IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

EverSource Wealth Advisors, LLC

Q4 2024 Holdings

Filed 2025-02-10 | 11742 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$67.8M165,2453.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$57.6M1,203,5223.2%
Vanguard Value ETF(VTV)ETF922908744$54.2M320,0223.0%
Apple Inc COM(AAPL)Stock037833100$53.6M213,9093.0%
iShares Gold Trust ETF(IAU)ETF464285204$34.0M687,7281.9%
Vanguard S&P 500 ETF(VOO)ETF922908363$30.5M56,5401.7%
Tesla Inc COM(TSLA)Stock88160R101$29.7M73,5711.7%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$28.7M314,0301.6%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$26.9M329,4791.5%
Microsoft Corp COM(MSFT)Stock594918104$24.7M58,6391.4%
Nvidia Corporation COM(NVDA)Stock67066G104$23.6M175,6351.3%
Amazon COM Inc COM(AMZN)Stock023135106$23.1M105,4621.3%
Sovereigns Capital Flourish Fund(SOVF)ETF210322202$22.8M740,3551.3%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$22.4M114,1591.3%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$21.6M279,2601.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$20.8M471,3211.2%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$20.3M107,2431.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$20.1M69,5111.1%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$19.6M250,6421.1%
Broadcom Inc COM(AVGO)Stock11135F101$19.5M84,3161.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$17.8M362,7401.0%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$17.6M219,9891.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$17.3M499,6931.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$17.0M224,3421.0%
Progressive Corp COM(PGR)Stock743315103$15.6M65,0340.9%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$14.7M260,6830.8%
KKR & Co Inc COM(KKR)Stock48251W104$14.5M98,0380.8%
Vanguard Small-Cap ETF(VB)ETF922908751$13.8M57,4630.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$13.8M23,3970.8%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$13.5M138,1240.8%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$12.5M577,6430.7%
Home Depot Inc COM(HD)Stock437076102$11.6M29,9230.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$11.3M184,2540.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$10.8M56,5810.6%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$10.7M236,5610.6%
CRH PLC ORD(CRH)StockG25508105$10.6M114,9500.6%
Ishares MBS ETF(MBB)ETF464288588$10.4M113,6800.6%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$10.2M175,4590.6%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$10.1M115,1490.6%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$10.1M135,2700.6%
Costco Whsl Corp New COM(COST)Stock22160K105$9.8M10,7260.6%
Chevron Corp New COM(CVX)Stock166764100$9.7M67,1410.5%
Meta Platforms Inc CL A(META)Stock30303M102$9.6M16,3600.5%
Vanguard Health Care ETF(VHT)ETF92204A504$9.4M37,0420.5%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9.2M20,2290.5%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$9.1M15,5760.5%
Blackstone Inc COM(BX)Stock09260D107$9.1M52,5780.5%
Autozone Inc COM(AZO)Stock053332102$8.8M2,7580.5%
Vanguard Real Estate ETF(VNQ)ETF922908553$8.3M93,3920.5%
Capital Group Core Equity ETF(CGUS)ETF14020V108$8.3M236,5090.5%
Page 1 of 76Next