Holdings of EverSource Wealth Advisors, LLC

Name: Holdings of EverSource Wealth Advisors, LLC
Creator: Titelia

3721 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 26.2 % of the equity sleeve

Sector breakdown

Technology 11.8 %
Financials 5.8 %
Consumer discretionary 4.2 %
Funds 3.4 %
Communication 3.1 %
Industrials 2.4 %
Health care 2.2 %
Energy 1.8 %
Consumer staples 1.4 %
Utilities 0.8 %
Materials 0.5 %
Real estate 0.3 %
Unattributed 62.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 98.2 %
NL 0.7 %
GB 0.2 %
TW 0.2 %
KR 0.1 %
JP 0.1 %
ES 0.1 %
KY 0.0 %
IN 0.0 %
BR 0.0 %
ZA 0.0 %
MX 0.0 %
Other countries 0.2 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	3,526	2.8B $	98.17 %
2	NL	6	20.9M $	0.73 %
3	GB	24	6.5M $	0.23 %
4	TW	4	5.9M $	0.21 %
5	KR	8	3.4M $	0.12 %
6	JP	6	2.8M $	0.10 %
7	ES	3	2.4M $	0.08 %
8	KY	40	1.3M $	0.05 %
9	IN	5	1.1M $	0.04 %
10	BR	19	1.1M $	0.04 %
11	ZA	5	694.9K $	0.02 %
12	MX	11	650.3K $	0.02 %

Positions

Rank	Company	Shares	Value
1	Vanguard Growth ETF	365,669	159.7M $
2	Vanguard FTSE Developed Markets ETF	1,960,679	125.6M $
3	Vanguard Value ETF	638,267	125.2M $
4	Apple Inc	254,789	64.7M $
5	Ishares Gold Trust	666,445	58.8M $
6	NVIDIA Corp	273,540	47.7M $
7	Vanguard Short-term Bond Etf	564,718	44.3M $
8	SPDR Series Trust	479,367	43.9M $
9	Vanguard International Equity Index Funds	780,631	42.2M $
10	Vanguard Total Stock Market ETF	121,578	39M $
11	Vanguard Charlotte Funds	760,455	36.5M $
12	Microsoft Corp	95,488	35.3M $
13	Alphabet Inc	121,438	34.9M $
14	Amazon.com Inc	162,143	33.8M $
15	Pacer Funds Trust	518,469	32.4M $
16	Tesla Inc	86,484	32.2M $
17	Broadcom Inc	102,979	31.9M $
18	Vanguard S&P 500 ETF	48,650	29.1M $
19	Apollo Global Management Inc	260,401	29M $
20	Vanguard Small-Cap ETF	110,024	28.8M $
21	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	126,760	27.3M $
22	Dimensional ETF Trust	689,740	26.8M $
23	Fidelity Wise Origin Bitcoin Fund	452,375	26.7M $
24	Avantis International Equity ETF	277,376	23.5M $
25	Alphabet Inc	73,566	21.1M $
26	iShares Core S&P 500 ETF	32,099	21M $
27	Applied Finance Valuation ETF	500,722	20.9M $
28	ASML Holding NV	15,058	19.9M $
29	iShares Core Dividend Growth ETF	282,858	19.9M $
30	Palantir Technologies Inc	135,699	19.9M $
31	State Street SPDR S&P 500 ETF Trust	30,081	19.6M $
32	Vanguard 0-3 Month Treasury Bi	253,575	19.2M $
33	Applied Materials Inc	56,093	19.2M $
34	CAPITAL GROUP CORE EQUITY ETF	495,894	19.1M $
35	Dimensional International Core	526,521	18.7M $
36	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	235,621	18.7M $
37	Invesco S&P 500 Revenue ETF	158,033	18.2M $
38	Vanguard Scottsdale Funds	384,290	18M $
39	Vanguard Bond Index Funds	222,339	17.2M $
40	Capital Group International Focus Equity ETF	552,499	16.3M $
41	Vanguard Bond Index Funds	231,633	15.9M $
42	Vanguard Scottsdale Funds	265,925	15.8M $
43	Invesco QQQ Trust Series 1	27,109	15.6M $
44	PIMCO Multisector Bond Active	596,847	15.6M $
45	Capital Group Core Plus Income ETF	692,902	15.5M $
46	Meta Platforms Inc	26,980	15.4M $
47	JPMorgan Chase & Co	50,412	14.8M $
48	iShares MSCI EAFE ETF	145,421	14.1M $
49	Walmart Inc	113,451	14.1M $
50	PGIM ETF Trust	274,467	14M $
51	Diamondback Energy Inc	70,254	13.9M $
52	ETF OPPORTUNITIES TRUST	499,446	13.8M $
53	Progressive Corp/The	68,133	13.5M $
54	Capital Group Growth ETF	321,269	12.9M $
55	Fidelity Covington Trust	339,918	12.6M $
56	Home Depot Inc/The	37,212	12.2M $
57	iShares MBS ETF	114,489	10.9M $
58	KKR & Co Inc	115,809	10.7M $
59	Berkshire Hathaway Inc	22,349	10.7M $
60	Exxon Mobil Corp	60,927	10.3M $
61	AutoZone Inc	3,025	10.2M $
62	Goldman Sachs ActiveBeta International Equity ETF	228,463	9.9M $
63	Vanguard Total Bond Market ETF	132,570	9.8M $
64	Vanguard Scottsdale Funds	162,479	9.5M $
65	Chevron Corp	45,548	9.4M $
66	iShares Russell 2000 Value ETF	49,596	9.4M $
67	DFA Dimensional US Marketwide Value ETF	188,727	9.1M $
68	Eli Lilly & Co	9,620	8.8M $
69	Ciena Corp	20,512	8M $
70	J P Morgan Exchange Traded Fund Trust	133,423	7.6M $
71	Blackstone Inc	62,997	7.2M $
72	Vanguard World Fund	49,571	7.2M $
73	Goldman Sachs Group Inc/The	8,287	7M $
74	Strategy Inc	55,861	7M $
75	Kirby Corp	52,150	6.9M $
76	Amgen Inc	19,686	6.9M $
77	SPDR Gold Shares	16,005	6.9M $
78	Netflix Inc	69,250	6.7M $
79	Dimensional ETF Trust	93,133	6.6M $
80	Dell Technologies Inc	39,865	6.5M $
81	Crowdstrike Holdings Inc	16,472	6.4M $
82	Vanguard Index Funds	34,881	6.4M $
83	Vanguard Mega Cap Growth ETF	17,488	6.4M $
84	Costco Wholesale Corp	6,329	6.3M $
85	Texas Pacific Land Corp	13,243	6.3M $
86	Vanguard Total World Stock ETF	45,023	6.2M $
87	Robinhood Markets Inc	89,840	6.2M $
88	Dimensional International Value ETF	117,830	6.2M $
89	Vanguard High Dividend Yield E	40,662	6M $
90	DR Horton Inc	43,296	5.9M $
91	Visa Inc	19,388	5.9M $
92	Palo Alto Networks Inc	36,503	5.9M $
93	Default	224,789	5.8M $
94	Dimensional ETF Trust	169,072	5.7M $
95	iShares Core MSCI EAFE ETF	62,516	5.7M $
96	iShares Silver Trust	82,503	5.6M $
97	Avantis International Small Cap Value ETF	55,388	5.5M $
98	HealthEquity Inc	65,890	5.5M $
99	Johnson & Johnson	22,523	5.5M $
100	Vanguard Index Funds	25,228	5.5M $