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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) |
|---|---|---|---|---|---|
| EMERSON ELEC CO COM | Stock | 291011104 | — | 405 shares | $62,816 |
| FIRST FINL BANKSHARES INC COM | Stock | 32020R109 | — | 1,978 shares | $62,794 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 342 shares | $62,774 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | ADR | 03524A108 | — | 854 shares | $62,743 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 224 shares | $62,740 |
| INTEL CORP COM | Stock | 458140100 | — | 521 shares | $62,640 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 762 shares | $62,614 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 782 shares | $62,599 |
| PLANET FITNESS MASTER ISSUER L CL A | Stock | 72703H101 | — | 1,480 shares | $62,486 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 2,957 shares | $62,452 |
| CANADIAN NAT RES LTD MED TERM COM | Stock | 136385101 | — | 1,327 shares | $62,449 |
| WOODWARD INC COM | Stock | 980745103 | — | 190 shares | $62,432 |
| FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | ETF | 33733E690 | — | 2,993 shares | $62,430 |
| ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 98980A105 | — | 3,213 shares | $62,396 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 1,592 shares | $62,390 |
| IDACORP INC COM | Stock | 451107106 | — | 477 shares | $62,358 |
| VIRTUS DIVIDEND INTEREST & PR COM | CEF | 92840R101 | — | 4,141 shares | $62,322 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 778 shares | $62,279 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 1,495 shares | $62,260 |
| EBAY INC. COM | Stock | 278642103 | — | 587 shares | $62,251 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 358 shares | $62,235 |
| KINDER MORGAN INC DEL COM | Stock | 49456B101 | — | 2,062 shares | $62,169 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 92 shares | $62,105 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 356 shares | $62,037 |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | ADR | 82706C108 | — | 221 shares | $62,001 |
| NORTHERN TR CORP COM | Stock | 665859104 | — | 366 shares | $61,986 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 46 shares | $61,972 |
| SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | ETF | 85208P873 | — | 1,138 shares | $61,953 |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | ETF | 25434V658 | — | 2,289 shares | $61,917 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | ETF | 45782C656 | — | 1,321 shares | $61,902 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 332 shares | $61,888 |
| SK HYNIX INC AMERICAN DEPOSIT | ADR | 78392B206 | — | 336 shares | $61,874 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 685 shares | $61,862 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 172 shares | $61,849 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 967 shares | $61,782 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 2,839 shares | $61,771 |
| ATI INC COM | Stock | 01741R102 | — | 326 shares | $61,744 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 433 shares | $61,733 |
| PARK HOTELS & RESORTS INC COM | REIT | 700517105 | — | 4,003 shares | $61,726 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 913 shares | $61,664 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 801 shares | $61,645 |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | 922908736 | — | 684 shares | $61,635 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 | — | 687 shares | $61,576 |
| COPART INC COM | Stock | 217204106 | — | 2,257 shares | $61,571 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 297 shares | $61,571 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 175 shares | $61,569 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 549 shares | $61,537 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 176 shares | $61,496 |
| QUALCOMM INC COM | Stock | 747525103 | — | 334 shares | $61,469 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 411 shares | $61,260 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 655 shares | $61,214 |
| VENTAS INC COM | REIT | 92276F100 | — | 720 shares | $61,214 |
| AES CORP COM | Stock | 00130H105 | — | 4,108 shares | $61,209 |
| VANGUARD COMMUNICATION SERVICES ETF | ETF | 92204A884 | — | 321 shares | $61,179 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 64 shares | $61,147 |
| PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R635 | — | 1,435 shares | $61,135 |
| ISHARES GLOBAL INFRASTRUCTURE ETF | ETF | 464288372 | — | 992 shares | $61,068 |
| BANK AMERICA CORP 7.25CNV PFD L | Convertible Preferred | 060505682 | — | 50 shares | $61,048 |
| SYMBOTIC INC CLASS A COM | Stock | 87151X101 | — | 1,450 shares | $61,002 |
| ICICI BK LTD ADR | ADR | 45104G104 | — | 2,213 shares | $60,968 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 233 shares | $60,943 |
| ASTRAZENECA PLC ORD | ADR | G0593M107 | — | 377 shares | $60,846 |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ETF | 381430107 | — | 1,326 shares | $60,784 |
| SK TELECOM CO LTD SPONSORED ADR | ADR | 78440P306 | — | 1,741 shares | $60,778 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 533 shares | $60,767 |
| PLANET FITNESS MASTER ISSUER L CL A | Stock | 72703H101 | — | 1,439 shares | $60,755 |
| CIRRUS LOGIC INC COM | Stock | 172755100 | — | 506 shares | $60,705 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 2,711 shares | $60,699 |
| AMGEN INC COM | Stock | 031162100 | — | 144 shares | $60,697 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 950 shares | $60,690 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | — | 1,209 shares | $60,638 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 293 shares | $60,636 |
| EVERGY INC COM | Stock | 30034W106 | — | 773 shares | $60,634 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 3,333 shares | $60,627 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 871 shares | $60,618 |
| IOVANCE BIOTHERAPEUTICS INC COM | Stock | 462260100 | — | 4,088 shares | $60,584 |
| VALLEY NATL BANCORP COM | Stock | 919794107 | — | 4,799 shares | $60,563 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 292 shares | $60,524 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 506 shares | $60,507 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 153 shares | $60,499 |
| KOREA ELEC PWR CORP SPONSORED ADR | ADR | 500631106 | — | 5,515 shares | $60,444 |
| GARTNER INC COM | Stock | 366651107 | — | 324 shares | $60,439 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 323 shares | $60,417 |
| BURLINGTON STORES INC COM | Stock | 122017106 | — | 226 shares | $60,385 |
| XOMETRY INC CLASS A COM | Stock | 98423F109 | — | 587 shares | $60,373 |
| PERFORMANCE FOOD GROUP CO COM | Stock | 71377A103 | — | 659 shares | $60,305 |
| PACKAGING CORP AMER COM | Stock | 695156109 | — | 263 shares | $60,295 |
| MSC INDL DIRECT INC CL A | Stock | 553530106 | — | 487 shares | $60,252 |
| INFRASTRUCTURE CAPITAL NASDAQ OPTION INCOME ETF | ETF | 81752T361 | — | 600 shares | $60,241 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 228 shares | $60,240 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 947 shares | $60,239 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 903 shares | $60,185 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 954 shares | $60,178 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 758 shares | $60,170 |
| FEDEX CORP COM | Stock | 31428X106 | — | 211 shares | $60,154 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 | — | 349 shares | $60,147 |
| CAPITAL GROUP U.S. LARGE VALUE ETF | ETF | 14022A300 | — | 1,942 shares | $60,039 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 412 shares | $59,868 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 687 shares | $59,865 |
| ECOLAB INC COM | Stock | 278865100 | — | 218 shares | $59,858 |