EverSource Wealth Advisors, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.7T
Holdings
4,271
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (4,271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | WMWASTE MGMT INC DEL COM | 5,273 | $1.2M | 0.00% | |
| 302 | OXYOCCIDENTAL PETE CORP COM | 28,010 | $1.1M | 0.00% | |
| 303 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 47,598 | $1.1M | 0.00% | |
| 304 | DHRDANAHER CORPORATION COM | 5,017 | $1.1M | 0.00% | |
| 305 | MEDPMEDPACE HLDGS INC COM | 2,016 | $1.1M | 0.00% | |
| 306 | ABNBAIRBNB INC COM CL A | 8,314 | $1.1M | 0.00% | |
| 307 | XLEEnergy Select Sector SPDR ETF | 25,127 | $1.1M | 0.00% | |
| 308 | VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | 22,866 | $1.1M | 0.00% | |
| 309 | VXFVANGUARD EXTENDED MARKET ETF | 5,365 | $1.1M | 0.00% | |
| 310 | WELLWELLTOWER INC COM | 6,059 | $1.1M | 0.00% | |
| 311 | QQQMINVESCO NASDAQ 100 ETF | 4,411 | $1.1M | 0.00% | |
| 312 | BABOEING CO COM | 5,161 | $1.1M | 0.00% | |
| 313 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 47,501 | $1.1M | 0.00% | |
| 314 | BITUPROSHARES ULTRA BITCOIN ETF | 49,687 | $1.1M | 0.00% | |
| 315 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 12,175 | $1.1M | 0.00% | |
| 316 | PKGPACKAGING CORP AMER COM | 5,307 | $1.1M | 0.00% | |
| 317 | TTTRANE TECHNOLOGIES PLC SHS | 2,803 | $1.1M | 0.00% | |
| 318 | BACVERIZON COMMUNICATIONS INC COM | 26,684 | $1.1M | 0.00% | |
| 319 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 26,191 | $1.1M | 0.00% | |
| 320 | LCTUISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 14,517 | $1.1M | 0.00% | |
| 321 | ISRGINTUITIVE SURGICAL INC COM NEW | 1,885 | $1.1M | 0.00% | |
| 322 | ZMZOOM COMMUNICATIONS INC CL A | 12,334 | $1.1M | 0.00% | |
| 323 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 45,330 | $1.1M | 0.00% | |
| 324 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,750 | $1.1M | 0.00% | |
| 325 | JBHTHUNT J B TRANS SVCS INC COM | 5,420 | $1.0M | 0.00% | |
| 326 | REGNREGENERON PHARMACEUTICALS COM | 1,363 | $1.0M | 0.00% | |
| 327 | DUKDUKE ENERGY CORP NEW COM NEW | 8,977 | $1.0M | 0.00% | |
| 328 | FLG 6 11/01/51FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51 | 26,089 | $1.0M | 0.00% | |
| 329 | QFLRINNOVATOR NASDAQ-100 MANAGED FLOOR ETF | 30,300 | $1.0M | 0.00% | |
| 330 | CGMUCAPITAL GROUP MUNICIPAL INCOME ETF | 37,901 | $1.0M | 0.00% | |
| 331 | PHPARKER-HANNIFIN CORP COM | 1,180 | $1.0M | 0.00% | |
| 332 | DGXQUEST DIAGNOSTICS INC COM | 5,956 | $1.0M | 0.00% | |
| 333 | DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF | 30,460 | $1.0M | 0.00% | |
| 334 | RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 39,101 | $1.0M | 0.00% | |
| 335 | ACNACCENTURE PLC IRELAND SHS CLASS A | 3,844 | $1.0M | 0.00% | |
| 336 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 40,778 | $1.0M | 0.00% | |
| 337 | GDXJVANECK JUNIOR GOLD MINERS ETF | 8,982 | $1.0M | 0.00% | |
| 338 | IWMISHARES RUSSELL 2000 ETF | 4,156 | $1.0M | 0.00% | |
| 339 | WMBWILLIAMS COS INC COM | 17,045 | $1.0M | 0.00% | |
| 340 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,749 | $1.0M | 0.00% | |
| 341 | VOTVANGUARD MID-CAP GROWTH ETF | 3,616 | $1.0M | 0.00% | |
| 342 | NEENEXTERA ENERGY INC COM | 12,630 | $1.0M | 0.00% | |
| 343 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 21,949 | $998K | 0.00% | |
| 344 | FCXFREEPORT-MCMORAN INC CL B | 19,697 | $994K | 0.00% | |
| 345 | DALDELTA AIR LINES INC COM NEW | 14,317 | $990K | 0.00% | |
| 346 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 26,418 | $987K | 0.00% | |
| 347 | ETNEATON CORP PLC SHS | 3,119 | $987K | 0.00% | |
| 348 | SCHESCHWAB EMERGING MARKETS EQUITY ETF | 29,753 | $974K | 0.00% | |
| 349 | ELCVEVENTIDE HIGH DIVIDEND ETF | 36,550 | $968K | 0.00% | |
| 350 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 20,198 | $965K | 0.00% | |
| 351 | NETCLOUDFLARE INC CL A COM | 4,905 | $962K | 0.00% | |
| 352 | FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | 16,035 | $960K | 0.00% | |
| 353 | RBLXROBLOX CORP CL A | 11,785 | $951K | 0.00% | |
| 354 | CMICUMMINS INC COM | 1,863 | $947K | 0.00% | |
| 355 | INTUINTUIT COM | 1,431 | $942K | 0.00% | |
| 356 | MDTMEDTRONIC PLC SHS | 9,814 | $938K | 0.00% | |
| 357 | RYROYAL BK CDA COM | 5,477 | $928K | 0.00% | |
| 358 | BLKBLACKROCK INC COM | 863 | $918K | 0.00% | |
| 359 | AGQPROSHARES ULTRA SILVER | 5,916 | $917K | 0.00% | |
| 360 | FTITECHNIPFMC PLC COM | 20,686 | $916K | 0.00% | |
| 361 | CMGCHIPOTLE MEXICAN GRILL INC COM | 24,907 | $916K | 0.00% | |
| 362 | SCHZSCHWAB US AGGREGATE BOND ETF | 39,259 | $916K | 0.00% | |
| 363 | STESTERIS PLC SHS USD | 3,629 | $915K | 0.00% | |
| 364 | NDAQNASDAQ INC COM | 9,412 | $909K | 0.00% | |
| 365 | UBERUBER TECHNOLOGIES INC COM | 11,192 | $909K | 0.00% | |
| 366 | NOCNORTHROP GRUMMAN CORP COM | 1,608 | $909K | 0.00% | |
| 367 | DVNDEVON ENERGY CORP NEW COM | 24,850 | $905K | 0.00% | |
| 368 | SHOPSHOPIFY INC CL A SUB VTG SHS | 5,617 | $899K | 0.00% | |
| 369 | CCLCARNIVAL CORP COMMON STOCK | 29,347 | $892K | 0.00% | |
| 370 | A4SAMERIPRISE FINL INC COM | 1,831 | $891K | 0.00% | |
| 371 | DISDISNEY WALT CO COM | 7,856 | $889K | 0.00% | |
| 372 | AXONAXON ENTERPRISE INC COM | 1,574 | $888K | 0.00% | |
| 373 | AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 9,883 | $885K | 0.00% | |
| 374 | ADIANALOG DEVICES INC COM | 3,283 | $883K | 0.00% | |
| 375 | XELXCEL ENERGY INC COM | 11,885 | $872K | 0.00% | |
| 376 | IIIVI3 VERTICALS INC COM CL A | 34,531 | $868K | 0.00% | |
| 377 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 18,519 | $866K | 0.00% | |
| 378 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 16,383 | $865K | 0.00% | |
| 379 | SPOTSPOTIFY TECHNOLOGY S A SHS | 1,495 | $863K | 0.00% | |
| 380 | BOILPROSHARES ULTRA BLOOMBERG NATURAL GAS | 37,645 | $862K | 0.00% | |
| 381 | TPRTAPESTRY INC COM | 6,774 | $860K | 0.00% | |
| 382 | LOWLOWES COS INC COM | 3,544 | $848K | 0.00% | |
| 383 | DGDOLLAR GEN CORP NEW COM | 6,344 | $835K | 0.00% | |
| 384 | SCHHSCHWAB U.S. REIT ETF | 39,441 | $823K | 0.00% | |
| 385 | ETENERGY TRANSFER L P COM UT LTD PTN | 49,182 | $810K | 0.00% | |
| 386 | IQVIQVIA HLDGS INC COM | 3,599 | $806K | 0.00% | |
| 387 | ICEINTERCONTINENTAL EXCHANGE INC COM | 5,014 | $805K | 0.00% | |
| 388 | ROPROPER TECHNOLOGIES INC COM | 1,804 | $801K | 0.00% | |
| 389 | SPGIS&P GLOBAL INC COM | 1,542 | $800K | 0.00% | |
| 390 | VRTVERTIV HOLDINGS CO COM CL A | 4,981 | $800K | 0.00% | |
| 391 | USBUS BANCORP DEL COM NEW | 14,965 | $796K | 0.00% | |
| 392 | BDXBECTON DICKINSON & CO COM | 4,134 | $796K | 0.00% | |
| 393 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 6,653 | $794K | 0.00% | |
| 394 | ILFISHARES LATIN AMERICA 40 ETF | 25,995 | $791K | 0.00% | |
| 395 | TAT&T INC COM | 31,832 | $785K | 0.00% | |
| 396 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 5,478 | $783K | 0.00% | |
| 397 | ILMNILLUMINA INC COM | 5,977 | $780K | 0.00% | |
| 398 | PLDPROLOGIS INC. COM | 6,107 | $774K | 0.00% | |
| 399 | TFCTRUIST FINL CORP COM | 15,828 | $773K | 0.00% | |
| 400 | GLWCORNING INC COM | 8,872 | $772K | 0.00% |