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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) |
|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF | ETF | 14020V108 | — | 2,465 shares | $109,693 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 901 shares | $109,682 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 598 shares | $109,661 |
| ENVISTA HOLDINGS CORPORATION COM | Stock | 29415F104 | — | 4,672 shares | $109,652 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 483 shares | $109,641 |
| SCHWAB LONG-TERM U.S. TREASURY ETF | ETF | 808524680 | — | 3,851 shares | $109,599 |
| LOWES COS INC COM | Stock | 548661107 | — | 594 shares | $109,468 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 275 shares | $109,225 |
| INTUIT COM | Stock | 461202103 | — | 396 shares | $109,183 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 479 shares | $109,183 |
| SOUTHSTATE BK CORP COM | Stock | 84472E102 | — | 1,096 shares | $109,118 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 214 shares | $108,980 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 1,361 shares | $108,948 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 373 shares | $108,947 |
| ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | — | 1,376 shares | $108,897 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 412 shares | $108,855 |
| Financial Select Sector SPDR ETF | ETF | 81369Y605 | — | 2,038 shares | $108,829 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 14019W109 | — | 3,173 shares | $108,802 |
| DIREXION DAILY S&P 500 BULL 3X ETF | ETF | 25459W862 | — | 387 shares | $108,786 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 212 shares | $108,735 |
| U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES | ETF | 25239Y212 | — | 2,444 shares | $108,636 |
| BRUKER CORP COM | Stock | 116794108 | — | 1,676 shares | $108,521 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 220 shares | $108,511 |
| SOUTHERN CO COM | Stock | 842587107 | — | 1,309 shares | $108,503 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 7,104 shares | $108,407 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 1,075 shares | $108,403 |
| UDR INC COM | REIT | 902653104 | — | 3,230 shares | $108,367 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 335 shares | $108,311 |
| EQUINIX INC COM | REIT | 29444U700 | — | 107 shares | $108,239 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 9,396 shares | $108,148 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 1,624 shares | $107,752 |
| HAEMONETICS CORP MASS COM | Stock | 405024100 | — | 1,023 shares | $107,722 |
| SCORPIO TANKERS INC SHS | Stock | Y7542C130 | — | 1,287 shares | $107,722 |
| SLB LIMITED COM STK | Stock | 806857108 | — | 2,209 shares | $107,643 |
| CRH PLC ORD | Stock | G25508105 | — | 1,298 shares | $107,515 |
| PAGERDUTY INC COM | Stock | 69553P100 | — | 7,118 shares | $107,482 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 667 shares | $107,454 |
| CANADIAN NAT RES LTD MED TERM COM | Stock | 136385101 | — | 2,282 shares | $107,414 |
| MANULIFE FINL CORP COM | Stock | 56501R106 | — | 2,521 shares | $107,369 |
| ADT INC DEL COM | Stock | 00090Q103 | — | 17,624 shares | $107,154 |
| AT&T INC COM | Stock | 00206R102 | — | 4,383 shares | $106,954 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 | — | 1,588 shares | $106,936 |
| CLEAN HARBORS INC COM | Stock | 184496107 | — | 344 shares | $106,719 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | — | 890 shares | $106,705 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 300 shares | $106,701 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 403 shares | $106,694 |
| KLA CORP COM NEW | Stock | 482480100 | — | 547 shares | $106,646 |
| SWAN HEDGED EQUITY US LARGE CAP ETF | ETF | 53656F599 | — | 3,967 shares | $106,554 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 262 shares | $106,537 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 198 shares | $106,514 |
| SOUTHERN CO COM | Stock | 842587107 | — | 1,284 shares | $106,431 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 700 shares | $106,421 |
| ORACLE CORP COM | Stock | 68389X105 | — | 775 shares | $106,408 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 4,612 shares | $106,399 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 594 shares | $106,326 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 478 shares | $106,240 |
| INGEVITY CORP COM | Stock | 45688C107 | — | 1,500 shares | $106,125 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 373 shares | $106,115 |
| CARLISLE COS INC COM | Stock | 142339100 | — | 329 shares | $105,994 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 385 shares | $105,987 |
| CINTAS CORP COM | Stock | 172908105 | — | 543 shares | $105,969 |
| INVESCO CURRENCYSHARES EURO TRUST | ETF | 46138K103 | — | 1,013 shares | $105,960 |
| NVR INC COM | Stock | 62944T105 | — | 17 shares | $105,917 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 2,096 shares | $105,911 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 463 shares | $105,740 |
| HASBRO INC COM | Stock | 418056107 | — | 1,204 shares | $105,567 |
| WAYFAIR INC CL A | Stock | 94419L101 | — | 1,029 shares | $105,534 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 740 shares | $105,502 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 797 shares | $105,451 |
| CINTAS CORP COM | Stock | 172908105 | — | 540 shares | $105,332 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 2,912 shares | $105,196 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 5,973 shares | $105,125 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 1,000 shares | $104,900 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 2,525 shares | $104,889 |
| CROWN HLDGS INC COM | Stock | 228368106 | — | 994 shares | $104,778 |
| UNION PAC CORP COM | Stock | 907818108 | — | 385 shares | $104,714 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 464287234 | — | 1,566 shares | $104,593 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 110 shares | $104,554 |
| ABRDN HEALTHCARE INVESTORS SH BEN INT | CEF | 87911J103 | — | 5,000 shares | $104,450 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 409 shares | $104,422 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 732 shares | $104,361 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 317 shares | $104,138 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 | — | 639 shares | $104,099 |
| PROSHARES ULTRAPRO DOW30 | ETF | 74347X823 | — | 1,653 shares | $104,073 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 1,206 shares | $104,066 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 1,264 shares | $104,065 |
| VARONIS SYS INC COM | Stock | 922280102 | — | 2,193 shares | $104,058 |
| SAP SE SPON ADR | ADR | 803054204 | — | 499 shares | $104,032 |
| AMERICAN HOMES 4 RENT CL A | REIT | 02665T306 | — | 3,420 shares | $103,934 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 283 shares | $103,884 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 485 shares | $103,848 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 1,016 shares | $103,845 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 728 shares | $103,791 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 714 shares | $103,751 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 4,766 shares | $103,699 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 115 shares | $103,663 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 391 shares | $103,576 |
| MOODYS CORP COM | Stock | 615369105 | — | 228 shares | $103,542 |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | ETF | 33737A108 | — | 584 shares | $103,454 |
| VENTAS INC COM | REIT | 92276F100 | — | 1,216 shares | $103,384 |