EverSource Wealth Advisors, LLC 13F Holdings
CIK 0001710537 · BIRMINGHAM, AL
As of Sep 30, 2025, EverSource Wealth Advisors, LLC reported 11,995 positions worth
CIK 0001710537 · BIRMINGHAM, AL
As of Sep 30, 2025, EverSource Wealth Advisors, LLC reported 11,995 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 179,631 | $86.2M | 4.59% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,071,651 | $64.2M | 3.42% |
| VANGUARD VALUE INDEX FUND | VTV | — | 329,032 | $61.4M | 3.27% |
| ISHARES GOLD TRUST | IAU | — | 725,595 | $52.8M | 2.82% |
| NVIDIA CORP | NVDA | Technology | 229,490 | $42.8M | 2.28% |
| APPLE INC | AAPL | Technology | 164,454 | $41.9M | 2.23% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 395,574 | $39.5M | 2.10% |
| PRAXIS FDS | — | — | 1,033,647 | $37.0M | 1.97% |
| PRAXIS FDS | — | — | 1,231,338 | $36.5M | 1.95% |
| MICROSOFT CORP | MSFT | Technology | 65,494 | $33.9M | 1.81% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 361,048 | $33.1M | 1.77% |
| TESLA INC | TSLA | Consumer Cyclical | 71,283 | $31.7M | 1.69% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 94,785 | $31.1M | 1.66% |
| VANGUARD 500 INDEX FUND | VOO | — | 48,174 | $29.5M | 1.57% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 159,285 | $29.1M | 1.55% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 733,602 | $28.3M | 1.51% |
| PACER US CASH COWS 100 ETF | COWZ | — | 488,719 | $28.1M | 1.50% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 354,462 | $28.0M | 1.49% |
| BROADCOM INC | AVGO | Technology | 82,583 | $27.2M | 1.45% |
| APOLLO GLOBAL MANAGEMENT INC | APO | Financial Services | 200,156 | $26.7M | 1.42% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 118,664 | $25.6M | 1.37% |
| AMAZON.COM INC | AMZN | Equity | 110,201 | $24.2M | 1.29% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 423,113 | $22.9M | 1.22% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,419 | $21.7M | 1.16% |
| ELEVATION SERIES TRUST | SOVF | — | 711,214 | $21.5M | 1.15% |