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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
GDGeneral Dynamics CorpStock2,679$705.9K<0.1%+125+4.9%AddedHistory
CMGChipotle Mexican Grill IncCOM11,679$704.2K<0.1%+1,542+15.2%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF15,027$697.9K<0.1%+764+5.4%Added–
WisdomTree Tr97717W307US LARGECAP DIVD8,956$696.7K<0.1%−840−8.6%Reduced–
Dimensional ETF Trust25434V773INTL SMALL CAP E28,370$696.6K<0.1%+17,768+167.6%Added–
HONHoneywell International IncCOM3,061$691.3K<0.1%−334−9.8%ReducedHistory
SNOWSnowflake Inc.Stock4,472$690.5K<0.1%+21+0.5%AddedHistory
ETNEaton Corp plcStock2,055$682.1K<0.1%+216+11.7%AddedHistory
BKNGBooking Holdings Inc.Stock135$671.2K<0.1%+24+21.6%AddedHistory
GEVGE Vernova Inc.Stock2,031$668.1K<0.1%+745+57.9%AddedHistory
iShares Tr46434V647GLOBAL REIT ETF27,608$661.8K<0.1%−130.0%Reduced–
iShares Tr46435U853BROAD USD HIGH17,844$656.5K<0.1%+16,253+1,021.6%Added–
SAPSAP SEADR2,664$655.9K<0.1%+1,261+89.9%AddedHistory
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD33,860$655.5K<0.1%+8,822+35.2%Added–
NEENextera Energy IncStock9,071$650.3K<0.1%+702+8.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF12,365$645.7K<0.1%+3,095+33.4%Added–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X23,054$644.1K<0.1%+23,054New–
EFXEquifax IncCOM2,515$640.9K<0.1%+646+34.6%AddedHistory
FICOFair Isaac CorpCOM320$637.1K<0.1%−15−4.5%ReducedHistory
Timothy Plan887432334INTL ETF23,939$636.3K<0.1%−8,105−25.3%Reduced–
ISRGIntuitive Surgical IncCOM NEW1,210$631.6K<0.1%+170+16.3%AddedHistory
iShares S&P 500 Value ETF464287408ETF3,305$630.9K<0.1%+104+3.2%Added–
ODFLOld Dominion Freight Line, Inc.COM3,547$625.7K<0.1%+1,403+65.4%AddedHistory
XELXcel Energy IncStock9,242$624.0K<0.1%+160+1.8%AddedHistory
WMWaste Management IncStock3,091$623.8K<0.1%+49+1.6%AddedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS24,145$621.3K<0.1%−1,986−7.6%ReducedHistory
CBChubb LtdStock2,248$621.2K<0.1%+312+16.1%AddedHistory
DECKDeckers Outdoor CorpCOM3,056$620.6K<0.1%+343+12.6%AddedHistory
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF19,325$619.2K<0.1%+19,325New–
ROLRollins IncCOM13,244$613.9K<0.1%+4,938+59.5%AddedHistory
First Tr Exchange-Traded FD33738D879FT VEST RIS25,252$612.1K<0.1%+126+0.5%Added–
ORLYO Reilly Automotive IncStock508$602.4K<0.1%−3−0.6%ReducedHistory
AJGArthur J. Gallagher & Co.COM2,116$600.6K<0.1%+554+35.5%AddedHistory
GISGeneral Mills IncStock9,385$598.4K<0.1%−111−1.2%ReducedHistory
TTTrane Technologies plcSHS1,619$598.0K<0.1%+459+39.6%AddedHistory
CHHChoice Hotels International IncCOM4,204$596.9K<0.1%+29+0.7%AddedHistory
iShares Tr4642874571 3 YR TREAS BD7,262$595.3K<0.1%+1,120+18.2%Added–
UBERUber Technologies, IncStock9,820$592.3K<0.1%−2,311−19.1%ReducedHistory
DVNDevon Energy CorpStock17,954$587.6K<0.1%+721+4.2%AddedHistory
COOCooper Companies, Inc.COM6,297$578.9K<0.1%+518+9.0%AddedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE15,651$578.9K<0.1%−5,853−27.2%Reduced–
LIILennox International IncCOM950$578.8K<0.1%+14+1.5%AddedHistory
ADIAnalog Devices IncStock2,723$578.5K<0.1%+1,044+62.2%AddedHistory
Schwab US Tips ETF808524870ETF22,160$572.4K<0.1%−4,034−15.4%ReducedConverted for a 2-for-1 split–
ICEIntercontinental Exchange, Inc.Stock3,831$570.9K<0.1%−326−7.8%ReducedHistory
Innovator ETFs Trust45782C698US EQUT BUFR AUG13,062$569.3K<0.1%+35+0.3%Added–
PSXPhillips 66Stock4,934$562.2K<0.1%+239+5.1%AddedHistory
SPGIS&P Global Inc.Stock1,129$562.0K<0.1%+481+74.2%AddedHistory
KLACKLA CorpCOM NEW892$561.9K<0.1%−239−21.1%ReducedHistory
DHRDanaher CorpStock2,440$559.9K<0.1%+834+51.9%AddedHistory
Amplify ETF Tr032108722CWP INTL ENHANCE18,562$553.9K<0.1%+18,562New–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD23,505$551.0K<0.1%−11,882−33.6%Reduced–
AMPAmeriprise Financial IncCOM1,032$549.4K<0.1%+13+1.3%AddedHistory
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X15,455$543.4K<0.1%+15,455New–
iShares Tr46436E759ESG EAFE ETF8,308$536.8K<0.1%+1,410+20.4%Added–
ELVElevance Health, Inc.Stock1,453$536.0K<0.1%−308−17.5%ReducedHistory
JJacobs Solutions Inc.COM4,003$534.9K<0.1%+18+0.5%AddedHistory
SYKStryker CorpStock1,469$529.2K<0.1%+243+19.8%AddedHistory
Global X FDS37954Y673US INFR DEV ETF12,961$523.8K<0.1%+2,514+24.1%Added–
ZBRAZebra Technologies CorpCL A1,341$517.9K<0.1%+32+2.4%AddedHistory
MMM3M CoStock4,010$517.6K<0.1%+493+14.0%AddedHistory
GDXUBank of MontrealMICROSCTR 3X LEV18,916$514.1K<0.1%+18,916NewHistory
iShares Tr46435U218ESG MSCI LEADR4,970$512.1K<0.1%−140−2.7%Reduced–
MOAltria Group, Inc.Stock9,740$509.3K<0.1%+463+5.0%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,841$505.8K<0.1%+20.0%Added–
WRBBerkley W R CorpCOM8,616$504.2K<0.1%+355+4.3%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock2,854$504.2K<0.1%−49−1.7%ReducedHistory
LPLALPL Financial Holdings Inc.COM1,541$503.1K<0.1%+11+0.7%AddedHistory
EQIXEquinix IncCOM531$500.1K<0.1%+299+128.9%AddedHistory
POOLPool CorpCOM1,464$499.2K<0.1%+19+1.3%AddedHistory
CBSHCommerce Bancshares IncStock7,976$497.0K<0.1%+503+6.7%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR51,024$496.0K<0.1%+25,060+96.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock5,763$491.9K<0.1%−3,607−38.5%ReducedHistory
UPSUnited Parcel Service IncStock3,885$489.9K<0.1%+378+10.8%AddedHistory
STZConstellation Brands, Inc.Stock2,216$489.8K<0.1%+169+8.3%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,685$488.7K<0.1%+280+19.9%AddedHistory
MSIMotorola Solutions, Inc.Stock1,052$486.3K<0.1%+521+98.1%AddedHistory
WMBWilliams Companies, Inc.COM8,961$485.0K<0.1%+848+10.5%AddedHistory
RELXRELX PLCSPONSORED ADR10,613$482.0K<0.1%+4,824+83.3%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF7,606$480.3K<0.1%+338+4.7%Added–
Nextplat Corp Com New68557F100Stock443,388$478.9K<0.1%+443,388New–
TSCOTractor Supply CoCOM8,966$475.8K<0.1%+286+3.3%AddedConverted for a 5-for-1 splitHistory
iShares Flexible Income Active ETF092528603ETF9,098$473.3K<0.1%+3,296+56.8%Added–
WELLWelltower Inc.REIT3,753$473.0K<0.1%+1,583+72.9%AddedHistory
PAMPampa Energy Inc.SPONS ADR LVL I5,369$472.1K<0.1%+4,047+306.1%AddedHistory
DLRDigital Realty Trust, Inc.COM2,656$471.1K<0.1%+1,425+115.8%AddedHistory
CLXClorox CoStock2,892$469.7K<0.1%+30+1.0%AddedHistory
BSYBentley Systems IncCOM CL B10,035$468.6K<0.1%+317+3.3%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF19,196$466.3K<0.1%−10,726−35.8%ReducedConverted for a 2-for-1 split–
NVONovo Nordisk A SADR5,417$466.0K<0.1%−14,019−72.1%ReducedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF7,412$463.0K<0.1%+7,412New–
ALLEAllegion plcORD SHS3,540$462.6K<0.1%+30+0.9%AddedHistory
ARK Innovation ETF00214Q104ETF8,145$462.4K<0.1%+7,105+683.2%Added–
UBSUBS Group AGStock15,115$458.3K<0.1%+8,773+138.3%AddedHistory
COLBColumbia Banking System, Inc.COM16,905$456.6K<0.1%+59+0.4%AddedHistory
ROPRoper Technologies IncStock878$456.3K<0.1%+66+8.1%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR7,298$454.8K<0.1%+7,286+60,716.7%AddedHistory
TFCTruist Financial CorpCOM10,320$447.7K<0.1%+2,055+24.9%AddedHistory
VSTVistra Corp.Stock3,242$446.9K<0.1%+266+8.9%AddedHistory
SPDR Series Trust78468R200ST STR RATE ETF14,519$446.2K<0.1%+14,519New–

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