EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q2 2023 to Q3 2023
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 232
- Est. +$1.78M
- Added
- 839
- Est. +$86.6M
- Reduced
- 772
- Est. −$26.5M
- Sold out
- 228
- Est. −$1.96M
Portfolio value went from $907.1M to $942.9M (+$35.8M (+3.9%)); positions from 2,491 to 2,495 (+4).
All Q3 2023 holdingsAll Q2 2023 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2023 and the gray one below is Q2 2023. For stocks that split between the two quarters, Q2 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– | 841,267721,751 | +119,516+16.6% | $36.8M$33.3M | +$5.23M | 3.9%3.7% | +0.23 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 121,19599,170 | +22,025+22.2% | $33.0M$28.1M | +$6.00M | 3.5%3.1% | +0.41 |
| AAPLApple Inc. | AddedHistory | 164,956163,365 | +1,591+1.0% | $28.2M$31.7M | +$272.4K | 3.0%3.5% | −0.50 |
| Vanguard Morningstar Value ETF922908744 | Added– | 192,505157,791 | +34,714+22.0% | $26.6M$22.4M | +$4.79M | 2.8%2.5% | +0.34 |
| Vanguard Scottsdale FDS92206C409 | Added– | 292,607262,773 | +29,834+11.4% | $22.0M$19.9M | +$2.24M | 2.3%2.2% | +0.14 |
| Vanguard Dividend Appreciation ETF921908844 | Reduced– | 120,316122,131 | −1,815−1.5% | $18.7M$19.8M | −$282.0K | 2.0%2.2% | −0.20 |
| Vanguard Health Care ETF92204A504 | Added– | 72,52366,837 | +5,686+8.5% | $17.1M$16.4M | +$1.34M | 1.8%1.8% | 0.00 |
| IAUiShares Gold Trust | AddedHistory | 436,871370,009 | +66,862+18.1% | $15.3M$13.5M | +$2.34M | 1.6%1.5% | +0.14 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 71,36772,937 | −1,570−2.2% | $15.2M$16.1M | −$333.5K | 1.6%1.8% | −0.16 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 161,660141,345 | +20,315+14.4% | $14.8M$13.0M | +$1.87M | 1.6%1.4% | +0.14 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 36,17536,230 | −55−0.2% | $14.2M$14.8M | −$21.6K | 1.5%1.6% | −0.12 |
| MSFTMicrosoft Corp | AddedHistory | 43,84843,165 | +683+1.6% | $13.8M$14.7M | +$215.7K | 1.5%1.6% | −0.15 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 481,618431,783 | +49,835+11.5% | $12.6M$11.7M | +$1.31M | 1.3%1.3% | +0.05 |
| GOOGLAlphabet Inc. | AddedHistory | 93,06790,507 | +2,560+2.8% | $12.2M$10.8M | +$335.0K | 1.3%1.2% | +0.10 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 306,183258,593 | +47,590+18.4% | $12.0M$10.5M | +$1.87M | 1.3%1.2% | +0.11 |
| Vanguard Total International Bond ETF92203J407 | Added– | 215,854176,896 | +38,958+22.0% | $10.3M$8.65M | +$1.86M | 1.1%1.0% | +0.14 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 134,088115,913 | +18,175+15.7% | $10.1M$8.76M | +$1.37M | 1.1%1.0% | +0.10 |
| Ea Series Trust02072L532 | Added– | 546,405537,397 | +9,008+1.7% | $9.98M$9.58M | +$164.6K | 1.1%1.1% | 0.00 |
| PGRProgressive Corp | AddedHistory | 68,57468,017 | +557+0.8% | $9.55M$9.00M | +$77.6K | 1.0%1.0% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 45,55140,910 | +4,641+11.3% | $8.61M$8.14M | +$877.5K | 0.9%0.9% | +0.02 |
| AMZNAmazon Com Inc | AddedHistory | 66,38865,182 | +1,206+1.9% | $8.44M$8.50M | +$153.3K | 0.9%0.9% | −0.04 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 189,787167,324 | +22,463+13.4% | $8.31M$7.70M | +$983.4K | 0.9%0.8% | +0.03 |
| GOOGAlphabet Inc. | AddedHistory | 61,09857,721 | +3,377+5.9% | $8.06M$6.98M | +$445.3K | 0.9%0.8% | +0.08 |
| GLDSPDR Gold Trust | AddedHistory | 46,80144,901 | +1,900+4.2% | $8.02M$8.00M | +$325.8K | 0.9%0.9% | −0.03 |
| PXDPioneer Natural Resources Co | AddedHistory | 34,87632,813 | +2,063+6.3% | $8.01M$6.80M | +$473.6K | 0.8%0.7% | +0.10 |
| iShares MSCI Eafe ETF464287465 | Added– | 111,934101,649 | +10,285+10.1% | $7.71M$7.37M | +$708.8K | 0.8%0.8% | +0.01 |
| Goldman Sachs ETF Tr381430107 | Added– | 250,244242,210 | +8,034+3.3% | $7.51M$7.59M | +$241.3K | 0.8%0.8% | −0.04 |
| CVXChevron Corp | AddedHistory | 43,95242,914 | +1,038+2.4% | $7.41M$6.75M | +$175.0K | 0.8%0.7% | +0.04 |
| AMGNAmgen Inc | AddedHistory | 26,82425,038 | +1,786+7.1% | $7.21M$5.56M | +$480.0K | 0.8%0.6% | +0.15 |
| AZOAutoZone Inc | AddedHistory | 2,7512,682 | +69+2.6% | $6.99M$6.69M | +$175.3K | 0.7%0.7% | 0.00 |
| JBHTHunt J B Transport Services Inc | AddedHistory | 36,44235,111 | +1,331+3.8% | $6.87M$6.36M | +$250.9K | 0.7%0.7% | +0.03 |
| iShares Core S&P 500 ETF464287200 | Added– | 15,6467,000 | +8,646+123.5% | $6.72M$3.12M | +$3.71M | 0.7%0.3% | +0.37 |
| AVGOBroadcom Inc. | AddedHistory | 7,9947,554 | +440+5.8% | $6.64M$6.55M | +$365.5K | 0.7%0.7% | −0.02 |
| GPKGraphic Packaging Holding Co | AddedHistory | 292,681246,803 | +45,878+18.6% | $6.52M$5.93M | +$1.02M | 0.7%0.7% | +0.04 |
| AMATApplied Materials Inc | AddedHistory | 46,98242,107 | +4,875+11.6% | $6.50M$6.09M | +$674.9K | 0.7%0.7% | +0.02 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 109,491100,442 | +9,049+9.0% | $6.49M$6.13M | +$536.4K | 0.7%0.7% | +0.01 |
| KKRKKR & Co. Inc. | AddedHistory | 103,531101,769 | +1,762+1.7% | $6.38M$5.70M | +$108.5K | 0.7%0.6% | +0.05 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 298,235298,235 | 00.0% | $6.30M$6.82M | $0 | 0.7%0.8% | −0.08 |
| State Street Energy Select Sector SPDR ETF81369Y506 | Added– | 69,51067,732 | +1,778+2.6% | $6.28M$5.50M | +$160.7K | 0.7%0.6% | +0.06 |
| HDHome Depot, Inc. | AddedHistory | 19,89419,702 | +192+1.0% | $6.01M$6.12M | +$58.0K | 0.6%0.7% | −0.04 |
| BXBlackstone Inc. | AddedHistory | 53,25852,626 | +632+1.2% | $5.71M$4.89M | +$67.7K | 0.6%0.5% | +0.07 |
| COPConocoPhillips | AddedHistory | 45,92143,677 | +2,244+5.1% | $5.50M$4.53M | +$268.8K | 0.6%0.5% | +0.08 |
| PPGPPG Industries Inc | AddedHistory | 41,58817,831 | +23,757+133.2% | $5.40M$2.64M | +$3.08M | 0.6%0.3% | +0.28 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 97,02459,454 | +37,570+63.2% | $5.20M$3.29M | +$2.01M | 0.6%0.4% | +0.19 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 100,22989,095 | +11,134+12.5% | $4.95M$4.26M | +$550.4K | 0.5%0.5% | +0.06 |
| NVDANVIDIA Corp | AddedHistory | 11,34411,097 | +247+2.2% | $4.93M$4.69M | +$107.4K | 0.5%0.5% | +0.01 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 99,60561,007 | +38,598+63.3% | $4.93M$3.14M | +$1.91M | 0.5%0.3% | +0.18 |
| BERYBerry Global Group, Inc. | AddedHistory | 78,19777,975 | +222+0.3% | $4.84M$5.02M | +$13.7K | 0.5%0.6% | −0.04 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 61,68415,334 | +46,350+302.3% | $4.82M$1.23M | +$3.62M | 0.5%0.1% | +0.38 |
| Vanguard Scottsdale FDS92206C706 | Added– | 83,38864,886 | +18,502+28.5% | $4.77M$3.81M | +$1.06M | 0.5%0.4% | +0.09 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 65,70852,847 | +12,861+24.3% | $4.75M$3.98M | +$930.0K | 0.5%0.4% | +0.07 |
| DHIHorton D R Inc | ReducedHistory | 43,33343,593 | −260−0.6% | $4.66M$5.30M | −$27.9K | 0.5%0.6% | −0.09 |
| COSTCostco Wholesale Corp | AddedHistory | 8,2268,105 | +121+1.5% | $4.65M$4.36M | +$68.4K | 0.5%0.5% | +0.01 |
| AMHAmerican Homes 4 Rent | AddedHistory | 135,180131,444 | +3,736+2.8% | $4.55M$4.66M | +$125.9K | 0.5%0.5% | −0.03 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 12,71312,408 | +305+2.5% | $4.45M$4.23M | +$106.8K | 0.5%0.5% | +0.01 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 674,961666,266 | +8,695+1.3% | $4.45M$4.80M | +$57.3K | 0.5%0.5% | −0.06 |
| Vanguard BD Index FDS921937793 | Added– | 65,48951,682 | +13,807+26.7% | $4.39M$3.87M | +$925.9K | 0.5%0.4% | +0.04 |
| CCKCrown Holdings, Inc. | AddedHistory | 49,25848,072 | +1,186+2.5% | $4.36M$4.18M | +$104.9K | 0.5%0.5% | 0.00 |
| TSLATesla, Inc. | AddedHistory | 17,20713,667 | +3,540+25.9% | $4.31M$3.58M | +$885.8K | 0.5%0.4% | +0.06 |
| Dimensional ETF Trust25434V724 | Reduced– | 126,347126,810 | −463−0.4% | $4.30M$4.37M | −$15.8K | 0.5%0.5% | −0.03 |
| Dimensional ETF Trust25434V401 | Unchanged– | 91,42591,425 | 00.0% | $4.26M$4.40M | $0 | 0.5%0.5% | −0.03 |
| METAMeta Platforms, Inc. | AddedHistory | 14,17513,894 | +281+2.0% | $4.26M$3.99M | +$84.4K | 0.5%0.4% | +0.01 |
| Vanguard World FD921910816 | Reduced– | 17,94718,626 | −679−3.6% | $4.07M$4.38M | −$154.1K | 0.4%0.5% | −0.05 |
| Vanguard World FD921910840 | Reduced– | 39,69840,449 | −751−1.9% | $4.03M$4.20M | −$76.2K | 0.4%0.5% | −0.04 |
| JPMJPMorgan Chase & Co | ReducedHistory | 26,74927,504 | −755−2.7% | $3.88M$4.00M | −$109.5K | 0.4%0.4% | −0.03 |
| LKQLKQ Corp | AddedHistory | 77,87277,734 | +138+0.2% | $3.86M$4.53M | +$6.83K | 0.4%0.5% | −0.09 |
| American Centy ETF Tr025072885 | Added– | 51,58949,517 | +2,072+4.2% | $3.78M$3.72M | +$151.8K | 0.4%0.4% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 8,4226,483 | +1,939+29.9% | $3.60M$2.87M | +$828.9K | 0.4%0.3% | +0.07 |
| Schwab US Dividend Equity ETF808524797 | Reduced– | 50,54855,431 | −4,883−8.8% | $3.58M$4.03M | −$345.5K | 0.4%0.4% | −0.06 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 27,27427,747 | −473−1.7% | $3.57M$3.84M | −$61.9K | 0.4%0.4% | −0.04 |
| MRKMerck & Co., Inc. | AddedHistory | 34,46633,241 | +1,225+3.7% | $3.55M$3.84M | +$126.1K | 0.4%0.4% | −0.05 |
| FDXFedEx Corp | AddedHistory | 13,21912,485 | +734+5.9% | $3.50M$3.10M | +$194.4K | 0.4%0.3% | +0.03 |
| Dimensional ETF Trust25434V807 | Reduced– | 104,856104,895 | −390.0% | $3.42M$3.45M | −$1.27K | 0.4%0.4% | −0.02 |
| SPDR Series Trust78464A763 | Reduced– | 27,57629,839 | −2,263−7.6% | $3.17M$3.66M | −$260.3K | 0.3%0.4% | −0.07 |
| iShares Tr464288448 | Reduced– | 124,388125,823 | −1,435−1.1% | $3.16M$3.31M | −$36.4K | 0.3%0.4% | −0.03 |
| RBARB Global Inc. | AddedHistory | 50,17646,076 | +4,100+8.9% | $3.14M$2.76M | +$256.2K | 0.3%0.3% | +0.03 |
| Northern LTS FD Tr IV66538H534 | Added– | 99,39293,291 | +6,101+6.5% | $3.11M$3.07M | +$190.7K | 0.3%0.3% | −0.01 |
| Northern LTS FD Tr IV66538H419 | Added– | 113,97866,709 | +47,269+70.9% | $3.00M$1.85M | +$1.25M | 0.3%0.2% | +0.11 |
| Dimensional ETF Trust25434V872 | Added– | 74,22859,789 | +14,439+24.1% | $3.00M$2.50M | +$582.9K | 0.3%0.3% | +0.04 |
| Janus Detroit STR Tr47103U886 | Added– | 60,47449,603 | +10,871+21.9% | $2.90M$2.37M | +$521.5K | 0.3%0.3% | +0.05 |
| VVisa Inc. | ReducedHistory | 11,54311,584 | −41−0.4% | $2.65M$2.75M | −$9.43K | 0.3%0.3% | −0.02 |
| Vanguard Total World Stock ETF922042742 | Reduced– | 28,49036,550 | −8,060−22.1% | $2.65M$3.54M | −$751.0K | 0.3%0.4% | −0.11 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 15,37812,806 | +2,572+20.1% | $2.57M$1.88M | +$430.5K | 0.3%0.2% | +0.07 |
| WMTWalmart Inc. | ReducedHistory | 15,68415,982 | −298−1.9% | $2.51M$2.51M | −$47.7K | 0.3%0.3% | −0.01 |
| Dimensional U.S. Targeted Value ETF25434V609 | Reduced– | 54,62656,211 | −1,585−2.8% | $2.50M$2.61M | −$72.4K | 0.3%0.3% | −0.02 |
| MASMasco Corp | ReducedHistory | 46,22346,297 | −74−0.2% | $2.47M$2.66M | −$3.96K | 0.3%0.3% | −0.03 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 32,49332,519 | −26−0.1% | $2.47M$2.57M | −$1.98K | 0.3%0.3% | −0.02 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 15,23515,773 | −538−3.4% | $2.43M$2.61M | −$85.8K | 0.3%0.3% | −0.03 |
| QCOMQualcomm Inc | AddedHistory | 21,76720,495 | +1,272+6.2% | $2.42M$2.44M | +$141.3K | 0.3%0.3% | −0.01 |
| DEDeere & Co | AddedHistory | 6,3551,798 | +4,557+253.4% | $2.40M$728.7K | +$1.72M | 0.3%0.1% | +0.17 |
| American Centy ETF Tr025072802 | Added– | 40,72737,629 | +3,098+8.2% | $2.36M$2.17M | +$179.2K | 0.2%0.2% | +0.01 |
| Timothy Plan887432359 | Added– | 67,76220,771 | +46,991+226.2% | $2.34M$747.3K | +$1.62M | 0.2%0.1% | +0.17 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 22,56719,652 | +2,915+14.8% | $2.33M$2.08M | +$301.2K | 0.2%0.2% | +0.02 |
| UHALU-Haul Holding Co | ReducedHistory | 41,61844,326 | −2,708−6.1% | $2.27M$2.45M | −$147.8K | 0.2%0.3% | −0.03 |
| iShares Tr46429B655 | Reduced– | 43,57466,731 | −23,157−34.7% | $2.22M$3.39M | −$1.18M | 0.2%0.4% | −0.14 |
| PANWPalo Alto Networks Inc | AddedHistory | 9,3018,735 | +566+6.5% | $2.18M$2.23M | +$132.7K | 0.2%0.2% | −0.01 |
| American Centy ETF Tr025072562 | Added– | 54,82652,862 | +1,964+3.7% | $2.17M$2.19M | +$77.8K | 0.2%0.2% | −0.01 |
| iShares Tips Bond ETF464287176 | Reduced– | 20,93039,023 | −18,093−46.4% | $2.17M$4.20M | −$1.88M | 0.2%0.5% | −0.23 |
| OXYOccidental Petroleum Corp | ReducedHistory | 32,68936,617 | −3,928−10.7% | $2.12M$2.15M | −$254.8K | 0.2%0.2% | −0.01 |
| iShares Tr464288877 | Added– | 42,85040,018 | +2,832+7.1% | $2.10M$1.96M | +$138.6K | 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.