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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) |
|---|---|---|---|---|---|
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 593 shares | $59,798 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 4,323 shares | $59,787 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 151 shares | $59,708 |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | ADR | 43289P106 | — | 4,242 shares | $59,685 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 451 shares | $59,672 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 132 shares | $59,661 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | 92857W308 | — | 3,693 shares | $59,642 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 460 shares | $59,611 |
| ACV AUCTIONS INC COM CL A | Stock | 00091G104 | — | 5,713 shares | $59,587 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 151 shares | $59,565 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 1,220 shares | $59,560 |
| CNH INDL N V SHS | Stock | N20944109 | — | 4,634 shares | $59,547 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 234 shares | $59,441 |
| CUMMINS INC COM | Stock | 231021106 | — | 115 shares | $59,406 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 540 shares | $59,395 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 139 shares | $59,317 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 56 shares | $59,264 |
| INTERNATIONAL SEAWAYS INC COM | Stock | Y41053102 | — | 538 shares | $59,255 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 1,291 shares | $59,201 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 1,090 shares | $59,164 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 280 shares | $59,144 |
| METLIFE INC COM | Stock | 59156R108 | — | 628 shares | $59,132 |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | ETF | 922908595 | — | 175 shares | $59,120 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 | — | 187 shares | $59,107 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 259 shares | $59,036 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | — | 238 shares | $59,007 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 1,866 shares | $58,954 |
| SK HYNIX INC AMERICAN DEPOSIT | ADR | 78392B206 | — | 320 shares | $58,928 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 396 shares | $58,885 |
| VENTAS INC COM | REIT | 92276F100 | — | 692 shares | $58,832 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 78468R101 | — | 2,052 shares | $58,832 |
| ROYAL GOLD INC COM | Stock | 780287108 | — | 249 shares | $58,764 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 594 shares | $58,737 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 4,192 shares | $58,604 |
| WW GRAINGER INC COM | Stock | 384802104 | — | 47 shares | $58,551 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 919 shares | $58,510 |
| FORTIS INC COM | Stock | 349553107 | — | 1,107 shares | $58,472 |
| CSX CORP COM | Stock | 126408103 | — | 1,253 shares | $58,298 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 527 shares | $58,286 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 281 shares | $58,254 |
| ORACLE CORP COM | Stock | 68389X105 | — | 424 shares | $58,215 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 1,063 shares | $58,189 |
| BANK OZK LITTLE ROCK ARK COM | Stock | 06417N103 | — | 1,266 shares | $58,185 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 569 shares | $58,157 |
| CREDICORP LTD COM | Stock | G2519Y108 | — | 153 shares | $58,120 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 95 shares | $58,117 |
| MGIC INVT CORP WIS COM | Stock | 552848103 | — | 2,247 shares | $58,062 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 147 shares | $57,968 |
| PPL CORP COM | Stock | 69351T106 | — | 1,762 shares | $57,952 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 300 shares | $57,921 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 852 shares | $57,910 |
| NATERA INC COM | Stock | 632307104 | — | 140 shares | $57,863 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 675 shares | $57,841 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 380 shares | $57,771 |
| ILLUMINA INC COM | Stock | 452327109 | — | 211 shares | $57,746 |
| CINTAS CORP COM | Stock | 172908105 | — | 296 shares | $57,738 |
| KLA CORP COM NEW | Stock | 482480100 | — | 296 shares | $57,699 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 520 shares | $57,694 |
| RYANAIR HOLDINGS PLC SPONSORED ADR | ADR | 783513203 | — | 1,048 shares | $57,644 |
| OLD REP INTL CORP COM | Stock | 680223104 | — | 1,545 shares | $57,644 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 379 shares | $57,619 |
| TARGA RES CORP COM | Stock | 87612G101 | — | 213 shares | $57,576 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 107 shares | $57,561 |
| RAMBUS INC DEL COM | Stock | 750917106 | — | 539 shares | $57,544 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 110 shares | $57,509 |
| SPROTT ACTIVE GOLD & SILVER MINERS ETF | ETF | 85208P865 | — | 1,230 shares | $57,485 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 1,404 shares | $57,466 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 295 shares | $57,463 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 1,393 shares | $57,433 |
| HEALTHCARE RLTY TR CL A COM | REIT | 42226K105 | — | 3,237 shares | $57,424 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 249 shares | $57,402 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 | — | 2,847 shares | $57,390 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 815 shares | $57,384 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 60 shares | $57,325 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 1,236 shares | $57,227 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 2,165 shares | $57,221 |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 25400Q105 | — | 6,314 shares | $57,205 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 1,130 shares | $57,155 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 250 shares | $57,028 |
| GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | Stock | 02364V206 | — | 10,000 shares | $57,000 |
| ALPHABET INC DEP SHS RP1/20 A | Convertible Preferred | 02079K404 | — | 1,161 shares | $56,982 |
| AZZ INC COM | Stock | 002474104 | — | 424 shares | $56,981 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 1,241 shares | $56,925 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 1,294 shares | $56,923 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 | — | 294 shares | $56,897 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 604 shares | $56,752 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 478 shares | $56,710 |
| BHP BILLITON LIMITED SPONSORED ADS | ADR | 088606108 | — | 668 shares | $56,673 |
| QORVO INC COM | Stock | 74736K101 | — | 495 shares | $56,668 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 1,009 shares | $56,635 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 5,584 shares | $56,622 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 1,297 shares | $56,617 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 526 shares | $56,613 |
| AUTOZONE INC COM | Stock | 053332102 | — | 20 shares | $56,600 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 1,222 shares | $56,596 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 88 shares | $56,541 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 892 shares | $56,464 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 308 shares | $56,447 |
| DYNEX CAP INC COM | REIT | 26817Q886 | — | 5,066 shares | $56,438 |
| BLOCK INC CL A | Stock | 852234103 | — | 767 shares | $56,398 |