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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) |
|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 646 shares | $199,574 |
| BALL CORP COM | Stock | 058498106 | — | 3,552 shares | $199,019 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 772 shares | $198,620 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 511 shares | $198,575 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 750 shares | $198,563 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 635 shares | $198,304 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 1,107 shares | $198,122 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 1,057 shares | $197,712 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 1,326 shares | $197,640 |
| ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | ETF | 092528835 | — | 3,931 shares | $196,943 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 92206C706 | — | 3,472 shares | $196,724 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 566 shares | $196,560 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 8,513 shares | $196,395 |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | — | 1,013 shares | $196,269 |
| JEFFERIES FINANCIAL GROUP INC COM | Stock | 47233W109 | — | 4,291 shares | $196,227 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 280 shares | $196,171 |
| IDEX CORP COM | Stock | 45167R104 | — | 860 shares | $196,043 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 305 shares | $196,019 |
| ISHARES MSCI GLOBAL SILVER MINERS ETF | ETF | 464286327 | — | 5,603 shares | $195,948 |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 97717W208 | — | 1,749 shares | $195,836 |
| FIRST INDL RLTY TR INC COM | REIT | 32054K103 | — | 3,288 shares | $195,768 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 839 shares | $195,546 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 358 shares | $195,529 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 746 shares | $195,164 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 736 shares | $194,966 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 2,400 shares | $194,784 |
| VENTAS INC COM | REIT | 92276F100 | — | 2,291 shares | $194,781 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 820 shares | $194,725 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 402 shares | $194,509 |
| DEXCOM INC COM | Stock | 252131107 | — | 2,253 shares | $194,411 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 763 shares | $193,817 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 | — | 1,188 shares | $193,520 |
| WALMART INC COM | Stock | 931142103 | — | 1,859 shares | $193,187 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 3,341 shares | $193,177 |
| INSULET CORP COM | Stock | 45784P101 | — | 1,478 shares | $192,835 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 835 shares | $192,835 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 1,105 shares | $192,557 |
| UGI CORP NEW COM | Stock | 902681105 | — | 5,393 shares | $192,368 |
| NORTHERN TRUST IBOXX 5-YEAR TARGET DURATION TIPS ETF | ETF | 33939L605 | — | 8,480 shares | $192,319 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 2,476 shares | $192,311 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 1,045 shares | $191,340 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 2,914 shares | $191,205 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | — | 3,796 shares | $191,204 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 1,240 shares | $190,943 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 235 shares | $190,536 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 827 shares | $190,408 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 2,255 shares | $190,098 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 532 shares | $189,364 |
| SYSCO CORP COM | Stock | 871829107 | — | 2,429 shares | $189,327 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 570 shares | $189,206 |
| NEWMONT CORP COM | Stock | 651639106 | — | 1,640 shares | $189,103 |
| FRESHWORKS INC CLASS A COM | Stock | 358054104 | — | 14,785 shares | $189,100 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 1,458 shares | $188,785 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 1,009 shares | $188,733 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 739 shares | $188,719 |
| ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | — | 2,384 shares | $188,670 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 514 shares | $188,661 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | — | 3,740 shares | $188,459 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 6,756 shares | $188,290 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 4,067 shares | $188,288 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 484 shares | $188,237 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 209 shares | $188,220 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 1,013 shares | $188,067 |
| AMERICAN HOMES 4 RENT CL A | REIT | 02665T306 | — | 6,183 shares | $188,002 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | — | 844 shares | $187,571 |
| MOSAIC CO COM | Stock | 61945C103 | — | 8,659 shares | $187,467 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 025072604 | — | 1,989 shares | $187,006 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 1,285 shares | $186,685 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 758 shares | $186,650 |
| SOUTHERN CO COM | Stock | 842587107 | — | 2,246 shares | $186,171 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 1,190 shares | $186,164 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 1,872 shares | $185,908 |
| OKTA INC CL A | Stock | 679295105 | — | 889 shares | $185,899 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 1,955 shares | $185,823 |
| NNN REIT INC COM | REIT | 637417106 | — | 4,520 shares | $185,727 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 570 shares | $185,361 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 336 shares | $185,294 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 478 shares | $185,157 |
| WABTEC COM | Stock | 929740108 | — | 644 shares | $184,944 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 3,993 shares | $184,886 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 408 shares | $184,584 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 2,208 shares | $184,303 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 | — | 9,691 shares | $184,129 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 3,501 shares | $183,906 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 359 shares | $183,585 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 4,206 shares | $183,578 |
| U.S. GLOBAL JETS ETF | ETF | 26922A842 | — | 6,504 shares | $183,538 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 693 shares | $183,465 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 379 shares | $183,416 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 1,386 shares | $183,382 |
| ISHARES EUROPE ETF | ETF | 464287861 | — | 2,575 shares | $183,160 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 826 shares | $183,000 |
| BEST BUY INC COM | Stock | 086516101 | — | 2,073 shares | $182,922 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 1,851 shares | $182,918 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 896 shares | $182,712 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 2,873 shares | $182,694 |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | ETF | 09290C806 | — | 4,153 shares | $182,649 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 3,327 shares | $182,628 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 404 shares | $182,600 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 403 shares | $182,148 |