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 |
|---|---|---|---|---|---|
| 601 | SYU1SYNOVUS FINL CORP COM NEW | 7,937 | $389.6M | 0.02% | |
| 602 | SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 7,732 | $389.4M | 0.02% | |
| 603 | BMRNBIOMARIN PHARMACEUTICAL INC COM | 7,151 | $387.3M | 0.02% | |
| 604 | ESEVERSOURCE ENERGY COM | 5,434 | $386.6M | 0.02% | |
| 605 | CPRTCOPART INC COM | 8,584 | $386.0M | 0.02% | |
| 606 | OUNZVANECK MERK GOLD ETF | 10,355 | $385.1M | 0.02% | |
| 607 | FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | 9,321 | $383.3M | 0.02% | |
| 608 | SYFSYNCHRONY FINANCIAL COM | 5,387 | $382.7M | 0.02% | |
| 609 | NYTNEW YORK TIMES CO CL A | 6,651 | $381.8M | 0.02% | |
| 610 | VLTOVERALTO CORP COM SHS | 3,566 | $380.2M | 0.02% | |
| 611 | TRMBTRIMBLE INC COM | 4,613 | $376.6M | 0.01% | |
| 612 | LAMRLAMAR ADVERTISING CO NEW CL A | 3,073 | $376.2M | 0.01% | |
| 613 | PWBINVESCO LARGE CAP GROWTH ETF | 2,993 | $375.4M | 0.01% | |
| 614 | SFMSPROUTS FMRS MKT INC COM | 3,445 | $374.8M | 0.01% | |
| 615 | CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 8,577 | $374.1M | 0.01% | |
| 616 | SRESEMPRA COM | 4,150 | $373.5M | 0.01% | |
| 617 | ITGARTNER INC COM | 1,416 | $372.2M | 0.01% | |
| 618 | JJACOBS SOLUTIONS INC COM | 2,483 | $372.1M | 0.01% | |
| 619 | FICOFAIR ISAAC CORP COM | 248 | $371.5M | 0.01% | |
| 620 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 3,966 | $370.2M | 0.01% | |
| 621 | HWMHOWMET AEROSPACE INC COM | 1,884 | $369.7M | 0.01% | |
| 622 | EPDENTERPRISE PRODS PARTNERS L P COM | 11,813 | $369.4M | 0.01% | |
| 623 | HCAHCA HEALTHCARE INC COM | 866 | $369.0M | 0.01% | |
| 624 | WDAYWORKDAY INC CL A | 1,530 | $368.3M | 0.01% | |
| 625 | VRTXVERTEX PHARMACEUTICALS INC COM | 932 | $364.8M | 0.01% | |
| 626 | FLAUFRANKLIN FTSE AUSTRALIA ETF | 11,300 | $363.4M | 0.01% | |
| 627 | LIILENNOX INTL INC COM | 686 | $363.3M | 0.01% | |
| 628 | LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | 79,546 | $361.1M | 0.01% | |
| 629 | MTDMETTLER TOLEDO INTERNATIONAL COM | 294 | $360.9M | 0.01% | |
| 630 | CFGCITIZENS FINL GROUP INC COM | 6,784 | $360.7M | 0.01% | |
| 631 | CHWYCHEWY INC CL A | 8,915 | $360.6M | 0.01% | |
| 632 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 18,664 | $360.0M | 0.01% | |
| 633 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 1,208 | $358.8M | 0.01% | |
| 634 | BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | 7,225 | $358.8M | 0.01% | |
| 635 | XCEMCOLUMBIA EM CORE EX-CHINA ETF | 9,861 | $358.3M | 0.01% | |
| 636 | ADMARCHER DANIELS MIDLAND CO COM | 5,995 | $358.1M | 0.01% | |
| 637 | ROSTROSS STORES INC COM | 2,346 | $357.5M | 0.01% | |
| 638 | RACEFERRARI N V COM | 736 | $357.1M | 0.01% | |
| 639 | TXTTEXTRON INC COM | 4,227 | $357.1M | 0.01% | |
| 640 | 07WAMR COOPER GROUP INC COM | 1,694 | $357.1M | 0.01% | |
| 641 | FQIDIGITAL RLTY TR INC COM | 2,046 | $353.7M | 0.01% | |
| 642 | MLIMUELLER INDS INC COM | 3,496 | $353.5M | 0.01% | |
| 643 | ROKUROKU INC COM CL A | 3,529 | $353.4M | 0.01% | |
| 644 | CMACOMERICA INC COM | 5,153 | $353.1M | 0.01% | |
| 645 | FASTFASTENAL CO COM | 7,198 | $353.0M | 0.01% | |
| 646 | PCARPACCAR INC COM | 3,590 | $353.0M | 0.01% | |
| 647 | CITCINTAS CORP COM | 1,711 | $351.0M | 0.01% | |
| 648 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 1,275 | $350.8M | 0.01% | |
| 649 | SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | 7,547 | $349.6M | 0.01% | |
| 650 | ODFLOLD DOMINION FREIGHT LINE INC COM | 2,478 | $348.9M | 0.01% | |
| 651 | IVLUISHARES MSCI INTL VALUE FACTOR ETF | 9,824 | $348.6M | 0.01% | |
| 652 | SBUXSTARBUCKS CORP COM | 4,120 | $348.5M | 0.01% | |
| 653 | DINOHF SINCLAIR CORP COM | 6,652 | $348.2M | 0.01% | |
| 654 | TEAMATLASSIAN CORPORATION CL A | 2,179 | $348.0M | 0.01% | |
| 655 | DOVDOVER CORP COM | 2,085 | $347.8M | 0.01% | |
| 656 | OSISOSI SYSTEMS INC COM | 1,393 | $347.2M | 0.01% | |
| 657 | COKECOCA COLA CONS INC COM | 2,963 | $347.1M | 0.01% | |
| 658 | ITWILLINOIS TOOL WKS INC COM | 1,330 | $346.8M | 0.01% | |
| 659 | GLGLOBE LIFE INC COM | 2,415 | $345.3M | 0.01% | |
| 660 | DDOGDATADOG INC CL A COM | 2,424 | $345.2M | 0.01% | |
| 661 | FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 11,058 | $344.6M | 0.01% | |
| 662 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 996 | $344.2M | 0.01% | |
| 663 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 2,146 | $343.1M | 0.01% | |
| 664 | EWEDWARDS LIFESCIENCES CORP COM | 4,410 | $342.9M | 0.01% | |
| 665 | ESGEISHARES ESG AWARE MSCI EM ETF | 7,859 | $341.2M | 0.01% | |
| 666 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 735 | $341.1M | 0.01% | |
| 667 | EDCONSOLIDATED EDISON INC COM | 3,388 | $340.5M | 0.01% | |
| 668 | MTCHMATCH GROUP INC NEW COM | 9,615 | $339.6M | 0.01% | |
| 669 | ROKROCKWELL AUTOMATION INC COM | 971 | $339.4M | 0.01% | |
| 670 | CARRCARRIER GLOBAL CORPORATION COM | 5,678 | $339.0M | 0.01% | |
| 671 | BKRBAKER HUGHES COMPANY CL A | 6,950 | $338.6M | 0.01% | |
| 672 | AMTAMERICAN TOWER CORP NEW COM | 1,758 | $338.2M | 0.01% | |
| 673 | LENLENNAR CORP CL A | 2,677 | $337.4M | 0.01% | |
| 674 | EGPEASTGROUP PPTYS INC COM | 1,991 | $337.0M | 0.01% | |
| 675 | NTRANATERA INC COM | 2,089 | $336.3M | 0.01% | |
| 676 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 3,534 | $336.2M | 0.01% | |
| 677 | VHTVANGUARD HEALTH CARE ETF | 1,280 | $332.3M | 0.01% | |
| 678 | LPLALPL FINL HLDGS INC COM | 997 | $331.7M | 0.01% | |
| 679 | IEVISHARES EUROPE ETF | 5,061 | $331.4M | 0.01% | |
| 680 | HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | 10,723 | $330.3M | 0.01% | |
| 681 | CAGCONAGRA BRANDS INC COM | 17,985 | $329.3M | 0.01% | |
| 682 | GPIGROUP 1 AUTOMOTIVE INC COM | 751 | $328.8M | 0.01% | |
| 683 | KMBKIMBERLY-CLARK CORP COM | 2,642 | $328.4M | 0.01% | |
| 684 | CPAYCORPAY INC COM SHS | 1,139 | $328.0M | 0.01% | |
| 685 | SESEA LTD SPONSORD ADS | 1,835 | $328.0M | 0.01% | |
| 686 | AXONAXON ENTERPRISE INC COM | 456 | $327.2M | 0.01% | |
| 687 | AYIACUITY INC COM | 950 | $327.2M | 0.01% | |
| 688 | EX9EXELIXIS INC COM | 7,919 | $327.1M | 0.01% | |
| 689 | CVNACARVANA CO CL A | 864 | $325.9M | 0.01% | |
| 690 | MDBMONGODB INC CL A | 1,049 | $325.6M | 0.01% | |
| 691 | CWCURTISS WRIGHT CORP COM | 597 | $324.1M | 0.01% | |
| 692 | FLTWFRANKLIN FTSE TAIWAN ETF | 5,496 | $322.8M | 0.01% | |
| 693 | WECWEC ENERGY GROUP INC COM | 2,815 | $322.6M | 0.01% | |
| 694 | HUBSHUBSPOT INC COM | 689 | $322.3M | 0.01% | |
| 695 | WABWABTEC COM | 1,607 | $322.0M | 0.01% | |
| 696 | TDYTELEDYNE TECHNOLOGIES INC COM | 549 | $321.8M | 0.01% | |
| 697 | CITHE CIGNA GROUP COM | 1,115 | $321.8M | 0.01% | |
| 698 | EQTEQT CORP COM | 5,905 | $321.4M | 0.01% | |
| 699 | MARMARRIOTT INTL INC NEW CL A | 1,233 | $321.1M | 0.01% | |
| 700 | CAHCARDINAL HEALTH INC COM | 2,038 | $319.8M | 0.01% |