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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) |
|---|---|---|---|---|---|
| MAIN STR CAP CORP COM | CEF | 56035L104 | — | 931 shares | $51,252 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | L8681T102 | — | 105 shares | $51,175 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 862 shares | $51,125 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 547 shares | $51,103 |
| RENTOKIL INITIAL PLC SPONSORED ADR | ADR | 760125104 | — | 2,587 shares | $51,093 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 1,439 shares | $51,085 |
| RELIANCE INC COM | Stock | 759509102 | — | 133 shares | $51,027 |
| SAFE BULKERS INC COM | Stock | Y7388L103 | — | 5,972 shares | $51,001 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | 922908744 | — | 236 shares | $50,995 |
| HANCOCK WHITNEY CORPORATION COM | Stock | 410120109 | — | 707 shares | $50,963 |
| JEFFERIES FINANCIAL GROUP INC COM | Stock | 47233W109 | — | 1,114 shares | $50,943 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 312 shares | $50,943 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 184 shares | $50,926 |
| BROWN FORMAN CORP CL A | Stock | 115637100 | — | 1,898 shares | $50,923 |
| AMAZON COM INC COM | Stock | 023135106 | — | 204 shares | $50,827 |
| ECOLAB INC COM | Stock | 278865100 | — | 185 shares | $50,797 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 1,360 shares | $50,782 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 1,154 shares | $50,764 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 392 shares | $50,756 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 237 shares | $50,746 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 221 shares | $50,735 |
| 3M CO COM | Stock | 88579Y101 | — | 309 shares | $50,722 |
| COHERENT CORP COM | Stock | 19247G107 | — | 176 shares | $50,655 |
| ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | — | 640 shares | $50,631 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 1,238 shares | $50,609 |
| ALTIMMUNE INC COM NEW | Stock | 02155H200 | — | 17,683 shares | $50,573 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 67 shares | $50,551 |
| WABTEC COM | Stock | 929740108 | — | 176 shares | $50,544 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 801 shares | $50,527 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 191 shares | $50,508 |
| EQUINOR ASA SPONSORED ADR | ADR | 29446M102 | — | 1,213 shares | $50,461 |
| GENERAL MTRS CO COM | Stock | 37045V100 | — | 655 shares | $50,435 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 414 shares | $50,425 |
| BRAZE INC COM CL A | Stock | 10576N102 | — | 2,007 shares | $50,376 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 145 shares | $50,356 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 322 shares | $50,341 |
| CHURCH & DWIGHT CO INC COM | Stock | 171340102 | — | 533 shares | $50,219 |
| FEDEX CORP COM | Stock | 31428X106 | — | 176 shares | $50,176 |
| CORTEVA INC COM | Stock | 22052L104 | — | 646 shares | $50,162 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 339 shares | $50,158 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 1,000 shares | $50,110 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 246 shares | $50,083 |
| ILLUMINA INC COM | Stock | 452327109 | — | 183 shares | $50,083 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 2,254 shares | $50,061 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 530 shares | $50,053 |
| AMETEK INC COM | Stock | 031100100 | — | 202 shares | $50,041 |
| CDW CORP COM | Stock | 12514G108 | — | 390 shares | $50,031 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 311 shares | $50,009 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 373 shares | $49,986 |
| ABERCROMBIE & FITCH CO CL A | Stock | 002896207 | — | 371 shares | $49,970 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 253 shares | $49,955 |
| VANGUARD FINANCIALS ETF | ETF | 92204A405 | — | 384 shares | $49,955 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 704 shares | $49,954 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 216 shares | $49,941 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 476 shares | $49,932 |
| CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | — | 1,052 shares | $49,892 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288620 | — | 1,024 shares | $49,879 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 98 shares | $49,850 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 658 shares | $49,837 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 1,197 shares | $49,807 |
| PGIM ULTRA SHORT BOND ETF | ETF | 69344A107 | — | 1,007 shares | $49,806 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 66 shares | $49,796 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 140 shares | $49,794 |
| NUCOR CORP COM | Stock | 670346105 | — | 213 shares | $49,789 |
| ROSS STORES INC COM | Stock | 778296103 | — | 213 shares | $49,760 |
| AMPLIFY JUNIOR SILVER MINERS ETF | ETF | 032108649 | — | 1,824 shares | $49,750 |
| INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | — | 870 shares | $49,721 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 224 shares | $49,641 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 30 shares | $49,623 |
| AXALTA COATING SYS LTD COM | Stock | G0750C108 | — | 1,543 shares | $49,623 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 537 shares | $49,619 |
| Consumer Staples Select Sector SPDR ETF | ETF | 81369Y308 | — | 616 shares | $49,611 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 538 shares | $49,609 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 3,090 shares | $49,595 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 140 shares | $49,585 |
| SYSCO CORP COM | Stock | 871829107 | — | 636 shares | $49,583 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 181 shares | $49,567 |
| SLM CORP COM | Stock | 78442P106 | — | 2,189 shares | $49,537 |
| DONALDSON INC COM | Stock | 257651109 | — | 569 shares | $49,526 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 468 shares | $49,505 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 707 shares | $49,490 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 1,439 shares | $49,473 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 1,228 shares | $49,439 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 333 shares | $49,384 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 739 shares | $49,321 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 732 shares | $49,293 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 171 shares | $49,287 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 333 shares | $49,271 |
| QUALYS INC COM | Stock | 74758T303 | — | 263 shares | $49,234 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 608 shares | $49,227 |
| ISHARES GLOBAL REIT ETF | ETF | 46434V647 | — | 1,909 shares | $49,214 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 973 shares | $49,214 |
| MONGODB INC CL A | Stock | 60937P106 | — | 141 shares | $49,154 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 3,221 shares | $49,151 |
| NNN REIT INC COM | REIT | 637417106 | — | 1,196 shares | $49,144 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 214 shares | $49,128 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 438 shares | $49,095 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 108 shares | $49,082 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 190 shares | $49,031 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 3,541 shares | $48,978 |