EverSource Wealth Advisors, LLC portfolio

Q1 2025 · Holdings as of 31 Mar 2025 · Filed 13 May 2025 · $1,819,501,522 reported in Form 13F

All quarters Options holdings View SEC source

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What changed in Q1 2025?

Comparable share positions since Q4 2024.

View all holdings

New: 487
Increased: 2,206
Reduced: 996
Exited: 227

Largest disclosed changes

PAAA New
PGIM AAA CLO ETF

245,892 shares

+$12,616,719 estimated

Weight +0.69 percentage points
COWZ Increased
PACER US CASH COWS 100 ETF

176,504 shares

+$9,665,343 estimated

Weight +0.49 percentage points
VHT Reduced
VANGUARD HEALTH CARE ETF

-33,912 shares

-$8,977,156 estimated

Weight -0.48 percentage points
EFA Increased
ISHARES MSCI EAFE ETF

106,795 shares

+$8,728,363 estimated

Weight +0.48 percentage points
VNQ Reduced
VANGUARD REAL ESTATE ETF

-89,800 shares

-$8,130,975 estimated

Weight -0.45 percentage points

Estimates use share changes and filing prices. They are not trade proceeds. Options and principal positions are excluded.

Compare with Q4 2024

Holdings

Show detailed columns

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value change	SEC-reported value	SEC-reported price	Shares	Principal

Filing details and SEC source

Portfolio date: 31 Mar 2025
Reported 13F value: $1,819,501,522
Reported 13F holdings: 4,008
Largest 13F holdings: VUG VEA VTV AAPL IAU BIL BSV FBTC VOO COWZ SOVF MSFT
+8 more
AMZN VIG NVDA VWO VIGI TSLA VTI VCSH
What this filing covers: Period
Q1 2025
Calendar quarter covered by the filing.
13F holdings
4,008
Parsed equity rows, excluding option-only view rows.
Reported value
$1,819,501,522
SEC Form 13F market value, not total AUM.
Accepted by SEC
13 May 2025
EDGAR acceptance date.
How to read this filing
Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Manager signature: Glenn G. Waddell - Chief Compliance Officer
Manager location: Birmingham, AL
Accepted by SEC: 13 May 2025, 12:10:45 UTC
SEC form: 13F-HR
Prior SEC filing: Q4 2024 - 10 Feb 2025
Next SEC filing: Q2 2025 - 13 Aug 2025
Source filing: View source filing
Options holdings: Showing equity holdings. Open options holdings.

This view compares filing 2025 Q1 with 2024 Q4. Changes are calculated against the previous SEC filing.

Compare Q1 2025 to

SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
^* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Glenn G. Waddell	Chief Compliance Officer	Birmingham, Alabama	13 May 2025

Other Included Managers (2):

Num	Name	Location	File Number
1	BMSS Wesson Wealth Solutions, LLC	Birmingham, AL
2	Christy Capital Management	Macon, GA