EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.

Positions: 3,750; +712 vs. Q3 2024
Portfolio value: $1.78B; +$199.6M (+12.6%) vs. Q3 2024
Filed: Feb 10, 2025; SEC

Holdings of EverSource Wealth Advisors, LLC in Q4 2024
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	143,303	$3.56M	0.2%	+63,132+78.7%	Added	–
FANGDiamondback Energy, Inc.	Stock	21,485	$3.52M	0.2%	+5,754+36.6%	Added	History
Vanguard High Dividend Yield Index ETF921946406	ETF	27,222	$3.47M	0.2%	+3,037+12.6%	Added	–
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	88,750	$3.45M	0.2%	−4,793−5.1%	Reduced	–
Schwab US Dividend Equity ETF808524797	ETF	126,153	$3.45M	0.2%	−53,538−29.8%	ReducedConverted for a 3-for-1 split	–
MASMasco Corp	COM	47,398	$3.44M	0.2%	+389+0.8%	Added	History
Pacer US Small Cap Cash Cows ETF69374H857	ETF	78,008	$3.43M	0.2%	+2,173+2.9%	Added	–
XOMExxonMobil Holdings Corp	COM	31,721	$3.41M	0.2%	+1,115+3.6%	Added	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	16,958	$3.36M	0.2%	+3,056+22.0%	Added	–
LKQLKQ Corp	COM	91,086	$3.35M	0.2%	+4,524+5.2%	Added	History
DEDeere & Co	Stock	7,782	$3.30M	0.2%	+131+1.7%	Added	History
ETF Opportunities Trust26923N405	APPLIED FINA VAL	86,583	$3.17M	0.2%	+16,673+23.8%	Added	–
LLYEli Lilly & Co	Stock	4,043	$3.12M	0.2%	+248+6.5%	Added	History
Vanguard Long-Term Treasury ETF92206C847	ETF	55,827	$3.09M	0.2%	+27,989+100.5%	Added	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	55,128	$3.07M	0.2%	−608−1.1%	Reduced	–
American Centy ETF Tr025072802	INTL SMCP VLU	44,408	$2.89M	0.2%	+2,538+6.1%	Added	–
GSGoldman Sachs Group Inc	Stock	4,951	$2.84M	0.2%	+119+2.5%	Added	History
State Street SPDR S&P Regional Banking ETF78464A698	ETF	44,697	$2.70M	0.2%	+44,697	New	–
SFBSServisFirst Bancshares, Inc.	COM	31,265	$2.65M	0.1%	−670−2.1%	Reduced	History
PGProcter & Gamble Co	Stock	15,582	$2.61M	0.1%	+775+5.2%	Added	History
JNJJohnson & Johnson	Stock	17,783	$2.57M	0.1%	−1,338−7.0%	Reduced	History
MCDMcDonalds Corp	Stock	8,821	$2.56M	0.1%	+308+3.6%	Added	History
Timothy Plan887432342	U S SM CP CORE	65,397	$2.55M	0.1%	+5,271+8.8%	Added	–
CRMSalesforce, Inc.	Stock	7,428	$2.48M	0.1%	+1,072+16.9%	Added	History
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	50,738	$2.48M	0.1%	−1,527−2.9%	Reduced	–
TJXTJX Companies Inc	Stock	20,369	$2.46M	0.1%	+759+3.9%	Added	History
ORCLOracle Corp	Stock	14,727	$2.45M	0.1%	+426+3.0%	Added	History
iShares Core S&P Mid-Cap ETF464287507	ETF	38,223	$2.38M	0.1%	+1,344+3.6%	Added	–
iShares Tr464288877	EAFE VALUE ETF	45,163	$2.37M	0.1%	+5,102+12.7%	Added	–
Dimensional ETF Trust25434V765	INTL HIGH PROFIT	93,918	$2.37M	0.1%	+20,252+27.5%	Added	–
GLDSPDR Gold Trust	ETF	9,782	$2.37M	0.1%	+1,061+12.2%	Added	History
CLHClean Harbors Inc	COM	10,134	$2.33M	0.1%	+72+0.7%	Added	History
ABTAbbott Laboratories	Stock	20,500	$2.32M	0.1%	−5,423−20.9%	Reduced	History
MARAMARA Holdings, Inc.	COM	134,868	$2.26M	0.1%	+3,149+2.4%	Added	History
SOSouthern Co	Stock	27,468	$2.26M	0.1%	+550+2.0%	Added	History
iShares Tr464287630	RUS 2000 VAL ETF	13,727	$2.25M	0.1%	+552+4.2%	Added	–
BACBank of America Corp	Stock	50,538	$2.22M	0.1%	+247+0.5%	Added	History
iShares Tr464288158	SHRT NAT MUN ETF	20,376	$2.15M	0.1%	+6,607+48.0%	Added	–
WSOWatsco Inc	COM	4,500	$2.13M	0.1%	+391+9.5%	Added	History
SPDR Series Trust78464A763	ST STR SP DIV	15,974	$2.11M	0.1%	−12,475−43.9%	Reduced	–
iShares Tr464288414	NATIONAL MUN ETF	19,802	$2.11M	0.1%	−802−3.9%	Reduced	–
Vanguard Scottsdale FDS92206C680	VNG RUS1000GRW	20,199	$2.09M	0.1%	−788−3.8%	Reduced	–
PNFPPinnacle Financial Partners, Inc.	COM	17,996	$2.06M	0.1%	+20+0.1%	Added	History
KNXKnight-Swift Transportation Holdings Inc.	CL A	38,808	$2.06M	0.1%	+1,766+4.8%	Added	History
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	25,622	$2.06M	0.1%	+3,518+15.9%	Added	–
Capital Group Dividend Value14020W106	SHS CREAT UNIT	58,052	$2.05M	0.1%	−636−1.1%	Reduced	–
PIMCO ETF Tr72201R585	MULTISECTOR BD	78,482	$2.03M	0.1%	+13,530+20.8%	Added	–
iShares Russell Mid-Cap Growth ETF464287481	ETF	15,963	$2.02M	0.1%	−1,395−8.0%	Reduced	–
iShares Tr464288513	IBOXX HI YD ETF	25,405	$2.00M	0.1%	+25,215+13,271.1%	Added	–
Invesco S&P 500 Quality ETF46137V241	ETF	29,769	$2.00M	0.1%	+21,873+277.0%	Added	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	8,410	$1.96M	0.1%	+4,837+135.4%	Added	–
iShares S&P 500 Growth ETF464287309	ETF	19,109	$1.94M	0.1%	+1,242+7.0%	Added	–
FDXFedEx Corp	Stock	6,875	$1.93M	0.1%	−5,634−45.0%	Reduced	History
ABBVAbbVie Inc.	Stock	10,818	$1.92M	0.1%	+1,119+11.5%	Added	History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620	ETF	37,623	$1.89M	0.1%	−1,997−5.0%	Reduced	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	21,923	$1.88M	0.1%	+1,165+5.6%	Added	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	9,462	$1.87M	0.1%	+1,013+12.0%	Added	History
Dimensional ETF Trust25434V732	EMERGING MKTS CO	70,940	$1.86M	0.1%	+9,131+14.8%	Added	–
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	36,651	$1.84M	0.1%	+14,807+67.8%	Added	–
UNHUnitedHealth Group Inc	Stock	3,606	$1.82M	0.1%	+719+24.9%	Added	History
iShares Tr46434V613	CORE UNIVRSL USD	40,088	$1.81M	0.1%	−4,869−10.8%	Reduced	–
American Centy ETF Tr025072877	US SML CP VALU	18,683	$1.80M	0.1%	+4,404+30.8%	Added	–
State Street SPDR Bloomberg Convertible Securities ETF78464A359	ETF	22,965	$1.79M	0.1%	+22,965	New	–
iShares Tr464288281	JPMORGAN USD EMG	19,769	$1.76M	0.1%	+17,454+754.0%	Added	–
SCHWSchwab Charles Corp	Stock	23,017	$1.70M	0.1%	+313+1.4%	Added	History
iShares Russell Mid-Cap Value ETF464287473	ETF	13,165	$1.70M	0.1%	−950−6.7%	Reduced	–
iShares Tr464288661	3 7 YR TREAS BD	14,614	$1.69M	0.1%	+1,796+14.0%	Added	–
BERYBerry Global Group, Inc.	COM	26,092	$1.69M	0.1%	−2,835−9.8%	Reduced	History
MSMorgan Stanley	Stock	13,160	$1.65M	0.1%	+1,265+10.6%	Added	History
iShares Inc46434G764	MSCI EMRG CHN	29,467	$1.63M	0.1%	+441+1.5%	Added	–
iShares Tr464288448	INTL SEL DIV ETF	59,666	$1.63M	0.1%	−57,776−49.2%	Reduced	–
Vanguard Star FDS921909768	VG TL INTL STK F	27,664	$1.63M	0.1%	+8,428+43.8%	Added	–
ACNAccenture plc	Stock	4,619	$1.62M	0.1%	+67+1.5%	Added	History
iShares MSCI Eafe ETF464287465	ETF	21,491	$1.62M	0.1%	−417−1.9%	Reduced	–
CCLCarnival Corp Ltd.	UNIT 99/99/9999	64,747	$1.61M	0.1%	−1,566−2.4%	Reduced	History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242	ETF	14,949	$1.60M	0.1%	+14,403+2,637.9%	Added	–
iShares Core S&P Small Cap ETF464287804	ETF	13,825	$1.59M	0.1%	+2,508+22.2%	Added	–
UGLProShares Trust II	ULTRA GOLD	17,034	$1.59M	0.1%	+17,034	New	History
Vanguard Scottsdale FDS92206C714	VNG RUS1000VAL	19,430	$1.58M	0.1%	+1,054+5.7%	Added	–
CIENCiena Corp	COM NEW	18,471	$1.57M	0.1%	+627+3.5%	Added	History
State Street Financial Select Sector SPDR ETF81369Y605	ETF	32,342	$1.56M	0.1%	+8,940+38.2%	Added	–
CATCaterpillar Inc	Stock	4,294	$1.56M	0.1%	+458+11.9%	Added	History
Vanguard Total Bond Market ETF921937835	ETF	21,574	$1.55M	0.1%	+11,246+108.9%	Added	–
WFCWells Fargo & Company	Stock	21,572	$1.52M	0.1%	+855+4.1%	Added	History
Vanguard Index FDS922908652	EXTEND MKT ETF	7,974	$1.51M	0.1%	+5,658+244.3%	Added	–
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	36,529	$1.51M	0.1%	+2,426+7.1%	Added	–
RTXRTX Corp	Stock	12,995	$1.50M	0.1%	+1,453+12.6%	Added	History
AAAUGoldman Sachs Physical Gold ETF	UNIT	57,920	$1.50M	0.1%	+16,120+38.6%	Added	History
Dimensional ETF Trust25434V658	GLOBAL REAL EST	57,981	$1.48M	0.1%	+38,542+198.3%	Added	–
Vanguard Morningstar Mid-Cap Growth ETF922908538	ETF	5,826	$1.48M	0.1%	−299−4.9%	Reduced	–
Amplify ETF Tr032108409	CWP ENHANCED DIV	35,762	$1.45M	0.1%	+8,512+31.2%	Added	–
LINLinde PLC	Stock	3,445	$1.44M	0.1%	+167+5.1%	Added	History
PEPPepsiCo Inc	Stock	9,454	$1.44M	0.1%	+431+4.8%	Added	History
KEXKirby Corp	COM	13,548	$1.43M	0.1%	+4,627+51.9%	Added	History
OXYOccidental Petroleum Corp	Stock	28,260	$1.40M	0.1%	−3,874−12.1%	Reduced	History
iShares MSCI USA Quality Factor ETF46432F339	ETF	7,794	$1.39M	0.1%	−177−2.2%	Reduced	–
DUKDuke Energy CORP	Stock	12,852	$1.38M	0.1%	+946+7.9%	Added	History
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788	ETF	31,460	$1.36M	0.1%	+31,110+8,888.6%	Added	–
MRKMerck & Co., Inc.	Stock	13,637	$1.36M	0.1%	−15,168−52.7%	Reduced	History
Direxion Shs ETF Tr25459W862	DRX S&P500BULL	8,030	$1.35M	0.1%	+8,030	New	–

Sold out since Q3 2024 (112)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 112 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2024
Security	Class	Shares in Q3 2024	Value in Q3 2024	% of portfolio in Q3 2024	History
iShares Tr464287275	GBL COMM SVC ETF	29,130	$2.74M	0.2%	–
iShares Inc46434G772	MSCI TAIWAN ETF	7,626	$410.8K	<0.1%	–
DBLDoubleLine Opportunistic Credit Fund	COM	9,408	$148.8K	<0.1%	History
SWNSouthwestern Energy Co	COM	11,792	$83.8K	<0.1%	History
BTOJohn Hancock Financial Opportunities Fund	SH BEN INT NEW	2,500	$82.9K	<0.1%	History
MROMarathon Oil Corp	COM	2,915	$77.6K	<0.1%	History
ORANYOrange	SPONSORED ADR	6,595	$75.7K	<0.1%	History
Global X FDS37954Y483	NASDAQ 100 COVER	3,809	$68.7K	<0.1%	–
DSLDoubleLine Income Solutions Fund	COM	4,000	$51.9K	<0.1%	History
ETF Ser Solutions26922A222	APTUS COLLRD INV	1,210	$48.1K	<0.1%	–
Victory Portfolios II92647N527	CORE BD ETF	974	$46.7K	<0.1%	–
PGZPrincipal Real Estate Income Fund	SHS BEN INT	4,149	$46.4K	<0.1%	History
iShares Tr464288851	US OIL GS EX ETF	450	$41.2K	<0.1%	–
SRTAStrata Critical Medical, Inc.	CL A COM	12,000	$35.3K	<0.1%	History
AGRAvangrid, Inc.	COM	910	$32.6K	<0.1%	History
Schwab International Small-Cap Equity ETF808524888	ETF	729	$28.1K	<0.1%	–
PRMWPrimo Water Corp	COM	1,022	$25.8K	<0.1%	History
WisdomTree Tr97717W315	EMER MKT HIGH FD	550	$24.2K	<0.1%	–
SRCLStericycle Inc	COM	329	$20.1K	<0.1%	History
VGRVector Group Ltd	COM	1,345	$20.1K	<0.1%	History
Innovator ETFs Trust45782C409	US EQTY BUFR JAN	400	$18.6K	<0.1%	–
CNRCore Natural Resources, Inc.	COM	171	$17.9K	<0.1%	History
Innovator ETFs Trust45782C888	US EQT BUFR APR	400	$17.3K	<0.1%	–
Innovator ETFs Trust45782C326	US EQTY BUFR MAY	400	$15.8K	<0.1%	–
Goldman Sachs ETF Tr381430479	ACCESS INVT GR	333	$15.8K	<0.1%	–
WisdomTree Tr97717W281	EMG MKTS SMCAP	293	$15.7K	<0.1%	–
SBRSabine Royalty Trust	UNIT BEN INT	255	$15.7K	<0.1%	History
ETF Ser Solutions26922A388	APTUS DEFINED	541	$15.3K	<0.1%	–
Proshares Ultrapro Short Qqq - US ETP74347G432	Exchange-Traded Fund	2,044	$15.1K	<0.1%	–
ENVEnvestnet, Inc.	COM	240	$15.0K	<0.1%	History
Atlantica Sustainable Infr PG0751N103	SHS	648	$14.2K	<0.1%	–
SQSPSquarespace, Inc.	CLASS A	306	$14.2K	<0.1%	History
Greenbrier Cos Inc393657AM3	NOTE 2.875% 4/1	12,000	$13.2K	<0.1%	–
Akamai Technologies Inc00971TAL5	NOTE 0.375% 9/0	12,000	$12.4K	<0.1%	–
Lci Inds501812AB7	NOTE 1.125% 5/1	12,000	$12.1K	<0.1%	–
ETF Ser Solutions26922A446	OPUS SML CP VL	301	$11.3K	<0.1%	–
ASTHAstrana Health, Inc.	COM NEW	188	$10.9K	<0.1%	History
Innovator ETFs Trust45782C870	US EQT PWR BUF	300	$10.8K	<0.1%	–
Ford MTR Co Del345370CZ1	NOTE 3/1	11,000	$10.8K	<0.1%	–
INSTInstructure Holdings, Inc.	COM	451	$10.6K	<0.1%	History
SHOSunstone Hotel Investors, Inc.	COM	858	$8.86K	<0.1%	History
iShares Tr46435G219	INVT GRAD SY ETF	177	$8.22K	<0.1%	–
PLPlanet Labs PBC	COM CL A	3,500	$7.80K	<0.1%	History
TWITitan International Inc	COM	902	$7.33K	<0.1%	History
PRFTPerficient Inc	COM	93	$7.02K	<0.1%	History
Affimed N VN01045207	ORDINARY SHS NEW	2,000	$6.72K	<0.1%	–
Biomarin Pharmaceutical Inc09061GAK7	NOTE 1.250% 5/1	7,000	$6.65K	<0.1%	–
RMRRMR Group Inc.	CL A	259	$6.57K	<0.1%	History
PKSTPeakstone Realty Trust	Common Stock	476	$6.49K	<0.1%	History
THRMGentherm Inc	COM	135	$6.28K	<0.1%	History
CTLTCatalent, Inc.	COM	100	$6.06K	<0.1%	History
Victory Portfolios II92647N535	SHORT TRM BD ETF	117	$5.93K	<0.1%	–
Innovator ETFs Trust45782C383	US EQTY PWR BUF	150	$5.89K	<0.1%	–
John Bean Technologies Corp477839AB0	NOTE 0.250% 5/1	6,000	$5.62K	<0.1%	–
IMCRImmunocore Holdings plc	ADS	167	$5.20K	<0.1%	History
VSTOVista Outdoor Inc.	COM	124	$4.86K	<0.1%	History
Olink Hldg AB680710100	SPONSORED ADS	173	$4.51K	<0.1%	–
AXNXAxonics, Inc.	COM	63	$4.38K	<0.1%	History
LANDGladstone Land Corp	COM	296	$4.11K	<0.1%	History
Series Portfolios Tr81752T510	UNUSUAL WHLS DEM	104	$3.89K	<0.1%	–
Series Portfolios Tr81752T494	UNUSUAL WHALES	117	$3.67K	<0.1%	–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735	ETF	96	$3.37K	<0.1%	–
PWSCPowerschool Holdings, Inc.	COM CL A	138	$3.15K	<0.1%	History
TWKSThoughtworks Holding, Inc.	COM	706	$3.12K	<0.1%	History
ARCOArcos Dorados Holdings Inc.	SHS CLASS -A -	341	$2.97K	<0.1%	History
Doubleline ETF Trust25861R303	COMMERCIAL REAL	55	$2.86K	<0.1%	–
PBR.APetrobras - Petroleo Brasileiro SA	SP ADR NON VTG	212	$2.80K	<0.1%	History
MYEMyers Industries Inc	COM	183	$2.53K	<0.1%	History
GOTUGaotu Techedu Inc.	SPONSORED ADS	627	$2.46K	<0.1%	History
Investment Managers Ser Tr I46144X628	AXS SHORT INNOV	85	$2.21K	<0.1%	–
FORRForrester Research, Inc.	COM	100	$1.80K	<0.1%	History
Exscientia PLC30223G102	ADS	342	$1.67K	<0.1%	–
MGPIMGP Ingredients Inc	COM	19	$1.58K	<0.1%	History
NNOXNano-X Imaging Ltd.	ORD SHS	233	$1.42K	<0.1%	History
NOAHNoah Holdings Ltd	SPON ADS	112	$1.38K	<0.1%	History
Innovator ETFs Tr45782C235	INVATR 20 PLS 9	57	$1.20K	<0.1%	–
HAYNHaynes International Inc	COM NEW	20	$1.19K	<0.1%	History
EVAEnviva, LLC	COM	2,851	$1.15K	<0.1%	History
ODPODP Corp	COM	38	$1.13K	<0.1%	History
Jacob FDS Inc469785703	FORWARD ETF	100	$1.08K	<0.1%	–
CHUYChuy's Holdings, Inc.	COM	26	$972	<0.1%	History
Abrdn ETFs003261104	BBRG ALL COMD K1	46	$940	<0.1%	–
LKFTLakefront Biotherapeutics NV	SPON ADR	32	$921	<0.1%	History
PDSPrecision Drilling Corp	COM NEW	12	$740	<0.1%	History
NAKNorthern Dynasty Minerals Ltd	COM NEW	2,000	$663	<0.1%	History
KLRSKalaris Therapeutics, Inc.	COM	695	$562	<0.1%	History
Curevac N VN2451R105	COM	181	$532	<0.1%	–
NVEENV5 Global, Inc.	COM	5	$467	<0.1%	History
LEGHLegacy Housing Corp	COM	17	$465	<0.1%	History
RCMR1 RCM Inc.	COM	32	$453	<0.1%	History
CMTGClaros Mortgage Trust, Inc.	COMMON STOCK	55	$412	<0.1%	History
GOOSCanada Goose Holdings Inc.	SHS SUB VTG	28	$351	<0.1%	History
RILYBRC Group Holdings, Inc.	COM	55	$289	<0.1%	History
GRNBarclays Bank PLC	ETN 49	10	$260	<0.1%	History
ACHAccendra Health Inc	Stock	16	$251	<0.1%	History
RENTRent the Runway, Inc.	CL A NEW	26	$251	<0.1%	History
AVIRAtea Pharmaceuticals, Inc.	COM	69	$231	<0.1%	History
Sprott FDS Tr85208P303	URANIUM MINERS E	3	$138	<0.1%	–
CURICuriosityStream Inc.	COM CL A	54	$103	<0.1%	History
EHTHeHealth, Inc.	COM	20	$82	<0.1%	History