HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
678,112 | +49,877 | $30,630 |
| VEA | 678,112 | +49,877 | $30,630 |
| APPLE INC COM |
136,612 | +19,700 | $22,527 |
| AAPL | 136,612 | +19,700 | $22,527 |
| VANGUARD GROWTH ETF (VUG) |
89,474 | +8,099 | $22,319 |
| VUG | 89,474 | +8,099 | $22,319 |
| VANGUARD VALUE ETF (VTV) |
144,741 | +14,579 | $19,990 |
| VTV | 144,741 | +14,579 | $19,990 |
| VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
253,276 | +9,183 | $19,307 |
| VCSH | 253,276 | +9,183 | $19,307 |
| VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
122,907 | +4,526 | $18,929 |
| VIG | 122,907 | +4,526 | $18,929 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI) |
74,079 | +320 | $15,120 |
| VTI | 74,079 | +320 | $15,120 |
| SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL) |
158,046 | +150,215 | $14,512 |
| BIL | 158,046 | +150,215 | $14,512 |
| VANGUARD S&P 500 ETF (VOO) |
36,570 | +1,283 | $13,753 |
| VOO | 36,570 | +1,283 | $13,753 |
| VANGUARD HEALTH CARE ETF (VHT) |
57,558 | +6,895 | $13,725 |
| VHT | 57,558 | +6,895 | $13,725 |
| iShares Gold Trust ETF (IAU) |
318,711 | +44,693 | $11,910 |
| IAU | 318,711 | +44,693 | $11,910 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) |
411,818 | +36,076 | $10,493 |
| DFAC | 411,818 | +36,076 | $10,493 |
| MICROSOFT CORP COM |
35,052 | +2,100 | $10,105 |
| MSFT | 35,052 | +2,100 | $10,105 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
239,976 | +23,057 | $9,695 |
| VWO | 239,976 | +23,057 | $9,695 |
| PROGRESSIVE CORP COM |
67,293 | +4,345 | $9,627 |
| PGR | 67,293 | +4,345 | $9,627 |
| EA BRIDGEWAY OMNI SMALL CAP VALUE ETF (BSVO) |
494,046 | +494,046 | $8,664 |
| BSVO | 494,046 | +494,046 | $8,664 |
| VANGUARD SMALL CAP ETF (VB) |
44,371 | +2,678 | $8,411 |
| VB | 44,371 | +2,678 | $8,411 |
| VANGUARD SHORT TERM BOND ETF (BSV) |
104,153 | +13,484 | $7,967 |
| BSV | 104,153 | +13,484 | $7,967 |
| ALPHABET INC CAP STK CL A |
75,630 | +8,024 | $7,845 |
| GOOGL | 75,630 | +8,024 | $7,845 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
159,456 | +31,985 | $7,801 |
| BNDX | 159,456 | +31,985 | $7,801 |
| ISHARES MSCI EAFE ETF (EFA) |
106,478 | +80,464 | $7,615 |
| EFA | 106,478 | +80,464 | $7,615 |
| SPDR Gold Shares ETF (GLD) |
40,924 | +38,336 | $7,498 |
| GLD | 40,924 | +38,336 | $7,498 |
| VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) |
159,760 | +16,774 | $7,437 |
| VMBS | 159,760 | +16,774 | $7,437 |
| DOLLAR GEN CORP NEW COM |
35,092 | +5,945 | $7,385 |
| DG | 35,092 | +5,945 | $7,385 |
| I3 VERTICALS INC COM CL A |
298,235 | -198,040 | $7,316 |
| IIIV | 298,235 | -198,040 | $7,316 |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF (GSIE) |
236,369 | +12,685 | $7,283 |
| GSIE | 236,369 | +12,685 | $7,283 |
| AUTOZONE INC COM |
2,668 | +230 | $6,558 |
| AZO | 2,668 | +230 | $6,558 |
| CHEVRON CORP NEW COM |
38,545 | +1,391 | $6,289 |
| CVX | 38,545 | +1,391 | $6,289 |
| GRAPHIC PACKAGING HLDG CO COM |
243,017 | +52,415 | $6,195 |
| GPK | 243,017 | +52,415 | $6,195 |
| Energy Select Sector SPDR ETF (XLE) |
72,730 | +57,577 | $6,024 |
| XLE | 72,730 | +57,577 | $6,024 |
| ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) |
69,543 | +69,543 | $5,714 |
| SHY | 69,543 | +69,543 | $5,714 |
| PIONEER NAT RES CO COM |
27,642 | +6,709 | $5,646 |
| PXD | 27,642 | +6,709 | $5,646 |
 KKR & CO INC COM |
$5,335 | ||
| KKR | 101,558 | +990 | $5,334 |
| KKR.PRC | 8 | UNCH | $1 |
| AMGEN INC COM |
21,970 | +1,222 | $5,311 |
| AMGN | 21,970 | +1,222 | $5,311 |
| HUNT J B TRANS SVCS INC COM |
30,113 | +9,797 | $5,284 |
| JBHT | 30,113 | +9,797 | $5,284 |
| AMAZON COM INC COM |
50,577 | +10,782 | $5,224 |
| AMZN | 50,577 | +10,782 | $5,224 |
| HOME DEPOT INC COM |
17,512 | +250 | $5,168 |
| HD | 17,512 | +250 | $5,168 |
| APPLIED MATLS INC COM |
37,752 | +276 | $4,637 |
| AMAT | 37,752 | +276 | $4,637 |
| BLACKSTONE INC COM |
52,537 | +2,709 | $4,615 |
| BX | 52,537 | +2,709 | $4,615 |
| BROADCOM INC COM |
6,997 | +265 | $4,489 |
| AVGO | 6,997 | +265 | $4,489 |
| LKQ CORP COM |
78,489 | +11,770 | $4,455 |
| LKQ | 78,489 | +11,770 | $4,455 |
| ALPHABET INC CAP STK CL C |
42,236 | +3,737 | $4,393 |
| GOOG | 42,236 | +3,737 | $4,393 |
| D R HORTON INC COM |
44,257 | +3,606 | $4,323 |
| DHI | 44,257 | +3,606 | $4,323 |
| ISHARES TIPS BOND ETF (TIP) |
38,612 | +37,647 | $4,257 |
| TIP | 38,612 | +37,647 | $4,257 |
| BERRY GLOBAL GROUP INC COM |
72,200 | +12,367 | $4,253 |
| BERY | 72,200 | +12,367 | $4,253 |
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) |
126,805 | -5,370 | $4,245 |
| DFUV | 126,805 | -5,370 | $4,245 |
| PIMCO INCOME STRATEGY FD II COM |
579,511 | +579,511 | $4,155 |
| PFN | 579,511 | +579,511 | $4,155 |
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
56,249 | +3,893 | $4,115 |
| SCHD | 56,249 | +3,893 | $4,115 |
| AMERICAN HOMES 4 RENT CL A |
130,329 | +53,659 | $4,099 |
| AMH | 130,329 | +53,659 | $4,099 |
| DIMENSIONAL U.S. EQUITY ETF (DFUS) |
91,421 | UNCH | $4,062 |
| DFUS | 91,421 | UNCH | $4,062 |
See Full List: All Stocks Held By EverSource Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By EverSource Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2023: $803,357 At 12/31/2022: $660,416 Combined Holding Report Includes:
EverSource Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EverSource Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
