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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
+8.52%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.53B
AUM Growth
+$313M
Cap. Flow
+$148M
Cap. Flow %
5.84%
Top 10 Hldgs %
19.9%
Holding
4,514
New
265
Increased
1,954
Reduced
1,603
Closed
193

Top Buys

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$28.3M
2
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$6.27M
3
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$6.21M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.09M
5
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$5.91M

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$6.83M
2
SOVF icon
Sovereign's Capital Flourish Fund
SOVF
+$3.31M
3
BRDG
Bridge Investment Group
BRDG
+$2.99M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.25M
5
PLTR icon
Palantir
PLTR
+$2.09M

Sector Composition

Rank Sector Weight
1 Technology 12.84%
2 Financials 7.69%
3 Consumer Discretionary 5.5%
4 Industrials 3.53%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYFT icon
426
Lyft
LYFT
$5.71B
$618K 0.02%
28,056
+1,991
+8% +$33.3K
MMM icon
427
3M
MMM
$91.4B
$616K 0.02%
3,973
+99
+3% +$15.3K
COIN icon
428
Coinbase
COIN
$42.8B
$613K 0.02%
1,818
+57
+3% +$19.3K
MOS icon
429
The Mosaic Company
MOS
$7.04B
$612K 0.02%
17,635
+6,701
+61% +$231K
BAUG icon
430
Innovator US Equity Buffer ETF August
BAUG
$198M
$608K 0.02%
12,407
– –
CL icon
431
Colgate-Palmolive
CL
$73.8B
$607K 0.02%
7,596
+1,519
+25% +$130K
SQQQ icon
432
ProShares UltraPro Short QQQ
SQQQ
$2.14B
$602K 0.02%
7,912
+4,612
+140% +$409K
KB icon
433
KB Financial Group
KB
$41.3B
$601K 0.02%
7,248
+556
+8% +$45.6K
EFG icon
434
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$598K 0.02%
5,254
-3,751
-42% -$418K
LHX icon
435
L3Harris
LHX
$56.7B
$596K 0.02%
1,951
-220
-10% -$60.1K
KMI icon
436
Kinder Morgan
KMI
$70.8B
$595K 0.02%
21,018
+7,499
+55% +$205K
FVD icon
437
First Trust Value Line Dividend Fund
FVD
$8.34B
$593K 0.02%
12,826
+1,566
+14% +$71.7K
EHC icon
438
Encompass Health
EHC
$11.4B
$593K 0.02%
4,667
+213
+5% +$25.4K
SYK icon
439
Stryker
SYK
$129B
$591K 0.02%
1,599
-1
-0.1% -$386
MNST icon
440
Monster Beverage
MNST
$93.2B
$587K 0.02%
8,728
-2,208
-20% -$138K
DFAW icon
441
Dimensional World Equity ETF
DFAW
$1.55B
$587K 0.02%
8,169
+70
+0.9% +$4.87K
ITA icon
442
iShares US Aerospace & Defense ETF
ITA
$14.3B
$586K 0.02%
2,800
+484
+21% +$95.3K
PLD icon
443
Prologis
PLD
$137B
$585K 0.02%
5,107
+1,550
+44% +$170K
REGN icon
444
Regeneron Pharmaceuticals
REGN
$70.8B
$583K 0.02%
1,037
+616
+146% +$348K
ALL icon
445
Allstate
ALL
$67.4B
$581K 0.02%
2,706
-136
-5% -$27.4K
EIX icon
446
Edison International
EIX
$30.3B
$579K 0.02%
10,475
+3,147
+43% +$170K
EVR icon
447
Evercore
EVR
$13B
$579K 0.02%
1,716
+233
+16% +$73K
PTLC icon
448
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
$578K 0.02%
10,551
– –
IQV icon
449
IQVIA
IQV
$35.4B
$578K 0.02%
3,041
+134
+5% +$24.4K
TM icon
450
Toyota
TM
$215B
$577K 0.02%
3,021
+280
+10% +$52.8K
16 17
18
19 20

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SSM
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PHAM
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ATC
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SGI
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EverSource Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, EverSource Wealth Advisors held 4,514 positions worth $2.53B, up 14% from $2.21B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

EverSource Wealth Advisors deployed $148M of net new capital in Q3 2025, opening 265 new positions and adding to 1,954 existing holdings. Its largest new stake was PGIM Short Duration High Yield ETF: 116,681 shares worth $5.93M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Graphic Packaging, an estimated $6.83M trimmed.

  • EverSource Wealth Advisors's largest Q3 2025 buy was PGIM Short Duration High Yield ETF: 116,681 shares worth $5.93M.
  • EverSource Wealth Advisors added most to Apollo Global Management in Q3 2025, an estimated $28.3M increase.
  • EverSource Wealth Advisors's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $6.83M.
  • EverSource Wealth Advisors fully exited Bridge Investment Group in Q3 2025, selling an estimated $2.99M.
  • EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.53B portfolio in Q3 2025.
  • EverSource Wealth Advisors opened 265 new positions and closed 193 in Q3 2025.
  • EverSource Wealth Advisors's portfolio value rose 14% quarter-over-quarter to $2.53B.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.