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 |
|---|---|---|---|---|---|
| 401 | EOGEOG RES INC COM | 7,392 | $771K | 0.00% | |
| 402 | VGLTVANGUARD LONG-TERM TREASURY ETF | 13,825 | $769K | 0.00% | |
| 403 | HLTHILTON WORLDWIDE HLDGS INC COM | 2,658 | $759K | 0.00% | |
| 404 | DSIISHARES ESG MSCI KLD 400 ETF | 5,848 | $752K | 0.00% | |
| 405 | BBYBEST BUY INC COM | 11,280 | $750K | 0.00% | |
| 406 | MMM3M CO COM | 4,673 | $742K | 0.00% | |
| 407 | WCNWASTE CONNECTIONS INC COM | 4,247 | $739K | 0.00% | |
| 408 | SFBSSERVISFIRST BANCSHARES INC COM | 10,280 | $732K | 0.00% | |
| 409 | HBC2HSBC HLDGS PLC SPON ADR NEW | 9,356 | $732K | 0.00% | |
| 410 | EMEEMCOR GROUP INC COM | 1,201 | $728K | 0.00% | |
| 411 | BSXBOSTON SCIENTIFIC CORP COM | 7,700 | $727K | 0.00% | |
| 412 | AZNASTRAZENECA PLC ORD | 7,954 | $726K | 0.00% | |
| 413 | SAPSAP SE SPON ADR | 2,998 | $723K | 0.00% | |
| 414 | TERTERADYNE INC COM | 3,756 | $722K | 0.00% | |
| 415 | SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 12,717 | $722K | 0.00% | |
| 416 | JCIJOHNSON CTLS INTL PLC SHS | 6,052 | $718K | 0.00% | |
| 417 | AJGGALLAGHER ARTHUR J & CO COM | 2,795 | $718K | 0.00% | |
| 418 | GILDGILEAD SCIENCES INC COM | 5,913 | $718K | 0.00% | |
| 419 | IYWISHARES U.S. TECHNOLOGY ETF | 3,601 | $716K | 0.00% | |
| 420 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 8,869 | $714K | 0.00% | |
| 421 | ETRENTERGY CORP NEW COM | 7,720 | $709K | 0.00% | |
| 422 | LVSLAS VEGAS SANDS CORP COM | 11,005 | $709K | 0.00% | |
| 423 | TRGPTARGA RES CORP COM | 3,854 | $706K | 0.00% | |
| 424 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 11,061 | $706K | 0.00% | |
| 425 | VSTVISTRA CORP COM | 4,410 | $706K | 0.00% | |
| 426 | NTRANATERA INC COM | 3,089 | $704K | 0.00% | |
| 427 | TMTOYOTA MOTOR CORP ADS | 3,305 | $702K | 0.00% | |
| 428 | ROLROLLINS INC COM | 11,789 | $700K | 0.00% | |
| 429 | YEARAB ULTRA SHORT INCOME ETF | 13,871 | $699K | 0.00% | |
| 430 | EWPISHARES MSCI SPAIN ETF | 12,965 | $698K | 0.00% | |
| 431 | ELVELEVANCE HEALTH INC FORMERLY A COM | 2,001 | $697K | 0.00% | |
| 432 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,705 | $690K | 0.00% | |
| 433 | AEPAMERICAN ELEC PWR CO INC COM | 6,020 | $689K | 0.00% | |
| 434 | RFREGIONS FINANCIAL CORP NEW COM | 25,461 | $684K | 0.00% | |
| 435 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 7,759 | $683K | 0.00% | |
| 436 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 6,837 | $680K | 0.00% | |
| 437 | SYKSTRYKER CORPORATION COM | 1,946 | $680K | 0.00% | |
| 438 | ESTCELASTIC N V ORD SHS | 9,048 | $679K | 0.00% | |
| 439 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 4,795 | $676K | 0.00% | |
| 440 | MPWRMONOLITHIC PWR SYS INC COM | 749 | $674K | 0.00% | |
| 441 | AMTAMERICAN TOWER CORP COM | 3,859 | $671K | 0.00% | |
| 442 | AVLVAVANTIS U.S. LARGE CAP VALUE ETF | 8,829 | $668K | 0.00% | |
| 443 | TSNTYSON FOODS INC CL A | 11,479 | $668K | 0.00% | |
| 444 | RCLROYAL CARIBBEAN GROUP COM | 2,412 | $668K | 0.00% | |
| 445 | FBNDFIDELITY TOTAL BOND ETF | 14,415 | $663K | 0.00% | |
| 446 | SHWSHERWIN WILLIAMS CO COM | 2,052 | $661K | 0.00% | |
| 447 | TXNTEXAS INSTRS INC COM | 3,827 | $658K | 0.00% | |
| 448 | ENBENBRIDGE INC COM | 13,836 | $657K | 0.00% | |
| 449 | MNSTMONSTER BEVERAGE CORP NEW COM | 8,611 | $656K | 0.00% | |
| 450 | SNDKSANDISK CORP COM | 2,776 | $654K | 0.00% | |
| 451 | BKBANK NEW YORK MELLON CORP COM | 5,664 | $653K | 0.00% | |
| 452 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 3,237 | $653K | 0.00% | |
| 453 | FLJPFRANKLIN FTSE JAPAN ETF | 18,971 | $652K | 0.00% | |
| 454 | GISGENERAL MILLS INC COM | 14,033 | $648K | 0.00% | |
| 455 | KDPKEURIG DR PEPPER INC COM | 23,232 | $645K | 0.00% | |
| 456 | UALUNITED AIRLS HLDGS INC COM | 5,822 | $643K | 0.00% | |
| 457 | HONHONEYWELL INTL INC COM | 3,321 | $641K | 0.00% | |
| 458 | TBILUS TREASURY 3 MONTH BILL ETF | 12,722 | $634K | 0.00% | |
| 459 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 2,844 | $628K | 0.00% | |
| 460 | DFAWDIMENSIONAL WORLD EQUITY ETF | 8,497 | $628K | 0.00% | |
| 461 | OAIMONEASCENT INTERNATIONAL EQUITY ETF | 15,194 | $628K | 0.00% | |
| 462 | CBSHCOMMERCE BANCSHARES INC COM | 12,012 | $625K | 0.00% | |
| 463 | CBRECBRE GROUP INC CL A | 3,911 | $623K | 0.00% | |
| 464 | UTHUNITED THERAPEUTICS CORP DEL COM | 1,288 | $623K | 0.00% | |
| 465 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 2,905 | $623K | 0.00% | |
| 466 | ULTAULTA BEAUTY INC COM | 1,033 | $621K | 0.00% | |
| 467 | BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 12,407 | $620K | 0.00% | |
| 468 | UBSUBS GROUP AG SHS | 13,500 | $620K | 0.00% | |
| 469 | FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 13,461 | $620K | 0.00% | |
| 470 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 816 | $614K | 0.00% | |
| 471 | PYPLPAYPAL HLDGS INC COM | 10,577 | $612K | 0.00% | |
| 472 | NBIXNEUROCRINE BIOSCIENCES INC COM | 4,355 | $612K | 0.00% | |
| 473 | MLIMUELLER INDS INC COM | 5,361 | $611K | 0.00% | |
| 474 | EMREMERSON ELEC CO COM | 4,640 | $611K | 0.00% | |
| 475 | MDLZMONDELEZ INTL INC CL A | 11,376 | $607K | 0.00% | |
| 476 | NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | 27,382 | $607K | 0.00% | |
| 477 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2,202 | $602K | 0.00% | |
| 478 | HASHASBRO INC COM | 7,374 | $600K | 0.00% | |
| 479 | FTNTFORTINET INC COM | 7,580 | $598K | 0.00% | |
| 480 | EVREVERCORE PARTNERS INC CLASS A | 1,774 | $598K | 0.00% | |
| 481 | MOALTRIA GROUP INC COM | 10,435 | $596K | 0.00% | |
| 482 | LYFTLYFT INC CL A COM | 30,852 | $595K | 0.00% | |
| 483 | PNRPENTAIR PLC SHS | 5,762 | $594K | 0.00% | |
| 484 | SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 30,862 | $592K | 0.00% | |
| 485 | MSIMOTOROLA SOLUTIONS INC COM NEW | 1,556 | $590K | 0.00% | |
| 486 | SUSLISHARES ESG MSCI USA LEADERS ETF | 4,864 | $589K | 0.00% | |
| 487 | PTLCPACER TRENDPILOT US LARGE CAP ETF | 10,551 | $586K | 0.00% | |
| 488 | TTETOTALENERGIES SE ACT | 8,970 | $581K | 0.00% | |
| 489 | TRVTRAVELERS COMPANIES INC COM | 2,012 | $578K | 0.00% | |
| 490 | PULSPGIM ULTRA SHORT BOND ETF | 11,636 | $577K | 0.00% | |
| 491 | SCCOSOUTHERN COPPER CORP COM | 3,979 | $566K | 0.00% | |
| 492 | MDBMONGODB INC CL A | 1,358 | $565K | 0.00% | |
| 493 | APPAPPLOVIN CORP COM CL A | 841 | $561K | 0.00% | |
| 494 | TXTTEXTRON INC COM | 6,495 | $560K | 0.00% | |
| 495 | LHXL3HARRIS TECHNOLOGIES INC COM | 1,933 | $560K | 0.00% | |
| 496 | SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 21,767 | $560K | 0.00% | |
| 497 | CLCOLGATE PALMOLIVE CO COM | 7,147 | $559K | 0.00% | |
| 498 | CFGCITIZENS FINL GROUP INC COM | 9,607 | $556K | 0.00% | |
| 499 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,791 | $555K | 0.00% | |
| 500 | AONAON PLC SHS CL A | 1,584 | $552K | 0.00% |