EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2024 to Q2 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 296
- Est. +$11.2M
- Added
- 1,605
- Est. +$167.1M
- Reduced
- 583
- Est. −$32.5M
- Sold out
- 129
- Est. −$4.71M
Portfolio value went from $1.27B to $1.51B (+$233.7M (+18.4%)); positions from 2,900 to 3,067 (+167).
All Q2 2024 holdingsAll Q1 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2024 and the gray one below is Q1 2024. For stocks that split between the two quarters, Q1 2024 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– | 1,119,6381,034,891 | +84,747+8.2% | $57.0M$50.2M | +$4.31M | 3.8%3.9% | −0.16 |
| Vanguard Morningstar Growth ETF922908736 | Added– | 152,512132,853 | +19,659+14.8% | $56.0M$43.8M | +$7.22M | 3.7%3.4% | +0.28 |
| Vanguard Morningstar Value ETF922908744 | Added– | 276,451274,239 | +2,212+0.8% | $46.4M$42.9M | +$371.6K | 3.1%3.4% | −0.29 |
| AAPLApple Inc. | AddedHistory | 206,360189,604 | +16,756+8.8% | $45.8M$32.3M | +$3.72M | 3.0%2.5% | +0.50 |
| IAUiShares Gold Trust | ReducedHistory | 651,369662,721 | −11,352−1.7% | $30.2M$28.7M | −$525.6K | 2.0%2.3% | −0.25 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Reduced– | 272,815335,299 | −62,484−18.6% | $25.0M$30.8M | −$5.74M | 1.7%2.4% | −0.76 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 124,642123,675 | +967+0.8% | $23.7M$21.7M | +$183.5K | 1.6%1.7% | −0.13 |
| MSFTMicrosoft Corp | AddedHistory | 54,25850,794 | +3,464+6.8% | $22.7M$19.8M | +$1.45M | 1.5%1.6% | −0.05 |
| Vanguard S&P 500 ETF922908363 | Added– | 41,52937,080 | +4,449+12.0% | $21.0M$17.1M | +$2.25M | 1.4%1.3% | +0.05 |
| Elevation Series Trust210322202 | Added– | 643,470567,224 | +76,246+13.4% | $19.9M$15.7M | +$2.36M | 1.3%1.2% | +0.09 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 253,443270,988 | −17,545−6.5% | $19.8M$20.7M | −$1.37M | 1.3%1.6% | −0.31 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 440,885401,823 | +39,062+9.7% | $19.5M$16.9M | +$1.73M | 1.3%1.3% | −0.04 |
| NVDANVIDIA Corp | AddedConverted for a 10-for-1 splitHistory | 162,097141,890 | +20,207+14.2% | $19.0M$12.3M | +$2.36M | 1.3%1.0% | +0.30 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 67,60067,681 | −81−0.1% | $18.4M$16.8M | −$22.1K | 1.2%1.3% | −0.10 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 316,414279,120 | +37,294+13.4% | $18.1M$14.4M | +$2.13M | 1.2%1.1% | +0.06 |
| GOOGLAlphabet Inc. | AddedHistory | 105,11697,039 | +8,077+8.3% | $18.0M$15.8M | +$1.39M | 1.2%1.2% | −0.04 |
| Vanguard Health Care ETF92204A504 | Reduced– | 65,24073,721 | −8,481−11.5% | $17.9M$18.9M | −$2.33M | 1.2%1.5% | −0.29 |
| AMZNAmazon Com Inc | AddedHistory | 93,78079,813 | +13,967+17.5% | $17.5M$14.0M | +$2.61M | 1.2%1.1% | +0.07 |
| TSLATesla, Inc. | AddedHistory | 72,19153,998 | +18,193+33.7% | $16.8M$9.90M | +$4.22M | 1.1%0.8% | +0.33 |
| Vanguard Total International Bond ETF92203J407 | Added– | 336,025305,136 | +30,889+10.1% | $16.7M$14.8M | +$1.53M | 1.1%1.2% | −0.05 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 212,632190,725 | +21,907+11.5% | $16.5M$14.5M | +$1.70M | 1.1%1.1% | −0.04 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 456,958450,051 | +6,907+1.5% | $15.2M$13.7M | +$230.2K | 1.0%1.1% | −0.07 |
| PGRProgressive Corp | ReducedHistory | 65,35667,583 | −2,227−3.3% | $14.0M$14.1M | −$476.8K | 0.9%1.1% | −0.18 |
| AVGOBroadcom Inc. | AddedHistory | 81,2258,091 | +73,134+903.9% | $13.1M$10.5M | +$11.8M | 0.9%0.8% | +0.04 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 55,83758,581 | −2,744−4.7% | $13.0M$12.5M | −$640.5K | 0.9%1.0% | −0.12 |
| Ea Series Trust02072L532 | Reduced– | 562,822569,963 | −7,141−1.3% | $12.9M$11.4M | −$164.3K | 0.9%0.9% | −0.03 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 130,120100,237 | +29,883+29.8% | $12.5M$9.00M | +$2.86M | 0.8%0.7% | +0.12 |
| KKRKKR & Co. Inc. | AddedHistory | 99,43197,555 | +1,876+1.9% | $12.3M$9.08M | +$231.6K | 0.8%0.7% | +0.10 |
| CVXChevron Corp | AddedHistory | 72,64965,228 | +7,421+11.4% | $11.7M$10.5M | +$1.19M | 0.8%0.8% | −0.05 |
| iShares Tr464288588 | Added– | 117,76991,432 | +26,337+28.8% | $11.1M$8.19M | +$2.47M | 0.7%0.6% | +0.09 |
| iShares Core S&P 500 ETF464287200 | Added– | 19,39018,914 | +476+2.5% | $10.7M$9.54M | +$263.4K | 0.7%0.7% | −0.04 |
| HDHome Depot, Inc. | AddedHistory | 29,05726,096 | +2,961+11.3% | $10.7M$8.72M | +$1.09M | 0.7%0.7% | +0.02 |
| AMATApplied Materials Inc | ReducedHistory | 49,18350,028 | −845−1.7% | $10.4M$9.94M | −$179.3K | 0.7%0.8% | −0.09 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 221,262216,504 | +4,758+2.2% | $10.3M$9.57M | +$220.6K | 0.7%0.8% | −0.07 |
| GOOGAlphabet Inc. | AddedHistory | 58,22757,598 | +629+1.1% | $10.1M$9.48M | +$108.9K | 0.7%0.7% | −0.08 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 166,356150,575 | +15,781+10.5% | $10.0M$8.42M | +$951.6K | 0.7%0.7% | 0.00 |
| Goldman Sachs ETF Tr381430107 | Added– | 284,382258,350 | +26,032+10.1% | $9.86M$8.57M | +$902.3K | 0.7%0.7% | −0.02 |
| AMGNAmgen Inc | AddedHistory | 29,52029,146 | +374+1.3% | $9.81M$7.98M | +$124.3K | 0.7%0.6% | +0.02 |
| CRHCRH Public Ltd Co | AddedHistory | 111,97286,025 | +25,947+30.2% | $9.60M$6.66M | +$2.22M | 0.6%0.5% | +0.11 |
| GPKGraphic Packaging Holding Co | ReducedHistory | 304,661314,025 | −9,364−3.0% | $9.17M$8.12M | −$281.9K | 0.6%0.6% | −0.03 |
| iShares MSCI Eafe ETF464287465 | Added– | 108,855100,557 | +8,298+8.3% | $8.75M$7.77M | +$666.8K | 0.6%0.6% | −0.03 |
| AZOAutoZone Inc | AddedHistory | 2,7512,744 | +7+0.3% | $8.62M$8.11M | +$21.9K | 0.6%0.6% | −0.07 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 107,46699,861 | +7,605+7.6% | $8.49M$7.02M | +$601.1K | 0.6%0.6% | +0.01 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 18,96116,326 | +2,635+16.1% | $8.31M$6.48M | +$1.16M | 0.6%0.5% | +0.04 |
| COSTCostco Wholesale Corp | AddedHistory | 9,8929,582 | +310+3.2% | $8.13M$6.93M | +$254.8K | 0.5%0.5% | 0.00 |
| BXBlackstone Inc. | AddedHistory | 54,15948,680 | +5,479+11.3% | $7.70M$5.68M | +$778.8K | 0.5%0.4% | +0.07 |
| PLTRPalantir Technologies Inc. | AddedHistory | 281,322194,839 | +86,483+44.4% | $7.56M$4.28M | +$2.33M | 0.5%0.3% | +0.17 |
| Pacer US Cash Cows 100 ETF69374H881 | Reduced– | 130,192131,455 | −1,263−1.0% | $7.53M$7.21M | −$73.0K | 0.5%0.6% | −0.07 |
| Vanguard BD Index FDS921937793 | Added– | 103,09595,177 | +7,918+8.3% | $7.46M$6.49M | +$573.3K | 0.5%0.5% | −0.01 |
| METAMeta Platforms, Inc. | ReducedHistory | 15,69016,111 | −421−2.6% | $7.45M$6.93M | −$199.9K | 0.5%0.5% | −0.05 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 96,13287,785 | +8,347+9.5% | $7.36M$6.43M | +$639.5K | 0.5%0.5% | −0.02 |
| Vanguard Scottsdale FDS92206C706 | Added– | 120,051104,839 | +15,212+14.5% | $7.13M$6.00M | +$903.9K | 0.5%0.5% | 0.00 |
| DHIHorton D R Inc | ReducedHistory | 38,69138,977 | −286−0.7% | $6.96M$5.55M | −$51.5K | 0.5%0.4% | +0.03 |
| COPConocoPhillips | AddedHistory | 62,47058,204 | +4,266+7.3% | $6.95M$7.31M | +$474.4K | 0.5%0.6% | −0.11 |
| iShares Tr464287721 | Added– | 47,19442,117 | +5,077+12.1% | $6.91M$5.40M | +$742.9K | 0.5%0.4% | +0.03 |
| PPGPPG Industries Inc | ReducedHistory | 53,80055,486 | −1,686−3.0% | $6.83M$7.16M | −$214.1K | 0.5%0.6% | −0.11 |
| JPMJPMorgan Chase & Co | AddedHistory | 31,58728,489 | +3,098+10.9% | $6.72M$5.46M | +$659.2K | 0.4%0.4% | +0.02 |
| AMHAmerican Homes 4 Rent | AddedHistory | 186,036162,659 | +23,377+14.4% | $6.71M$5.82M | +$843.7K | 0.4%0.5% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 12,01811,351 | +667+5.9% | $6.62M$5.70M | +$367.4K | 0.4%0.4% | −0.01 |
| Dimensional ETF Trust25434V625 | Added– | 104,65592,669 | +11,986+12.9% | $6.41M$5.19M | +$734.5K | 0.4%0.4% | +0.02 |
| Vanguard Whitehall FDS921946810 | Added– | 75,21547,435 | +27,780+58.6% | $6.38M$3.72M | +$2.36M | 0.4%0.3% | +0.13 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 106,19997,790 | +8,409+8.6% | $6.10M$5.47M | +$483.4K | 0.4%0.4% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | Added– | 17,03311,358 | +5,675+50.0% | $6.10M$3.67M | +$2.03M | 0.4%0.3% | +0.12 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 798,490762,298 | +36,192+4.7% | $5.77M$5.56M | +$261.7K | 0.4%0.4% | −0.05 |
| Timothy Plan887432359 | Added– | 126,929118,288 | +8,641+7.3% | $5.37M$4.70M | +$365.3K | 0.4%0.4% | −0.01 |
| RBARB Global Inc. | ReducedHistory | 67,16367,347 | −184−0.3% | $5.35M$4.82M | −$14.7K | 0.4%0.4% | −0.02 |
| Dimensional ETF Trust25434V401 | Reduced– | 89,19090,990 | −1,800−2.0% | $5.34M$4.97M | −$107.8K | 0.4%0.4% | −0.04 |
| Northern LTS FD Tr IV66538H419 | Added– | 173,324148,740 | +24,584+16.5% | $5.29M$4.35M | +$750.8K | 0.4%0.3% | +0.01 |
| Dimensional ETF Trust25434V724 | Reduced– | 125,910134,300 | −8,390−6.2% | $5.20M$5.23M | −$346.6K | 0.3%0.4% | −0.07 |
| WMTWalmart Inc. | AddedHistory | 72,34561,077 | +11,268+18.4% | $4.97M$3.62M | +$773.4K | 0.3%0.3% | +0.04 |
| Vanguard World FD921910840 | Reduced– | 39,29539,579 | −284−0.7% | $4.87M$4.56M | −$35.2K | 0.3%0.4% | −0.03 |
| Vanguard World FD921910816 | Reduced– | 15,68016,759 | −1,079−6.4% | $4.81M$4.58M | −$331.3K | 0.3%0.4% | −0.04 |
| Schwab US Dividend Equity ETF808524797 | Added– | 58,04555,336 | +2,709+4.9% | $4.79M$4.26M | +$223.7K | 0.3%0.3% | −0.02 |
| IIIVi3 Verticals, Inc. | ReducedHistory | 193,676218,676 | −25,000−11.4% | $4.75M$4.97M | −$612.8K | 0.3%0.4% | −0.08 |
| Dimensional ETF Trust25434V831 | Added– | 137,43095,054 | +42,376+44.6% | $4.47M$2.86M | +$1.38M | 0.3%0.2% | +0.07 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 65,79953,599 | +12,200+22.8% | $4.30M$3.14M | +$797.0K | 0.3%0.2% | +0.04 |
| VVisa Inc. | AddedHistory | 15,63012,346 | +3,284+26.6% | $4.15M$3.32M | +$872.5K | 0.3%0.3% | +0.02 |
| Timothy Plan887432326 | Added– | 112,906101,433 | +11,473+11.3% | $4.15M$3.53M | +$421.6K | 0.3%0.3% | 0.00 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Added– | 25,97525,830 | +145+0.6% | $4.14M$3.85M | +$23.1K | 0.3%0.3% | −0.03 |
| iShares Russell 1000 Value ETF464287598 | Added– | 22,39215,654 | +6,738+43.0% | $4.11M$2.68M | +$1.24M | 0.3%0.2% | +0.06 |
| Northern LTS FD Tr IV66538H534 | Added– | 102,49369,365 | +33,128+47.8% | $4.00M$2.54M | +$1.29M | 0.3%0.2% | +0.07 |
| VCVisteon Corp | ReducedHistory | 34,24534,554 | −309−0.9% | $3.96M$3.82M | −$35.7K | 0.3%0.3% | −0.04 |
| Dimensional ETF Trust25434V807 | Reduced– | 104,598105,522 | −924−0.9% | $3.90M$3.82M | −$34.4K | 0.3%0.3% | −0.04 |
| FDXFedEx Corp | AddedHistory | 12,72812,496 | +232+1.9% | $3.85M$3.27M | +$70.1K | 0.3%0.3% | 0.00 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 8,1578,435 | −278−3.3% | $3.84M$3.58M | −$131.0K | 0.3%0.3% | −0.03 |
| SPDR Series Trust78464A763 | Added– | 28,44127,184 | +1,257+4.6% | $3.83M$3.46M | +$169.5K | 0.3%0.3% | −0.02 |
| Pacer US Small Cap Cash Cows ETF69374H857 | Added– | 76,57573,542 | +3,033+4.1% | $3.72M$3.37M | +$147.5K | 0.2%0.3% | −0.02 |
| PANWPalo Alto Networks Inc | AddedHistory | 11,36410,418 | +946+9.1% | $3.69M$3.03M | +$307.2K | 0.2%0.2% | +0.01 |
| MASMasco Corp | ReducedHistory | 46,98647,140 | −154−0.3% | $3.66M$3.23M | −$12.0K | 0.2%0.3% | −0.01 |
| iShares Tr46429B655 | Added– | 70,86767,171 | +3,696+5.5% | $3.62M$3.43M | +$188.9K | 0.2%0.3% | −0.03 |
| Dimensional ETF Trust25434V799 | Added– | 133,185123,588 | +9,597+7.8% | $3.62M$3.22M | +$260.7K | 0.2%0.3% | −0.01 |
| LKQLKQ Corp | AddedHistory | 85,40383,880 | +1,523+1.8% | $3.54M$3.62M | +$63.2K | 0.2%0.3% | −0.05 |
| XOMExxonMobil Holdings Corp | AddedHistory | 29,46024,973 | +4,487+18.0% | $3.49M$2.95M | +$532.1K | 0.2%0.2% | 0.00 |
| MARAMARA Holdings, Inc. | AddedHistory | 177,507157,449 | +20,058+12.7% | $3.49M$2.53M | +$394.5K | 0.2%0.2% | +0.03 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 14,92814,524 | +404+2.8% | $3.46M$4.25M | +$93.7K | 0.2%0.3% | −0.10 |
| iShares Tr464288448 | Added– | 117,416115,136 | +2,280+2.0% | $3.40M$3.20M | +$66.1K | 0.2%0.3% | −0.03 |
| MRKMerck & Co., Inc. | AddedHistory | 29,62129,218 | +403+1.4% | $3.35M$3.78M | +$45.6K | 0.2%0.3% | −0.07 |
| Capital Group Growth ETF14020G101 | Added– | 99,99936,254 | +63,745+175.8% | $3.28M$1.10M | +$2.09M | 0.2%0.1% | +0.13 |
| NVONovo Nordisk A S | AddedHistory | 23,79821,760 | +2,038+9.4% | $3.16M$2.79M | +$270.3K | 0.2%0.2% | −0.01 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 55,03454,992 | +42+0.1% | $3.14M$2.81M | +$2.40K | 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.