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CIK: 0001710537
Total reported value
$3.0B
$3.0B
4018 檔
8.9%
The Q1 2025 SEC filing reveals that EverSource Wealth Advisors, LLC held a total portfolio value of $3.0B, covering 4018 public equity positions.
In Q1 2025, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4018 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.41% | -1.15% | +1.27% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.31% | -1.41% | -1.55% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.96% | -1.06% | -2.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.46% | -0.10% | -5.62% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.31% | -0.12% | +3.71% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.46% | -0.16% | -7.57% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.45% | -0.38% | +20.83% | |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.43% | -0.02% | +9.88% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.17% | -11.55% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.31% | +0.08% | +67.71% | |
| 11 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.28% | -0.08% | +6.36% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.07% | +5.48% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.10% | +14.88% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.24% | +0.16% | +1.83% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.18% | +15.01% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.46% | -1.02% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.14% | +0.01% | +14.16% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | +0.17% | +5.38% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.06% | +4.20% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.04% | -0.34% | -4.59% | |
| 21 | PGR | Progressive CORP | Stock-Financials | 1.03% | +0.08% | +1.59% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.02% | +0.05% | +12.70% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.99% | -0.44% | +1.76% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.19% | -0.98% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.11% | +73.49% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.83% | -0.10% | -20.37% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.07% | +14.01% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.14% | +3.42% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.78% | +0.12% | +4.03% | |
| 30 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.69% | +0.04% | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.28% | -2.20% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.68% | +0.10% | +8.82% | |
| 33 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.64% | +0.16% | +3.72% | |
| 34 | KKR | Kkr & Co Inc | Stock-Financials | 0.62% | — | -0.48% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.61% | +0.02% | +4.36% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.07% | -2.59% | |
| 37 | CGUS | Cap Group Core Equity | ETF-Other | 0.59% | +0.20% | +36.21% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.12% | -2.30% | |
| 39 | AZO | Autozone Inc | Stock-Consumer Disc | 0.58% | -0.01% | +0.91% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | +0.04% | +53.27% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | +0.11% | +496.93% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | +0.01% | -0.35% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.01% | +9.65% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.57% | -0.22% | -6.06% | |
| 45 | CRH | CRH plc | Stock-Materials | 0.56% | +0.05% | +1.65% | |
| 46 | CGXU | Cap Group Intl Focus | ETF-Other | 0.54% | +0.21% | +45.20% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.53% | +0.09% | +87.66% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | — | +5.11% | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.51% | -0.08% | +41.26% | |
| 50 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.50% | +0.24% | +25.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +0.7% | NEW | New buy |
| 2 | EFA | Ishares Msci Eafe ETF | +0.5% | +496.93% | Add |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | +67.71% | Add |
| 4 | IAU | Ishares Gold Trust | +0.4% | +3.71% | Add |
| 5 | RAA | Smi 3fourteen Rl Asst Alloc | +0.4% | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +73.49% | Add |
| 7 | DFIC | Dimensional International Co | +0.3% | +87.66% | Add |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.2% | +20.83% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.2% | +237.20% | Add |
| 10 | DFGR | Dim Global Real Estate ETF | +0.2% | +238.45% | Add |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +53.27% | Add |
| 12 | CGXU | Cap Group Intl Focus | +0.2% | +45.20% | Add |
| 13 | ASML | ASML Holding N.V. | +0.2% | +64.18% | Add |
| 14 | CRSP | CRISPR Therapeutics AG | +0.2% | +49248.84% | Add |
| 15 | 53S | Bridge Investment Grp Hds-a | +0.2% | +5757.15% | Add |
| 16 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +14.16% | Add |
| 17 | PGR | Progressive CORP | +0.2% | +1.59% | Add |
| 18 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +75.49% | Add |
| 19 | MSTR | Strategy Inc | +0.1% | +41.26% | Add |
| 20 | DFAE | Dimensional Emerging Core Eq | +0.1% | +319.64% | Add |
| 21 | CGUS | Cap Group Core Equity | +0.1% | +36.21% | Add |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | +113.06% | Add |
| 23 | KEX | Kirby CORP | +0.1% | +156.16% | Add |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | NEW | New buy |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +140.18% | Add |
| 26 | CGCP | Cap Group Core Plus Income | +0.1% | +25.80% | Add |
| 27 | VFLO | Victoryshares Free Cash Flow | +0.1% | NEW | New buy |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +95.48% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | +5.11% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.55% | Trim |
| 31 | PLTR | Palantir Technologies Inc-a | -0.1% | -20.37% | Trim |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -10.88% | Trim |
| 33 | MARA | Mara Holdings Inc | -0.1% | -98.88% | Trim |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -7.57% | Trim |
| 35 | UWM | Proshares Ultra Russell2000 | -0.2% | -99.38% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.2% | -14.83% | Trim |
| 37 | KKR | Kkr & Co Inc | -0.2% | -0.48% | Trim |
| 38 | PPG | Ppg Industries Inc | -0.2% | -83.58% | Trim |
| 39 | IIIV | I3 Verticals Inc-class A | -0.2% | -97.23% | Trim |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -94.63% | Trim |
| 41 | COST | Costco Wholesale CORP | -0.2% | -43.59% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.98% | Trim |
| 43 | AVGO | Broadcom Inc | -0.3% | +3.42% | Add |
| 44 | VOO | Vanguard S&p 500 ETF | -0.3% | -11.55% | Trim |
| 45 | IYW | Ishares Ustechnology ETF | -0.4% | -86.84% | Trim |
| 46 | VUG | Vanguard Growth ETF | -0.4% | +1.27% | Add |
| 47 | VNQ | Vanguard Real Estate ETF | -0.5% | -96.15% | Trim |
| 48 | VHT | Vanguard Health Care ETF | -0.5% | -91.55% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -5.62% | Trim |
| 50 | TSLA | Tesla Inc | -0.6% | +5.38% | Add |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 4018 disclosed positions in Q1 2025.
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 8.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
PAAA
市值: $12.6M
Top Position Liquidated / Trimmed
VEA
前期市值: $57.6M
During Q1 2025, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.4%)、VEA (3.3%)、VTV (3.0%). The largest single position, VUG, represented 3.4% of total portfolio value.
In Q1 2025, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 18 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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