13F Filings History of EverSource Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$2.53B
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 $2.53B 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 $2.53B +$238M -$86.7M +$151M VUG, VEA, VTV, IAU, AAPL 13F-HR 10 Nov 2025, 14:57
Q2 2025 4,240 $2.21B +$353M -$114M +$239M VUG, VEA, VTV, IAU, NVDA 13F-HR 13 Aug 2025, 14:57
Q1 2025 4,008 $1.82B +$220M -$140M +$80.9M VUG, VEA, VTV, AAPL, IAU 13F-HR 13 May 2025, 12:10
Q4 2024 3,750 $1.78B +$232M -$54.6M +$177M VUG, VEA, VTV, AAPL, IAU 13F-HR 07 Feb 2025, 17:35
Q3 2024 3,034 $1.58B +$82.4M -$56.7M +$25.7M VUG, VEA, VTV, AAPL, IAU 13F-HR 08 Nov 2024, 16:56
Q2 2024 3,068 $1.47B +$180M -$36.8M +$143M VEA, VUG, VTV, AAPL, IAU 13F-HR 13 Aug 2024, 11:50
Q1 2024 2,900 $1.27B +$209M -$59.3M +$149M VEA, VUG, VTV, AAPL, BIL Restatement 11 Jun 2024, 10:33
Q4 2023 2,633 $1.09B +$119M -$62.3M +$56.3M VEA, VUG, VTV, AAPL, IAU 13F-HR 09 Feb 2024, 12:26
Q3 2023 2,498 $943M +$89.7M -$28.5M +$61.2M VEA, VUG, AAPL, VTV, VCSH 13F-HR 03 Nov 2023, 14:57
Q2 2023 2,488 $907M +$113M -$42.2M +$70.4M VEA, AAPL, VUG, VTV, VCSH 13F-HR 04 Aug 2023, 11:06
Q1 2023 2,375 $803M +$144M -$31.2M +$112M VEA, AAPL, VUG, VTV, VCSH 13F-HR 11 May 2023, 11:23
Q4 2022 2,300 $660M +$229M -$44.9M +$184M VEA, VCSH, VTV, VIG, VUG 13F-HR 09 Feb 2023, 11:36
Q3 2022 2,082 $436M +$104M -$25.7M +$78M VCSH, VEA, AAPL, VTI, VOO 13F-HR 07 Nov 2022, 08:55
Q2 2022 1,815 $388M +$68.6M -$20.6M +$48M VCSH, VEA, IIIV, VTI, VOO 13F-HR 01 Aug 2022, 16:23
Q1 2022 1,766 $394M +$72.1M -$21.2M +$50.9M VEA, VOO, VTI, IIIV, VCSH 13F-HR 25 May 2022, 13:29
Q4 2021 1,833 $357M $0 $0 VEA, VCSH, VTI, VOO, VIG Restatement 17 Feb 2022, 16:03