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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 | — | 1,740 shares | $42,456 |
| TENET HEALTHCARE CORP COM NEW | Stock | 88033G407 | — | 166 shares | $42,423 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 772 shares | $42,383 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 329 shares | $42,382 |
| 10X GENOMICS INC CL A COM | Stock | 88025U109 | — | 469 shares | $42,379 |
| MODERNA INC COM | Stock | 60770K107 | — | 220 shares | $42,365 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 545 shares | $42,364 |
| PHREESIA INC COM | Stock | 71944F106 | — | 4,101 shares | $42,363 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 385 shares | $42,346 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 128 shares | $42,346 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 977 shares | $42,333 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 191 shares | $42,328 |
| QUINSTREET INC COM | Stock | 74874Q100 | — | 2,818 shares | $42,298 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 109 shares | $42,249 |
| WABTEC COM | Stock | 929740108 | — | 147 shares | $42,215 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 107 shares | $42,208 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 1,570 shares | $42,202 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 424 shares | $42,201 |
| DORIAN LPG LTD SHS USD | Stock | Y2106R110 | — | 766 shares | $42,176 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 149 shares | $42,143 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 380 shares | $42,142 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 750 shares | $42,098 |
| D R HORTON INC COM | Stock | 23331A109 | — | 308 shares | $42,088 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | ETF | 78467V608 | — | 1,042 shares | $42,086 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 352 shares | $42,050 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 1,522 shares | $42,022 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 121 shares | $42,021 |
| NUTRIEN LTD COM | Stock | 67077M108 | — | 598 shares | $42,010 |
| AUTODESK INC COM | Stock | 052769106 | — | 201 shares | $42,009 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 727 shares | $42,006 |
| CSX CORP COM | Stock | 126408103 | — | 903 shares | $41,999 |
| FRANKLIN FTSE CANADA ETF | ETF | 35473P827 | — | 805 shares | $41,973 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 729 shares | $41,874 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 108 shares | $41,862 |
| TECK RESOURCES LTD CL B | Stock | 878742204 | — | 636 shares | $41,842 |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | — | 1,049 shares | $41,836 |
| STAG INDUSTRIAL INC COM | REIT | 85254J102 | — | 1,168 shares | $41,826 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 199 shares | $41,821 |
| CARMAX INC COM | Stock | 143130102 | — | 758 shares | $41,773 |
| ISHARES DEFENSE INDUSTRIALS AND TECH ACTIVE ETF | ETF | 09290C699 | — | 1,337 shares | $41,751 |
| ADOBE INC COM | Stock | 00724F101 | — | 174 shares | $41,750 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 567 shares | $41,748 |
| NISOURCE INC COM | Stock | 65473P105 | — | 1,070 shares | $41,730 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 313745101 | — | 385 shares | $41,692 |
| DEFIANCE QUANTUM ETF | ETF | 26922A420 | — | 275 shares | $41,678 |
| SELECT WATER SOLUTIONS INC CL A COM | Stock | 81617J301 | — | 2,106 shares | $41,678 |
| CHURCH & DWIGHT CO INC COM | Stock | 171340102 | — | 442 shares | $41,645 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 276 shares | $41,637 |
| IRONWOOD PHARMACEUTICALS INC COM CL A | Stock | 46333X108 | — | 10,485 shares | $41,625 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 157 shares | $41,622 |
| WP CAREY INC COM | REIT | 92936U109 | — | 644 shares | $41,609 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 976 shares | $41,607 |
| FASTENAL CO COM | Stock | 311900104 | — | 840 shares | $41,605 |
| ROLLINS INC COM | Stock | 775711104 | — | 1,381 shares | $41,596 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 451 shares | $41,587 |
| SILVERCORP METALS INC COM | Stock | 82835P103 | — | 3,897 shares | $41,581 |
| SPIRE INC COM | Stock | 84857L101 | — | 546 shares | $41,574 |
| SEA LTD SPONSORD ADS | ADR | 81141R100 | — | 427 shares | $41,573 |
| CELESTICA INC COM | Stock | 15101Q207 | — | 115 shares | $41,564 |
| KINDER MORGAN INC DEL COM | Stock | 49456B101 | — | 1,378 shares | $41,547 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 1,920 shares | $41,510 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 114 shares | $41,501 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 492 shares | $41,476 |
| ECOLAB INC COM | Stock | 278865100 | — | 151 shares | $41,462 |
| RAMBUS INC DEL COM | Stock | 750917106 | — | 388 shares | $41,423 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 46432F396 | — | 131 shares | $41,421 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 186 shares | $41,385 |
| INNOSPEC INC COM | Stock | 45768S105 | — | 434 shares | $41,369 |
| UNION PAC CORP COM | Stock | 907818108 | — | 152 shares | $41,364 |
| ISHARES MSCI USA VALUE FACTOR ETF | ETF | 46432F388 | — | 209 shares | $41,350 |
| SOUTHWEST GAS HLDGS INC COM | Stock | 844895102 | — | 507 shares | $41,341 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 394 shares | $41,331 |
| REPLIMUNE GROUP INC COM | Stock | 76029N106 | — | 3,121 shares | $41,322 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 152 shares | $41,318 |
| GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | ETF | 37954Y236 | — | 1,522 shares | $41,307 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 345 shares | $41,296 |
| AMBARELLA INC SHS | Stock | G037AX101 | — | 594 shares | $41,289 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 288 shares | $41,253 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 177 shares | $41,253 |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 693483109 | — | 731 shares | $41,236 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 1,687 shares | $41,213 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 223 shares | $41,175 |
| FORD MTR CO COM | Stock | 345370860 | — | 3,413 shares | $41,161 |
| ICICI BK LTD ADR | ADR | 45104G104 | — | 1,494 shares | $41,160 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 885 shares | $41,144 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 157 shares | $41,131 |
| BALL CORP COM | Stock | 058498106 | — | 734 shares | $41,126 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 312 shares | $41,081 |
| CRH PLC ORD | Stock | G25508105 | — | 496 shares | $41,069 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 90 shares | $41,057 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 129 shares | $41,052 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 922042676 | — | 965 shares | $41,032 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 1,155 shares | $41,003 |
| JACKSON FINANCIAL INC COM CL A | Stock | 46817M107 | — | 317 shares | $40,994 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 546 shares | $40,980 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 3,065 shares | $40,979 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 255 shares | $40,966 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 436 shares | $40,962 |
| AVIS BUDGET GROUP INC COM | Stock | 053774105 | — | 384 shares | $40,961 |
| FORUM ENERGY TECHNOLOGIES INC COM | Stock | 34984V209 | — | 506 shares | $40,961 |