EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q4 2023 to Q1 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 410
- Est. +$27.8M
- Added
- 1,323
- Est. +$178.7M
- Reduced
- 688
- Est. −$58.1M
- Sold out
- 147
- Est. −$1.21M
Portfolio value went from $1.09B to $1.27B (+$180.3M (+16.5%)); positions from 2,637 to 2,900 (+263).
All Q1 2024 holdingsAll Q4 2023 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2024 and the gray one below is Q4 2023. For stocks that split between the two quarters, Q4 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– | 1,034,891903,776 | +131,115+14.5% | $50.2M$43.3M | +$6.35M | 3.9%4.0% | −0.02 |
| Vanguard Morningstar Growth ETF922908736 | Reduced– | 132,853135,899 | −3,046−2.2% | $43.8M$42.2M | −$1.00M | 3.4%3.9% | −0.42 |
| Vanguard Morningstar Value ETF922908744 | Added– | 274,239221,013 | +53,226+24.1% | $42.9M$33.0M | +$8.33M | 3.4%3.0% | +0.35 |
| AAPLApple Inc. | AddedHistory | 189,604168,526 | +21,078+12.5% | $32.3M$32.4M | +$3.59M | 2.5%3.0% | −0.43 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 335,299229,478 | +105,821+46.1% | $30.8M$21.0M | +$9.71M | 2.4%1.9% | +0.50 |
| IAUiShares Gold Trust | ReducedHistory | 662,721737,368 | −74,647−10.1% | $28.7M$28.8M | −$3.23M | 2.3%2.6% | −0.38 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 123,675120,695 | +2,980+2.5% | $21.7M$20.6M | +$521.7K | 1.7%1.9% | −0.18 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 270,988312,583 | −41,595−13.3% | $20.7M$24.2M | −$3.18M | 1.6%2.2% | −0.58 |
| MSFTMicrosoft Corp | AddedHistory | 50,79446,282 | +4,512+9.7% | $19.8M$17.4M | +$1.76M | 1.6%1.6% | −0.04 |
| Vanguard Health Care ETF92204A504 | Reduced– | 73,72173,927 | −206−0.3% | $18.9M$18.5M | −$52.7K | 1.5%1.7% | −0.21 |
| Vanguard S&P 500 ETF922908363 | Added– | 37,08036,395 | +685+1.9% | $17.1M$15.9M | +$316.1K | 1.3%1.5% | −0.11 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 401,823333,581 | +68,242+20.5% | $16.9M$13.7M | +$2.88M | 1.3%1.3% | +0.08 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 67,68164,880 | +2,801+4.3% | $16.8M$15.4M | +$696.4K | 1.3%1.4% | −0.09 |
| GOOGLAlphabet Inc. | ReducedHistory | 97,03997,230 | −191−0.2% | $15.8M$13.6M | −$31.1K | 1.2%1.2% | 0.00 |
| Elevation Series Trust210322202 | Added– | 567,224456,290 | +110,934+24.3% | $15.7M$12.9M | +$3.07M | 1.2%1.2% | +0.05 |
| Vanguard Total International Bond ETF92203J407 | Added– | 305,136242,803 | +62,333+25.7% | $14.8M$12.0M | +$3.02M | 1.2%1.1% | +0.06 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 190,725151,118 | +39,607+26.2% | $14.5M$11.6M | +$3.01M | 1.1%1.1% | +0.07 |
| FBTCFidelity Wise Origin Bitcoin Fund | NewHistory | 279,1200 | +279,120 | $14.4M$0 | +$14.4M | 1.1%0.0% | +1.13 |
| PGRProgressive Corp | ReducedHistory | 67,58368,554 | −971−1.4% | $14.1M$10.9M | −$202.2K | 1.1%1.0% | +0.11 |
| AMZNAmazon Com Inc | AddedHistory | 79,81370,737 | +9,076+12.8% | $14.0M$10.7M | +$1.59M | 1.1%1.0% | +0.11 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 450,051391,723 | +58,328+14.9% | $13.7M$11.5M | +$1.78M | 1.1%1.0% | +0.03 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 58,58147,077 | +11,504+24.4% | $12.5M$10.0M | +$2.46M | 1.0%0.9% | +0.06 |
| NVDANVIDIA Corp | AddedHistory | 14,18912,404 | +1,785+14.4% | $12.3M$6.14M | +$1.54M | 1.0%0.6% | +0.40 |
| Ea Series Trust02072L532 | Added– | 569,963555,172 | +14,791+2.7% | $11.4M$11.7M | +$295.1K | 0.9%1.1% | −0.17 |
| AVGOBroadcom Inc. | ReducedHistory | 8,0918,177 | −86−1.1% | $10.5M$9.13M | −$111.8K | 0.8%0.8% | −0.01 |
| CVXChevron Corp | AddedHistory | 65,22846,104 | +19,124+41.5% | $10.5M$6.88M | +$3.08M | 0.8%0.6% | +0.20 |
| AMATApplied Materials Inc | AddedHistory | 50,02848,529 | +1,499+3.1% | $9.94M$7.87M | +$297.8K | 0.8%0.7% | +0.06 |
| TSLATesla, Inc. | AddedHistory | 53,99817,923 | +36,075+201.3% | $9.90M$4.45M | +$6.61M | 0.8%0.4% | +0.37 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 216,504196,999 | +19,505+9.9% | $9.57M$9.13M | +$862.5K | 0.8%0.8% | −0.08 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 18,91419,757 | −843−4.3% | $9.54M$9.44M | −$425.2K | 0.7%0.9% | −0.11 |
| GOOGAlphabet Inc. | ReducedHistory | 57,59860,209 | −2,611−4.3% | $9.48M$8.49M | −$429.9K | 0.7%0.8% | −0.03 |
| KKRKKR & Co. Inc. | ReducedHistory | 97,55599,429 | −1,874−1.9% | $9.08M$8.24M | −$174.4K | 0.7%0.8% | −0.04 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 100,23771,731 | +28,506+39.7% | $9.00M$6.12M | +$2.56M | 0.7%0.6% | +0.15 |
| HDHome Depot, Inc. | AddedHistory | 26,09619,725 | +6,371+32.3% | $8.72M$6.84M | +$2.13M | 0.7%0.6% | +0.06 |
| Goldman Sachs ETF Tr381430107 | Added– | 258,350251,699 | +6,651+2.6% | $8.57M$8.22M | +$220.7K | 0.7%0.8% | −0.08 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 150,575118,333 | +32,242+27.2% | $8.42M$6.37M | +$1.80M | 0.7%0.6% | +0.08 |
| iShares Tr464288588 | Added– | 91,43211,407 | +80,025+701.5% | $8.19M$1.07M | +$7.17M | 0.6%0.1% | +0.55 |
| GPKGraphic Packaging Holding Co | AddedHistory | 314,025311,412 | +2,613+0.8% | $8.12M$7.68M | +$67.5K | 0.6%0.7% | −0.06 |
| AZOAutoZone Inc | ReducedHistory | 2,7442,761 | −17−0.6% | $8.11M$7.14M | −$50.3K | 0.6%0.7% | −0.02 |
| AMGNAmgen Inc | AddedHistory | 29,14626,604 | +2,542+9.6% | $7.98M$7.66M | +$696.4K | 0.6%0.7% | −0.07 |
| iShares MSCI Eafe ETF464287465 | Added– | 100,55792,647 | +7,910+8.5% | $7.77M$6.98M | +$611.2K | 0.6%0.6% | −0.03 |
| COPConocoPhillips | AddedHistory | 58,20442,751 | +15,453+36.1% | $7.31M$4.96M | +$1.94M | 0.6%0.5% | +0.12 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 131,455115,885 | +15,570+13.4% | $7.21M$6.02M | +$853.9K | 0.6%0.6% | +0.01 |
| PPGPPG Industries Inc | AddedHistory | 55,48643,869 | +11,617+26.5% | $7.16M$6.56M | +$1.50M | 0.6%0.6% | −0.04 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 99,86196,282 | +3,579+3.7% | $7.02M$6.26M | +$251.7K | 0.6%0.6% | −0.02 |
| METAMeta Platforms, Inc. | AddedHistory | 16,11116,055 | +56+0.3% | $6.93M$5.68M | +$24.1K | 0.5%0.5% | +0.02 |
| COSTCostco Wholesale Corp | AddedHistory | 9,5828,116 | +1,466+18.1% | $6.93M$5.36M | +$1.06M | 0.5%0.5% | +0.05 |
| CRHCRH Public Ltd Co | AddedHistory | 86,025783 | +85,242+10,886.6% | $6.66M$54.2K | +$6.60M | 0.5%<0.1% | +0.52 |
| Vanguard BD Index FDS921937793 | Added– | 95,17773,794 | +21,383+29.0% | $6.49M$5.50M | +$1.46M | 0.5%0.5% | +0.01 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 16,32614,237 | +2,089+14.7% | $6.48M$5.08M | +$828.8K | 0.5%0.5% | +0.04 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 87,78571,595 | +16,190+22.6% | $6.43M$5.47M | +$1.19M | 0.5%0.5% | 0.00 |
| Vanguard Scottsdale FDS92206C706 | Added– | 104,83990,280 | +14,559+16.1% | $6.00M$5.36M | +$832.6K | 0.5%0.5% | −0.02 |
| AMHAmerican Homes 4 Rent | AddedHistory | 162,659136,287 | +26,372+19.4% | $5.82M$4.90M | +$944.1K | 0.5%0.4% | +0.01 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 11,3518,326 | +3,025+36.3% | $5.70M$3.96M | +$1.52M | 0.4%0.4% | +0.09 |
| BXBlackstone Inc. | ReducedHistory | 48,68048,739 | −59−0.1% | $5.68M$6.38M | −$6.88K | 0.4%0.6% | −0.14 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 762,298724,459 | +37,839+5.2% | $5.56M$5.24M | +$276.2K | 0.4%0.5% | −0.04 |
| DHIHorton D R Inc | ReducedHistory | 38,97741,388 | −2,411−5.8% | $5.55M$6.29M | −$343.5K | 0.4%0.6% | −0.14 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 97,79090,197 | +7,593+8.4% | $5.47M$4.96M | +$424.7K | 0.4%0.5% | −0.02 |
| JPMJPMorgan Chase & Co | AddedHistory | 28,48925,512 | +2,977+11.7% | $5.46M$4.34M | +$570.8K | 0.4%0.4% | +0.03 |
| iShares Tr464287721 | Added– | 42,11735,353 | +6,764+19.1% | $5.40M$4.34M | +$866.9K | 0.4%0.4% | +0.03 |
| Dimensional ETF Trust25434V724 | Added– | 134,300126,376 | +7,924+6.3% | $5.23M$4.70M | +$308.6K | 0.4%0.4% | −0.02 |
| Dimensional ETF Trust25434V625 | Added– | 92,66958,840 | +33,829+57.5% | $5.19M$3.15M | +$1.89M | 0.4%0.3% | +0.12 |
| Dimensional ETF Trust25434V401 | Added– | 90,99090,940 | +50+0.1% | $4.97M$4.71M | +$2.73K | 0.4%0.4% | −0.04 |
| IIIVi3 Verticals, Inc. | ReducedHistory | 218,676298,235 | −79,559−26.7% | $4.97M$6.31M | −$1.81M | 0.4%0.6% | −0.19 |
| RBARB Global Inc. | ReducedHistory | 67,34768,322 | −975−1.4% | $4.82M$4.57M | −$69.8K | 0.4%0.4% | −0.04 |
| Timothy Plan887432359 | Added– | 118,28895,823 | +22,465+23.4% | $4.70M$3.66M | +$893.2K | 0.4%0.3% | +0.03 |
| Vanguard World FD921910816 | Reduced– | 16,75917,289 | −530−3.1% | $4.58M$4.49M | −$145.0K | 0.4%0.4% | −0.05 |
| Vanguard World FD921910840 | Reduced– | 39,57940,958 | −1,379−3.4% | $4.56M$4.48M | −$158.7K | 0.4%0.4% | −0.05 |
| Northern LTS FD Tr IV66538H419 | Added– | 148,740139,752 | +8,988+6.4% | $4.35M$4.13M | +$262.6K | 0.3%0.4% | −0.04 |
| PLTRPalantir Technologies Inc. | AddedHistory | 194,8395,823 | +189,016+3,246.0% | $4.28M$100.0K | +$4.15M | 0.3%<0.1% | +0.33 |
| BERYBerry Global Group, Inc. | ReducedHistory | 75,49681,728 | −6,232−7.6% | $4.28M$5.51M | −$353.0K | 0.3%0.5% | −0.17 |
| Schwab US Dividend Equity ETF808524797 | Added– | 55,33647,217 | +8,119+17.2% | $4.26M$3.59M | +$625.1K | 0.3%0.3% | +0.01 |
| CRWDCrowdStrike Holdings, Inc. | ReducedHistory | 14,52415,940 | −1,416−8.9% | $4.25M$4.07M | −$414.2K | 0.3%0.4% | −0.04 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 25,83026,421 | −591−2.2% | $3.85M$3.83M | −$88.1K | 0.3%0.4% | −0.05 |
| VCVisteon Corp | AddedHistory | 34,55411,940 | +22,614+189.4% | $3.82M$1.49M | +$2.50M | 0.3%0.1% | +0.16 |
| Dimensional ETF Trust25434V807 | Reduced– | 105,522106,021 | −499−0.5% | $3.82M$3.64M | −$18.0K | 0.3%0.3% | −0.03 |
| MRKMerck & Co., Inc. | AddedHistory | 29,21827,173 | +2,045+7.5% | $3.78M$2.96M | +$264.3K | 0.3%0.3% | +0.03 |
| Vanguard Whitehall FDS921946810 | Added– | 47,43528,866 | +18,569+64.3% | $3.72M$2.29M | +$1.46M | 0.3%0.2% | +0.08 |
| iShares Russell 1000 Growth ETF464287614 | Added– | 11,3584,450 | +6,908+155.2% | $3.67M$1.35M | +$2.23M | 0.3%0.1% | +0.16 |
| WMTWalmart Inc. | AddedConverted for a 3-for-1 splitHistory | 61,07752,221 | +8,856+17.0% | $3.62M$2.74M | +$525.6K | 0.3%0.3% | +0.03 |
| LKQLKQ Corp | AddedHistory | 83,88080,787 | +3,093+3.8% | $3.62M$3.86M | +$133.4K | 0.3%0.4% | −0.07 |
| Invesco QQQ Trust Series I46090E103 | Added– | 8,4357,713 | +722+9.4% | $3.58M$3.16M | +$306.5K | 0.3%0.3% | −0.01 |
| Timothy Plan887432326 | Added– | 101,43377,801 | +23,632+30.4% | $3.53M$2.58M | +$822.8K | 0.3%0.2% | +0.04 |
| SPDR Series Trust78464A763 | Added– | 27,18425,284 | +1,900+7.5% | $3.46M$3.16M | +$241.8K | 0.3%0.3% | −0.02 |
| iShares Tr46429B655 | Added– | 67,17150,762 | +16,409+32.3% | $3.43M$2.57M | +$838.5K | 0.3%0.2% | +0.03 |
| Pacer US Small Cap Cash Cows ETF69374H857 | Added– | 73,54258,079 | +15,463+26.6% | $3.37M$2.79M | +$709.1K | 0.3%0.3% | +0.01 |
| VVisa Inc. | AddedHistory | 12,34612,279 | +67+0.5% | $3.32M$3.20M | +$18.0K | 0.3%0.3% | −0.03 |
| FDXFedEx Corp | AddedHistory | 12,49612,451 | +45+0.4% | $3.27M$3.15M | +$11.8K | 0.3%0.3% | −0.03 |
| MASMasco Corp | ReducedHistory | 47,14047,453 | −313−0.7% | $3.23M$3.18M | −$21.4K | 0.3%0.3% | −0.04 |
| Janus Detroit STR Tr47103U886 | Reduced– | 66,67067,982 | −1,312−1.9% | $3.22M$3.28M | −$63.5K | 0.3%0.3% | −0.05 |
| Dimensional ETF Trust25434V799 | Added– | 123,58886,622 | +36,966+42.7% | $3.22M$2.21M | +$961.9K | 0.3%0.2% | +0.05 |
| iShares Tr464288448 | Added– | 115,136107,713 | +7,423+6.9% | $3.20M$3.01M | +$206.2K | 0.3%0.3% | −0.02 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 53,59943,954 | +9,645+21.9% | $3.14M$2.62M | +$564.9K | 0.2%0.2% | +0.01 |
| PANWPalo Alto Networks Inc | AddedHistory | 10,41810,188 | +230+2.3% | $3.03M$3.00M | +$66.9K | 0.2%0.3% | −0.04 |
| XOMExxonMobil Holdings Corp | AddedHistory | 24,97312,250 | +12,723+103.9% | $2.95M$1.22M | +$1.50M | 0.2%0.1% | +0.12 |
| Dimensional ETF Trust25434V831 | Added– | 95,05457,149 | +37,905+66.3% | $2.86M$1.64M | +$1.14M | 0.2%0.1% | +0.07 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 54,99254,892 | +100+0.2% | $2.81M$2.87M | +$5.11K | 0.2%0.3% | −0.04 |
| NVONovo Nordisk A S | AddedHistory | 21,76021,739 | +21+0.1% | $2.79M$2.25M | +$2.69K | 0.2%0.2% | +0.01 |
| DEDeere & Co | AddedHistory | 7,0876,069 | +1,018+16.8% | $2.77M$2.43M | +$398.5K | 0.2%0.2% | 0.00 |
| LLYEli Lilly & Co | AddedHistory | 3,5093,089 | +420+13.6% | $2.74M$1.80M | +$328.1K | 0.2%0.2% | +0.05 |
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.