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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
3,067
+167 vs. Q1 2024
Portfolio value
$1.51B
+$233.7M (+18.4%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard High Dividend Yield Index ETF921946406ETF24,623$3.06M0.2%+6,901+38.9%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS51,461$3.01M0.2%+14,820+40.4%Added–
American Centy ETF Tr025072802INTL SMCP VLU43,124$2.93M0.2%+2,705+6.7%Added–
DEDeere & CoStock7,837$2.92M0.2%+750+10.6%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD63,115$2.91M0.2%+42,115+200.5%Added–
LLYEli Lilly & CoStock3,618$2.91M0.2%+109+3.1%AddedHistory
JNJJohnson & JohnsonStock18,396$2.90M0.2%+3,887+26.8%AddedHistory
NFLXNetflix IncStock4,614$2.90M0.2%+337+7.9%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF14,246$2.83M0.2%+85+0.6%Added–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF57,861$2.82M0.2%−8,809−13.2%Reduced–
iShares Tr464287275GBL COMM SVC ETF31,733$2.77M0.2%+31,733New–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM120,018$2.72M0.2%+52,698+78.3%Added–
ABTAbbott LaboratoriesStock24,814$2.63M0.2%+1,107+4.7%AddedHistory
SFBSServisFirst Bancshares, Inc.COM31,929$2.56M0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock4,936$2.51M0.2%+517+11.7%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF14,349$2.46M0.2%+2,564+21.8%Added–
MAMastercard IncStock5,272$2.44M0.2%+320+6.5%AddedHistory
CLHClean Harbors IncCOM10,223$2.44M0.2%−260−2.5%ReducedHistory
Vanguard Total World Stock ETF922042742ETF21,239$2.44M0.2%+618+3.0%Added–
Timothy Plan887432342U S SM CP CORE60,979$2.39M0.2%+2,252+3.8%Added–
PGProcter & Gamble CoStock14,632$2.35M0.2%+3,932+36.7%AddedHistory
iShares Tr464288877EAFE VALUE ETF41,971$2.32M0.2%+1,785+4.4%Added–
TJXTJX Companies IncStock19,705$2.23M0.1%+517+2.7%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF17,187$2.20M0.1%+6,084+54.8%Added–
iShares Tr464288414NATIONAL MUN ETF20,417$2.20M0.1%+3,778+22.7%Added–
MCDMcDonalds CorpStock8,138$2.16M0.1%+639+8.5%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF19,452$2.16M0.1%+8,695+80.8%Added–
iShares S&P 500 Growth ETF464287309ETF23,552$2.15M0.1%+7,591+47.6%Added–
SOSouthern CoStock25,356$2.12M0.1%−117−0.5%ReducedHistory
ORCLOracle CorpStock14,970$2.09M0.1%+2,540+20.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF32,672$2.02M0.1%+2,532+8.4%Added–
KNXKnight-Swift Transportation Holdings Inc.CL A37,011$2.01M0.1%−2,341−5.9%ReducedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT56,757$1.99M0.1%−705−1.2%Reduced–
GLDSPDR Gold TrustETF8,735$1.98M0.1%+1,240+16.5%AddedHistory
BRK.ABerkshire Hathaway IncCL A3$1.98M0.1%00.0%UnchangedHistory
BACBank of America CorpStock48,718$1.96M0.1%−20,953−30.1%ReducedHistory
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID50,281$1.93M0.1%+12,643+33.6%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF73,526$1.91M0.1%+1,826+2.5%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW20,409$1.88M0.1%+9,928+94.7%Added–
BERYBerry Global Group, Inc.COM28,261$1.86M0.1%−47,235−62.6%ReducedHistory
OXYOccidental Petroleum CorpStock30,354$1.85M0.1%−4,037−11.7%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN30,634$1.84M0.1%+5,461+21.7%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF22,511$1.84M0.1%−2,762−10.9%Reduced–
Dimensional ETF Trust25434V765INTL HIGH PROFIT68,016$1.83M0.1%+16,864+33.0%Added–
WSOWatsco IncCOM3,709$1.82M0.1%+335+9.9%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF10,439$1.79M0.1%+4,149+66.0%Added–
PNFPPinnacle Financial Partners, Inc.COM17,876$1.72M0.1%+221+1.3%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999103,169$1.72M0.1%−9,090−8.1%ReducedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF33,228$1.70M0.1%+4,318+14.9%Added–
LMTLockheed Martin CorpStock3,020$1.64M0.1%+1,895+168.4%AddedHistory
CRMSalesforce, Inc.Stock6,315$1.63M0.1%+411+7.0%AddedHistory
Dimensional ETF Trust25434V732EMERGING MKTS CO60,023$1.61M0.1%+3,259+5.7%Added–
ABBVAbbVie Inc.Stock8,662$1.61M0.1%+1,857+27.3%AddedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD60,483$1.58M0.1%+30,706+103.1%Added–
CACCCredit Acceptance CorpCOM2,743$1.58M0.1%+2,741+137,050.0%AddedHistory
PEPPepsiCo IncStock8,979$1.55M0.1%+608+7.3%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF23,381$1.51M0.1%+12,553+115.9%Added–
UNHUnitedHealth Group IncStock2,622$1.51M0.1%+193+7.9%AddedHistory
ACNAccenture plcStock4,493$1.49M0.1%+589+15.1%AddedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL18,081$1.45M0.1%+7,889+77.4%Added–
iShares Tr464288158SHRT NAT MUN ETF13,804$1.45M0.1%−10.0%Reduced–
FANGDiamondback Energy, Inc.Stock7,162$1.45M0.1%+5,019+234.2%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF11,941$1.45M0.1%+2,658+28.6%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT30,583$1.45M0.1%+17,964+142.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF19,243$1.44M0.1%−762−3.8%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,143$1.43M0.1%+201+3.4%Added–
MSTRStrategy IncStock884$1.43M0.1%+803+991.4%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF5,011$1.42M0.1%+1,907+61.4%Added–
LINLinde PLCStock3,134$1.42M0.1%+727+30.2%AddedHistory
RTXRTX CorpStock11,926$1.40M0.1%+1,368+13.0%AddedHistory
CATCaterpillar IncStock3,967$1.37M0.1%−96−2.4%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF32,384$1.37M0.1%−12,660−28.1%Reduced–
iShares Tr4642886613 7 YR TREAS BD11,460$1.35M0.1%+1,764+18.2%Added–
AMDAdvanced Micro Devices IncStock9,332$1.35M0.1%+666+7.7%AddedHistory
ADBEAdobe Inc.Stock2,437$1.34M0.1%−1,198−33.0%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF2,356$1.33M0.1%−579−19.7%ReducedHistory
SCHWSchwab Charles CorpStock20,353$1.33M0.1%−2,576−11.2%ReducedHistory
WPCW. P. Carey Inc.COM22,819$1.32M0.1%+9,353+69.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,625$1.31M0.1%+1,435+23.2%Added–
iShares Russell 2000 ETF464287655ETF5,772$1.29M0.1%+300+5.5%Added–
HALHalliburton CoStock36,886$1.28M0.1%−70−0.2%ReducedHistory
DUKDuke Energy CORPStock11,675$1.28M0.1%+3,490+42.6%AddedHistory
MPCMarathon Petroleum CorpStock7,165$1.27M0.1%+61+0.9%AddedHistory
WFCWells Fargo & CompanyStock21,198$1.26M0.1%+2,876+15.7%AddedHistory
QCOMQualcomm IncStock6,879$1.24M0.1%+1,187+20.9%AddedHistory
BABoeing CoStock6,516$1.24M0.1%+786+13.7%AddedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF23,495$1.24M0.1%+251+1.1%Added–
Vanguard Star FDS921909768VG TL INTL STK F19,934$1.23M0.1%+1,103+5.9%Added–
CMCSAComcast CorpStock29,725$1.23M0.1%+1,484+5.3%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR7,358$1.22M0.1%−434−5.6%ReducedHistory
MSMorgan StanleyStock11,787$1.22M0.1%+115+1.0%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF12,944$1.21M0.1%+731+6.0%Added–
iShares Core S&P Small Cap ETF464287804ETF10,138$1.20M0.1%+839+9.0%Added–
Schwab Strategic Tr808524862SHT TM US TRES24,351$1.18M0.1%+6,948+39.9%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF24,588$1.16M0.1%−864−3.4%Reduced–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD49,029$1.16M0.1%+37,979+343.7%Added–
BlackRock ETF Trust09290C509ISHA US AWAR ETF19,242$1.16M0.1%+16,523+607.7%Added–
CSLCarlisle Companies IncCOM2,750$1.15M0.1%+2,668+3,253.7%AddedHistory
MCKMcKesson CorpStock1,853$1.14M0.1%+197+11.9%AddedHistory
Timothy Plan887432334INTL ETF41,170$1.13M0.1%+19,904+93.6%Added–

Sold out since Q1 2024 (129)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 129 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
First Trust Cloud Computing ETF33734X192ETF20,550$1.86M0.1%–
AAAUGoldman Sachs Physical Gold ETFETF31,514$714.6K0.1%History
FERGFerguson Enterprises Inc.SHS1,896$398.0K<0.1%History
Leuthold FDS Inc527289789CORE ETF9,217$300.0K<0.1%–
PXDPioneer Natural Resources CoCOM1,104$297.1K<0.1%History
WRKWestRock CoCOM4,308$206.6K<0.1%History
Enerplus Corp292766102COM5,659$110.8K<0.1%–
WIREEncore Wire CorpCOM215$60.1K<0.1%History
ETRNMidstream Co LLCCOM4,394$59.5K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF600$53.2K<0.1%–
AELAmerican National Group Inc.COM861$48.3K<0.1%History
SWAVShockwave Medical, Inc.COM143$47.2K<0.1%History
REAXReal REMAX Group Inc.COM NEW9,400$36.3K<0.1%History
Fidelity High Dividend ETF316092840ETF800$35.3K<0.1%–
Valkyrie ETF Trust II91917A207BITCOIN MINERS2,500$35.1K<0.1%–
AIRCApartment Income REIT Corp.COM757$29.1K<0.1%History
Global X FDS37954Y293GLB X MLP ENRG I584$28.3K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF380$26.7K<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA460$23.2K<0.1%–
iShares Tr46428951110+ YR INVST GRD422$20.6K<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF511$18.5K<0.1%–
Hollysys Automation Tchngy LG45667105SHS581$13.5K<0.1%–
iShares Tr464287770U.S. FIN SVC ETF213$13.5K<0.1%–
Flagstar Bank, National Association649445103COM5,090$13.5K<0.1%–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL434$13.4K<0.1%–
CRGYCrescent Energy CoCL A COM1,235$13.1K<0.1%History
Virtus ETF Tr II92790A884NEWF SHOR BD ETF500$12.8K<0.1%–
Lattice Strategies Tr518416870HART DI EQUI ETF236$11.5K<0.1%–
iShares Tr46434V860TRS FLT RT BD211$10.7K<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF132$10.3K<0.1%–
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,625$9.04K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF65$7.90K<0.1%–
MCHBMechanics BancorpCL A632$7.74K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG174$7.58K<0.1%–
ACHAccendra Health IncStock284$7.03K<0.1%History
XPERXperi Inc.COMMON STOCK642$6.75K<0.1%History
Crescent PT Energy Corp22576C101COM649$5.72K<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT145$5.52K<0.1%–
Schwab Strategic Tr8085246985 10YR CORP BD122$5.28K<0.1%–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL44$5.23K<0.1%–
DGIIDigi International IncCOM168$5.15K<0.1%History
NTCTNetscout Systems IncCOM227$4.37K<0.1%History
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4.24K<0.1%History
CLDTChatham Lodging TrustCOM443$4.06K<0.1%History
GABGabelli Equity Trust IncCOM741$3.92K<0.1%History
ARTNAArtesian Resources CorpCL A111$3.88K<0.1%History
HIBBHibbett IncCOM41$3.54K<0.1%History
DVAXDynavax Technologies CorpCOM NEW308$3.50K<0.1%History
DOORMasonite International CorpCOM24$3.18K<0.1%History
CNTYCentury Casinos IncCOM1,002$2.98K<0.1%History
iShares Tr464289180MSCI EURO FL ETF128$2.85K<0.1%–
CHDNChurchill Downs IncCOM22$2.84K<0.1%History
PTONPeloton Interactive, Inc.CL A COM900$2.80K<0.1%History
LAZRQLuminar Technologies, Inc.COM CL A1,901$2.79K<0.1%History
PETSPetmed Express IncCOM695$2.75K<0.1%History
TMPTompkins Financial CorpCOM62$2.73K<0.1%History
AVDAmerican Vanguard CorpCOM217$2.47K<0.1%History
ADTNADTRAN Holdings, Inc.COM543$2.38K<0.1%History
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2.29K<0.1%History
UCOProShares Trust IIULTA BLMBG 201767$2.21K<0.1%History
EVBGEverbridge, Inc.COM61$2.12K<0.1%History
SIXSix Flags Entertainment CorpCOM76$1.79K<0.1%History
EVEXEve Holding, Inc.COM321$1.73K<0.1%History
PYCRPaycor HCM, Inc.COM99$1.72K<0.1%History
EXFYExpensify, Inc.COM CL A1,059$1.69K<0.1%History
Sunpower Corp867652406COM758$1.56K<0.1%–
GPROGoPro, Inc.CL A902$1.56K<0.1%History
SRIStoneridge IncCOM104$1.56K<0.1%History
MASS908 Devices Inc.COM250$1.43K<0.1%History
LWLGLightwave Logic, Inc.COM372$1.42K<0.1%History
CCRNCross Country Healthcare IncCOM75$1.32K<0.1%History
TTECTTEC Holdings, Inc.COM179$1.30K<0.1%History
TIGRUP Fintech Holding LtdSPONSORED ADS361$1.27K<0.1%History
SKINSkinHealth Systems Inc.COM CL A388$1.25K<0.1%History
RDUSRadius Recycling, Inc.CL A68$1.19K<0.1%History
ODCOil-Dri Corp of AmericaCOM17$1.18K<0.1%History
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1.12K<0.1%–
SABRSabre CorpCOM369$1.06K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW7$1.04K<0.1%History
ENICEnel Chile S.A.SPONSORED ADR348$1.03K<0.1%History
ATECAlphatec Holdings, Inc.COM NEW81$1.02K<0.1%History
RUSHBRush Enterprises IncCL B22$900<0.1%History
GTNGray Media, IncCOM155$891<0.1%History
INBXInhibrx Biosciences, Inc.COM25$851<0.1%History
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$839<0.1%–
XPELXPEL, Inc.COM15$788<0.1%History
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT20$773<0.1%History
HZOMarinemax IncCOM31$765<0.1%History
ARK ETF Tr00214Q807SPACE & DEFENSE50$734<0.1%–
AXIAYAXIA Energia S.A.SPONSORED ADR93$684<0.1%History
SPDR Series Trust78464A144ST STR CORPO ETF24$678<0.1%–
Telus Intl Cda Inc87975H100SUB VTG SHS76$639<0.1%–
Via Renewables, Inc.92556D304CL A COM NEW57$621<0.1%–
TDCX Inc87190U100ADS81$580<0.1%–
LULufax Holding LtdADS REP SHS CL A132$579<0.1%History
RLJRLJ Lodging TrustCOM51$561<0.1%History
HSAIHesai GroupSPONSORED ADS117$545<0.1%History
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%History
WWWW International, Inc.COM292$529<0.1%History
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%History