EverSource Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$2.21B
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 4240 stock holdings with total value $2.21B as of Q2 2025. Top holdings included VUG, VEA, VTV, IAU, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 4,240 $2.21B +$353M -$114M +$239M VUG, VEA, VTV, IAU, NVDA 13F-HR 8/13/2025, 02:57 PM
Q1 2025 4,008 $1.82B +$220M -$140M +$80.9M VUG, VEA, VTV, AAPL, IAU 13F-HR 5/13/2025, 12:10 PM
Q4 2024 3,750 $1.78B +$232M -$54.6M +$177M VUG, VEA, VTV, AAPL, IAU 13F-HR 2/7/2025, 05:35 PM
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 +$179M -$36.5M +$142M VEA, VUG, VTV, AAPL, IAU 13F-HR 8/13/2024, 11:50 AM
Q1 2024 2,716 $1.27B +$208M -$59.2M +$149M VEA, VUG, VTV, AAPL, BIL Restatement 6/11/2024, 10:33 AM
Q4 2023 2,625 $1.09B +$119M -$62.3M +$56.3M VEA, VUG, VTV, AAPL, IAU 13F-HR 2/9/2024, 12:26 PM
Q3 2023 2,702 $942M +$89.6M -$28.5M +$61.1M VEA, VUG, AAPL, VTV, VCSH 13F-HR 11/3/2023, 02:57 PM
Q2 2023 2,481 $907M +$113M -$34.6M +$77.9M VEA, AAPL, VUG, VTV, VCSH 13F-HR 8/4/2023, 11:06 AM
Q1 2023 2,370 $803M +$144M -$29M +$115M VEA, AAPL, VUG, VTV, VCSH 13F-HR 5/11/2023, 11:23 AM
Q4 2022 2,295 $660M +$234M -$37.3M +$197M VEA, VCSH, VTV, VIG, VUG 13F-HR 2/9/2023, 10:36 AM
Q3 2022 1,696 $425M +$100M -$20.8M +$79.5M VCSH, VEA, AAPL, VTI, VOO 13F-HR 11/7/2022, 07:55 AM
Q2 2022 1,488 $374M +$65.6M -$16.8M +$48.9M VCSH, VEA, IIIV, VTI, VOO 13F-HR 8/1/2022, 04:23 PM
Q1 2022 1,542 $366M +$70.7M -$16.4M +$54.3M VOO, VTI, IIIV, VCSH, AAPL 13F-HR 5/25/2022, 01:29 PM
Q4 2021 1,617 $346M VEA, VCSH, VTI, VOO, VIG Restatement 2/17/2022, 03:03 PM