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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) |
|---|---|---|---|---|---|
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 454 shares | $76,204 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 1,645 shares | $76,180 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 46 shares | $76,088 |
| iShares Gold Trust ETF | ETF | 464285204 | — | 974 shares | $76,069 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 44 shares | $76,055 |
| QUALCOMM INC COM | Stock | 747525103 | — | 413 shares | $76,009 |
| MOLSON COORS BEVERAGE CO CL B | Stock | 60871R209 | — | 2,084 shares | $76,003 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 100 shares | $75,827 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 645 shares | $75,800 |
| UPWORK INC COM | Stock | 91688F104 | — | 9,279 shares | $75,717 |
| RIVERNORTH MANAGED DUR MUN INM COM | CEF | 76882H105 | — | 6,035 shares | $75,683 |
| GLOBAL X SILVER MINERS ETF | ETF | 37954Y848 | — | 879 shares | $75,606 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 2,709 shares | $75,500 |
| POLARIS INC COM | Stock | 731068102 | — | 1,447 shares | $75,461 |
| NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF | ETF | 78433H485 | — | 1,501 shares | $75,353 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 3,074 shares | $75,282 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 400 shares | $75,232 |
| NETAPP INC COM | Stock | 64110D104 | — | 358 shares | $75,209 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | — | 747 shares | $75,208 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 284 shares | $75,189 |
| UNION PAC CORP COM | Stock | 907818108 | — | 276 shares | $75,108 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 974 shares | $75,085 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 399 shares | $75,044 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | — | 637 shares | $75,019 |
| BAXTER INTL INC COM | Stock | 071813109 | — | 3,123 shares | $74,952 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 111 shares | $74,931 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 794 shares | $74,890 |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF | ETF | 922908512 | — | 383 shares | $74,888 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 483 shares | $74,851 |
| SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | Stock | 86765K109 | — | 1,027 shares | $74,837 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 324 shares | $74,825 |
| IDACORP INC COM | Stock | 451107106 | — | 572 shares | $74,778 |
| GRACO INC COM | Stock | 384109104 | — | 973 shares | $74,765 |
| AMERIS BANCORP COM | Stock | 03076K108 | — | 939 shares | $74,669 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 217 shares | $74,665 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | 81369Y407 | — | 686 shares | $74,664 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | — | 596 shares | $74,655 |
| FIVE BELOW INC COM | Stock | 33829M101 | — | 340 shares | $74,654 |
| VOYA FINANCIAL INC COM | Stock | 929089100 | — | 790 shares | $74,639 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 260 shares | $74,578 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 766 shares | $74,555 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 210 shares | $74,541 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 515 shares | $74,484 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 464287234 | — | 1,115 shares | $74,471 |
| TARGET CORP COM | Stock | 87612E106 | — | 475 shares | $74,428 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 183 shares | $74,413 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 952 shares | $74,227 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 954 shares | $74,193 |
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | M87915274 | — | 326 shares | $74,142 |
| EVEREST GROUP LTD COM | Stock | G3223R108 | — | 203 shares | $74,130 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 2,864 shares | $74,120 |
| EMBRAER S.A. SPONSORED ADS | ADR | 29082A107 | — | 982 shares | $73,964 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 162 shares | $73,903 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 950 shares | $73,787 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 1,277 shares | $73,785 |
| TXNM ENERGY INC COM | Stock | 69349H107 | — | 1,265 shares | $73,775 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 261 shares | $73,732 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 1,769 shares | $73,661 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 169 shares | $73,533 |
| ONEOK INC COM | Stock | 30609A109 | — | 862 shares | $73,503 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 171 shares | $73,480 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 1,454 shares | $73,471 |
| FERRARI N V COM | Stock | N3167Y103 | — | 187 shares | $73,463 |
| BLUE OWL CAPITAL CORPORATION COM | CEF | 69121K104 | — | 7,000 shares | $73,430 |
| CRH PLC ORD | Stock | G25508105 | — | 886 shares | $73,382 |
| TERADYNE INC COM | Stock | 880770102 | — | 183 shares | $73,367 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 1,079 shares | $73,299 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 822 shares | $73,183 |
| COHERENT CORP COM | Stock | 19247G107 | — | 254 shares | $73,104 |
| STEPSTONE GROUP INC COM CL A | Stock | 85914M107 | — | 1,684 shares | $73,066 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 352 shares | $72,973 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 872 shares | $72,899 |
| LENNAR CORP CL A | Stock | 526057104 | — | 893 shares | $72,860 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 473 shares | $72,809 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 397 shares | $72,798 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 487 shares | $72,714 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 386 shares | $72,685 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 275 shares | $72,658 |
| FRANCO NEV CORP COM | Stock | 351858105 | — | 305 shares | $72,624 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 76 shares | $72,612 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 214 shares | $72,597 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 1,744 shares | $72,585 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 1,058 shares | $72,484 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 350 shares | $72,468 |
| ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | ETF | 00888H752 | — | 2,039 shares | $72,466 |
| VERTIV HOLDINGS CO COM CL A | Stock | 92537N108 | — | 300 shares | $72,393 |
| SPIRE INC COM | Stock | 84857L101 | — | 951 shares | $72,362 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 238 shares | $72,267 |
| TAPESTRY INC COM | Stock | 876030107 | — | 628 shares | $72,245 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 411 shares | $72,210 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | — | 2,842 shares | $72,158 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 7,371 shares | $72,088 |
| INVENTRUST PPTYS CORP COM NEW | REIT | 46124J201 | — | 2,388 shares | $71,998 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 564 shares | $71,944 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 74 shares | $71,873 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 106 shares | $71,852 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 841 shares | $71,830 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 2,271 shares | $71,764 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 365 shares | $71,755 |
| VANGUARD LONG-TERM CORPORATE BOND ETF | ETF | 92206C813 | — | 1,046 shares | $71,651 |