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 |
|---|---|---|---|---|---|
| 601 | CMACOMERICA INC COM | 4,831 | $415K | 0.00% | |
| 602 | ESGEISHARES ESG AWARE MSCI EM ETF | 9,417 | $415K | 0.00% | |
| 603 | MTDMETTLER TOLEDO INTERNATIONAL COM | 302 | $415K | 0.00% | |
| 604 | HCAHCA HEALTHCARE INC COM | 897 | $414K | 0.00% | |
| 605 | EWEDWARDS LIFESCIENCES CORP COM | 4,918 | $414K | 0.00% | |
| 606 | SYYSYSCO CORP COM | 5,714 | $414K | 0.00% | |
| 607 | RLRALPH LAUREN CORP CL A | 1,172 | $411K | 0.00% | |
| 608 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2,763 | $410K | 0.00% | |
| 609 | HWMHOWMET AEROSPACE INC COM | 2,029 | $410K | 0.00% | |
| 610 | ZSZSCALER INC COM | 1,840 | $409K | 0.00% | |
| 611 | XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3,435 | $409K | 0.00% | |
| 612 | ARMKARAMARK COM | 11,133 | $407K | 0.00% | |
| 613 | CITHE CIGNA GROUP COM | 1,504 | $407K | 0.00% | |
| 614 | CPAYCORPAY INC COM SHS | 1,362 | $406K | 0.00% | |
| 615 | VNQVANGUARD REAL ESTATE ETF | 4,598 | $405K | 0.00% | |
| 616 | WFWOORI FINL GROUP INC SPONSORED ADS | 6,886 | $402K | 0.00% | |
| 617 | ANAUTONATION INC COM | 1,959 | $400K | 0.00% | |
| 618 | EAELECTRONIC ARTS INC COM | 1,972 | $398K | 0.00% | |
| 619 | SCHMSCHWAB U.S. MID-CAP ETF | 13,249 | $398K | 0.00% | |
| 620 | BPOPPOPULAR INC COM NEW | 3,227 | $397K | 0.00% | |
| 621 | EQIXEQUINIX INC COM | 520 | $394K | 0.00% | |
| 622 | IVLUISHARES MSCI INTL VALUE FACTOR ETF | 10,407 | $393K | 0.00% | |
| 623 | NTNXNUTANIX INC CL A | 7,700 | $393K | 0.00% | |
| 624 | ROKUROKU INC COM CL A | 3,664 | $393K | 0.00% | |
| 625 | DKNGDRAFTKINGS INC NEW COM CL A | 11,506 | $392K | 0.00% | |
| 626 | CCKCROWN HLDGS INC COM | 3,854 | $391K | 0.00% | |
| 627 | FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | 9,387 | $391K | 0.00% | |
| 628 | LECOLINCOLN ELEC HLDGS INC COM | 1,644 | $388K | 0.00% | |
| 629 | BKRBAKER HUGHES COMPANY CL A | 8,590 | $386K | 0.00% | |
| 630 | AIGAMERICAN INTL GROUP INC COM NEW | 4,566 | $385K | 0.00% | |
| 631 | LAMRLAMAR ADVERTISING CO CL A | 3,073 | $384K | 0.00% | |
| 632 | SOXXISHARES SEMICONDUCTOR ETF | 1,276 | $384K | 0.00% | |
| 633 | SYU1SYNOVUS FINL CORP COM NEW | 7,789 | $383K | 0.00% | |
| 634 | FICOFAIR ISAAC CORP COM | 229 | $383K | 0.00% | |
| 635 | CVNACARVANA CO CL A | 917 | $383K | 0.00% | |
| 636 | UYLDANGEL OAK ULTRASHORT INCOME ETF | 7,499 | $383K | 0.00% | |
| 637 | CAHCARDINAL HEALTH INC COM | 1,892 | $382K | 0.00% | |
| 638 | COOCOOPER COS INC COM | 4,696 | $381K | 0.00% | |
| 639 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 7,625 | $379K | 0.00% | |
| 640 | EPDENTERPRISE PRODS PARTNERS L P COM | 11,812 | $378K | 0.00% | |
| 641 | SBUXSTARBUCKS CORP COM | 4,569 | $378K | 0.00% | |
| 642 | BCSBARCLAYS PLC ADR | 15,039 | $378K | 0.00% | |
| 643 | SMHVANECK SEMICONDUCTOR ETF | 1,046 | $376K | 0.00% | |
| 644 | OSISOSI SYSTEMS INC COM | 1,475 | $374K | 0.00% | |
| 645 | IVZINVESCO LTD SHS | 14,389 | $374K | 0.00% | |
| 646 | DDOMINION ENERGY INC COM | 6,452 | $372K | 0.00% | |
| 647 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 6,893 | $371K | 0.00% | |
| 648 | CWCURTISS WRIGHT CORP COM | 681 | $369K | 0.00% | |
| 649 | CITCINTAS CORP COM | 1,985 | $368K | 0.00% | |
| 650 | MARMARRIOTT INTL INC NEW CL A | 1,201 | $367K | 0.00% | |
| 651 | VHTVANGUARD HEALTH CARE ETF | 1,280 | $367K | 0.00% | |
| 652 | VMCVULCAN MATLS CO COM | 1,300 | $366K | 0.00% | |
| 653 | BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | 7,225 | $366K | 0.00% | |
| 654 | ACGLARCH CAP GROUP LTD ORD | 3,840 | $365K | 0.00% | |
| 655 | RPRXROYALTY PHARMA PLC SHS CLASS A | 9,535 | $365K | 0.00% | |
| 656 | ALLEALLEGION PLC ORD SHS | 2,320 | $363K | 0.00% | |
| 657 | IEVISHARES EUROPE ETF | 5,319 | $363K | 0.00% | |
| 658 | ROKROCKWELL AUTOMATION INC COM | 949 | $363K | 0.00% | |
| 659 | DASHDOORDASH INC CL A | 1,621 | $363K | 0.00% | |
| 660 | MFCMANULIFE FINL CORP COM | 10,105 | $363K | 0.00% | |
| 661 | ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | 22,765 | $362K | 0.00% | |
| 662 | MTCHMATCH GROUP INC NEW COM | 11,303 | $362K | 0.00% | |
| 663 | UGIUGI CORP NEW COM | 9,842 | $362K | 0.00% | |
| 664 | HEGDSWAN HEDGED EQUITY US LARGE CAP ETF | 14,327 | $361K | 0.00% | |
| 665 | PWBINVESCO LARGE CAP GROWTH ETF | 2,843 | $361K | 0.00% | |
| 666 | TRMBTRIMBLE INC COM | 4,640 | $359K | 0.00% | |
| 667 | HDBHDFC BANK LTD SPONSORED ADS | 9,948 | $359K | 0.00% | |
| 668 | PAYXPAYCHEX INC COM | 3,258 | $359K | 0.00% | |
| 669 | BMRNBIOMARIN PHARMACEUTICAL INC COM | 6,093 | $358K | 0.00% | |
| 670 | IPINTERNATIONAL PAPER CO COM | 9,216 | $358K | 0.00% | |
| 671 | PPCPILGRIMS PRIDE CORP COM | 9,238 | $357K | 0.00% | |
| 672 | EFXEQUIFAX INC COM | 1,674 | $357K | 0.00% | |
| 673 | DYHTARGET CORP COM | 3,704 | $357K | 0.00% | |
| 674 | REEVEREST GROUP LTD COM | 1,064 | $357K | 0.00% | |
| 675 | WRBBERKLEY W R CORP COM | 5,175 | $356K | 0.00% | |
| 676 | SRESEMPRA COM | 4,079 | $355K | 0.00% | |
| 677 | DDOGDATADOG INC CL A COM | 2,650 | $355K | 0.00% | |
| 678 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 4,135 | $355K | 0.00% | |
| 679 | SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 6,660 | $354K | 0.00% | |
| 680 | BPREBLUEROCK PVT REAL ESTATE FD COM | 23,634 | $354K | 0.00% | |
| 681 | RKTROCKET COS INC COM CL A | 18,478 | $354K | 0.00% | |
| 682 | NTAPNETAPP INC COM | 3,360 | $353K | 0.00% | |
| 683 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 3,684 | $353K | 0.00% | |
| 684 | TTCTORO CO COM | 4,530 | $352K | 0.00% | |
| 685 | INGING GROEP N.V. SPONSORED ADR | 12,738 | $352K | 0.00% | |
| 686 | WABWABTEC COM | 1,671 | $352K | 0.00% | |
| 687 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 733 | $352K | 0.00% | |
| 688 | JLLJONES LANG LASALLE INC COM | 1,055 | $351K | 0.00% | |
| 689 | USFDUS FOODS HLDG CORP COM | 4,722 | $351K | 0.00% | |
| 690 | HLNHALEON PLC SPON ADS | 35,018 | $350K | 0.00% | |
| 691 | HYDVANECK HIGH YIELD MUNI ETF | 6,843 | $349K | 0.00% | |
| 692 | APDAIR PRODUCTS AND CHEMICALS INC COM | 1,432 | $347K | 0.00% | |
| 693 | SMBVANECK SHORT MUNI ETF | 19,977 | $347K | 0.00% | |
| 694 | IBBISHARES BIOTECHNOLOGY ETF | 2,047 | $345K | 0.00% | |
| 695 | VCEBVANGUARD ESG U.S. CORPORATE BOND ETF | 5,424 | $344K | 0.00% | |
| 696 | CFLTCONFLUENT INC CLASS A COM | 11,451 | $343K | 0.00% | |
| 697 | AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | 8,087 | $343K | 0.00% | |
| 698 | TLHISHARES 10-20 YEAR TREASURY BOND ETF | 3,386 | $343K | 0.00% | |
| 699 | EGPEASTGROUP PPTYS INC COM | 1,941 | $342K | 0.00% | |
| 700 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 17,811 | $341K | 0.00% |