EW
| |
EverSource Wealth Advisors, LLC13F | |
| EverSource Wealth Advisors, LLC | |
| Last update 2025-05-13 | 4004 Stocks (474 new) |
| Value $1.81 Bil | Turnover 11 % |
EverSource Wealth Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 167,345 | 62,055.0 | +1.27% | 3.430 | +0.04% | 0.040 | +27.40% | +9.45% | 167,022.3 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,184,828 | 60,224.8 | -1.55% | 3.320 | -0.05% | 0.040 | +12.70% | +20.16% | 157,904.1 | ||
VTV | Vanguard Value ETF | 311,989 | 53,892.9 | -2.51% | 2.970 | -0.08% | 0.040 | +10.55% | +6.25% | 133,028.3 | ||
AAPL | Apple Inc | 201,896 | 44,847.0 | -5.62% | 2.480 | -0.17% | 0.000 | +7.26% | -15.53% | 3,151,608.6 | Hardware | |
IAU | iShares Gold Trust | 713,233 | 42,052.2 | +3.71% | 2.320 | +0.08% | 0.100 | +0.46% | +27.08% | 47,531.1 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 290,250 | 26,624.7 | -7.57% | 1.470 | -0.12% | 0.060 | +1.00% | +2.26% | 41,817.7 | ||
BSV | Vanguard Short-Term Bond ETF | 337,421 | 26,413.3 | +20.83% | 1.460 | +0.25% | 0.080 | +0.92% | +3.15% | 38,398.7 | ||
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 362,016 | 26,054.3 | +9.88% | 1.440 | +0.13% | 0.170 | +40.98% | +28.16% | 21,992.2 | ||
VOO | Vanguard S&P 500 ETF | 50,011 | 25,701.1 | -11.55% | 1.420 | -0.20% | 0.000 | +19.63% | +7.81% | 661,040.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 437,187 | 23,940.3 | +67.71% | 1.320 | +0.53% | 0.110 | +11.67% | -0.30% | 20,549.7 |
EverSource Wealth Advisors, LLC's Historical Top Holdings Breakdowns
EverSource Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PAAA | PGIM AAA CLO ETF | 2025-03-31 | New Buy New Buy | +0.70% | 51.15 ($51.33) 51.52 | $51.36 | 0.05% | New holding | 245,892 | 245,892 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +0.53% | 53.6 ($56.92) 58.97 | $55.91 | -1.77% | Add 67.71% | 437,187 | 176,504 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | Reduce Reduce | -0.49% | 254.06 ($266.4) 273.83 | $245.25 | -7.94% | Reduce -91.55% | 3,130 | -33,912 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +0.48% | 74.85 ($80.6) 84.89 | $88.45 | 9.75% | Add 496.93% | 128,286 | 106,795 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Reduce Reduce | -0.45% | 85.55 ($90.76) 94.34 | $89.71 | -1.16% | Reduce -96.15% | 3,592 | -89,800 | |
IYW | iShares U.S. Technology ETF | 2025-03-31 | Reduce Reduce | -0.38% | 140.44 ($155.77) 166.79 | $178.69 | 14.71% | Reduce -86.84% | 6,400 | -42,232 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.35% | 551.42 ($587.78) 612.93 | $627.48 | 6.75% | Add 73.49% | 27,023 | 11,447 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.25% | 25.54 ($27.31) 28.8 | $30.93 | 13.26% | Add 87.66% | 345,956 | 161,600 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.25% | 76.94 ($77.63) 78.28 | $78.22 | 0.77% | Add 20.83% | 337,421 | 58,161 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.24% | 890.62 ($974.97) 1076.86 | $952.06 | -2.35% | Reduce -43.59% | 6,051 | -4,675 |
EverSource Wealth Advisors, LLC Total Holding History ($B)
EverSource Wealth Advisors, LLC's Asset Allocation
EverSource Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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EverSource Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
EverSource Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EverSource Wealth Advisors, LLC's Holdings Heat Map
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EverSource Wealth Advisors, LLC's Holdings Bubble Chart
EverSource Wealth Advisors, LLC News
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