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 |
|---|---|---|---|---|---|
| 1001 | TKOTKO GROUP HOLDINGS INC CL A | 828 | $167.2M | 0.01% | |
| 1002 | DCIDONALDSON INC COM | 2,041 | $167.1M | 0.01% | |
| 1003 | PRIPRIMERICA INC COM | 598 | $166.0M | 0.01% | |
| 1004 | SSRMSSR MINING IN COM | 6,791 | $165.8M | 0.01% | |
| 1005 | RGLDROYAL GOLD INC COM | 826 | $165.7M | 0.01% | |
| 1006 | XYLXYLEM INC COM | 1,110 | $163.8M | 0.01% | |
| 1007 | PAGPENSKE AUTOMOTIVE GRP INC COM | 940 | $163.5M | 0.01% | |
| 1008 | CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | 2,347 | $163.3M | 0.01% | |
| 1009 | TNLTRAVEL PLUS LEISURE CO COM | 2,741 | $163.1M | 0.01% | |
| 1010 | BBWIBATH & BODY WORKS INC COM | 6,328 | $163.0M | 0.01% | |
| 1011 | VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 1,625 | $163.0M | 0.01% | |
| 1012 | VMIVALMONT INDS INC COM | 420 | $162.9M | 0.01% | |
| 1013 | GPCGENUINE PARTS CO COM | 1,175 | $162.9M | 0.01% | |
| 1014 | IDAIDACORP INC COM | 1,231 | $162.7M | 0.01% | |
| 1015 | BCMLBAYCOM CORP COM | 5,610 | $161.3M | 0.01% | |
| 1016 | CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | 1,989 | $161.2M | 0.01% | |
| 1017 | EXASEXACT SCIENCES CORP COM | 2,945 | $161.1M | 0.01% | |
| 1018 | IBOCINTERNATIONAL BANCSHARES CORP COM | 2,341 | $160.9M | 0.01% | |
| 1019 | HSTHOST HOTELS & RESORTS INC COM | 9,441 | $160.7M | 0.01% | |
| 1020 | UNMUNUM GROUP COM | 2,064 | $160.5M | 0.01% | |
| 1021 | LRGFISHARES U.S. EQUITY FACTOR ETF | 2,321 | $160.3M | 0.01% | |
| 1022 | EMBJEMBRAER S.A. SPONSORED ADS | 2,643 | $159.8M | 0.01% | |
| 1023 | STEPSTEPSTONE GROUP INC COM CL A | 2,443 | $159.5M | 0.01% | |
| 1024 | PHMPULTE GROUP INC COM | 1,207 | $159.5M | 0.01% | |
| 1025 | WITWIPRO LTD SPON ADR 1 SH | 60,626 | $159.4M | 0.01% | |
| 1026 | STNGSCORPIO TANKERS INC SHS | 2,835 | $158.9M | 0.01% | |
| 1027 | PSOPEARSON PLC SPONSORED ADR | 11,213 | $158.8M | 0.01% | |
| 1028 | CROXCROCS INC COM | 1,898 | $158.6M | 0.01% | |
| 1029 | XFOFXCOHEN & STEERS CLOSED-END OPPO COM | 12,157 | $158.5M | 0.01% | |
| 1030 | AEEAMEREN CORP COM | 1,518 | $158.5M | 0.01% | |
| 1031 | OMCOMNICOM GROUP INC COM | 1,942 | $158.4M | 0.01% | |
| 1032 | CRCCANADIAN NAT RES LTD COM | 4,939 | $157.9M | 0.01% | |
| 1033 | FGDLFRANKLIN RESPONSIBLY SOURCED GOLD ETF | 3,043 | $157.2M | 0.01% | |
| 1034 | RGAREINSURANCE GRP OF AMERICA INC COM NEW | 818 | $157.2M | 0.01% | |
| 1035 | CSGPCOSTAR GROUP INC COM | 1,862 | $157.1M | 0.01% | |
| 1036 | CMCANADIAN IMPERIAL BANK OF COMM COM | 1,962 | $156.8M | 0.01% | |
| 1037 | EATBRINKER INTL INC COM | 1,232 | $156.1M | 0.01% | |
| 1038 | AZZAZZ INC COM | 1,429 | $156.0M | 0.01% | |
| 1039 | CFCF INDS HLDGS INC COM | 1,738 | $155.9M | 0.01% | |
| 1040 | STNSTANTEC INC COM | 1,445 | $155.8M | 0.01% | |
| 1041 | ARLOARLO TECHNOLOGIES INC COM | 9,189 | $155.8M | 0.01% | |
| 1042 | JLLJONES LANG LASALLE INC COM | 522 | $155.7M | 0.01% | |
| 1043 | JT5MUELLER WTR PRODS INC COM SER A | 6,083 | $155.2M | 0.01% | |
| 1044 | SJMSMUCKER J M CO COM NEW | 1,426 | $154.9M | 0.01% | |
| 1045 | AVBAVALONBAY CMNTYS INC COM | 799 | $154.4M | 0.01% | |
| 1046 | GGGGRACO INC COM | 1,808 | $153.6M | 0.01% | |
| 1047 | CRUSCIRRUS LOGIC INC COM | 1,226 | $153.6M | 0.01% | |
| 1048 | BNSBANK NOVA SCOTIA HALIFAX COM | 2,373 | $153.4M | 0.01% | |
| 1049 | BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | 2,574 | $153.4M | 0.01% | |
| 1050 | OKTAOKTA INC CL A | 1,672 | $153.3M | 0.01% | |
| 1051 | SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 5,288 | $152.8M | 0.01% | |
| 1052 | IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | 1,256 | $152.3M | 0.01% | |
| 1053 | AWMSKYWORKS SOLUTIONS INC COM | 1,976 | $152.1M | 0.01% | |
| 1054 | NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | 768 | $151.9M | 0.01% | |
| 1055 | MANMANPOWERGROUP INC WIS COM | 4,000 | $151.6M | 0.01% | |
| 1056 | CRBGCOREBRIDGE FINL INC COM | 4,726 | $151.5M | 0.01% | |
| 1057 | BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | 1,389 | $150.8M | 0.01% | |
| 1058 | AERAERCAP HOLDINGS NV SHS | 1,242 | $150.3M | 0.01% | |
| 1059 | SKMSK TELECOM CO LTD SPONSORED ADR | 6,952 | $150.2M | 0.01% | |
| 1060 | QLYSQUALYS INC COM | 1,130 | $149.5M | 0.01% | |
| 1061 | WTSWATTS WATER TECHNOLOGIES INC CL A | 535 | $149.5M | 0.01% | |
| 1062 | BCXBLACKROCK RES & COMMODITIES ST SHS | 14,688 | $149.4M | 0.01% | |
| 1063 | TROWPRICE T ROWE GROUP INC COM | 1,455 | $149.3M | 0.01% | |
| 1064 | NLRVANECK URANIUM AND NUCLEAR ETF | 1,100 | $149.2M | 0.01% | |
| 1065 | OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 2,472 | $149.0M | 0.01% | |
| 1066 | DRDDRDGOLD LIMITED SPON ADR REPSTG | 5,387 | $148.7M | 0.01% | |
| 1067 | CRSCARPENTER TECHNOLOGY CORP COM | 605 | $148.6M | 0.01% | |
| 1068 | JPIEJPMORGAN INCOME ETF | 3,194 | $148.2M | 0.01% | |
| 1069 | SLVPISHARES MSCI GLOBAL SILVER MINERS ETF | 5,395 | $147.7M | 0.01% | |
| 1070 | BZKANZHUN LIMITED SPONSORED ADS | 6,320 | $147.6M | 0.01% | |
| 1071 | RDDTREDDIT INC CL A | 641 | $147.4M | 0.01% | |
| 1072 | THGHANOVER INS GROUP INC COM | 811 | $147.3M | 0.01% | |
| 1073 | TSTENARIS S A SPONSORED ADS | 4,113 | $147.1M | 0.01% | |
| 1074 | IQLTISHARES MSCI INTL QUALITY FACTOR ETF | 3,329 | $147.1M | 0.01% | |
| 1075 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 82 | $146.7M | 0.01% | |
| 1076 | SAIASAIA INC COM | 489 | $146.4M | 0.01% | |
| 1077 | CRCRANE COMPANY COMMON STOCK | 794 | $146.2M | 0.01% | |
| 1078 | IXORIX CORP SPONSORED ADR | 5,597 | $146.2M | 0.01% | |
| 1079 | ITTITT INC COM | 812 | $145.1M | 0.01% | |
| 1080 | PKPARK HOTELS & RESORTS INC COM | 13,079 | $144.9M | 0.01% | |
| 1081 | TTELUS CORPORATION COM | 9,187 | $144.9M | 0.01% | |
| 1082 | REXRREXFORD INDL RLTY INC COM | 3,493 | $143.6M | 0.01% | |
| 1083 | STTSTATE STR CORP COM | 1,233 | $143.1M | 0.01% | |
| 1084 | FOXFOX CORP CL B COM | 2,493 | $142.8M | 0.01% | |
| 1085 | ARANTERO RESOURCES CORP COM | 4,253 | $142.7M | 0.01% | |
| 1086 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 1,941 | $142.6M | 0.01% | |
| 1087 | SEICSEI INVTS CO COM | 1,679 | $142.5M | 0.01% | |
| 1088 | TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | 547 | $141.4M | 0.01% | |
| 1089 | ALKALASKA AIR GROUP INC COM | 2,834 | $141.1M | 0.01% | |
| 1090 | RINGISHARES MSCI GLOBAL GOLD MINERS ETF | 2,175 | $140.7M | 0.01% | |
| 1091 | FSKFS KKR CAP CORP COM | 9,407 | $140.4M | 0.01% | |
| 1092 | AMANTERO MIDSTREAM CORP COM | 7,214 | $140.2M | 0.01% | |
| 1093 | FUODOLBY LABORATORIES INC COM CL A | 1,931 | $139.7M | 0.01% | |
| 1094 | SANMSANMINA CORPORATION COM | 1,210 | $139.3M | 0.01% | |
| 1095 | UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | 18,366 | $139.2M | 0.01% | |
| 1096 | VODVODAFONE GROUP PLC NEW SPONSORED ADR | 11,939 | $138.5M | 0.01% | |
| 1097 | FEFIRSTENERGY CORP COM | 3,018 | $138.3M | 0.01% | |
| 1098 | DOXAMDOCS LTD SHS | 1,681 | $137.9M | 0.01% | |
| 1099 | NLYANNALY CAPITAL MANAGEMENT INC COM NEW | 6,813 | $137.7M | 0.01% | |
| 1100 | APAMARTISAN PARTNERS ASSET MGMT IN CL A | 3,170 | $137.6M | 0.01% |