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CIK: 0001710537
Total reported value
$3.0B
$3.0B
4322 檔
10.5%
During the Q3 2025 filing period, EverSource Wealth Advisors, LLC (CIK: 0001710537) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 4322 reported positions.
In Q3 2025, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.41% | -1.15% | +3.15% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.54% | -1.41% | -2.92% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.43% | -1.06% | +1.06% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.10% | -0.12% | -0.38% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.10% | +2.11% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.18% | +1.97% | |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.56% | -0.02% | +3.27% | |
| 8 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.47% | -0.42% | +21.27% | |
| 9 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.45% | -0.55% | +18.74% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.07% | +2.84% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | +0.17% | -1.04% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.32% | -0.16% | +22.42% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | -0.06% | +9.21% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.14% | -1.19% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.21% | -0.10% | -7.15% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.17% | -0.43% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | +0.05% | +5.38% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.11% | +0.08% | +21.17% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.11% | -0.38% | +6.87% | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.06% | +0.13% | +27104.20% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.10% | +2.30% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | +0.16% | +9.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.19% | +3.16% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.46% | -1.75% | |
| 25 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.89% | -0.08% | -12.80% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | +16.17% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.34% | -2.56% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.74% | -0.44% | +0.63% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.68% | +0.10% | +6.40% | |
| 30 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.68% | +0.12% | +0.79% | |
| 31 | CGUS | Cap Group Core Equity | ETF-Other | 0.67% | +0.20% | +12.39% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.67% | +0.08% | +1.98% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.01% | +5.56% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.62% | -0.08% | +50.05% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.34% | +37.57% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.19% | -2.92% | |
| 37 | CRH | CRH plc | Stock-Materials | 0.60% | +0.05% | +0.60% | |
| 38 | CGXU | Cap Group Intl Focus | ETF-Other | 0.60% | +0.21% | +7.23% | |
| 39 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.59% | +0.04% | -1.81% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.28% | -1.65% | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.56% | +0.09% | +11.73% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | +0.11% | +7.00% | |
| 43 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.55% | +0.16% | +1.28% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.11% | -7.92% | |
| 45 | KKR | Kkr & Co Inc | Stock-Financials | 0.52% | — | +0.90% | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.51% | +0.13% | +0.74% | |
| 47 | AZO | Autozone Inc | Stock-Consumer Disc | 0.49% | -0.01% | +0.17% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.49% | +0.01% | +16.97% | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.49% | -0.02% | +97.44% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.03% | +0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | +1.1% | +27104.20% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +0.6% | +50.05% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +1.97% | Add |
| 4 | HOOD | Robinhood Markets Inc - A | +0.5% | +0.74% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | -1.19% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.92% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | -7.15% | Trim |
| 8 | DFSD | Dimensional Short Duration | +0.3% | +25.19% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | -1.04% | Trim |
| 10 | AVDE | Avantis International Equity | +0.2% | +97.44% | Add |
| 11 | VSLU | Applied Finance Valuat ETF | +0.2% | +147.53% | Add |
| 12 | IWB | Ishares Russell 1000 ETF | +0.2% | +45.70% | Add |
| 13 | HQY | Healthequity Inc | +0.2% | +50.77% | Add |
| 14 | ASML | ASML Holding N.V. | +0.2% | +37.57% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.21% | Add |
| 16 | DFCF | Dimensional Core Fixed Inc | +0.1% | +20.51% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +3.27% | Add |
| 18 | PYLD | Pimco Multisector Bond Actv | +0.1% | +22.59% | Add |
| 19 | FANG | Diamondback Energy Inc | +0.1% | +34.72% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +2.84% | Add |
| 21 | DFAC | Dimensional US Core Equity 2 | +0.1% | +5.38% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.16% | Trim |
| 23 | CGUS | Cap Group Core Equity | +0.1% | +12.39% | Add |
| 24 | CGGR | Cap Group Growth Equity | +0.1% | +9.71% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +0.55% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +5.56% | Add |
| 27 | CGXU | Cap Group Intl Focus | +0.1% | +7.23% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.02% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +16.17% | Add |
| 30 | CRH | CRH plc | 0% | +0.60% | Add |
| 31 | DFIC | Dimensional International Co | 0% | +11.73% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.48% | Add |
| 33 | VUG | Vanguard Growth ETF | — | +3.15% | Add |
| 34 | DGRO | Ishares Core Dividend Growth | — | +6.40% | Add |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +22.42% | Add |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | +21.17% | Add |
| 37 | IAU | Ishares Gold Trust | -0.2% | -0.38% | Add |
| 38 | AHR | American Healthcare Reit Inc | -0.2% | +24.36% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.43% | Trim |
| 40 | COP | Conocophillips | -0.3% | -11.09% | Trim |
| 41 | AMGN | Amgen Inc | -0.3% | -13.30% | Trim |
| 42 | CVX | Chevron CORP | -0.4% | -15.40% | Trim |
| 43 | GPK | Graphic Packaging Holding Co | -0.4% | -99.47% | Trim |
| 44 | VTV | Vanguard Value ETF | -0.5% | +1.06% | Add |
| 45 | VIGI | Vanguard Int Div App Indx Fd | -0.7% | -1.77% | Trim |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.8% | -2.92% | Trim |
| 47 | PRXG | Praxis Impact Large Cap ETF | — | NEW | New buy |
| 48 | PRXV | Praxis Imp Large Cap Val ETF | — | NEW | New buy |
| 49 | PSH | Pgim Short Duration High Yld | — | NEW | New buy |
| 50 | RWK | Invesco S&p Midcap 400 Rev | — | NEW | New buy |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 4322 disclosed positions in Q3 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 10.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PRXG
市值: $37.0M
Top Position Liquidated / Trimmed
VEA
前期市值: $60.2M
During Q3 2025, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.4%)、VEA (2.5%)、VTV (2.4%). The largest single position, VUG, represented 3.4% of total portfolio value.
In Q3 2025, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 11 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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