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CIK: 0001710537
Total reported value
$3.0B
$3.0B
3048 檔
8.5%
At the close of Q3 2024, EverSource Wealth Advisors, LLC disclosed equity holdings valued at approximately $3.0B, spread across 3048 reported holdings.
In Q3 2024, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3048 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.88% | -1.15% | +4.74% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.78% | -1.41% | +1.09% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.21% | -1.06% | +4.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.10% | -1.17% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.07% | -0.12% | +1.08% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.62% | -0.16% | +2.45% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | +0.16% | +0.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.07% | +0.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.17% | +4.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.37% | -0.46% | +2.34% | |
| 11 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.31% | -0.08% | +5.78% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.30% | -0.34% | +2.15% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.18% | +2.22% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | +0.17% | +1.51% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | -0.06% | -0.62% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.10% | +7.57% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.19% | +3.30% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.13% | — | -3.12% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.11% | -0.02% | -0.23% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.09% | -0.44% | +2.04% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.08% | -0.38% | +1.51% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 1.04% | +0.08% | -1.31% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.00% | +0.05% | +1.11% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.14% | -0.94% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | -0.28% | +2.46% | |
| 26 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.84% | +0.12% | +4.02% | |
| 27 | KKR | Kkr & Co Inc | Stock-Financials | 0.81% | — | -1.10% | |
| 28 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.79% | +0.16% | +0.25% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.12% | +0.89% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.75% | +0.01% | +77.98% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.07% | +5.01% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.71% | +0.10% | +8.00% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.71% | +0.02% | -0.58% | |
| 34 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.68% | +0.05% | +3.88% | |
| 35 | CRH | CRH plc | Stock-Materials | 0.67% | +0.05% | +2.40% | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.67% | -0.22% | +0.64% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.68% | +0.46% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.07% | -7.44% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | — | -0.17% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.10% | -12.13% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.03% | -5.56% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.01% | +4.78% | |
| 43 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.57% | +0.01% | -0.18% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.01% | -0.24% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.04% | +0.78% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.55% | -0.01% | -0.29% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.01% | +1998.22% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.54% | +0.01% | +16.88% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | -5.85% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.51% | +0.03% | -2.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.5% | +1998.22% | Add |
| 2 | VIGI | Vanguard Int Div App Indx Fd | +0.3% | +77.98% | Add |
| 3 | AHR | American Healthcare Reit Inc | +0.2% | NEW | New buy |
| 4 | AVDE | Avantis International Equity | +0.2% | +1042.98% | Add |
| 5 | MSTR | Strategy Inc | +0.2% | +2791.86% | Add |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +133.33% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.2% | +4.74% | Add |
| 8 | VSLU | Applied Finance Valuat ETF | +0.2% | NEW | New buy |
| 9 | VTV | Vanguard Value ETF | +0.1% | +4.90% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +55.35% | Add |
| 11 | PGR | Progressive CORP | +0.1% | -1.31% | Trim |
| 12 | TSLA | Tesla Inc | +0.1% | +1.51% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -12.13% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -0.24% | Trim |
| 15 | AVUV | Avantis US Small Cap Value | +0.1% | +917.75% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | +1.08% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.34% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | +16.88% | Add |
| 19 | FANG | Diamondback Energy Inc | +0.1% | +119.65% | Add |
| 20 | CIEN | Ciena CORP | +0.1% | +1999.29% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.65% | Add |
| 22 | VGLT | Vanguard Long-term Treasury | +0.1% | +117.38% | Add |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +27.52% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | +4.07% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | 0% | +8.00% | Add |
| 26 | HD | Home Depot Inc | 0% | +0.89% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +7.57% | Add |
| 28 | CRH | CRH plc | 0% | +2.40% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +5.01% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.78% | Add |
| 31 | GSIE | Goldman Sachs Activebeta Int | 0% | +3.88% | Add |
| 32 | COST | Costco Wholesale CORP | 0% | +0.78% | Add |
| 33 | NVDA | Nvidia CORP | 0% | +2.22% | Add |
| 34 | AVGO | Broadcom Inc | 0% | -0.94% | Trim |
| 35 | RWL | Invesco S&p 500 Revenue ETF | 0% | +4.02% | Add |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | +1.09% | Add |
| 37 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.04% | Add |
| 38 | SOVF | Sovereign's Capital Flourish | 0% | +5.78% | Add |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.15% | Add |
| 40 | AAPL | Apple Inc | 0% | -1.17% | Trim |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -18.33% | Trim |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -28.77% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -55.17% | Trim |
| 44 | PPG | Ppg Industries Inc | -0.1% | -14.82% | Trim |
| 45 | TPLC | Timothy Pln US Lrg/mid Cap | -0.1% | -22.06% | Trim |
| 46 | MARA | Mara Holdings Inc | -0.1% | -25.80% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -5.56% | Trim |
| 48 | CVX | Chevron CORP | -0.1% | -7.44% | Trim |
| 49 | VC | Visteon CORP | -0.3% | -99.89% | Trim |
| 50 | EFA | Ishares Msci Eafe ETF | -0.5% | -79.87% | Trim |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 3048 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 8.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
AHR
市值: $3.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $45.8M
During Q3 2024, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.9%)、VEA (3.8%)、VTV (3.2%). The largest single position, VUG, represented 3.9% of total portfolio value.
In Q3 2024, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 15 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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