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 |
|---|---|---|---|---|---|
| 401 | FTITECHNIPFMC PLC COM | 17,406 | $686.7M | 0.03% | |
| 402 | EMEEMCOR GROUP INC COM | 1,057 | $686.6M | 0.03% | |
| 403 | RFREGIONS FINANCIAL CORP NEW COM | 25,997 | $685.6M | 0.03% | |
| 404 | ISRGINTUITIVE SURGICAL INC COM NEW | 1,523 | $681.2M | 0.03% | |
| 405 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 7,819 | $680.5M | 0.03% | |
| 406 | HONHONEYWELL INTL INC COM | 3,217 | $677.2M | 0.03% | |
| 407 | SHOPSHOPIFY INC CL A SUB VTG SHS | 4,545 | $675.4M | 0.03% | |
| 408 | AEPAMERICAN ELEC PWR CO INC COM | 6,002 | $675.1M | 0.03% | |
| 409 | MOHMOLINA HEALTHCARE INC COM | 3,500 | $669.8M | 0.03% | |
| 410 | ENBENBRIDGE INC COM | 13,272 | $669.7M | 0.03% | |
| 411 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 5,604 | $669.7M | 0.03% | |
| 412 | ELVELEVANCE HEALTH INC FORMERLY A COM | 2,064 | $667.0M | 0.03% | |
| 413 | VRTVERTIV HOLDINGS CO COM CL A | 4,413 | $665.7M | 0.03% | |
| 414 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 2,960 | $664.8M | 0.03% | |
| 415 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 4,746 | $662.9M | 0.03% | |
| 416 | SAPSAP SE SPON ADR | 2,479 | $662.6M | 0.03% | |
| 417 | ZSZSCALER INC COM | 2,205 | $660.8M | 0.03% | |
| 418 | A4SAMERIPRISE FINL INC COM | 1,345 | $660.5M | 0.03% | |
| 419 | PNRPENTAIR PLC SHS | 5,945 | $658.5M | 0.03% | |
| 420 | STZCONSTELLATION BRANDS INC CL A | 4,822 | $649.4M | 0.03% | |
| 421 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 862 | $643.5M | 0.03% | |
| 422 | CBRECBRE GROUP INC CL A | 4,080 | $642.9M | 0.03% | |
| 423 | SPXLDIREXION DAILY S&P 500 BULL 3X SHARES | 3,032 | $642.5M | 0.03% | |
| 424 | EWPISHARES MSCI SPAIN ETF | 12,969 | $642.0M | 0.03% | |
| 425 | TMUST-MOBILE US INC COM | 2,681 | $641.9M | 0.03% | |
| 426 | TRVTRAVELERS COMPANIES INC COM | 2,234 | $623.5M | 0.02% | |
| 427 | LYFTLYFT INC CL A COM | 28,056 | $617.5M | 0.02% | |
| 428 | MMM3M CO COM | 3,973 | $616.4M | 0.02% | |
| 429 | COINCOINBASE GLOBAL INC COM CL A | 1,818 | $613.4M | 0.02% | |
| 430 | MOSMOSAIC CO NEW COM | 17,635 | $611.6M | 0.02% | |
| 431 | BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 12,407 | $607.8M | 0.02% | |
| 432 | CLCOLGATE PALMOLIVE CO COM | 7,596 | $607.2M | 0.02% | |
| 433 | AGQPROSHARES ULTRAPRO SHORT QQQ | 39,558 | $602.5M | 0.02% | |
| 434 | KBIAKB FINL GROUP INC SPONSORED ADR | 7,248 | $601.0M | 0.02% | |
| 435 | EFGISHARES MSCI EAFE GROWTH ETF | 5,254 | $598.4M | 0.02% | |
| 436 | LHXL3HARRIS TECHNOLOGIES INC COM | 1,951 | $595.7M | 0.02% | |
| 437 | KMIKINDER MORGAN INC DEL COM | 21,018 | $595.0M | 0.02% | |
| 438 | FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 12,826 | $593.1M | 0.02% | |
| 439 | EHCENCOMPASS HEALTH CORP COM | 4,667 | $592.8M | 0.02% | |
| 440 | SYKSTRYKER CORPORATION COM | 1,599 | $591.1M | 0.02% | |
| 441 | MNSTMONSTER BEVERAGE CORP NEW COM | 8,728 | $587.5M | 0.02% | |
| 442 | DFAWDIMENSIONAL WORLD EQUITY ETF | 8,169 | $587.0M | 0.02% | |
| 443 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 2,800 | $585.9M | 0.02% | |
| 444 | PLDPROLOGIS INC. COM | 5,107 | $584.8M | 0.02% | |
| 445 | REGNREGENERON PHARMACEUTICALS COM | 1,037 | $582.9M | 0.02% | |
| 446 | ALSALLSTATE CORP COM | 2,706 | $581.0M | 0.02% | |
| 447 | EIXEDISON INTL COM | 10,475 | $579.1M | 0.02% | |
| 448 | EVREVERCORE INC CLASS A | 1,716 | $578.9M | 0.02% | |
| 449 | PTLCPACER TRENDPILOT US LARGE CAP ETF | 10,551 | $577.8M | 0.02% | |
| 450 | IQVIQVIA HLDGS INC COM | 3,041 | $577.6M | 0.02% | |
| 451 | TMTOYOTA MOTOR CORP ADS | 3,021 | $577.3M | 0.02% | |
| 452 | HBC2HSBC HLDGS PLC SPON ADR NEW | 8,096 | $574.6M | 0.02% | |
| 453 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 7,113 | $573.7M | 0.02% | |
| 454 | MAYMFT VEST U.S. EQUITY MAX BUFFER ETF - MAY | 18,000 | $572.3M | 0.02% | |
| 455 | BBYBEST BUY INC COM | 7,562 | $571.9M | 0.02% | |
| 456 | PFEPFIZER INC COM | 22,247 | $566.9M | 0.02% | |
| 457 | ULTAULTA BEAUTY INC COM | 1,036 | $566.4M | 0.02% | |
| 458 | EWSISHARES MSCI SINGAPORE ETF | 19,966 | $565.8M | 0.02% | |
| 459 | ABNBAIRBNB INC COM CL A | 4,615 | $560.4M | 0.02% | |
| 460 | AZNASTRAZENECA PLC SPONSORED ADR | 7,232 | $554.8M | 0.02% | |
| 461 | IIIVI3 VERTICALS INC COM CL A | 17,077 | $554.3M | 0.02% | |
| 462 | TSNTYSON FOODS INC CL A | 10,203 | $554.0M | 0.02% | |
| 463 | EMREMERSON ELEC CO COM | 4,212 | $552.6M | 0.02% | |
| 464 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 3,155 | $551.8M | 0.02% | |
| 465 | CMECME GROUP INC COM | 2,041 | $551.4M | 0.02% | |
| 466 | HIGHARTFORD INSURANCE GROUP INC COM | 4,111 | $548.3M | 0.02% | |
| 467 | METMETLIFE INC COM | 6,637 | $546.7M | 0.02% | |
| 468 | AFLAFLAC INC COM | 4,861 | $543.0M | 0.02% | |
| 469 | TRGPTARGA RES CORP COM | 3,231 | $541.3M | 0.02% | |
| 470 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 33,801 | $538.8M | 0.02% | |
| 471 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,533 | $538.2M | 0.02% | |
| 472 | CNCCENTENE CORP DEL COM | 15,072 | $537.8M | 0.02% | |
| 473 | DTMDT MIDSTREAM INC COMMON STOCK | 4,751 | $537.2M | 0.02% | |
| 474 | SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 32,081 | $537.0M | 0.02% | |
| 475 | SPGSIMON PPTY GROUP INC NEW COM | 2,856 | $536.1M | 0.02% | |
| 476 | BKBANK NEW YORK MELLON CORP COM | 4,912 | $535.2M | 0.02% | |
| 477 | AMEAMETEK INC COM | 2,844 | $534.7M | 0.02% | |
| 478 | ABGCENCORA INC COM | 1,703 | $532.3M | 0.02% | |
| 479 | NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | 21,529 | $530.3M | 0.02% | |
| 480 | GILDGILEAD SCIENCES INC COM | 4,774 | $530.0M | 0.02% | |
| 481 | ALLEALLEGION PLC ORD SHS | 2,985 | $529.5M | 0.02% | |
| 482 | SHELSHELL PLC SPON ADS | 7,402 | $529.4M | 0.02% | |
| 483 | DKNGDRAFTKINGS INC NEW COM CL A | 14,022 | $524.4M | 0.02% | |
| 484 | MANHMANHATTAN ASSOCIATES INC COM | 2,558 | $524.3M | 0.02% | |
| 485 | ECLECOLAB INC COM | 1,913 | $524.1M | 0.02% | |
| 486 | FBNDFIDELITY TOTAL BOND ETF | 11,260 | $520.7M | 0.02% | |
| 487 | SUSLISHARES ESG MSCI USA LEADERS ETF | 4,445 | $520.3M | 0.02% | |
| 488 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 12,821 | $520.1M | 0.02% | |
| 489 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 7,549 | $519.5M | 0.02% | |
| 490 | HLIHOULIHAN LOKEY INC CL A | 2,527 | $518.8M | 0.02% | |
| 491 | NVTNVENT ELECTRIC PLC SHS | 5,248 | $517.7M | 0.02% | |
| 492 | NBIXNEUROCRINE BIOSCIENCES INC COM | 3,685 | $517.3M | 0.02% | |
| 493 | CBSHCOMMERCE BANCSHARES INC COM | 8,643 | $516.5M | 0.02% | |
| 494 | JBHTHUNT J B TRANS SVCS INC COM | 3,841 | $515.3M | 0.02% | |
| 495 | ALNYALNYLAM PHARMACEUTICALS INC COM | 1,130 | $515.3M | 0.02% | |
| 496 | NWSANEWS CORP NEW CL A | 16,735 | $513.9M | 0.02% | |
| 497 | RELXRELX PLC SPONSORED ADR | 10,727 | $512.4M | 0.02% | |
| 498 | BLESINSPIRE GLOBAL HOPE ETF | 11,953 | $507.5M | 0.02% | |
| 499 | ORIOLD REP INTL CORP COM | 11,938 | $507.0M | 0.02% | |
| 500 | HASHASBRO INC COM | 6,650 | $504.4M | 0.02% |