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EverSource Wealth Advisors, LLC

Q4 2025 Holdings

Filed 2026-02-06 | 19481 holdings | $2.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$94.1M192,7963.5%
Vanguard Value ETF(VTV)ETF922908744$67.1M351,0762.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$65.6M1,049,7972.4%
iShares Gold Trust ETF(IAU)ETF464285204$58.8M723,9872.2%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$51.0M557,6651.9%
Apple Inc COM(AAPL)Stock037833100$49.8M183,0441.8%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$49.2M1,347,2711.8%
Nvidia Corporation COM(NVDA)Stock67066G104$44.8M240,2851.6%
Praxis Impact Large Cap Value ETF(PRXV)ETF74006E744$41.7M1,375,8881.5%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$38.8M268,0281.4%
Tesla Inc COM(TSLA)Stock88160R101$36.5M81,1241.3%
Microsoft Corp COM(MSFT)Stock594918104$33.5M69,2031.2%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$33.4M106,6431.2%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$32.7M429,5031.2%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$32.3M427,6971.2%
Broadcom Inc COM(AVGO)Stock11135F101$32.2M93,0971.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$32.1M95,7591.2%
Amazon COM Inc COM(AMZN)Stock023135106$32.0M138,4961.2%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$29.9M497,1021.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$29.8M47,5251.1%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$27.5M125,3451.0%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$27.4M347,3401.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$27.3M690,2581.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$24.0M134,7720.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$22.8M424,5420.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$21.9M31,9490.8%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$19.0M238,8350.7%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$19.0M392,4190.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$18.9M272,5730.7%
Capital Group Core Equity ETF(CGUS)ETF14020V108$18.7M465,3640.7%
State STR Spdr S&P 500 ETF TR TR Unit(SPY)ETF78462F103$18.5M27,0860.7%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$17.9M156,0190.7%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$16.5M26,8750.6%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$16.5M478,5700.6%
CRH PLC ORD(CRH)StockG25508105$16.1M129,0500.6%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$16.0M14,9920.6%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$16.0M541,5880.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$15.9M50,6510.6%
Meta Platforms Inc CL A(META)Stock30303M102$15.6M23,6370.6%
Progressive Corp COM(PGR)Stock743315103$15.4M67,8170.6%
Avantis International Equity ETF(AVDE)ETF025072703$15.3M186,1260.6%
Vanguard Small-Cap ETF(VB)ETF922908751$14.9M57,6140.5%
Pgim AAA CLO ETF(PAAA)ETF69344A834$14.9M289,8170.5%
Ishares Msci Eafe ETF(EFA)ETF464287465$14.7M153,3770.5%
Applied Matls Inc COM(AMAT)Stock038222105$14.7M57,1750.5%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$14.5M622,8110.5%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$14.1M621,8450.5%
Applied Finance Valuation Large Cap ETF(VSLU)ETF26923N405$14.0M316,2460.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$13.7M228,0900.5%
State Street Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$13.6M127,1470.5%
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