EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q3 2023 to Q4 2023
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 300
- Est. +$23.1M
- Added
- 1,123
- Est. +$95.4M
- Reduced
- 723
- Est. −$59.9M
- Sold out
- 158
- Est. −$2.30M
Portfolio value went from $942.9M to $1.09B (+$148.9M (+15.8%)); positions from 2,495 to 2,637 (+142).
All Q4 2023 holdingsAll Q3 2023 holdings
In the shares, value and % of portfolio columns, the top figure is Q4 2023 and the gray one below is Q3 2023. For stocks that split between the two quarters, Q3 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– | 903,776841,267 | +62,509+7.4% | $43.3M$36.8M | +$2.99M | 4.0%3.9% | +0.06 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 135,899121,195 | +14,704+12.1% | $42.2M$33.0M | +$4.57M | 3.9%3.5% | +0.37 |
| Vanguard Morningstar Value ETF922908744 | Added– | 221,013192,505 | +28,508+14.8% | $33.0M$26.6M | +$4.26M | 3.0%2.8% | +0.21 |
| AAPLApple Inc. | AddedHistory | 168,526164,956 | +3,570+2.2% | $32.4M$28.2M | +$687.3K | 3.0%3.0% | −0.02 |
| IAUiShares Gold Trust | AddedHistory | 737,368436,871 | +300,497+68.8% | $28.8M$15.3M | +$11.7M | 2.6%1.6% | +1.01 |
| Vanguard Scottsdale FDS92206C409 | Added– | 312,583292,607 | +19,976+6.8% | $24.2M$22.0M | +$1.55M | 2.2%2.3% | −0.12 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 229,478161,660 | +67,818+42.0% | $21.0M$14.8M | +$6.20M | 1.9%1.6% | +0.35 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 120,695120,316 | +379+0.3% | $20.6M$18.7M | +$64.6K | 1.9%2.0% | −0.10 |
| Vanguard Health Care ETF92204A504 | Added– | 73,92772,523 | +1,404+1.9% | $18.5M$17.1M | +$352.0K | 1.7%1.8% | −0.11 |
| MSFTMicrosoft Corp | AddedHistory | 46,28243,848 | +2,434+5.6% | $17.4M$13.8M | +$915.3K | 1.6%1.5% | +0.13 |
| Vanguard S&P 500 ETF922908363 | Added– | 36,39536,175 | +220+0.6% | $15.9M$14.2M | +$96.1K | 1.5%1.5% | −0.05 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 64,88071,367 | −6,487−9.1% | $15.4M$15.2M | −$1.54M | 1.4%1.6% | −0.20 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 333,581306,183 | +27,398+8.9% | $13.7M$12.0M | +$1.13M | 1.3%1.3% | −0.02 |
| GOOGLAlphabet Inc. | AddedHistory | 97,23093,067 | +4,163+4.5% | $13.6M$12.2M | +$581.5K | 1.2%1.3% | −0.05 |
| Elevation Series Trust210322202 | New– | 456,2900 | +456,290 | $12.9M$0 | +$12.9M | 1.2%0.0% | +1.19 |
| Vanguard Total International Bond ETF92203J407 | Added– | 242,803215,854 | +26,949+12.5% | $12.0M$10.3M | +$1.33M | 1.1%1.1% | 0.00 |
| Ea Series Trust02072L532 | Added– | 555,172546,405 | +8,767+1.6% | $11.7M$9.98M | +$184.2K | 1.1%1.1% | +0.01 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 151,118134,088 | +17,030+12.7% | $11.6M$10.1M | +$1.31M | 1.1%1.1% | 0.00 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Reduced– | 391,723481,618 | −89,895−18.7% | $11.5M$12.6M | −$2.63M | 1.0%1.3% | −0.29 |
| PGRProgressive Corp | ReducedHistory | 68,55468,574 | −200.0% | $10.9M$9.55M | −$3.19K | 1.0%1.0% | −0.01 |
| AMZNAmazon Com Inc | AddedHistory | 70,73766,388 | +4,349+6.6% | $10.7M$8.44M | +$660.8K | 1.0%0.9% | +0.09 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 47,07745,551 | +1,526+3.4% | $10.0M$8.61M | +$325.5K | 0.9%0.9% | +0.01 |
| iShares Core S&P 500 ETF464287200 | Added– | 19,75715,646 | +4,111+26.3% | $9.44M$6.72M | +$1.96M | 0.9%0.7% | +0.15 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 196,999189,787 | +7,212+3.8% | $9.13M$8.31M | +$334.3K | 0.8%0.9% | −0.04 |
| AVGOBroadcom Inc. | AddedHistory | 8,1777,994 | +183+2.3% | $9.13M$6.64M | +$204.3K | 0.8%0.7% | +0.13 |
| GOOGAlphabet Inc. | ReducedHistory | 60,20961,098 | −889−1.5% | $8.49M$8.06M | −$125.3K | 0.8%0.9% | −0.08 |
| KKRKKR & Co. Inc. | ReducedHistory | 99,429103,531 | −4,102−4.0% | $8.24M$6.38M | −$339.9K | 0.8%0.7% | +0.08 |
| Goldman Sachs ETF Tr381430107 | Added– | 251,699250,244 | +1,455+0.6% | $8.22M$7.51M | +$47.5K | 0.8%0.8% | −0.04 |
| AMATApplied Materials Inc | AddedHistory | 48,52946,982 | +1,547+3.3% | $7.87M$6.50M | +$250.7K | 0.7%0.7% | +0.03 |
| GPKGraphic Packaging Holding Co | AddedHistory | 311,412292,681 | +18,731+6.4% | $7.68M$6.52M | +$461.7K | 0.7%0.7% | +0.01 |
| AMGNAmgen Inc | ReducedHistory | 26,60426,824 | −220−0.8% | $7.66M$7.21M | −$63.4K | 0.7%0.8% | −0.06 |
| JBHTHunt J B Transport Services Inc | ReducedHistory | 35,83336,442 | −609−1.7% | $7.16M$6.87M | −$121.6K | 0.7%0.7% | −0.07 |
| AZOAutoZone Inc | AddedHistory | 2,7612,751 | +10+0.4% | $7.14M$6.99M | +$25.9K | 0.7%0.7% | −0.09 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 92,647111,934 | −19,287−17.2% | $6.98M$7.71M | −$1.45M | 0.6%0.8% | −0.18 |
| CVXChevron Corp | AddedHistory | 46,10443,952 | +2,152+4.9% | $6.88M$7.41M | +$321.0K | 0.6%0.8% | −0.16 |
| HDHome Depot, Inc. | ReducedHistory | 19,72519,894 | −169−0.8% | $6.84M$6.01M | −$58.6K | 0.6%0.6% | −0.01 |
| PPGPPG Industries Inc | AddedHistory | 43,86941,588 | +2,281+5.5% | $6.56M$5.40M | +$341.1K | 0.6%0.6% | +0.03 |
| BXBlackstone Inc. | ReducedHistory | 48,73953,258 | −4,519−8.5% | $6.38M$5.71M | −$591.6K | 0.6%0.6% | −0.02 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 118,33399,605 | +18,728+18.8% | $6.37M$4.93M | +$1.01M | 0.6%0.5% | +0.06 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 298,235298,235 | 00.0% | $6.31M$6.30M | $0 | 0.6%0.7% | −0.09 |
| DHIHorton D R Inc | ReducedHistory | 41,38843,333 | −1,945−4.5% | $6.29M$4.66M | −$295.6K | 0.6%0.5% | +0.08 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Reduced– | 96,282109,491 | −13,209−12.1% | $6.26M$6.49M | −$859.4K | 0.6%0.7% | −0.11 |
| NVDANVIDIA Corp | AddedHistory | 12,40411,344 | +1,060+9.3% | $6.14M$4.93M | +$525.0K | 0.6%0.5% | +0.04 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 71,73161,684 | +10,047+16.3% | $6.12M$4.82M | +$857.4K | 0.6%0.5% | +0.05 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 115,885100,229 | +15,656+15.6% | $6.02M$4.95M | +$814.0K | 0.6%0.5% | +0.03 |
| METAMeta Platforms, Inc. | AddedHistory | 16,05514,175 | +1,880+13.3% | $5.68M$4.26M | +$665.4K | 0.5%0.5% | +0.07 |
| BERYBerry Global Group, Inc. | AddedHistory | 81,72878,197 | +3,531+4.5% | $5.51M$4.84M | +$238.0K | 0.5%0.5% | −0.01 |
| Vanguard BD Index FDS921937793 | Added– | 73,79465,489 | +8,305+12.7% | $5.50M$4.39M | +$619.4K | 0.5%0.5% | +0.04 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 71,59565,708 | +5,887+9.0% | $5.47M$4.75M | +$449.6K | 0.5%0.5% | 0.00 |
| COSTCostco Wholesale Corp | ReducedHistory | 8,1168,226 | −110−1.3% | $5.36M$4.65M | −$72.6K | 0.5%0.5% | 0.00 |
| Vanguard Scottsdale FDS92206C706 | Added– | 90,28083,388 | +6,892+8.3% | $5.36M$4.77M | +$408.8K | 0.5%0.5% | −0.01 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 724,459674,961 | +49,498+7.3% | $5.24M$4.45M | +$357.9K | 0.5%0.5% | +0.01 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 14,23712,713 | +1,524+12.0% | $5.08M$4.45M | +$543.5K | 0.5%0.5% | −0.01 |
| COPConocoPhillips | ReducedHistory | 42,75145,921 | −3,170−6.9% | $4.96M$5.50M | −$367.9K | 0.5%0.6% | −0.13 |
| J P Morgan Exchange Traded F46641Q332 | Reduced– | 90,19797,024 | −6,827−7.0% | $4.96M$5.20M | −$375.3K | 0.5%0.6% | −0.10 |
| AMHAmerican Homes 4 Rent | AddedHistory | 136,287135,180 | +1,107+0.8% | $4.90M$4.55M | +$39.8K | 0.4%0.5% | −0.03 |
| Dimensional ETF Trust25434V401 | Reduced– | 90,94091,425 | −485−0.5% | $4.71M$4.26M | −$25.1K | 0.4%0.5% | −0.02 |
| Dimensional ETF Trust25434V724 | Added– | 126,376126,347 | +290.0% | $4.70M$4.30M | +$1.08K | 0.4%0.5% | −0.03 |
| RBARB Global Inc. | AddedHistory | 68,32250,176 | +18,146+36.2% | $4.57M$3.14M | +$1.21M | 0.4%0.3% | +0.09 |
| Vanguard World FD921910816 | Reduced– | 17,28917,947 | −658−3.7% | $4.49M$4.07M | −$170.8K | 0.4%0.4% | −0.02 |
| Vanguard World FD921910840 | Added– | 40,95839,698 | +1,260+3.2% | $4.48M$4.03M | +$137.8K | 0.4%0.4% | −0.02 |
| TSLATesla, Inc. | AddedHistory | 17,92317,207 | +716+4.2% | $4.45M$4.31M | +$177.9K | 0.4%0.5% | −0.05 |
| CCKCrown Holdings, Inc. | ReducedHistory | 47,33249,258 | −1,926−3.9% | $4.36M$4.36M | −$177.4K | 0.4%0.5% | −0.06 |
| JPMJPMorgan Chase & Co | ReducedHistory | 25,51226,749 | −1,237−4.6% | $4.34M$3.88M | −$210.4K | 0.4%0.4% | −0.01 |
| iShares Tr464287721 | Added– | 35,35317,968 | +17,385+96.8% | $4.34M$1.89M | +$2.13M | 0.4%0.2% | +0.20 |
| American Centy ETF Tr025072885 | Reduced– | 50,73351,589 | −856−1.7% | $4.14M$3.78M | −$69.8K | 0.4%0.4% | −0.02 |
| Northern LTS FD Tr IV66538H419 | Added– | 139,752113,978 | +25,774+22.6% | $4.13M$3.00M | +$761.1K | 0.4%0.3% | +0.06 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 15,94015,378 | +562+3.7% | $4.07M$2.57M | +$143.5K | 0.4%0.3% | +0.10 |
| SPYSPDR S&P 500 ETF Trust | ReducedHistory | 8,3268,422 | −96−1.1% | $3.96M$3.60M | −$45.6K | 0.4%0.4% | −0.02 |
| LKQLKQ Corp | AddedHistory | 80,78777,872 | +2,915+3.7% | $3.86M$3.86M | +$139.3K | 0.4%0.4% | −0.06 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 26,42127,274 | −853−3.1% | $3.83M$3.57M | −$123.7K | 0.4%0.4% | −0.03 |
| Northern LTS FD Tr IV66538H534 | Added– | 109,77799,392 | +10,385+10.4% | $3.83M$3.11M | +$362.4K | 0.4%0.3% | +0.02 |
| Timothy Plan887432359 | Added– | 95,82367,762 | +28,061+41.4% | $3.66M$2.34M | +$1.07M | 0.3%0.2% | +0.09 |
| Dimensional ETF Trust25434V807 | Added– | 106,021104,856 | +1,165+1.1% | $3.64M$3.42M | +$40.0K | 0.3%0.4% | −0.03 |
| Schwab US Dividend Equity ETF808524797 | Reduced– | 47,21750,548 | −3,331−6.6% | $3.59M$3.58M | −$253.6K | 0.3%0.4% | −0.05 |
| Dimensional ETF Trust25434V872 | Added– | 84,75974,228 | +10,531+14.2% | $3.59M$3.00M | +$446.5K | 0.3%0.3% | +0.01 |
| Janus Detroit STR Tr47103U886 | Added– | 67,98260,474 | +7,508+12.4% | $3.28M$2.90M | +$362.8K | 0.3%0.3% | −0.01 |
| VVisa Inc. | AddedHistory | 12,27911,543 | +736+6.4% | $3.20M$2.65M | +$191.6K | 0.3%0.3% | +0.01 |
| MASMasco Corp | AddedHistory | 47,45346,223 | +1,230+2.7% | $3.18M$2.47M | +$82.4K | 0.3%0.3% | +0.03 |
| Vanguard Total World Stock ETF922042742 | Added– | 30,82628,490 | +2,336+8.2% | $3.17M$2.65M | +$240.3K | 0.3%0.3% | +0.01 |
| SPDR Series Trust78464A763 | Reduced– | 25,28427,576 | −2,292−8.3% | $3.16M$3.17M | −$286.4K | 0.3%0.3% | −0.05 |
| Invesco QQQ Trust Series I46090E103 | Added– | 7,7134,441 | +3,272+73.7% | $3.16M$1.59M | +$1.34M | 0.3%0.2% | +0.12 |
| FDXFedEx Corp | ReducedHistory | 12,45113,219 | −768−5.8% | $3.15M$3.50M | −$194.3K | 0.3%0.4% | −0.08 |
| Dimensional ETF Trust25434V625 | New– | 58,8400 | +58,840 | $3.15M$0 | +$3.15M | 0.3%0.0% | +0.29 |
| iShares Tr464288448 | Reduced– | 107,713124,388 | −16,675−13.4% | $3.01M$3.16M | −$466.7K | 0.3%0.3% | −0.06 |
| PANWPalo Alto Networks Inc | AddedHistory | 10,1889,301 | +887+9.5% | $3.00M$2.18M | +$261.6K | 0.3%0.2% | +0.04 |
| MRKMerck & Co., Inc. | ReducedHistory | 27,17334,466 | −7,293−21.2% | $2.96M$3.55M | −$795.1K | 0.3%0.4% | −0.10 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 54,89254,626 | +266+0.5% | $2.87M$2.50M | +$13.9K | 0.3%0.3% | 0.00 |
| Pacer US Small Cap Cash Cows ETF69374H857 | Added– | 58,07942,873 | +15,206+35.5% | $2.79M$1.79M | +$730.3K | 0.3%0.2% | +0.07 |
| American Centy ETF Tr025072802 | Added– | 44,05340,727 | +3,326+8.2% | $2.75M$2.36M | +$207.8K | 0.3%0.2% | 0.00 |
| WMTWalmart Inc. | AddedHistory | 17,40715,684 | +1,723+11.0% | $2.74M$2.51M | +$271.6K | 0.3%0.3% | −0.01 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 43,95428,941 | +15,013+51.9% | $2.62M$1.52M | +$895.1K | 0.2%0.2% | +0.08 |
| ABTAbbott Laboratories | AddedHistory | 23,69721,369 | +2,328+10.9% | $2.61M$2.07M | +$256.2K | 0.2%0.2% | +0.02 |
| Timothy Plan887432326 | Added– | 77,80161,469 | +16,332+26.6% | $2.58M$1.88M | +$540.9K | 0.2%0.2% | +0.04 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 14,30515,235 | −930−6.1% | $2.57M$2.43M | −$167.4K | 0.2%0.3% | −0.02 |
| iShares Tr46429B655 | Added– | 50,76243,574 | +7,188+16.5% | $2.57M$2.22M | +$363.9K | 0.2%0.2% | 0.00 |
| DEDeere & Co | ReducedHistory | 6,0696,355 | −286−4.5% | $2.43M$2.40M | −$114.4K | 0.2%0.3% | −0.03 |
| Northern LTS FD Tr IV66538H641 | Added– | 67,44963,941 | +3,508+5.5% | $2.34M$1.94M | +$121.7K | 0.2%0.2% | +0.01 |
| American Centy ETF Tr025072562 | Added– | 55,23154,826 | +405+0.7% | $2.31M$2.17M | +$16.9K | 0.2%0.2% | −0.02 |
| KNXKnight-Swift Transportation Holdings Inc. | AddedHistory | 40,07439,865 | +209+0.5% | $2.31M$2.00M | +$12.0K | 0.2%0.2% | 0.00 |
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.