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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) |
|---|---|---|---|---|---|
| AT&T INC COM | Stock | 00206R102 | — | 5,619 shares | $137,104 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 251 shares | $137,089 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 | — | 1,221 shares | $137,052 |
| LEMAITRE VASCULAR INC COM | Stock | 525558201 | — | 1,659 shares | $137,046 |
| IMPERIAL OIL LTD COM NEW | Stock | 453038408 | — | 1,113 shares | $136,955 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | ETF | 45782C573 | — | 3,000 shares | $136,860 |
| INCYTE CORP COM | Stock | 45337C102 | — | 1,126 shares | $136,640 |
| ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | — | 3,095 shares | $136,459 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 735 shares | $136,453 |
| FASTENAL CO COM | Stock | 311900104 | — | 2,754 shares | $136,417 |
| CARNIVAL CORP LTD COMMON SHARES | Stock | G2004J103 | — | 5,547 shares | $136,123 |
| KKR & CO INC COM | Stock | 48251W104 | — | 1,490 shares | $136,037 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 2,019 shares | $135,961 |
| SK HYNIX INC AMERICAN DEPOSIT | ADR | 78392B206 | — | 738 shares | $135,903 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 34965K107 | — | 6,809 shares | $135,840 |
| FLOWSERVE CORP COM | Stock | 34354P105 | — | 1,856 shares | $135,711 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 710 shares | $135,560 |
| AVEPOINT INC COM CL A | Stock | 053604104 | — | 9,625 shares | $135,520 |
| MOSAIC CO COM | Stock | 61945C103 | — | 6,258 shares | $135,484 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 1,883 shares | $135,482 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 663 shares | $135,391 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 470 shares | $135,376 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 409 shares | $135,309 |
| APPLE INC COM | Stock | 037833100 | — | 406 shares | $135,206 |
| ORACLE CORP COM | Stock | 68389X105 | — | 984 shares | $135,103 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | L8681T102 | — | 277 shares | $135,004 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 1,750 shares | $134,873 |
| FRANKLIN FTSE INDIA ETF | ETF | 35473P769 | — | 4,027 shares | $134,864 |
| SOTERA HEALTH CO COM | Stock | 83601L102 | — | 7,292 shares | $134,829 |
| RBC BEARINGS INC COM | Stock | 75524B104 | — | 270 shares | $134,792 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 470 shares | $134,760 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 7,396 shares | $134,533 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 659 shares | $134,449 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 513 shares | $134,435 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 1,263 shares | $134,320 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 030420103 | — | 1,033 shares | $133,743 |
| WOORI FINL GROUP INC SPONSORED ADS | ADR | 981064108 | — | 1,764 shares | $133,253 |
| WALMART INC COM | Stock | 931142103 | — | 1,281 shares | $133,122 |
| MADRIGAL PHARMACEUTICALS INC COM | Stock | 558868105 | — | 264 shares | $133,045 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 3,047 shares | $133,002 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 336 shares | $132,861 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 175 shares | $132,721 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 578 shares | $132,681 |
| NEWMONT CORP COM | Stock | 651639106 | — | 1,150 shares | $132,650 |
| SAP SE SPON ADR | ADR | 803054204 | — | 636 shares | $132,593 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 146 shares | $132,518 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 14,713 shares | $132,417 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 1,230 shares | $132,385 |
| INTEL CORP COM | Stock | 458140100 | — | 1,101 shares | $132,373 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 911 shares | $132,350 |
| ROYALTY PHARMA PLC SHS CLASS A | Stock | G7709Q104 | — | 2,267 shares | $132,302 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 1,886 shares | $132,095 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 | — | 4,719 shares | $131,947 |
| F5 INC COM | Stock | 315616102 | — | 296 shares | $131,773 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 533 shares | $131,512 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 162 shares | $131,434 |
| AT&T INC COM | Stock | 00206R102 | — | 5,386 shares | $131,418 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 779 shares | $131,374 |
| LITTELFUSE INC COM | Stock | 537008104 | — | 310 shares | $131,359 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 2,974 shares | $131,134 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 271 shares | $131,023 |
| COCA COLA CO COM | Stock | 191216100 | — | 1,522 shares | $131,014 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 3,559 shares | $130,957 |
| TESLA INC COM | Stock | 88160R101 | — | 369 shares | $130,925 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 11,831 shares | $130,733 |
| VERISIGN INC COM | Stock | 92343E102 | — | 463 shares | $130,706 |
| SEMPRA COM | Stock | 816851109 | — | 1,674 shares | $130,500 |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | ETF | 25861R105 | — | 3,000 shares | $130,440 |
| VIRTUS KAR MID-CAP ETF | ETF | 92790A868 | — | 5,563 shares | $130,239 |
| AUTONATION INC COM | Stock | 05329W102 | — | 824 shares | $129,731 |
| SAP SE SPON ADR | ADR | 803054204 | — | 622 shares | $129,725 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 870 shares | $129,674 |
| VISTRA CORP COM | Stock | 92840M102 | — | 937 shares | $129,638 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 503 shares | $129,523 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 636 shares | $129,483 |
| MSCI INC COM | Stock | 55354G100 | — | 240 shares | $129,278 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 425 shares | $129,176 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 279 shares | $129,171 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 140 shares | $129,128 |
| BARRICK MNG CORP COM SHS | Stock | 06849F108 | — | 3,174 shares | $129,103 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 413 shares | $128,976 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 614 shares | $128,946 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 1,454 shares | $128,810 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 3,999 shares | $128,623 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 618 shares | $128,330 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 135 shares | $128,316 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | G50871105 | — | 554 shares | $128,262 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 502 shares | $128,166 |
| TWILIO INC CL A | Stock | 90138F102 | — | 438 shares | $128,097 |
| NISOURCE INC COM | Stock | 65473P105 | — | 3,281 shares | $127,959 |
| EOG RES INC COM | Stock | 26875P101 | — | 929 shares | $127,927 |
| GODADDY INC CL A | Stock | 380237107 | — | 1,339 shares | $127,914 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 698 shares | $127,804 |
| NASDAQ INC COM | Stock | 631103108 | — | 1,389 shares | $127,781 |
| COCA COLA CO COM | Stock | 191216100 | — | 1,484 shares | $127,753 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 3,124 shares | $127,615 |
| PG&E CORP COM | Stock | 69331C108 | — | 10,398 shares | $127,370 |
| SANDISK CORP COM | Stock | 80004C200 | — | 73 shares | $127,358 |
| NASDAQ INC COM | Stock | 631103108 | — | 1,382 shares | $127,201 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 1,026 shares | $127,152 |