EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2023 to Q2 2023
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 277
- Est. +$4.86M
- Added
- 903
- Est. +$107.0M
- Reduced
- 658
- Est. −$34.6M
- Sold out
- 162
- Est. −$6.95M
Portfolio value went from $803.3M to $907.1M (+$103.8M (+12.9%)); positions from 2,376 to 2,491 (+115).
All Q2 2023 holdingsAll Q1 2023 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2023 and the gray one below is Q1 2023. For stocks that split between the two quarters, Q1 2023 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– | 721,751678,112 | +43,639+6.4% | $33.3M$30.6M | +$2.02M | 3.7%3.8% | −0.14 |
| AAPLApple Inc. | AddedHistory | 163,365136,612 | +26,753+19.6% | $31.7M$22.5M | +$5.19M | 3.5%2.8% | +0.69 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 99,17089,474 | +9,696+10.8% | $28.1M$22.3M | +$2.74M | 3.1%2.8% | +0.32 |
| Vanguard Morningstar Value ETF922908744 | Added– | 157,791144,741 | +13,050+9.0% | $22.4M$20.0M | +$1.85M | 2.5%2.5% | −0.02 |
| Vanguard Scottsdale FDS92206C409 | Added– | 262,773253,276 | +9,497+3.7% | $19.9M$19.3M | +$718.5K | 2.2%2.4% | −0.21 |
| Vanguard Dividend Appreciation ETF921908844 | Reduced– | 122,131122,907 | −776−0.6% | $19.8M$18.9M | −$126.0K | 2.2%2.4% | −0.17 |
| Vanguard Health Care ETF92204A504 | Added– | 66,83757,558 | +9,279+16.1% | $16.4M$13.7M | +$2.27M | 1.8%1.7% | +0.10 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 72,93774,079 | −1,142−1.5% | $16.1M$15.1M | −$251.6K | 1.8%1.9% | −0.11 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 36,23036,570 | −340−0.9% | $14.8M$13.8M | −$138.5K | 1.6%1.7% | −0.09 |
| MSFTMicrosoft Corp | AddedHistory | 43,16535,052 | +8,113+23.1% | $14.7M$10.1M | +$2.76M | 1.6%1.3% | +0.36 |
| IAUiShares Gold Trust | AddedHistory | 370,009318,711 | +51,298+16.1% | $13.5M$11.9M | +$1.87M | 1.5%1.5% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Reduced– | 141,345158,046 | −16,701−10.6% | $13.0M$14.5M | −$1.53M | 1.4%1.8% | −0.38 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 431,783411,818 | +19,965+4.8% | $11.7M$10.5M | +$542.1K | 1.3%1.3% | −0.01 |
| GOOGLAlphabet Inc. | AddedHistory | 90,50775,630 | +14,877+19.7% | $10.8M$7.85M | +$1.78M | 1.2%1.0% | +0.22 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 258,593239,976 | +18,617+7.8% | $10.5M$9.70M | +$757.3K | 1.2%1.2% | −0.05 |
| Ea Series Trust02072L532 | Added– | 537,397494,046 | +43,351+8.8% | $9.58M$8.66M | +$772.9K | 1.1%1.1% | −0.02 |
| PGRProgressive Corp | AddedHistory | 68,01767,293 | +724+1.1% | $9.00M$9.63M | +$95.8K | 1.0%1.2% | −0.21 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 115,913104,153 | +11,760+11.3% | $8.76M$7.97M | +$888.7K | 1.0%1.0% | −0.03 |
| Vanguard Total International Bond ETF92203J407 | Added– | 176,896159,456 | +17,440+10.9% | $8.65M$7.80M | +$852.5K | 1.0%1.0% | −0.02 |
| AMZNAmazon Com Inc | AddedHistory | 65,18250,577 | +14,605+28.9% | $8.50M$5.22M | +$1.90M | 0.9%0.7% | +0.29 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 40,91044,371 | −3,461−7.8% | $8.14M$8.41M | −$688.4K | 0.9%1.0% | −0.15 |
| GLDSPDR Gold Trust | AddedHistory | 44,90140,924 | +3,977+9.7% | $8.00M$7.50M | +$709.0K | 0.9%0.9% | −0.05 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 167,324159,760 | +7,564+4.7% | $7.70M$7.44M | +$347.9K | 0.8%0.9% | −0.08 |
| Goldman Sachs ETF Tr381430107 | Added– | 242,210236,369 | +5,841+2.5% | $7.59M$7.28M | +$183.1K | 0.8%0.9% | −0.07 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 101,649106,478 | −4,829−4.5% | $7.37M$7.62M | −$350.1K | 0.8%0.9% | −0.14 |
| DGDollar General Corp | AddedHistory | 41,82935,092 | +6,737+19.2% | $7.10M$7.39M | +$1.14M | 0.8%0.9% | −0.14 |
| GOOGAlphabet Inc. | AddedHistory | 57,72142,236 | +15,485+36.7% | $6.98M$4.39M | +$1.87M | 0.8%0.5% | +0.22 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 298,235298,235 | 00.0% | $6.82M$7.32M | $0 | 0.8%0.9% | −0.16 |
| PXDPioneer Natural Resources Co | AddedHistory | 32,81327,642 | +5,171+18.7% | $6.80M$5.65M | +$1.07M | 0.7%0.7% | +0.05 |
| CVXChevron Corp | AddedHistory | 42,91438,545 | +4,369+11.3% | $6.75M$6.29M | +$687.5K | 0.7%0.8% | −0.04 |
| AZOAutoZone Inc | AddedHistory | 2,6822,668 | +14+0.5% | $6.69M$6.56M | +$34.9K | 0.7%0.8% | −0.08 |
| AVGOBroadcom Inc. | AddedHistory | 7,5546,997 | +557+8.0% | $6.55M$4.49M | +$483.1K | 0.7%0.6% | +0.16 |
| JBHTHunt J B Transport Services Inc | AddedHistory | 35,11130,113 | +4,998+16.6% | $6.36M$5.28M | +$904.8K | 0.7%0.7% | +0.04 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 100,4422,128 | +98,314+4,620.0% | $6.13M$117.8K | +$6.00M | 0.7%<0.1% | +0.66 |
| HDHome Depot, Inc. | AddedHistory | 19,70217,512 | +2,190+12.5% | $6.12M$5.17M | +$680.3K | 0.7%0.6% | +0.03 |
| AMATApplied Materials Inc | AddedHistory | 42,10737,752 | +4,355+11.5% | $6.09M$4.64M | +$629.5K | 0.7%0.6% | +0.09 |
| GPKGraphic Packaging Holding Co | AddedHistory | 246,803243,017 | +3,786+1.6% | $5.93M$6.19M | +$91.0K | 0.7%0.8% | −0.12 |
| KKRKKR & Co. Inc. | AddedHistory | 101,769101,558 | +211+0.2% | $5.70M$5.33M | +$11.8K | 0.6%0.7% | −0.04 |
| AMGNAmgen Inc | AddedHistory | 25,03821,970 | +3,068+14.0% | $5.56M$5.31M | +$681.2K | 0.6%0.7% | −0.05 |
| State Street Energy Select Sector SPDR ETF81369Y506 | Reduced– | 67,73272,730 | −4,998−6.9% | $5.50M$6.02M | −$405.7K | 0.6%0.7% | −0.14 |
| DHIHorton D R Inc | ReducedHistory | 43,59344,257 | −664−1.5% | $5.30M$4.32M | −$80.8K | 0.6%0.5% | +0.05 |
| BERYBerry Global Group, Inc. | AddedHistory | 77,97572,200 | +5,775+8.0% | $5.02M$4.25M | +$371.6K | 0.6%0.5% | +0.02 |
| BXBlackstone Inc. | AddedHistory | 52,62652,537 | +89+0.2% | $4.89M$4.61M | +$8.27K | 0.5%0.6% | −0.04 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 666,266579,511 | +86,755+15.0% | $4.80M$4.16M | +$625.5K | 0.5%0.5% | +0.01 |
| NVDANVIDIA Corp | AddedHistory | 11,09710,024 | +1,073+10.7% | $4.69M$2.78M | +$453.9K | 0.5%0.3% | +0.17 |
| AMHAmerican Homes 4 Rent | AddedHistory | 131,444130,329 | +1,115+0.9% | $4.66M$4.10M | +$39.5K | 0.5%0.5% | 0.00 |
| LKQLKQ Corp | ReducedHistory | 77,73478,489 | −755−1.0% | $4.53M$4.46M | −$44.0K | 0.5%0.6% | −0.06 |
| COPConocoPhillips | AddedHistory | 43,67736,667 | +7,010+19.1% | $4.53M$3.64M | +$726.3K | 0.5%0.5% | +0.05 |
| Dimensional ETF Trust25434V401 | Added– | 91,42591,421 | +40.0% | $4.40M$4.06M | +$192.64 | 0.5%0.5% | −0.02 |
| Vanguard World FD921910816 | Reduced– | 18,62618,752 | −126−0.7% | $4.38M$3.84M | −$29.7K | 0.5%0.5% | +0.01 |
| Dimensional ETF Trust25434V724 | Added– | 126,810126,805 | +50.0% | $4.37M$4.25M | +$172.5 | 0.5%0.5% | −0.05 |
| COSTCostco Wholesale Corp | AddedHistory | 8,1052,717 | +5,388+198.3% | $4.36M$1.35M | +$2.90M | 0.5%0.2% | +0.31 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 89,09569,100 | +19,995+28.9% | $4.26M$3.24M | +$957.2K | 0.5%0.4% | +0.07 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 12,4083,302 | +9,106+275.8% | $4.23M$1.02M | +$3.11M | 0.5%0.1% | +0.34 |
| iShares Tips Bond ETF464287176 | Added– | 39,02338,612 | +411+1.1% | $4.20M$4.26M | +$44.2K | 0.5%0.5% | −0.07 |
| Vanguard World FD921910840 | Added– | 40,44940,049 | +400+1.0% | $4.20M$4.05M | +$41.5K | 0.5%0.5% | −0.04 |
| CCKCrown Holdings, Inc. | AddedHistory | 48,07244,061 | +4,011+9.1% | $4.18M$3.64M | +$348.4K | 0.5%0.5% | +0.01 |
| Schwab US Dividend Equity ETF808524797 | Reduced– | 55,43156,249 | −818−1.5% | $4.03M$4.12M | −$59.4K | 0.4%0.5% | −0.07 |
| JPMJPMorgan Chase & Co | AddedHistory | 27,50425,167 | +2,337+9.3% | $4.00M$3.28M | +$339.9K | 0.4%0.4% | +0.03 |
| METAMeta Platforms, Inc. | AddedHistory | 13,89413,218 | +676+5.1% | $3.99M$2.80M | +$194.0K | 0.4%0.3% | +0.09 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 52,84747,669 | +5,178+10.9% | $3.98M$3.66M | +$389.5K | 0.4%0.5% | −0.02 |
| Vanguard BD Index FDS921937793 | Added– | 51,68245,604 | +6,078+13.3% | $3.87M$3.50M | +$455.4K | 0.4%0.4% | −0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 27,74728,134 | −387−1.4% | $3.84M$3.77M | −$53.6K | 0.4%0.5% | −0.05 |
| MRKMerck & Co., Inc. | AddedHistory | 33,24132,679 | +562+1.7% | $3.84M$3.48M | +$64.8K | 0.4%0.4% | −0.01 |
| Vanguard Scottsdale FDS92206C706 | Reduced– | 64,88665,625 | −739−1.1% | $3.81M$3.93M | −$43.4K | 0.4%0.5% | −0.07 |
| American Centy ETF Tr025072885 | Reduced– | 49,51751,207 | −1,690−3.3% | $3.72M$3.63M | −$127.1K | 0.4%0.5% | −0.04 |
| SPDR Series Trust78464A763 | Added– | 29,83929,300 | +539+1.8% | $3.66M$3.62M | +$66.1K | 0.4%0.5% | −0.05 |
| TSLATesla, Inc. | ReducedHistory | 13,66715,107 | −1,440−9.5% | $3.58M$3.13M | −$376.9K | 0.4%0.4% | 0.00 |
| Vanguard Total World Stock ETF922042742 | Added– | 36,55031,301 | +5,249+16.8% | $3.54M$2.88M | +$509.0K | 0.4%0.4% | +0.03 |
| Dimensional ETF Trust25434V807 | Added– | 104,895104,871 | +240.0% | $3.45M$3.38M | +$788.4 | 0.4%0.4% | −0.04 |
| iShares Tr46429B655 | Added– | 66,73160,939 | +5,792+9.5% | $3.39M$3.07M | +$294.3K | 0.4%0.4% | −0.01 |
| iShares Tr464288448 | Added– | 125,823122,294 | +3,529+2.9% | $3.31M$3.36M | +$92.9K | 0.4%0.4% | −0.05 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 59,454103 | +59,351+57,622.3% | $3.29M$5.61K | +$3.28M | 0.4%<0.1% | +0.36 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 61,00749,132 | +11,875+24.2% | $3.14M$2.46M | +$611.9K | 0.3%0.3% | +0.04 |
| iShares Core S&P 500 ETF464287200 | Added– | 7,0006,894 | +106+1.5% | $3.12M$2.83M | +$47.2K | 0.3%0.4% | −0.01 |
| FDXFedEx Corp | AddedHistory | 12,48512,424 | +61+0.5% | $3.10M$2.84M | +$15.1K | 0.3%0.4% | −0.01 |
| Northern LTS FD Tr IV66538H534 | Added– | 93,29161,258 | +32,033+52.3% | $3.07M$1.93M | +$1.05M | 0.3%0.2% | +0.10 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 6,4836,430 | +53+0.8% | $2.87M$2.63M | +$23.5K | 0.3%0.3% | −0.01 |
| RBARB Global Inc. | AddedHistory | 46,07611,080 | +34,996+315.8% | $2.76M$623.7K | +$2.10M | 0.3%0.1% | +0.23 |
| VVisa Inc. | AddedHistory | 11,58410,841 | +743+6.9% | $2.75M$2.44M | +$176.5K | 0.3%0.3% | 0.00 |
| MASMasco Corp | ReducedHistory | 46,29746,373 | −76−0.2% | $2.66M$2.31M | −$4.36K | 0.3%0.3% | +0.01 |
| PPGPPG Industries Inc | AddedHistory | 17,831325 | +17,506+5,386.5% | $2.64M$43.4K | +$2.60M | 0.3%<0.1% | +0.29 |
| GSGoldman Sachs Group Inc | ReducedHistory | 8,1589,144 | −986−10.8% | $2.63M$2.99M | −$318.0K | 0.3%0.4% | −0.08 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 15,77316,444 | −671−4.1% | $2.61M$2.61M | −$111.0K | 0.3%0.3% | −0.04 |
| Dimensional U.S. Targeted Value ETF25434V609 | Reduced– | 56,21156,793 | −582−1.0% | $2.61M$2.53M | −$27.0K | 0.3%0.3% | −0.03 |
| BRDGBridge Investment Group Holdings Inc. | ReducedHistory | 226,542227,807 | −1,265−0.6% | $2.57M$2.58M | −$14.4K | 0.3%0.3% | −0.04 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 32,51932,801 | −282−0.9% | $2.57M$2.63M | −$22.3K | 0.3%0.3% | −0.04 |
| WMTWalmart Inc. | AddedHistory | 15,98211,707 | +4,275+36.5% | $2.51M$1.73M | +$671.9K | 0.3%0.2% | +0.06 |
| Dimensional ETF Trust25434V872 | Added– | 59,78931,971 | +27,818+87.0% | $2.50M$1.36M | +$1.16M | 0.3%0.2% | +0.11 |
| UHALU-Haul Holding Co | AddedHistory | 44,32637,469 | +6,857+18.3% | $2.45M$2.24M | +$379.3K | 0.3%0.3% | −0.01 |
| QCOMQualcomm Inc | AddedHistory | 20,49516,082 | +4,413+27.4% | $2.44M$2.05M | +$525.3K | 0.3%0.3% | +0.01 |
| Janus Detroit STR Tr47103U886 | Reduced– | 49,60351,084 | −1,481−2.9% | $2.37M$2.44M | −$70.8K | 0.3%0.3% | −0.04 |
| ABTAbbott Laboratories | AddedHistory | 21,6106,091 | +15,519+254.8% | $2.36M$616.8K | +$1.69M | 0.3%0.1% | +0.18 |
| KNXKnight-Swift Transportation Holdings Inc. | AddedHistory | 40,33639,894 | +442+1.1% | $2.24M$2.26M | +$24.6K | 0.2%0.3% | −0.03 |
| PANWPalo Alto Networks Inc | AddedHistory | 8,7358,438 | +297+3.5% | $2.23M$1.69M | +$75.9K | 0.2%0.2% | +0.04 |
| American Centy ETF Tr025072562 | Reduced– | 52,86253,775 | −913−1.7% | $2.19M$2.27M | −$37.8K | 0.2%0.3% | −0.04 |
| American Centy ETF Tr025072802 | Reduced– | 37,62938,076 | −447−1.2% | $2.17M$2.23M | −$25.7K | 0.2%0.3% | −0.04 |
| OXYOccidental Petroleum Corp | AddedHistory | 36,61735,443 | +1,174+3.3% | $2.15M$2.21M | +$69.0K | 0.2%0.3% | −0.04 |
| iShares Tr464288158 | Added– | 20,12116,985 | +3,136+18.5% | $2.09M$1.78M | +$326.3K | 0.2%0.2% | +0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | Reduced– | 19,65223,071 | −3,419−14.8% | $2.08M$2.43M | −$362.6K | 0.2%0.3% | −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.