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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) |
|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 815 shares | $95,958 |
| WW GRAINGER INC COM | Stock | 384802104 | — | 77 shares | $95,953 |
| VISA INC COM CL A | Stock | 92826C839 | — | 267 shares | $95,941 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 211 shares | $95,891 |
| DOLLAR TREE INC COM | Stock | 256746108 | — | 840 shares | $95,777 |
| KROGER CO COM | Stock | 501044101 | — | 1,633 shares | $95,742 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 1,196 shares | $95,737 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 242 shares | $95,692 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 3,943 shares | $95,618 |
| INVESCO S&P 500 LOW VOLATILITY ETF | ETF | 46138E354 | — | 1,356 shares | $95,612 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 290 shares | $95,602 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 1,023 shares | $95,571 |
| INVESCO VARIABLE RATE INVESTMENT GRADE ETF | ETF | 46090A879 | — | 3,817 shares | $95,520 |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | ADR | 82706C108 | — | 341 shares | $95,480 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 9,761 shares | $95,463 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | — | 1,096 shares | $95,363 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 5,252 shares | $95,324 |
| ROLLINS INC COM | Stock | 775711104 | — | 3,164 shares | $95,309 |
| FASTENAL CO COM | Stock | 311900104 | — | 1,924 shares | $95,296 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 1,009 shares | $95,018 |
| MASCO CORP COM | Stock | 574599106 | — | 1,408 shares | $94,899 |
| NASDAQ INC COM | Stock | 631103108 | — | 1,031 shares | $94,862 |
| NEWMONT CORP COM | Stock | 651639106 | — | 822 shares | $94,809 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 267 shares | $94,790 |
| MOHR SECTOR NAV ETF | ETF | 19423L524 | — | 2,443 shares | $94,774 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 | — | 490 shares | $94,693 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 451 shares | $94,688 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 240 shares | $94,673 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 464287887 | — | 590 shares | $94,595 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 357 shares | $94,512 |
| VANGUARD MATERIALS ETF | ETF | 92204A801 | — | 433 shares | $94,468 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 337 shares | $94,390 |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | ETF | 52468L505 | — | 2,263 shares | $94,375 |
| NETAPP INC COM | Stock | 64110D104 | — | 449 shares | $94,338 |
| MUELLER WTR PRODS INC COM SER A | Stock | 624758108 | — | 4,440 shares | $94,315 |
| ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | CEF | 00302L207 | — | 9,094 shares | $94,303 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 1,103 shares | $94,237 |
| PUTNAM BDC INCOME ETF | ETF | 746729508 | — | 3,500 shares | $94,220 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 52 shares | $94,207 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 237 shares | $94,162 |
| KLA CORP COM NEW | Stock | 482480100 | — | 483 shares | $94,151 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 648 shares | $94,141 |
| VANECK AGRIBUSINESS ETF | ETF | 92189F700 | — | 1,155 shares | $94,070 |
| M & T BK CORP COM | Stock | 55261F104 | — | 432 shares | $94,059 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 506 shares | $93,939 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 795 shares | $93,834 |
| DNP SELECT INCOME FD INC COM | CEF | 23325P104 | — | 9,795 shares | $93,738 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 1,199 shares | $93,690 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 1,955 shares | $93,684 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | ETF | 45782C540 | — | 1,985 shares | $93,515 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 580 shares | $93,480 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 353 shares | $93,457 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 1,232 shares | $93,383 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 | — | 926 shares | $93,322 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 3,962 shares | $93,226 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 404 shares | $93,017 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 234 shares | $92,971 |
| WEBULL CORP ORD SHS | Stock | G9572D103 | — | 13,330 shares | $92,910 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 2,159 shares | $92,880 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 500 shares | $92,825 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 5,102 shares | $92,805 |
| VANGUARD ENERGY ETF | ETF | 92204A306 | — | 539 shares | $92,794 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 103 shares | $92,737 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 781 shares | $92,658 |
| MSCI INC COM | Stock | 55354G100 | — | 172 shares | $92,650 |
| INVESCO RAFI EMERGING MARKETS ETF | ETF | 46138E727 | — | 3,187 shares | $92,646 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 447 shares | $92,507 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 349 shares | $92,453 |
| CEREBRAS SYSTEMS INC COM CL A | Stock | 15675D103 | — | 520 shares | $92,378 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 401 shares | $92,326 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 207 shares | $92,316 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 619 shares | $92,216 |
| MANPOWERGROUP INC WIS COM | Stock | 56418H100 | — | 1,658 shares | $92,152 |
| TENABLE HLDGS INC COM | Stock | 88025T102 | — | 2,529 shares | $92,030 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 108 shares | $91,878 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 756 shares | $91,846 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 3,988 shares | $91,804 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 781 shares | $91,791 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 997 shares | $91,724 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | ADR | 03524A108 | — | 1,247 shares | $91,587 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 236 shares | $91,554 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 1,174 shares | $91,537 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 | — | 1,317 shares | $91,426 |
| CRH PLC ORD | Stock | G25508105 | — | 1,104 shares | $91,411 |
| STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | ETF | 78463X749 | — | 1,970 shares | $91,408 |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | ETF | 45782C276 | — | 1,162 shares | $91,368 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 525 shares | $91,266 |
| MURPHY USA INC COM | Stock | 626755102 | — | 181 shares | $91,229 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 1,116 shares | $91,163 |
| ECOLAB INC COM | Stock | 278865100 | — | 331 shares | $90,974 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 291 shares | $90,876 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 430 shares | $90,829 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 628 shares | $90,828 |
| KIMBELL RTY PARTNERS LP UNIT | Stock | 49435R102 | — | 6,360 shares | $90,816 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | — | 770 shares | $90,683 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 247 shares | $90,669 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 211 shares | $90,669 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 5,315 shares | $90,514 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 317 shares | $90,488 |
| CORNING INC COM | Stock | 219350105 | — | 588 shares | $90,411 |