EverSource Wealth Advisors, LLC
3,887 holdingsFiling period: 2026-06-30Current AUM: $3.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | 1.28M | $110.5M | $113.4M | 3.77% | +1.17M | 2026-06-30 |
| 2 | VTV | Vanguard Value ETF | 376.2K | $82.0M | $85.1M | 2.83% | +199.9K | 2026-06-30 |
| 3 | VEA | Vanguard Ftse Developed Markets ETF | 1.01M | $72.0M | $70.6M | 2.35% | +309.2K | 2026-06-30 |
| 4 | PRXG | Praxis Impact Large Cap Growth ETF | 1.51M | $58.9M | $60.6M | 2.02% | +485.7K | 2026-06-30 |
| 5 | AAPL | Apple Inc.com | 191.7K | $55.5M | $66.5M | 2.21% | +183.1K | 2026-06-30 |
| 6 | PRXV | Praxis Impact Large Cap Value ETF | 1.44M | $50.2M | $52.1M | 1.73% | +684.4K | 2026-06-30 |
| 7 | IAU | iShares Gold Trust ETF | 655.4K | $49.5M | $50.0M | 1.66% | +616.1K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation.com | 242.5K | $48.5M | $52.9M | 1.76% | +120.3K | 2026-06-30 |
| 9 | AMAT | Applied Matls Inc.com | 51.9K | $37.5M | $20.5M | 0.68% | +48.2K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc Cap Stk CL A | 103.8K | $37.1M | $33.3M | 1.11% | +68.8K | 2026-06-30 |
| 11 | BIL | State Street Spdr Bloomberg 1-3 Month T-Bill ETF | 382.9K | $35.1M | $35.1M | 1.17% | +382.7K | 2026-06-30 |
| 12 | TSLA | Tesla Inc.com | 81.3K | $34.2M | $33.1M | 1.10% | +76.9K | 2026-06-30 |
| 13 | VTI | Vanguard Total Stock Market ETF | 90.9K | $33.6M | $34.3M | 1.14% | +79.2K | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc.com | 140.5K | $33.5M | $35.6M | 1.18% | +53.6K | 2026-06-30 |
| 15 | AVGO | Broadcom Inc.com | 87.0K | $32.9M | $29.8M | 0.99% | +79.9K | 2026-06-30 |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | 510.2K | $31.7M | $36.0M | 1.20% | +505.0K | 2026-06-30 |
| 17 | VOO | Vanguard S&P 500 ETF | 45.8K | $31.4M | $32.4M | 1.08% | +41.9K | 2026-06-30 |
| 18 | APO | Apollo Global Mgmt Inc.com | 254.4K | $30.1M | $29.1M | 0.97% | +251.5K | 2026-06-30 |
| 19 | MSFT | Microsoft Corp.com | 80.3K | $30.0M | $42.7M | 1.42% | +61.6K | 2026-06-30 |
| 20 | VIG | Vanguard Dividend Appreciation ETF | 123.7K | $29.3M | $30.3M | 1.01% | +10.3K | 2026-06-30 |
| 21 | BSV | Vanguard Short-Term Bond ETF | 369.6K | $28.8M | $28.4M | 0.94% | +187.2K | 2026-06-30 |
| 22 | — | Asml Hldg NV N Y Registry Shs | 14.1K | $28.1M | $28.1M | 0.93% | +5.9K | 2026-06-30 |
| 23 | DFAC | Dimensional U.S. Core Equity 2 ETF | 580.2K | $25.7M | $26.2M | 0.87% | +456.9K | 2026-06-30 |
| 24 | VWO | Vanguard Ftse Emerging Markets ETF | 414.8K | $24.8M | $23.6M | 0.78% | +177.8K | 2026-06-30 |
| 25 | FBTC | Fidelity Wise Origin Bitcoin Fund | 458.9K | $23.4M | $32.2M | 1.07% | +378.5K | 2026-06-30 |
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