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EverSource Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,107,798,681
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MORNINGSTAR GROWTH ETF · ETF · 922908736 · shares: $117,605,306
- VANGUARD MORNINGSTAR VALUE ETF · ETF · 922908744 · shares: $81,623,209
- VANGUARD FTSE DEVELOPED MARKETS ETF · ETF · 921943858 · shares: $70,284,912
- APPLE INC COM · Stock · 037833100 · shares: $67,842,346
- PRAXIS IMPACT LARGE CAP GROWTH ETF · ETF · 74006E736 · shares: $62,936,235
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $58,051,311
- PRAXIS IMPACT LARGE CAP VALUE ETF · ETF · 74006E744 · shares: $50,237,595
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF · ETF · 78468R663 · shares: $42,340,212
- MICROSOFT CORP COM · Stock · 594918104 · shares: $40,946,692
- iShares Gold Trust ETF · ETF · 464285204 · shares: $39,607,868
Reported holdings
19,881 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 4,289 shares | $274,019 |
| CENCORA INC COM | Stock | 03073E105 | — | 912 shares | $273,937 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 425 shares | $273,067 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 997 shares | $273,028 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 1,337 shares | $272,775 |
| VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | ETF | 922907738 | — | 2,860 shares | $272,725 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 235 shares | $271,914 |
| EVENTIDE SMALL CAP ETF | ETF | 86280R134 | — | 9,471 shares | $271,221 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 1,734 shares | $271,094 |
| PG&E CORP COM | Stock | 69331C108 | — | 22,089 shares | $270,590 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 373 shares | $270,492 |
| GARTNER INC COM | Stock | 366651107 | — | 1,450 shares | $270,483 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | — | 3,903 shares | $270,322 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 1,859 shares | $270,131 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 442 shares | $270,117 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 1,551 shares | $269,664 |
| ADOBE INC COM | Stock | 00724F101 | — | 1,123 shares | $269,453 |
| TERADYNE INC COM | Stock | 880770102 | — | 672 shares | $269,274 |
| ADVISORSHARES STAR GLOBAL BUY-WRITE ETF | ETF | 00768Y768 | — | 5,134 shares | $269,037 |
| LINDE PLC SHS | Stock | G54950103 | — | 565 shares | $268,177 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 1,887 shares | $267,652 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 1,208 shares | $267,561 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 615 shares | $267,488 |
| UNITED RENTALS INC COM | Stock | 911363109 | — | 267 shares | $267,010 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 673 shares | $266,931 |
| CARRIER GLOBAL CORPORATION COM | Stock | 14448C104 | — | 4,858 shares | $266,510 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 5,255 shares | $265,798 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 11,870 shares | $265,769 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | — | 1,139 shares | $265,740 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 1,301 shares | $265,677 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 2,140 shares | $265,210 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 277 shares | $264,948 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | ETF | 922908611 | — | 1,146 shares | $264,760 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 1,773 shares | $264,266 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 1,314 shares | $263,849 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 2,223 shares | $263,680 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 917 shares | $263,032 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 1,153 shares | $262,938 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 534 shares | $262,798 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | 46435G516 | — | 2,547 shares | $262,475 |
| ELDORADO GOLD CORP NEW COM | Stock | 284902509 | — | 6,815 shares | $262,329 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 464287481 | — | 1,905 shares | $262,301 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 1,021 shares | $262,142 |
| NORTHERN TR CORP COM | Stock | 665859104 | — | 1,542 shares | $261,153 |
| MONDELEZ INTL INC CL A | Stock | 609207105 | — | 4,516 shares | $261,102 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 1,132 shares | $260,654 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 1,600 shares | $260,417 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 2,664 shares | $260,417 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 1,320 shares | $259,499 |
| CLEAR SECURE INC COM CL A | Stock | 18467V109 | — | 6,180 shares | $259,258 |
| MSCI INC COM | Stock | 55354G100 | — | 481 shares | $259,095 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 813 shares | $258,632 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 143 shares | $258,306 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 1,160 shares | $258,214 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 975 shares | $258,095 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 1,390 shares | $258,054 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 985 shares | $257,666 |
| ARAMARK COM | Stock | 03852U106 | — | 4,810 shares | $257,576 |
| ATI INC COM | Stock | 01741R102 | — | 1,358 shares | $257,205 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 1,984 shares | $256,908 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 1,576 shares | $256,494 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 779 shares | $255,909 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 2,302 shares | $255,407 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 169 shares | $255,351 |
| Sovereigns Capital Flourish Fund | ETF | 210322202 | — | 8,580 shares | $255,183 |
| SYSCO CORP COM | Stock | 871829107 | — | 3,273 shares | $255,163 |
| AZZ INC COM | Stock | 002474104 | — | 1,892 shares | $254,238 |
| ASTRAZENECA PLC ORD | ADR | G0593M107 | — | 1,573 shares | $253,997 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | ETF | 381430503 | — | 1,750 shares | $253,820 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 140 shares | $253,634 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 140 shares | $253,634 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 3,187 shares | $252,972 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 470 shares | $252,837 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 4,644 shares | $252,773 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 274 shares | $252,721 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 2,347 shares | $252,608 |
| SCHWAB ULTRA-SHORT INCOME ETF | ETF | 808524623 | — | 10,060 shares | $252,607 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 952 shares | $252,121 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 2,776 shares | $251,978 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | — | 2,492 shares | $251,938 |
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | ETF | 69374H436 | — | 5,500 shares | $251,889 |
| CRH PLC ORD | Stock | G25508105 | — | 3,042 shares | $251,878 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 1,097 shares | $251,801 |
| APPLIED INDL TECHNOLOGIES INC COM | Stock | 03820C105 | — | 757 shares | $251,544 |
| NEOS S&P 500 HIGH INCOME ETF | ETF | 78433H303 | — | 4,729 shares | $251,441 |
| MOODYS CORP COM | Stock | 615369105 | — | 553 shares | $251,134 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 461 shares | $250,701 |
| INVESCO SENIOR LOAN ETF | ETF | 46138G508 | — | 12,250 shares | $250,268 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 78468R408 | — | 10,309 shares | $249,998 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 1,509 shares | $249,966 |
| AMGEN INC COM | Stock | 031162100 | — | 593 shares | $249,892 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 261 shares | $249,365 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 1,243 shares | $246,984 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 1,860 shares | $246,043 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | — | 2,051 shares | $245,771 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 258 shares | $245,226 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 1,695 shares | $245,182 |
| EVENTIDE LARGE CAP VALUE ETF | ETF | 86280R126 | — | 8,839 shares | $245,119 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 712 shares | $244,985 |
| VANECK MORNINGSTAR INTERNATIONAL MOAT ETF | ETF | 92189F593 | — | 7,069 shares | $244,532 |