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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) |
|---|---|---|---|---|---|
| DIEBOLD NIXDORF INC COM SHS | Stock | 253651202 | — | 167 shares | $10,224 |
| NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | Stock | G63755105 | — | 601 shares | $10,223 |
| TEEKAY CORPORATION LTD SHS | Stock | G8726T105 | — | 717 shares | $10,221 |
| PLANET FITNESS MASTER ISSUER L CL A | Stock | 72703H101 | — | 242 shares | $10,217 |
| NASDAQ INC COM | Stock | 631103108 | — | 111 shares | $10,213 |
| CDW CORP COM | Stock | 12514G108 | — | 80 shares | $10,211 |
| TALOS ENERGY INC COM | Stock | 87484T108 | — | 625 shares | $10,206 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 39 shares | $10,202 |
| COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | ADR | 204448104 | — | 323 shares | $10,200 |
| RESMED INC COM | Stock | 761152107 | — | 46 shares | $10,200 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 233 shares | $10,196 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 338 shares | $10,194 |
| HURON CONSULTING GROUP INC COM | Stock | 447462102 | — | 65 shares | $10,194 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 109 shares | $10,185 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 36 shares | $10,182 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 221 shares | $10,175 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 177 shares | $10,174 |
| PERRIGO CO PLC SHS | Stock | G97822103 | — | 689 shares | $10,170 |
| HEALTHSTREAM INC COM | Stock | 42222N103 | — | 342 shares | $10,161 |
| CHESAPEAKE UTILS CORP COM | Stock | 165303108 | — | 79 shares | $10,148 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 11 shares | $10,146 |
| MSA SAFETY INC COM | Stock | 553498106 | — | 57 shares | $10,139 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 | — | 92 shares | $10,137 |
| HILLTOP HLDGS INC COM | Stock | 432748101 | — | 269 shares | $10,131 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 133 shares | $10,128 |
| RXSIGHT INC COM | Stock | 78349D107 | — | 2,066 shares | $10,123 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 234 shares | $10,123 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | Stock | 00650F109 | — | 350 shares | $10,115 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 156 shares | $10,115 |
| ALEXANDERS INC COM | REIT | 014752109 | — | 41 shares | $10,107 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 26 shares | $10,104 |
| INTAPP INC COM | Stock | 45827U109 | — | 279 shares | $10,103 |
| CENCORA INC COM | Stock | 03073E105 | — | 34 shares | $10,100 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 42 shares | $10,098 |
| FORESTAR GROUP INC COM | Stock | 346232101 | — | 392 shares | $10,094 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 91 shares | $10,092 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 120 shares | $10,091 |
| CAMTEK LTD ORD | Stock | M20791105 | — | 65 shares | $10,091 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 36 shares | $10,083 |
| MURPHY USA INC COM | Stock | 626755102 | — | 20 shares | $10,081 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 55 shares | $10,080 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 118 shares | $10,080 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 111 shares | $10,075 |
| GARTNER INC COM | Stock | 366651107 | — | 54 shares | $10,073 |
| KROGER CO COM | Stock | 501044101 | — | 172 shares | $10,071 |
| AVISTA CORP COM | Stock | 05379B107 | — | 287 shares | $10,071 |
| CARVANA CO CL A | Stock | 146869102 | — | 161 shares | $10,069 |
| HERSHEY CO COM | Stock | 427866108 | — | 64 shares | $10,067 |
| GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | ADR | 400506101 | — | 49 shares | $10,065 |
| HNI CORP COM | Stock | 404251100 | — | 222 shares | $10,061 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 129 shares | $10,058 |
| H WORLD GROUP LTD SPONSORED ADS | ADR | 44332N106 | — | 235 shares | $10,058 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 38 shares | $10,054 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 175 shares | $10,052 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 115 shares | $10,051 |
| LATTICE SEMICONDUCTOR CORP COM | Stock | 518415104 | — | 80 shares | $10,050 |
| ERMENEGILDO ZEGNA N V ORD SHS | Stock | N30577105 | — | 804 shares | $10,050 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 39 shares | $10,043 |
| TIMKEN CO COM | Stock | 887389104 | — | 86 shares | $10,041 |
| EVERGY INC COM | Stock | 30034W106 | — | 128 shares | $10,040 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 33 shares | $10,035 |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | ETF | 808524698 | — | 468 shares | $10,034 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 67 shares | $10,033 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 129 shares | $10,032 |
| JOYY INC ADS REPSTG COM A | ADR | 46591M109 | — | 125 shares | $10,031 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 241 shares | $10,030 |
| COMPASS PATHWAYS PLC SPONSORED ADS | ADR | 20451W101 | — | 806 shares | $10,027 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 51 shares | $10,026 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 274 shares | $10,023 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 39 shares | $10,017 |
| VARONIS SYS INC COM | Stock | 922280102 | — | 211 shares | $10,012 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 46 shares | $10,012 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 74 shares | $10,010 |
| TOEWS AGILITY SHARES HEDGED RISK ETF | ETF | 66538J241 | — | 397 shares | $10,009 |
| COGNEX CORP COM | Stock | 192422103 | — | 165 shares | $10,007 |
| GEMINI SPACE STA INC CL A COM | Stock | 36866J105 | — | 1,939 shares | $10,005 |
| PPL CORP COM | Stock | 69351T106 | — | 304 shares | $9,999 |
| CABOT CORP COM | Stock | 127055101 | — | 130 shares | $9,998 |
| ERASCA INC COM | Stock | 29479A108 | — | 682 shares | $9,998 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 88 shares | $9,995 |
| VIR BIOTECHNOLOGY INC COM | Stock | 92764N102 | — | 893 shares | $9,984 |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | 81369Y860 | — | 244 shares | $9,982 |
| DIODES INC COM | Stock | 254543101 | — | 103 shares | $9,969 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 156 shares | $9,967 |
| AFLAC INC COM | Stock | 001055102 | — | 89 shares | $9,948 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 363 shares | $9,946 |
| OIL STS INTL INC COM | Stock | 678026105 | — | 1,250 shares | $9,938 |
| HALOZYME THERAPEUTICS INC COM | Stock | 40637H109 | — | 90 shares | $9,936 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 57 shares | $9,933 |
| HP INC COM | Stock | 40434L105 | — | 317 shares | $9,931 |
| HERSHEY CO COM | Stock | 427866108 | — | 63 shares | $9,929 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 18 shares | $9,926 |
| HUMANA INC COM | Stock | 444859102 | — | 26 shares | $9,921 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 64 shares | $9,918 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 28 shares | $9,917 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 | — | 90 shares | $9,916 |
| NORTHWESTERN ENERGY GROUP INC COM NEW | Stock | 668074305 | — | 145 shares | $9,915 |
| ROADZEN INC ORD SHS | Stock | G7606H108 | — | 7,510 shares | $9,913 |
| ALAMOS GOLD INC COM CL A | Stock | 011532108 | — | 306 shares | $9,911 |
| BANK OF MARIN BANCORP COM | Stock | 063425102 | — | 366 shares | $9,911 |