EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q4 2024 to Q1 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 484
- Est. +$34.2M
- Added
- 2,204
- Est. +$186.1M
- Reduced
- 1,000
- Est. −$136.0M
- Sold out
- 225
- Est. −$3.55M
Portfolio value went from $1.78B to $1.82B (+$40.5M (+2.3%)); positions from 3,750 to 4,009 (+259).
All Q1 2025 holdingsAll Q4 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2025 and the gray one below is Q4 2024. For stocks that split between the two quarters, Q4 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– | 167,345165,245 | +2,100+1.3% | $62.1M$67.8M | +$778.7K | 3.4%3.8% | −0.40 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 1,184,8281,203,522 | −18,694−1.6% | $60.2M$57.6M | −$950.2K | 3.3%3.2% | +0.07 |
| Vanguard Morningstar Value ETF922908744 | Reduced– | 311,989320,022 | −8,033−2.5% | $53.9M$54.2M | −$1.39M | 3.0%3.0% | −0.08 |
| AAPLApple Inc. | ReducedHistory | 201,896213,909 | −12,013−5.6% | $44.8M$53.6M | −$2.67M | 2.5%3.0% | −0.55 |
| IAUiShares Gold Trust | AddedHistory | 713,233687,728 | +25,505+3.7% | $42.1M$34.0M | +$1.50M | 2.3%1.9% | +0.40 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Reduced– | 290,250314,030 | −23,780−7.6% | $26.6M$28.7M | −$2.18M | 1.5%1.6% | −0.15 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 337,421279,260 | +58,161+20.8% | $26.4M$21.6M | +$4.55M | 1.5%1.2% | +0.24 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 362,016329,479 | +32,537+9.9% | $26.1M$26.9M | +$2.34M | 1.4%1.5% | −0.08 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 50,01156,540 | −6,529−11.5% | $25.7M$30.5M | −$3.36M | 1.4%1.7% | −0.30 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 437,187260,683 | +176,504+67.7% | $23.9M$14.7M | +$9.67M | 1.3%0.8% | +0.49 |
| Elevation Series Trust210322202 | Added– | 787,432740,355 | +47,077+6.4% | $23.4M$22.8M | +$1.40M | 1.3%1.3% | +0.01 |
| MSFTMicrosoft Corp | AddedHistory | 61,85558,639 | +3,216+5.5% | $23.2M$24.7M | +$1.21M | 1.3%1.4% | −0.11 |
| AMZNAmazon Com Inc | AddedHistory | 121,158105,462 | +15,696+14.9% | $23.1M$23.1M | +$2.99M | 1.3%1.3% | −0.03 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 116,244114,159 | +2,085+1.8% | $22.6M$22.4M | +$404.5K | 1.2%1.3% | −0.02 |
| NVDANVIDIA Corp | AddedHistory | 202,002175,635 | +26,367+15.0% | $21.9M$23.6M | +$2.86M | 1.2%1.3% | −0.12 |
| Vanguard Ftse Emerging Markets ETF922042858 | Reduced– | 466,495471,321 | −4,826−1.0% | $21.1M$20.8M | −$218.4K | 1.2%1.2% | −0.01 |
| Vanguard Whitehall FDS921946810 | Added– | 251,150219,989 | +31,161+14.2% | $20.8M$17.6M | +$2.58M | 1.1%1.0% | +0.16 |
| TSLATesla, Inc. | AddedHistory | 77,53073,571 | +3,959+5.4% | $20.1M$29.7M | +$1.03M | 1.1%1.7% | −0.57 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 72,43369,511 | +2,922+4.2% | $19.9M$20.1M | +$803.1K | 1.1%1.1% | −0.04 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 239,138250,642 | −11,504−4.6% | $18.9M$19.6M | −$908.1K | 1.0%1.1% | −0.06 |
| PGRProgressive Corp | AddedHistory | 66,07065,034 | +1,036+1.6% | $18.7M$15.6M | +$293.2K | 1.0%0.9% | +0.15 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 563,146499,693 | +63,453+12.7% | $18.6M$17.3M | +$2.09M | 1.0%1.0% | +0.05 |
| Vanguard Total International Bond ETF92203J407 | Added– | 369,124362,740 | +6,384+1.8% | $18.0M$17.8M | +$311.7K | 1.0%1.0% | −0.01 |
| GOOGLAlphabet Inc. | ReducedHistory | 106,192107,243 | −1,051−1.0% | $16.4M$20.3M | −$162.5K | 0.9%1.1% | −0.24 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 27,02315,576 | +11,447+73.5% | $15.1M$9.13M | +$6.40M | 0.8%0.5% | +0.32 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 178,637224,342 | −45,705−20.4% | $15.1M$17.0M | −$3.86M | 0.8%1.0% | −0.13 |
| iShares Core S&P 500 ETF464287200 | Added– | 26,67523,397 | +3,278+14.0% | $15.0M$13.8M | +$1.84M | 0.8%0.8% | +0.05 |
| AVGOBroadcom Inc. | AddedHistory | 87,20284,316 | +2,886+3.4% | $14.6M$19.5M | +$483.2K | 0.8%1.1% | −0.30 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 143,687138,124 | +5,563+4.0% | $14.3M$13.5M | +$552.6K | 0.8%0.8% | +0.02 |
| Pgim ETF Tr69344A834 | New– | 245,8920 | +245,892 | $12.6M$0 | +$12.6M | 0.7%0.0% | +0.69 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 56,19857,463 | −1,265−2.2% | $12.5M$13.8M | −$280.5K | 0.7%0.8% | −0.09 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 200,510184,254 | +16,256+8.8% | $12.4M$11.3M | +$1.00M | 0.7%0.6% | +0.05 |
| Ea Series Trust02072L532 | Added– | 599,119577,643 | +21,476+3.7% | $11.6M$12.5M | +$417.5K | 0.6%0.7% | −0.06 |
| KKRKKR & Co. Inc. | ReducedHistory | 97,56498,038 | −474−0.5% | $11.3M$14.5M | −$54.8K | 0.6%0.8% | −0.20 |
| iShares Tr464288588 | Added– | 118,638113,680 | +4,958+4.4% | $11.1M$10.4M | +$465.0K | 0.6%0.6% | +0.03 |
| CVXChevron Corp | ReducedHistory | 65,40067,141 | −1,741−2.6% | $10.9M$9.72M | −$291.3K | 0.6%0.5% | +0.05 |
| Capital Group Core Equity Et14020V108 | Added– | 322,146236,509 | +85,637+36.2% | $10.8M$8.27M | +$2.86M | 0.6%0.5% | +0.13 |
| HDHome Depot, Inc. | ReducedHistory | 29,23629,923 | −687−2.3% | $10.7M$11.6M | −$251.8K | 0.6%0.7% | −0.07 |
| AZOAutoZone Inc | AddedHistory | 2,7852,760 | +25+0.9% | $10.6M$8.84M | +$95.3K | 0.6%0.5% | +0.09 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 185,345120,930 | +64,415+53.3% | $10.6M$6.96M | +$3.68M | 0.6%0.4% | +0.19 |
| iShares MSCI Eafe ETF464287465 | Added– | 128,28621,491 | +106,795+496.9% | $10.5M$1.62M | +$8.73M | 0.6%0.1% | +0.48 |
| Vanguard Scottsdale FDS92206C706 | Reduced– | 174,847175,459 | −612−0.3% | $10.4M$10.2M | −$36.4K | 0.6%0.6% | 0.00 |
| METAMeta Platforms, Inc. | AddedHistory | 17,93816,360 | +1,578+9.6% | $10.3M$9.58M | +$909.5K | 0.6%0.5% | +0.03 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 222,233236,561 | −14,328−6.1% | $10.3M$10.7M | −$663.5K | 0.6%0.6% | −0.04 |
| CRHCRH Public Ltd Co | AddedHistory | 116,849114,950 | +1,899+1.7% | $10.3M$10.6M | +$167.1K | 0.6%0.6% | −0.03 |
| Capital Group Intl Focus EQT14019W109 | Added– | 402,935277,499 | +125,436+45.2% | $9.86M$6.85M | +$3.07M | 0.5%0.4% | +0.16 |
| Dimensional ETF Trust25434V799 | Added– | 345,956184,356 | +161,600+87.7% | $9.61M$4.76M | +$4.49M | 0.5%0.3% | +0.26 |
| AMGNAmgen Inc | AddedHistory | 30,54729,063 | +1,484+5.1% | $9.52M$7.57M | +$462.3K | 0.5%0.4% | +0.10 |
| MSTRStrategy Inc | AddedHistory | 32,08822,716 | +9,372+41.3% | $9.25M$6.58M | +$2.70M | 0.5%0.4% | +0.14 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 405,631322,434 | +83,197+25.8% | $9.11M$7.16M | +$1.87M | 0.5%0.4% | +0.10 |
| Vanguard Intermediate-Term Bond ETF921937819 | Reduced– | 118,791135,270 | −16,479−12.2% | $9.10M$10.1M | −$1.26M | 0.5%0.6% | −0.07 |
| Dimensional ETF Trust25434V625 | Added– | 139,625123,453 | +16,172+13.1% | $8.56M$7.92M | +$991.8K | 0.5%0.4% | +0.03 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Reduced– | 102,620115,149 | −12,529−10.9% | $8.25M$10.1M | −$1.01M | 0.5%0.6% | −0.12 |
| ASMLASML Holding NV | AddedHistory | 12,2417,456 | +4,785+64.2% | $8.11M$5.17M | +$3.17M | 0.4%0.3% | +0.16 |
| Vanguard BD Index FDS921937793 | Added– | 114,832113,517 | +1,315+1.2% | $8.09M$7.77M | +$92.6K | 0.4%0.4% | +0.01 |
| JPMJPMorgan Chase & Co | ReducedHistory | 32,70632,765 | −59−0.2% | $8.02M$7.85M | −$14.5K | 0.4%0.4% | 0.00 |
| GPKGraphic Packaging Holding Co | AddedHistory | 307,723303,212 | +4,511+1.5% | $7.99M$8.24M | +$117.1K | 0.4%0.5% | −0.02 |
| AMATApplied Materials Inc | AddedHistory | 52,96749,386 | +3,581+7.3% | $7.69M$8.03M | +$519.7K | 0.4%0.5% | −0.03 |
| Goldman Sachs ETF Tr381430107 | Reduced– | 215,072220,970 | −5,898−2.7% | $7.67M$7.37M | −$210.3K | 0.4%0.4% | +0.01 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 1,001,543873,513 | +128,030+14.7% | $7.55M$6.51M | +$965.3K | 0.4%0.4% | +0.05 |
| GOOGAlphabet Inc. | ReducedHistory | 48,18956,581 | −8,392−14.8% | $7.53M$10.8M | −$1.31M | 0.4%0.6% | −0.19 |
| BXBlackstone Inc. | AddedHistory | 53,48852,578 | +910+1.7% | $7.48M$9.07M | +$127.2K | 0.4%0.5% | −0.10 |
| BRK.BBerkshire Hathaway Inc | ReducedHistory | 13,89420,269 | −6,375−31.5% | $7.40M$9.19M | −$3.40M | 0.4%0.5% | −0.11 |
| Vanguard Scottsdale FDS92206C102 | Added– | 121,493120,256 | +1,237+1.0% | $7.13M$7.00M | +$72.6K | 0.4%0.4% | 0.00 |
| Capital Group Growth ETF14020G101 | Added– | 207,756164,758 | +42,998+26.1% | $7.12M$6.12M | +$1.47M | 0.4%0.3% | +0.05 |
| COPConocoPhillips | AddedHistory | 67,58561,721 | +5,864+9.5% | $7.10M$6.12M | +$615.8K | 0.4%0.3% | +0.05 |
| ETF Opportunities Trust26923N397 | New– | 291,8300 | +291,830 | $7.03M$0 | +$7.03M | 0.4%0.0% | +0.39 |
| AMHAmerican Homes 4 Rent | ReducedHistory | 185,346196,084 | −10,738−5.5% | $7.01M$7.34M | −$406.0K | 0.4%0.4% | −0.03 |
| RBARB Global Inc. | ReducedHistory | 68,01169,254 | −1,243−1.8% | $6.82M$6.25M | −$124.7K | 0.4%0.4% | +0.02 |
| WMTWalmart Inc. | AddedHistory | 75,02373,288 | +1,735+2.4% | $6.59M$6.62M | +$152.3K | 0.4%0.4% | −0.01 |
| VVisa Inc. | AddedHistory | 18,74618,014 | +732+4.1% | $6.57M$5.69M | +$256.5K | 0.4%0.3% | +0.04 |
| Dimensional ETF Trust25434V831 | Added– | 195,428175,791 | +19,637+11.2% | $6.48M$5.94M | +$650.8K | 0.4%0.3% | +0.02 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 47,77327,222 | +20,551+75.5% | $6.16M$3.47M | +$2.65M | 0.3%0.2% | +0.14 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 17,36416,685 | +679+4.1% | $6.12M$5.71M | +$239.4K | 0.3%0.3% | +0.02 |
| COSTCostco Wholesale Corp | ReducedHistory | 6,05110,726 | −4,675−43.6% | $5.72M$9.83M | −$4.42M | 0.3%0.6% | −0.24 |
| Dimensional ETF Trust25434V401 | Reduced– | 93,02494,073 | −1,049−1.1% | $5.63M$6.00M | −$63.4K | 0.3%0.3% | −0.03 |
| Vanguard Total Bond Market ETF921937835 | Added– | 72,74721,574 | +51,173+237.2% | $5.34M$1.55M | +$3.76M | 0.3%0.1% | +0.21 |
| Dimensional ETF Trust25434V724 | Unchanged– | 125,781125,781 | 00.0% | $5.18M$5.15M | $0 | 0.3%0.3% | 0.00 |
| DHIHorton D R Inc | AddedHistory | 40,58138,931 | +1,650+4.2% | $5.16M$5.44M | +$209.8K | 0.3%0.3% | −0.02 |
| Dimensional ETF Trust25434V658 | Added– | 196,23457,981 | +138,253+238.4% | $5.15M$1.48M | +$3.63M | 0.3%0.1% | +0.20 |
| Northern LTS FD Tr IV66538H419 | Added– | 167,032158,304 | +8,728+5.5% | $5.14M$4.59M | +$268.3K | 0.3%0.3% | +0.02 |
| iShares Russell 1000 Growth ETF464287614 | Reduced– | 13,99315,956 | −1,963−12.3% | $5.05M$6.41M | −$708.8K | 0.3%0.4% | −0.08 |
| iShares Tr46429B655 | Added– | 98,48183,819 | +14,662+17.5% | $5.03M$4.26M | +$748.5K | 0.3%0.2% | +0.04 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 80,78871,649 | +9,139+12.8% | $4.83M$4.66M | +$546.1K | 0.3%0.3% | 0.00 |
| Vanguard World FD921910840 | Reduced– | 37,13338,858 | −1,725−4.4% | $4.78M$4.85M | −$222.2K | 0.3%0.3% | −0.01 |
| American Centy ETF Tr025072703 | Added– | 71,94565,546 | +6,399+9.8% | $4.77M$4.02M | +$424.1K | 0.3%0.2% | +0.04 |
| NFLXNetflix Inc | AddedHistory | 5,1104,445 | +665+15.0% | $4.77M$3.96M | +$620.2K | 0.3%0.2% | +0.04 |
| Vanguard World FD921910816 | Reduced– | 15,20515,336 | −131−0.9% | $4.70M$5.27M | −$40.5K | 0.3%0.3% | −0.04 |
| AHRAmerican Healthcare REIT, Inc. | ReducedHistory | 145,517149,161 | −3,644−2.4% | $4.41M$4.24M | −$110.4K | 0.2%0.2% | 0.00 |
| PIMCO ETF Tr72201R585 | Added– | 167,21378,482 | +88,731+113.1% | $4.41M$2.03M | +$2.34M | 0.2%0.1% | +0.13 |
| FANGDiamondback Energy, Inc. | AddedHistory | 27,47921,485 | +5,994+27.9% | $4.39M$3.52M | +$958.3K | 0.2%0.2% | +0.04 |
| XOMExxonMobil Holdings Corp | AddedHistory | 36,18331,721 | +4,462+14.1% | $4.30M$3.41M | +$530.7K | 0.2%0.2% | +0.04 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Added– | 26,03925,515 | +524+2.1% | $4.18M$4.13M | +$84.1K | 0.2%0.2% | 0.00 |
| LLYEli Lilly & Co | AddedHistory | 5,0424,043 | +999+24.7% | $4.16M$3.12M | +$825.2K | 0.2%0.2% | +0.05 |
| Vanguard Total World Stock ETF922042742 | Added– | 35,70831,401 | +4,307+13.7% | $4.14M$3.69M | +$499.4K | 0.2%0.2% | +0.02 |
| Dimensional ETF Trust25434V807 | Reduced– | 103,563103,583 | −200.0% | $4.08M$3.68M | −$787.2 | 0.2%0.2% | +0.02 |
| PANWPalo Alto Networks Inc | AddedHistory | 23,79322,870 | +923+4.0% | $4.06M$4.16M | +$157.5K | 0.2%0.2% | −0.01 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 8,5499,321 | −772−8.3% | $4.01M$4.76M | −$362.0K | 0.2%0.3% | −0.05 |
| BRK.ABerkshire Hathaway Inc | ReducedHistory | 57 | −2−28.6% | $3.99M$4.77M | −$1.60M | 0.2%0.3% | −0.05 |
| LKQLKQ Corp | AddedHistory | 93,64491,086 | +2,558+2.8% | $3.98M$3.35M | +$108.8K | 0.2%0.2% | +0.03 |
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.