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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2024

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

Institution overview
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
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V567GLOBAL CR ETF25,316$1.33M0.1%+4,590+22.1%Added–
CACCCredit Acceptance CorpCOM2,830$1.33M0.1%−354−11.1%ReducedHistory
WPCW. P. Carey Inc.COM24,247$1.32M0.1%+570+2.4%AddedHistory
GEGeneral Electric CoStock7,908$1.32M0.1%+1,898+31.6%AddedHistory
Vanguard Wellington FD921935870SHORT TRM TAX EX13,009$1.30M0.1%+13,009New–
BABoeing CoStock7,345$1.30M0.1%+1,268+20.9%AddedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF27,656$1.30M0.1%+825+3.1%Added–
iShares Russell 2000 Growth ETF464287648ETF4,450$1.28M0.1%+27+0.6%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF2,248$1.28M0.1%−108−4.6%ReducedHistory
Franklin Templeton ETF Tr35473P652FTSE EUROPE46,058$1.28M0.1%+23,110+100.7%Added–
WisdomTree Tr97717X578EM EX ST-OWNED41,605$1.27M0.1%+4,024+10.7%Added–
iShares Russell 2000 ETF464287655ETF5,637$1.25M0.1%−171−2.9%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES51,549$1.24M0.1%+9,737+23.3%AddedConverted for a 2-for-1 split–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID32,263$1.21M0.1%−3,567−10.0%Reduced–
Vanguard BD Index FDS92203C303VANGUARD ULTRA24,172$1.20M0.1%+24,172New–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,460$1.20M0.1%−824−7.3%Reduced–
VanEck ETF Trust92189H409HIGH YLD MUNIETF22,949$1.19M0.1%−2,203−8.8%Reduced–
ProShares Tr74347X831ULTRAPRO QQQ14,924$1.18M0.1%+14,786+10,714.5%Added–
SGISomnigroup International Inc.COM20,803$1.18M0.1%+20,803NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF4,430$1.17M0.1%+3,291+288.9%Added–
CMCSAComcast CorpStock31,076$1.17M0.1%+843+2.8%AddedHistory
QCOMQualcomm IncStock7,507$1.15M0.1%+485+6.9%AddedHistory
MCKMcKesson CorpStock2,007$1.14M0.1%+144+7.7%AddedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X26,932$1.13M0.1%+26,932New–
LOWLowes Companies IncStock4,548$1.12M0.1%+366+8.8%AddedHistory
LMTLockheed Martin CorpStock2,300$1.12M0.1%−815−26.2%ReducedHistory
SBUXStarbucks CorpStock12,215$1.11M0.1%−484−3.8%ReducedHistory
NOWServiceNow, Inc.Stock1,048$1.11M0.1%+39+3.9%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN56,243$1.10M0.1%+39,202+230.0%AddedHistory
Dimensional ETF Trust25434V575INTL COR FIX ETF21,038$1.10M0.1%+2,677+14.6%Added–
JBLJabil IncStock7,618$1.10M0.1%+138+1.8%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT21,339$1.09M0.1%−304−1.4%Reduced–
MPCMarathon Petroleum CorpStock7,798$1.09M0.1%+545+7.5%AddedHistory
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF41,465$1.08M0.1%−1,796−4.2%Reduced–
BlackRock ETF Trust09290C509ISHA US AWAR ETF16,765$1.07M0.1%−630−3.6%Reduced–
MRSHMarsh & McLennan Companies, Inc.Stock5,042$1.07M0.1%+335+7.1%AddedHistory
AXPAmerican Express CoStock3,566$1.06M0.1%+402+12.7%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF15,039$1.06M0.1%+6,412+74.3%Added–
Bank of Amer Corp0605056827.25%CNV PFD L861$1.05M0.1%+9+1.1%Added–
ADBEAdobe Inc.Stock2,351$1.05M0.1%−155−6.2%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF15,033$1.04M0.1%+37+0.2%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF33,915$1.03M0.1%+2,785+8.9%Added–
RSGRepublic Services, Inc.COM5,061$1.02M0.1%+41+0.8%AddedHistory
CSLCarlisle Companies IncCOM2,748$1.01M0.1%−2−0.1%ReducedHistory
KOCoca Cola CoStock16,156$1.01M0.1%+677+4.4%AddedHistory
DISWalt Disney CoStock9,002$1.00M0.1%−1,188−11.7%ReducedHistory
HALHalliburton CoStock36,612$995.5K0.1%+573+1.6%AddedHistory
AMDAdvanced Micro Devices IncStock8,149$984.3K0.1%−410−4.8%ReducedHistory
DDominion Energy, IncStock18,060$972.7K0.1%−1,014−5.3%ReducedHistory
CSCOCisco Systems, Inc.Stock16,427$972.5K0.1%+2,863+21.1%AddedHistory
PFEPfizer IncStock35,435$940.1K0.1%+500+1.4%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF9,690$938.9K0.1%+5,184+115.0%Added–
iShares S&P 100 ETF464287101ETF3,243$936.7K0.1%−82−2.5%Reduced–
SLViShares Silver TrustETF35,433$933.0K0.1%+7,158+25.3%AddedHistory
ProShares Tr74347X864ULTRPRO S&P50010,404$922.2K0.1%+10,404New–
UNPUnion Pacific CorpStock4,017$916.1K0.1%−95−2.3%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF9,397$909.9K0.1%+2,499+36.2%Added–
Vanguard Mun BD FDS922907738INTERMEDIATE TRM9,125$906.9K0.1%+9,125New–
Schwab U.S. Large-Cap ETF808524201ETF38,211$885.7K<0.1%+2,160+6.0%AddedConverted for a 3-for-1 split–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT30,270$884.5K<0.1%+246+0.8%Added–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF24,735$882.3K<0.1%+24,735New–
iShares Tr464287291GLOBAL TECH ETF10,367$878.6K<0.1%+204+2.0%Added–
VZVerizon Communications IncStock21,723$868.7K<0.1%+5,391+33.0%AddedHistory
TPRTapestry, Inc.COM13,192$861.8K<0.1%+620+4.9%AddedHistory
IBITiShares Bitcoin Trust ETFETF16,239$861.5K<0.1%+4,186+34.7%AddedHistory
TAT&T Inc.Stock37,590$855.9K<0.1%+8,788+30.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,884$855.8K<0.1%−450−8.4%Reduced–
PMPhilip Morris International Inc.Stock7,033$846.5K<0.1%−154−2.1%ReducedHistory
Cyberark Software LtdM2682V108SHS2,507$835.2K<0.1%+19+0.8%Added–
NKENIKE, Inc.Stock10,938$827.7K<0.1%−1,693−13.4%ReducedHistory
iShares Tr46436E767ESG MSCI USA ETF16,643$827.5K<0.1%+1,537+10.2%Added–
iShares Tr46435G425ESG AWR MSCI USA6,398$824.2K<0.1%−262−3.9%Reduced–
EXPDExpeditors International of Washington IncCOM7,436$823.7K<0.1%+125+1.7%AddedHistory
PKGPackaging Corp of AmericaStock3,637$818.9K<0.1%+66+1.8%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY8,091$811.7K<0.1%+55+0.7%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF31,694$804.1K<0.1%+31,635+53,618.6%Added–
DGXQuest Diagnostics IncCOM5,277$796.1K<0.1%+20+0.4%AddedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF27,797$795.3K<0.1%+12,521+82.0%Added–
TXNTexas Instruments IncStock4,210$789.4K<0.1%+26+0.6%AddedHistory
FISVFiserv IncStock3,828$786.3K<0.1%−403−9.5%ReducedHistory
iShares Tr46435G193ESG AWRE USD ETF34,282$778.9K<0.1%+1,563+4.8%Added–
IBMInternational Business Machines CorpStock3,536$777.3K<0.1%+872+32.7%AddedHistory
VLOValero Energy CorpStock6,296$771.8K<0.1%+210+3.5%AddedHistory
ANETArista Networks, Inc.Stock6,968$770.2K<0.1%+1,156+19.9%AddedConverted for a 4-for-1 splitHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,594$769.6K<0.1%+365+7.0%Added–
BLKBlackRock, Inc.Stock746$765.1K<0.1%+257+52.6%AddedHistory
CEGConstellation Energy CorpStock3,417$764.5K<0.1%+163+5.0%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF22,398$759.5K<0.1%+20,078+865.4%Added–
EOGEOG Resources IncStock6,190$758.8K<0.1%+76+1.2%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF6,864$756.8K<0.1%−543−7.3%Reduced–
TMOThermo Fisher Scientific Inc.Stock1,453$756.1K<0.1%−100−6.4%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF28,033$754.6K<0.1%+4,508+19.2%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,751$745.2K<0.1%+474+37.1%AddedHistory
Vanguard Information Technology ETF92204A702ETF1,181$734.2K<0.1%+358+43.5%Added–
CVSCVS Health CorpStock16,318$732.5K<0.1%+490+3.1%AddedHistory
Pacer FDS Tr69374H709GLOBL CASH ETF21,621$729.5K<0.1%+14+0.1%Added–
ADPAutomatic Data Processing IncStock2,487$728.3K<0.1%+151+6.5%AddedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF10,658$723.5K<0.1%+19+0.2%Added–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$722.7K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM2,088$709.7K<0.1%+302+16.9%AddedHistory

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
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr464287275GBL COMM SVC ETF29,130$2.74M0.2%–
iShares Inc46434G772MSCI TAIWAN ETF7,626$410.8K<0.1%–
DBLDoubleLine Opportunistic Credit FundCOM9,408$148.8K<0.1%History
SWNSouthwestern Energy CoCOM11,792$83.8K<0.1%History
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$82.9K<0.1%History
MROMarathon Oil CorpCOM2,915$77.6K<0.1%History
ORANYOrangeSPONSORED ADR6,595$75.7K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER3,809$68.7K<0.1%–
DSLDoubleLine Income Solutions FundCOM4,000$51.9K<0.1%History
ETF Ser Solutions26922A222APTUS COLLRD INV1,210$48.1K<0.1%–
Victory Portfolios II92647N527CORE BD ETF974$46.7K<0.1%–
PGZPrincipal Real Estate Income FundSHS BEN INT4,149$46.4K<0.1%History
iShares Tr464288851US OIL GS EX ETF450$41.2K<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM12,000$35.3K<0.1%History
AGRAvangrid, Inc.COM910$32.6K<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF729$28.1K<0.1%–
PRMWPrimo Water CorpCOM1,022$25.8K<0.1%History
WisdomTree Tr97717W315EMER MKT HIGH FD550$24.2K<0.1%–
SRCLStericycle IncCOM329$20.1K<0.1%History
VGRVector Group LtdCOM1,345$20.1K<0.1%History
Innovator ETFs Trust45782C409US EQTY BUFR JAN400$18.6K<0.1%–
CNRCore Natural Resources, Inc.COM171$17.9K<0.1%History
Innovator ETFs Trust45782C888US EQT BUFR APR400$17.3K<0.1%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$15.8K<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$15.8K<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP293$15.7K<0.1%–
SBRSabine Royalty TrustUNIT BEN INT255$15.7K<0.1%History
ETF Ser Solutions26922A388APTUS DEFINED541$15.3K<0.1%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$15.1K<0.1%–
ENVEnvestnet, Inc.COM240$15.0K<0.1%History
Atlantica Sustainable Infr PG0751N103SHS648$14.2K<0.1%–
SQSPSquarespace, Inc.CLASS A306$14.2K<0.1%History
Greenbrier Cos Inc393657AM3NOTE 2.875% 4/112,000$13.2K<0.1%–
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/012,000$12.4K<0.1%–
Lci Inds501812AB7NOTE 1.125% 5/112,000$12.1K<0.1%–
ETF Ser Solutions26922A446OPUS SML CP VL301$11.3K<0.1%–
ASTHAstrana Health, Inc.COM NEW188$10.9K<0.1%History
Innovator ETFs Trust45782C870US EQT PWR BUF300$10.8K<0.1%–
Ford MTR Co Del345370CZ1NOTE 3/111,000$10.8K<0.1%–
INSTInstructure Holdings, Inc.COM451$10.6K<0.1%History
SHOSunstone Hotel Investors, Inc.COM858$8.86K<0.1%History
iShares Tr46435G219INVT GRAD SY ETF177$8.22K<0.1%–
PLPlanet Labs PBCCOM CL A3,500$7.80K<0.1%History
TWITitan International IncCOM902$7.33K<0.1%History
PRFTPerficient IncCOM93$7.02K<0.1%History
Affimed N VN01045207ORDINARY SHS NEW2,000$6.72K<0.1%–
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6.65K<0.1%–
RMRRMR Group Inc.CL A259$6.57K<0.1%History
PKSTPeakstone Realty TrustCommon Stock476$6.49K<0.1%History
THRMGentherm IncCOM135$6.28K<0.1%History
CTLTCatalent, Inc.COM100$6.06K<0.1%History
Victory Portfolios II92647N535SHORT TRM BD ETF117$5.93K<0.1%–
Innovator ETFs Trust45782C383US EQTY PWR BUF150$5.89K<0.1%–
John Bean Technologies Corp477839AB0NOTE 0.250% 5/16,000$5.62K<0.1%–
IMCRImmunocore Holdings plcADS167$5.20K<0.1%History
VSTOVista Outdoor Inc.COM124$4.86K<0.1%History
Olink Hldg AB680710100SPONSORED ADS173$4.51K<0.1%–
AXNXAxonics, Inc.COM63$4.38K<0.1%History
LANDGladstone Land CorpCOM296$4.11K<0.1%History
Series Portfolios Tr81752T510UNUSUAL WHLS DEM104$3.89K<0.1%–
Series Portfolios Tr81752T494UNUSUAL WHALES117$3.67K<0.1%–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3.37K<0.1%–
PWSCPowerschool Holdings, Inc.COM CL A138$3.15K<0.1%History
TWKSThoughtworks Holding, Inc.COM706$3.12K<0.1%History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -341$2.97K<0.1%History
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2.86K<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2.80K<0.1%History
MYEMyers Industries IncCOM183$2.53K<0.1%History
GOTUGaotu Techedu Inc.SPONSORED ADS627$2.46K<0.1%History
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2.21K<0.1%–
FORRForrester Research, Inc.COM100$1.80K<0.1%History
Exscientia PLC30223G102ADS342$1.67K<0.1%–
MGPIMGP Ingredients IncCOM19$1.58K<0.1%History
NNOXNano-X Imaging Ltd.ORD SHS233$1.42K<0.1%History
NOAHNoah Holdings LtdSPON ADS112$1.38K<0.1%History
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.20K<0.1%–
HAYNHaynes International IncCOM NEW20$1.19K<0.1%History
EVAEnviva, LLCCOM2,851$1.15K<0.1%History
ODPODP CorpCOM38$1.13K<0.1%History
Jacob FDS Inc469785703FORWARD ETF100$1.08K<0.1%–
CHUYChuy's Holdings, Inc.COM26$972<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K146$940<0.1%–
LKFTLakefront Biotherapeutics NVSPON ADR32$921<0.1%History
PDSPrecision Drilling CorpCOM NEW12$740<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW2,000$663<0.1%History
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%History
Curevac N VN2451R105COM181$532<0.1%–
NVEENV5 Global, Inc.COM5$467<0.1%History
LEGHLegacy Housing CorpCOM17$465<0.1%History
RCMR1 RCM Inc.COM32$453<0.1%History
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%History
RILYBRC Group Holdings, Inc.COM55$289<0.1%History
GRNBarclays Bank PLCETN 4910$260<0.1%History
ACHAccendra Health IncStock16$251<0.1%History
RENTRent the Runway, Inc.CL A NEW26$251<0.1%History
AVIRAtea Pharmaceuticals, Inc.COM69$231<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E3$138<0.1%–
CURICuriosityStream Inc.COM CL A54$103<0.1%History
EHTHeHealth, Inc.COM20$82<0.1%History