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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) |
|---|---|---|---|---|---|
| MERIT MED SYS INC COM | Stock | 589889104 | — | 201 shares | $17,332 |
| LOWES COS INC COM | Stock | 548661107 | — | 94 shares | $17,323 |
| XYLEM INC COM | Stock | 98419M100 | — | 171 shares | $17,317 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 220 shares | $17,310 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 373 shares | $17,307 |
| ATLANTIC UN BANKSHARES CORP COM | Stock | 04911A107 | — | 456 shares | $17,305 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 795 shares | $17,299 |
| BXP INC COM | REIT | 101121101 | — | 283 shares | $17,294 |
| ZIONS BANCORPORATION NATL ASSN COM | Stock | 989701107 | — | 276 shares | $17,291 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 934 shares | $17,279 |
| NORTHWEST BANCSHARES INC COM | Stock | 667340103 | — | 1,164 shares | $17,274 |
| LIBERTY GLOBAL LTD COM CL A | Stock | G61188101 | — | 1,892 shares | $17,274 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 230 shares | $17,273 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 174 shares | $17,271 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 712 shares | $17,266 |
| ARGENX SE SPONSORED ADR | ADR | 04016X101 | — | 18 shares | $17,260 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 76 shares | $17,252 |
| PETROLEO BRASILEIRO S A SPONSORED ADR | ADR | 71654V408 | — | 826 shares | $17,239 |
| EVERTEC INC COM | Stock | 30040P103 | — | 639 shares | $17,221 |
| TIMOTHY PLAN US LARGE/MID CAP CORE ETF | ETF | 887432359 | — | 356 shares | $17,210 |
| BEONE MEDICINES LTD SPONSORED ADS | ADR | 07725L102 | — | 47 shares | $17,199 |
| GLOBAL X RUSSELL 2000 COVERED CALL ETF | ETF | 37954Y459 | — | 1,111 shares | $17,187 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 197 shares | $17,167 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 245 shares | $17,160 |
| VIKING HOLDINGS LTD ORD SHS | Stock | G93A5A101 | — | 219 shares | $17,154 |
| NEOGENOMICS INC COM NEW | Stock | 64049M209 | — | 934 shares | $17,148 |
| MADRIGAL PHARMACEUTICALS INC COM | Stock | 558868105 | — | 34 shares | $17,135 |
| WESTLAKE CORPORATION COM | Stock | 960413102 | — | 275 shares | $17,135 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 77 shares | $17,133 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 77 shares | $17,133 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 412 shares | $17,132 |
| WEBULL CORP ORD SHS | Stock | G9572D103 | — | 2,456 shares | $17,118 |
| HP INC COM | Stock | 40434L105 | — | 547 shares | $17,110 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 315 shares | $17,105 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 44 shares | $17,098 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 81 shares | $17,097 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 710 shares | $17,097 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 194 shares | $17,080 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 1,684 shares | $17,076 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 147 shares | $17,061 |
| KENNAMETAL INC COM | Stock | 489170100 | — | 555 shares | $17,061 |
| CACI INTL INC CL A | Stock | 127190304 | — | 28 shares | $17,055 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 223 shares | $17,048 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 229 shares | $17,042 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 169 shares | $17,042 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 410 shares | $17,031 |
| TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | ETF | 887432326 | — | 420 shares | $17,021 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 469 shares | $17,015 |
| INDEPENDENT BK CORP MASS COM | Stock | 453836108 | — | 219 shares | $17,005 |
| PARK HOTELS & RESORTS INC COM | REIT | 700517105 | — | 1,102 shares | $16,993 |
| BALCHEM CORP COM | Stock | 057665200 | — | 103 shares | $16,991 |
| AUTOZONE INC COM | Stock | 053332102 | — | 6 shares | $16,980 |
| LOGITECH INTL S A SHS | Stock | H50430232 | — | 168 shares | $16,966 |
| CORNING INC COM | Stock | 219350105 | — | 110 shares | $16,964 |
| Utilities Select Sector SPDR ETF | ETF | 81369Y886 | — | 430 shares | $16,959 |
| ASTRAZENECA PLC ORD | ADR | G0593M107 | — | 105 shares | $16,954 |
| BIOGEN INC COM | Stock | 09062X103 | — | 75 shares | $16,941 |
| TIM S A SPONSORED ADR | ADR | 88706T108 | — | 949 shares | $16,933 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 111 shares | $16,932 |
| BADGER METER INC COM | Stock | 056525108 | — | 137 shares | $16,925 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 79 shares | $16,915 |
| XYLEM INC COM | Stock | 98419M100 | — | 167 shares | $16,912 |
| NOBLE CORP PLC ORD SHS A | Stock | G65431127 | — | 405 shares | $16,905 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 755 shares | $16,904 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 118 shares | $16,902 |
| LAKELAND FINL CORP COM | Stock | 511656100 | — | 293 shares | $16,894 |
| EXPONENT INC COM | Stock | 30214U102 | — | 258 shares | $16,878 |
| IMMIX BIOPHARMA INC COM | Stock | 45258H106 | — | 1,621 shares | $16,867 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 | — | 101 shares | $16,865 |
| STMICROELECTRONICS N V NY REGISTRY | ADR | 861012102 | — | 316 shares | $16,862 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 219 shares | $16,854 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | — | 170 shares | $16,844 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 148 shares | $16,839 |
| KASPI KZ JSC SPONSORED ADS | ADR | 48581R205 | — | 179 shares | $16,837 |
| TELUS CORPORATION COM | Stock | 87971M103 | — | 2,006 shares | $16,830 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 216 shares | $16,819 |
| ALKERMES PLC SHS | Stock | G01767105 | — | 415 shares | $16,816 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 150 shares | $16,814 |
| NAPCO SEC TECHNOLOGIES INC COM | Stock | 630402105 | — | 472 shares | $16,813 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 148 shares | $16,810 |
| RALLIANT CORP COM | Stock | 750940108 | — | 243 shares | $16,808 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 1,327 shares | $16,800 |
| VIRTUS ARTIFICIAL INTELLIGENCE COM | CEF | 92838Y100 | — | 675 shares | $16,787 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | 78464A375 | — | 520 shares | $16,786 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 510 shares | $16,779 |
| RPM INTL INC COM | Stock | 749685103 | — | 170 shares | $16,774 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 247 shares | $16,768 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 137 shares | $16,763 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 88 shares | $16,760 |
| KOREA ELEC PWR CORP SPONSORED ADR | ADR | 500631106 | — | 1,529 shares | $16,758 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 380 shares | $16,758 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 521 shares | $16,755 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 125 shares | $16,751 |
| GRIFFON CORP COM | Stock | 398433102 | — | 180 shares | $16,747 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 | — | 332 shares | $16,739 |
| LIBERTY LATIN AMERICA LTD COM CL C | Stock | G9001E128 | — | 2,036 shares | $16,736 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 181 shares | $16,717 |
| BIOGEN INC COM | Stock | 09062X103 | — | 74 shares | $16,715 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 32 shares | $16,710 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 32 shares | $16,710 |