EverSource Wealth Advisors, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5T
Holdings
4,322
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (4,322 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | AMCRAMCOR PLC ORD | 201,053 | $1.6B | 0.07% | |
| 202 | TPIFTIMOTHY PLAN INTERNATIONAL ETF | 49,173 | $1.6B | 0.06% | |
| 203 | CATCATERPILLAR INC COM | 3,413 | $1.6B | 0.06% | |
| 204 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 15,217 | $1.6B | 0.06% | |
| 205 | SYFIAB SHORT DURATION HIGH YIELD ETF | 44,920 | $1.6B | 0.06% | |
| 206 | MPCMARATHON PETE CORP COM | 8,391 | $1.6B | 0.06% | |
| 207 | SDYSPDR S&P DIVIDEND ETF | 11,528 | $1.6B | 0.06% | |
| 208 | SCHWSCHWAB CHARLES CORP COM | 16,877 | $1.6B | 0.06% | |
| 209 | CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 47,068 | $1.6B | 0.06% | |
| 210 | BCBRUNSWICK CORP COM | 25,414 | $1.6B | 0.06% | |
| 211 | AMDADVANCED MICRO DEVICES INC COM | 9,915 | $1.6B | 0.06% | |
| 212 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 8,401 | $1.6B | 0.06% | |
| 213 | 4I1PHILIP MORRIS INTL INC COM | 9,783 | $1.6B | 0.06% | |
| 214 | ARKBARK 21SHARES BITCOIN ETF | 41,259 | $1.6B | 0.06% | |
| 215 | CBCHUBB LIMITED COM | 5,544 | $1.6B | 0.06% | |
| 216 | AXPAMERICAN EXPRESS CO COM | 4,706 | $1.6B | 0.06% | |
| 217 | PEPPEPSICO INC COM | 11,070 | $1.6B | 0.06% | |
| 218 | ANETARISTA NETWORKS INC COM SHS | 10,668 | $1.6B | 0.06% | |
| 219 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 58,661 | $1.5B | 0.06% | |
| 220 | OEFISHARES S&P 100 ETF | 4,522 | $1.5B | 0.06% | |
| 221 | KLACKLA CORP COM NEW | 1,390 | $1.5B | 0.06% | |
| 222 | TJXTJX COS INC NEW COM | 10,324 | $1.5B | 0.06% | |
| 223 | INTCINTEL CORP COM | 44,090 | $1.5B | 0.06% | |
| 224 | RBLXROBLOX CORP CL A | 10,629 | $1.5B | 0.06% | |
| 225 | SPYMSPDR PORTFOLIO S&P 500 ETF | 18,602 | $1.5B | 0.06% | |
| 226 | DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 40,557 | $1.4B | 0.06% | |
| 227 | AVLVAVANTIS U.S. LARGE CAP VALUE ETF | 20,002 | $1.4B | 0.06% | |
| 228 | MUMICRON TECHNOLOGY INC COM | 8,630 | $1.4B | 0.06% | |
| 229 | VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | 29,201 | $1.4B | 0.06% | |
| 230 | QCOMQUALCOMM INC COM | 8,640 | $1.4B | 0.06% | |
| 231 | ADBEADOBE INC COM | 4,069 | $1.4B | 0.06% | |
| 232 | SLViShares Silver Trust ETF | 33,850 | $1.4B | 0.06% | |
| 233 | PNCPNC FINL SVCS GROUP INC COM | 6,923 | $1.4B | 0.06% | |
| 234 | IJRISHARES CORE S&P SMALL CAP ETF | 11,704 | $1.4B | 0.06% | |
| 235 | GDGENERAL DYNAMICS CORP COM | 4,036 | $1.4B | 0.05% | |
| 236 | NOWSERVICENOW INC COM | 1,492 | $1.4B | 0.05% | |
| 237 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 13,563 | $1.4B | 0.05% | |
| 238 | UNPUNION PAC CORP COM | 5,759 | $1.4B | 0.05% | |
| 239 | LRCXLAM RESEARCH CORP COM NEW | 10,153 | $1.4B | 0.05% | |
| 240 | MCDMCDONALDS CORP COM | 4,433 | $1.3B | 0.05% | |
| 241 | ARMARM HOLDINGS PLC SPONSORED ADS | 9,509 | $1.3B | 0.05% | |
| 242 | SCHPSCHWAB US TIPS ETF | 49,877 | $1.3B | 0.05% | |
| 243 | OXYOCCIDENTAL PETE CORP COM | 28,442 | $1.3B | 0.05% | |
| 244 | VLOVALERO ENERGY CORP COM | 7,888 | $1.3B | 0.05% | |
| 245 | IWDISHARES RUSSELL 1000 VALUE ETF | 6,584 | $1.3B | 0.05% | |
| 246 | IVEISHARES S&P 500 VALUE ETF | 6,479 | $1.3B | 0.05% | |
| 247 | RSGREPUBLIC SVCS INC COM | 5,825 | $1.3B | 0.05% | |
| 248 | BITUPROSHARES ULTRA BITCOIN ETF | 25,007 | $1.3B | 0.05% | |
| 249 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 57,186 | $1.3B | 0.05% | |
| 250 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 13,035 | $1.3B | 0.05% | |
| 251 | BKNGBOOKING HOLDINGS INC COM | 245 | $1.3B | 0.05% | |
| 252 | COFCAPITAL ONE FINL CORP COM | 6,206 | $1.3B | 0.05% | |
| 253 | ESUMEVENTIDE US MARKET ETF | 48,237 | $1.3B | 0.05% | |
| 254 | ARKKARK INNOVATION ETF | 15,179 | $1.3B | 0.05% | |
| 255 | SCHBSCHWAB U.S. BROAD MARKET ETF | 50,881 | $1.3B | 0.05% | |
| 256 | NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF | 56,424 | $1.3B | 0.05% | |
| 257 | VOTVANGUARD MID-CAP GROWTH ETF | 4,407 | $1.3B | 0.05% | |
| 258 | IUSBISHARES CORE TOTAL USD BOND MARKET ETF | 27,628 | $1.3B | 0.05% | |
| 259 | VOVANGUARD MID-CAP ETF | 4,366 | $1.3B | 0.05% | |
| 260 | IBMINTERNATIONAL BUSINESS MACHS COM | 4,495 | $1.3B | 0.05% | |
| 261 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 26,854 | $1.3B | 0.05% | |
| 262 | VXFVANGUARD EXTENDED MARKET ETF | 6,003 | $1.3B | 0.05% | |
| 263 | TTTRANE TECHNOLOGIES PLC SHS | 2,966 | $1.3B | 0.05% | |
| 264 | TRVCCITIGROUP INC COM NEW | 12,280 | $1.2B | 0.05% | |
| 265 | BUFRFT VEST LADDERED BUFFER ETF | 37,175 | $1.2B | 0.05% | |
| 266 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 50,807 | $1.2B | 0.05% | |
| 267 | CVSCVS HEALTH CORP COM | 16,255 | $1.2B | 0.05% | |
| 268 | MRSHMARSH & MCLENNAN COS INC COM | 6,020 | $1.2B | 0.05% | |
| 269 | XLEEnergy Select Sector SPDR ETF | 13,423 | $1.2B | 0.05% | |
| 270 | PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 76,090 | $1.2B | 0.05% | |
| 271 | ORLYOREILLY AUTOMOTIVE INC COM | 11,044 | $1.2B | 0.05% | |
| 272 | TLTISHARES 20 YEAR TREASURY BOND ETF | 13,322 | $1.2B | 0.05% | |
| 273 | HALHALLIBURTON CO COM | 48,370 | $1.2B | 0.05% | |
| 274 | ETNEATON CORP PLC SHS | 3,172 | $1.2B | 0.05% | |
| 275 | DUKDUKE ENERGY CORP NEW COM NEW | 9,559 | $1.2B | 0.05% | |
| 276 | PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 39,609 | $1.2B | 0.05% | |
| 277 | ESGUISHARES ESG AWARE MSCI USA ETF | 8,045 | $1.2B | 0.05% | |
| 278 | XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 30,757 | $1.2B | 0.05% | |
| 279 | LMTLOCKHEED MARTIN CORP COM | 2,301 | $1.1B | 0.05% | |
| 280 | PKGPACKAGING CORP AMER COM | 5,269 | $1.1B | 0.05% | |
| 281 | DGXQUEST DIAGNOSTICS INC COM | 6,023 | $1.1B | 0.05% | |
| 282 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 13,641 | $1.1B | 0.05% | |
| 283 | WMBWILLIAMS COS INC COM | 17,940 | $1.1B | 0.04% | |
| 284 | ISMDINSPIRE SMALL/MID CAP ETF | 29,049 | $1.1B | 0.04% | |
| 285 | IWMISHARES RUSSELL 2000 ETF | 4,661 | $1.1B | 0.04% | |
| 286 | UBERUBER TECHNOLOGIES INC COM | 11,499 | $1.1B | 0.04% | |
| 287 | SCHZSCHWAB US AGGREGATE BOND ETF | 47,790 | $1.1B | 0.04% | |
| 288 | CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 30,416 | $1.1B | 0.04% | |
| 289 | BACVERIZON COMMUNICATIONS INC COM | 25,186 | $1.1B | 0.04% | |
| 290 | APHAMPHENOL CORP NEW CL A | 8,892 | $1.1B | 0.04% | |
| 291 | PSXPHILLIPS 66 COM | 8,088 | $1.1B | 0.04% | |
| 292 | GMGENERAL MTRS CO COM | 18,003 | $1.1B | 0.04% | |
| 293 | NOCNORTHROP GRUMMAN CORP COM | 1,781 | $1.1B | 0.04% | |
| 294 | BABOEING CO COM | 5,031 | $1.1B | 0.04% | |
| 295 | AJGGALLAGHER ARTHUR J & CO COM | 3,471 | $1.1B | 0.04% | |
| 296 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 42,680 | $1.1B | 0.04% | |
| 297 | INCYINCYTE CORP COM | 12,622 | $1.1B | 0.04% | |
| 298 | SCHESCHWAB EMERGING MARKETS EQUITY ETF | 32,005 | $1.1B | 0.04% | |
| 299 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 12,559 | $1.1B | 0.04% | |
| 300 | UGLPROSHARES ULTRA GOLD | 23,001 | $1.1B | 0.04% |