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CIK: 0001710537
Total reported value
$3.0B
$3.0B
4249 檔
9.4%
The Q2 2025 SEC filing reveals that EverSource Wealth Advisors, LLC held a total portfolio value of $3.0B, covering 4249 public equity positions.
In Q2 2025, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.45% | -1.15% | +4.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.84% | -1.41% | -6.76% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.60% | -1.06% | +4.40% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.06% | -0.12% | +2.65% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.18% | +15.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.10% | -11.90% | |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.63% | -0.02% | +5.81% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.07% | +4.80% | |
| 9 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.33% | -0.55% | — | |
| 10 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.26% | -0.42% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.17% | -2.84% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.16% | +2.21% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.06% | +19.83% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.18% | -0.38% | -1.57% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.14% | +8.19% | |
| 16 | SOVF | Sovereign's Capital Flourish | ETF-Other | 1.16% | -0.08% | +8.19% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.10% | -3.69% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.13% | +0.05% | +23.62% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.17% | +1.04% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | -0.10% | +0.92% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.00% | +0.08% | -7.63% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.00% | +0.16% | -7.12% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | -0.46% | -7.41% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.87% | -0.34% | +0.82% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.84% | -0.44% | +1.27% | |
| 26 | PGR | Progressive CORP | Stock-Financials | 0.80% | +0.08% | +1.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.19% | -5.05% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.07% | +6.04% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.73% | +0.12% | +7.22% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | +0.10% | +19.17% | |
| 31 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.68% | +0.04% | +19.90% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.01% | +14.09% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.19% | +208.39% | |
| 34 | CGUS | Cap Group Core Equity | ETF-Other | 0.64% | +0.20% | +18.86% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.11% | -17.71% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | -0.28% | +2.75% | |
| 37 | KKR | Kkr & Co Inc | Stock-Financials | 0.60% | — | +2.90% | |
| 38 | MSTR | Strategy Inc | Stock-Tech | 0.60% | -0.08% | +1.88% | |
| 39 | CGXU | Cap Group Intl Focus | ETF-Other | 0.58% | +0.21% | +18.33% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | +0.11% | +9.76% | |
| 41 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.56% | +0.16% | +1.70% | |
| 42 | DFIC | Dimensional International Co | ETF-Other | 0.55% | +0.09% | +12.63% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.54% | +0.01% | -46.92% | |
| 44 | CRH | CRH plc | Stock-Materials | 0.53% | +0.05% | +8.41% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | +0.02% | -2.94% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.48% | -0.01% | +3.52% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +9.29% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.47% | +0.01% | +0.34% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.47% | -0.08% | +1477.86% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.46% | -0.22% | -1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRXV | Praxis Imp Large Cap Val ETF | +1.3% | NEW | New buy |
| 2 | PRXG | Praxis Impact Large Cap ETF | +1.3% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.5% | +15.24% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +208.39% | Add |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | +0.4% | +1477.86% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +8.19% | Add |
| 7 | HOOD | Robinhood Markets Inc - A | +0.4% | +3477.97% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.92% | Add |
| 9 | DFSD | Dimensional Short Duration | +0.3% | +364.12% | Add |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +5.81% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +4.80% | Add |
| 12 | IWB | Ishares Russell 1000 ETF | +0.2% | +1561.62% | Add |
| 13 | HQY | Healthequity Inc | +0.2% | +20981.29% | Add |
| 14 | DFCF | Dimensional Core Fixed Inc | +0.1% | +179.00% | Add |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.1% | +23.62% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +14.09% | Add |
| 17 | PPA | Invesco Aerospace & Defense | +0.1% | +2714.42% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +19.83% | Add |
| 19 | PYLD | Pimco Multisector Bond Actv | +0.1% | +67.82% | Add |
| 20 | MSTR | Strategy Inc | +0.1% | +1.88% | Add |
| 21 | CGGR | Cap Group Growth Equity | +0.1% | +19.32% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | +4.99% | Add |
| 23 | CGUS | Cap Group Core Equity | +0.1% | +18.86% | Add |
| 24 | DFUV | Dimensional US Marketwide Va | +0.1% | +38.07% | Add |
| 25 | VUG | Vanguard Growth ETF | 0% | +4.11% | Add |
| 26 | CGXU | Cap Group Intl Focus | 0% | +18.33% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -5.84% | Trim |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +9.29% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +45.76% | Add |
| 30 | AMAT | Applied Materials Inc | 0% | +3.44% | Add |
| 31 | TSLA | Tesla Inc | 0% | +1.04% | Add |
| 32 | DFIC | Dimensional International Co | 0% | +12.63% | Add |
| 33 | DGRO | Ishares Core Dividend Growth | 0% | +19.17% | Add |
| 34 | PAAA | Pgim Aaa Clo ETF | 0% | +19.90% | Add |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +9.76% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +6.04% | Add |
| 37 | AMZN | Amazon.com Inc | -0.1% | -3.69% | Trim |
| 38 | SOVF | Sovereign's Capital Flourish | -0.1% | +8.19% | Add |
| 39 | IWD | Ishares Russell 1000 Value E | -0.1% | -80.46% | Trim |
| 40 | KRE | Ss Spdr S&p Regional Bank | -0.2% | EXIT | Sold out |
| 41 | IWF | Ishares Russell 1000 Growth | -0.2% | -80.07% | Trim |
| 42 | AHR | American Healthcare Reit Inc | -0.2% | -99.81% | Trim |
| 43 | AMGN | Amgen Inc | -0.2% | -27.76% | Trim |
| 44 | IAU | Ishares Gold Trust | -0.3% | +2.65% | Add |
| 45 | COP | Conocophillips | -0.3% | -64.09% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | -30.89% | Trim |
| 47 | VTV | Vanguard Value ETF | -0.4% | +4.40% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.5% | -6.76% | Trim |
| 49 | VIGI | Vanguard Int Div App Indx Fd | -0.6% | -46.92% | Trim |
| 50 | AAPL | Apple Inc | -0.8% | -11.90% | 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 4249 disclosed positions in Q2 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 9.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
PRXV
市值: $29.5M
Top Position Liquidated / Trimmed
KRE
前期市值: $2.8M
During Q2 2025, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.5%)、VEA (2.8%)、VTV (2.6%). The largest single position, VUG, represented 3.5% of total portfolio value.
In Q2 2025, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 11 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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