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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) |
|---|---|---|---|---|---|
| STATE STREET SPDR S&P DIVIDEND ETF | ETF | 78464A763 | — | 97 shares | $14,209 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 60 shares | $14,207 |
| PEPSICO INC COM | Stock | 713448108 | — | 112 shares | $14,193 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 51 shares | $14,190 |
| SEMPRA COM | Stock | 816851109 | — | 182 shares | $14,189 |
| INGREDION INC COM | Stock | 457187102 | — | 148 shares | $14,180 |
| DIGI INTL INC COM | Stock | 253798102 | — | 186 shares | $14,179 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 306 shares | $14,168 |
| ONEOK INC COM | Stock | 30609A109 | — | 166 shares | $14,155 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 131 shares | $14,153 |
| AUTOZONE INC COM | Stock | 053332102 | — | 5 shares | $14,150 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 93 shares | $14,139 |
| WALMART INC COM | Stock | 931142103 | — | 136 shares | $14,133 |
| METALLA RTY & STREAMING LTD COM NEW | Stock | 59124U605 | — | 1,500 shares | $14,130 |
| WOODWARD INC COM | Stock | 980745103 | — | 43 shares | $14,129 |
| RYDER SYS INC COM | Stock | 783549108 | — | 62 shares | $14,127 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 60 shares | $14,126 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 62 shares | $14,125 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 576 shares | $14,106 |
| SPS COMM INC COM | Stock | 78463M107 | — | 171 shares | $14,097 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 343 shares | $14,097 |
| OLIN CORP COM PAR $1 | Stock | 680665205 | — | 909 shares | $14,090 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 38 shares | $14,089 |
| ENPRO INC COM | Stock | 29355X107 | — | 46 shares | $14,088 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 128 shares | $14,079 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 128 shares | $14,079 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 151 shares | $14,073 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 231 shares | $14,068 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 49 shares | $14,055 |
| MILLER INDS INC TENN COM NEW | Stock | 600551204 | — | 267 shares | $14,047 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 | — | 297 shares | $14,045 |
| TIC SOLUTIONS INC COM | Stock | 00510N102 | — | 1,688 shares | $14,044 |
| TWILIO INC CL A | Stock | 90138F102 | — | 48 shares | $14,038 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 57 shares | $14,036 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 42 shares | $14,034 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 53 shares | $14,031 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 43 shares | $14,021 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 76 shares | $14,014 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 1,569 shares | $14,011 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 200 shares | $14,009 |
| ECOLAB INC COM | Stock | 278865100 | — | 51 shares | $14,004 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 521 shares | $14,001 |
| CARIS LIFE SCIENCES INC COM | Stock | 142152107 | — | 457 shares | $13,998 |
| IDT CORP CL B NEW | Stock | 448947507 | — | 175 shares | $13,995 |
| GRAYSCALE ETHEREUM STAKING ETF | ETF | 389638107 | — | 653 shares | $13,988 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 130 shares | $13,980 |
| SPROUT SOCIAL INC COM CL A | Stock | 85209W109 | — | 1,430 shares | $13,971 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 59 shares | $13,970 |
| SK TELECOM CO LTD SPONSORED ADR | ADR | 78440P306 | — | 400 shares | $13,964 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 148 shares | $13,959 |
| PACCAR INC COM | Stock | 693718108 | — | 127 shares | $13,946 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 46 shares | $13,946 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 | — | 134 shares | $13,943 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 48 shares | $13,941 |
| FIRSTSERVICE CORP NEW COM | Stock | 33767E202 | — | 109 shares | $13,939 |
| NORTHWEST BANCSHARES INC COM | Stock | 667340103 | — | 939 shares | $13,935 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 731 shares | $13,926 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 289 shares | $13,921 |
| AERCAP HOLDINGS NV SHS | Stock | N00985106 | — | 97 shares | $13,921 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 622 shares | $13,920 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | ETF | 45782C417 | — | 316 shares | $13,920 |
| SANDISK CORP COM | Stock | 80004C200 | — | 8 shares | $13,919 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 84 shares | $13,915 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 181 shares | $13,913 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 | — | 39 shares | $13,904 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 435 shares | $13,898 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 | — | 50 shares | $13,895 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 88 shares | $13,883 |
| COMMUNITY FINANCIAL SYSTEM INC COM | Stock | 203607106 | — | 233 shares | $13,873 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 288 shares | $13,873 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 45 shares | $13,865 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 87 shares | $13,865 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 51 shares | $13,863 |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 92204A108 | — | 38 shares | $13,858 |
| UNITIL CORP COM | Stock | 913259107 | — | 273 shares | $13,857 |
| MACERICH CO COM | REIT | 554382101 | — | 619 shares | $13,841 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 618 shares | $13,837 |
| SYNDAX PHARMACEUTICALS INC COM | Stock | 87164F105 | — | 736 shares | $13,837 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 433 shares | $13,834 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 97 shares | $13,830 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 148 shares | $13,829 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 8 shares | $13,828 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 171 shares | $13,827 |
| MUELLER INDS INC COM | Stock | 624756102 | — | 228 shares | $13,819 |
| CITI TRENDS INC COM | Stock | 17306X102 | — | 268 shares | $13,818 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 119 shares | $13,811 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 117 shares | $13,810 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 105 shares | $13,809 |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | ETF | 78464A839 | — | 156 shares | $13,808 |
| EVERGY INC COM | Stock | 30034W106 | — | 176 shares | $13,805 |
| PACER DATA AND DIGITAL REVOLUTION ETF | ETF | 69374H386 | — | 137 shares | $13,803 |
| KANZHUN LIMITED SPONSORED ADS | ADR | 48553T106 | — | 933 shares | $13,803 |
| COUPANG INC CL A | Stock | 22266T109 | — | 995 shares | $13,801 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 61 shares | $13,797 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 269 shares | $13,792 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 78464A409 | — | 112 shares | $13,785 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 315 shares | $13,784 |
| BOK FINL CORP COM NEW | Stock | 05561Q201 | — | 109 shares | $13,778 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 1,025 shares | $13,776 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 106 shares | $13,768 |