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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
BMRN icon
601
BioMarin Pharmaceuticals
BMRN
$11.6B
$387K 0.02%
7,151
+235
+3% +$13.4K
ES icon
602
Eversource Energy
ES
$28.1B
$387K 0.02%
5,434
+2,069
+61% +$136K
CPRT icon
603
Copart
CPRT
$27.6B
$386K 0.02%
8,584
+2,102
+32% +$99.1K
OUNZ icon
604
VanEck Merk Gold Trust
OUNZ
$2.53B
$385K 0.02%
10,355
– –
FELG icon
605
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.4B
$383K 0.02%
9,321
+8
+0.1% +$311
SYF icon
606
Synchrony
SYF
$24.5B
$383K 0.02%
5,387
+342
+7% +$24.8K
NYT icon
607
New York Times
NYT
$11.7B
$382K 0.02%
6,651
+1,165
+21% +$66.5K
VLTO icon
608
Veralto
VLTO
$23.2B
$380K 0.02%
3,566
+1,064
+43% +$112K
TRMB icon
609
Trimble
TRMB
$13B
$377K 0.01%
4,613
+1,437
+45% +$117K
LAMR icon
610
Lamar Advertising Co
LAMR
$16.3B
$376K 0.01%
3,073
+354
+13% +$44K
PWB icon
611
Invesco Large Cap Growth ETF
PWB
$2.29B
$375K 0.01%
2,993
– –
SFM icon
612
Sprouts Farmers Market
SFM
$7.23B
$375K 0.01%
3,445
-46
-1% -$6.69K
CHT icon
613
Chunghwa Telecom
CHT
$33.4B
$374K 0.01%
8,577
-564
-6% -$25.1K
SRE icon
614
Sempra
SRE
$59.7B
$373K 0.01%
4,150
-530
-11% -$42.9K
IT icon
615
Gartner
IT
$9.87B
$372K 0.01%
1,416
+658
+87% +$192K
J icon
616
Jacobs Solutions
J
$16B
$372K 0.01%
2,483
-97
-4% -$13.9K
FICO icon
617
Fair Isaac
FICO
$29.7B
$371K 0.01%
248
-34
-12% -$51.1K
BOND icon
618
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$370K 0.01%
3,966
-6,616
-63% -$610K
HWM icon
619
Howmet Aerospace
HWM
$115B
$370K 0.01%
1,884
+69
+4% +$12.6K
EPD icon
620
Enterprise Products Partners
EPD
$82.5B
$369K 0.01%
11,813
-158
-1% -$4.99K
HCA icon
621
HCA Healthcare
HCA
$86.4B
$369K 0.01%
866
+115
+15% +$44.6K
WDAY icon
622
Workday
WDAY
$36.4B
$368K 0.01%
1,530
-404
-21% -$93.4K
VRTX icon
623
Vertex Pharmaceuticals
VRTX
$122B
$365K 0.01%
932
-14
-1% -$5.85K
FLAU icon
624
Franklin FTSE Australia ETF
FLAU
$174M
$363K 0.01%
11,300
-4,668
-29% -$148K
LII icon
625
Lennox International
LII
$19B
$363K 0.01%
686
-122
-15% -$71.3K
23 24
25
26 27

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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.