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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) |
|---|---|---|---|---|---|
| ZIONS BANCORPORATION NATL ASSN COM | Stock | 989701107 | — | 27 shares | $1,692 |
| PROTAGONIST THERAPEUTICS INC COM | Stock | 74366E102 | — | 12 shares | $1,691 |
| UMB FINL CORP COM | Stock | 902788108 | — | 13 shares | $1,690 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 4 shares | $1,690 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 24 shares | $1,690 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 17 shares | $1,688 |
| DESIGNER BRANDS INC CL A | Stock | 250565108 | — | 279 shares | $1,688 |
| AMERICAN SUPERCONDUCTOR CORP SHS NEW | Stock | 030111207 | — | 58 shares | $1,688 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 17 shares | $1,687 |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 25400Q105 | — | 186 shares | $1,685 |
| ADIENT PLC ORD SHS | Stock | G0084W101 | — | 100 shares | $1,684 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 35 shares | $1,683 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 15 shares | $1,683 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 65 shares | $1,682 |
| BALL CORP COM | Stock | 058498106 | — | 30 shares | $1,681 |
| CAVCO INDS INC DEL COM | Stock | 149568107 | — | 3 shares | $1,681 |
| CTO RLTY GROWTH INC NEW COM | REIT | 22948Q101 | — | 82 shares | $1,680 |
| MGIC INVT CORP WIS COM | Stock | 552848103 | — | 65 shares | $1,680 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 20 shares | $1,679 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 20 shares | $1,679 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 14 shares | $1,678 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 44 shares | $1,678 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 9 shares | $1,678 |
| BEST BUY INC COM | Stock | 086516101 | — | 19 shares | $1,677 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 36 shares | $1,677 |
| TPG INC COM CL A | Stock | 872657101 | — | 38 shares | $1,677 |
| CORECIVIC INC COM | Stock | 21871N101 | — | 52 shares | $1,677 |
| TEXTRON INC COM | Stock | 883203101 | — | 22 shares | $1,676 |
| CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 153527205 | — | 50 shares | $1,676 |
| DISTRIBUTION SOLUTIONS GRP INC COM | Stock | 520776105 | — | 48 shares | $1,675 |
| BULLISH ORD SHS | Stock | G16910120 | — | 48 shares | $1,675 |
| EMERA INC COM | Stock | 290876101 | — | 35 shares | $1,674 |
| KB HOME COM | Stock | 48666K109 | — | 36 shares | $1,673 |
| OKTA INC CL A | Stock | 679295105 | — | 8 shares | $1,673 |
| STARZ ENTERTAINMENT CORP. COM | Stock | 855919106 | — | 71 shares | $1,673 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 | — | 40 shares | $1,673 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 95 shares | $1,672 |
| WOODWARD INC COM | Stock | 980745103 | — | 5 shares | $1,672 |
| TENAX THERAPEUTICS INC COM NEW | Stock | 88032L605 | — | 884 shares | $1,671 |
| BRADY CORP CL A | Stock | 104674106 | — | 20 shares | $1,670 |
| BRUNSWICK CORP COM | Stock | 117043109 | — | 26 shares | $1,670 |
| CBRE GROUP INC CL A | Stock | 12504L109 | — | 13 shares | $1,670 |
| VAALCO ENERGY INC COM NEW | Stock | 91851C201 | — | 295 shares | $1,670 |
| CBRE GROUP INC CL A | Stock | 12504L109 | — | 13 shares | $1,670 |
| ATN INTL INC COM | Stock | 00215F107 | — | 60 shares | $1,669 |
| SAIA INC COM | Stock | 78709Y105 | — | 5 shares | $1,669 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 21 shares | $1,668 |
| NIU TECHNOLOGIES ADS | ADR | 65481N100 | — | 897 shares | $1,668 |
| GLADSTONE COMMERCIAL CORP COM | REIT | 376536108 | — | 132 shares | $1,667 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 36 shares | $1,667 |
| CLEAN ENERGY FUELS CORP COM | Stock | 184499101 | — | 1,067 shares | $1,665 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 166 shares | $1,665 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 13 shares | $1,662 |
| APPLIED INDL TECHNOLOGIES INC COM | Stock | 03820C105 | — | 5 shares | $1,661 |
| GALAXY DIGITAL INC. CL A | Stock | 36317J209 | — | 73 shares | $1,660 |
| POWELL INDS INC COM | Stock | 739128106 | — | 9 shares | $1,660 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 18 shares | $1,660 |
| POWELL INDS INC COM | Stock | 739128106 | — | 9 shares | $1,660 |
| FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | ETF | 33734X200 | — | 50 shares | $1,659 |
| RED VIOLET INC COM | Stock | 75704L104 | — | 21 shares | $1,659 |
| THOR INDS INC COM | Stock | 885160101 | — | 24 shares | $1,658 |
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 12510Q100 | — | 249 shares | $1,658 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 60 shares | $1,657 |
| VERACYTE INC COM | Stock | 92337F107 | — | 36 shares | $1,657 |
| IAMGOLD CORP COM | Stock | 450913108 | — | 90 shares | $1,657 |
| AVANTOR INC COM | Stock | 05352A100 | — | 110 shares | $1,656 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 68 shares | $1,655 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 30 shares | $1,655 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 49 shares | $1,655 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 11 shares | $1,655 |
| CUBESMART COM | REIT | 229663109 | — | 44 shares | $1,654 |
| DONALDSON INC COM | Stock | 257651109 | — | 19 shares | $1,654 |
| VICI PPTYS INC COM | REIT | 925652109 | — | 72 shares | $1,654 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 76 shares | $1,654 |
| ARDENT HEALTH INC COM | Stock | 03980N107 | — | 160 shares | $1,654 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 33 shares | $1,654 |
| HINGE HEALTH INC CL A | Stock | 433313103 | — | 17 shares | $1,653 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 26 shares | $1,653 |
| EOG RES INC COM | Stock | 26875P101 | — | 12 shares | $1,653 |
| BANK OF MARIN BANCORP COM | Stock | 063425102 | — | 61 shares | $1,652 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 6 shares | $1,652 |
| KRONOS WORLDWIDE INC COM | Stock | 50105F105 | — | 216 shares | $1,652 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 14 shares | $1,652 |
| HOMEBANCORP INC COM | Stock | 43689E107 | — | 25 shares | $1,652 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 6 shares | $1,652 |
| ENERSYS COM | Stock | 29275Y102 | — | 9 shares | $1,652 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 18 shares | $1,651 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 37 shares | $1,651 |
| ELASTIC N V ORD SHS | Stock | N14506104 | — | 18 shares | $1,651 |
| CLEAR CHANNEL OUTDOOR HLDGS IN COM | Stock | 18453H106 | — | 702 shares | $1,650 |
| NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | Stock | G63755105 | — | 97 shares | $1,650 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 44952J104 | — | 128 shares | $1,650 |
| INDIVIOR PHARMACEUTICALS INC COM | Stock | 45579U109 | — | 46 shares | $1,649 |
| NAVITAS SEMICONDUCTOR CORP COM | Stock | 63942X106 | — | 142 shares | $1,649 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 28 shares | $1,648 |
| CONCENTRIX CORP COM | Stock | 20602D101 | — | 66 shares | $1,647 |
| PPL CORP COM | Stock | 69351T106 | — | 50 shares | $1,645 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 38 shares | $1,644 |
| IMAX CORP COM | Stock | 45245E109 | — | 30 shares | $1,644 |
| EMERGENT BIOSOLUTIONS INC COM | Stock | 29089Q105 | — | 249 shares | $1,643 |