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EverSource Wealth Advisors, LLC

Q2 2025 Holdings

Filed 2025-08-13 | 12073 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$76.4M174,2263.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$63.0M1,104,6932.8%
Vanguard Value ETF(VTV)ETF922908744$57.6M325,7252.6%
iShares Gold Trust ETF(IAU)ETF464285204$45.7M732,1232.1%
Nvidia Corporation COM(NVDA)Stock67066G104$36.8M232,7781.7%
Apple Inc COM(AAPL)Stock037833100$36.5M177,8731.6%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$36.0M383,0651.6%
Microsoft Corp COM(MSFT)Stock594918104$32.2M64,8211.5%
Praxis Impact Large Cap Value ETF(PRXV)ETF74006E744$29.5M1,041,0211.3%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$28.0M853,2031.3%
Vanguard S&P 500 ETF(VOO)ETF922908363$27.6M48,5921.2%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$27.2M296,6721.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$26.4M86,7951.2%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$26.1M332,1071.2%
Broadcom Inc COM(AVGO)Stock11135F101$26.0M94,3451.2%
Sovereigns Capital Flourish Fund(SOVF)ETF210322202$25.7M851,8921.2%
Amazon COM Inc COM(AMZN)Stock023135106$25.6M116,6851.2%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$25.0M696,1501.1%
Tesla Inc COM(TSLA)Stock88160R101$24.9M78,3331.1%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$24.6M180,2741.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$22.3M403,8361.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$22.1M107,9711.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$21.4M431,9291.0%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$19.2M241,0920.9%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$18.5M373,8050.8%
Progressive Corp COM(PGR)Stock743315103$17.8M66,7610.8%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$17.8M100,8340.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$17.6M28,2860.8%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$16.1M154,0580.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$15.3M238,9430.7%
Pgim AAA CLO ETF(PAAA)ETF69344A834$15.2M294,8210.7%
Meta Platforms Inc CL A(META)Stock30303M102$15.1M20,4660.7%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$14.5M26,3640.7%
Capital Group Core Equity ETF(CGUS)ETF14020V108$14.1M382,8890.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$13.7M22,2360.6%
Vanguard Small-Cap ETF(VB)ETF922908751$13.7M57,7430.6%
KKR & Co Inc COM(KKR)Stock48251W104$13.4M100,3910.6%
Microstrategy Inc CL A New(MSTR)Stock594972408$13.2M32,6910.6%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$12.9M476,7850.6%
Ishares Msci Eafe ETF(EFA)ETF464287465$12.6M140,8070.6%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$12.4M609,2780.6%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$12.1M389,6630.5%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$12.0M133,3000.5%
CRH PLC ORD(CRH)StockG25508105$11.6M126,6780.5%
Ishares MBS ETF(MBB)ETF464288588$10.8M115,1490.5%
Autozone Inc COM(AZO)Stock053332102$10.7M2,8830.5%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$10.7M112,1560.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$10.5M175,4490.5%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$10.4M138,1100.5%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$10.2M219,2770.5%
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