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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) |
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 118 shares | $21,626 |
| TARGA RES CORP COM | Stock | 87612G101 | — | 80 shares | $21,625 |
| ISHARES MSCI EUROZONE ETF | ETF | 464286608 | — | 321 shares | $21,613 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 529 shares | $21,610 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 993 shares | $21,608 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 231 shares | $21,585 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 595 shares | $21,581 |
| FRANKLIN ELEC INC COM | Stock | 353514102 | — | 225 shares | $21,575 |
| CENOVUS ENERGY INC COM | Stock | 15135U109 | — | 694 shares | $21,570 |
| EQT CORP COM | Stock | 26884L109 | — | 444 shares | $21,561 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 16 shares | $21,556 |
| RELIANCE INC COM | Stock | 759509102 | — | 56 shares | $21,546 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 217 shares | $21,539 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 954 shares | $21,532 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 102 shares | $21,530 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 474 shares | $21,529 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 234 shares | $21,528 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 104 shares | $21,523 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 97 shares | $21,520 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 120 shares | $21,515 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 800 shares | $21,506 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 148 shares | $21,506 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 76 shares | $21,496 |
| EMPLOYERS HLDGS INC COM | Stock | 292218104 | — | 450 shares | $21,483 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 934423104 | — | 694 shares | $21,479 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 555 shares | $21,479 |
| ROYAL GOLD INC COM | Stock | 780287108 | — | 91 shares | $21,476 |
| WAYFAIR INC CL A | Stock | 94419L101 | — | 209 shares | $21,435 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 491 shares | $21,432 |
| EVERSOURCE ENERGY COM | Stock | 30040W108 | — | 334 shares | $21,429 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 142 shares | $21,422 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 514 shares | $21,403 |
| UNION PAC CORP COM | Stock | 907818108 | — | 79 shares | $21,402 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 1,133 shares | $21,402 |
| BORGWARNER INC COM | Stock | 099724106 | — | 356 shares | $21,399 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 307 shares | $21,392 |
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | M87915274 | — | 94 shares | $21,378 |
| SUNBELT RENTALS HOLDINGS INC SHS | Stock | 866966104 | — | 292 shares | $21,377 |
| HUMANA INC COM | Stock | 444859102 | — | 56 shares | $21,368 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 109 shares | $21,355 |
| NAVIENT CORPORATION COM | Stock | 63938C108 | — | 2,353 shares | $21,342 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 66 shares | $21,336 |
| NUVEEN FLOATING RATE INCOME FD COM | CEF | 67072T108 | — | 2,866 shares | $21,323 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 219 shares | $21,315 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 67 shares | $21,314 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 143 shares | $21,314 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 49 shares | $21,312 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 101 shares | $21,305 |
| NOVOCURE LTD ORD SHS | Stock | G6674U108 | — | 1,335 shares | $21,293 |
| TESLA INC COM | Stock | 88160R101 | — | 60 shares | $21,289 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 575 shares | $21,287 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 630 shares | $21,281 |
| TEVA PHARMACEUTICAL INDS LTD SHS | ADR | M8769Q102 | — | 537 shares | $21,265 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 107 shares | $21,261 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 60 shares | $21,251 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 149 shares | $21,244 |
| NOV INC COM | Stock | 62955J103 | — | 1,134 shares | $21,240 |
| COPA HOLDINGS SA CL A | Stock | P31076105 | — | 161 shares | $21,228 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 246 shares | $21,227 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 89 shares | $21,208 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 115 shares | $21,205 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 33 shares | $21,203 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 223 shares | $21,196 |
| AMAZON COM INC COM | Stock | 023135106 | — | 85 shares | $21,178 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 43 shares | $21,171 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 129 shares | $21,146 |
| FB FINL CORP COM | Stock | 30257X104 | — | 409 shares | $21,145 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 496 shares | $21,144 |
| HILTON GRAND VACATIONS INC COM | Stock | 43283X105 | — | 610 shares | $21,143 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 238 shares | $21,142 |
| KIRBY CORP COM | Stock | 497266106 | — | 161 shares | $21,131 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 28 shares | $21,126 |
| DEFINIUM THERAPEUTICS INC COM SHS | Stock | 24477V105 | — | 555 shares | $21,123 |
| SK TELECOM CO LTD SPONSORED ADR | ADR | 78440P306 | — | 605 shares | $21,121 |
| THE CAMPBELLS COMPANY COM | Stock | 134429109 | — | 1,065 shares | $21,119 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 58 shares | $21,114 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | — | 95 shares | $21,113 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | — | 168 shares | $21,113 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 97 shares | $21,112 |
| HANCOCK WHITNEY CORPORATION COM | Stock | 410120109 | — | 293 shares | $21,108 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 230 shares | $21,093 |
| KKR & CO INC COM | Stock | 48251W104 | — | 231 shares | $21,090 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 218 shares | $21,087 |
| US BANCORP COM NEW | Stock | 902973304 | — | 365 shares | $21,082 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 762 shares | $21,062 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 200 shares | $21,048 |
| ESSENT GROUP LTD COM | Stock | G3198U102 | — | 363 shares | $21,021 |
| CENCORA INC COM | Stock | 03073E105 | — | 70 shares | $21,018 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 485 shares | $21,015 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | — | 272 shares | $21,012 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 78 shares | $21,012 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 258 shares | $20,999 |
| PROTAGONIST THERAPEUTICS INC COM | Stock | 74366E102 | — | 149 shares | $20,993 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 39 shares | $20,980 |
| CNX RES CORP COM | Stock | 12653C108 | — | 673 shares | $20,977 |
| EVENTIDE US MARKET ETF | ETF | 86280R787 | — | 692 shares | $20,933 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 42 shares | $20,914 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 961 shares | $20,912 |
| SIMMONS FIRST NATL CORP CL A $1 PAR | Stock | 828730200 | — | 926 shares | $20,909 |
| AUTODESK INC COM | Stock | 052769106 | — | 100 shares | $20,900 |