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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) |
|---|---|---|---|---|---|
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 1,030 shares | $12,885 |
| LINDE PLC SHS | Stock | G54950103 | — | 27 shares | $12,853 |
| APPLE HOSPITALITY REIT INC COM NEW | REIT | 03784Y200 | — | 795 shares | $12,847 |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | ETF | 45782C532 | — | 300 shares | $12,847 |
| TELEFONICA BRASIL SA SPONSORED ADS | ADR | 87936R205 | — | 1,122 shares | $12,847 |
| VERICEL CORP COM | Stock | 92346J108 | — | 320 shares | $12,845 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 15 shares | $12,844 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 189 shares | $12,837 |
| BXP INC COM | REIT | 101121101 | — | 210 shares | $12,833 |
| EBAY INC. COM | Stock | 278642103 | — | 121 shares | $12,832 |
| ADIENT PLC ORD SHS | Stock | G0084W101 | — | 762 shares | $12,832 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 150 shares | $12,831 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 104 shares | $12,828 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 63 shares | $12,826 |
| TRIP COM GROUP LTD ADS | ADR | 89677Q107 | — | 328 shares | $12,825 |
| CVB FINL CORP COM | Stock | 126600105 | — | 593 shares | $12,815 |
| FASTENAL CO COM | Stock | 311900104 | — | 259 shares | $12,814 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 61 shares | $12,802 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 26 shares | $12,786 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 591 shares | $12,777 |
| EMERA INC COM | Stock | 290876101 | — | 267 shares | $12,771 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 460 shares | $12,765 |
| IBEX LTD SHS NEW | Stock | G4690M101 | — | 295 shares | $12,762 |
| HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | Convertible Preferred | 42824C208 | — | 78 shares | $12,758 |
| NISOURCE INC COM | Stock | 65473P105 | — | 327 shares | $12,753 |
| FRANKLIN ELEC INC COM | Stock | 353514102 | — | 133 shares | $12,753 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 292 shares | $12,746 |
| CADRE HLDGS INC COM | Stock | 12763L105 | — | 508 shares | $12,746 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 14 shares | $12,745 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 46 shares | $12,741 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 999 shares | $12,737 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 88 shares | $12,727 |
| NUSCALE PWR CORP CL A COM | Stock | 67079K100 | — | 1,611 shares | $12,727 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 98 shares | $12,724 |
| CADELER A S SPON ADR | ADR | 12738K109 | — | 581 shares | $12,718 |
| SNAP ON INC COM | Stock | 833034101 | — | 35 shares | $12,717 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 286 shares | $12,716 |
| INTEGRA RES CORP COM | Stock | 45826T509 | — | 4,947 shares | $12,714 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 306 shares | $12,714 |
| INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 459506101 | — | 152 shares | $12,706 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 563 shares | $12,701 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 48 shares | $12,700 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 947 shares | $12,699 |
| WEIS MKTS INC COM | Stock | 948849104 | — | 174 shares | $12,699 |
| INVESCO CEF INCOME COMPOSITE ETF | ETF | 46138E404 | — | 656 shares | $12,694 |
| EATON VANCE LIMITED DURATION I COM | CEF | 27828H105 | — | 1,500 shares | $12,675 |
| MAGNA INTL INC COM | Stock | 559222401 | — | 199 shares | $12,670 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 46 shares | $12,668 |
| FRANKLIN ELEC INC COM | Stock | 353514102 | — | 132 shares | $12,657 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 327 shares | $12,655 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 309 shares | $12,647 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 69 shares | $12,646 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 44952J104 | — | 981 shares | $12,645 |
| CRA INTL INC COM | Stock | 12618T105 | — | 77 shares | $12,640 |
| ISHARES ETHEREUM TRUST ETF | ETF | 46438R204 | — | 628 shares | $12,635 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 41 shares | $12,633 |
| KINDER MORGAN INC DEL COM | Stock | 49456B101 | — | 419 shares | $12,632 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 208 shares | $12,632 |
| ARMOUR RESIDENTIAL REIT INC COM SHS | REIT | 042315705 | — | 913 shares | $12,629 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 57 shares | $12,628 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 99 shares | $12,628 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 13 shares | $12,626 |
| FMC CORP COM NEW | Stock | 302491303 | — | 1,415 shares | $12,622 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 307 shares | $12,618 |
| AECOM COM | Stock | 00766T100 | — | 214 shares | $12,615 |
| BRADY CORP CL A | Stock | 104674106 | — | 151 shares | $12,607 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 349 shares | $12,606 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 46 shares | $12,602 |
| TRAVERE THERAPEUTICS INC COM | Stock | 89422G107 | — | 214 shares | $12,600 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 146 shares | $12,598 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 46 shares | $12,597 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 523 shares | $12,594 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 166 shares | $12,593 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | 808524730 | — | 300 shares | $12,564 |
| AES CORP COM | Stock | 00130H105 | — | 843 shares | $12,561 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 215 shares | $12,558 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 262 shares | $12,550 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 365 shares | $12,549 |
| TELEFONICA BRASIL SA SPONSORED ADS | ADR | 87936R205 | — | 1,096 shares | $12,548 |
| FRANKLIN FTSE JAPAN ETF | ETF | 35473P744 | — | 303 shares | $12,544 |
| CVR ENERGY INC COM | Stock | 12662P108 | — | 246 shares | $12,544 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 180 shares | $12,542 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 114 shares | $12,539 |
| TARGET CORP COM | Stock | 87612E106 | — | 80 shares | $12,535 |
| NORTHERN TR CORP COM | Stock | 665859104 | — | 74 shares | $12,533 |
| POST HLDGS INC COM | Stock | 737446104 | — | 172 shares | $12,530 |
| VIASAT INC COM | Stock | 92552V100 | — | 178 shares | $12,528 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 13 shares | $12,527 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | 808524730 | — | 299 shares | $12,519 |
| DIANA SHIPPING INC COM | Stock | Y2066G104 | — | 4,550 shares | $12,513 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 301 shares | $12,510 |
| COCA COLA CONS INC COM | Stock | 191098102 | — | 66 shares | $12,492 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 236 shares | $12,487 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 61 shares | $12,487 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 153 shares | $12,480 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 200 shares | $12,480 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 129 shares | $12,478 |
| QORVO INC COM | Stock | 74736K101 | — | 109 shares | $12,478 |
| UNITI GROUP LLC COM SHS | REIT | 912932100 | — | 1,488 shares | $12,469 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 217 shares | $12,464 |