EverSource Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$1.58B
Signature - Title
Glenn 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 3034 stock holdings with total value $1.58B as of Q3 2024. Top holdings included VUG, VEA, VTV, AAPL, and IAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 3,034 $1.58B +$82.4M -$56.7M +$25.7M VUG, VEA, VTV, AAPL, IAU 13F-HR 11/8/2024, 04:56 PM
Q2 2024 3,068 $1.47B +$180M -$36.8M +$143M VEA, VUG, VTV, AAPL, IAU 13F-HR 8/13/2024, 11:50 AM
Q1 2024 2,900 $1.27B +$209M -$59.3M +$149M VEA, VUG, VTV, AAPL, BIL Restatement 6/11/2024, 10:33 AM
Q4 2023 2,633 $1.09B +$119M -$62.3M +$56.3M VEA, VUG, VTV, AAPL, IAU 13F-HR 2/9/2024, 12:26 PM
Q3 2023 2,498 $943M +$89.7M -$28.5M +$61.2M VEA, VUG, AAPL, VTV, VCSH 13F-HR 11/3/2023, 02:57 PM
Q2 2023 2,488 $907M +$113M -$42.2M +$70.4M VEA, AAPL, VUG, VTV, VCSH 13F-HR 8/4/2023, 11:06 AM
Q1 2023 2,375 $803M +$144M -$31.2M +$112M VEA, AAPL, VUG, VTV, VCSH 13F-HR 5/11/2023, 11:23 AM
Q4 2022 2,300 $660M +$229M -$44.9M +$184M VEA, VCSH, VTV, VIG, VUG 13F-HR 2/9/2023, 11:36 AM
Q3 2022 2,082 $436M +$104M -$25.7M +$78M VCSH, VEA, AAPL, VTI, VOO 13F-HR 11/7/2022, 08:55 AM
Q2 2022 1,815 $388M +$68.6M -$20.6M +$48M VCSH, VEA, IIIV, VTI, VOO 13F-HR 8/1/2022, 04:23 PM
Q1 2022 1,766 $394M +$72.1M -$21.2M +$50.9M VEA, VOO, VTI, IIIV, VCSH 13F-HR 5/25/2022, 01:29 PM
Q4 2021 1,833 $357M $0 $0 VEA, VCSH, VTI, VOO, VIG Restatement 2/17/2022, 04:03 PM