EverSource Wealth Advisors, LLC
4,399 holdingsFiling period: 2026-03-31Current AUM: $3.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | 663.1K | $58.4M | $74.9M | 2.06% | +661.1K | 2026-03-31 |
| 2 | BKNG | BOOKING HOLDINGS INC COM | 486.8K | $44.8M | $51.4M | 1.41% | +486.5K | 2026-03-31 |
| 3 | OGN | ORGANON & CO COMMON STOCK | 126.3K | $41.8M | $94.4M | 2.59% | +122.5K | 2026-03-31 |
| 4 | VUG | VANGUARD GROWTH ETF | 109.0K | $40.4M | $47.3M | 1.30% | -83,795 | 2026-03-31 |
| 5 | PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 1.02M | $39.1M | $46.2M | 1.27% | -323,231 | 2026-03-31 |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 700.9K | $38.8M | $42.8M | 1.18% | -348,937 | 2026-03-31 |
| 7 | CRM | SALESFORCE INC COM | 532.7K | $36.2M | $35.7M | 0.98% | +523.5K | 2026-03-31 |
| 8 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 255.1K | $35.1M | $39.9M | 1.10% | -61,170 | 2026-03-31 |
| 9 | NWFL | NORWOOD FINANCIAL CORP COM | 517.4K | $32.4M | $37.4M | 1.03% | +517.4K | 2026-03-31 |
| 10 | VTV | VANGUARD VALUE ETF | 176.3K | $31.9M | $35.8M | 0.98% | -174,780 | 2026-03-31 |
| 11 | ESUM | EVENTIDE US MARKET ETF | 980.4K | $30.4M | $34.8M | 0.95% | +932.1K | 2026-03-31 |
| 12 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 123.3K | $30.3M | $34.7M | 0.95% | -566,957 | 2026-03-31 |
| 13 | DEI | DOUGLAS EMMETT INC COM | 264.1K | $29.1M | $36.5M | 1.00% | +262.4K | 2026-03-31 |
| 14 | HIG | HARTFORD INSURANCE GROUP INC COM | 423.1K | $27.6M | $28.9M | 0.79% | +419.1K | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION COM | 422.2K | $27.3M | $26.0M | 0.71% | +382.7K | 2026-03-31 |
| 16 | VBK | VANGUARD SMALL-CAP GROWTH ETF | 62.3K | $27.1M | $30.6M | 0.84% | +61.3K | 2026-03-31 |
| 17 | LEN/B | LENNAR CORP CL B | 454.5K | $26.8M | $26.8M | 0.74% | +454.3K | 2026-03-31 |
| 18 | IONQ | IONQ INC COM | 63.4K | $26.3M | $33.2M | 0.91% | +63.1K | 2026-03-31 |
| 19 | STEP | STEPSTONE GROUP INC COM CL A | 70.8K | $26.1M | $24.0M | 0.66% | +68.0K | 2026-03-31 |
| 20 | LXP | LXP INDUSTRIAL TRUST COM | 47.3K | $26.1M | $34.1M | 0.94% | +46.6K | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO COM | 785.5K | $25.9M | $31.0M | 0.85% | +749.8K | 2026-03-31 |
| 22 | TRP | TC ENERGY CORP COM | 119.1K | $25.5M | $27.5M | 0.76% | +114.9K | 2026-03-31 |
| 23 | QSI | QUANTUM SI INC COM CL A | 627.1K | $24.4M | $22.4M | 0.62% | +626.7K | 2026-03-31 |
| 24 | PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 755.6K | $23.8M | $27.1M | 0.74% | -620,273 | 2026-03-31 |
| 25 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 148.9K | $23.5M | $26.8M | 0.74% | +95.1K | 2026-03-31 |
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