EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2025 to Q2 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 409
- Est. +$68.7M
- Added
- 2,756
- Est. +$281.0M
- Reduced
- 743
- Est. −$105.6M
- Sold out
- 177
- Est. −$8.89M
Portfolio value went from $1.82B to $2.21B (+$392.6M (+21.6%)); positions from 4,009 to 4,241 (+232).
All Q2 2025 holdingsAll Q1 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2025 and the gray one below is Q1 2025. For stocks that split between the two quarters, Q1 2025 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– | 174,226167,345 | +6,881+4.1% | $76.4M$62.1M | +$3.02M | 3.5%3.4% | +0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 1,104,6931,184,828 | −80,135−6.8% | $63.0M$60.2M | −$4.57M | 2.8%3.3% | −0.46 |
| Vanguard Morningstar Value ETF922908744 | Added– | 325,725311,989 | +13,736+4.4% | $57.6M$53.9M | +$2.43M | 2.6%3.0% | −0.36 |
| IAUiShares Gold Trust | AddedHistory | 732,123713,233 | +18,890+2.6% | $45.7M$42.1M | +$1.18M | 2.1%2.3% | −0.25 |
| NVDANVIDIA Corp | AddedHistory | 232,778202,002 | +30,776+15.2% | $36.8M$21.9M | +$4.86M | 1.7%1.2% | +0.46 |
| AAPLApple Inc. | ReducedHistory | 177,873201,896 | −24,023−11.9% | $36.5M$44.8M | −$4.93M | 1.6%2.5% | −0.82 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 383,065362,016 | +21,049+5.8% | $36.0M$26.1M | +$1.98M | 1.6%1.4% | +0.20 |
| MSFTMicrosoft Corp | AddedHistory | 64,82161,855 | +2,966+4.8% | $32.2M$23.2M | +$1.48M | 1.5%1.3% | +0.18 |
| Praxis FDS74006E744 | New– | 1,041,0210 | +1,041,021 | $29.5M$0 | +$29.5M | 1.3%0.0% | +1.33 |
| Praxis FDS74006E736 | New– | 853,2030 | +853,203 | $28.0M$0 | +$28.0M | 1.3%0.0% | +1.27 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 48,59250,011 | −1,419−2.8% | $27.6M$25.7M | −$806.0K | 1.2%1.4% | −0.16 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 296,672290,250 | +6,422+2.2% | $27.2M$26.6M | +$589.1K | 1.2%1.5% | −0.23 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 86,79572,433 | +14,362+19.8% | $26.4M$19.9M | +$4.37M | 1.2%1.1% | +0.10 |
| Vanguard Short-Term Bond ETF921937827 | Reduced– | 332,107337,421 | −5,314−1.6% | $26.1M$26.4M | −$418.2K | 1.2%1.5% | −0.27 |
| AVGOBroadcom Inc. | AddedHistory | 94,34587,202 | +7,143+8.2% | $26.0M$14.6M | +$1.97M | 1.2%0.8% | +0.37 |
| Elevation Series Trust210322202 | Added– | 851,892787,432 | +64,460+8.2% | $25.7M$23.4M | +$1.94M | 1.2%1.3% | −0.12 |
| AMZNAmazon Com Inc | ReducedHistory | 116,685121,158 | −4,473−3.7% | $25.6M$23.1M | −$981.3K | 1.2%1.3% | −0.11 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 696,150563,146 | +133,004+23.6% | $25.0M$18.6M | +$4.77M | 1.1%1.0% | +0.11 |
| TSLATesla, Inc. | AddedHistory | 78,33377,530 | +803+1.0% | $24.9M$20.1M | +$255.1K | 1.1%1.1% | +0.02 |
| PLTRPalantir Technologies Inc. | AddedHistory | 180,274178,637 | +1,637+0.9% | $24.6M$15.1M | +$223.2K | 1.1%0.8% | +0.28 |
| Pacer US Cash Cows 100 ETF69374H881 | Reduced– | 403,836437,187 | −33,351−7.6% | $22.3M$23.9M | −$1.84M | 1.0%1.3% | −0.31 |
| Vanguard Dividend Appreciation ETF921908844 | Reduced– | 107,971116,244 | −8,273−7.1% | $22.1M$22.6M | −$1.69M | 1.0%1.2% | −0.24 |
| Vanguard Ftse Emerging Markets ETF922042858 | Reduced– | 431,929466,495 | −34,566−7.4% | $21.4M$21.1M | −$1.71M | 1.0%1.2% | −0.19 |
| Vanguard Scottsdale FDS92206C409 | Added– | 241,092239,138 | +1,954+0.8% | $19.2M$18.9M | +$155.3K | 0.9%1.0% | −0.17 |
| Vanguard Total International Bond ETF92203J407 | Added– | 373,805369,124 | +4,681+1.3% | $18.5M$18.0M | +$231.8K | 0.8%1.0% | −0.15 |
| PGRProgressive Corp | AddedHistory | 66,76166,070 | +691+1.0% | $17.8M$18.7M | +$184.4K | 0.8%1.0% | −0.22 |
| GOOGLAlphabet Inc. | ReducedHistory | 100,834106,192 | −5,358−5.0% | $17.8M$16.4M | −$944.2K | 0.8%0.9% | −0.10 |
| iShares Core S&P 500 ETF464287200 | Added– | 28,28626,675 | +1,611+6.0% | $17.6M$15.0M | +$1.00M | 0.8%0.8% | −0.03 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 154,058143,687 | +10,371+7.2% | $16.1M$14.3M | +$1.08M | 0.7%0.8% | −0.06 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 238,943200,510 | +38,433+19.2% | $15.3M$12.4M | +$2.46M | 0.7%0.7% | +0.01 |
| Pgim ETF Tr69344A834 | Added– | 294,821245,892 | +48,929+19.9% | $15.2M$12.6M | +$2.52M | 0.7%0.7% | −0.01 |
| METAMeta Platforms, Inc. | AddedHistory | 20,46617,938 | +2,528+14.1% | $15.1M$10.3M | +$1.87M | 0.7%0.6% | +0.11 |
| Invesco QQQ Trust Series I46090E103 | Added– | 26,3648,549 | +17,815+208.4% | $14.5M$4.01M | +$9.83M | 0.7%0.2% | +0.44 |
| Capital Group Core Equity Et14020V108 | Added– | 382,889322,146 | +60,743+18.9% | $14.1M$10.8M | +$2.24M | 0.6%0.6% | +0.05 |
| SPYSPDR S&P 500 ETF Trust | ReducedHistory | 22,23627,023 | −4,787−17.7% | $13.7M$15.1M | −$2.96M | 0.6%0.8% | −0.21 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 57,74356,198 | +1,545+2.7% | $13.7M$12.5M | +$366.1K | 0.6%0.7% | −0.07 |
| KKRKKR & Co. Inc. | AddedHistory | 100,39197,564 | +2,827+2.9% | $13.4M$11.3M | +$376.1K | 0.6%0.6% | −0.02 |
| MSTRStrategy Inc | AddedHistory | 32,69132,088 | +603+1.9% | $13.2M$9.25M | +$243.7K | 0.6%0.5% | +0.09 |
| Capital Group Intl Focus EQT14019W109 | Added– | 476,785402,935 | +73,850+18.3% | $12.9M$9.86M | +$2.00M | 0.6%0.5% | +0.04 |
| iShares MSCI Eafe ETF464287465 | Added– | 140,807128,286 | +12,521+9.8% | $12.6M$10.5M | +$1.12M | 0.6%0.6% | −0.01 |
| Ea Series Trust02072L532 | Added– | 609,278599,119 | +10,159+1.7% | $12.4M$11.6M | +$207.0K | 0.6%0.6% | −0.08 |
| Dimensional ETF Trust25434V799 | Added– | 389,663345,956 | +43,707+12.6% | $12.1M$9.61M | +$1.36M | 0.5%0.5% | +0.02 |
| Vanguard Whitehall FDS921946810 | Reduced– | 133,300251,150 | −117,850−46.9% | $12.0M$20.8M | −$10.6M | 0.5%1.1% | −0.60 |
| CRHCRH Public Ltd Co | AddedHistory | 126,678116,849 | +9,829+8.4% | $11.6M$10.3M | +$902.3K | 0.5%0.6% | −0.04 |
| iShares Tr464288588 | Reduced– | 115,149118,638 | −3,489−2.9% | $10.8M$11.1M | −$327.6K | 0.5%0.6% | −0.12 |
| AZOAutoZone Inc | AddedHistory | 2,8832,785 | +98+3.5% | $10.7M$10.6M | +$363.7K | 0.5%0.6% | −0.10 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 112,156102,620 | +9,536+9.3% | $10.7M$8.25M | +$909.0K | 0.5%0.5% | +0.03 |
| Vanguard Scottsdale FDS92206C706 | Added– | 175,449174,847 | +602+0.3% | $10.5M$10.4M | +$36.0K | 0.5%0.6% | −0.10 |
| Vanguard Instl Index FD922040845 | Added– | 138,1108,753 | +129,357+1,477.9% | $10.4M$660.3K | +$9.77M | 0.5%<0.1% | +0.44 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 219,277222,233 | −2,956−1.3% | $10.2M$10.3M | −$137.0K | 0.5%0.6% | −0.11 |
| J P Morgan Exchange Traded F46641Q332 | Reduced– | 177,380185,345 | −7,965−4.3% | $10.1M$10.6M | −$452.8K | 0.5%0.6% | −0.13 |
| Capital Group Growth ETF14020G101 | Added– | 247,893207,756 | +40,137+19.3% | $10.1M$7.12M | +$1.63M | 0.5%0.4% | +0.06 |
| AMATApplied Materials Inc | AddedHistory | 54,78752,967 | +1,820+3.4% | $10.0M$7.69M | +$333.2K | 0.5%0.4% | +0.03 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 20,25213,894 | +6,358+45.8% | $9.84M$7.40M | +$3.09M | 0.4%0.4% | +0.04 |
| JPMJPMorgan Chase & Co | AddedHistory | 33,69132,706 | +985+3.0% | $9.77M$8.02M | +$285.6K | 0.4%0.4% | 0.00 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 424,878405,631 | +19,247+4.7% | $9.56M$9.11M | +$433.1K | 0.4%0.5% | −0.07 |
| HDHome Depot, Inc. | ReducedHistory | 25,73729,236 | −3,499−12.0% | $9.44M$10.7M | −$1.28M | 0.4%0.6% | −0.16 |
| ASMLASML Holding NV | ReducedHistory | 11,67412,241 | −567−4.6% | $9.36M$8.11M | −$454.4K | 0.4%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | Reduced– | 116,406118,791 | −2,385−2.0% | $9.00M$9.10M | −$184.5K | 0.4%0.5% | −0.09 |
| Vanguard Scottsdale FDS92206C102 | Added– | 152,978121,493 | +31,485+25.9% | $8.99M$7.13M | +$1.85M | 0.4%0.4% | +0.01 |
| Dimensional ETF Trust25434V625 | Reduced– | 132,141139,625 | −7,484−5.4% | $8.83M$8.56M | −$500.3K | 0.4%0.5% | −0.07 |
| GOOGAlphabet Inc. | AddedHistory | 49,41148,189 | +1,222+2.5% | $8.77M$7.53M | +$216.8K | 0.4%0.4% | −0.02 |
| Goldman Sachs ETF Tr381430107 | Added– | 220,359215,072 | +5,287+2.5% | $8.74M$7.67M | +$209.7K | 0.4%0.4% | −0.03 |
| Dimensional ETF Trust25434V831 | Added– | 237,070195,428 | +41,642+21.3% | $8.43M$6.48M | +$1.48M | 0.4%0.4% | +0.03 |
| HOODRobinhood Markets, Inc. | AddedHistory | 89,9862,515 | +87,471+3,478.0% | $8.43M$104.7K | +$8.19M | 0.4%<0.1% | +0.38 |
| CRWDCrowdStrike Holdings, Inc. | ReducedHistory | 16,35017,364 | −1,014−5.8% | $8.33M$6.12M | −$516.4K | 0.4%0.3% | +0.04 |
| BXBlackstone Inc. | AddedHistory | 54,39253,488 | +904+1.7% | $8.14M$7.48M | +$135.2K | 0.4%0.4% | −0.04 |
| Vanguard BD Index FDS921937793 | Reduced– | 113,983114,832 | −849−0.7% | $7.93M$8.09M | −$59.0K | 0.4%0.4% | −0.09 |
| ETF Opportunities Trust26923N397 | Added– | 297,019291,830 | +5,189+1.8% | $7.61M$7.03M | +$133.0K | 0.3%0.4% | −0.04 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 1,016,0151,001,543 | +14,472+1.4% | $7.51M$7.55M | +$106.9K | 0.3%0.4% | −0.08 |
| WMTWalmart Inc. | AddedHistory | 76,57975,023 | +1,556+2.1% | $7.49M$6.59M | +$152.1K | 0.3%0.4% | −0.02 |
| Dimensional ETF Trust25434V864 | Added– | 155,26633,454 | +121,812+364.1% | $7.45M$1.59M | +$5.85M | 0.3%0.1% | +0.25 |
| PIMCO ETF Tr72201R585 | Added– | 280,615167,213 | +113,402+67.8% | $7.45M$4.41M | +$3.01M | 0.3%0.2% | +0.09 |
| Dimensional ETF Trust25434V724 | Added– | 173,672125,781 | +47,891+38.1% | $7.34M$5.18M | +$2.02M | 0.3%0.3% | +0.05 |
| NFLXNetflix Inc | AddedHistory | 5,3655,110 | +255+5.0% | $7.18M$4.77M | +$341.5K | 0.3%0.3% | +0.06 |
| RBARB Global Inc. | ReducedHistory | 67,64068,011 | −371−0.5% | $7.18M$6.82M | −$39.4K | 0.3%0.4% | −0.05 |
| VVisa Inc. | AddedHistory | 18,76218,746 | +16+0.1% | $6.66M$6.57M | +$5.68K | 0.3%0.4% | −0.06 |
| GPKGraphic Packaging Holding Co | AddedHistory | 315,828307,723 | +8,105+2.6% | $6.65M$7.99M | +$170.8K | 0.3%0.4% | −0.14 |
| Vanguard Total Bond Market ETF921937835 | Added– | 89,19072,747 | +16,443+22.6% | $6.57M$5.34M | +$1.21M | 0.3%0.3% | 0.00 |
| CVXChevron Corp | ReducedHistory | 45,19965,400 | −20,201−30.9% | $6.47M$10.9M | −$2.89M | 0.3%0.6% | −0.31 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 47,93447,773 | +161+0.3% | $6.39M$6.16M | +$21.5K | 0.3%0.3% | −0.05 |
| AMHAmerican Homes 4 Rent | ReducedHistory | 172,745185,346 | −12,601−6.8% | $6.23M$7.01M | −$454.5K | 0.3%0.4% | −0.10 |
| FANGDiamondback Energy, Inc. | AddedHistory | 45,26927,479 | +17,790+64.7% | $6.22M$4.39M | +$2.44M | 0.3%0.2% | +0.04 |
| AMGNAmgen Inc | ReducedHistory | 22,06830,547 | −8,479−27.8% | $6.16M$9.52M | −$2.37M | 0.3%0.5% | −0.24 |
| Dimensional ETF Trust25434V401 | Reduced– | 91,00793,024 | −2,017−2.2% | $6.10M$5.63M | −$135.2K | 0.3%0.3% | −0.03 |
| American Centy ETF Tr025072703 | Added– | 78,80271,945 | +6,857+9.5% | $5.83M$4.77M | +$507.5K | 0.3%0.3% | 0.00 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 89,83680,788 | +9,048+11.2% | $5.72M$4.83M | +$576.4K | 0.3%0.3% | −0.01 |
| COSTCostco Wholesale Corp | ReducedHistory | 5,6826,051 | −369−6.1% | $5.62M$5.72M | −$365.3K | 0.3%0.3% | −0.06 |
| Northern LTS FD Tr IV66538H419 | Reduced– | 161,430167,032 | −5,602−3.4% | $5.53M$5.14M | −$192.0K | 0.3%0.3% | −0.03 |
| DHIHorton D R Inc | AddedHistory | 42,63040,581 | +2,049+5.0% | $5.50M$5.16M | +$264.2K | 0.2%0.3% | −0.04 |
| iShares Tr46429B655 | Added– | 105,32198,481 | +6,840+6.9% | $5.37M$5.03M | +$349.0K | 0.2%0.3% | −0.03 |
| PANWPalo Alto Networks Inc | AddedHistory | 26,00323,793 | +2,210+9.3% | $5.32M$4.06M | +$452.2K | 0.2%0.2% | +0.02 |
| Vanguard World FD921910816 | Reduced– | 14,21515,205 | −990−6.5% | $5.21M$4.70M | −$362.5K | 0.2%0.3% | −0.02 |
| KEXKirby Corp | AddedHistory | 45,46134,704 | +10,757+31.0% | $5.16M$3.51M | +$1.22M | 0.2%0.2% | +0.04 |
| Dimensional ETF Trust25434V658 | Reduced– | 190,522196,234 | −5,712−2.9% | $5.11M$5.15M | −$153.3K | 0.2%0.3% | −0.05 |
| Vanguard Total World Stock ETF922042742 | Added– | 39,73535,708 | +4,027+11.3% | $5.11M$4.14M | +$517.5K | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V807 | Added– | 118,048103,563 | +14,485+14.0% | $5.06M$4.08M | +$620.4K | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V872 | Added– | 118,77542,571 | +76,204+179.0% | $5.02M$1.79M | +$3.22M | 0.2%0.1% | +0.13 |
| Vanguard World FD921910840 | Reduced– | 36,92337,133 | −210−0.6% | $4.84M$4.78M | −$27.6K | 0.2%0.3% | −0.04 |
| LLYEli Lilly & Co | AddedHistory | 6,1205,042 | +1,078+21.4% | $4.77M$4.16M | +$840.4K | 0.2%0.2% | −0.01 |
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.