EverSource Wealth Advisors, LLC
•CIK: 1710537•Filing: Q4 2025
**EverSource Wealth Advisors, LLC** manages $2.7B across a diversified portfolio of 4,266 positions. The strategy exhibits significant allocation to large-cap growth and value sectors, highlighted by top holdings including VUG ($94.1M) and VTV ($67.1M). Notable concentration areas include international exposure via VEA ($65.6M) and fixed income through BIL ($51.0M). The portfolio maintains substantial direct equity exposure, notably in AAPL ($49.8M) and NVDA ($44.8M).
Total AUM
$2.7B
+ $5.3M in options
QoQ Performance
+6.7%
Positions
4,260
+ 6 options
Top 10 Concentration
26.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG3.5%
VTV2.5%
VEA2.4%
IAU*2.2%
BIL1.9%
AAPL1.8%
PRXG1.8%
NVDA1.7%
📈 Biggest Buys
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+53.5%
1.9% of portfolio
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+106.4%
1.2% of portfolio
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
+30.2%
1.8% of portfolio
APO
APOLLO GLOBAL MGMT INC COM
+33.5%
1.4% of portfolio
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+11079.4%
0.3% of portfolio
📉 Biggest Sells
Sector Breakdown
Other76.8%
Technology11.1%
Consumer4.4%
ETF2.5%
Financial1.8%
Healthcare1.1%
Materials0.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+4118 more exited positions
Changes from Q3 2025
NEW2 new positions
↑136 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022