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EverSource Wealth Advisors, LLC

Q1 2025 Holdings

Filed 2025-05-13 | 10570 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$62.1M167,3453.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$60.2M1,184,8283.3%
Vanguard Value ETF(VTV)ETF922908744$53.9M311,9893.0%
Apple Inc COM(AAPL)Stock037833100$44.8M201,8962.5%
iShares Gold Trust ETF(IAU)ETF464285204$42.1M713,2332.3%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$26.6M290,2501.5%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$26.4M337,4211.5%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$26.1M362,0161.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$25.7M50,0111.4%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$23.9M437,1871.3%
Sovereigns Capital Flourish Fund(SOVF)ETF210322202$23.4M787,4321.3%
Microsoft Corp COM(MSFT)Stock594918104$23.2M61,8551.3%
Amazon COM Inc COM(AMZN)Stock023135106$23.1M121,1581.3%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$22.6M116,2441.2%
Nvidia Corporation COM(NVDA)Stock67066G104$21.9M202,0021.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$21.1M466,4951.2%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$20.8M251,1501.1%
Tesla Inc COM(TSLA)Stock88160R101$20.1M77,5301.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$19.9M72,4331.1%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$18.9M239,1381.0%
Progressive Corp COM(PGR)Stock743315103$18.7M66,0701.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$18.6M563,1461.0%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$18.0M369,1241.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$16.4M106,1920.9%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$15.1M27,0230.8%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$15.1M178,6370.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$15.0M26,6750.8%
Broadcom Inc COM(AVGO)Stock11135F101$14.6M87,2020.8%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$14.3M143,6870.8%
Pgim AAA CLO ETF(PAAA)ETF69344A834$12.6M245,8920.7%
Vanguard Small-Cap ETF(VB)ETF922908751$12.5M56,1980.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$12.4M200,5100.7%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$11.6M599,1190.6%
KKR & Co Inc COM(KKR)Stock48251W104$11.3M97,5640.6%
Ishares MBS ETF(MBB)ETF464288588$11.1M118,6380.6%
Chevron Corp New COM(CVX)Stock166764100$10.9M65,4000.6%
Capital Group Core Equity ETF(CGUS)ETF14020V108$10.8M322,1460.6%
Home Depot Inc COM(HD)Stock437076102$10.7M29,2360.6%
Autozone Inc COM(AZO)Stock053332102$10.6M2,7850.6%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$10.6M185,3450.6%
Ishares Msci Eafe ETF(EFA)ETF464287465$10.5M128,2860.6%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$10.4M174,8470.6%
Meta Platforms Inc CL A(META)Stock30303M102$10.3M17,9380.6%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$10.3M222,2330.6%
CRH PLC ORD(CRH)StockG25508105$10.3M116,8490.6%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$9.9M402,9350.5%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$9.6M345,9560.5%
Amgen Inc COM(AMGN)Stock031162100$9.5M30,5470.5%
Microstrategy Inc CL A New(MSTR)Stock594972408$9.3M32,0880.5%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$9.1M405,6310.5%
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