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 |
|---|---|---|---|---|---|
| 501 | MRVLMARVELL TECHNOLOGY INC COM | 6,532 | $549K | 0.00% | |
| 502 | ORIOLD REP INTL CORP COM | 12,110 | $547K | 0.00% | |
| 503 | HBANHUNTINGTON BANCSHARES INC COM | 31,896 | $547K | 0.00% | |
| 504 | ABGCENCORA INC COM | 1,633 | $546K | 0.00% | |
| 505 | EEMISHARES MSCI EMERGING MARKETS ETF | 10,018 | $546K | 0.00% | |
| 506 | AITAPPLIED INDL TECHNOLOGIES INC COM | 2,137 | $545K | 0.00% | |
| 507 | AMEAMETEK INC COM | 2,682 | $545K | 0.00% | |
| 508 | EHCENCOMPASS HEALTH CORP COM | 5,172 | $545K | 0.00% | |
| 509 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 34,679 | $544K | 0.00% | |
| 510 | SPGSIMON PPTY GROUP INC NEW COM | 2,952 | $542K | 0.00% | |
| 511 | HIGHARTFORD INSURANCE GROUP INC COM | 3,986 | $541K | 0.00% | |
| 512 | EX9EXELIXIS INC COM | 12,411 | $538K | 0.00% | |
| 513 | ALSALLSTATE CORP COM | 2,602 | $536K | 0.00% | |
| 514 | AG8AGILENT TECHNOLOGIES INC COM | 3,969 | $535K | 0.00% | |
| 515 | KMIKINDER MORGAN INC DEL COM | 19,643 | $534K | 0.00% | |
| 516 | COLBCOLUMBIA BKG SYS INC COM | 19,246 | $534K | 0.00% | |
| 517 | VEUVanguard FTSE All-World Ex-US Index Fund ETF | 7,275 | $534K | 0.00% | |
| 518 | CMECME GROUP INC COM | 1,978 | $534K | 0.00% | |
| 519 | DTMDT MIDSTREAM INC COMMON STOCK | 4,516 | $534K | 0.00% | |
| 520 | TELTE CONNECTIVITY PLC ORD SHS | 2,372 | $533K | 0.00% | |
| 521 | MSCIMSCI INC COM | 934 | $531K | 0.00% | |
| 522 | PFEPFIZER INC COM | 21,416 | $528K | 0.00% | |
| 523 | NVTNVENT ELECTRIC PLC SHS | 5,210 | $528K | 0.00% | |
| 524 | SHELSHELL PLC SPON ADS | 7,207 | $524K | 0.00% | |
| 525 | TMUST-MOBILE US INC COM | 2,608 | $523K | 0.00% | |
| 526 | KBIAKB FINL GROUP INC SPONSORED ADR | 6,126 | $522K | 0.00% | |
| 527 | NVSNNOVARTIS AG SPONSORED ADR | 3,823 | $522K | 0.00% | |
| 528 | EXASEXACT SCIENCES CORP COM | 5,158 | $520K | 0.00% | |
| 529 | NYTNEW YORK TIMES CO MTN BE CL A | 7,556 | $519K | 0.00% | |
| 530 | VRSNVERISIGN INC COM | 2,154 | $518K | 0.00% | |
| 531 | NRANRG ENERGY INC COM NEW | 3,256 | $512K | 0.00% | |
| 532 | VENVENTAS INC COM | 6,626 | $509K | 0.00% | |
| 533 | T7DTRANSDIGM GROUP INC COM | 384 | $508K | 0.00% | |
| 534 | CMCSACOMCAST CORP NEW CL A | 17,157 | $508K | 0.00% | |
| 535 | MKTXMARKETAXESS HLDGS INC COM | 2,826 | $507K | 0.00% | |
| 536 | ESIMEVENTIDE INTERNATIONAL ETF | 20,023 | $506K | 0.00% | |
| 537 | HIIHUNTINGTON INGALLS INDS INC COM | 1,479 | $500K | 0.00% | |
| 538 | GRMNGARMIN LTD SHS | 2,505 | $500K | 0.00% | |
| 539 | SPHQINVESCO S&P 500 QUALITY ETF | 6,662 | $499K | 0.00% | |
| 540 | ADTADT INC DEL COM | 62,309 | $499K | 0.00% | |
| 541 | THCTENET HEALTHCARE CORP COM NEW | 2,533 | $499K | 0.00% | |
| 542 | XCEMCOLUMBIA EM CORE EX-CHINA ETF | 12,973 | $497K | 0.00% | |
| 543 | VEEVVEEVA SYS INC CL A COM | 2,237 | $495K | 0.00% | |
| 544 | ECLECOLAB INC COM | 1,905 | $495K | 0.00% | |
| 545 | IBNICICI BK LTD HONG KONG BRANCH ADR | 16,609 | $492K | 0.00% | |
| 546 | ADSKAUTODESK INC COM | 1,669 | $490K | 0.00% | |
| 547 | VRTXVERTEX PHARMACEUTICALS INC COM | 1,091 | $488K | 0.00% | |
| 548 | BPBP PLC SPONSORED ADR | 14,177 | $487K | 0.00% | |
| 549 | BWABORGWARNER INC COM | 10,917 | $486K | 0.00% | |
| 550 | ITGARTNER INC COM | 1,947 | $486K | 0.00% | |
| 551 | VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 4,816 | $485K | 0.00% | |
| 552 | CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 5,411 | $482K | 0.00% | |
| 553 | ROSTROSS STORES INC COM | 2,709 | $482K | 0.00% | |
| 554 | CSXCSX CORP COM | 13,462 | $482K | 0.00% | |
| 555 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 10,619 | $479K | 0.00% | |
| 556 | IDXXIDEXX LABS INC COM | 713 | $478K | 0.00% | |
| 557 | SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | 19,189 | $477K | 0.00% | |
| 558 | URIUNITED RENTALS INC COM | 591 | $474K | 0.00% | |
| 559 | JHGJANUS HENDERSON GROUP PLC ORD SHS | 10,033 | $473K | 0.00% | |
| 560 | STZCONSTELLATION BRANDS INC CL A | 3,458 | $472K | 0.00% | |
| 561 | BMOBANK MONTREAL MEDIUM COM | 3,666 | $472K | 0.00% | |
| 562 | MTGMGIC INVT CORP WIS COM | 16,264 | $469K | 0.00% | |
| 563 | MCOMOODYS CORP COM | 927 | $468K | 0.00% | |
| 564 | SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 5,644 | $465K | 0.00% | |
| 565 | SYFSYNCHRONY FINANCIAL COM | 5,618 | $464K | 0.00% | |
| 566 | FISVFISERV INC COM | 6,988 | $464K | 0.00% | |
| 567 | IBDINSPIRE CORPORATE BOND ETF | 19,126 | $462K | 0.00% | |
| 568 | METMETLIFE INC COM | 5,908 | $461K | 0.00% | |
| 569 | SANBANCO SANTANDER SA ADR | 39,375 | $458K | 0.00% | |
| 570 | EFGISHARES MSCI EAFE GROWTH ETF | 4,040 | $457K | 0.00% | |
| 571 | USXFISHARES ESG ADVANCED MSCI USA ETF | 7,942 | $456K | 0.00% | |
| 572 | FDSFACTSET RESH SYS INC COM | 1,579 | $453K | 0.00% | |
| 573 | AKREAKRE FOCUS ETF | 6,892 | $451K | 0.00% | |
| 574 | TOLTOLL BROTHERS INC COM | 3,352 | $449K | 0.00% | |
| 575 | COKECOCA COLA CONS INC COM | 2,955 | $448K | 0.00% | |
| 576 | OMCOMNICOM GROUP INC COM | 5,610 | $447K | 0.00% | |
| 577 | DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 9,215 | $443K | 0.00% | |
| 578 | ODFLOLD DOMINION FREIGHT LINE INC COM | 2,853 | $442K | 0.00% | |
| 579 | LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | 84,042 | $442K | 0.00% | |
| 580 | WPMWHEATON PRECIOUS METALS CORP COM | 3,785 | $441K | 0.00% | |
| 581 | ATDATI INC COM | 3,867 | $439K | 0.00% | |
| 582 | WECWEC ENERGY GROUP INC COM | 4,173 | $435K | 0.00% | |
| 583 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 2,967 | $433K | 0.00% | |
| 584 | FNFABRINET SHS | 964 | $433K | 0.00% | |
| 585 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 8,585 | $433K | 0.00% | |
| 586 | HPEHEWLETT PACKARD ENTERPRISE CO COM | 18,143 | $431K | 0.00% | |
| 587 | OREALTY INCOME CORP COM | 7,769 | $431K | 0.00% | |
| 588 | OUNZVANECK MERK GOLD ETF | 10,355 | $429K | 0.00% | |
| 589 | HLIHOULIHAN LOKEY INC CL A | 2,478 | $428K | 0.00% | |
| 590 | NSCNORFOLK SOUTHN CORP COM | 1,492 | $426K | 0.00% | |
| 591 | SONYSONY GROUP CORP SPONSORED ADR | 16,801 | $424K | 0.00% | |
| 592 | AXSAXIS CAP HLDGS LTD SHS | 3,988 | $424K | 0.00% | |
| 593 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 3,226 | $423K | 0.00% | |
| 594 | OTISOTIS WORLDWIDE CORP COM | 4,906 | $422K | 0.00% | |
| 595 | AFLAFLAC INC COM | 3,870 | $422K | 0.00% | |
| 596 | ARMARM HOLDINGS PLC SPONSORED ADS | 3,851 | $419K | 0.00% | |
| 597 | MUBISHARES NATIONAL MUNI BOND ETF | 3,929 | $419K | 0.00% | |
| 598 | BIIBBIOGEN INC COM | 2,398 | $418K | 0.00% | |
| 599 | ALNYALNYLAM PHARMACEUTICALS INC COM | 1,061 | $417K | 0.00% | |
| 600 | AWIARMSTRONG WORLD INDS INC NEW COM | 2,203 | $416K | 0.00% |