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 |
|---|---|---|---|---|---|
| 701 | FASTFASTENAL CO COM | 8,601 | $339K | 0.00% | |
| 702 | DOVDOVER CORP COM | 1,751 | $337K | 0.00% | |
| 703 | PCARPACCAR INC COM | 3,129 | $337K | 0.00% | |
| 704 | AYIACUITY INC COM | 943 | $336K | 0.00% | |
| 705 | PWRQUANTA SVCS INC COM | 807 | $336K | 0.00% | |
| 706 | PRUPRUDENTIAL FINL INC COM | 3,030 | $335K | 0.00% | |
| 707 | ELDELDORADO GOLD CORP NEW COM | 9,397 | $335K | 0.00% | |
| 708 | CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 8,109 | $335K | 0.00% | |
| 709 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 2,748 | $334K | 0.00% | |
| 710 | RELXRELX PLC SPONSORED ADR | 8,383 | $333K | 0.00% | |
| 711 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 2,080 | $333K | 0.00% | |
| 712 | FLTWFRANKLIN FTSE TAIWAN ETF | 5,486 | $333K | 0.00% | |
| 713 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 3,542 | $332K | 0.00% | |
| 714 | ADMARCHER DANIELS MIDLAND CO COM | 5,802 | $329K | 0.00% | |
| 715 | CARRCARRIER GLOBAL CORPORATION COM | 6,314 | $328K | 0.00% | |
| 716 | EVUSISHARES ESG AWARE MSCI USA VALUE ETF | 10,183 | $325K | 0.00% | |
| 717 | GGENPACT LIMITED SHS | 7,072 | $325K | 0.00% | |
| 718 | BMTABRITISH AMERN TOB PLC SPONSORED ADR | 5,845 | $325K | 0.00% | |
| 719 | NTRSNORTHERN TR CORP COM | 2,405 | $323K | 0.00% | |
| 720 | MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | 1,292 | $322K | 0.00% | |
| 721 | MAYMFT VEST U.S. EQUITY MAX BUFFER ETF - MAY | 10,000 | $321K | 0.00% | |
| 722 | CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 11,615 | $320K | 0.00% | |
| 723 | MANHMANHATTAN ASSOCIATES INC COM | 1,871 | $320K | 0.00% | |
| 724 | PPLTABRDN PHYSICAL PLATINUM SHARES ETF | 1,708 | $318K | 0.00% | |
| 725 | DINOHF SINCLAIR CORP COM | 6,954 | $317K | 0.00% | |
| 726 | DBDEUTSCHE BANK A G NAMEN AKT | 8,336 | $317K | 0.00% | |
| 727 | LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | 7,629 | $317K | 0.00% | |
| 728 | VLTOVERALTO CORP COM SHS | 3,237 | $316K | 0.00% | |
| 729 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 3,286 | $315K | 0.00% | |
| 730 | EBAEBAY INC. COM | 3,663 | $315K | 0.00% | |
| 731 | PINSPINTEREST INC CL A | 12,395 | $315K | 0.00% | |
| 732 | SLBSLB LIMITED COM STK | 8,298 | $314K | 0.00% | |
| 733 | TYLTYLER TECHNOLOGIES INC COM | 701 | $314K | 0.00% | |
| 734 | GLGLOBE LIFE INC COM | 2,275 | $313K | 0.00% | |
| 735 | FISFIDELITY NATL INFORMATION SVCS COM | 4,778 | $312K | 0.00% | |
| 736 | FLAUFRANKLIN FTSE AUSTRALIA ETF | 9,941 | $311K | 0.00% | |
| 737 | EQTEQT CORP COM | 5,918 | $311K | 0.00% | |
| 738 | RGAREINSURANCE GRP OF AMERICA INC COM NEW | 1,544 | $311K | 0.00% | |
| 739 | SNPSSYNOPSYS INC COM | 673 | $311K | 0.00% | |
| 740 | NXPLNEXTPLAT CORP COM NEW | 580,686 | $310K | 0.00% | |
| 741 | COINCOINBASE GLOBAL INC COM CL A | 1,389 | $310K | 0.00% | |
| 742 | CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | 3,465 | $309K | 0.00% | |
| 743 | LHLABCORP HOLDINGS INC COM SHS | 1,248 | $308K | 0.00% | |
| 744 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 1,827 | $306K | 0.00% | |
| 745 | ESEVERSOURCE ENERGY COM | 4,601 | $305K | 0.00% | |
| 746 | BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 9,115 | $303K | 0.00% | |
| 747 | BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | 3,025 | $303K | 0.00% | |
| 748 | TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 6,636 | $303K | 0.00% | |
| 749 | FIVEFIVE BELOW INC COM | 1,625 | $302K | 0.00% | |
| 750 | DDTOINNOVATOR DEFINED WEALTH SHIELD ETF | 9,027 | $302K | 0.00% | |
| 751 | LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2,746 | $302K | 0.00% | |
| 752 | ESLGEVENTIDE LARGE CAP GROWTH ETF | 12,133 | $302K | 0.00% | |
| 753 | THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 7,879 | $302K | 0.00% | |
| 754 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 935 | $301K | 0.00% | |
| 755 | CEFAGLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | 8,142 | $300K | 0.00% | |
| 756 | SFMSPROUTS FMRS MKT INC COM | 3,819 | $300K | 0.00% | |
| 757 | BLESINSPIRE GLOBAL HOPE ETF | 6,946 | $300K | 0.00% | |
| 758 | LPLALPL FINL HLDGS INC COM | 847 | $299K | 0.00% | |
| 759 | 7HPHP INC COM | 13,581 | $296K | 0.00% | |
| 760 | FQIDIGITAL RLTY TR INC COM | 1,937 | $296K | 0.00% | |
| 761 | KMXCARMAX INC COM | 7,734 | $295K | 0.00% | |
| 762 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 2,151 | $294K | 0.00% | |
| 763 | VBKVANGUARD SMALL-CAP GROWTH ETF | 973 | $293K | 0.00% | |
| 764 | FLEXFLEX LTD ORD | 4,905 | $291K | 0.00% | |
| 765 | SFSTIFEL FINL CORP COM | 2,351 | $291K | 0.00% | |
| 766 | JQUAJPMORGAN U.S. QUALITY FACTOR ETF | 4,612 | $291K | 0.00% | |
| 767 | EXLSEXLSERVICE HOLDINGS INC COM | 6,907 | $290K | 0.00% | |
| 768 | ESSCEVENTIDE SMALL CAP ETF | 11,270 | $290K | 0.00% | |
| 769 | LLOEWS CORP COM | 2,804 | $290K | 0.00% | |
| 770 | HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | 9,952 | $289K | 0.00% | |
| 771 | WSTWEST PHARMACEUTICAL SVSC INC COM | 1,076 | $289K | 0.00% | |
| 772 | EWBCEAST WEST BANCORP INC COM | 2,612 | $289K | 0.00% | |
| 773 | FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 6,502 | $288K | 0.00% | |
| 774 | AFWALIGN TECHNOLOGY INC COM | 1,871 | $288K | 0.00% | |
| 775 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 2,782 | $288K | 0.00% | |
| 776 | INVHINVITATION HOMES INC COM | 10,471 | $286K | 0.00% | |
| 777 | PSTGPURE STORAGE INC CL A | 4,317 | $285K | 0.00% | |
| 778 | NINISOURCE INC COM | 6,981 | $285K | 0.00% | |
| 779 | FLINFRANKLIN FTSE INDIA ETF | 7,408 | $284K | 0.00% | |
| 780 | RIORIO TINTO PLC SPONSORED ADR | 3,590 | $284K | 0.00% | |
| 781 | JKHYHENRY JACK & ASSOC INC COM | 1,583 | $283K | 0.00% | |
| 782 | FLSFLOWSERVE CORP COM | 4,155 | $283K | 0.00% | |
| 783 | CAGCONAGRA BRANDS INC COM | 16,698 | $283K | 0.00% | |
| 784 | JJACOBS SOLUTIONS INC COM | 2,186 | $283K | 0.00% | |
| 785 | GAPGAP INC COM | 11,192 | $282K | 0.00% | |
| 786 | VEGAADVISORSHARES STAR GLOBAL BUY-WRITE ETF | 5,733 | $281K | 0.00% | |
| 787 | GPIGROUP 1 AUTOMOTIVE INC COM | 722 | $280K | 0.00% | |
| 788 | CMSCMS ENERGY CORP COM | 4,059 | $280K | 0.00% | |
| 789 | EXEEXPAND ENERGY CORPORATION COM | 2,590 | $280K | 0.00% | |
| 790 | EDCONSOLIDATED EDISON INC COM | 2,885 | $280K | 0.00% | |
| 791 | NUENUCOR CORP COM | 1,750 | $279K | 0.00% | |
| 792 | CPRTCOPART INC COM | 7,252 | $278K | 0.00% | |
| 793 | FCFSFIRSTCASH HOLDINGS INC COM | 1,775 | $277K | 0.00% | |
| 794 | AUANGLOGOLD ASHANTI PLC COM SHS | 3,290 | $276K | 0.00% | |
| 795 | PEGAPEGASYSTEMS INC COM | 4,668 | $275K | 0.00% | |
| 796 | WDAYWORKDAY INC CL A | 1,297 | $275K | 0.00% | |
| 797 | ITWILLINOIS TOOL WKS INC COM | 1,132 | $274K | 0.00% | |
| 798 | TFXTELEFLEX INCORPORATED COM | 2,284 | $274K | 0.00% | |
| 799 | PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 5,902 | $274K | 0.00% | |
| 800 | CINFCINCINNATI FINL CORP COM | 1,697 | $273K | 0.00% |