EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q3 2024 to Q4 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 824
- Est. +$29.2M
- Added
- 1,812
- Est. +$195.4M
- Reduced
- 739
- Est. −$51.4M
- Sold out
- 112
- Est. −$4.57M
Portfolio value went from $1.58B to $1.78B (+$199.6M (+12.6%)); positions from 3,038 to 3,750 (+712).
All Q4 2024 holdingsAll Q3 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q4 2024 and the gray one below is Q3 2024. For stocks that split between the two quarters, Q3 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– | 165,245159,736 | +5,509+3.4% | $67.8M$61.3M | +$2.26M | 3.8%3.9% | −0.07 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 1,203,5221,131,884 | +71,638+6.3% | $57.6M$59.8M | +$3.43M | 3.2%3.8% | −0.55 |
| Vanguard Morningstar Value ETF922908744 | Added– | 320,022289,985 | +30,037+10.4% | $54.2M$50.6M | +$5.09M | 3.0%3.2% | −0.16 |
| AAPLApple Inc. | AddedHistory | 213,909203,947 | +9,962+4.9% | $53.6M$47.5M | +$2.49M | 3.0%3.0% | 0.00 |
| IAUiShares Gold Trust | AddedHistory | 687,728658,428 | +29,300+4.4% | $34.0M$32.7M | +$1.45M | 1.9%2.1% | −0.16 |
| Vanguard S&P 500 ETF922908363 | Added– | 56,54043,220 | +13,320+30.8% | $30.5M$22.8M | +$7.18M | 1.7%1.4% | +0.27 |
| TSLATesla, Inc. | AddedHistory | 73,57173,284 | +287+0.4% | $29.7M$19.2M | +$115.9K | 1.7%1.2% | +0.46 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 314,030279,489 | +34,541+12.4% | $28.7M$25.7M | +$3.16M | 1.6%1.6% | −0.01 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 329,479315,694 | +13,785+4.4% | $26.9M$17.5M | +$1.12M | 1.5%1.1% | +0.40 |
| MSFTMicrosoft Corp | AddedHistory | 58,63954,278 | +4,361+8.0% | $24.7M$23.4M | +$1.84M | 1.4%1.5% | −0.09 |
| NVDANVIDIA Corp | AddedHistory | 175,635165,700 | +9,935+6.0% | $23.6M$20.1M | +$1.33M | 1.3%1.3% | +0.05 |
| AMZNAmazon Com Inc | AddedHistory | 105,462100,878 | +4,584+4.5% | $23.1M$18.8M | +$1.01M | 1.3%1.2% | +0.11 |
| Elevation Series Trust210322202 | Added– | 740,355680,685 | +59,670+8.8% | $22.8M$20.7M | +$1.83M | 1.3%1.3% | −0.03 |
| Vanguard Dividend Appreciation ETF921908844 | Reduced– | 114,159124,688 | −10,529−8.4% | $22.4M$24.7M | −$2.06M | 1.3%1.6% | −0.31 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 279,260215,846 | +63,414+29.4% | $21.6M$17.0M | +$4.90M | 1.2%1.1% | +0.14 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 471,321451,210 | +20,111+4.5% | $20.8M$21.6M | +$885.7K | 1.2%1.4% | −0.20 |
| GOOGLAlphabet Inc. | ReducedHistory | 107,243108,581 | −1,338−1.2% | $20.3M$18.0M | −$253.3K | 1.1%1.1% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 69,51167,180 | +2,331+3.5% | $20.1M$19.0M | +$675.5K | 1.1%1.2% | −0.07 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 250,642258,883 | −8,241−3.2% | $19.6M$20.6M | −$642.9K | 1.1%1.3% | −0.20 |
| AVGOBroadcom Inc. | AddedHistory | 84,31680,459 | +3,857+4.8% | $19.5M$13.9M | +$894.2K | 1.1%0.9% | +0.22 |
| Vanguard Total International Bond ETF92203J407 | Added– | 362,740342,881 | +19,859+5.8% | $17.8M$17.2M | +$974.1K | 1.0%1.1% | −0.09 |
| Vanguard Whitehall FDS921946810 | Added– | 219,989133,868 | +86,121+64.3% | $17.6M$11.8M | +$6.89M | 1.0%0.7% | +0.24 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 499,693462,020 | +37,673+8.2% | $17.3M$15.8M | +$1.30M | 1.0%1.0% | −0.03 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 224,342247,197 | −22,855−9.2% | $17.0M$9.20M | −$1.73M | 1.0%0.6% | +0.37 |
| PGRProgressive Corp | AddedHistory | 65,03464,501 | +533+0.8% | $15.6M$16.4M | +$127.7K | 0.9%1.0% | −0.16 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 260,683132,522 | +128,161+96.7% | $14.7M$7.66M | +$7.24M | 0.8%0.5% | +0.34 |
| KKRKKR & Co. Inc. | ReducedHistory | 98,03898,342 | −304−0.3% | $14.5M$12.8M | −$45.0K | 0.8%0.8% | 0.00 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 57,46357,210 | +253+0.4% | $13.8M$13.6M | +$60.8K | 0.8%0.9% | −0.08 |
| iShares Core S&P 500 ETF464287200 | Added– | 23,39720,361 | +3,036+14.9% | $13.8M$11.7M | +$1.79M | 0.8%0.7% | +0.03 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 138,124135,355 | +2,769+2.0% | $13.5M$13.3M | +$271.1K | 0.8%0.8% | −0.08 |
| Ea Series Trust02072L532 | Added– | 577,643564,255 | +13,388+2.4% | $12.5M$12.5M | +$289.9K | 0.7%0.8% | −0.09 |
| HDHome Depot, Inc. | AddedHistory | 29,92329,316 | +607+2.1% | $11.6M$11.9M | +$236.1K | 0.7%0.8% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 184,254179,671 | +4,583+2.6% | $11.3M$11.3M | +$281.1K | 0.6%0.7% | −0.08 |
| GOOGAlphabet Inc. | AddedHistory | 56,58154,989 | +1,592+2.9% | $10.8M$9.19M | +$303.2K | 0.6%0.6% | +0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 236,561222,667 | +13,894+6.2% | $10.7M$10.5M | +$630.0K | 0.6%0.7% | −0.06 |
| CRHCRH Public Ltd Co | AddedHistory | 114,950114,657 | +293+0.3% | $10.6M$10.6M | +$27.1K | 0.6%0.7% | −0.08 |
| iShares Tr464288588 | Reduced– | 113,680117,091 | −3,411−2.9% | $10.4M$11.2M | −$312.7K | 0.6%0.7% | −0.12 |
| Vanguard Scottsdale FDS92206C706 | Added– | 175,459140,318 | +35,141+25.0% | $10.2M$8.48M | +$2.04M | 0.6%0.5% | +0.04 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 115,149101,174 | +13,975+13.8% | $10.1M$8.39M | +$1.23M | 0.6%0.5% | +0.04 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 135,27098,463 | +36,807+37.4% | $10.1M$7.72M | +$2.75M | 0.6%0.5% | +0.08 |
| COSTCostco Wholesale Corp | AddedHistory | 10,7269,969 | +757+7.6% | $9.83M$8.84M | +$693.6K | 0.6%0.6% | −0.01 |
| CVXChevron Corp | ReducedHistory | 67,14167,246 | −105−0.2% | $9.72M$9.90M | −$15.2K | 0.5%0.6% | −0.08 |
| METAMeta Platforms, Inc. | AddedHistory | 16,36015,652 | +708+4.5% | $9.58M$8.96M | +$414.6K | 0.5%0.6% | −0.03 |
| Vanguard Health Care ETF92204A504 | Reduced– | 37,04263,207 | −26,165−41.4% | $9.40M$17.8M | −$6.64M | 0.5%1.1% | −0.60 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 20,26919,868 | +401+2.0% | $9.19M$9.14M | +$181.8K | 0.5%0.6% | −0.06 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 15,57611,441 | +4,135+36.1% | $9.13M$6.56M | +$2.42M | 0.5%0.4% | +0.10 |
| BXBlackstone Inc. | ReducedHistory | 52,57852,769 | −191−0.4% | $9.07M$8.08M | −$32.9K | 0.5%0.5% | 0.00 |
| AZOAutoZone Inc | AddedHistory | 2,7602,743 | +17+0.6% | $8.84M$8.64M | +$54.4K | 0.5%0.5% | −0.05 |
| Vanguard Real Estate ETF922908553 | Added– | 93,39288,587 | +4,805+5.4% | $8.32M$8.63M | +$428.0K | 0.5%0.5% | −0.08 |
| Capital Group Core Equity Et14020V108 | Added– | 236,50924,938 | +211,571+848.4% | $8.27M$854.9K | +$7.40M | 0.5%0.1% | +0.41 |
| GPKGraphic Packaging Holding Co | ReducedHistory | 303,212304,099 | −887−0.3% | $8.24M$9.00M | −$24.1K | 0.5%0.6% | −0.11 |
| AMATApplied Materials Inc | ReducedHistory | 49,38649,408 | −220.0% | $8.03M$9.98M | −$3.58K | 0.5%0.6% | −0.18 |
| Dimensional ETF Trust25434V625 | Added– | 123,453107,910 | +15,543+14.4% | $7.92M$6.84M | +$997.2K | 0.4%0.4% | +0.01 |
| JPMJPMorgan Chase & Co | AddedHistory | 32,76531,875 | +890+2.8% | $7.85M$6.72M | +$213.3K | 0.4%0.4% | +0.02 |
| Vanguard BD Index FDS921937793 | Added– | 113,517104,796 | +8,721+8.3% | $7.77M$7.88M | +$596.8K | 0.4%0.5% | −0.06 |
| iShares Tr464287721 | Added– | 48,63245,129 | +3,503+7.8% | $7.76M$6.84M | +$558.8K | 0.4%0.4% | 0.00 |
| AMGNAmgen Inc | ReducedHistory | 29,06329,471 | −408−1.4% | $7.57M$9.50M | −$106.3K | 0.4%0.6% | −0.18 |
| Goldman Sachs ETF Tr381430107 | Reduced– | 220,970295,414 | −74,444−25.2% | $7.37M$10.7M | −$2.48M | 0.4%0.7% | −0.26 |
| AMHAmerican Homes 4 Rent | AddedHistory | 196,084187,714 | +8,370+4.5% | $7.34M$7.21M | +$313.2K | 0.4%0.5% | −0.04 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 322,434133,495 | +188,939+141.5% | $7.16M$3.09M | +$4.19M | 0.4%0.2% | +0.21 |
| Vanguard Scottsdale FDS92206C102 | Added– | 120,25665,621 | +54,635+83.3% | $7.00M$3.87M | +$3.18M | 0.4%0.2% | +0.15 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 120,930109,258 | +11,672+10.7% | $6.96M$6.50M | +$671.5K | 0.4%0.4% | −0.02 |
| Capital Group Intl Focus EQT14019W109 | Added– | 277,4995,207 | +272,292+5,229.3% | $6.85M$140.4K | +$6.72M | 0.4%<0.1% | +0.38 |
| WMTWalmart Inc. | AddedHistory | 73,28869,807 | +3,481+5.0% | $6.62M$5.64M | +$314.5K | 0.4%0.4% | +0.02 |
| MSTRStrategy Inc | ReducedHistory | 22,71625,564 | −2,848−11.1% | $6.58M$4.31M | −$824.8K | 0.4%0.3% | +0.10 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 873,513826,917 | +46,596+5.6% | $6.51M$6.30M | +$347.1K | 0.4%0.4% | −0.03 |
| iShares Russell 1000 Growth ETF464287614 | Added– | 15,95615,657 | +299+1.9% | $6.41M$5.88M | +$120.1K | 0.4%0.4% | −0.01 |
| RBARB Global Inc. | AddedHistory | 69,25467,032 | +2,222+3.3% | $6.25M$5.40M | +$200.4K | 0.4%0.3% | +0.01 |
| Capital Group Growth ETF14020G101 | Added– | 164,758155,346 | +9,412+6.1% | $6.12M$5.40M | +$349.8K | 0.3%0.3% | 0.00 |
| COPConocoPhillips | AddedHistory | 61,72161,567 | +154+0.3% | $6.12M$6.48M | +$15.3K | 0.3%0.4% | −0.07 |
| Dimensional ETF Trust25434V401 | Added– | 94,07388,696 | +5,377+6.1% | $6.00M$5.52M | +$342.8K | 0.3%0.3% | −0.01 |
| Dimensional ETF Trust25434V831 | Added– | 175,791148,852 | +26,939+18.1% | $5.94M$5.07M | +$910.3K | 0.3%0.3% | +0.01 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 16,68516,518 | +167+1.0% | $5.71M$4.63M | +$57.1K | 0.3%0.3% | +0.03 |
| VVisa Inc. | AddedHistory | 18,01415,300 | +2,714+17.7% | $5.69M$4.21M | +$857.7K | 0.3%0.3% | +0.05 |
| DHIHorton D R Inc | AddedHistory | 38,93138,622 | +309+0.8% | $5.44M$7.37M | +$43.2K | 0.3%0.5% | −0.16 |
| Vanguard World FD921910816 | Reduced– | 15,33615,660 | −324−2.1% | $5.27M$5.04M | −$111.3K | 0.3%0.3% | −0.02 |
| ASMLASML Holding NV | AddedHistory | 7,456522 | +6,934+1,328.4% | $5.17M$434.9K | +$4.81M | 0.3%<0.1% | +0.26 |
| Dimensional ETF Trust25434V724 | Unchanged– | 125,781125,781 | 00.0% | $5.15M$5.24M | $0 | 0.3%0.3% | −0.04 |
| Timothy Plan887432359 | Added– | 115,74098,926 | +16,814+17.0% | $4.96M$4.35M | +$720.1K | 0.3%0.3% | 0.00 |
| Vanguard World FD921910840 | Reduced– | 38,85839,337 | −479−1.2% | $4.85M$5.05M | −$59.8K | 0.3%0.3% | −0.05 |
| BRK.ABerkshire Hathaway Inc | UnchangedHistory | 77 | 00.0% | $4.77M$4.84M | $0 | 0.3%0.3% | −0.04 |
| Invesco QQQ Trust Series I46090E103 | Added– | 9,3217,954 | +1,367+17.2% | $4.76M$3.88M | +$698.8K | 0.3%0.2% | +0.02 |
| Dimensional ETF Trust25434V799 | Added– | 184,356137,076 | +47,280+34.5% | $4.76M$3.86M | +$1.22M | 0.3%0.2% | +0.02 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 71,64958,672 | +12,977+22.1% | $4.66M$3.81M | +$844.5K | 0.3%0.2% | +0.02 |
| Northern LTS FD Tr IV66538H419 | Added– | 158,304151,439 | +6,865+4.5% | $4.59M$4.89M | +$199.1K | 0.3%0.3% | −0.05 |
| PPGPPG Industries Inc | ReducedHistory | 37,83045,825 | −7,995−17.4% | $4.52M$6.07M | −$955.0K | 0.3%0.4% | −0.13 |
| iShares Tr464287432 | Added– | 49,8052,853 | +46,952+1,645.7% | $4.35M$279.9K | +$4.10M | 0.2%<0.1% | +0.23 |
| iShares Tr46429B655 | Added– | 83,81975,611 | +8,208+10.9% | $4.26M$3.86M | +$417.6K | 0.2%0.2% | 0.00 |
| IIIVi3 Verticals, Inc. | ReducedHistory | 184,111193,676 | −9,565−4.9% | $4.24M$4.13M | −$220.4K | 0.2%0.3% | −0.02 |
| AHRAmerican Healthcare REIT, Inc. | AddedHistory | 149,161136,279 | +12,882+9.5% | $4.24M$3.56M | +$366.1K | 0.2%0.2% | +0.01 |
| PANWPalo Alto Networks Inc | AddedConverted for a 2-for-1 splitHistory | 22,87022,550 | +320+1.4% | $4.16M$3.85M | +$58.2K | 0.2%0.2% | −0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Reduced– | 25,51525,869 | −354−1.4% | $4.13M$4.34M | −$57.3K | 0.2%0.3% | −0.04 |
| American Centy ETF Tr025072703 | Added– | 65,54647,571 | +17,975+37.8% | $4.02M$3.19M | +$1.10M | 0.2%0.2% | +0.02 |
| NFLXNetflix Inc | AddedHistory | 4,4454,380 | +65+1.5% | $3.96M$3.11M | +$57.9K | 0.2%0.2% | +0.03 |
| iShares Russell 1000 Value ETF464287598 | Added– | 20,58220,371 | +211+1.0% | $3.81M$3.87M | +$39.1K | 0.2%0.2% | −0.03 |
| Timothy Plan887432326 | Added– | 103,256102,294 | +962+0.9% | $3.75M$3.86M | +$35.0K | 0.2%0.2% | −0.03 |
| Vanguard Total World Stock ETF922042742 | Added– | 31,40123,472 | +7,929+33.8% | $3.69M$2.81M | +$931.5K | 0.2%0.2% | +0.03 |
| Dimensional ETF Trust25434V807 | Reduced– | 103,583105,213 | −1,630−1.5% | $3.68M$4.01M | −$57.8K | 0.2%0.3% | −0.05 |
| ProShares Tr74347R842 | New– | 86,6940 | +86,694 | $3.63M$0 | +$3.63M | 0.2%0.0% | +0.20 |
| MAMastercard Inc | AddedHistory | 6,8365,228 | +1,608+30.8% | $3.60M$2.58M | +$846.8K | 0.2%0.2% | +0.04 |
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.