Universe · entity
EverSource Wealth Advisors, LLC
Institutional manager (13F) · CIK 1710537
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ELEVANCE HEALTH INC FORMERLY A COM | $58M | 663,133 |
| 2 | BOOKING HOLDINGS INC COM | $45M | 486,796 |
| 3 | ORGANON & CO COMMON STOCK | $42M | 126,291 |
| 4 | VANGUARD GROWTH ETF | $40M | 109,001 |
| 5 | PRAXIS IMPACT LARGE CAP GROWTH ETF | $39M | 1,024,040 |
| 6 | VANGUARD FTSE DEVELOPED MARKETS ETF | $39M | 700,860 |
| 7 | SALESFORCE INC COM | $36M | 532,707 |
| 8 | APPLIED FINANCE VALUATION LARGE CAP ETF | $35M | 255,076 |
| 9 | NORWOOD FINANCIAL CORP COM | $32M | 517,416 |
| 10 | VANGUARD VALUE ETF | $32M | 176,296 |
| 11 | EVENTIDE US MARKET ETF | $30M | 980,376 |
| 12 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $30M | 123,301 |
| 13 | DOUGLAS EMMETT INC COM | $29M | 264,072 |
| 14 | HARTFORD INSURANCE GROUP INC COM | $28M | 423,054 |
| 15 | CHEVRON CORPORATION COM | $27M | 422,243 |
| 16 | VANGUARD SMALL-CAP GROWTH ETF | $27M | 62,300 |
| 17 | LENNAR CORP CL B | $27M | 454,479 |
| 18 | IONQ INC COM | $26M | 63,408 |
| 19 | STEPSTONE GROUP INC COM CL A | $26M | 70,817 |
| 20 | LXP INDUSTRIAL TRUST COM | $26M | 47,289 |
| 21 | JPMORGAN CHASE & CO COM | $26M | 785,467 |
| 22 | TC ENERGY CORP COM | $26M | 119,112 |
| 23 | QUANTUM SI INC COM CL A | $24M | 627,081 |
| 24 | PRAXIS IMPACT LARGE CAP VALUE ETF | $24M | 755,615 |
| 25 | DIMENSIONAL U.S. SMALL CAP ETF | $24M | 148,854 |
| 26 | ISHARES AAA CLO ACTIVE ETF | $23M | 132,771 |
| 27 | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $22M | 117,401 |
| 28 | ADT INC DEL COM | $21M | 68,359 |
| 29 | REGENXBIO INC COM | $20M | 79,634 |
| 30 | ANTERO RESOURCES CORP COM | $20M | 284,382 |
| 31 | REGIONAL MGMT CORP COM | $20M | 100,830 |
| 32 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $19M | 66,901 |
| 33 | FOLD HLDGS INC COM CL A | $19M | 494,261 |
| 34 | TAYSHA GENE THERAPIES INC COM SHS | $19M | 127,753 |
| 35 | CLEAN HARBORS INC COM | $18M | 55,578 |
| 36 | FIRST TRUST MID CAP CORE ALPHADEX FUND | $18M | 158,033 |
| 37 | HANMI FINL CORP COM NEW | $18M | 15,773 |
| 38 | WEYERHAEUSER CO COM NEW | $18M | 227,455 |
| 39 | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $17M | 475,299 |
| 40 | AMAZON COM INC COM | $17M | 86,959 |
| 41 | REAVES UTIL INCOME FD COM SH BEN INT | $17M | 519,585 |
| 42 | SEADRILL LTD COM | $17M | 433,522 |
| 43 | VANGUARD SHORT-TERM BOND ETF | $17M | 182,413 |
| 44 | KINDERCARE LEARNING COMPANIES COM | $17M | 25,854 |
| 45 | CAPITAL GROUP DIVIDEND VALUE ETF | $16M | 552,558 |
| 46 | CINEMARK HLDGS INC COM | $16M | 153,151 |
| 47 | DIMENSIONAL US SMALL CAP VALUE ETF | $16M | 691,859 |
| 48 | FIRST FINL BANKSHARES INC COM | $15M | 472,565 |
| 49 | NEWTEKONE INC COM NEW | $15M | 29,676 |
| 50 | TORTOISE NORTH AMERICAN PIPELINE ETF | $15M | 47,556 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.