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EverSource Wealth Advisors, LLC

Q3 2024 Holdings

Filed 2024-11-08 | 9186 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$61.3M159,7363.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$59.8M1,131,8843.8%
Vanguard Value ETF(VTV)ETF922908744$50.6M289,9853.2%
Apple Inc COM(AAPL)Stock037833100$47.5M203,9473.0%
iShares Gold Trust ETF(IAU)ETF464285204$32.7M658,4282.1%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$25.7M279,4891.6%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$24.7M124,6881.6%
Microsoft Corp COM(MSFT)Stock594918104$23.4M54,2781.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$22.8M43,2201.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$21.6M451,2101.4%
Sovereigns Capital Flourish Fund(SOVF)ETF210322202$20.7M680,6851.3%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$20.6M258,8831.3%
Nvidia Corporation COM(NVDA)Stock67066G104$20.1M165,7001.3%
Tesla Inc COM(TSLA)Stock88160R101$19.2M73,2841.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$19.0M67,1801.2%
Amazon COM Inc COM(AMZN)Stock023135106$18.8M100,8781.2%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$18.0M108,5811.1%
Vanguard Health Care ETF(VHT)ETF92204A504$17.8M63,2071.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$17.5M315,6941.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$17.2M342,8811.1%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$17.0M215,8461.1%
Progressive Corp COM(PGR)Stock743315103$16.4M64,5011.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$15.8M462,0201.0%
Broadcom Inc COM(AVGO)Stock11135F101$13.9M80,4590.9%
Vanguard Small-Cap ETF(VB)ETF922908751$13.6M57,2100.9%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$13.3M135,3550.8%
KKR & Co Inc COM(KKR)Stock48251W104$12.8M98,3420.8%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$12.5M564,2550.8%
Home Depot Inc COM(HD)Stock437076102$11.9M29,3160.8%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$11.8M133,8680.7%
Ishares Core S&P 500 ETF(IVV)ETF464287200$11.7M20,3610.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$11.3M179,6710.7%
Ishares MBS ETF(MBB)ETF464288588$11.2M117,0910.7%
Goldman Sachs Activebeta International Equity ETF(GSIE)ETF381430107$10.7M295,4140.7%
CRH PLC ORD(CRH)StockG25508105$10.6M114,6570.7%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$10.5M222,6670.7%
Applied Matls Inc COM(AMAT)Stock038222105$10.0M49,4080.6%
Chevron Corp New COM(CVX)Stock166764100$9.9M67,2460.6%
Amgen Inc COM(AMGN)Stock031162100$9.5M29,4710.6%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$9.2M247,1970.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$9.2M54,9890.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9.1M19,8680.6%
Graphic Packaging Hldg Co COM(GPK)Stock388689101$9.0M304,0990.6%
Meta Platforms Inc CL A(META)Stock30303M102$9.0M15,6520.6%
Costco Whsl Corp New COM(COST)Stock22160K105$8.8M9,9690.6%
Autozone Inc COM(AZO)Stock053332102$8.6M2,7430.5%
Vanguard Real Estate ETF(VNQ)ETF922908553$8.6M88,5870.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$8.5M140,3180.5%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$8.4M101,1740.5%
Blackstone Inc COM(BX)Stock09260D107$8.1M52,7690.5%
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