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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) |
|---|---|---|---|---|---|
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 248 shares | $30,130 |
| WHIRLPOOL CORP COM | Stock | 963320106 | — | 982 shares | $30,128 |
| EZCORP INC CL A NON VTG | Stock | 302301106 | — | 1,012 shares | $30,117 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 158 shares | $30,093 |
| DELUXE CORP MEDIUM TERM NTS COM | Stock | 248019101 | — | 1,308 shares | $30,045 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 55 shares | $30,039 |
| DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | ETF | 25434V757 | — | 730 shares | $30,032 |
| ISHARES MBS ETF | ETF | 464288588 | — | 335 shares | $30,024 |
| LIBERTY ALL STAR EQUITY FD SH BEN INT | CEF | 530158104 | — | 5,202 shares | $30,016 |
| MSG KNICKERBOCKERS CORP CL A | Stock | 55825T103 | — | 74 shares | $29,986 |
| GLOBAL X DEFENSE TECH ETF | ETF | 37960A529 | — | 499 shares | $29,980 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 208 shares | $29,975 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 224 shares | $29,953 |
| UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 | ETF | 22542D233 | — | 213 shares | $29,929 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 2,216 shares | $29,916 |
| MASTEC INC COM | Stock | 576323109 | — | 140 shares | $29,907 |
| WW GRAINGER INC COM | Stock | 384802104 | — | 24 shares | $29,898 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 343 shares | $29,889 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 349 shares | $29,888 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 97 shares | $29,887 |
| ASSOCIATED BANC-CORP COM | Stock | 045487105 | — | 1,043 shares | $29,882 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 318 shares | $29,879 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 60 shares | $29,877 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 86 shares | $29,866 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 111 shares | $29,862 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 819 shares | $29,861 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 388 shares | $29,859 |
| FORTINET INC COM | Stock | 34959E109 | — | 167 shares | $29,853 |
| BROADCOM INC COM | Stock | 11135F101 | — | 85 shares | $29,851 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 109 shares | $29,850 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 | — | 333 shares | $29,847 |
| IRON MTN INC DEL COM | REIT | 46284V101 | — | 269 shares | $29,846 |
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 486606106 | — | 2,195 shares | $29,846 |
| KE HLDGS INC SPONSORED ADS | ADR | 482497104 | — | 1,771 shares | $29,841 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 473 shares | $29,837 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 66 shares | $29,831 |
| T. ROWE PRICE BLUE CHIP GROWTH ETF | ETF | 87283Q107 | — | 580 shares | $29,818 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 544 shares | $29,817 |
| GLOBAL X HEALTHTECH ETF | ETF | 37954Y137 | — | 1,010 shares | $29,807 |
| ZILLOW GROUP INC CL A | Stock | 98954M101 | — | 1,076 shares | $29,805 |
| SCORPIO TANKERS INC SHS | Stock | Y7542C130 | — | 356 shares | $29,797 |
| CARRIER GLOBAL CORPORATION COM | Stock | 14448C104 | — | 543 shares | $29,789 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 167 shares | $29,786 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 320 shares | $29,773 |
| MOOG INC CL A | Stock | 615394202 | — | 78 shares | $29,755 |
| BLACKROCK CORPOR HI YLD FD INC COM | CEF | 09255P107 | — | 3,795 shares | $29,753 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 75 shares | $29,753 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 132 shares | $29,752 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 217 shares | $29,729 |
| COMMVAULT SYS INC COM | Stock | 204166102 | — | 198 shares | $29,684 |
| COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | ADR | 20441B704 | — | 2,386 shares | $29,634 |
| CSX CORP COM | Stock | 126408103 | — | 637 shares | $29,622 |
| ACI WORLDWIDE INC COM | Stock | 004498101 | — | 606 shares | $29,621 |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 693483109 | — | 525 shares | $29,615 |
| IOVANCE BIOTHERAPEUTICS INC COM | Stock | 462260100 | — | 1,998 shares | $29,610 |
| EMERA INC COM | Stock | 290876101 | — | 619 shares | $29,607 |
| RELAY THERAPEUTICS INC COM | Stock | 75943R102 | — | 1,640 shares | $29,602 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 334 shares | $29,602 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 1,229 shares | $29,594 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 298 shares | $29,594 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 740 shares | $29,578 |
| SANDISK CORP COM | Stock | 80004C200 | — | 17 shares | $29,578 |
| INTEL CORP COM | Stock | 458140100 | — | 246 shares | $29,577 |
| AERCAP HOLDINGS NV SHS | Stock | N00985106 | — | 206 shares | $29,565 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 711 shares | $29,549 |
| DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | ETF | 25460G781 | — | 200 shares | $29,548 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 534 shares | $29,541 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 544 shares | $29,539 |
| MOODYS CORP COM | Stock | 615369105 | — | 65 shares | $29,518 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 60 shares | $29,507 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 81 shares | $29,487 |
| XCEL ENERGY INC COM | Stock | 98389B100 | — | 418 shares | $29,461 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 313745101 | — | 272 shares | $29,455 |
| TESLA INC COM | Stock | 88160R101 | — | 83 shares | $29,449 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 922 shares | $29,445 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 190 shares | $29,444 |
| SPS COMM INC COM | Stock | 78463M107 | — | 357 shares | $29,431 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 422 shares | $29,405 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 215 shares | $29,403 |
| COREBRIDGE FINL INC COM | Stock | 21871X109 | — | 887 shares | $29,377 |
| FERROVIAL NV ORD SHS | Stock | N3168P101 | — | 543 shares | $29,376 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 48 shares | $29,364 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 95 shares | $29,355 |
| ARES DYNAMIC CR ALLOCATION FD COM | CEF | 04014F102 | — | 2,552 shares | $29,348 |
| KURV TECHNOLOGY TITANS SELECT ETF | ETF | 500948302 | — | 1,000 shares | $29,345 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 343 shares | $29,296 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 | — | 170 shares | $29,293 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 219 shares | $29,285 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 56 shares | $29,277 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 427 shares | $29,254 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 1,197 shares | $29,243 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 771 shares | $29,229 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 2,988 shares | $29,223 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 341 shares | $29,220 |
| TUTOR PERINI CORP COM | Stock | 901109108 | — | 354 shares | $29,212 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 96 shares | $29,206 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 912 shares | $29,202 |
| SUNCOR ENERGY INC NEW COM | Stock | 867224107 | — | 430 shares | $29,197 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 100 shares | $29,183 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 349 shares | $29,176 |