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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) |
|---|---|---|---|---|---|
| SALESFORCE INC COM | Stock | 79466L302 | — | 30 shares | $6,887 |
| XYLEM INC COM | Stock | 98419M100 | — | 68 shares | $6,886 |
| JABIL INC COM | Stock | 466313103 | — | 24 shares | $6,885 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 24 shares | $6,884 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 182 shares | $6,881 |
| REVVITY INC COM | Stock | 714046109 | — | 45 shares | $6,880 |
| NEOGEN CORP COM | Stock | 640491106 | — | 537 shares | $6,874 |
| KFORCE INC COM | Stock | 493732101 | — | 131 shares | $6,872 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 31 shares | $6,870 |
| ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | ETF | 464288794 | — | 39 shares | $6,869 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 31 shares | $6,868 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 265 shares | $6,866 |
| YORK WTR CO COM | Stock | 987184108 | — | 224 shares | $6,859 |
| TRUSTMARK CORP COM | Stock | 898402102 | — | 153 shares | $6,859 |
| BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | Stock | 11285B108 | — | 243 shares | $6,857 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 189 shares | $6,857 |
| PAPA JOHNS INTL INC COM | Stock | 698813102 | — | 348 shares | $6,857 |
| HEALTHCARE RLTY TR CL A COM | REIT | 42226K105 | — | 386 shares | $6,848 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 80 shares | $6,848 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 48 shares | $6,843 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 21 shares | $6,842 |
| INNODATA INC COM NEW | Stock | 457642205 | — | 104 shares | $6,839 |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | Stock | 741623102 | — | 359 shares | $6,839 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 214 shares | $6,837 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 95 shares | $6,835 |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 74251V102 | — | 61 shares | $6,830 |
| FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | ETF | 52468L406 | — | 165 shares | $6,828 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 249 shares | $6,823 |
| ALPHA & OMEGA SEMICONDUCTOR LT SHS | Stock | G6331P104 | — | 248 shares | $6,820 |
| ELBIT SYS LTD ORD | Stock | M3760D101 | — | 10 shares | $6,820 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 51 shares | $6,820 |
| CAE INC COM | Stock | 124765108 | — | 284 shares | $6,819 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 361 shares | $6,819 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 30 shares | $6,810 |
| MADISON SQUARE GARDEN ENTMT COM CL A | Stock | 558256103 | — | 85 shares | $6,809 |
| SUNBELT RENTALS HOLDINGS INC SHS | Stock | 866966104 | — | 93 shares | $6,809 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 124 shares | $6,808 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 198 shares | $6,807 |
| BRITISH AMERN TOB PLC SPONSORED ADR | ADR | 110448107 | — | 125 shares | $6,800 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 7 shares | $6,799 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | Stock | V5633W109 | — | 144 shares | $6,797 |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | ETF | 46434G889 | — | 95 shares | $6,796 |
| BROOKDALE SR LIVING INC COM | Stock | 112463104 | — | 627 shares | $6,790 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 45 shares | $6,789 |
| ZSCALER INC COM | Stock | 98980G102 | — | 34 shares | $6,780 |
| LITTELFUSE INC COM | Stock | 537008104 | — | 16 shares | $6,780 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 262 shares | $6,777 |
| PROSHARES VIX SHORT-TERM FUTURES ETF | ETF | 74347Y730 | — | 400 shares | $6,776 |
| UNIVERSAL INS HLDGS INC COM | Stock | 91359V107 | — | 161 shares | $6,776 |
| CRYOPORT INC COM PAR $0.001 | Stock | 229050307 | — | 389 shares | $6,769 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 115 shares | $6,769 |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 113004105 | — | 152 shares | $6,768 |
| TOOTSIE ROLL INDS INC COM | Stock | 890516107 | — | 180 shares | $6,763 |
| ZENTALIS PHARMACEUTICALS INC COM | Stock | 98943L107 | — | 2,442 shares | $6,763 |
| PUBMATIC INC COM CL A | Stock | 74467Q103 | — | 361 shares | $6,762 |
| MOVADO GROUP INC COM | Stock | 624580106 | — | 203 shares | $6,756 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 156 shares | $6,749 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 42 shares | $6,747 |
| COMMVAULT SYS INC COM | Stock | 204166102 | — | 45 shares | $6,746 |
| ALLEGIANT TRAVEL CO COM | Stock | 01748X102 | — | 89 shares | $6,745 |
| SIMULATIONS PLUS INC COM | Stock | 829214105 | — | 366 shares | $6,745 |
| BRUNSWICK CORP COM | Stock | 117043109 | — | 105 shares | $6,745 |
| PAGSEGURO DIGITAL LTD COM CL A | Stock | G68707101 | — | 757 shares | $6,737 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 57 shares | $6,737 |
| CGI INC CL A SUB VTG | Stock | 12532H104 | — | 99 shares | $6,735 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | Stock | 00650F109 | — | 233 shares | $6,734 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 76 shares | $6,733 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 78 shares | $6,733 |
| CVR ENERGY INC COM | Stock | 12662P108 | — | 132 shares | $6,731 |
| ORACLE CORP COM | Stock | 68389X105 | — | 49 shares | $6,728 |
| RAYONIER INC COM | REIT | 754907103 | — | 366 shares | $6,728 |
| DYCOM INDS INC COM | Stock | 267475101 | — | 25 shares | $6,727 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 199 shares | $6,722 |
| HIMALAYA SHIPPING LTD ORD SHS | Stock | G4660A103 | — | 387 shares | $6,722 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 158 shares | $6,721 |
| AES CORP COM | Stock | 00130H105 | — | 451 shares | $6,720 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 18 shares | $6,720 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 14 shares | $6,717 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 168 shares | $6,717 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 73 shares | $6,716 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 69 shares | $6,716 |
| GARTNER INC COM | Stock | 366651107 | — | 36 shares | $6,715 |
| OKEANIS ECO TANKERS COR SHS | Stock | Y64177101 | — | 83 shares | $6,713 |
| KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF | ETF | 500767645 | — | 243 shares | $6,711 |
| KOPPERS HOLDINGS INC COM | Stock | 50060P106 | — | 147 shares | $6,702 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 161 shares | $6,701 |
| CARTERS INC COM | Stock | 146229109 | — | 214 shares | $6,700 |
| CACI INTL INC CL A | Stock | 127190304 | — | 11 shares | $6,700 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 57 shares | $6,699 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 461 shares | $6,698 |
| ALKAMI TECHNOLOGY INC COM | Stock | 01644J108 | — | 489 shares | $6,694 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 11 shares | $6,693 |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ETF | 381430107 | — | 146 shares | $6,693 |
| AMERISAFE INC COM | Stock | 03071H100 | — | 283 shares | $6,687 |
| YUM BRANDS INC COM | Stock | 988498101 | — | 49 shares | $6,681 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 173 shares | $6,678 |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | 02390A101 | — | 315 shares | $6,675 |
| FIDELITY DISRUPTIVE COMMUNICATIONS ETF | ETF | 316092162 | — | 130 shares | $6,675 |
| Financial Select Sector SPDR ETF | ETF | 81369Y605 | — | 125 shares | $6,675 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 18 shares | $6,674 |