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
101	PANWPALO ALTO NETWORKS INC COM	25,248	$5.1B	0.20%
102	MGVVANGUARD MEGA CAP VALUE ETF	36,664	$5.1B	0.20%
103	COSTCOSTCO WHSL CORP NEW COM	5,311	$4.9B	0.19%
104	LLYELI LILLY & CO COM	6,396	$4.9B	0.19%
105	HQYHEALTHEQUITY INC COM	49,264	$4.7B	0.18%
106	AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF	51,432	$4.6B	0.18%
107	VTEBVANGUARD TAX-EXEMPT BOND ETF	91,076	$4.6B	0.18%
108	DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF	142,009	$4.5B	0.18%
109	VOEVANGUARD MID-CAP VALUE ETF	25,257	$4.4B	0.17%
110	DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	98,150	$4.4B	0.17%
111	ORCLORACLE CORP COM	15,535	$4.4B	0.17%
112	XOMEXXON MOBIL CORP COM	38,714	$4.4B	0.17%
113	SCHDSCHWAB US DIVIDEND EQUITY ETF	156,667	$4.3B	0.17%
114	DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	136,213	$4.3B	0.17%
115	CGDGCAPITAL GROUP DIVIDEND VALUE ETF	100,697	$4.2B	0.17%
116	KEXKIRBY CORP COM	50,650	$4.2B	0.17%
117	AQLTISHARES CORE MSCI EAFE ETF	47,734	$4.2B	0.16%
118	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	55,399	$4.1B	0.16%
119	DFATDIMENSIONAL U.S. TARGETED VALUE ETF	68,799	$4.0B	0.16%
120	GSGOLDMAN SACHS GROUP INC COM	4,905	$3.9B	0.15%
121	BIBLINSPIRE 100 ETF	86,727	$3.9B	0.15%
122	DFASDIMENSIONAL U.S. SMALL CAP ETF	56,066	$3.8B	0.15%
123	DEDEERE & CO COM	8,387	$3.8B	0.15%
124	CALFPACER US SMALL CAP CASH COWS ETF	87,149	$3.8B	0.15%
125	BRK-BBERKSHIRE HATHAWAY INC DEL CL A	5	$3.8B	0.15%
126	CIENCIENA CORP COM NEW	25,751	$3.8B	0.15%
127	MAMASTERCARD INCORPORATED CL A	6,515	$3.7B	0.15%
128	VFLOVICTORYSHARES FREE CASH FLOW ETF	98,432	$3.7B	0.15%
129	EFVISHARES MSCI EAFE VALUE ETF	53,779	$3.6B	0.14%
130	GQ9SPDR Gold Shares ETF	9,877	$3.5B	0.14%
131	IVWISHARES S&P 500 GROWTH ETF	28,372	$3.4B	0.14%
132	IBITISHARES BITCOIN TRUST ETF	52,434	$3.4B	0.13%
133	TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF	73,157	$3.4B	0.13%
134	SOSOUTHERN CO COM	34,827	$3.3B	0.13%
135	MASMASCO CORP COM	46,873	$3.3B	0.13%
136	TPSCTIMOTHY PLAN US SMALL CAP CORE ETF	78,275	$3.3B	0.13%
137	XLKTECHNOLOGY SELECT SECTOR SPDR FUND	11,439	$3.2B	0.13%
138	VBRVANGUARD SMALL CAP VALUE ETF	15,366	$3.2B	0.13%
139	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	11,377	$3.2B	0.13%
140	IJHISHARES CORE S&P MID-CAP ETF	48,143	$3.1B	0.12%
141	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	45,734	$3.0B	0.12%
142	TPDSOMNIGROUP INTERNATIONAL INC COM	34,570	$2.9B	0.12%
143	PPAINVESCO AEROSPACE & DEFENSE ETF	18,514	$2.9B	0.11%
144	DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF	52,082	$2.8B	0.11%
145	JNJJOHNSON & JOHNSON COM	15,098	$2.8B	0.11%
146	GDXVANECK GOLD MINERS ETF	35,422	$2.7B	0.11%
147	GEGE AEROSPACE COM NEW	8,863	$2.7B	0.11%
148	SFBSSERVISFIRST BANCSHARES INC COM	31,902	$2.6B	0.10%
149	COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	70,452	$2.6B	0.10%
150	QUALISHARES MSCI USA QUALITY FACTOR ETF	13,143	$2.6B	0.10%
151	DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	79,571	$2.6B	0.10%
152	SNOWSNOWFLAKE INC COM SHS	11,222	$2.5B	0.10%
153	UPROPROSHARES ULTRAPRO S&P500	22,613	$2.5B	0.10%
154	ABBVABBVIE INC COM	10,637	$2.5B	0.10%
155	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	75,131	$2.4B	0.09%
156	DWDMORGAN STANLEY COM NEW	15,002	$2.4B	0.09%
157	CLHCLEAN HARBORS INC COM	10,227	$2.4B	0.09%
158	CYBRCYBERARK SOFTWARE LTD SHS	4,854	$2.3B	0.09%
159	SCHVSCHWAB U.S. LARGE-CAP VALUE ETF	80,289	$2.3B	0.09%
160	SYMSYMBOTIC INC CLASS A COM	42,720	$2.3B	0.09%
161	USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	43,773	$2.3B	0.09%
162	LKQ1LKQ CORP COM	72,942	$2.2B	0.09%
163	CRMSALESFORCE INC COM	9,387	$2.2B	0.09%
164	UNHUNITEDHEALTH GROUP INC COM	6,430	$2.2B	0.09%
165	RTXRTX CORPORATION COM	13,046	$2.2B	0.09%
166	BACBANK AMERICA CORP COM	42,160	$2.2B	0.09%
167	DGCBDIMENSIONAL GLOBAL CREDIT ETF	39,111	$2.2B	0.09%
168	LINLINDE PLC SHS	4,511	$2.1B	0.08%
169	TBGTBG DIVIDEND FOCUS ETF	64,542	$2.1B	0.08%
170	—SPDR S&P 500 ETF TR PUT OPT	3,200	$2.1B	0.08%	Put
171	AVUVAVANTIS U.S. SMALL CAP VALUE ETF	20,800	$2.1B	0.08%
172	IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF	54,893	$2.0B	0.08%
173	COPCONOCOPHILLIPS COM	21,580	$2.0B	0.08%
174	ABTABBOTT LABS COM	15,197	$2.0B	0.08%
175	TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF	51,201	$2.0B	0.08%
176	NETCLOUDFLARE INC CL A COM	9,288	$2.0B	0.08%
177	PGPROCTER AND GAMBLE CO COM	12,787	$2.0B	0.08%
178	SCHXSCHWAB U.S. LARGE-CAP ETF	74,491	$2.0B	0.08%
179	IWRISHARES RUSSELL MIDCAP ETF	19,969	$1.9B	0.08%
180	CSCOCISCO SYS INC COM	28,054	$1.9B	0.08%
181	PNFPPINNACLE FINL PARTNERS INC COM	20,320	$1.9B	0.08%
182	WFCWELLS FARGO CO NEW COM	22,578	$1.9B	0.07%
183	EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF	27,935	$1.9B	0.07%
184	NEARISHARES SHORT DURATION BOND ACTIVE ETF	36,755	$1.9B	0.07%
185	CEGCONSTELLATION ENERGY CORP COM	5,673	$1.9B	0.07%
186	GEVGE VERNOVA INC COM	3,022	$1.9B	0.07%
187	DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	30,350	$1.8B	0.07%
188	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	40,160	$1.8B	0.07%
189	BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF	17,738	$1.8B	0.07%
190	MRKMERCK & CO INC COM	20,918	$1.8B	0.07%
191	FLEEFRANKLIN FTSE EUROPE ETF	50,057	$1.7B	0.07%
192	MCKMCKESSON CORP COM	2,247	$1.7B	0.07%
193	KOCOCA COLA CO COM	26,099	$1.7B	0.07%
194	XLFFinancial Select Sector SPDR ETF	32,054	$1.7B	0.07%
195	KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A	43,647	$1.7B	0.07%
196	IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF	46,347	$1.7B	0.07%
197	JBLJABIL INC COM	7,717	$1.7B	0.07%
198	VOOGVANGUARD S&P 500 GROWTH ETF	3,838	$1.7B	0.07%
199	SCHASCHWAB U.S. SMALL-CAP ETF	59,363	$1.7B	0.07%
200	IWFISHARES RUSSELL 1000 GROWTH ETF	3,522	$1.6B	0.07%

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