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 |
|---|---|---|---|---|---|
| 701 | CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 11,520 | $319.7M | 0.01% | |
| 702 | TLHISHARES 10-20 YEAR TREASURY BOND ETF | 3,099 | $319.2M | 0.01% | |
| 703 | COOCOOPER COS INC COM | 4,630 | $317.5M | 0.01% | |
| 704 | PSTGPURE STORAGE INC CL A | 3,786 | $317.3M | 0.01% | |
| 705 | CMSCMS ENERGY CORP COM | 4,308 | $315.6M | 0.01% | |
| 706 | BIIBBIOGEN INC COM | 2,247 | $314.8M | 0.01% | |
| 707 | LECOLINCOLN ELEC HLDGS INC COM | 1,324 | $312.2M | 0.01% | |
| 708 | DDDUPONT DE NEMOURS INC COM | 4,007 | $312.2M | 0.01% | |
| 709 | UGIUGI CORP NEW COM | 9,386 | $312.2M | 0.01% | |
| 710 | BMTABRITISH AMERN TOB PLC SPONSORED ADR | 5,870 | $311.6M | 0.01% | |
| 711 | IVZINVESCO LTD SHS | 13,582 | $311.6M | 0.01% | |
| 712 | BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 9,112 | $311.3M | 0.01% | |
| 713 | CDWCDW CORP COM | 1,954 | $311.2M | 0.01% | |
| 714 | MFCMANULIFE FINL CORP COM | 9,989 | $311.2M | 0.01% | |
| 715 | TFXTELEFLEX INCORPORATED COM | 2,536 | $310.3M | 0.01% | |
| 716 | THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 8,183 | $309.8M | 0.01% | |
| 717 | MGMMGM RESORTS INTERNATIONAL COM | 8,897 | $308.4M | 0.01% | |
| 718 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 5,085 | $307.6M | 0.01% | |
| 719 | PMBSPIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | 3,112 | $306.9M | 0.01% | |
| 720 | CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | 3,391 | $306.6M | 0.01% | |
| 721 | SMBVANECK SHORT MUNI ETF | 17,582 | $306.3M | 0.01% | |
| 722 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 2,151 | $306.3M | 0.01% | |
| 723 | VNQVANGUARD REAL ESTATE ETF | 3,349 | $306.2M | 0.01% | |
| 724 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 3,054 | $305.2M | 0.01% | |
| 725 | LDOSLEIDOS HOLDINGS INC COM | 1,609 | $304.0M | 0.01% | |
| 726 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2,079 | $302.9M | 0.01% | |
| 727 | TFISPDR NUVEEN ICE MUNICIPAL BOND ETF | 6,636 | $302.4M | 0.01% | |
| 728 | EXREXTRA SPACE STORAGE INC COM | 2,142 | $302.0M | 0.01% | |
| 729 | IBDINSPIRE CORPORATE BOND ETF | 12,483 | $301.5M | 0.01% | |
| 730 | TXRHTEXAS ROADHOUSE INC COM | 1,807 | $300.3M | 0.01% | |
| 731 | INGING GROEP N.V. SPONSORED ADR | 11,479 | $299.4M | 0.01% | |
| 732 | LADLITHIA MTRS INC COM | 947 | $299.4M | 0.01% | |
| 733 | SNDKSANDISK CORP COM | 2,668 | $299.3M | 0.01% | |
| 734 | LLOEWS CORP COM | 2,978 | $298.9M | 0.01% | |
| 735 | TBILUS TREASURY 3 MONTH BILL ETF | 5,977 | $298.9M | 0.01% | |
| 736 | AXSAXIS CAP HLDGS LTD SHS | 3,112 | $298.1M | 0.01% | |
| 737 | VENVENTAS INC COM | 4,237 | $296.6M | 0.01% | |
| 738 | RPRXROYALTY PHARMA PLC SHS CLASS A | 8,381 | $295.7M | 0.01% | |
| 739 | IBBISHARES BIOTECHNOLOGY ETF | 2,047 | $295.6M | 0.01% | |
| 740 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 2,941 | $294.8M | 0.01% | |
| 741 | CEFAGLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | 8,163 | $293.8M | 0.01% | |
| 742 | NNNNNN REIT INC COM | 6,882 | $293.0M | 0.01% | |
| 743 | UTHUNITED THERAPEUTICS CORP DEL COM | 693 | $290.5M | 0.01% | |
| 744 | PEOEXELON CORP COM | 6,431 | $289.4M | 0.01% | |
| 745 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 2,364 | $284.8M | 0.01% | |
| 746 | FCFSFIRSTCASH HOLDINGS INC COM | 1,781 | $282.1M | 0.01% | |
| 747 | FLEXFLEX LTD ORD | 4,860 | $281.7M | 0.01% | |
| 748 | BCSBARCLAYS PLC ADR | 13,588 | $280.9M | 0.01% | |
| 749 | VEGAADVISORSHARES STAR GLOBAL BUY-WRITE ETF | 5,764 | $280.5M | 0.01% | |
| 750 | DUOLDUOLINGO INC CL A COM | 871 | $280.3M | 0.01% | |
| 751 | NINISOURCE INC COM | 6,444 | $279.0M | 0.01% | |
| 752 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 2,356 | $278.9M | 0.01% | |
| 753 | GNRCGENERAC HLDGS INC COM | 1,661 | $278.1M | 0.01% | |
| 754 | FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 6,402 | $277.9M | 0.01% | |
| 755 | EPREPR PPTYS COM SH BEN INT | 4,788 | $277.8M | 0.01% | |
| 756 | EWBCEAST WEST BANCORP INC COM | 2,602 | $277.0M | 0.01% | |
| 757 | RLRALPH LAUREN CORP CL A | 882 | $276.6M | 0.01% | |
| 758 | 7HPHP INC COM | 10,133 | $275.9M | 0.01% | |
| 759 | PEGAPEGASYSTEMS INC COM | 4,798 | $275.9M | 0.01% | |
| 760 | PWRQUANTA SVCS INC COM | 665 | $275.5M | 0.01% | |
| 761 | OSKOSHKOSH CORP COM | 2,119 | $274.8M | 0.01% | |
| 762 | TYLTYLER TECHNOLOGIES INC COM | 524 | $274.1M | 0.01% | |
| 763 | FFIVF5 INC COM | 847 | $273.8M | 0.01% | |
| 764 | MTBM & T BK CORP COM | 1,382 | $273.2M | 0.01% | |
| 765 | ESTCELASTIC N V ORD SHS | 3,231 | $273.0M | 0.01% | |
| 766 | FISFIDELITY NATL INFORMATION SVCS COM | 4,140 | $272.9M | 0.01% | |
| 767 | OVVOVINTIV INC COM | 6,755 | $272.8M | 0.01% | |
| 768 | SYYSYSCO CORP COM | 3,303 | $271.9M | 0.01% | |
| 769 | ELDELDORADO GOLD CORP NEW COM | 9,406 | $271.7M | 0.01% | |
| 770 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 2,736 | $271.2M | 0.01% | |
| 771 | JPMEJPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | 2,495 | $270.6M | 0.01% | |
| 772 | PRIMPRIMORIS SVCS CORP COM | 1,962 | $269.5M | 0.01% | |
| 773 | PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 5,902 | $269.1M | 0.01% | |
| 774 | ULUNILEVER PLC SPON ADR NEW | 4,531 | $268.6M | 0.01% | |
| 775 | NGGNATIONAL GRID PLC SPONSORED ADR NE | 3,687 | $267.9M | 0.01% | |
| 776 | NKENIKE INC CL B | 3,832 | $267.2M | 0.01% | |
| 777 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 3,184 | $265.7M | 0.01% | |
| 778 | MTZMASTEC INC COM | 1,248 | $265.6M | 0.01% | |
| 779 | EXLSEXLSERVICE HOLDINGS INC COM | 6,027 | $265.4M | 0.01% | |
| 780 | FNFABRINET SHS | 724 | $264.0M | 0.01% | |
| 781 | YUMYUM BRANDS INC COM | 1,733 | $263.5M | 0.01% | |
| 782 | EXEEXPAND ENERGY CORPORATION COM | 2,479 | $263.4M | 0.01% | |
| 783 | SSBSOUTHSTATE BK CORP COM | 2,628 | $259.8M | 0.01% | |
| 784 | EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | 3,055 | $259.2M | 0.01% | |
| 785 | DBDEUTSCHE BANK A G NAMEN AKT | 7,284 | $257.9M | 0.01% | |
| 786 | OKEONEOK INC NEW COM | 3,532 | $257.7M | 0.01% | |
| 787 | MOTIVANECK MORNINGSTAR INTERNATIONAL MOAT ETF | 6,951 | $257.7M | 0.01% | |
| 788 | GWWGRAINGER W W INC COM | 270 | $257.3M | 0.01% | |
| 789 | ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | 23,154 | $256.8M | 0.01% | |
| 790 | KDPKEURIG DR PEPPER INC COM | 9,991 | $254.8M | 0.01% | |
| 791 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 1,060 | $254.1M | 0.01% | |
| 792 | EENI S P A SPONSORED ADR | 7,266 | $253.9M | 0.01% | |
| 793 | SLBSLB LIMITED COM STK | 7,343 | $252.4M | 0.01% | |
| 794 | KRKROGER CO COM | 3,725 | $251.1M | 0.01% | |
| 795 | WSTWEST PHARMACEUTICAL SVSC INC COM | 956 | $250.9M | 0.01% | |
| 796 | BINCISHARES FLEXIBLE INCOME ACTIVE ETF | 4,708 | $250.6M | 0.01% | |
| 797 | ASHASHLAND INC COM | 5,223 | $250.2M | 0.01% | |
| 798 | PAHUSDELEMENT SOLUTIONS INC COM | 9,925 | $249.8M | 0.01% | |
| 799 | BSYBENTLEY SYS INC COM CL B | 4,838 | $249.1M | 0.01% | |
| 800 | FTNTFORTINET INC COM | 2,951 | $248.1M | 0.01% |