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 |
|---|---|---|---|---|---|
| 501 | EMXEMX RTY CORP COM | 97,900 | $504.2M | 0.02% | |
| 502 | BPBP PLC SPONSORED ADR | 14,624 | $504.0M | 0.02% | |
| 503 | COLBCOLUMBIA BKG SYS INC COM | 19,551 | $503.2M | 0.02% | |
| 504 | CMCSACOMCAST CORP NEW CL A | 15,980 | $502.1M | 0.02% | |
| 505 | AITAPPLIED INDL TECHNOLOGIES INC COM | 1,923 | $502.1M | 0.02% | |
| 506 | IBNICICI BANK LIMITED ADR | 16,539 | $500.0M | 0.02% | |
| 507 | OREALTY INCOME CORP COM | 8,221 | $499.7M | 0.02% | |
| 508 | MPWRMONOLITHIC PWR SYS INC COM | 542 | $499.4M | 0.02% | |
| 509 | PINSPINTEREST INC CL A | 15,486 | $498.2M | 0.02% | |
| 510 | GISGENERAL MLS INC COM | 9,875 | $497.9M | 0.02% | |
| 511 | ZMZOOM COMMUNICATIONS INC CL A | 6,020 | $496.7M | 0.02% | |
| 512 | URIUNITED RENTALS INC COM | 517 | $494.0M | 0.02% | |
| 513 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 2,759 | $493.1M | 0.02% | |
| 514 | NRANRG ENERGY INC COM NEW | 3,044 | $493.0M | 0.02% | |
| 515 | UBSUBS GROUP AG SHS | 11,984 | $491.4M | 0.02% | |
| 516 | QQQMINVESCO NASDAQ 100 ETF | 1,988 | $491.3M | 0.02% | |
| 517 | FISVFISERV INC COM | 3,766 | $485.5M | 0.02% | |
| 518 | NXPLNEXTPLAT CORP COM NEW | 580,686 | $480.9M | 0.02% | |
| 519 | SCCOSOUTHERN COPPER CORP COM | 3,957 | $480.2M | 0.02% | |
| 520 | NTAPNETAPP INC COM | 4,033 | $477.8M | 0.02% | |
| 521 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2,016 | $476.0M | 0.02% | |
| 522 | TOLTOLL BROTHERS INC COM | 3,423 | $472.9M | 0.02% | |
| 523 | ZTSZOETIS INC CL A | 3,207 | $469.4M | 0.02% | |
| 524 | TELTE CONNECTIVITY PLC ORD SHS | 2,131 | $467.9M | 0.02% | |
| 525 | CMGCHIPOTLE MEXICAN GRILL INC COM | 11,908 | $466.6M | 0.02% | |
| 526 | TTENTOTALENERGIES SE SPONSORED ADS | 7,814 | $466.4M | 0.02% | |
| 527 | DGDOLLAR GEN CORP NEW COM | 4,511 | $466.3M | 0.02% | |
| 528 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 10,829 | $465.2M | 0.02% | |
| 529 | UALUNITED AIRLS HLDGS INC COM | 4,804 | $463.6M | 0.02% | |
| 530 | AG8AGILENT TECHNOLOGIES INC COM | 3,589 | $460.7M | 0.02% | |
| 531 | MCOMOODYS CORP COM | 959 | $457.2M | 0.02% | |
| 532 | NSCNORFOLK SOUTHN CORP COM | 1,519 | $456.4M | 0.02% | |
| 533 | SPHQINVESCO S&P 500 QUALITY ETF | 6,224 | $456.1M | 0.02% | |
| 534 | PYPLPAYPAL HLDGS INC COM | 6,780 | $454.7M | 0.02% | |
| 535 | T7DTRANSDIGM GROUP INC COM | 344 | $454.0M | 0.02% | |
| 536 | TSCOTRACTOR SUPPLY CO COM | 7,970 | $453.2M | 0.02% | |
| 537 | USBUS BANCORP DEL COM NEW | 9,317 | $450.3M | 0.02% | |
| 538 | BPOPPOPULAR INC COM NEW | 3,545 | $450.3M | 0.02% | |
| 539 | DELLDELL TECHNOLOGIES INC CL C | 3,168 | $449.2M | 0.02% | |
| 540 | OTISOTIS WORLDWIDE CORP COM | 4,888 | $447.0M | 0.02% | |
| 541 | IPINTERNATIONAL PAPER CO COM | 9,593 | $445.1M | 0.02% | |
| 542 | WSOWATSCO INC COM | 1,101 | $445.0M | 0.02% | |
| 543 | ADTADT INC DEL COM | 50,965 | $443.9M | 0.02% | |
| 544 | DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 9,215 | $442.1M | 0.02% | |
| 545 | HBANHUNTINGTON BANCSHARES INC COM | 25,568 | $441.6M | 0.02% | |
| 546 | VMCVULCAN MATLS CO COM | 1,430 | $440.0M | 0.02% | |
| 547 | PAYXPAYCHEX INC COM | 3,467 | $439.5M | 0.02% | |
| 548 | AVIRATEA PHARMACEUTICALS INC COM | 150,881 | $437.6M | 0.02% | |
| 549 | USXFISHARES ESG ADVANCED MSCI USA ETF | 7,632 | $437.4M | 0.02% | |
| 550 | ANAUTONATION INC COM | 1,998 | $437.1M | 0.02% | |
| 551 | APDAIR PRODS & CHEMS INC COM | 1,599 | $436.0M | 0.02% | |
| 552 | BMOBANK MONTREAL QUE COM | 3,313 | $431.5M | 0.02% | |
| 553 | WCNWASTE CONNECTIONS INC COM | 2,452 | $431.1M | 0.02% | |
| 554 | NTNXNUTANIX INC CL A | 5,755 | $428.1M | 0.02% | |
| 555 | SNPSSYNOPSYS INC COM | 866 | $427.3M | 0.02% | |
| 556 | MRVLMARVELL TECHNOLOGY INC COM | 5,076 | $426.7M | 0.02% | |
| 557 | ARWARROW ELECTRS INC COM | 3,526 | $426.6M | 0.02% | |
| 558 | CHDCHURCH & DWIGHT CO INC COM | 4,857 | $425.7M | 0.02% | |
| 559 | EAELECTRONIC ARTS INC COM | 2,108 | $425.2M | 0.02% | |
| 560 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 8,364 | $424.3M | 0.02% | |
| 561 | WRBBERKLEY W R CORP COM | 5,524 | $423.2M | 0.02% | |
| 562 | EQIXEQUINIX INC COM | 540 | $423.1M | 0.02% | |
| 563 | SCHMSCHWAB U.S. MID-CAP ETF | 14,260 | $422.7M | 0.02% | |
| 564 | ADSKAUTODESK INC COM | 1,329 | $422.2M | 0.02% | |
| 565 | CCKCROWN HLDGS INC COM | 4,369 | $422.0M | 0.02% | |
| 566 | SONYSONY GROUP CORP SPONSORED ADR | 14,623 | $421.0M | 0.02% | |
| 567 | TERTERADYNE INC COM | 3,059 | $421.0M | 0.02% | |
| 568 | BWABORGWARNER INC COM | 9,574 | $420.9M | 0.02% | |
| 569 | JHGJANUS HENDERSON GROUP PLC ORD SHS | 9,430 | $419.7M | 0.02% | |
| 570 | VRSKVERISK ANALYTICS INC COM | 1,667 | $419.4M | 0.02% | |
| 571 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 3,228 | $418.7M | 0.02% | |
| 572 | PPCPILGRIMS PRIDE CORP COM | 10,238 | $416.9M | 0.02% | |
| 573 | DDOMINION ENERGY INC COM | 6,808 | $416.4M | 0.02% | |
| 574 | HYDVANECK HIGH YIELD MUNI ETF | 8,173 | $416.0M | 0.02% | |
| 575 | CSXCSX CORP COM | 11,671 | $414.4M | 0.02% | |
| 576 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4,344 | $413.6M | 0.02% | |
| 577 | AONAON PLC SHS CL A | 1,158 | $412.9M | 0.02% | |
| 578 | NVSNNOVARTIS AG SPONSORED ADR | 3,201 | $410.4M | 0.02% | |
| 579 | THCTENET HEALTHCARE CORP COM NEW | 2,020 | $410.1M | 0.02% | |
| 580 | EBAEBAY INC. COM | 4,496 | $409.0M | 0.02% | |
| 581 | BMYBRISTOL-MYERS SQUIBB CO COM | 9,063 | $408.7M | 0.02% | |
| 582 | HUMHUMANA INC COM | 1,563 | $406.7M | 0.02% | |
| 583 | AREALEXANDRIA REAL ESTATE EQ INC COM | 4,875 | $406.3M | 0.02% | |
| 584 | EFXEQUIFAX INC COM | 1,582 | $406.0M | 0.02% | |
| 585 | USFDUS FOODS HLDG CORP COM | 5,291 | $405.4M | 0.02% | |
| 586 | ILMNILLUMINA INC COM | 4,267 | $405.3M | 0.02% | |
| 587 | AWIARMSTRONG WORLD INDS INC NEW COM | 2,067 | $405.2M | 0.02% | |
| 588 | WFWOORI FINL GROUP INC SPONSORED ADS | 7,162 | $402.1M | 0.02% | |
| 589 | TTCTORO CO COM | 5,262 | $401.0M | 0.02% | |
| 590 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 4,505 | $399.9M | 0.02% | |
| 591 | SANBANCO SANTANDER S.A. ADR | 37,935 | $397.6M | 0.02% | |
| 592 | LHLABCORP HOLDINGS INC COM SHS | 1,383 | $397.2M | 0.02% | |
| 593 | IDXXIDEXX LABS INC COM | 621 | $396.8M | 0.02% | |
| 594 | PSAPUBLIC STORAGE OPER CO COM | 1,371 | $396.2M | 0.02% | |
| 595 | WPMWHEATON PRECIOUS METALS CORP COM | 3,541 | $396.1M | 0.02% | |
| 596 | AIGAMERICAN INTL GROUP INC COM NEW | 5,033 | $395.2M | 0.02% | |
| 597 | MTGMGIC INVT CORP WIS COM | 13,896 | $394.2M | 0.02% | |
| 598 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 7,660 | $392.4M | 0.02% | |
| 599 | HPEHEWLETT PACKARD ENTERPRISE CO COM | 15,929 | $391.2M | 0.02% | |
| 600 | LNGCHENIERE ENERGY INC COM NEW | 1,665 | $391.2M | 0.02% |