EverSource Wealth Advisors, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$1.8T

Holdings

4,018

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4,018 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	DEDEERE & CO COM	8,310	$3.9B	0.21%
102	VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF	111,168	$3.9B	0.21%
103	MAMASTERCARD INCORPORATED CL A	6,673	$3.7B	0.20%
104	DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	139,223	$3.6B	0.20%
105	TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF	85,162	$3.6B	0.20%
106	IUSBISHARES CORE TOTAL USD BOND MARKET ETF	78,366	$3.6B	0.20%
107	KEXKIRBY CORP COM	34,704	$3.5B	0.19%
108	DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	85,894	$3.5B	0.19%
109	DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF	133,000	$3.4B	0.19%
110	SCHDSCHWAB US DIVIDEND EQUITY ETF	121,345	$3.4B	0.19%
111	TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF	89,028	$3.3B	0.18%
112	MASMASCO CORP COM	47,706	$3.3B	0.18%
113	BIBLINSPIRE 100 ETF	85,048	$3.3B	0.18%
114	JNJJOHNSON & JOHNSON COM	19,646	$3.3B	0.18%
115	AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF	46,001	$3.2B	0.18%
116	PGPROCTER AND GAMBLE CO COM	18,420	$3.1B	0.17%
117	CALFPACER US SMALL CAP CASH COWS ETF	80,905	$3.0B	0.17%
118	SOSOUTHERN CO COM	31,443	$2.9B	0.16%
119	CRSPCRISPR THERAPEUTICS AG NAMEN AKT	84,880	$2.9B	0.16%
120	53SBRIDGE INVT GROUP HLDGS INC COM CL A	298,539	$2.9B	0.16%
121	VGLTVANGUARD LONG-TERM TREASURY ETF	49,396	$2.8B	0.16%
122	DFATDIMENSIONAL U.S. TARGETED VALUE ETF	55,021	$2.8B	0.16%
123	EFVISHARES MSCI EAFE VALUE ETF	47,943	$2.8B	0.16%
124	IWDISHARES RUSSELL 1000 VALUE ETF	15,018	$2.8B	0.16%
125	DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	103,625	$2.8B	0.15%
126	LVLNSPDR S&P REGIONAL BANKING ETF	48,384	$2.8B	0.15%
127	GQ9SPDR Gold Shares ETF	9,201	$2.7B	0.15%
128	SFBSSERVISFIRST BANCSHARES INC COM	31,689	$2.6B	0.14%
129	GSGOLDMAN SACHS GROUP INC COM	4,731	$2.6B	0.14%
130	WSOWATSCO INC COM	5,067	$2.6B	0.14%
131	VBRVANGUARD SMALL CAP VALUE ETF	13,502	$2.5B	0.14%
132	VNLAJANUS HENDERSON SHORT DURATION INCOME ETF	51,152	$2.5B	0.14%
133	IVWISHARES S&P 500 GROWTH ETF	26,803	$2.5B	0.14%
134	ORCLORACLE CORP COM	17,582	$2.5B	0.13%
135	ABBVABBVIE INC COM	11,555	$2.4B	0.13%
136	CGDGCAPITAL GROUP DIVIDEND VALUE ETF	65,902	$2.3B	0.13%
137	VTEBVANGUARD TAX-EXEMPT BOND ETF	46,851	$2.3B	0.13%
138	TPSCTIMOTHY PLAN US SMALL CAP CORE ETF	62,430	$2.3B	0.13%
139	CRMSALESFORCE INC COM	8,510	$2.3B	0.13%
140	QUALISHARES MSCI USA QUALITY FACTOR ETF	12,476	$2.1B	0.12%
141	DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	79,131	$2.1B	0.11%
142	XLKTECHNOLOGY SELECT SECTOR SPDR FUND	10,103	$2.1B	0.11%
143	AVUVAVANTIS U.S. SMALL CAP VALUE ETF	23,859	$2.1B	0.11%
144	BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF	20,799	$2.1B	0.11%
145	IJHISHARES CORE S&P MID-CAP ETF	34,960	$2.0B	0.11%
146	UNHUNITEDHEALTH GROUP INC COM	3,889	$2.0B	0.11%
147	CLHCLEAN HARBORS INC COM	10,102	$2.0B	0.11%
148	GEGE AEROSPACE COM NEW	9,932	$2.0B	0.11%
149	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	18,511	$2.0B	0.11%
150	PNFPPINNACLE FINL PARTNERS INC COM	18,271	$1.9B	0.11%
151	TPDSOMNIGROUP INTERNATIONAL INC COM	32,292	$1.9B	0.11%
152	XLEEnergy Select Sector SPDR ETF	20,593	$1.9B	0.11%
153	LINLINDE PLC SHS	4,119	$1.9B	0.11%
154	EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF	34,783	$1.9B	0.11%
155	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	30,636	$1.9B	0.10%
156	USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	37,076	$1.9B	0.10%
157	MCDMCDONALDS CORP COM	6,001	$1.9B	0.10%
158	KOCOCA COLA CO COM	26,133	$1.9B	0.10%
159	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	42,181	$1.9B	0.10%
160	XLVHEALTH CARE SELECT SECTOR SPDR FUND	12,742	$1.9B	0.10%
161	VFLOVICTORYSHARES FREE CASH FLOW ETF	53,608	$1.8B	0.10%
162	VONGVANGUARD RUSSELL 1000 GROWTH ETF	19,780	$1.8B	0.10%
163	KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A	41,944	$1.8B	0.10%
164	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	21,921	$1.8B	0.10%
165	BERYEURBERRY GLOBAL GROUP INC COM	25,657	$1.8B	0.10%
166	DFCFDIMENSIONAL CORE FIXED INCOME ETF	42,571	$1.8B	0.10%
167	—BLACKSTONE PRIVATE CREDIT FUND	3,200	$1.8B	0.10%	Put
168	IWPISHARES RUSSELL MID-CAP GROWTH ETF	15,178	$1.8B	0.10%
169	UPROPROSHARES ULTRAPRO S&P500	23,804	$1.8B	0.10%
170	SDYSPDR S&P DIVIDEND ETF	12,780	$1.7B	0.10%
171	DWDMORGAN STANLEY COM NEW	14,717	$1.7B	0.09%
172	ABTABBOTT LABS COM	12,864	$1.7B	0.09%
173	WFCWELLS FARGO CO NEW COM	23,513	$1.7B	0.09%
174	RTXRTX CORPORATION COM	12,635	$1.7B	0.09%
175	DUKDUKE ENERGY CORP NEW COM NEW	13,720	$1.7B	0.09%
176	XLFFinancial Select Sector SPDR ETF	33,258	$1.7B	0.09%
177	DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	33,955	$1.7B	0.09%
178	IWSISHARES RUSSELL MID-CAP VALUE ETF	12,907	$1.6B	0.09%
179	SPABSPDR PORTFOLIO AGGREGATE BOND ETF	63,503	$1.6B	0.09%
180	SYFIAB SHORT DURATION HIGH YIELD ETF	45,061	$1.6B	0.09%
181	VONVVANGUARD RUSSELL 1000 VALUE ETF	19,396	$1.6B	0.09%
182	DGCBDIMENSIONAL GLOBAL CREDIT ETF	30,040	$1.6B	0.09%
183	DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF	33,454	$1.6B	0.09%
184	SGOVISHARES 0-3 MONTH TREASURY BOND ETF	15,642	$1.6B	0.09%
185	TPRTAPESTRY INC COM	22,316	$1.6B	0.09%
186	UGLPROSHARES ULTRA GOLD	12,187	$1.6B	0.09%
187	FLEEFRANKLIN FTSE EUROPE ETF	50,269	$1.6B	0.09%
188	QCOMQUALCOMM INC COM	10,011	$1.5B	0.08%
189	CATCATERPILLAR INC COM	4,644	$1.5B	0.08%
190	BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND	16,404	$1.5B	0.08%
191	OXYOCCIDENTAL PETE CORP COM	30,620	$1.5B	0.08%
192	BACBANK AMERICA CORP COM	36,059	$1.5B	0.08%
193	VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF	14,624	$1.5B	0.08%
194	MRSHMARSH & MCLENNAN COS INC COM	5,735	$1.4B	0.08%
195	4I1PHILIP MORRIS INTL INC COM	8,746	$1.4B	0.08%
196	VOTVANGUARD MID-CAP GROWTH ETF	5,643	$1.4B	0.08%
197	MUBISHARES NATIONAL MUNI BOND ETF	13,063	$1.4B	0.08%
198	DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF	26,263	$1.4B	0.08%
199	SPXLDIREXION DAILY S&P 500 BULL 3X SHARES	9,761	$1.4B	0.08%
200	MCKMCKESSON CORP COM	2,035	$1.4B	0.08%

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