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CIK: 0001710537
Total reported value
$3.0B
$3.0B
3757 檔
9.0%
As reported in its official Q4 2024 Form 13F filing, EverSource Wealth Advisors, LLC's tracked investment portfolio stood at $3.0B with 3757 total positions.
In Q4 2024, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3757 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.81% | -1.15% | +3.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.24% | -1.41% | +6.33% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.05% | -1.06% | +10.36% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.10% | +4.88% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 1.91% | -0.12% | +4.45% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.17% | +30.82% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.67% | +0.17% | +0.39% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.61% | -0.16% | +12.36% | |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.51% | -0.02% | +4.37% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.07% | +8.03% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.18% | +6.00% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.10% | +4.54% | |
| 13 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.28% | -0.08% | +8.77% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | +0.16% | -8.44% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.21% | -0.38% | +29.38% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | -0.46% | +4.46% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.19% | -1.23% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.06% | +3.47% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.10% | -0.34% | -3.18% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.14% | +4.79% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.00% | -0.44% | +5.79% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.99% | +0.01% | +64.33% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.97% | +0.05% | +8.15% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.95% | -0.10% | -9.25% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 0.88% | +0.08% | +0.83% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.83% | +0.08% | +96.71% | |
| 27 | KKR | Kkr & Co Inc | Stock-Financials | 0.82% | — | -0.31% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | -0.28% | +0.44% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.07% | +14.91% | |
| 30 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.76% | +0.12% | +2.05% | |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.70% | +0.16% | +2.37% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.12% | +2.07% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | +0.10% | +2.55% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.03% | +2.90% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.60% | -0.22% | +6.24% | |
| 36 | CRH | CRH plc | Stock-Materials | 0.60% | +0.05% | +0.26% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.59% | +0.02% | -2.91% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | +0.01% | +25.04% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +13.81% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.57% | -0.20% | +37.38% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.04% | +7.59% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.07% | -0.16% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.01% | +4.52% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.53% | — | -41.40% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +2.02% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.11% | +36.14% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.51% | +0.03% | -0.36% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.50% | -0.01% | +0.62% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | -0.01% | +5.42% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.46% | +0.20% | +848.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | +0.39% | Add |
| 2 | CGUS | Cap Group Core Equity | +0.4% | +848.39% | Add |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +4.37% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.4% | -9.25% | Trim |
| 5 | CGXU | Cap Group Intl Focus | +0.4% | +5229.35% | Add |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +96.71% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +30.82% | Add |
| 8 | ASML | ASML Holding N.V. | +0.3% | +1328.35% | Add |
| 9 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +64.33% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +4.79% | Add |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +1645.71% | Add |
| 12 | CGCP | Cap Group Core Plus Income | +0.2% | +141.53% | Add |
| 13 | UWM | Proshares Ultra Russell2000 | +0.2% | NEW | New buy |
| 14 | KRE | Ss Spdr S&p Regional Bank | +0.2% | NEW | New buy |
| 15 | VGSH | Vanguard Short-term Treasury | +0.1% | +83.26% | Add |
| 16 | BSV | Vanguard Short-term Bond ETF | +0.1% | +29.38% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +4.54% | Add |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +13271.05% | Add |
| 19 | MSTR | Strategy Inc | +0.1% | -11.14% | Trim |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +36.14% | Add |
| 22 | UGL | Proshares Ultra Gold | +0.1% | NEW | New buy |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +753.95% | Add |
| 24 | BIV | Vanguard Intermediate-term B | +0.1% | +37.38% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +6.00% | Add |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +13.81% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +14.91% | Add |
| 28 | VGIT | Vanguard Intermediate-term T | 0% | +25.04% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.90% | Add |
| 30 | KKR | Kkr & Co Inc | 0% | -0.31% | Trim |
| 31 | AAPL | Apple Inc | — | +4.88% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | — | -1.23% | Trim |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +12.36% | Add |
| 34 | SOVF | Sovereign's Capital Flourish | 0% | +8.77% | Add |
| 35 | VUG | Vanguard Growth ETF | -0.1% | +3.45% | Add |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -72.13% | Trim |
| 37 | IDV | Ishares International Select | -0.1% | -49.20% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -52.66% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +110.62% | Add |
| 40 | PPG | Ppg Industries Inc | -0.1% | -17.45% | Trim |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -43.85% | Trim |
| 42 | VTV | Vanguard Value ETF | -0.2% | +10.36% | Add |
| 43 | DHI | Dr Horton Inc | -0.2% | +0.80% | Add |
| 44 | IXP | Ishares Global Comm Services | -0.2% | EXIT | Sold out |
| 45 | AMGN | Amgen Inc | -0.2% | -1.38% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.2% | -0.04% | Trim |
| 47 | GSIE | Goldman Sachs Activebeta Int | -0.3% | -25.20% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -8.44% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.5% | +6.33% | Add |
| 50 | VHT | Vanguard Health Care ETF | -0.6% | -41.40% | 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 3757 disclosed positions in Q4 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 9.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
UWM
市值: $3.6M
Top Position Liquidated / Trimmed
IXP
前期市值: $2.7M
During Q4 2024, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.8%)、VEA (3.2%)、VTV (3.0%). The largest single position, VUG, represented 3.8% of total portfolio value.
In Q4 2024, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 14 holdings, and fully liquidating 1 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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