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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) |
|---|---|---|---|---|---|
| iShares Gold Trust ETF | ETF | 464285204 | — | 1,913 shares | $149,405 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 184 shares | $149,185 |
| ARAMARK COM | Stock | 03852U106 | — | 2,784 shares | $149,061 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 564 shares | $149,014 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 718 shares | $148,802 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 644 shares | $148,725 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 1,998 shares | $148,671 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 575 shares | $148,492 |
| FS KKR CAP CORP COM | CEF | 302635206 | — | 13,511 shares | $148,486 |
| ROBERT HALF INC. COM | Stock | 770323103 | — | 4,038 shares | $148,397 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 3,943 shares | $148,336 |
| ISHARES RUSSELL TOP 200 VALUE ETF | ETF | 464289420 | — | 1,351 shares | $147,975 |
| CHIME FINL INC COM SHS CL A | Stock | 16935C109 | — | 5,550 shares | $147,852 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 1,117 shares | $147,790 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 1,731 shares | $147,689 |
| CSX CORP COM | Stock | 126408103 | — | 3,169 shares | $147,411 |
| EQUIFAX INC COM | Stock | 294429105 | — | 1,073 shares | $147,259 |
| RANGE NUCLEAR RENAISSANCE INDEX ETF | ETF | 301505475 | — | 2,434 shares | $146,600 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 2,642 shares | $146,472 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 399 shares | $146,465 |
| EOG RES INC COM | Stock | 26875P101 | — | 1,063 shares | $146,418 |
| SSR MINING IN COM | Stock | 784730103 | — | 4,393 shares | $146,375 |
| SCHWAB US AGGREGATE BOND ETF | ETF | 808524839 | — | 6,623 shares | $146,368 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 567 shares | $146,320 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 286 shares | $146,296 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | — | 590 shares | $146,279 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 2,545 shares | $146,261 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 2,404 shares | $145,995 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 1,552 shares | $145,848 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 4,363 shares | $145,681 |
| PEPSICO INC COM | Stock | 713448108 | — | 1,149 shares | $145,601 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 1,920 shares | $145,439 |
| MKS INC. COM | Stock | 55306N104 | — | 548 shares | $145,417 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 1,308 shares | $145,057 |
| INVESCO SR INCOME TR COM | CEF | 46131H107 | — | 50,046 shares | $144,633 |
| ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | ETF | 09290C608 | — | 2,491 shares | $144,398 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 1,320 shares | $144,382 |
| COMMVAULT SYS INC COM | Stock | 204166102 | — | 963 shares | $144,373 |
| CUBESMART COM | REIT | 229663109 | — | 3,841 shares | $144,345 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 3,459 shares | $144,206 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 1,152 shares | $144,173 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 1,681 shares | $144,045 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 4,053 shares | $143,882 |
| AMGEN INC COM | Stock | 031162100 | — | 341 shares | $143,735 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 1,106 shares | $143,602 |
| DARLING INGREDIENTS INC COM | Stock | 237266101 | — | 2,365 shares | $143,579 |
| WAYSTAR HLDG CORP COM | Stock | 946784105 | — | 5,666 shares | $143,576 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 504 shares | $143,394 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 159 shares | $143,157 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 79 shares | $143,122 |
| BANK NOVA SCOTIA B C COM | Stock | 064149107 | — | 1,573 shares | $142,891 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 1,502 shares | $142,765 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 320 shares | $142,710 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 928 shares | $142,699 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 3,081 shares | $142,681 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 739 shares | $142,656 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 295 shares | $142,599 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 1,526 shares | $142,564 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 624 shares | $142,509 |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | ADR | 17133Q502 | — | 3,132 shares | $142,443 |
| US BANCORP COM NEW | Stock | 902973304 | — | 2,463 shares | $142,263 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 6,036 shares | $142,027 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 166 shares | $141,732 |
| SEMPRA COM | Stock | 816851109 | — | 1,812 shares | $141,261 |
| INVESCO AEROSPACE & DEFENSE ETF | ETF | 46137V100 | — | 913 shares | $141,108 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 155 shares | $141,103 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 1,762 shares | $141,048 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 10,184 shares | $140,845 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 1,149 shares | $140,592 |
| Utilities Select Sector SPDR ETF | ETF | 81369Y886 | — | 3,563 shares | $140,525 |
| AMETEK INC COM | Stock | 031100100 | — | 567 shares | $140,424 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | — | 1,652 shares | $140,354 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 545 shares | $140,218 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | ETF | 921910816 | — | 1,513 shares | $140,179 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 664 shares | $140,177 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 3,041 shares | $140,021 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 2,011 shares | $139,925 |
| INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 459506101 | — | 1,676 shares | $139,912 |
| RUBRIK INC. CL A | Stock | 781154109 | — | 1,221 shares | $139,768 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 818 shares | $139,675 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 1,110 shares | $139,571 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 533 shares | $139,427 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 5,054 shares | $139,197 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 2,000 shares | $139,160 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 3,062 shares | $139,076 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 5,905 shares | $138,934 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 516 shares | $138,727 |
| MATADOR RES CO COM | Stock | 576485205 | — | 2,683 shares | $138,386 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 152 shares | $138,372 |
| T. ROWE PRICE FLOATING RATE ETF | ETF | 87283Q883 | — | 2,739 shares | $138,320 |
| UDR INC COM | REIT | 902653104 | — | 4,122 shares | $138,293 |
| EXPEDIA GROUP INC COM NEW | Stock | 30212P303 | — | 525 shares | $138,264 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 226 shares | $138,258 |
| EVENTIDE SMALL CAP ETF | ETF | 86280R134 | — | 4,824 shares | $138,158 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 5,685 shares | $137,975 |
| ISHARES GLOBAL REIT ETF | ETF | 46434V647 | — | 5,343 shares | $137,735 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 303 shares | $137,701 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 1,206 shares | $137,653 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 3,605 shares | $137,567 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 1,681 shares | $137,287 |