EverSource Wealth Advisors, LLC
CIK 1710537 · Holdings on Sep 30, 2023 · First reported Nov 3, 2023
Top ten holdings
Q3 2023- VEA3.90%
- VUG3.50%
- AAPL3.00%
- VTV2.82%
- VCSH2.33%
- VIG1.98%
- VHT1.81%
- IAU1.62%
- VTI1.61%
- BIL1.57%
Share classes counted separately24.14%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $36.78M | 3.90% | 841.27K shares | — | ↗▾ | |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $33.00M | 3.50% | 121.19K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INCStock View history and evidence | $28.24M | 3.00% | 164.96K shares | — | ↗▾ | |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $26.55M | 2.82% | 192.50K shares | — | ↗▾ | |
| 05 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $21.99M | 2.33% | 292.61K shares | — | ↗▾ | |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFETF View history and evidence | $18.69M | 1.98% | 120.32K shares | — | ↗▾ | |
| 07 | VHTVANGUARD HEALTH CARE ETFETF View history and evidence | $17.05M | 1.81% | 72.52K shares | — | ↗▾ | |
| 08 | IAUISHARES GOLD TRUSTETF View history and evidence | $15.29M | 1.62% | 436.87K shares | — | ↗▾ | |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $15.16M | 1.61% | 71.37K shares | — | ↗▾ | |
| 10 | BILSS SPDR BB 1-3M T-BILL ETFETF View history and evidence | $14.84M | 1.57% | 161.66K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 231
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMLP ALERIAN MLP ETF | Non-derivative | — | — | SEC filing ↗ | |
| WWE WORLD WRESTLING ENTERTAIN-A | Non-derivative | — | — | SEC filing ↗ | |
| WES WESTERN MIDSTREAM PARTNERS L | Non-derivative | — | — | SEC filing ↗ |
3 / 231 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1710537 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 942903130
}Research all 2,508 reported holdings.
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