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CIK: 0001710537
Total reported value
$3.0B
$3.0B
4271 檔
11.3%
According to the latest 13F quarterly dataset, EverSource Wealth Advisors, LLC managed an equity portfolio of $3.0B at the end of Q4 2025, spanning 4271 distinct U.S. exchange-listed positions.
In Q4 2025, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.46% | -1.15% | +7.28% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 2.47% | -1.06% | +6.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.41% | -1.41% | -2.11% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.16% | -0.12% | -0.73% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.87% | -0.16% | +53.55% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.10% | +0.78% | |
| 7 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.81% | -0.42% | +30.21% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.18% | +1.23% | |
| 9 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.53% | -0.55% | +11.30% | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 1.43% | +0.13% | +33.50% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.34% | +0.17% | +4.65% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.07% | +3.81% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.19% | +2.52% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.20% | -0.02% | +8.58% | |
| 15 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.19% | -0.08% | +106.38% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.14% | -0.13% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.06% | +1.03% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.10% | +16.03% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.10% | +0.08% | +1.59% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.17% | -1.78% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | +0.16% | +5.63% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.01% | -0.38% | -2.13% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | +0.05% | -5.91% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.88% | -0.10% | -19.49% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | -0.46% | +0.04% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.07% | -2.77% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.11% | +46.94% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.34% | +1.66% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | -0.44% | +4.32% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.70% | +0.10% | +7.21% | |
| 31 | CGUS | Cap Group Core Equity | ETF-Other | 0.69% | +0.20% | +8.14% | |
| 32 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.66% | +0.12% | +0.48% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.19% | +5.01% | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.61% | +0.09% | +9.92% | |
| 35 | CRH | CRH plc | Stock-Materials | 0.59% | +0.05% | +1.27% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | +0.34% | -6.65% | |
| 37 | CGXU | Cap Group Intl Focus | ETF-Other | 0.59% | +0.21% | +5.93% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.03% | +1.95% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.01% | +9.42% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.57% | +0.08% | -0.39% | |
| 41 | AVDE | Avantis International Equity | ETF-Other | 0.56% | -0.02% | +19.63% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.28% | +1.45% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.55% | +0.04% | +0.12% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | +0.11% | +1.80% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.68% | +4.43% | |
| 46 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.53% | +0.16% | +0.93% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.52% | +0.24% | +39.96% | |
| 48 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.51% | +0.02% | +23.24% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.50% | +0.01% | +11.15% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | +10.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +0.6% | +106.38% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +53.55% | Add |
| 3 | APO | Apollo Global Management Inc | +0.4% | +33.50% | Add |
| 4 | PRXG | Praxis Impact Large Cap ETF | +0.3% | +30.21% | Add |
| 5 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +11079.43% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.52% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +46.94% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +16.03% | Add |
| 9 | RDVY | First Trust Rising Dividend | +0.1% | +470.77% | Add |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +478533.33% | Add |
| 11 | CGCP | Cap Group Core Plus Income | +0.1% | +39.96% | Add |
| 12 | DFSV | Dimensional US Small Cap Val | +0.1% | +1711.96% | Add |
| 13 | TPL | Texas Pacific Land CORP | +0.1% | +11404.12% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +1.95% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +4.43% | Add |
| 16 | DELL | Dell Technologies -c | +0.1% | +726.99% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +11.46% | Add |
| 18 | SLV | Ishares Silver Trust | +0.1% | +88.27% | Add |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | +303.95% | Add |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +306.05% | Add |
| 21 | PRXV | Praxis Imp Large Cap Val ETF | +0.1% | +11.30% | Add |
| 22 | VSLU | Applied Finance Valuat ETF | +0.1% | +23.24% | Add |
| 23 | AVDE | Avantis International Equity | +0.1% | +19.63% | Add |
| 24 | IAU | Ishares Gold Trust | +0.1% | -0.73% | Trim |
| 25 | CIEN | Ciena CORP | +0.1% | -6.36% | Trim |
| 26 | VUG | Vanguard Growth ETF | +0.1% | +7.28% | Add |
| 27 | DFIC | Dimensional International Co | +0.1% | +9.92% | Add |
| 28 | VTV | Vanguard Value ETF | 0% | +6.66% | Add |
| 29 | AAPL | Apple Inc | — | +0.78% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | — | +5.63% | Add |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +1.59% | Add |
| 32 | TSLA | Tesla Inc | 0% | +4.65% | Add |
| 33 | SFBS | Servisfirst Bancshares Inc | -0.1% | -67.78% | Trim |
| 34 | AMH | American Homes 4 Rent- A | -0.1% | -36.52% | Trim |
| 35 | IWB | Ishares Russell 1000 ETF | -0.1% | -34.96% | Trim |
| 36 | PPA | Invesco Aerospace & Defense | -0.1% | -95.07% | Trim |
| 37 | DIHP | Dimensional International Hi | -0.1% | -64.18% | Trim |
| 38 | CRSP | CRISPR Therapeutics AG | -0.1% | -41.02% | Trim |
| 39 | HOOD | Robinhood Markets Inc - A | -0.1% | -2.58% | Trim |
| 40 | AZO | Autozone Inc | -0.1% | -3.36% | Trim |
| 41 | MSTR | Strategy Inc | -0.2% | +48.87% | Add |
| 42 | VIGI | Vanguard Int Div App Indx Fd | -0.3% | -58.39% | Trim |
| 43 | PLTR | Palantir Technologies Inc-a | -0.3% | -19.49% | Trim |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | -0.4% | +8.58% | Add |
| 45 | SOVF | Sovereign's Capital Flourish | -0.4% | -38.73% | Trim |
| 46 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 47 | ✓ | Blackstone Private Credit Fund | — | EXIT | Sold out |
| 48 | PNFP | Pinnacle Financial Partners | — | NEW | New buy |
| 49 | PNW | Pinnacle West Capital Corporation | — | EXIT | Sold out |
| 50 | ✓ | Spy 271217c00815000 Spdr S&p 500 ETF Tr Cll Opt 12/27 815.0 Cal | — | 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 4271 disclosed positions in Q4 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, VTV, VEA) accounted for 11.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
TCHP
市值: $2.4M
Top Position Liquidated / Trimmed
BLACKSTONE PRIVATE CREDIT FUND
前期市值: $2.1M
During Q4 2025, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (3.5%)、VTV (2.5%)、VEA (2.4%). The largest single position, VUG, represented 3.5% of total portfolio value.
In Q4 2025, EverSource Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 2 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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