| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 5.3% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 8 | Q3 2023 | 5.1% |
| APPLE INC COM | 8 | Q3 2023 | 3.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 8 | Q3 2023 | 4.4% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 8 | Q3 2023 | 3.5% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 3.9% |
| VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 3.5% |
| I3 VERTICALS INC COM CL A | 8 | Q3 2023 | 3.7% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 2.8% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 2.2% |
View EverSource Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-25 |
| 13F-HR/A | 2022-02-17 |
| 13F-HR | 2022-02-07 |
View EverSource Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.