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.
- Positions
- 3,067
- +167 vs. Q1 2024
- Portfolio value
- $1.51B
- +$233.7M (+18.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,345 | $1.13M | 0.1% | +1,116+5.3% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 36,401 | $1.13M | 0.1% | +4,510+14.1% | Added | – |
| Advisorshares Tr00768Y768 | STAR GLOB BUYW | 26,322 | $1.12M | 0.1% | +21,833+486.4% | Added | – |
| SNOWSnowflake Inc. | Stock | 8,556 | $1.12M | 0.1% | +8,091+1,740.0% | Added | History |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 19,976 | $1.07M | 0.1% | +3,127+18.6% | Added | – |
| PFEPfizer Inc | Stock | 34,627 | $1.06M | 0.1% | +8,681+33.5% | Added | History |
| LOWLowes Companies Inc | Stock | 4,282 | $1.05M | 0.1% | +1,088+34.1% | Added | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 21,091 | $1.05M | 0.1% | +6,251+42.1% | Added | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,657 | $1.04M | 0.1% | +133+2.9% | Added | History |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 42,585 | $1.03M | 0.1% | +42,585 | New | History |
| DISWalt Disney Co | Stock | 10,987 | $1.03M | 0.1% | +1,684+18.1% | Added | History |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 850 | $1.02M | 0.1% | −8−0.9% | Reduced | – |
| DDominion Energy, Inc | Stock | 18,991 | $1.02M | 0.1% | +8,974+89.6% | Added | History |
| RSGRepublic Services, Inc. | COM | 5,212 | $1.01M | 0.1% | −127−2.4% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,738 | $1.01M | 0.1% | +4,245+77.3% | Added | – |
| UNPUnion Pacific Corp | Stock | 4,067 | $1.00M | 0.1% | +3+0.1% | Added | History |
| SBUXStarbucks Corp | Stock | 12,591 | $981.4K | 0.1% | +627+5.2% | Added | History |
| VLOValero Energy Corp | Stock | 5,938 | $960.3K | 0.1% | +1,265+27.1% | Added | History |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 36,803 | $957.6K | 0.1% | +36,803 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,552 | $952.4K | 0.1% | +175+12.7% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,656 | $947.2K | 0.1% | −547−2.5% | Reduced | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 36,391 | $942.5K | 0.1% | +10,380+39.9% | Added | – |
| CVSCVS Health Corp | Stock | 15,618 | $942.3K | 0.1% | +1,753+12.6% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 7,347 | $917.1K | 0.1% | +35+0.5% | Added | History |
| NKENIKE, Inc. | Stock | 12,214 | $914.3K | 0.1% | −807−6.2% | Reduced | History |
| GEGeneral Electric Co | Stock | 5,359 | $912.1K | 0.1% | +371+7.4% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 31,324 | $911.2K | 0.1% | +3,438+12.3% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 16,989 | $906.0K | 0.1% | +1,787+11.8% | Added | – |
| AXPAmerican Express Co | Stock | 3,481 | $880.9K | 0.1% | +590+20.4% | Added | History |
| KLACKLA Corp | COM NEW | 1,066 | $877.5K | 0.1% | +289+37.2% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 22,057 | $871.7K | 0.1% | +187+0.9% | Added | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 29,883 | $870.8K | 0.1% | −632−2.1% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 16,489 | $868.8K | 0.1% | +6,591+66.6% | Added | – |
| KOCoca Cola Co | Stock | 12,992 | $867.1K | 0.1% | +573+4.6% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,216 | $859.8K | 0.1% | +7,214+720.0% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 3,236 | $858.2K | 0.1% | −116−3.5% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,483 | $854.9K | 0.1% | +2,155+92.6% | Added | – |
| JBLJabil Inc | Stock | 7,476 | $842.3K | 0.1% | −754−9.2% | Reduced | History |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 24,928 | $824.9K | 0.1% | −1,536−5.8% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 4,044 | $824.3K | 0.1% | −65−1.6% | Reduced | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 11,649 | $823.0K | 0.1% | −263−2.2% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,787 | $821.6K | 0.1% | +2,684+65.4% | Added | – |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 21,562 | $819.3K | 0.1% | +4,453+26.0% | Added | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 10,150 | $819.2K | 0.1% | +8,820+663.2% | Added | – |
| KEXKirby Corp | COM | 6,650 | $817.2K | 0.1% | +2,440+58.0% | Added | History |
| AIC3.ai, Inc. | Stock | 29,625 | $792.5K | 0.1% | −2,321−7.3% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 6,846 | $788.4K | 0.1% | +1,333+24.2% | Added | History |
| EOGEOG Resources Inc | Stock | 6,078 | $770.8K | 0.1% | +125+2.1% | Added | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 12,806 | $762.1K | 0.1% | +5,551+76.5% | Added | – |
| ELVElevance Health, Inc. | Stock | 1,431 | $761.8K | 0.1% | +438+44.1% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 32,528 | $753.7K | 0.1% | +32,528 | New | – |
| PSXPhillips 66 | Stock | 5,165 | $751.3K | <0.1% | +354+7.4% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,152 | $746.4K | <0.1% | −739−6.8% | Reduced | – |
| DGXQuest Diagnostics Inc | COM | 5,236 | $745.1K | <0.1% | +31+0.6% | Added | History |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 21,059 | $740.2K | <0.1% | +672+3.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,296 | $736.1K | <0.1% | +992+9.6% | Added | – |
| SLViShares Silver Trust | ETF | 27,813 | $734.0K | <0.1% | +6,590+31.1% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,855 | $726.5K | <0.1% | −1,404−22.4% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 11,189 | $721.3K | <0.1% | +3,835+52.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 14,811 | $717.6K | <0.1% | +540+3.8% | Added | History |
| MUMicron Technology Inc | Stock | 6,512 | $715.1K | <0.1% | +2,027+45.2% | Added | History |
| PKGPackaging Corp of America | Stock | 3,550 | $709.5K | <0.1% | +59+1.7% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 7,041 | $709.2K | <0.1% | −960−12.0% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 2,359 | $704.7K | <0.1% | +1,048+79.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,197 | $699.6K | <0.1% | +253+8.6% | Added | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 14,711 | $694.5K | <0.1% | +12,601+597.2% | Added | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 635 | $685.3K | <0.1% | +119+23.1% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 4,622 | $683.9K | <0.1% | +1,177+34.2% | Added | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 27,620 | $682.5K | <0.1% | +30.0% | Added | – |
| FISVFiserv Inc | Stock | 4,149 | $678.7K | <0.1% | +459+12.4% | Added | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 14,219 | $676.3K | <0.1% | +13,784+3,168.7% | Added | – |
| DVNDevon Energy Corp | Stock | 14,367 | $675.7K | <0.1% | +2,978+26.1% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 12,403 | $673.7K | <0.1% | +3,053+32.7% | AddedConverted for a 50-for-1 split | History |
| NOWServiceNow, Inc. | Stock | 815 | $663.7K | <0.1% | +45+5.8% | Added | History |
| HONHoneywell International Inc | COM | 3,190 | $653.1K | <0.1% | +742+30.3% | Added | History |
| VZVerizon Communications Inc | Stock | 16,077 | $651.4K | <0.1% | +2,517+18.6% | Added | History |
| FICOFair Isaac Corp | COM | 407 | $651.2K | <0.1% | +7+1.8% | Added | History |
| NEENextera Energy Inc | Stock | 8,378 | $640.1K | <0.1% | +4,344+107.7% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,465 | $636.7K | <0.1% | 00.0% | Unchanged | – |
| Cyberark Software LtdM2682V108 | SHS | 2,482 | $636.3K | <0.1% | +7+0.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,565 | $623.8K | <0.1% | +3,087+36.4% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 9,493 | $613.3K | <0.1% | −770−7.5% | Reduced | – |
| Franklin Templeton ETF Tr35473P652 | FTSE EUROPE | 20,022 | $595.5K | <0.1% | +1,443+7.8% | Added | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 5,845 | $590.0K | <0.1% | +4,046+224.9% | Added | – |
| SHWSherwin Williams Co | COM | 1,676 | $587.7K | <0.1% | +767+84.4% | Added | History |
| GISGeneral Mills Inc | Stock | 8,488 | $569.9K | <0.1% | +1,098+14.9% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 11,147 | $569.0K | <0.1% | +11,147 | New | – |
| CEGConstellation Energy Corp | Stock | 2,988 | $567.2K | <0.1% | +866+40.8% | Added | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 15,588 | $564.0K | <0.1% | −1,189−7.1% | Reduced | – |
| TPRTapestry, Inc. | COM | 14,026 | $562.3K | <0.1% | +11,725+509.6% | Added | History |
| WMWaste Management Inc | Stock | 2,767 | $560.9K | <0.1% | +1,084+64.4% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,679 | $553.9K | <0.1% | +2,285+27.2% | Added | – |
| ASMLASML Holding NV | ADR | 590 | $552.5K | <0.1% | +34+6.1% | Added | History |
| ETNEaton Corp plc | Stock | 1,777 | $541.6K | <0.1% | +547+44.5% | Added | History |
| POOLPool Corp | COM | 1,446 | $540.7K | <0.1% | −12−0.8% | Reduced | History |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 13,027 | $537.2K | <0.1% | 00.0% | Unchanged | – |
| LIILennox International Inc | COM | 920 | $537.0K | <0.1% | −12−1.3% | Reduced | History |
| BPBP PLC | ADR | 15,087 | $533.9K | <0.1% | +498+3.4% | Added | History |
| IBNIcici Bank Ltd | ADR | 18,259 | $531.5K | <0.1% | +3,306+22.1% | Added | History |
| CHHChoice Hotels International Inc | COM | 4,159 | $530.1K | <0.1% | +1,528+58.1% | Added | History |
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.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| First Trust Cloud Computing ETF33734X192 | ETF | 20,550 | $1.86M | 0.1% | – |
| AAAUGoldman Sachs Physical Gold ETF | ETF | 31,514 | $714.6K | 0.1% | History |
| FERGFerguson Enterprises Inc. | SHS | 1,896 | $398.0K | <0.1% | History |
| Leuthold FDS Inc527289789 | CORE ETF | 9,217 | $300.0K | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 1,104 | $297.1K | <0.1% | History |
| WRKWestRock Co | COM | 4,308 | $206.6K | <0.1% | History |
| Enerplus Corp292766102 | COM | 5,659 | $110.8K | <0.1% | – |
| WIREEncore Wire Corp | COM | 215 | $60.1K | <0.1% | History |
| ETRNMidstream Co LLC | COM | 4,394 | $59.5K | <0.1% | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 600 | $53.2K | <0.1% | – |
| AELAmerican National Group Inc. | COM | 861 | $48.3K | <0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 143 | $47.2K | <0.1% | History |
| REAXReal REMAX Group Inc. | COM NEW | 9,400 | $36.3K | <0.1% | History |
| Fidelity High Dividend ETF316092840 | ETF | 800 | $35.3K | <0.1% | – |
| Valkyrie ETF Trust II91917A207 | BITCOIN MINERS | 2,500 | $35.1K | <0.1% | – |
| AIRCApartment Income REIT Corp. | COM | 757 | $29.1K | <0.1% | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 584 | $28.3K | <0.1% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 380 | $26.7K | <0.1% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 460 | $23.2K | <0.1% | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 422 | $20.6K | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 511 | $18.5K | <0.1% | – |
| Hollysys Automation Tchngy LG45667105 | SHS | 581 | $13.5K | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 213 | $13.5K | <0.1% | – |
| Flagstar Bank, National Association649445103 | COM | 5,090 | $13.5K | <0.1% | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 434 | $13.4K | <0.1% | – |
| CRGYCrescent Energy Co | CL A COM | 1,235 | $13.1K | <0.1% | History |
| Virtus ETF Tr II92790A884 | NEWF SHOR BD ETF | 500 | $12.8K | <0.1% | – |
| Lattice Strategies Tr518416870 | HART DI EQUI ETF | 236 | $11.5K | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 211 | $10.7K | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 132 | $10.3K | <0.1% | – |
| BSBRBanco Santander (Brasil) S.A. | ADS REP 1 UNIT | 1,625 | $9.04K | <0.1% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 65 | $7.90K | <0.1% | – |
| MCHBMechanics Bancorp | CL A | 632 | $7.74K | <0.1% | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 174 | $7.58K | <0.1% | – |
| ACHAccendra Health Inc | Stock | 284 | $7.03K | <0.1% | History |
| XPERXperi Inc. | COMMON STOCK | 642 | $6.75K | <0.1% | History |
| Crescent PT Energy Corp22576C101 | COM | 649 | $5.72K | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q746 | USD EMRNG MKT | 145 | $5.52K | <0.1% | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 122 | $5.28K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E123 | S&P SMLCP INDL | 44 | $5.23K | <0.1% | – |
| DGIIDigi International Inc | COM | 168 | $5.15K | <0.1% | History |
| NTCTNetscout Systems Inc | COM | 227 | $4.37K | <0.1% | History |
| MYPSPLAYSTUDIOS, Inc. | CLASS A COM | 1,961 | $4.24K | <0.1% | History |
| CLDTChatham Lodging Trust | COM | 443 | $4.06K | <0.1% | History |
| GABGabelli Equity Trust Inc | COM | 741 | $3.92K | <0.1% | History |
| ARTNAArtesian Resources Corp | CL A | 111 | $3.88K | <0.1% | History |
| HIBBHibbett Inc | COM | 41 | $3.54K | <0.1% | History |
| DVAXDynavax Technologies Corp | COM NEW | 308 | $3.50K | <0.1% | History |
| DOORMasonite International Corp | COM | 24 | $3.18K | <0.1% | History |
| CNTYCentury Casinos Inc | COM | 1,002 | $2.98K | <0.1% | History |
| iShares Tr464289180 | MSCI EURO FL ETF | 128 | $2.85K | <0.1% | – |
| CHDNChurchill Downs Inc | COM | 22 | $2.84K | <0.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 900 | $2.80K | <0.1% | History |
| LAZRQLuminar Technologies, Inc. | COM CL A | 1,901 | $2.79K | <0.1% | History |
| PETSPetmed Express Inc | COM | 695 | $2.75K | <0.1% | History |
| TMPTompkins Financial Corp | COM | 62 | $2.73K | <0.1% | History |
| AVDAmerican Vanguard Corp | COM | 217 | $2.47K | <0.1% | History |
| ADTNADTRAN Holdings, Inc. | COM | 543 | $2.38K | <0.1% | History |
| FLG.PUFlagstar Bank, National Association | UNIT 11/01/2051 | 77 | $2.29K | <0.1% | History |
| UCOProShares Trust II | ULTA BLMBG 2017 | 67 | $2.21K | <0.1% | History |
| EVBGEverbridge, Inc. | COM | 61 | $2.12K | <0.1% | History |
| SIXSix Flags Entertainment Corp | COM | 76 | $1.79K | <0.1% | History |
| EVEXEve Holding, Inc. | COM | 321 | $1.73K | <0.1% | History |
| PYCRPaycor HCM, Inc. | COM | 99 | $1.72K | <0.1% | History |
| EXFYExpensify, Inc. | COM CL A | 1,059 | $1.69K | <0.1% | History |
| Sunpower Corp867652406 | COM | 758 | $1.56K | <0.1% | – |
| GPROGoPro, Inc. | CL A | 902 | $1.56K | <0.1% | History |
| SRIStoneridge Inc | COM | 104 | $1.56K | <0.1% | History |
| MASS908 Devices Inc. | COM | 250 | $1.43K | <0.1% | History |
| LWLGLightwave Logic, Inc. | COM | 372 | $1.42K | <0.1% | History |
| CCRNCross Country Healthcare Inc | COM | 75 | $1.32K | <0.1% | History |
| TTECTTEC Holdings, Inc. | COM | 179 | $1.30K | <0.1% | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 361 | $1.27K | <0.1% | History |
| SKINSkinHealth Systems Inc. | COM CL A | 388 | $1.25K | <0.1% | History |
| RDUSRadius Recycling, Inc. | CL A | 68 | $1.19K | <0.1% | History |
| ODCOil-Dri Corp of America | COM | 17 | $1.18K | <0.1% | History |
| Gol Linhas Aereas Inteligent38045R206 | SPON ADR PFD NEW | 1,728 | $1.12K | <0.1% | – |
| SABRSabre Corp | COM | 369 | $1.06K | <0.1% | History |
| DHILDiamond Hill Investment Group Inc | COM NEW | 7 | $1.04K | <0.1% | History |
| ENICEnel Chile S.A. | SPONSORED ADR | 348 | $1.03K | <0.1% | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 81 | $1.02K | <0.1% | History |
| RUSHBRush Enterprises Inc | CL B | 22 | $900 | <0.1% | History |
| GTNGray Media, Inc | COM | 155 | $891 | <0.1% | History |
| INBXInhibrx Biosciences, Inc. | COM | 25 | $851 | <0.1% | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 30 | $839 | <0.1% | – |
| XPELXPEL, Inc. | COM | 15 | $788 | <0.1% | History |
| FUNSix Flags Entertainment Corporation | DEPOSITRY UNIT | 20 | $773 | <0.1% | History |
| HZOMarinemax Inc | COM | 31 | $765 | <0.1% | History |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 50 | $734 | <0.1% | – |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 93 | $684 | <0.1% | History |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 24 | $678 | <0.1% | – |
| Telus Intl Cda Inc87975H100 | SUB VTG SHS | 76 | $639 | <0.1% | – |
| Via Renewables, Inc.92556D304 | CL A COM NEW | 57 | $621 | <0.1% | – |
| TDCX Inc87190U100 | ADS | 81 | $580 | <0.1% | – |
| LULufax Holding Ltd | ADS REP SHS CL A | 132 | $579 | <0.1% | History |
| RLJRLJ Lodging Trust | COM | 51 | $561 | <0.1% | History |
| HSAIHesai Group | SPONSORED ADS | 117 | $545 | <0.1% | History |
| BGFVBig 5 Sporting Goods Corp | COM | 150 | $531 | <0.1% | History |
| WWWW International, Inc. | COM | 292 | $529 | <0.1% | History |
| HKITBiddance AI Systems, Inc. | ORD SHS | 370 | $522 | <0.1% | History |