13F Filings History of EverSource Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$2,525,964,608
Signature - Title
Glenn G. Waddell - Chief Compliance Officer
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by EverSource Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EverSource Wealth Advisors, LLC reported 4318 stock holdings with total value $2,525,964,608 as of Q3 2025. Top holdings included VUG, VEA, VTV, IAU, and AAPL.

Notify me when EverSource Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 4,318 $2,525,964,608 +$237,531,808 -$86,726,941 +$150,804,867 VUG, VEA, VTV, IAU, AAPL 13F-HR 10 Nov 2025, 14:57
Q2 2025 4,240 $2,212,078,856 +$352,700,789 -$114,079,519 +$238,621,270 VUG, VEA, VTV, IAU, NVDA 13F-HR 13 Aug 2025, 14:57
Q1 2025 4,008 $1,819,501,522 +$220,434,467 -$139,561,113 +$80,873,354 VUG, VEA, VTV, AAPL, IAU 13F-HR 13 May 2025, 12:10
Q4 2024 3,750 $1,778,972,970 +$232,017,919 -$54,598,466 +$177,419,453 VUG, VEA, VTV, AAPL, IAU 13F-HR 07 Feb 2025, 17:35
Q3 2024 3,034 $1,579,375,597 +$82,364,080 -$56,667,855 +$25,696,225 VUG, VEA, VTV, AAPL, IAU 13F-HR 08 Nov 2024, 16:56
Q2 2024 3,068 $1,469,488,491 +$179,689,561 -$36,772,808 +$142,916,753 VEA, VUG, VTV, AAPL, IAU 13F-HR 13 Aug 2024, 11:50
Q1 2024 2,900 $1,266,175,943 +$208,577,450 -$59,306,699 +$149,270,751 VEA, VUG, VTV, AAPL, BIL Restatement 11 Jun 2024, 10:33
Q4 2023 2,633 $1,091,836,885 +$118,619,258 -$62,300,112 +$56,319,146 VEA, VUG, VTV, AAPL, IAU 13F-HR 09 Feb 2024, 12:26
Q3 2023 2,498 $942,902,005 +$89,692,001 -$28,520,625 +$61,171,376 VEA, VUG, AAPL, VTV, VCSH 13F-HR 03 Nov 2023, 14:57
Q2 2023 2,488 $907,082,530 +$112,576,664 -$42,189,747 +$70,386,917 VEA, AAPL, VUG, VTV, VCSH 13F-HR 04 Aug 2023, 11:06
Q1 2023 2,375 $803,322,817 +$143,581,845 -$31,178,984 +$112,402,861 VEA, AAPL, VUG, VTV, VCSH 13F-HR 11 May 2023, 11:23
Q4 2022 2,300 $660,402,819 +$229,422,683 -$44,947,510 +$184,475,173 VEA, VCSH, VTV, VIG, VUG 13F-HR 09 Feb 2023, 11:36
Q3 2022 2,082 $436,459,000 +$103,694,565 -$25,724,367 +$77,970,198 VCSH, VEA, AAPL, VTI, VOO 13F-HR 07 Nov 2022, 08:55
Q2 2022 1,815 $387,660,000 +$68,567,181 -$20,604,599 +$47,962,582 VCSH, VEA, IIIV, VTI, VOO 13F-HR 01 Aug 2022, 16:23
Q1 2022 1,766 $394,090,000 +$72,098,738 -$21,208,218 +$50,890,520 VEA, VOO, VTI, IIIV, VCSH 13F-HR 25 May 2022, 13:29
Q4 2021 1,833 $356,951,000 $0 $0 $0 VEA, VCSH, VTI, VOO, VIG Restatement 17 Feb 2022, 16:03