EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Positions: 4,009; +259 vs. Q4 2024
Portfolio value: $1.82B; +$40.5M (+2.3%) vs. Q4 2024
Filed: May 13, 2025; SEC

Holdings of EverSource Wealth Advisors, LLC in Q1 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Morningstar Growth ETF922908736	ETF	167,345	$62.1M	3.4%	+2,100+1.3%	Added	–
Vanguard Ftse Developed Markets ETF921943858	ETF	1,184,828	$60.2M	3.3%	−18,694−1.6%	Reduced	–
Vanguard Morningstar Value ETF922908744	ETF	311,989	$53.9M	3.0%	−8,033−2.5%	Reduced	–
AAPLApple Inc.	Stock	201,896	$44.8M	2.5%	−12,013−5.6%	Reduced	History
IAUiShares Gold Trust	ETF	713,233	$42.1M	2.3%	+25,505+3.7%	Added	History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	290,250	$26.6M	1.5%	−23,780−7.6%	Reduced	–
Vanguard Short-Term Bond ETF921937827	ETF	337,421	$26.4M	1.5%	+58,161+20.8%	Added	–
FBTCFidelity Wise Origin Bitcoin Fund	SHS	362,016	$26.1M	1.4%	+32,537+9.9%	Added	History
Vanguard S&P 500 ETF922908363	ETF	50,011	$25.7M	1.4%	−6,529−11.5%	Reduced	–
Pacer US Cash Cows 100 ETF69374H881	ETF	437,187	$23.9M	1.3%	+176,504+67.7%	Added	–
Elevation Series Trust210322202	SOVE CAP FLOU FD	787,432	$23.4M	1.3%	+47,077+6.4%	Added	–
MSFTMicrosoft Corp	Stock	61,855	$23.2M	1.3%	+3,216+5.5%	Added	History
AMZNAmazon Com Inc	Stock	121,158	$23.1M	1.3%	+15,696+14.9%	Added	History
Vanguard Dividend Appreciation ETF921908844	ETF	116,244	$22.6M	1.2%	+2,085+1.8%	Added	–
NVDANVIDIA Corp	Stock	202,002	$21.9M	1.2%	+26,367+15.0%	Added	History
Vanguard Ftse Emerging Markets ETF922042858	ETF	466,495	$21.1M	1.2%	−4,826−1.0%	Reduced	–
Vanguard Whitehall FDS921946810	INTL DVD ETF	251,150	$20.8M	1.1%	+31,161+14.2%	Added	–
TSLATesla, Inc.	Stock	77,530	$20.1M	1.1%	+3,959+5.4%	Added	History
Vanguard Morningstar Total Stock Market ETF922908769	ETF	72,433	$19.9M	1.1%	+2,922+4.2%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	239,138	$18.9M	1.0%	−11,504−4.6%	Reduced	–
PGRProgressive Corp	Stock	66,070	$18.7M	1.0%	+1,036+1.6%	Added	History
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	563,146	$18.6M	1.0%	+63,453+12.7%	Added	–
Vanguard Total International Bond ETF92203J407	ETF	369,124	$18.0M	1.0%	+6,384+1.8%	Added	–
GOOGLAlphabet Inc.	Stock	106,192	$16.4M	0.9%	−1,051−1.0%	Reduced	History
SPYSPDR S&P 500 ETF Trust	ETF	27,023	$15.1M	0.8%	+11,447+73.5%	Added	History
PLTRPalantir Technologies Inc.	Stock	178,637	$15.1M	0.8%	−45,705−20.4%	Reduced	History
iShares Core S&P 500 ETF464287200	ETF	26,675	$15.0M	0.8%	+3,278+14.0%	Added	–
AVGOBroadcom Inc.	Stock	87,202	$14.6M	0.8%	+2,886+3.4%	Added	History
Invesco Exch Traded FD Tr II46138G698	S&P 500 REVENUE	143,687	$14.3M	0.8%	+5,563+4.0%	Added	–
Pgim ETF Tr69344A834	AAA CLO ETF	245,892	$12.6M	0.7%	+245,892	New	–
Vanguard Morningstar Small-Cap ETF922908751	ETF	56,198	$12.5M	0.7%	−1,265−2.2%	Reduced	–
iShares Core Dividend Growth ETF46434V621	ETF	200,510	$12.4M	0.7%	+16,256+8.8%	Added	–
Ea Series Trust02072L532	BRID OMN SMA ETF	599,119	$11.6M	0.6%	+21,476+3.7%	Added	–
KKRKKR & Co. Inc.	COM	97,564	$11.3M	0.6%	−474−0.5%	Reduced	History
iShares Tr464288588	MBS ETF	118,638	$11.1M	0.6%	+4,958+4.4%	Added	–
CVXChevron Corp	Stock	65,400	$10.9M	0.6%	−1,741−2.6%	Reduced	History
Capital Group Core Equity Et14020V108	SHS CREAT UNIT	322,146	$10.8M	0.6%	+85,637+36.2%	Added	–
HDHome Depot, Inc.	Stock	29,236	$10.7M	0.6%	−687−2.3%	Reduced	History
AZOAutoZone Inc	COM	2,785	$10.6M	0.6%	+25+0.9%	Added	History
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	185,345	$10.6M	0.6%	+64,415+53.3%	Added	–
iShares MSCI Eafe ETF464287465	ETF	128,286	$10.5M	0.6%	+106,795+496.9%	Added	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	174,847	$10.4M	0.6%	−612−0.3%	Reduced	–
METAMeta Platforms, Inc.	Stock	17,938	$10.3M	0.6%	+1,578+9.6%	Added	History
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	222,233	$10.3M	0.6%	−14,328−6.1%	Reduced	–
CRHCRH Public Ltd Co	ORD	116,849	$10.3M	0.6%	+1,899+1.7%	Added	History
Capital Group Intl Focus EQT14019W109	SHS CREAT UNIT	402,935	$9.86M	0.5%	+125,436+45.2%	Added	–
Dimensional ETF Trust25434V799	INTL CORE EQUITY	345,956	$9.61M	0.5%	+161,600+87.7%	Added	–
AMGNAmgen Inc	Stock	30,547	$9.52M	0.5%	+1,484+5.1%	Added	History
MSTRStrategy Inc	Stock	32,088	$9.25M	0.5%	+9,372+41.3%	Added	History
Capital Grp Fixed Incm ETF T14020Y102	CORE PLUS INCM	405,631	$9.11M	0.5%	+83,197+25.8%	Added	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	118,791	$9.10M	0.5%	−16,479−12.2%	Reduced	–
Dimensional ETF Trust25434V625	US COR EQU 1 ETF	139,625	$8.56M	0.5%	+16,172+13.1%	Added	–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	102,620	$8.25M	0.5%	−12,529−10.9%	Reduced	–
ASMLASML Holding NV	ADR	12,241	$8.11M	0.4%	+4,785+64.2%	Added	History
Vanguard BD Index FDS921937793	LONG TERM BOND	114,832	$8.09M	0.4%	+1,315+1.2%	Added	–
JPMJPMorgan Chase & Co	Stock	32,706	$8.02M	0.4%	−59−0.2%	Reduced	History
GPKGraphic Packaging Holding Co	COM	307,723	$7.99M	0.4%	+4,511+1.5%	Added	History
AMATApplied Materials Inc	Stock	52,967	$7.69M	0.4%	+3,581+7.3%	Added	History
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	215,072	$7.67M	0.4%	−5,898−2.7%	Reduced	–
PFNPIMCO Income Strategy Fund II	COM	1,001,543	$7.55M	0.4%	+128,030+14.7%	Added	History
GOOGAlphabet Inc.	Stock	48,189	$7.53M	0.4%	−8,392−14.8%	Reduced	History
BXBlackstone Inc.	COM	53,488	$7.48M	0.4%	+910+1.7%	Added	History
BRK.BBerkshire Hathaway Inc	Stock	13,894	$7.40M	0.4%	−6,375−31.5%	Reduced	History
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	121,493	$7.13M	0.4%	+1,237+1.0%	Added	–
Capital Group Growth ETF14020G101	SHS CREAT UNIT	207,756	$7.12M	0.4%	+42,998+26.1%	Added	–
COPConocoPhillips	Stock	67,585	$7.10M	0.4%	+5,864+9.5%	Added	History
ETF Opportunities Trust26923N397	SMI 3FOURTEEN RE	291,830	$7.03M	0.4%	+291,830	New	–
AMHAmerican Homes 4 Rent	CL A	185,346	$7.01M	0.4%	−10,738−5.5%	Reduced	History
RBARB Global Inc.	COM	68,011	$6.82M	0.4%	−1,243−1.8%	Reduced	History
WMTWalmart Inc.	Stock	75,023	$6.59M	0.4%	+1,735+2.4%	Added	History
VVisa Inc.	Stock	18,746	$6.57M	0.4%	+732+4.1%	Added	History
Dimensional ETF Trust25434V831	US HIGH PROF ETF	195,428	$6.48M	0.4%	+19,637+11.2%	Added	–
Vanguard High Dividend Yield Index ETF921946406	ETF	47,773	$6.16M	0.3%	+20,551+75.5%	Added	–
CRWDCrowdStrike Holdings, Inc.	Stock	17,364	$6.12M	0.3%	+679+4.1%	Added	History
COSTCostco Wholesale Corp	Stock	6,051	$5.72M	0.3%	−4,675−43.6%	Reduced	History
Dimensional ETF Trust25434V401	US EQUI MARK ETF	93,024	$5.63M	0.3%	−1,049−1.1%	Reduced	–
Vanguard Total Bond Market ETF921937835	ETF	72,747	$5.34M	0.3%	+51,173+237.2%	Added	–
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	125,781	$5.18M	0.3%	00.0%	Unchanged	–
DHIHorton D R Inc	COM	40,581	$5.16M	0.3%	+1,650+4.2%	Added	History
Dimensional ETF Trust25434V658	GLOBAL REAL EST	196,234	$5.15M	0.3%	+138,253+238.4%	Added	–
Northern LTS FD Tr IV66538H419	INSPIRE INTL ETF	167,032	$5.14M	0.3%	+8,728+5.5%	Added	–
iShares Russell 1000 Growth ETF464287614	ETF	13,993	$5.05M	0.3%	−1,963−12.3%	Reduced	–
iShares Tr46429B655	FLTG RATE NT ETF	98,481	$5.03M	0.3%	+14,662+17.5%	Added	–
Dimensional U.S. Small Cap ETF25434V500	ETF	80,788	$4.83M	0.3%	+9,139+12.8%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	37,133	$4.78M	0.3%	−1,725−4.4%	Reduced	–
American Centy ETF Tr025072703	INTL EQT ETF	71,945	$4.77M	0.3%	+6,399+9.8%	Added	–
NFLXNetflix Inc	Stock	5,110	$4.77M	0.3%	+665+15.0%	Added	History
Vanguard World FD921910816	MEGA GRWTH IND	15,205	$4.70M	0.3%	−131−0.9%	Reduced	–
AHRAmerican Healthcare REIT, Inc.	COM SHS	145,517	$4.41M	0.2%	−3,644−2.4%	Reduced	History
PIMCO ETF Tr72201R585	MULTISECTOR BD	167,213	$4.41M	0.2%	+88,731+113.1%	Added	–
FANGDiamondback Energy, Inc.	Stock	27,479	$4.39M	0.2%	+5,994+27.9%	Added	History
XOMExxonMobil Holdings Corp	COM	36,183	$4.30M	0.2%	+4,462+14.1%	Added	History
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	26,039	$4.18M	0.2%	+524+2.1%	Added	–
LLYEli Lilly & Co	Stock	5,042	$4.16M	0.2%	+999+24.7%	Added	History
Vanguard Total World Stock ETF922042742	ETF	35,708	$4.14M	0.2%	+4,307+13.7%	Added	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	103,563	$4.08M	0.2%	−200.0%	Reduced	–
PANWPalo Alto Networks Inc	Stock	23,793	$4.06M	0.2%	+923+4.0%	Added	History
Invesco QQQ Trust Series I46090E103	ETF	8,549	$4.01M	0.2%	−772−8.3%	Reduced	–
BRK.ABerkshire Hathaway Inc	CL A	5	$3.99M	0.2%	−2−28.6%	Reduced	History
LKQLKQ Corp	COM	93,644	$3.98M	0.2%	+2,558+2.8%	Added	History

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q1 2025
Security	Class	Puts	Calls
Blackstone Private Credit Fund6926069LL	Stock	$1.79M	–
Alphabet Inc Cap STK6951179OI	Stock	–	$30.9K

Sold out since Q4 2024 (225)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 225 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2024
Security	Class	Shares in Q4 2024	Value in Q4 2024	% of portfolio in Q4 2024	History
Hartford FDS Exchange Traded41653L404	SCHRDRS TAX BD	33,860	$655.5K	<0.1%	–
SPDR Series Trust78468R200	ST STR RATE ETF	14,519	$446.2K	<0.1%	–
First Tr Exchange-Traded FD336920103	US EQTY OPPT ETF	3,268	$390.6K	<0.1%	–
AZPNAspen Technology, Inc.	COM	1,534	$382.9K	<0.1%	History
SPDR Series Trust78468R812	ST STR MSCI USAQ	1,258	$194.8K	<0.1%	–
Franklin Templeton ETF Tr35473P868	FRANKLIN DYN MUN	7,857	$192.0K	<0.1%	–
iShares Tr46435G243	ESG AWRE 1 5 YR	6,995	$172.8K	<0.1%	–
Advisorshares Ranger Equity Bear ETF00768Y883	CEF	5,320	$86.9K	<0.1%	–
Vanguard Scottsdale FDS92206C573	TOTAL CORP BND	1,100	$83.3K	<0.1%	–
iShares Tr464288687	PFD AND INCM SEC	2,462	$77.4K	<0.1%	–
FDUSFidus Investment Corp	COM	3,596	$75.6K	<0.1%	History
Innovator ETFs Tr45783Y798	GRWT ACCLTD PLUS	3,000	$75.2K	<0.1%	–
iShares Tr464289883	CORE 30 70 ETF	1,575	$58.7K	<0.1%	–
INFNInfinera Corp	COM	7,500	$49.3K	<0.1%	History
ARK Next Generation Technology ETF00214Q401	ETF	373	$40.3K	<0.1%	–
QGENQiagen N.V.	Stock	871	$38.8K	<0.1%	History
Dimensional ETF Trust25434V583	GLOB CO PLUS ETF	732	$38.7K	<0.1%	–
Schwab Fundamental U.S. Small Company ETF808524763	ETF	1,130	$33.6K	<0.1%	–
SMARSmartsheet Inc	COM CL A	536	$30.0K	<0.1%	History
ALTRAltair Engineering Inc.	COM CL A	208	$22.7K	<0.1%	History
LAKELakeland Industries Inc	COM	863	$22.1K	<0.1%	History
Advisorshares Tr00768Y529	DORSY SHRT ETF	2,925	$20.6K	<0.1%	–
HCPHashiCorp, Inc.	COM CL A	587	$20.1K	<0.1%	History
DBX ETF Tr233051143	XTRACKRS S&P 500	343	$18.3K	<0.1%	–
XIFRXPLR Infrastructure, LP	COM UNIT PART IN	1,000	$17.8K	<0.1%	History
ABCLAbCellera Biologics Inc.	COM	5,000	$14.7K	<0.1%	History
PFCPremier Financial Corp	COM	563	$14.4K	<0.1%	History
Vanguard World FD921910733	ESG US STK ETF	131	$13.7K	<0.1%	–
ARCHArch Resources, Inc.	CL A	96	$13.6K	<0.1%	History
ALTMArcadium Lithium plc	Stock	2,376	$12.2K	<0.1%	History
GGNGAMCO Global Gold, Natural Resources & Income Trust	COM SH BEN INT	3,000	$11.3K	<0.1%	History
VanEck ETF Trust92189F437	FALLEN ANGEL HG	377	$10.8K	<0.1%	–
Barnes Group Inc067806109	COM	217	$10.3K	<0.1%	–
IBTXIndependent Bank Group, Inc.	COM	158	$9.59K	<0.1%	History
Silvercrest Metals Inc828363101	COM	1,040	$9.46K	<0.1%	–
MTTRMatterport, Inc.	COM CL A	1,839	$8.72K	<0.1%	History
American Centy ETF Tr025072356	REAL ESTATE ETF	167	$7.00K	<0.1%	–
Invesco Exchange Traded FD T46137V480	S&P SMCP VLU MNT	117	$6.37K	<0.1%	–
Invesco Exch Traded FD Tr II46138E743	RAFI DVLPD MRKTS	129	$6.18K	<0.1%	–
OUTOUTFRONT Media Inc.	COM	325	$5.76K	<0.1%	History
EDREndeavor Group Holdings, Inc.	CL A COM	179	$5.60K	<0.1%	History
WisdomTree Tr97717W851	JAPN HEDGE EQT	49	$5.35K	<0.1%	–
DEAEasterly Government Properties, Inc.	COM	440	$5.00K	<0.1%	History
VPGVishay Precision Group, Inc.	COM	201	$4.72K	<0.1%	History
Global X FDS37954Y624	AUTONMOUS EV ETF	204	$4.68K	<0.1%	–
iShares Tr46435G342	MORTGE REL ETF	200	$4.27K	<0.1%	–
DBCInvesco DB Commodity Index Tracking Fund	UNIT	176	$3.76K	<0.1%	History
CVGICommercial Vehicle Group, Inc.	COM	1,458	$3.62K	<0.1%	History
GEARRevelyst, Inc.	COM SHS	179	$3.44K	<0.1%	History
VTLEVital Energy, Inc.	COM	111	$3.43K	<0.1%	History
PLLPiedmont Lithium Inc.	Stock	379	$3.31K	<0.1%	History
Alnylam Pharmaceuticals, Inc.02043QAB3	NOTE 1.000% 9/1	3,000	$3.19K	<0.1%	–
INDVIndivior Pharmaceuticals, Inc.	ORD	252	$3.13K	<0.1%	History
AMPYAmplify Energy Corp.	COM	516	$3.10K	<0.1%	History
MHHMastech Digital, Inc.	COM	190	$2.83K	<0.1%	History
Ziff Davis, Inc.48123VAE2	NOTE 1.750%11/0	3,000	$2.80K	<0.1%	–
MRCMRC Global Inc.	COM	219	$2.80K	<0.1%	History
Aim ETF Products Trust00888H208	ALLIANZIM US EQT	80	$2.63K	<0.1%	–
Liberty Media Corp531229AQ5	NOTE 2.250% 8/1	2,000	$2.44K	<0.1%	–
Lithium Amers Corp New53680QAA6	NOTE 1.750% 1/1	3,000	$2.27K	<0.1%	–
LFVNLifevantage Corp	COM NEW	118	$2.06K	<0.1%	History
Amplify ETF Tr032108649	AMPLIFY JUNIOR S	200	$1.99K	<0.1%	–
Vanguard World FD921910725	ESG INTL STK ETF	34	$1.93K	<0.1%	–
HTLFHeartland Financial USA Inc	COM	31	$1.90K	<0.1%	History
WisdomTree Tr97717W109	US TOTAL DIVIDND	25	$1.90K	<0.1%	–
CNNECannae Holdings, Inc.	COM	95	$1.89K	<0.1%	History
American Centy ETF Tr025072562	AVANTIS CORE FI	46	$1.87K	<0.1%	–
AFCGAdvanced Flower Capital Inc.	COM	222	$1.85K	<0.1%	History
JOUTJohnson Outdoors Inc	CL A	51	$1.68K	<0.1%	History
ARK ETF Tr00214Q203	AUTNMUS TECHNLGY	20	$1.54K	<0.1%	–
ROICRetail Opportunity Investments Corp	COM	89	$1.54K	<0.1%	History
ALMSAlumis Inc.	COM	182	$1.43K	<0.1%	History
NARIInari Medical, Inc.	Stock	27	$1.38K	<0.1%	History
SDRLSEADRILL Ltd	COM	35	$1.36K	<0.1%	History
DFINDonnelley Financial Solutions, Inc.	COM	21	$1.32K	<0.1%	History
First Tr Exchng Traded FD VI33740F888	SMIT UNCO BD ETF	50	$1.23K	<0.1%	–
PFSIPennyMac Financial Services, Inc.	COM	12	$1.23K	<0.1%	History
LMATLemaitre Vascular Inc	COM	13	$1.20K	<0.1%	History
CBIOCrescent Biopharma, Inc.	COM	4,755	$1.18K	<0.1%	History
Investment Managers Ser Tr I46144X131	TRADR 2X SHORT	28	$1.18K	<0.1%	–
AORTArtivion, Inc.	COM	41	$1.17K	<0.1%	History
FLNGFlex LNG Ltd.	SHS	45	$1.03K	<0.1%	History
PGREParamount Group, Inc.	COM	198	$978	<0.1%	History
PWPPerella Weinberg Partners	CLASS A COM	41	$977	<0.1%	History
Pacer FDS Tr69374H402	US EXPORT LEAD	20	$962	<0.1%	–
SUMSummit Materials, Inc.	CL A	19	$961	<0.1%	History
First Tr Exch TRD Alphdx FD33737J182	EMERG MKT ALPH	43	$947	<0.1%	–
SRGSeritage Growth Properties	CL A	226	$931	<0.1%	History
Fidelity Merrimack STR Tr316188101	CORP BOND ETF	20	$928	<0.1%	–
First Tr Exchange-Traded FD33734X127	ENERGY ALPHADX	56	$915	<0.1%	–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.	COM	72	$873	<0.1%	History
BANRBanner Corp	COM NEW	12	$801	<0.1%	History
CTSCTS Corp	COM	15	$791	<0.1%	History
LTRXLantronix Inc	COM NEW	190	$783	<0.1%	History
PDFSPDF Solutions Inc	COM	28	$758	<0.1%	History
NXENexGen Energy Ltd.	COM	112	$739	<0.1%	History
SUPNSupernus Pharmaceuticals, Inc.	COM	20	$723	<0.1%	History
PDSBPDS Biotechnology Corp	COM	431	$703	<0.1%	History
NRIXNurix Therapeutics, Inc.	COM	33	$622	<0.1%	History
PRMPerimeter Solutions, Inc.	COMMON STOCK	48	$613	<0.1%	History