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CIK: 0001710537
Total reported value
$3.0B
$3.0B
2912 檔
6.7%
In Q1 2024, EverSource Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 2912 disclosed stock positions.
During Q1 2024, EverSource Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2912 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.94% | -1.41% | +14.51% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.44% | -1.15% | -2.24% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.37% | -1.06% | +24.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.10% | +12.51% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.42% | -0.16% | +46.11% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.26% | -0.12% | -10.12% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | +0.16% | +2.47% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.63% | -0.34% | -13.31% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.07% | +9.75% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 1.48% | — | -0.28% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.17% | +1.88% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.33% | -0.46% | +20.46% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | -0.06% | +4.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.19% | -0.20% | |
| 15 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.24% | -0.08% | +24.31% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.16% | -0.44% | +25.67% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.14% | -0.38% | +26.21% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.13% | -0.02% | — | |
| 19 | PGR | Progressive CORP | Stock-Financials | 1.11% | +0.08% | -1.42% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.10% | +12.83% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | +0.05% | +14.89% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | -0.28% | +24.44% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.18% | +14.39% | |
| 24 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.89% | +0.16% | +2.66% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.14% | -1.05% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.07% | +41.48% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | +0.68% | +3.09% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.17% | +201.28% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.22% | +9.90% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | -4.27% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | -0.03% | -4.34% | |
| 32 | KKR | Kkr & Co Inc | Stock-Financials | 0.71% | — | -1.88% | |
| 33 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.71% | +0.12% | +39.74% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.12% | +32.30% | |
| 35 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.67% | +0.05% | +2.64% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.66% | +0.10% | +27.25% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.64% | +0.02% | +701.54% | |
| 38 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.64% | +0.01% | +0.84% | |
| 39 | AZO | Autozone Inc | Stock-Consumer Disc | 0.64% | -0.01% | -0.62% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | — | +9.55% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | +0.11% | +8.54% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.57% | -0.04% | +36.15% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | +0.08% | +13.44% | |
| 44 | PPG | Ppg Industries Inc | Stock-Materials | 0.56% | — | +26.48% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | +3.72% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.01% | +0.35% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.04% | +18.06% | |
| 48 | CRH | CRH plc | Stock-Materials | 0.52% | +0.05% | +10886.59% | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.51% | -0.20% | +28.98% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | +14.67% |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 2912 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 6.7% of total reported equity market value during Q1 2024.
During Q1 2024, EverSource Wealth Advisors, LLC's top holdings by market value included VEA (3.9%)、VUG (3.4%)、VTV (3.4%). The largest single position, VEA, represented 3.9% of total portfolio value.
In Q1 2024, EverSource Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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