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 |
|---|---|---|---|---|---|
| 301 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,750 | $1.0B | 0.04% | |
| 302 | FLG 6 11/01/51FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51 | 26,089 | $1.0B | 0.04% | |
| 303 | TAT&T INC COM | 36,488 | $1.0B | 0.04% | |
| 304 | DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF | 32,280 | $1.0B | 0.04% | |
| 305 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 43,576 | $1.0B | 0.04% | |
| 306 | LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | 14,120 | $1.0B | 0.04% | |
| 307 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 22,298 | $1.0B | 0.04% | |
| 308 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 21,040 | $1.0B | 0.04% | |
| 309 | RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 38,901 | $1.0B | 0.04% | |
| 310 | FDXFEDEX CORP COM | 4,229 | $997.3M | 0.04% | |
| 311 | CCLCARNIVAL CORP PAIRED CTF | 34,186 | $988.3M | 0.04% | |
| 312 | INTUINTUIT COM | 1,441 | $984.3M | 0.04% | |
| 313 | LOWLOWES COS INC COM | 3,915 | $983.9M | 0.04% | |
| 314 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 25,917 | $979.1M | 0.04% | |
| 315 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 26,544 | $977.1M | 0.04% | |
| 316 | DVNDEVON ENERGY CORP NEW COM | 27,866 | $977.0M | 0.04% | |
| 317 | UPSUNITED PARCEL SERVICE INC CL B | 11,695 | $976.9M | 0.04% | |
| 318 | ELCVEVENTIDE HIGH DIVIDEND ETF | 36,067 | $964.5M | 0.04% | |
| 319 | BITX2X BITCOIN STRATEGY ETF | 17,457 | $961.6M | 0.04% | |
| 320 | VUSBVANGUARD ULTRA-SHORT BOND ETF | 19,120 | $955.9M | 0.04% | |
| 321 | EOGEOG RES INC COM | 8,449 | $947.2M | 0.04% | |
| 322 | GDXJVANECK JUNIOR GOLD MINERS ETF | 9,525 | $943.3M | 0.04% | |
| 323 | VSTVISTRA CORP COM | 4,806 | $941.6M | 0.04% | |
| 324 | FIXCOMFORT SYS USA INC COM | 1,140 | $940.8M | 0.04% | |
| 325 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 48,661 | $936.7M | 0.04% | |
| 326 | DASHDOORDASH INC CL A | 3,443 | $936.4M | 0.04% | |
| 327 | PULSPGIM ULTRA SHORT BOND ETF | 18,705 | $932.1M | 0.04% | |
| 328 | MDTMEDTRONIC PLC SHS | 9,753 | $928.9M | 0.04% | |
| 329 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 6,487 | $924.7M | 0.04% | |
| 330 | SPGIS&P GLOBAL INC COM | 1,892 | $920.8M | 0.04% | |
| 331 | XELXCEL ENERGY INC COM | 11,390 | $918.6M | 0.04% | |
| 332 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 17,240 | $914.3M | 0.04% | |
| 333 | VEEVVEEVA SYS INC CL A COM | 3,060 | $911.6M | 0.04% | |
| 334 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,874 | $909.0M | 0.04% | |
| 335 | FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | 15,021 | $899.9M | 0.04% | |
| 336 | WELLWELLTOWER INC COM | 5,042 | $898.1M | 0.04% | |
| 337 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 6,422 | $893.8M | 0.04% | |
| 338 | SCHHSCHWAB U.S. REIT ETF | 41,388 | $892.7M | 0.04% | |
| 339 | BLKBLACKROCK INC COM | 765 | $892.0M | 0.04% | |
| 340 | TECSDIREXION DAILY TECHNOLOGY BEAR 3X SHARES | 45,596 | $881.8M | 0.03% | |
| 341 | VRSNVERISIGN INC COM | 3,136 | $876.9M | 0.03% | |
| 342 | VGLTVANGUARD LONG-TERM TREASURY ETF | 15,391 | $875.1M | 0.03% | |
| 343 | NEMNEWMONT CORP COM | 10,343 | $872.0M | 0.03% | |
| 344 | DISDISNEY WALT CO COM | 7,583 | $868.2M | 0.03% | |
| 345 | PHPARKER-HANNIFIN CORP COM | 1,138 | $863.2M | 0.03% | |
| 346 | AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 9,762 | $860.4M | 0.03% | |
| 347 | CGMUCAPITAL GROUP MUNICIPAL INCOME ETF | 31,486 | $859.2M | 0.03% | |
| 348 | EXPEEXPEDIA GROUP INC COM NEW | 4,001 | $855.2M | 0.03% | |
| 349 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,911 | $854.5M | 0.03% | |
| 350 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 21,351 | $845.9M | 0.03% | |
| 351 | TXNTEXAS INSTRS INC COM | 4,596 | $844.5M | 0.03% | |
| 352 | DHRDANAHER CORPORATION COM | 4,252 | $843.0M | 0.03% | |
| 353 | ETENERGY TRANSFER L P COM UT LTD PTN | 49,072 | $842.1M | 0.03% | |
| 354 | NDAQNASDAQ INC COM | 9,438 | $834.9M | 0.03% | |
| 355 | ADIANALOG DEVICES INC COM | 3,391 | $833.2M | 0.03% | |
| 356 | WMWASTE MGMT INC DEL COM | 3,770 | $832.6M | 0.03% | |
| 357 | GDXUMICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 4,060 | $831.8M | 0.03% | |
| 358 | MSCIMSCI INC COM | 1,463 | $830.4M | 0.03% | |
| 359 | ICEINTERCONTINENTAL EXCHANGE INC COM | 4,882 | $822.6M | 0.03% | |
| 360 | FLJPFRANKLIN FTSE JAPAN ETF | 23,626 | $816.5M | 0.03% | |
| 361 | BSXBOSTON SCIENTIFIC CORP COM | 8,360 | $816.2M | 0.03% | |
| 362 | ACNACCENTURE PLC IRELAND SHS CLASS A | 3,284 | $809.8M | 0.03% | |
| 363 | MDLZMONDELEZ INTL INC CL A | 12,862 | $803.5M | 0.03% | |
| 364 | GRMNGARMIN LTD SHS | 3,255 | $801.5M | 0.03% | |
| 365 | SHWSHERWIN WILLIAMS CO COM | 2,310 | $799.6M | 0.03% | |
| 366 | MUBISHARES NATIONAL MUNI BOND ETF | 7,501 | $798.8M | 0.03% | |
| 367 | CMICUMMINS INC COM | 1,888 | $797.6M | 0.03% | |
| 368 | MEDPMEDPACE HLDGS INC COM | 1,539 | $791.3M | 0.03% | |
| 369 | MSIMOTOROLA SOLUTIONS INC COM NEW | 1,720 | $786.7M | 0.03% | |
| 370 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 9,673 | $785.3M | 0.03% | |
| 371 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 11,596 | $779.9M | 0.03% | |
| 372 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 19,592 | $776.0M | 0.03% | |
| 373 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 10,326 | $775.6M | 0.03% | |
| 374 | CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 8,560 | $774.7M | 0.03% | |
| 375 | JCIJOHNSON CTLS INTL PLC SHS | 6,949 | $764.1M | 0.03% | |
| 376 | SPOTSPOTIFY TECHNOLOGY S A SHS | 1,092 | $762.2M | 0.03% | |
| 377 | PCGPG&E CORP COM | 50,535 | $762.1M | 0.03% | |
| 378 | RCLROYAL CARIBBEAN GROUP COM | 2,353 | $761.1M | 0.03% | |
| 379 | GLWCORNING INC COM | 9,271 | $760.5M | 0.03% | |
| 380 | ROPROPER TECHNOLOGIES INC COM | 1,520 | $758.2M | 0.03% | |
| 381 | NEENEXTERA ENERGY INC COM | 9,946 | $750.8M | 0.03% | |
| 382 | TPRTAPESTRY INC COM | 6,592 | $746.3M | 0.03% | |
| 383 | WDCWESTERN DIGITAL CORP COM | 6,163 | $740.0M | 0.03% | |
| 384 | STESTERIS PLC SHS USD | 2,979 | $737.1M | 0.03% | |
| 385 | APPAPPLOVIN CORP COM CL A | 1,023 | $734.9M | 0.03% | |
| 386 | SPABSPDR PORTFOLIO AGGREGATE BOND ETF | 28,410 | $734.4M | 0.03% | |
| 387 | DALDELTA AIR LINES INC DEL COM NEW | 12,890 | $731.5M | 0.03% | |
| 388 | FCXFREEPORT-MCMORAN INC CL B | 18,598 | $729.4M | 0.03% | |
| 389 | SOXSDIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES | 140,023 | $723.9M | 0.03% | |
| 390 | MOALTRIA GROUP INC COM | 10,933 | $722.2M | 0.03% | |
| 391 | ROLROLLINS INC COM | 12,281 | $721.4M | 0.03% | |
| 392 | TFCTRUIST FINL CORP COM | 15,766 | $720.9M | 0.03% | |
| 393 | ETRENTERGY CORP NEW COM | 7,733 | $720.6M | 0.03% | |
| 394 | AGQPROSHARES ULTRA SILVER | 9,451 | $720.5M | 0.03% | |
| 395 | DSIISHARES ESG MSCI KLD 400 ETF | 5,701 | $718.1M | 0.03% | |
| 396 | BDXBECTON DICKINSON & CO COM | 3,811 | $713.2M | 0.03% | |
| 397 | RYROYAL BK CDA COM | 4,836 | $712.6M | 0.03% | |
| 398 | IYWISHARES U.S. TECHNOLOGY ETF | 3,619 | $708.9M | 0.03% | |
| 399 | HLTHILTON WORLDWIDE HLDGS INC COM | 2,693 | $698.7M | 0.03% | |
| 400 | REEVEREST GROUP LTD COM | 1,970 | $690.0M | 0.03% |