EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q4 2022 to Q1 2023
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 308
- Est. +$34.1M
- Added
- 805
- Est. +$108.6M
- Reduced
- 744
- Est. −$29.1M
- Sold out
- 234
- Est. −$1.40M
Portfolio value went from $660.4M to $803.3M (+$142.9M (+21.6%)); positions from 2,302 to 2,376 (+74).
All Q1 2023 holdingsAll Q4 2022 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2023 and the gray one below is Q4 2022. For stocks that split between the two quarters, Q4 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 Ftse Developed Markets ETF921943858 | Added– | 678,112628,235 | +49,877+7.9% | $30.6M$26.4M | +$2.25M | 3.8%4.0% | −0.18 |
| AAPLApple Inc. | AddedHistory | 136,612116,912 | +19,700+16.9% | $22.5M$15.2M | +$3.25M | 2.8%2.3% | +0.50 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 89,47481,375 | +8,099+10.0% | $22.3M$17.3M | +$2.02M | 2.8%2.6% | +0.15 |
| Vanguard Morningstar Value ETF922908744 | Added– | 144,741130,162 | +14,579+11.2% | $20.0M$18.3M | +$2.01M | 2.5%2.8% | −0.28 |
| Vanguard Scottsdale FDS92206C409 | Added– | 253,276244,093 | +9,183+3.8% | $19.3M$18.4M | +$700.0K | 2.4%2.8% | −0.38 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 122,907118,381 | +4,526+3.8% | $18.9M$18.0M | +$697.1K | 2.4%2.7% | −0.37 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 74,07973,759 | +320+0.4% | $15.1M$14.1M | +$65.3K | 1.9%2.1% | −0.25 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 158,0467,831 | +150,215+1,918.2% | $14.5M$716.3K | +$13.8M | 1.8%0.1% | +1.70 |
| Vanguard S&P 500 ETF922908363 | Added– | 36,57035,287 | +1,283+3.6% | $13.8M$12.4M | +$482.5K | 1.7%1.9% | −0.17 |
| Vanguard Health Care ETF92204A504 | Added– | 57,55850,663 | +6,895+13.6% | $13.7M$12.6M | +$1.64M | 1.7%1.9% | −0.19 |
| IAUiShares Gold Trust | AddedHistory | 318,711274,018 | +44,693+16.3% | $11.9M$9.48M | +$1.67M | 1.5%1.4% | +0.05 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 411,818375,742 | +36,076+9.6% | $10.5M$9.12M | +$919.2K | 1.3%1.4% | −0.08 |
| MSFTMicrosoft Corp | AddedHistory | 35,05232,952 | +2,100+6.4% | $10.1M$7.90M | +$605.4K | 1.3%1.2% | +0.06 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 239,976216,919 | +23,057+10.6% | $9.70M$8.46M | +$931.5K | 1.2%1.3% | −0.07 |
| PGRProgressive Corp | AddedHistory | 67,29362,948 | +4,345+6.9% | $9.63M$8.16M | +$621.6K | 1.2%1.2% | −0.04 |
| Ea Series Trust02072L532 | New– | 494,0460 | +494,046 | $8.66M$0 | +$8.66M | 1.1%0.0% | +1.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 44,37141,693 | +2,678+6.4% | $8.41M$7.65M | +$507.6K | 1.0%1.2% | −0.11 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 104,15390,669 | +13,484+14.9% | $7.97M$6.83M | +$1.03M | 1.0%1.0% | −0.04 |
| GOOGLAlphabet Inc. | AddedHistory | 75,63067,606 | +8,024+11.9% | $7.85M$5.96M | +$832.3K | 1.0%0.9% | +0.07 |
| Vanguard Total International Bond ETF92203J407 | Added– | 159,456127,471 | +31,985+25.1% | $7.80M$6.05M | +$1.56M | 1.0%0.9% | +0.06 |
| iShares MSCI Eafe ETF464287465 | Added– | 106,47826,014 | +80,464+309.3% | $7.62M$1.71M | +$5.75M | 0.9%0.3% | +0.69 |
| GLDSPDR Gold Trust | AddedHistory | 40,9242,588 | +38,336+1,481.3% | $7.50M$439.0K | +$7.02M | 0.9%0.1% | +0.87 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 159,760142,986 | +16,774+11.7% | $7.44M$6.51M | +$780.8K | 0.9%1.0% | −0.06 |
| DGDollar General Corp | AddedHistory | 35,09229,147 | +5,945+20.4% | $7.39M$7.18M | +$1.25M | 0.9%1.1% | −0.17 |
| IIIVi3 Verticals, Inc. | ReducedHistory | 298,235496,275 | −198,040−39.9% | $7.32M$12.1M | −$4.86M | 0.9%1.8% | −0.92 |
| Goldman Sachs ETF Tr381430107 | Added– | 236,369223,684 | +12,685+5.7% | $7.28M$6.44M | +$390.8K | 0.9%1.0% | −0.07 |
| AZOAutoZone Inc | AddedHistory | 2,6682,438 | +230+9.4% | $6.56M$6.01M | +$565.4K | 0.8%0.9% | −0.09 |
| CVXChevron Corp | AddedHistory | 38,54537,154 | +1,391+3.7% | $6.29M$6.67M | +$227.0K | 0.8%1.0% | −0.23 |
| GPKGraphic Packaging Holding Co | AddedHistory | 243,017190,602 | +52,415+27.5% | $6.19M$4.24M | +$1.34M | 0.8%0.6% | +0.13 |
| State Street Energy Select Sector SPDR ETF81369Y506 | Added– | 72,73015,153 | +57,577+380.0% | $6.02M$1.33M | +$4.77M | 0.7%0.2% | +0.55 |
| iShares Tr464287457 | New– | 69,5430 | +69,543 | $5.71M$0 | +$5.71M | 0.7%0.0% | +0.71 |
| PXDPioneer Natural Resources Co | AddedHistory | 27,64220,933 | +6,709+32.0% | $5.65M$4.78M | +$1.37M | 0.7%0.7% | −0.02 |
| KKRKKR & Co. Inc. | AddedHistory | 101,558100,568 | +990+1.0% | $5.33M$4.67M | +$52.0K | 0.7%0.7% | −0.04 |
| AMGNAmgen Inc | AddedHistory | 21,97020,748 | +1,222+5.9% | $5.31M$5.45M | +$295.4K | 0.7%0.8% | −0.16 |
| JBHTHunt J B Transport Services Inc | AddedHistory | 30,11320,316 | +9,797+48.2% | $5.28M$3.54M | +$1.72M | 0.7%0.5% | +0.12 |
| AMZNAmazon Com Inc | AddedHistory | 50,57739,795 | +10,782+27.1% | $5.22M$3.34M | +$1.11M | 0.7%0.5% | +0.14 |
| HDHome Depot, Inc. | AddedHistory | 17,51217,262 | +250+1.4% | $5.17M$5.45M | +$73.8K | 0.6%0.8% | −0.18 |
| AMATApplied Materials Inc | AddedHistory | 37,75237,476 | +276+0.7% | $4.64M$3.65M | +$33.9K | 0.6%0.6% | +0.02 |
| BXBlackstone Inc. | AddedHistory | 52,53749,828 | +2,709+5.4% | $4.61M$3.70M | +$238.0K | 0.6%0.6% | +0.01 |
| AVGOBroadcom Inc. | AddedHistory | 6,9976,732 | +265+3.9% | $4.49M$3.76M | +$170.0K | 0.6%0.6% | −0.01 |
| LKQLKQ Corp | AddedHistory | 78,48966,719 | +11,770+17.6% | $4.46M$3.56M | +$668.1K | 0.6%0.5% | +0.01 |
| GOOGAlphabet Inc. | AddedHistory | 42,23638,499 | +3,737+9.7% | $4.39M$3.42M | +$388.6K | 0.5%0.5% | +0.03 |
| DHIHorton D R Inc | AddedHistory | 44,25740,651 | +3,606+8.9% | $4.32M$3.62M | +$352.3K | 0.5%0.5% | −0.01 |
| iShares Tips Bond ETF464287176 | Added– | 38,612965 | +37,647+3,901.2% | $4.26M$102.7K | +$4.15M | 0.5%<0.1% | +0.51 |
| BERYBerry Global Group, Inc. | AddedHistory | 72,20059,833 | +12,367+20.7% | $4.25M$3.62M | +$728.4K | 0.5%0.5% | −0.02 |
| Dimensional ETF Trust25434V724 | Reduced– | 126,805132,175 | −5,370−4.1% | $4.25M$4.43M | −$179.8K | 0.5%0.7% | −0.14 |
| PFNPIMCO Income Strategy Fund II | NewHistory | 579,5110 | +579,511 | $4.16M$0 | +$4.16M | 0.5%0.0% | +0.52 |
| Schwab US Dividend Equity ETF808524797 | Added– | 56,24952,356 | +3,893+7.4% | $4.12M$3.95M | +$284.8K | 0.5%0.6% | −0.09 |
| AMHAmerican Homes 4 Rent | AddedHistory | 130,32976,670 | +53,659+70.0% | $4.10M$2.31M | +$1.69M | 0.5%0.3% | +0.16 |
| Dimensional ETF Trust25434V401 | Unchanged– | 91,42191,421 | 00.0% | $4.06M$3.80M | $0 | 0.5%0.6% | −0.07 |
| Vanguard World FD921910840 | Reduced– | 40,04940,168 | −119−0.3% | $4.05M$4.13M | −$12.0K | 0.5%0.6% | −0.12 |
| Vanguard Scottsdale FDS92206C706 | Added– | 65,62565,308 | +317+0.5% | $3.93M$3.82M | +$19.0K | 0.5%0.6% | −0.09 |
| Vanguard World FD921910816 | Added– | 18,75218,128 | +624+3.4% | $3.84M$3.12M | +$127.6K | 0.5%0.5% | +0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 28,13428,420 | −286−1.0% | $3.77M$3.84M | −$38.3K | 0.5%0.6% | −0.11 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 47,66938,859 | +8,810+22.7% | $3.66M$2.89M | +$676.1K | 0.5%0.4% | +0.02 |
| CCKCrown Holdings, Inc. | AddedHistory | 44,06136,002 | +8,059+22.4% | $3.64M$2.96M | +$666.6K | 0.5%0.4% | +0.01 |
| COPConocoPhillips | AddedHistory | 36,66735,892 | +775+2.2% | $3.64M$4.24M | +$76.9K | 0.5%0.6% | −0.19 |
| American Centy ETF Tr025072885 | Added– | 51,20750,884 | +323+0.6% | $3.63M$3.46M | +$22.9K | 0.5%0.5% | −0.07 |
| SPDR Series Trust78464A763 | Added– | 29,30027,867 | +1,433+5.1% | $3.62M$3.49M | +$177.3K | 0.5%0.5% | −0.08 |
| Vanguard BD Index FDS921937793 | Added– | 45,60436,066 | +9,538+26.4% | $3.50M$2.61M | +$731.0K | 0.4%0.4% | +0.04 |
| MRKMerck & Co., Inc. | AddedHistory | 32,67932,090 | +589+1.8% | $3.48M$3.56M | +$62.7K | 0.4%0.5% | −0.11 |
| Dimensional ETF Trust25434V807 | Reduced– | 104,871105,057 | −186−0.2% | $3.38M$3.19M | −$5.99K | 0.4%0.5% | −0.06 |
| iShares Tr464288448 | Reduced– | 122,294123,937 | −1,643−1.3% | $3.36M$3.37M | −$45.2K | 0.4%0.5% | −0.09 |
| JPMJPMorgan Chase & Co | ReducedHistory | 25,16726,584 | −1,417−5.3% | $3.28M$3.56M | −$184.7K | 0.4%0.5% | −0.13 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 69,10054,680 | +14,420+26.4% | $3.24M$2.53M | +$677.0K | 0.4%0.4% | +0.02 |
| TSLATesla, Inc. | AddedHistory | 15,1076,333 | +8,774+138.5% | $3.13M$780.1K | +$1.82M | 0.4%0.1% | +0.27 |
| iShares Inc46434G848 | New– | 73,3040 | +73,304 | $3.13M$0 | +$3.13M | 0.4%0.0% | +0.39 |
| iShares Tr46429B655 | New– | 60,9390 | +60,939 | $3.07M$0 | +$3.07M | 0.4%0.0% | +0.38 |
| GSGoldman Sachs Group Inc | AddedHistory | 9,1448,793 | +351+4.0% | $2.99M$3.02M | +$114.8K | 0.4%0.5% | −0.08 |
| Vanguard Total World Stock ETF922042742 | Added– | 31,30128,191 | +3,110+11.0% | $2.88M$2.43M | +$286.4K | 0.4%0.4% | −0.01 |
| FDXFedEx Corp | AddedHistory | 12,42410,655 | +1,769+16.6% | $2.84M$1.85M | +$404.2K | 0.4%0.3% | +0.07 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 6,8947,522 | −628−8.3% | $2.83M$2.89M | −$258.2K | 0.4%0.4% | −0.08 |
| METAMeta Platforms, Inc. | AddedHistory | 13,21811,631 | +1,587+13.6% | $2.80M$1.40M | +$336.3K | 0.3%0.2% | +0.14 |
| Global X FDS37954Y673 | New– | 98,5070 | +98,507 | $2.79M$0 | +$2.79M | 0.3%0.0% | +0.35 |
| NVDANVIDIA Corp | AddedHistory | 10,0245,342 | +4,682+87.6% | $2.78M$780.7K | +$1.30M | 0.3%0.1% | +0.23 |
| Victory Portfolios II92647N824 | Added– | 44,88140,721 | +4,160+10.2% | $2.72M$2.53M | +$252.2K | 0.3%0.4% | −0.04 |
| TGTTarget Corp | ReducedHistory | 16,10116,470 | −369−2.2% | $2.67M$2.45M | −$61.1K | 0.3%0.4% | −0.04 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 6,4305,636 | +794+14.1% | $2.63M$2.16M | +$325.1K | 0.3%0.3% | 0.00 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 32,80134,163 | −1,362−4.0% | $2.63M$2.65M | −$109.3K | 0.3%0.4% | −0.07 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 16,44416,938 | −494−2.9% | $2.61M$2.69M | −$78.4K | 0.3%0.4% | −0.08 |
| BRDGBridge Investment Group Holdings Inc. | AddedHistory | 227,807222,217 | +5,590+2.5% | $2.58M$2.68M | +$63.3K | 0.3%0.4% | −0.08 |
| JNJJohnson & Johnson | ReducedHistory | 16,50818,472 | −1,964−10.6% | $2.56M$3.26M | −$304.4K | 0.3%0.5% | −0.18 |
| SPDR Series Trust78468R549 | New– | 33,8040 | +33,804 | $2.54M$0 | +$2.54M | 0.3%0.0% | +0.32 |
| Dimensional U.S. Targeted Value ETF25434V609 | Reduced– | 56,79357,067 | −274−0.5% | $2.53M$2.51M | −$12.2K | 0.3%0.4% | −0.06 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 49,13232,350 | +16,782+51.9% | $2.46M$1.62M | +$838.9K | 0.3%0.2% | +0.06 |
| VVisa Inc. | ReducedHistory | 10,84111,041 | −200−1.8% | $2.44M$2.29M | −$45.1K | 0.3%0.3% | −0.04 |
| Janus Detroit STR Tr47103U886 | Added– | 51,08447,768 | +3,316+6.9% | $2.44M$2.26M | +$158.3K | 0.3%0.3% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 23,0719,249 | +13,822+149.4% | $2.43M$1.00M | +$1.46M | 0.3%0.2% | +0.15 |
| MASMasco Corp | AddedHistory | 46,37332,003 | +14,370+44.9% | $2.31M$1.49M | +$714.5K | 0.3%0.2% | +0.06 |
| American Centy ETF Tr025072562 | Reduced– | 53,77555,133 | −1,358−2.5% | $2.27M$2.26M | −$57.2K | 0.3%0.3% | −0.06 |
| State Street Financial Select Sector SPDR ETF81369Y605 | Reduced– | 70,296122,794 | −52,498−42.8% | $2.26M$4.20M | −$1.69M | 0.3%0.6% | −0.35 |
| KNXKnight-Swift Transportation Holdings Inc. | AddedHistory | 39,89431,539 | +8,355+26.5% | $2.26M$1.65M | +$472.7K | 0.3%0.3% | +0.03 |
| UHALU-Haul Holding Co | AddedHistory | 37,469818 | +36,651+4,480.6% | $2.24M$49.2K | +$2.19M | 0.3%<0.1% | +0.27 |
| American Centy ETF Tr025072802 | Reduced– | 38,07638,548 | −472−1.2% | $2.23M$2.13M | −$27.6K | 0.3%0.3% | −0.05 |
| OXYOccidental Petroleum Corp | AddedHistory | 35,44328,641 | +6,802+23.7% | $2.21M$1.80M | +$424.7K | 0.3%0.3% | 0.00 |
| Timothy Plan887432276 | Added– | 89,52779,810 | +9,717+12.2% | $2.11M$1.87M | +$228.8K | 0.3%0.3% | −0.02 |
| QCOMQualcomm Inc | AddedHistory | 16,08215,351 | +731+4.8% | $2.05M$1.69M | +$93.3K | 0.3%0.3% | 0.00 |
| Northern LTS FD Tr IV66538H534 | Added– | 61,25853,687 | +7,571+14.1% | $1.93M$1.61M | +$238.0K | 0.2%0.2% | 0.00 |
| iShares Tr464288877 | Reduced– | 39,60044,125 | −4,525−10.3% | $1.92M$2.02M | −$219.6K | 0.2%0.3% | −0.07 |
| Schwab Intermediate-Term US Treasury ETF808524854 | Reduced– | 35,49835,531 | −33−0.1% | $1.78M$1.75M | −$1.66K | 0.2%0.3% | −0.04 |
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.