EverSource Wealth Advisors, LLC

Q1 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Glenn Waddell - Chief Compliance Officer
Location
Birmingham, AL
Holdings as of
March 31, 2024
Value $
$1.27B
Num holdings
2,900
Date filed
6/11/2024, 10:33 AM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included VEA, VUG, VTV, AAPL, and BIL.
Previous filing
Q4 2023 - Feb 9, 2024
Next filing
Q2 2024 - Aug 13, 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 - Restatement compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Glenn Waddell Chief Compliance Officer Birmingham, Alabama 6/11/2024

Other Included Managers (3):

Num Name Location File Number
1 Bare Financial Services, Inc Gap, PA 028-23605
2 Christy Capital Management Macon, GA 028-23964
3 BMSS Wesson Wealth Solutions, LLC Birmingham, AL 028-21596