EverSource Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.78B
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 3750 stock holdings with total value $1.78B as of Q4 2024. Top holdings included VUG, VEA, VTV, AAPL, and IAU.
Holdings Value