EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q2 2024 to Q3 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 107
- Est. +$8.75M
- Added
- 1,205
- Est. +$72.7M
- Reduced
- 863
- Est. −$182.0M
- Sold out
- 136
- Est. −$2.02M
Portfolio value went from $1.51B to $1.58B (+$73.6M (+4.9%)); positions from 3,067 to 3,038 (−29).
All Q3 2024 holdingsAll Q2 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2024 and the gray one below is Q2 2024. For stocks that split between the two quarters, Q2 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 Morningstar Growth ETF922908736 | Added– | 159,736152,512 | +7,224+4.7% | $61.3M$56.0M | +$2.77M | 3.9%3.7% | +0.16 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 1,131,8841,119,638 | +12,246+1.1% | $59.8M$57.0M | +$646.7K | 3.8%3.8% | 0.00 |
| Vanguard Morningstar Value ETF922908744 | Added– | 289,985276,451 | +13,534+4.9% | $50.6M$46.4M | +$2.36M | 3.2%3.1% | +0.12 |
| AAPLApple Inc. | ReducedHistory | 203,947206,360 | −2,413−1.2% | $47.5M$45.8M | −$562.2K | 3.0%3.0% | −0.03 |
| IAUiShares Gold Trust | AddedHistory | 658,428651,369 | +7,059+1.1% | $32.7M$30.2M | +$350.8K | 2.1%2.0% | +0.07 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 279,489272,815 | +6,674+2.4% | $25.7M$25.0M | +$612.7K | 1.6%1.7% | −0.04 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 124,688124,642 | +460.0% | $24.7M$23.7M | +$9.11K | 1.6%1.6% | −0.01 |
| MSFTMicrosoft Corp | AddedHistory | 54,27854,258 | +200.0% | $23.4M$22.7M | +$8.61K | 1.5%1.5% | −0.03 |
| Vanguard S&P 500 ETF922908363 | Added– | 43,22041,529 | +1,691+4.1% | $22.8M$21.0M | +$892.3K | 1.4%1.4% | +0.05 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 451,210440,885 | +10,325+2.3% | $21.6M$19.5M | +$494.1K | 1.4%1.3% | +0.07 |
| Elevation Series Trust210322202 | Added– | 680,685643,470 | +37,215+5.8% | $20.7M$19.9M | +$1.13M | 1.3%1.3% | −0.02 |
| Vanguard Scottsdale FDS92206C409 | Added– | 258,883253,443 | +5,440+2.1% | $20.6M$19.8M | +$432.0K | 1.3%1.3% | −0.01 |
| NVDANVIDIA Corp | AddedHistory | 165,700162,097 | +3,603+2.2% | $20.1M$19.0M | +$437.5K | 1.3%1.3% | +0.01 |
| TSLATesla, Inc. | AddedHistory | 73,28472,191 | +1,093+1.5% | $19.2M$16.8M | +$286.0K | 1.2%1.1% | +0.10 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 67,18067,600 | −420−0.6% | $19.0M$18.4M | −$118.9K | 1.2%1.2% | −0.02 |
| AMZNAmazon Com Inc | AddedHistory | 100,87893,780 | +7,098+7.6% | $18.8M$17.5M | +$1.32M | 1.2%1.2% | +0.03 |
| GOOGLAlphabet Inc. | AddedHistory | 108,581105,116 | +3,465+3.3% | $18.0M$18.0M | +$574.7K | 1.1%1.2% | −0.06 |
| Vanguard Health Care ETF92204A504 | Reduced– | 63,20765,240 | −2,033−3.1% | $17.8M$17.9M | −$573.7K | 1.1%1.2% | −0.06 |
| FBTCFidelity Wise Origin Bitcoin Fund | ReducedHistory | 315,694316,414 | −720−0.2% | $17.5M$18.1M | −$40.0K | 1.1%1.2% | −0.09 |
| Vanguard Total International Bond ETF92203J407 | Added– | 342,881336,025 | +6,856+2.0% | $17.2M$16.7M | +$344.7K | 1.1%1.1% | −0.02 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 215,846212,632 | +3,214+1.5% | $17.0M$16.5M | +$252.9K | 1.1%1.1% | −0.02 |
| PGRProgressive Corp | ReducedHistory | 64,50165,356 | −855−1.3% | $16.4M$14.0M | −$217.0K | 1.0%0.9% | +0.11 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 462,020456,958 | +5,062+1.1% | $15.8M$15.2M | +$173.6K | 1.0%1.0% | −0.01 |
| AVGOBroadcom Inc. | ReducedConverted for a 10-for-1 splitHistory | 80,459812,250 | −731,791−90.1% | $13.9M$13.1M | −$126.2M | 0.9%0.9% | +0.01 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 57,21055,837 | +1,373+2.5% | $13.6M$13.0M | +$325.7K | 0.9%0.9% | −0.01 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 135,355130,120 | +5,235+4.0% | $13.3M$12.5M | +$513.4K | 0.8%0.8% | +0.01 |
| KKRKKR & Co. Inc. | ReducedHistory | 98,34299,431 | −1,089−1.1% | $12.8M$12.3M | −$142.2K | 0.8%0.8% | 0.00 |
| Ea Series Trust02072L532 | Added– | 564,255562,822 | +1,433+0.3% | $12.5M$12.9M | +$31.7K | 0.8%0.9% | −0.07 |
| HDHome Depot, Inc. | AddedHistory | 29,31629,057 | +259+0.9% | $11.9M$10.7M | +$104.9K | 0.8%0.7% | +0.04 |
| Vanguard Whitehall FDS921946810 | Added– | 133,86875,215 | +58,653+78.0% | $11.8M$6.38M | +$5.18M | 0.7%0.4% | +0.32 |
| iShares Core S&P 500 ETF464287200 | Added– | 20,36119,390 | +971+5.0% | $11.7M$10.7M | +$560.1K | 0.7%0.7% | +0.03 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 179,671166,356 | +13,315+8.0% | $11.3M$10.0M | +$834.7K | 0.7%0.7% | +0.05 |
| iShares Tr464288588 | Reduced– | 117,091117,769 | −678−0.6% | $11.2M$11.1M | −$65.0K | 0.7%0.7% | −0.02 |
| Goldman Sachs ETF Tr381430107 | Added– | 295,414284,382 | +11,032+3.9% | $10.7M$9.86M | +$399.0K | 0.7%0.7% | +0.02 |
| CRHCRH Public Ltd Co | AddedHistory | 114,657111,972 | +2,685+2.4% | $10.6M$9.60M | +$249.0K | 0.7%0.6% | +0.04 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 222,667221,262 | +1,405+0.6% | $10.5M$10.3M | +$66.3K | 0.7%0.7% | −0.02 |
| AMATApplied Materials Inc | AddedHistory | 49,40849,183 | +225+0.5% | $9.98M$10.4M | +$45.5K | 0.6%0.7% | −0.06 |
| CVXChevron Corp | ReducedHistory | 67,24672,649 | −5,403−7.4% | $9.90M$11.7M | −$795.7K | 0.6%0.8% | −0.15 |
| AMGNAmgen Inc | ReducedHistory | 29,47129,520 | −49−0.2% | $9.50M$9.81M | −$15.8K | 0.6%0.7% | −0.05 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 247,197281,322 | −34,125−12.1% | $9.20M$7.56M | −$1.27M | 0.6%0.5% | +0.08 |
| GOOGAlphabet Inc. | ReducedHistory | 54,98958,227 | −3,238−5.6% | $9.19M$10.1M | −$541.4K | 0.6%0.7% | −0.09 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 19,86818,961 | +907+4.8% | $9.14M$8.31M | +$417.5K | 0.6%0.6% | +0.03 |
| GPKGraphic Packaging Holding Co | ReducedHistory | 304,099304,661 | −562−0.2% | $9.00M$9.17M | −$16.6K | 0.6%0.6% | −0.04 |
| METAMeta Platforms, Inc. | ReducedHistory | 15,65215,690 | −38−0.2% | $8.96M$7.45M | −$21.8K | 0.6%0.5% | +0.07 |
| COSTCostco Wholesale Corp | AddedHistory | 9,9699,892 | +77+0.8% | $8.84M$8.13M | +$68.3K | 0.6%0.5% | +0.02 |
| AZOAutoZone Inc | ReducedHistory | 2,7432,751 | −8−0.3% | $8.64M$8.62M | −$25.2K | 0.5%0.6% | −0.03 |
| Vanguard Real Estate ETF922908553 | Added– | 88,5874,222 | +84,365+1,998.2% | $8.63M$381.8K | +$8.22M | 0.5%<0.1% | +0.52 |
| Vanguard Scottsdale FDS92206C706 | Added– | 140,318120,051 | +20,267+16.9% | $8.48M$7.13M | +$1.22M | 0.5%0.5% | +0.06 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Reduced– | 101,174107,466 | −6,292−5.9% | $8.39M$8.49M | −$521.9K | 0.5%0.6% | −0.03 |
| BXBlackstone Inc. | ReducedHistory | 52,76954,159 | −1,390−2.6% | $8.08M$7.70M | −$212.8K | 0.5%0.5% | 0.00 |
| Vanguard BD Index FDS921937793 | Added– | 104,796103,095 | +1,701+1.6% | $7.88M$7.46M | +$127.9K | 0.5%0.5% | 0.00 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 98,46396,132 | +2,331+2.4% | $7.72M$7.36M | +$182.7K | 0.5%0.5% | 0.00 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 132,522130,192 | +2,330+1.8% | $7.66M$7.53M | +$134.7K | 0.5%0.5% | −0.01 |
| DHIHorton D R Inc | ReducedHistory | 38,62238,691 | −69−0.2% | $7.37M$6.96M | −$13.2K | 0.5%0.5% | 0.00 |
| AMHAmerican Homes 4 Rent | AddedHistory | 187,714186,036 | +1,678+0.9% | $7.21M$6.71M | +$64.4K | 0.5%0.4% | +0.01 |
| iShares Tr464287721 | Reduced– | 45,12947,194 | −2,065−4.4% | $6.84M$6.91M | −$313.1K | 0.4%0.5% | −0.03 |
| Dimensional ETF Trust25434V625 | Added– | 107,910104,655 | +3,255+3.1% | $6.84M$6.41M | +$206.2K | 0.4%0.4% | +0.01 |
| JPMJPMorgan Chase & Co | AddedHistory | 31,87531,587 | +288+0.9% | $6.72M$6.72M | +$60.7K | 0.4%0.4% | −0.02 |
| SPYSPDR S&P 500 ETF Trust | ReducedHistory | 11,44112,018 | −577−4.8% | $6.56M$6.62M | −$331.1K | 0.4%0.4% | −0.02 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 109,258106,199 | +3,059+2.9% | $6.50M$6.10M | +$182.0K | 0.4%0.4% | +0.01 |
| COPConocoPhillips | ReducedHistory | 61,56762,470 | −903−1.4% | $6.48M$6.95M | −$95.1K | 0.4%0.5% | −0.05 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 826,917798,490 | +28,427+3.6% | $6.30M$5.77M | +$216.6K | 0.4%0.4% | +0.02 |
| PPGPPG Industries Inc | ReducedHistory | 45,82553,800 | −7,975−14.8% | $6.07M$6.83M | −$1.06M | 0.4%0.5% | −0.07 |
| iShares Russell 1000 Growth ETF464287614 | Reduced– | 15,65717,033 | −1,376−8.1% | $5.88M$6.10M | −$516.5K | 0.4%0.4% | −0.03 |
| WMTWalmart Inc. | ReducedHistory | 69,80772,345 | −2,538−3.5% | $5.64M$4.97M | −$204.9K | 0.4%0.3% | +0.03 |
| Dimensional ETF Trust25434V401 | Reduced– | 88,69689,190 | −494−0.6% | $5.52M$5.34M | −$30.7K | 0.3%0.4% | −0.01 |
| Capital Group Growth ETF14020G101 | Added– | 155,34699,999 | +55,347+55.3% | $5.40M$3.28M | +$1.93M | 0.3%0.2% | +0.12 |
| RBARB Global Inc. | ReducedHistory | 67,03267,163 | −131−0.2% | $5.40M$5.35M | −$10.5K | 0.3%0.4% | −0.01 |
| Dimensional ETF Trust25434V724 | Reduced– | 125,781125,910 | −129−0.1% | $5.24M$5.20M | −$5.38K | 0.3%0.3% | −0.01 |
| Dimensional ETF Trust25434V831 | Added– | 148,852137,430 | +11,422+8.3% | $5.07M$4.47M | +$389.1K | 0.3%0.3% | +0.02 |
| Schwab US Dividend Equity ETF808524797 | Added– | 59,89758,045 | +1,852+3.2% | $5.06M$4.79M | +$156.5K | 0.3%0.3% | 0.00 |
| Vanguard World FD921910840 | Added– | 39,33739,295 | +42+0.1% | $5.05M$4.87M | +$5.39K | 0.3%0.3% | 0.00 |
| Vanguard World FD921910816 | Reduced– | 15,66015,680 | −20−0.1% | $5.04M$4.81M | −$6.44K | 0.3%0.3% | 0.00 |
| Northern LTS FD Tr IV66538H419 | Reduced– | 151,439173,324 | −21,885−12.6% | $4.89M$5.29M | −$706.9K | 0.3%0.4% | −0.04 |
| BRK.ABerkshire Hathaway Inc | AddedHistory | 73 | +4+133.3% | $4.84M$1.98M | +$2.76M | 0.3%0.1% | +0.18 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 16,51814,928 | +1,590+10.7% | $4.63M$3.46M | +$445.9K | 0.3%0.2% | +0.06 |
| Timothy Plan887432359 | Reduced– | 98,926126,929 | −28,003−22.1% | $4.35M$5.37M | −$1.23M | 0.3%0.4% | −0.08 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 25,86925,975 | −106−0.4% | $4.34M$4.14M | −$17.8K | 0.3%0.3% | 0.00 |
| MSTRStrategy Inc | AddedConverted for a 10-for-1 splitHistory | 25,5648,840 | +16,724+189.2% | $4.31M$1.43M | +$2.82M | 0.3%0.1% | +0.18 |
| VVisa Inc. | ReducedHistory | 15,30015,630 | −330−2.1% | $4.21M$4.15M | −$90.7K | 0.3%0.3% | −0.01 |
| IIIVi3 Verticals, Inc. | UnchangedHistory | 193,676193,676 | 00.0% | $4.13M$4.75M | $0 | 0.3%0.3% | −0.05 |
| SPDR Series Trust78464A763 | Added– | 28,44928,441 | +80.0% | $4.04M$3.83M | +$1.14K | 0.3%0.3% | 0.00 |
| Dimensional ETF Trust25434V807 | Added– | 105,213104,598 | +615+0.6% | $4.01M$3.90M | +$23.4K | 0.3%0.3% | −0.01 |
| MASMasco Corp | AddedHistory | 47,00946,986 | +230.0% | $3.95M$3.66M | +$1.93K | 0.2%0.2% | +0.01 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 7,9548,157 | −203−2.5% | $3.88M$3.84M | −$99.1K | 0.2%0.3% | −0.01 |
| Vanguard Scottsdale FDS92206C102 | Added– | 65,62151,461 | +14,160+27.5% | $3.87M$3.01M | +$835.7K | 0.2%0.2% | +0.05 |
| iShares Russell 1000 Value ETF464287598 | Reduced– | 20,37122,392 | −2,021−9.0% | $3.87M$4.11M | −$383.6K | 0.2%0.3% | −0.03 |
| iShares Tr46429B655 | Added– | 75,61170,867 | +4,744+6.7% | $3.86M$3.62M | +$242.1K | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V799 | Added– | 137,076133,185 | +3,891+2.9% | $3.86M$3.62M | +$109.5K | 0.2%0.2% | 0.00 |
| Timothy Plan887432326 | Reduced– | 102,294112,906 | −10,612−9.4% | $3.86M$4.15M | −$400.1K | 0.2%0.3% | −0.03 |
| PANWPalo Alto Networks Inc | ReducedHistory | 11,27511,364 | −89−0.8% | $3.85M$3.69M | −$30.4K | 0.2%0.2% | 0.00 |
| Dimensional U.S. Small Cap ETF25434V500 | Reduced– | 58,67265,799 | −7,127−10.8% | $3.81M$4.30M | −$462.3K | 0.2%0.3% | −0.04 |
| Northern LTS FD Tr IV66538H534 | Reduced– | 93,543102,493 | −8,950−8.7% | $3.80M$4.00M | −$364.0K | 0.2%0.3% | −0.03 |
| XOMExxonMobil Holdings Corp | AddedHistory | 30,60629,460 | +1,146+3.9% | $3.59M$3.49M | +$134.3K | 0.2%0.2% | 0.00 |
| AHRAmerican Healthcare REIT, Inc. | NewHistory | 136,2790 | +136,279 | $3.56M$0 | +$3.56M | 0.2%0.0% | +0.23 |
| iShares Tr464288448 | Added– | 117,442117,416 | +260.0% | $3.55M$3.40M | +$785.98 | 0.2%0.2% | 0.00 |
| Pacer US Small Cap Cash Cows ETF69374H857 | Reduced– | 75,83576,575 | −740−1.0% | $3.53M$3.72M | −$34.4K | 0.2%0.2% | −0.02 |
| LKQLKQ Corp | AddedHistory | 86,56285,403 | +1,159+1.4% | $3.46M$3.54M | +$46.3K | 0.2%0.2% | −0.02 |
| FDXFedEx Corp | ReducedHistory | 12,50912,728 | −219−1.7% | $3.42M$3.85M | −$59.9K | 0.2%0.3% | −0.04 |
| LLYEli Lilly & Co | AddedHistory | 3,7953,618 | +177+4.9% | $3.36M$2.91M | +$156.8K | 0.2%0.2% | +0.02 |
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.