Stock Ideas
Stocks
Funds
Screener
Sectors
Watchlists

Latest EverSource Wealth Advisors, LLC Stock Portfolio

$1.27Billion– No. of Holdings #2894

EverSource Wealth Advisors, LLC Performance:
2024 Q1: 1.33%YTD: 1.33%2023: 9.39%

Performance for 2024 Q1 is 1.33%, and YTD is 1.33%, and 2023 is 9.39%.

About EverSource Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, EverSource Wealth Advisors, LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2024.

The top stock holdings of EverSource Wealth Advisors, LLC are VEA, VOO, VOO. The fund has invested 3.9% of it's portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF and 3.4% of portfolio in VANGUARD GROWTH ETF.

The fund managers got completely rid off WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (JAMF), SPDR S&P 400 MID CAP GROWTH ETF (BIL) and JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND (BBAX) stocks. They significantly reduced their stock positions in AVANTIS SHORT-TERM FIXED INCOME ETF (AEMB), TWIST BIOSCIENCE CORP COM (TWST) and HUNT J B TRANS SVCS INC COM (JBHT). EverSource Wealth Advisors, LLC opened new stock positions in FIDELITY WISE ORIGIN BITCOIN FUND, DIMENSIONAL GLOBAL CREDIT ETF (DFAC) and AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (AMLX). The fund showed a lot of confidence in some stocks as they added substantially to KRANESHARES CSI CHINA INTERNET ETF (BNDD), NEXPOINT DIVERSIFIED REL ET TR COM NEW (NXDT) and MANCHESTER UTD PLC NEW ORD CL A (MANU).
EverSource Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 11 Jun, 2024

EverSource Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that EverSource Wealth Advisors, LLC made a return of 1.33% in the last quarter. In trailing 12 months, it's portfolio return was 8.29%.

New Buys

Ticker$ Bought
fidelity wise origin bitcoin fund14,426,900
dimensional global credit etf873,369
amplify cwp enhanced dividend income etf823,181
dimensional global ex us core fixed income etf791,125
ft cboe vest fund of buffer etfs770,211
vanguard russell 1000 value etf767,356
pimco multisector bond active exchange-traded fund pimco multisector bond a752,765
goldman sachs physical gold etf714,580

New stocks bought by EverSource Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares msci india etf29,028
columbia bkg sys inc com13,181
crh plc ord10,886
invesco s&p 500 quality etf5,359
carnival corp paired ctf5,317
c3 ai inc cl a4,860
schwab fundamental international large co. index etf4,042
palantir technologies inc cl a3,246

Additions to existing portfolio by EverSource Wealth Advisors, LLC

Reductions

Ticker% Reduced
avantis international equity etf-85.26
ishares core s&p total u.s. stock market etf-83.65
avantis emerging markets equity etf-74.76
pioneer nat res co com-71.18
ishares core msci total international stock etf-63.09
qualcomm inc com-51.46
ishares core msci emerging markets etf-50.22
spdr doubleline total return tactical etf-46.9

EverSource Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by EverSource Wealth Advisors, LLC

Sector Distribution

EverSource Wealth Advisors, LLC has about 61.1% of it's holdings in Others sector.

Sector%
Others61.1
Technology10.2
Consumer Cyclical6.7
Financial Services5.5
Industrials3.7
Communication Services3
Healthcare2.8
Energy2.6
Consumer Defensive1.7

Market Cap. Distribution

EverSource Wealth Advisors, LLC has about 34.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED61.1
LARGE-CAP18.1
MEGA-CAP16.1
MID-CAP3.6

Stocks belong to which Index?

About 0% of the stocks held by EverSource Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others100
Top 5 Winners (%)%
RAD
rite aid corp com
ONON
on hldg ag namen akt a
415.7 %
MMYT
makemytrip limited mauritius shs
271.4 %
SMCI
super micro computer inc com
186.0 %
OCGN
ocugen inc com
129.5 %
Top 5 Winners ($)$
NVDA
nvidia corporation com
4.9 M
PGR
progressive corp com
3.3 M
GOOG
alphabet inc cap stk cl a
2.2 M
AMAT
applied matls inc com
1.8 M
AMZN
amazon com inc com
1.7 M
Top 5 Losers (%)%
NVTA
invitae corp com
-98.4 %
FSR
fisker inc cl a com stk
-97.0 %
AMLX
amplify cwp enhanced dividend income etf
-82.0 %
AMLX
amplify transformational data sharing etf
-82.0 %
WW
ww intl inc com
-69.4 %
Top 5 Losers ($)$
AAPL
apple inc com
-4.0 M
AMLX
amplify cwp enhanced dividend income etf
-3.8 M
TSLA
tesla inc com
-1.8 M
AGG
ishares core s&p mid-cap etf
-1.2 M
PPG
ppg inds inc com
-0.9 M

EverSource Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of EverSource Wealth Advisors, LLC

EverSource Wealth Advisors, LLC has 2894 stocks in it's portfolio. About 24.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for EverSource Wealth Advisors, LLC last quarter.

Last Reported on: 11 Jun, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions