tr46431W507 | New– | 111,1630 | +111,163 | $5.48M$0 | +$5.48M | 1.3%0.0% | +1.25 |
| Goldman Sachs ETF Tr381430107 | Added– | 216,666176,789 | +39,877+22.6% | $5.36M$4.91M | +$986.9K | 1.2%1.3% | −0.04 |
| Vanguard Scottsdale FDS92206C706 | Added– | 82,96176,209 | +6,752+8.9% | $4.84M$4.66M | +$393.7K | 1.1%1.2% | −0.09 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 27,31620,816 | +6,500+31.2% | $4.67M$3.67M | +$1.11M | 1.1%0.9% | +0.12 |
| NSPInsperity, Inc. | UnchangedHistory | 40,82040,820 | 00.0% | $4.17M$4.08M | $0 | 1.0%1.1% | −0.10 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 53,69926,640 | +27,059+101.6% | $4.02M$2.05M | +$2.02M | 0.9%0.5% | +0.39 |
| Vanguard Total International Bond ETF92203J407 | Added– | 82,20734,096 | +48,111+141.1% | $3.92M$1.69M | +$2.30M | 0.9%0.4% | +0.46 |
| Dimensional ETF Trust25434V724 | Added– | 132,175117,927 | +14,248+12.1% | $3.91M$3.73M | +$421.9K | 0.9%1.0% | −0.06 |
| AMZNAmazon Com Inc | AddedHistory | 32,72831,193 | +1,535+4.9% | $3.70M$3.31M | +$173.4K | 0.8%0.9% | −0.01 |
| Vanguard World FD921910840 | Reduced– | 39,96144,118 | −4,157−9.4% | $3.59M$4.24M | −$373.8K | 0.8%1.1% | −0.27 |
| Dimensional ETF Trust25434V401 | Added– | 92,08782,570 | +9,517+11.5% | $3.58M$3.37M | +$369.5K | 0.8%0.9% | −0.05 |
| Schwab US Dividend Equity ETF808524797 | Reduced– | 53,61763,323 | −9,706−15.3% | $3.56M$4.54M | −$644.8K | 0.8%1.2% | −0.35 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 29,21930,969 | −1,750−5.7% | $3.56M$4.01M | −$213.1K | 0.8%1.0% | −0.22 |
| Vanguard World FD921910816 | Reduced– | 18,16019,844 | −1,684−8.5% | $3.17M$3.61M | −$293.5K | 0.7%0.9% | −0.20 |
| SPDR Series Trust78464A763 | Added– | 28,12526,842 | +1,283+4.8% | $3.14M$3.19M | +$143.1K | 0.7%0.8% | −0.10 |
| American Centy ETF Tr025072885 | Added– | 50,12146,719 | +3,402+7.3% | $3.13M$3.04M | +$212.2K | 0.7%0.8% | −0.07 |
| HDHome Depot, Inc. | AddedHistory | 10,4485,895 | +4,553+77.2% | $2.88M$1.62M | +$1.26M | 0.7%0.4% | +0.24 |
| SFBSServisFirst Bancshares, Inc. | UnchangedHistory | 34,37834,378 | 00.0% | $2.75M$2.71M | $0 | 0.6%0.7% | −0.07 |
| JPMJPMorgan Chase & Co | AddedHistory | 26,10517,473 | +8,632+49.4% | $2.73M$1.97M | +$902.1K | 0.6%0.5% | +0.12 |
| GOOGAlphabet Inc. | AddedConverted for a 20-for-1 splitHistory | 28,17519,700 | +8,475+43.0% | $2.71M$2.15M | +$814.6K | 0.6%0.6% | +0.06 |
| Dimensional ETF Trust25434V807 | Added– | 105,03397,685 | +7,348+7.5% | $2.71M$2.82M | +$189.3K | 0.6%0.7% | −0.11 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 34,25340,140 | −5,887−14.7% | $2.59M$3.21M | −$445.5K | 0.6%0.8% | −0.23 |
| iShares Core S&P 500 ETF464287200 | Added– | 7,0566,247 | +809+13.0% | $2.53M$2.37M | +$290.2K | 0.6%0.6% | −0.03 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 16,97618,334 | −1,358−7.4% | $2.44M$2.75M | −$194.8K | 0.6%0.7% | −0.15 |
| GOOGLAlphabet Inc. | AddedConverted for a 20-for-1 splitHistory | 25,35724,320 | +1,037+4.3% | $2.42M$2.65M | +$99.2K | 0.6%0.7% | −0.13 |
| Victory Portfolios II92647N824 | Added– | 39,50137,492 | +2,009+5.4% | $2.35M$2.48M | +$119.3K | 0.5%0.6% | −0.10 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 57,06741,767 | +15,300+36.6% | $2.23M$1.68M | +$596.5K | 0.5%0.4% | +0.08 |
| American Centy ETF Tr025072562 | Added– | 54,70751,139 | +3,568+7.0% | $2.21M$2.19M | +$144.4K | 0.5%0.6% | −0.06 |
| iShares Tr46435G425 | Added– | 24,39821,966 | +2,432+11.1% | $1.94M$1.84M | +$193.1K | 0.4%0.5% | −0.03 |
| UNHUnitedHealth Group Inc | ReducedHistory | 3,5863,587 | −10.0% | $1.81M$1.84M | −$505.3 | 0.4%0.5% | −0.06 |
| JNJJohnson & Johnson | AddedHistory | 10,9349,736 | +1,198+12.3% | $1.79M$1.73M | +$195.7K | 0.4%0.4% | −0.04 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 24,1919,267 | +14,924+161.0% | $1.78M$719.0K | +$1.10M | 0.4%0.2% | +0.22 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 29,64929,777 | −128−0.4% | $1.66M$1.86M | −$7.17K | 0.4%0.5% | −0.10 |
| Vanguard BD Index FDS921937793 | Added– | 22,6558,433 | +14,222+168.6% | $1.63M$672.0K | +$1.02M | 0.4%0.2% | +0.20 |
| iShares Tr464288877 | Reduced– | 41,19248,139 | −6,947−14.4% | $1.59M$2.09M | −$267.6K | 0.4%0.5% | −0.18 |
| Timothy Plan887432276 | Added– | 70,83045,639 | +25,191+55.2% | $1.59M$1.12M | +$564.4K | 0.4%0.3% | +0.07 |
| Janus Detroit STR Tr47103U886 | Reduced– | 32,65039,533 | −6,883−17.4% | $1.58M$1.92M | −$333.7K | 0.4%0.5% | −0.13 |
| American Centy ETF Tr025072687 | Added– | 34,53732,765 | +1,772+5.4% | $1.58M$1.53M | +$80.9K | 0.4%0.4% | −0.03 |
| CVXChevron Corp | AddedHistory | 10,4947,875 | +2,619+33.3% | $1.51M$1.14M | +$376.4K | 0.3%0.3% | +0.05 |
| VVisa Inc. | ReducedHistory | 8,3909,146 | −756−8.3% | $1.49M$1.80M | −$134.3K | 0.3%0.5% | −0.12 |
| iShares Tr464288448 | Reduced– | 65,80980,498 | −14,689−18.2% | $1.48M$2.19M | −$331.0K | 0.3%0.6% | −0.22 |
| Northern LTS FD Tr IV66538H534 | Reduced– | 52,93153,388 | −457−0.9% | $1.47M$1.55M | −$12.7K | 0.3%0.4% | −0.06 |
| American Centy ETF Tr025072703 | Added– | 31,70029,205 | +2,495+8.5% | $1.45M$1.49M | +$113.8K | 0.3%0.4% | −0.05 |
| GSGoldman Sachs Group Inc | AddedHistory | 4,928458 | +4,470+976.0% | $1.44M$136.0K | +$1.31M | 0.3%<0.1% | +0.30 |
| MAMastercard Inc | AddedHistory | 5,0111,492 | +3,519+235.9% | $1.43M$472.0K | +$1.00M | 0.3%0.1% | +0.20 |
| UPSUnited Parcel Service Inc | AddedHistory | 8,7174,499 | +4,218+93.8% | $1.41M$822.0K | +$681.3K | 0.3%0.2% | +0.11 |
| Vanguard Total World Stock ETF922042742 | Added– | 17,51917,348 | +171+1.0% | $1.38M$1.48M | +$13.5K | 0.3%0.4% | −0.07 |
| Vanguard Scottsdale FDS92206C102 | Reduced– | 23,74228,782 | −5,040−17.5% | $1.37M$1.69M | −$291.3K | 0.3%0.4% | −0.12 |
| OXYOccidental Petroleum Corp | AddedHistory | 21,8341,036 | +20,798+2,007.5% | $1.34M$61.0K | +$1.28M | 0.3%<0.1% | +0.29 |
| TMOThermo Fisher Scientific Inc. | AddedHistory | 2,644701 | +1,943+277.2% | $1.34M$380.0K | +$985.5K | 0.3%0.1% | +0.21 |
| EOGEOG Resources Inc | AddedHistory | 11,8917,228 | +4,663+64.5% | $1.33M$798.0K | +$521.6K | 0.3%0.2% | +0.10 |
| TSLATesla, Inc. | AddedConverted for a 3-for-1 splitHistory | 4,9324,245 | +687+16.2% | $1.31M$953.0K | +$182.2K | 0.3%0.2% | +0.05 |
| WMTWalmart Inc. | AddedHistory | 9,9583,807 | +6,151+161.6% | $1.29M$464.0K | +$797.4K | 0.3%0.1% | +0.18 |
| MSMorgan Stanley | AddedHistory | 16,1983,609 | +12,589+348.8% | $1.28M$275.0K | +$994.0K | 0.3%0.1% | +0.22 |
| CVSCVS Health Corp | AddedHistory | 13,0742,902 | +10,172+350.5% | $1.25M$269.0K | +$970.2K | 0.3%0.1% | +0.22 |
| LLYEli Lilly & Co | ReducedHistory | 3,6793,739 | −60−1.6% | $1.19M$1.21M | −$19.4K | 0.3%0.3% | −0.04 |
| AVGOBroadcom Inc. | AddedHistory | 2,6522,275 | +377+16.6% | $1.18M$1.10M | +$167.5K | 0.3%0.3% | −0.02 |
| ADIAnalog Devices Inc | AddedHistory | 8,3462,503 | +5,843+233.4% | $1.16M$366.0K | +$814.2K | 0.3%0.1% | +0.17 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 24,84320,219 | +4,624+22.9% | $1.16M$971.0K | +$215.2K | 0.3%0.3% | +0.01 |
| Timothy Plan887432284 | Added– | 49,17430,379 | +18,795+61.9% | $1.15M$713.0K | +$438.4K | 0.3%0.2% | +0.08 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | Reduced– | 60,46468,166 | −7,702−11.3% | $1.14M$1.46M | −$145.5K | 0.3%0.4% | −0.12 |
| Victory Portfolios II92647N782 | Reduced– | 17,37917,449 | −70−0.4% | $1.11M$1.12M | −$4.49K | 0.3%0.3% | −0.03 |
| COSTCostco Wholesale Corp | AddedHistory | 2,3361,418 | +918+64.7% | $1.10M$680.0K | +$433.8K | 0.3%0.2% | +0.08 |
| iShares Inc46434G764 | Added– | 23,25011,959 | +11,291+94.4% | $1.03M$571.0K | +$500.7K | 0.2%0.1% | +0.09 |
| Dimensional ETF Trust25434V872 | Added– | 25,08613,458 | +11,628+86.4% | $1.03M$587.0K | +$476.0K | 0.2%0.2% | +0.08 |
| American Centy ETF Tr025072802 | Reduced– | 21,15721,511 | −354−1.6% | $1.01M$1.14M | −$16.8K | 0.2%0.3% | −0.06 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | Reduced– | 5,8855,904 | −19−0.3% | $1.00M$1.03M | −$3.24K | 0.2%0.3% | −0.04 |
| METAMeta Platforms, Inc. | AddedHistory | 7,3006,969 | +331+4.7% | $990.0K$1.12M | +$44.9K | 0.2%0.3% | −0.06 |
| COPConocoPhillips | AddedHistory | 9,6135,990 | +3,623+60.5% | $984.0K$537.0K | +$370.9K | 0.2%0.1% | +0.09 |
| PFEPfizer Inc | AddedHistory | 22,0069,945 | +12,061+121.3% | $962.0K$521.0K | +$527.3K | 0.2%0.1% | +0.09 |
| DGXQuest Diagnostics Inc | AddedHistory | 7,689124 | +7,565+6,100.8% | $943.0K$16.0K | +$927.8K | 0.2%<0.1% | +0.21 |
| MRSHMarsh & McLennan Companies, Inc. | ReducedHistory | 6,2557,162 | −907−12.7% | $934.0K$1.11M | −$135.4K | 0.2%0.3% | −0.07 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 22,6893,550 | +19,139+539.1% | $931.0K$153.0K | +$785.3K | 0.2%<0.1% | +0.17 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 2,5982,597 | +10.0% | $928.0K$980.0K | +$357.2 | 0.2%0.3% | −0.04 |
| LPLALPL Financial Holdings Inc. | ReducedHistory | 4,2534,449 | −196−4.4% | $928.0K$821.0K | −$42.8K | 0.2%0.2% | 0.00 |
| Vanguard Whitehall FDS921946794 | Reduced– | 17,71819,063 | −1,345−7.1% | $922.0K$1.12M | −$70.0K | 0.2%0.3% | −0.08 |
| NEENextera Energy Inc | AddedHistory | 11,5967,344 | +4,252+57.9% | $909.0K$569.0K | +$333.3K | 0.2%0.1% | +0.06 |
| iShares Tr464288158 | Added– | 8,7777,903 | +874+11.1% | $901.0K$827.0K | +$89.7K | 0.2%0.2% | −0.01 |
| Northern LTS FD Tr IV66538H641 | Added– | 32,90327,181 | +5,722+21.1% | $901.0K$776.0K | +$156.7K | 0.2%0.2% | +0.01 |
| CRMSalesforce, Inc. | AddedHistory | 6,1642,401 | +3,763+156.7% | $886.0K$396.0K | +$540.9K | 0.2%0.1% | +0.10 |
| XOMExxonMobil Holdings Corp | ReducedHistory | 10,12111,426 | −1,305−11.4% | $885.0K$978.0K | −$114.1K | 0.2%0.3% | −0.05 |
| SOSouthern Co | AddedHistory | 12,99211,706 | +1,286+11.0% | $884.0K$835.0K | +$87.5K | 0.2%0.2% | −0.01 |
| RSGRepublic Services, Inc. | AddedHistory | 6,4742,088 | +4,386+210.1% | $880.0K$273.0K | +$596.2K | 0.2%0.1% | +0.13 |
| KOCoca Cola Co | ReducedHistory | 15,68518,387 | −2,702−14.7% | $878.0K$1.16M | −$151.2K | 0.2%0.3% | −0.10 |
| Vanguard Star FDS921909768 | Reduced– | 19,16821,889 | −2,721−12.4% | $878.0K$1.13M | −$124.6K | 0.2%0.3% | −0.09 |
| LOWLowes Companies Inc | AddedHistory | 4,6712,325 | +2,346+100.9% | $878.0K$407.0K | +$441.0K | 0.2%0.1% | +0.10 |
| NVDANVIDIA Corp | AddedHistory | 7,0353,220 | +3,815+118.5% | $854.0K$489.0K | +$463.1K | 0.2%0.1% | +0.07 |
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.