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EverSource Wealth Advisors, LLC

Q3 2025 Holdings

Filed 2025-11-10 | 11995 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$86.2M179,7143.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$64.3M1,072,4092.5%
Vanguard Value ETF(VTV)ETF922908744$61.4M329,1652.4%
iShares Gold Trust ETF(IAU)ETF464285204$53.1M729,3302.1%
Apple Inc COM(AAPL)Stock037833100$46.2M181,6251.8%
Nvidia Corporation COM(NVDA)Stock67066G104$44.3M237,3721.8%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$39.5M395,5741.6%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$37.0M1,034,7031.5%
Praxis Impact Large Cap Value ETF(PRXV)ETF74006E744$36.7M1,236,1551.5%
Microsoft Corp COM(MSFT)Stock594918104$34.5M66,6611.4%
Tesla Inc COM(TSLA)Stock88160R101$34.5M77,5161.4%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$33.3M363,1921.3%
Vanguard Total Stock Market ETF(VTI)ETF922908769$31.1M94,7851.2%
Broadcom Inc COM(AVGO)Stock11135F101$30.8M93,2211.2%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$30.5M167,3911.2%
Vanguard S&P 500 ETF(VOO)ETF922908363$29.6M48,3841.2%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$28.3M733,6021.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$28.1M489,3311.1%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$28.0M354,9121.1%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$26.8M200,7671.1%
Amazon COM Inc COM(AMZN)Stock023135106$26.2M119,3671.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$25.6M118,6641.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$25.3M104,0191.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$23.0M424,3540.9%
Sovereigns Capital Flourish Fund(SOVF)ETF210322202$22.5M742,8600.9%
Ishares Core S&P 500 ETF(IVV)ETF464287200$22.0M32,8590.9%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$18.8M234,9250.7%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$18.6M376,1640.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$17.3M254,2320.7%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$17.2M155,2790.7%
Capital Group Core Equity ETF(CGUS)ETF14020V108$17.0M430,3370.7%
Progressive Corp COM(PGR)Stock743315103$16.8M68,0820.7%
Meta Platforms Inc CL A(META)Stock30303M102$15.9M21,6030.6%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$15.7M207,2350.6%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$15.5M16,0600.6%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$15.4M25,5930.6%
CRH PLC ORD(CRH)StockG25508105$15.3M127,4320.6%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$15.1M511,2510.6%
Pgim AAA CLO ETF(PAAA)ETF69344A834$14.9M289,4740.6%
Vanguard Small-Cap ETF(VB)ETF922908751$14.4M56,7910.6%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$14.3M435,3900.6%
Ishares Msci Eafe ETF(EFA)ETF464287465$14.1M150,6630.6%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$14.0M617,0700.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$13.6M20,4750.5%
KKR & Co Inc COM(KKR)Stock48251W104$13.2M101,2910.5%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$13.0M90,6560.5%
Autozone Inc COM(AZO)Stock053332102$12.4M2,8880.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$12.3M205,2150.5%
Avantis International Equity ETF(AVDE)ETF025072703$12.3M155,5870.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$12.1M49,6830.5%
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