EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 4, 2023. Long positions only; changes compare share counts with Q1 2023.

Positions: 2,491; +115 vs. Q1 2023
Portfolio value: $907.1M; +$103.8M (+12.9%) vs. Q1 2023
Filed: Aug 4, 2023; SEC

Holdings of EverSource Wealth Advisors, LLC in Q2 2023
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Ftse Developed Markets ETF921943858	ETF	721,751	$33.3M	3.7%	+43,639+6.4%	Added	–
AAPLApple Inc.	Stock	163,365	$31.7M	3.5%	+26,753+19.6%	Added	History
Vanguard Morningstar Growth ETF922908736	ETF	99,170	$28.1M	3.1%	+9,696+10.8%	Added	–
Vanguard Morningstar Value ETF922908744	ETF	157,791	$22.4M	2.5%	+13,050+9.0%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	262,773	$19.9M	2.2%	+9,497+3.7%	Added	–
Vanguard Dividend Appreciation ETF921908844	ETF	122,131	$19.8M	2.2%	−776−0.6%	Reduced	–
Vanguard Health Care ETF92204A504	ETF	66,837	$16.4M	1.8%	+9,279+16.1%	Added	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	72,937	$16.1M	1.8%	−1,142−1.5%	Reduced	–
Vanguard S&P 500 ETF922908363	ETF	36,230	$14.8M	1.6%	−340−0.9%	Reduced	–
MSFTMicrosoft Corp	Stock	43,165	$14.7M	1.6%	+8,113+23.1%	Added	History
IAUiShares Gold Trust	ETF	370,009	$13.5M	1.5%	+51,298+16.1%	Added	History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	141,345	$13.0M	1.4%	−16,701−10.6%	Reduced	–
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	431,783	$11.7M	1.3%	+19,965+4.8%	Added	–
GOOGLAlphabet Inc.	Stock	90,507	$10.8M	1.2%	+14,877+19.7%	Added	History
Vanguard Ftse Emerging Markets ETF922042858	ETF	258,593	$10.5M	1.2%	+18,617+7.8%	Added	–
Ea Series Trust02072L532	BRID OMN SMA ETF	537,397	$9.58M	1.1%	+43,351+8.8%	Added	–
PGRProgressive Corp	Stock	68,017	$9.00M	1.0%	+724+1.1%	Added	History
Vanguard Short-Term Bond ETF921937827	ETF	115,913	$8.76M	1.0%	+11,760+11.3%	Added	–
Vanguard Total International Bond ETF92203J407	ETF	176,896	$8.65M	1.0%	+17,440+10.9%	Added	–
AMZNAmazon Com Inc	Stock	65,182	$8.50M	0.9%	+14,605+28.9%	Added	History
Vanguard Morningstar Small-Cap ETF922908751	ETF	40,910	$8.14M	0.9%	−3,461−7.8%	Reduced	–
GLDSPDR Gold Trust	ETF	44,901	$8.00M	0.9%	+3,977+9.7%	Added	History
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	167,324	$7.70M	0.8%	+7,564+4.7%	Added	–
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	242,210	$7.59M	0.8%	+5,841+2.5%	Added	–
iShares MSCI Eafe ETF464287465	ETF	101,649	$7.37M	0.8%	−4,829−4.5%	Reduced	–
DGDollar General Corp	COM	41,829	$7.10M	0.8%	+6,737+19.2%	Added	History
GOOGAlphabet Inc.	Stock	57,721	$6.98M	0.8%	+15,485+36.7%	Added	History
IIIVi3 Verticals, Inc.	COM CL A	298,235	$6.82M	0.8%	00.0%	Unchanged	History
PXDPioneer Natural Resources Co	COM	32,813	$6.80M	0.7%	+5,171+18.7%	Added	History
CVXChevron Corp	Stock	42,914	$6.75M	0.7%	+4,369+11.3%	Added	History
AZOAutoZone Inc	COM	2,682	$6.69M	0.7%	+14+0.5%	Added	History
AVGOBroadcom Inc.	Stock	7,554	$6.55M	0.7%	+557+8.0%	Added	History
JBHTHunt J B Transport Services Inc	COM	35,111	$6.36M	0.7%	+4,998+16.6%	Added	History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	100,442	$6.13M	0.7%	+98,314+4,620.0%	Added	–
HDHome Depot, Inc.	Stock	19,702	$6.12M	0.7%	+2,190+12.5%	Added	History
AMATApplied Materials Inc	Stock	42,107	$6.09M	0.7%	+4,355+11.5%	Added	History
GPKGraphic Packaging Holding Co	COM	246,803	$5.93M	0.7%	+3,786+1.6%	Added	History
KKRKKR & Co. Inc.	COM	101,769	$5.70M	0.6%	+211+0.2%	Added	History
AMGNAmgen Inc	Stock	25,038	$5.56M	0.6%	+3,068+14.0%	Added	History
State Street Energy Select Sector SPDR ETF81369Y506	ETF	67,732	$5.50M	0.6%	−4,998−6.9%	Reduced	–
DHIHorton D R Inc	COM	43,593	$5.30M	0.6%	−664−1.5%	Reduced	History
BERYBerry Global Group, Inc.	COM	77,975	$5.02M	0.6%	+5,775+8.0%	Added	History
BXBlackstone Inc.	COM	52,626	$4.89M	0.5%	+89+0.2%	Added	History
PFNPIMCO Income Strategy Fund II	COM	666,266	$4.80M	0.5%	+86,755+15.0%	Added	History
NVDANVIDIA Corp	Stock	11,097	$4.69M	0.5%	+1,073+10.7%	Added	History
AMHAmerican Homes 4 Rent	CL A	131,444	$4.66M	0.5%	+1,115+0.9%	Added	History
LKQLKQ Corp	COM	77,734	$4.53M	0.5%	−755−1.0%	Reduced	History
COPConocoPhillips	Stock	43,677	$4.53M	0.5%	+7,010+19.1%	Added	History
Dimensional ETF Trust25434V401	US EQUI MARK ETF	91,425	$4.40M	0.5%	+40.0%	Added	–
Vanguard World FD921910816	MEGA GRWTH IND	18,626	$4.38M	0.5%	−126−0.7%	Reduced	–
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	126,810	$4.37M	0.5%	+50.0%	Added	–
COSTCostco Wholesale Corp	Stock	8,105	$4.36M	0.5%	+5,388+198.3%	Added	History
Pacer US Cash Cows 100 ETF69374H881	ETF	89,095	$4.26M	0.5%	+19,995+28.9%	Added	–
BRK.BBerkshire Hathaway Inc	Stock	12,408	$4.23M	0.5%	+9,106+275.8%	Added	History
iShares Tips Bond ETF464287176	ETF	39,023	$4.20M	0.5%	+411+1.1%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	40,449	$4.20M	0.5%	+400+1.0%	Added	–
CCKCrown Holdings, Inc.	COM	48,072	$4.18M	0.5%	+4,011+9.1%	Added	History
Schwab US Dividend Equity ETF808524797	ETF	55,431	$4.03M	0.4%	−818−1.5%	Reduced	–
JPMJPMorgan Chase & Co	Stock	27,504	$4.00M	0.4%	+2,337+9.3%	Added	History
METAMeta Platforms, Inc.	Stock	13,894	$3.99M	0.4%	+676+5.1%	Added	History
Vanguard Intermediate-Term Bond ETF921937819	ETF	52,847	$3.98M	0.4%	+5,178+10.9%	Added	–
Vanguard BD Index FDS921937793	LONG TERM BOND	51,682	$3.87M	0.4%	+6,078+13.3%	Added	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	27,747	$3.84M	0.4%	−387−1.4%	Reduced	–
MRKMerck & Co., Inc.	Stock	33,241	$3.84M	0.4%	+562+1.7%	Added	History
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	64,886	$3.81M	0.4%	−739−1.1%	Reduced	–
American Centy ETF Tr025072885	US EQT ETF	49,517	$3.72M	0.4%	−1,690−3.3%	Reduced	–
SPDR Series Trust78464A763	ST STR SP DIV	29,839	$3.66M	0.4%	+539+1.8%	Added	–
TSLATesla, Inc.	Stock	13,667	$3.58M	0.4%	−1,440−9.5%	Reduced	History
Vanguard Total World Stock ETF922042742	ETF	36,550	$3.54M	0.4%	+5,249+16.8%	Added	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	104,895	$3.45M	0.4%	+240.0%	Added	–
iShares Tr46429B655	FLTG RATE NT ETF	66,731	$3.39M	0.4%	+5,792+9.5%	Added	–
iShares Tr464288448	INTL SEL DIV ETF	125,823	$3.31M	0.4%	+3,529+2.9%	Added	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	59,454	$3.29M	0.4%	+59,351+57,622.3%	Added	–
iShares Core Dividend Growth ETF46434V621	ETF	61,007	$3.14M	0.3%	+11,875+24.2%	Added	–
iShares Core S&P 500 ETF464287200	ETF	7,000	$3.12M	0.3%	+106+1.5%	Added	–
FDXFedEx Corp	Stock	12,485	$3.10M	0.3%	+61+0.5%	Added	History
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	93,291	$3.07M	0.3%	+32,033+52.3%	Added	–
SPYSPDR S&P 500 ETF Trust	ETF	6,483	$2.87M	0.3%	+53+0.8%	Added	History
RBARB Global Inc.	COM	46,076	$2.76M	0.3%	+34,996+315.8%	Added	History
VVisa Inc.	Stock	11,584	$2.75M	0.3%	+743+6.9%	Added	History
MASMasco Corp	COM	46,297	$2.66M	0.3%	−76−0.2%	Reduced	History
PPGPPG Industries Inc	Stock	17,831	$2.64M	0.3%	+17,506+5,386.5%	Added	History
GSGoldman Sachs Group Inc	Stock	8,158	$2.63M	0.3%	−986−10.8%	Reduced	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	15,773	$2.61M	0.3%	−671−4.1%	Reduced	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	56,211	$2.61M	0.3%	−582−1.0%	Reduced	–
BRDGBridge Investment Group Holdings Inc.	COM CL A	226,542	$2.57M	0.3%	−1,265−0.6%	Reduced	History
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	32,519	$2.57M	0.3%	−282−0.9%	Reduced	–
WMTWalmart Inc.	Stock	15,982	$2.51M	0.3%	+4,275+36.5%	Added	History
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	59,789	$2.50M	0.3%	+27,818+87.0%	Added	–
UHALU-Haul Holding Co	COM	44,326	$2.45M	0.3%	+6,857+18.3%	Added	History
QCOMQualcomm Inc	Stock	20,495	$2.44M	0.3%	+4,413+27.4%	Added	History
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	49,603	$2.37M	0.3%	−1,481−2.9%	Reduced	–
ABTAbbott Laboratories	Stock	21,610	$2.36M	0.3%	+15,519+254.8%	Added	History
KNXKnight-Swift Transportation Holdings Inc.	CL A	40,336	$2.24M	0.2%	+442+1.1%	Added	History
PANWPalo Alto Networks Inc	Stock	8,735	$2.23M	0.2%	+297+3.5%	Added	History
American Centy ETF Tr025072562	AVANTIS CORE FI	52,862	$2.19M	0.2%	−913−1.7%	Reduced	–
American Centy ETF Tr025072802	INTL SMCP VLU	37,629	$2.17M	0.2%	−447−1.2%	Reduced	–
OXYOccidental Petroleum Corp	Stock	36,617	$2.15M	0.2%	+1,174+3.3%	Added	History
iShares Tr464288158	SHRT NAT MUN ETF	20,121	$2.09M	0.2%	+3,136+18.5%	Added	–
Vanguard High Dividend Yield Index ETF921946406	ETF	19,652	$2.08M	0.2%	−3,419−14.8%	Reduced	–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q2 2023
Security	Class	Puts	Calls
SPDR S&P 500 ETF Tr78462F953	PUT	$5.50K	–

Sold out since Q1 2023 (162)

Positions held at the end of Q1 2023 that are gone from this filing.

The largest 100 of 162 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2023
Security	Class	Shares in Q1 2023	Value in Q1 2023	% of portfolio in Q1 2023	History
iShares Tr464287457	1 3 YR TREAS BD	69,543	$5.71M	0.7%	–
Unified Ser Tr90470L444	ONEASCENT INTL	2,879	$84.9K	<0.1%	–
iShares Inc464286103	MSCI AUST ETF	3,141	$72.1K	<0.1%	–
ABBNYABB Ltd	SPONSORED ADR	2,037	$69.9K	<0.1%	History
ATATAtour Lifestyle Holdings Ltd	SPONSORED ADS	2,100	$55.0K	<0.1%	History
TPLTexas Pacific Land Corp	Stock	28	$47.6K	<0.1%	History
RBB FD Inc74933W635	MOTLEY FOOL GBL	1,713	$43.9K	<0.1%	–
Unified Ser Tr90470L519	ONEA CORE BD ETF	1,718	$39.6K	<0.1%	–
iShares Tr46434V407	0-5YR HI YL CP	845	$35.2K	<0.1%	–
Unified Ser Tr90470L469	ONEASCENT EMGRG	1,140	$32.5K	<0.1%	–
Invesco Nasdaq 100 ETF46138G649	ETF	205	$27.1K	<0.1%	–
iShares Tr464287788	U.S. FINLS ETF	374	$26.6K	<0.1%	–
Unified Ser Tr90470L527	ONEASCENT LARGE	1,022	$22.6K	<0.1%	–
EQCEQC Liquidating Trust	COM SH BEN INT	1,036	$21.5K	<0.1%	History
HSKAHeska Corp	COM RESTRC NEW	211	$20.6K	<0.1%	History
OSHOak Street Health, Inc.	COM	505	$19.5K	<0.1%	History
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	440	$17.9K	<0.1%	–
Aries I Acquisition CorpG0542N107	CLASS A ORD SHS	1,650	$17.3K	<0.1%	–
Alps ETF Tr00162Q858	SECTR DIV DOGS	325	$16.6K	<0.1%	–
BRMKBroadmark Realty Capital Inc.	COM	3,306	$15.5K	<0.1%	History
Fidelity MSCI Utilities Index ETF316092865	ETF	334	$14.6K	<0.1%	–
BANRBanner Corp	COM NEW	259	$14.1K	<0.1%	History
iShares Inc464286392	MSCI WORLD ETF	114	$13.4K	<0.1%	–
Fidelity MSCI Information Technology Index ETF316092808	ETF	117	$13.3K	<0.1%	–
SPDR Series Trust78468R804	ST STR R1K LOWV	93	$12.7K	<0.1%	–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	85	$12.7K	<0.1%	–
TREELendingTree, Inc.	COM	473	$12.6K	<0.1%	History
XPROExpro Ltd	COM	681	$12.5K	<0.1%	History
NTGRNetgear, Inc.	COM	639	$11.8K	<0.1%	History
Two Harbors Investment Corp.90187B804	COM	788	$11.6K	<0.1%	–
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	197	$11.4K	<0.1%	–
PCRXPacira BioSciences, Inc.	COM	259	$10.6K	<0.1%	History
AZZAzz Inc	COM	247	$10.2K	<0.1%	History
IRBTiRobot Corp	COM	229	$9.99K	<0.1%	History
J P Morgan Exchange Traded F46641Q845	DIVERSFD EQT ETF	240	$9.57K	<0.1%	–
AVAHAveanna Healthcare Holdings, Inc.	COM	9,000	$9.36K	<0.1%	History
EBCEastern Bankshares, Inc.	COM	724	$9.14K	<0.1%	History
Copel-ADR20441B605	ADR	1,349	$9.06K	<0.1%	–
MLKNMillerknoll, Inc.	COM	422	$8.63K	<0.1%	History
VIRTVirtu Financial, Inc.	CL A	453	$8.56K	<0.1%	History
SPDR Series Trust78464A383	ST STR BACKE ETF	378	$8.38K	<0.1%	–
GTGoodyear Tire & Rubber Co	COM	759	$8.36K	<0.1%	History
TRSTTrustco Bank Corp N Y	COM NEW	258	$8.24K	<0.1%	History
CENTCentral Garden & Pet Co	COM	199	$8.17K	<0.1%	History
FRSTPrimis Financial Corp.	COM	845	$8.14K	<0.1%	History
MCHBMechanics Bancorp	CL A	447	$8.04K	<0.1%	History
State Street SPDR S&P Homebuilders ETF78464A888	ETF	115	$7.79K	<0.1%	–
Fidelity MSCI Financials Index ETF316092501	ETF	160	$7.22K	<0.1%	–
State Street Real Estate Select Sector SPDR ETF81369Y860	ETF	190	$7.10K	<0.1%	–
CDECoeur Mining, Inc.	COM NEW	1,729	$6.90K	<0.1%	History
MNTVMomentive Global Inc.	COM	735	$6.85K	<0.1%	History
QGENQiagen N.V.	SHS NEW	149	$6.84K	<0.1%	History
Invesco Exchange Traded FD T46137V787	BIOTECHNOLOGY	109	$6.84K	<0.1%	–
EFREaton Vance Senior Floating-Rate Trust	COM	599	$6.79K	<0.1%	History
SAFESafehold Inc.	COM	230	$6.75K	<0.1%	History
DBIDesigner Brands Inc.	CL A	765	$6.69K	<0.1%	History
BSRRSierra Bancorp	COM	359	$6.18K	<0.1%	History
EEExcelerate Energy, Inc.	CL A COM	273	$6.04K	<0.1%	History
AMCXAMC Global Media Inc.	CL A	338	$5.94K	<0.1%	History
SONSonoco Products Co	COM	95	$5.79K	<0.1%	History
NESRNational Energy Services Reunited Corp.	SHS	1,065	$5.60K	<0.1%	History
EVAEnviva, LLC	COM	190	$5.49K	<0.1%	History
ATRAptargroup, Inc.	Stock	46	$5.44K	<0.1%	History
STHOStar Holdings	SHS BEN INT	306	$5.32K	<0.1%	History
Global X FDS37954Y814	FINTECH ETF	255	$5.31K	<0.1%	–
Global X Lithium & Battery Tech ETF37954Y855	ETF	79	$5.02K	<0.1%	–
INDTIndus Realty Trust, Inc.	COM	71	$4.71K	<0.1%	History
NWNNorthwest Natural Holding Co	COM	95	$4.52K	<0.1%	History
SPDR Series Trust78464A821	ST STR SP400GRW	61	$4.19K	<0.1%	–
AANAaron's Company, Inc.	COM	430	$4.15K	<0.1%	History
OLPOne Liberty Properties Inc	COM	173	$3.97K	<0.1%	History
GRABGrab Holdings Ltd	CLASS A ORD	1,148	$3.46K	<0.1%	History
ASBAssociated Banc-Corp	COM	187	$3.36K	<0.1%	History
QTWOQ2 Holdings, Inc.	COM	133	$3.27K	<0.1%	History
TRIThomson Reuters Corp	COM NEW	25	$3.25K	<0.1%	History
NWBINorthwest Bancshares, Inc.	COM	269	$3.24K	<0.1%	History
ALLOAllogene Therapeutics, Inc.	COM	652	$3.22K	<0.1%	History
iShares Tr46436E502	US TECH BRKTHR	96	$3.19K	<0.1%	–
iShares Tr464288521	CRE U S REIT ETF	62	$3.14K	<0.1%	–
SGISomnigroup International Inc.	COM	77	$3.04K	<0.1%	History
ROCCBaytex Energy USA, Inc.	COM	71	$2.90K	<0.1%	History
MOVMovado Group Inc	COM	100	$2.88K	<0.1%	History
SPDR Ser Tr78468R648	S&P KENSHO NEW	66	$2.83K	<0.1%	–
PRTSCarParts.com, Inc.	COM	523	$2.79K	<0.1%	History
Vanguard Intl Equity Index F922042866	FTSE PACIFIC ETF	40	$2.71K	<0.1%	–
ARIApollo Commercial Real Estate Finance, Inc.	COM	273	$2.54K	<0.1%	History
Shaw Communications Inc82028K200	CL B CONV	84	$2.51K	<0.1%	–
MLABMesa Laboratories Inc	COM	14	$2.45K	<0.1%	History
FBNCFirst Bancorp	COM	66	$2.34K	<0.1%	History
ILPTIndustrial Logistics Properties Trust	COM SHS BEN INT	643	$1.97K	<0.1%	History
ORGOOrganogenesis Holdings Inc.	COM	894	$1.90K	<0.1%	History
DOUGDouglas Elliman Inc.	COM	605	$1.88K	<0.1%	History
ADTNADTRAN Holdings, Inc.	COM	118	$1.87K	<0.1%	History
GFIGold Fields Ltd	SPONSORED ADR	140	$1.86K	<0.1%	History
CXWCoreCivic, Inc.	COM	202	$1.86K	<0.1%	History
FATEFate Therapeutics Inc	COM	325	$1.85K	<0.1%	History
BPOPPopular, Inc.	COM NEW	31	$1.78K	<0.1%	History
PRKPark National Corp	COM	15	$1.78K	<0.1%	History
NAUTNautilus Biotechnology, Inc.	COM	633	$1.75K	<0.1%	History
GEOGeo Group Inc	COM	218	$1.72K	<0.1%	History