EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q3 2025 to Q4 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 190
- Est. +$15.4M
- Added
- 1,793
- Est. +$251.6M
- Reduced
- 1,786
- Est. −$98.9M
- Sold out
- 243
- Est. −$12.3M
Portfolio value went from $2.53B to $2.71B (+$187.0M (+7.4%)); positions from 4,319 to 4,266 (−53).
All Q4 2025 holdingsAll Q3 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q4 2025 and the gray one below is Q3 2025. For stocks that split between the two quarters, Q3 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– | 192,796179,714 | +13,082+7.3% | $94.1M$86.2M | +$6.38M | 3.5%3.4% | +0.05 |
| Vanguard Morningstar Value ETF922908744 | Added– | 351,076329,165 | +21,911+6.7% | $67.1M$61.4M | +$4.18M | 2.5%2.4% | +0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 1,049,7971,072,409 | −22,612−2.1% | $65.6M$64.3M | −$1.41M | 2.4%2.5% | −0.13 |
| IAUiShares Gold Trust | ReducedHistory | 723,987729,330 | −5,343−0.7% | $58.8M$53.1M | −$433.7K | 2.2%2.1% | +0.06 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 557,665363,192 | +194,473+53.5% | $51.0M$33.3M | +$17.8M | 1.9%1.3% | +0.56 |
| AAPLApple Inc. | AddedHistory | 183,044181,625 | +1,419+0.8% | $49.8M$46.2M | +$385.8K | 1.8%1.8% | 0.00 |
| Praxis FDS74006E736 | Added– | 1,347,2711,034,703 | +312,568+30.2% | $49.2M$37.0M | +$11.4M | 1.8%1.5% | +0.35 |
| NVDANVIDIA Corp | AddedHistory | 240,285237,372 | +2,913+1.2% | $44.8M$44.3M | +$543.3K | 1.7%1.8% | −0.10 |
| Praxis FDS74006E744 | Added– | 1,375,8881,236,155 | +139,733+11.3% | $41.7M$36.7M | +$4.24M | 1.5%1.5% | +0.09 |
| APOApollo Global Management, Inc. | AddedHistory | 268,028200,767 | +67,261+33.5% | $38.8M$26.8M | +$9.74M | 1.4%1.1% | +0.37 |
| TSLATesla, Inc. | AddedHistory | 81,12477,516 | +3,608+4.7% | $36.5M$34.5M | +$1.62M | 1.3%1.4% | −0.02 |
| MSFTMicrosoft Corp | AddedHistory | 69,20366,661 | +2,542+3.8% | $33.5M$34.5M | +$1.23M | 1.2%1.4% | −0.13 |
| GOOGLAlphabet Inc. | AddedHistory | 106,643104,019 | +2,624+2.5% | $33.4M$25.3M | +$821.3K | 1.2%1.0% | +0.23 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 429,503395,574 | +33,929+8.6% | $32.7M$39.5M | +$2.59M | 1.2%1.6% | −0.36 |
| Vanguard Instl Index FD922040845 | Added– | 427,697207,235 | +220,462+106.4% | $32.3M$15.7M | +$16.6M | 1.2%0.6% | +0.57 |
| AVGOBroadcom Inc. | ReducedHistory | 93,09793,221 | −124−0.1% | $32.2M$30.8M | −$42.9K | 1.2%1.2% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 95,75994,785 | +974+1.0% | $32.1M$31.1M | +$326.6K | 1.2%1.2% | −0.05 |
| AMZNAmazon Com Inc | AddedHistory | 138,496119,367 | +19,129+16.0% | $32.0M$26.2M | +$4.42M | 1.2%1.0% | +0.14 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 497,102489,331 | +7,771+1.6% | $29.9M$28.1M | +$467.6K | 1.1%1.1% | −0.01 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 47,52548,384 | −859−1.8% | $29.8M$29.6M | −$538.7K | 1.1%1.2% | −0.07 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 125,345118,664 | +6,681+5.6% | $27.5M$25.6M | +$1.47M | 1.0%1.0% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | Reduced– | 347,340354,912 | −7,572−2.1% | $27.4M$28.0M | −$596.7K | 1.0%1.1% | −0.10 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Reduced– | 690,258733,602 | −43,344−5.9% | $27.3M$28.3M | −$1.72M | 1.0%1.1% | −0.11 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 134,772167,391 | −32,619−19.5% | $24.0M$30.5M | −$5.80M | 0.9%1.2% | −0.33 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 424,542424,354 | +1880.0% | $22.8M$23.0M | +$10.1K | 0.8%0.9% | −0.07 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 31,94932,859 | −910−2.8% | $21.9M$22.0M | −$623.3K | 0.8%0.9% | −0.06 |
| Vanguard Scottsdale FDS92206C409 | Added– | 238,835234,925 | +3,910+1.7% | $19.0M$18.8M | +$311.7K | 0.7%0.7% | −0.04 |
| Vanguard Total International Bond ETF92203J407 | Added– | 392,419376,164 | +16,255+4.3% | $19.0M$18.6M | +$785.4K | 0.7%0.7% | −0.04 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 272,573254,232 | +18,341+7.2% | $18.9M$17.3M | +$1.27M | 0.7%0.7% | +0.01 |
| Capital Group Core Equity Et14020V108 | Added– | 465,364430,337 | +35,027+8.1% | $18.7M$17.0M | +$1.41M | 0.7%0.7% | +0.02 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 27,08620,475 | +6,611+32.3% | $18.5M$13.6M | +$4.51M | 0.7%0.5% | +0.14 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 156,019155,279 | +740+0.5% | $17.9M$17.2M | +$84.7K | 0.7%0.7% | −0.02 |
| Invesco QQQ Trust Series I46090E103 | Added– | 26,87525,593 | +1,282+5.0% | $16.5M$15.4M | +$787.5K | 0.6%0.6% | 0.00 |
| Dimensional ETF Trust25434V799 | Added– | 478,570435,390 | +43,180+9.9% | $16.5M$14.3M | +$1.49M | 0.6%0.6% | +0.04 |
| CRHCRH Public Ltd Co | AddedHistory | 129,050127,432 | +1,618+1.3% | $16.1M$15.3M | +$201.9K | 0.6%0.6% | −0.01 |
| ASMLASML Holding NV | ReducedHistory | 14,99216,060 | −1,068−6.7% | $16.0M$15.5M | −$1.14M | 0.6%0.6% | −0.02 |
| Capital Group Intl Focus EQT14019W109 | Added– | 541,588511,251 | +30,337+5.9% | $16.0M$15.1M | +$896.5K | 0.6%0.6% | −0.01 |
| GOOGAlphabet Inc. | AddedHistory | 50,65149,683 | +968+1.9% | $15.9M$12.1M | +$303.8K | 0.6%0.5% | +0.11 |
| METAMeta Platforms, Inc. | AddedHistory | 23,63721,603 | +2,034+9.4% | $15.6M$15.9M | +$1.34M | 0.6%0.6% | −0.05 |
| PGRProgressive Corp | ReducedHistory | 67,81768,082 | −265−0.4% | $15.4M$16.8M | −$60.3K | 0.6%0.7% | −0.10 |
| American Centy ETF Tr025072703 | Added– | 186,126155,587 | +30,539+19.6% | $15.3M$12.3M | +$2.51M | 0.6%0.5% | +0.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 57,61456,791 | +823+1.4% | $14.9M$14.4M | +$212.3K | 0.5%0.6% | −0.02 |
| Pgim ETF Tr69344A834 | Added– | 289,817289,474 | +343+0.1% | $14.9M$14.9M | +$17.6K | 0.5%0.6% | −0.04 |
| iShares MSCI Eafe ETF464287465 | Added– | 153,377150,663 | +2,714+1.8% | $14.7M$14.1M | +$260.6K | 0.5%0.6% | −0.01 |
| AMATApplied Materials Inc | AddedHistory | 57,17554,749 | +2,426+4.4% | $14.7M$11.2M | +$623.5K | 0.5%0.4% | +0.10 |
| Ea Series Trust02072L532 | Added– | 622,811617,070 | +5,741+0.9% | $14.5M$14.0M | +$133.8K | 0.5%0.6% | −0.02 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 621,845444,303 | +177,542+40.0% | $14.1M$10.1M | +$4.02M | 0.5%0.4% | +0.12 |
| ETF Opportunities Trust26923N405 | Added– | 316,246256,620 | +59,626+23.2% | $14.0M$11.0M | +$2.64M | 0.5%0.4% | +0.08 |
| Vanguard Scottsdale FDS92206C706 | Added– | 228,090205,215 | +22,875+11.1% | $13.7M$12.3M | +$1.37M | 0.5%0.5% | +0.02 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 127,147114,940 | +12,207+10.6% | $13.6M$12.0M | +$1.30M | 0.5%0.5% | +0.02 |
| Capital Group Growth ETF14020G101 | Added– | 299,777271,962 | +27,815+10.2% | $13.3M$11.9M | +$1.24M | 0.5%0.5% | +0.02 |
| Elevation Series Trust210322202 | Reduced– | 455,163742,860 | −287,697−38.7% | $13.3M$22.5M | −$8.39M | 0.5%0.9% | −0.40 |
| KKRKKR & Co. Inc. | AddedHistory | 103,193101,291 | +1,902+1.9% | $13.2M$13.2M | +$242.5K | 0.5%0.5% | −0.04 |
| Dimensional ETF Trust25434V625 | Added– | 168,430160,285 | +8,145+5.1% | $12.4M$11.5M | +$599.7K | 0.5%0.5% | 0.00 |
| BRK.BBerkshire Hathaway Inc | ReducedHistory | 23,27223,497 | −225−1.0% | $11.7M$11.8M | −$113.1K | 0.4%0.5% | −0.04 |
| JPMJPMorgan Chase & Co | AddedHistory | 35,64134,223 | +1,418+4.1% | $11.5M$10.8M | +$456.9K | 0.4%0.4% | 0.00 |
| iShares Tr464288588 | Added– | 112,863110,290 | +2,573+2.3% | $10.7M$10.5M | +$245.0K | 0.4%0.4% | −0.02 |
| Dimensional ETF Trust25434V831 | Added– | 269,673241,529 | +28,144+11.7% | $10.3M$9.12M | +$1.07M | 0.4%0.4% | +0.02 |
| FANGDiamondback Energy, Inc. | AddedHistory | 67,97760,985 | +6,992+11.5% | $10.2M$8.73M | +$1.05M | 0.4%0.3% | +0.03 |
| WMTWalmart Inc. | AddedHistory | 90,88383,176 | +7,707+9.3% | $10.1M$8.57M | +$858.7K | 0.4%0.3% | +0.03 |
| ETF Opportunities Trust26923N397 | Added– | 363,866337,882 | +25,984+7.7% | $10.0M$9.17M | +$714.3K | 0.4%0.4% | +0.01 |
| HOODRobinhood Markets, Inc. | ReducedHistory | 88,31490,656 | −2,342−2.6% | $9.99M$13.0M | −$264.9K | 0.4%0.5% | −0.15 |
| HDHome Depot, Inc. | AddedHistory | 28,70425,691 | +3,013+11.7% | $9.88M$10.4M | +$1.04M | 0.4%0.4% | −0.05 |
| Goldman Sachs ETF Tr381430107 | Added– | 228,348227,371 | +977+0.4% | $9.81M$9.35M | +$42.0K | 0.4%0.4% | −0.01 |
| AZOAutoZone Inc | ReducedHistory | 2,7912,888 | −97−3.4% | $9.46M$12.4M | −$328.9K | 0.3%0.5% | −0.14 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 200,060196,547 | +3,513+1.8% | $9.42M$9.23M | +$165.4K | 0.3%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 118,357115,628 | +2,729+2.4% | $9.22M$9.03M | +$212.5K | 0.3%0.4% | −0.02 |
| PIMCO ETF Tr72201R585 | Reduced– | 343,780344,006 | −226−0.1% | $9.17M$9.23M | −$6.03K | 0.3%0.4% | −0.03 |
| Vanguard Scottsdale FDS92206C102 | Added– | 154,223130,419 | +23,804+18.3% | $9.06M$7.68M | +$1.40M | 0.3%0.3% | +0.03 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 157,373154,044 | +3,329+2.2% | $9.01M$8.80M | +$190.6K | 0.3%0.3% | −0.02 |
| Vanguard Total Bond Market ETF921937835 | Added– | 117,073107,159 | +9,914+9.3% | $8.67M$7.97M | +$734.3K | 0.3%0.3% | 0.00 |
| BXBlackstone Inc. | AddedHistory | 56,00154,759 | +1,242+2.3% | $8.63M$9.36M | +$191.4K | 0.3%0.4% | −0.05 |
| Dimensional ETF Trust25434V724 | Added– | 180,368170,685 | +9,683+5.7% | $8.40M$7.63M | +$451.1K | 0.3%0.3% | +0.01 |
| Dimensional ETF Trust25434V864 | Reduced– | 172,957194,371 | −21,414−11.0% | $8.29M$9.37M | −$1.03M | 0.3%0.4% | −0.07 |
| Vanguard BD Index FDS921937793 | Added– | 117,916113,449 | +4,467+3.9% | $8.20M$8.04M | +$310.5K | 0.3%0.3% | −0.02 |
| MSTRStrategy Inc | AddedHistory | 52,60635,336 | +17,270+48.9% | $7.99M$11.4M | +$2.62M | 0.3%0.5% | −0.16 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 1,065,7391,059,166 | +6,573+0.6% | $7.99M$8.04M | +$49.3K | 0.3%0.3% | −0.02 |
| LLYEli Lilly & Co | AddedHistory | 7,1296,396 | +733+11.5% | $7.66M$4.88M | +$787.8K | 0.3%0.2% | +0.09 |
| Fidelity Covington Trust31609A404 | Added– | 208,7201,867 | +206,853+11,079.4% | $7.63M$65.9K | +$7.57M | 0.3%<0.1% | +0.28 |
| CRWDCrowdStrike Holdings, Inc. | ReducedHistory | 16,28716,441 | −154−0.9% | $7.63M$8.06M | −$72.2K | 0.3%0.3% | −0.04 |
| RBARB Global Inc. | AddedHistory | 67,66967,453 | +216+0.3% | $6.96M$7.31M | +$22.2K | 0.3%0.3% | −0.03 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 47,89547,703 | +192+0.4% | $6.87M$6.72M | +$27.6K | 0.3%0.3% | −0.01 |
| Dimensional ETF Trust25434V401 | Reduced– | 89,40390,591 | −1,188−1.3% | $6.63M$6.56M | −$88.1K | 0.2%0.3% | −0.02 |
| Vanguard Total World Stock ETF922042742 | Added– | 45,77343,626 | +2,147+4.9% | $6.46M$6.01M | +$302.9K | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | AddedHistory | 19,55519,132 | +423+2.2% | $6.40M$5.40M | +$138.5K | 0.2%0.2% | +0.02 |
| DHIHorton D R Inc | AddedHistory | 44,26743,467 | +800+1.8% | $6.38M$7.37M | +$115.2K | 0.2%0.3% | −0.06 |
| VVisa Inc. | ReducedHistory | 17,72017,992 | −272−1.5% | $6.21M$6.14M | −$95.4K | 0.2%0.2% | −0.01 |
| CVXChevron Corp | AddedHistory | 39,53938,240 | +1,299+3.4% | $6.03M$5.94M | +$198.0K | 0.2%0.2% | −0.01 |
| Pgim ETF Tr69344A784 | Added– | 119,412116,681 | +2,731+2.3% | $6.01M$5.93M | +$137.5K | 0.2%0.2% | −0.01 |
| Northern LTS FD Tr IV66538H419 | Added– | 164,212154,168 | +10,044+6.5% | $5.99M$5.44M | +$366.4K | 0.2%0.2% | +0.01 |
| XOMExxonMobil Holdings Corp | AddedHistory | 49,52738,714 | +10,813+27.9% | $5.96M$4.36M | +$1.30M | 0.2%0.2% | +0.05 |
| Dimensional ETF Trust25434V807 | Reduced– | 118,026119,802 | −1,776−1.5% | $5.89M$5.53M | −$88.6K | 0.2%0.2% | 0.00 |
| NFLXNetflix Inc | AddedConverted for a 10-for-1 splitHistory | 62,03661,700 | +336+0.5% | $5.82M$7.40M | +$31.5K | 0.2%0.3% | −0.08 |
| KEXKirby Corp | AddedHistory | 52,71850,650 | +2,068+4.1% | $5.81M$4.23M | +$227.9K | 0.2%0.2% | +0.05 |
| CIENCiena Corp | ReducedHistory | 24,11325,751 | −1,638−6.4% | $5.64M$3.75M | −$383.1K | 0.2%0.1% | +0.06 |
| Invesco Exch Traded FD Tr II46138G672 | Reduced– | 44,42344,928 | −505−1.1% | $5.62M$5.62M | −$63.9K | 0.2%0.2% | −0.02 |
| iShares Tr46429B655 | Added– | 109,715106,893 | +2,822+2.6% | $5.58M$5.46M | +$143.5K | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V872 | Reduced– | 127,787143,140 | −15,353−10.7% | $5.44M$6.12M | −$653.4K | 0.2%0.2% | −0.04 |
| Vanguard Mun BD FDS922907746 | Added– | 101,68891,076 | +10,612+11.7% | $5.11M$4.56M | +$533.7K | 0.2%0.2% | +0.01 |
| Vanguard Whitehall FDS921946810 | Reduced– | 54,492130,946 | −76,454−58.4% | $4.98M$11.7M | −$6.99M | 0.2%0.5% | −0.28 |
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.