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CIK: 0001710537
Total reported value
$3.0B
$3.0B
3067 檔
7.9%
As reported in its official Q2 2024 Form 13F filing, EverSource Wealth Advisors, LLC's tracked investment portfolio stood at $3.0B with 3067 total positions.
During Q2 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 3067 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.79% | -1.41% | +8.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.72% | -1.15% | +14.80% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.08% | -1.06% | +0.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.04% | -0.10% | +8.84% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.00% | -0.12% | -1.71% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.66% | -0.16% | -18.64% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.57% | +0.16% | +0.78% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.07% | +6.82% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.17% | +12.00% | |
| 10 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.32% | -0.08% | +13.44% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.32% | -0.34% | -6.47% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.46% | +9.72% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.18% | +1042.41% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.22% | -0.06% | -0.12% | |
| 15 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.20% | -0.02% | +13.36% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.19% | +8.32% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.19% | — | -11.50% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.10% | +17.50% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | +0.17% | +33.69% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.11% | -0.44% | +10.12% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.10% | -0.38% | +11.49% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | +0.05% | +1.53% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.93% | +0.08% | -3.30% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.14% | +903.89% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | -0.28% | -4.68% | |
| 26 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.86% | +0.16% | -1.25% | |
| 27 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.83% | +0.12% | +29.81% | |
| 28 | KKR | Kkr & Co Inc | Stock-Financials | 0.82% | — | +1.92% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.07% | +11.38% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | +0.02% | +28.80% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.07% | +2.52% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.12% | +11.35% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +0.68% | -1.69% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | -0.22% | +2.20% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | -0.03% | +1.09% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.67% | +0.10% | +10.48% | |
| 37 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.65% | +0.05% | +10.08% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | — | +1.28% | |
| 39 | CRH | CRH plc | Stock-Materials | 0.64% | +0.05% | +30.16% | |
| 40 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.61% | +0.01% | -2.98% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | +0.11% | +8.25% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.57% | -0.01% | +0.26% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +7.62% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | +16.14% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.04% | +3.24% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.51% | +0.03% | +11.26% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.10% | +44.39% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | +0.08% | -0.96% | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.50% | -0.20% | +8.32% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.01% | -2.61% |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 3067 disclosed positions in Q2 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 7.9% of total reported equity market value during Q2 2024.
During Q2 2024, EverSource Wealth Advisors, LLC's top holdings by market value included VEA (3.8%)、VUG (3.7%)、VTV (3.1%). The largest single position, VEA, represented 3.8% of total portfolio value.
In Q2 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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