EverSource Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD GROWTH ETF | $94.06M | 3.5% |
| VANGUARD VALUE ETF | $67.05M | 2.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $65.58M | 2.4% |
| iShares Gold Trust ETF | $58.77M | 2.2% |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $50.96M | 1.9% |
| Apple Inc. | $49.76M | 1.8% |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | $49.20M | 1.8% |
| NVIDIA Corp | $44.81M | 1.7% |
| PRAXIS IMPACT LARGE CAP VALUE ETF | $41.72M | 1.5% |
| Apollo Global Management, Inc. | $38.80M | 1.4% |
| Tesla Inc | $36.48M | 1.3% |
| MICROSOFT CORP | $33.47M | 1.2% |
| Alphabet Inc. | $33.38M | 1.2% |
| FIDELITY WISE ORIGIN BITCOIN FUND | $32.74M | 1.2% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | $32.26M | 1.2% |
| Broadcom Inc. | $32.22M | 1.2% |
| VANGUARD TOTAL STOCK MARKET ETF | $32.11M | 1.2% |
| Amazon.com Inc | $31.97M | 1.2% |
| PACER US CASH COWS 100 ETF | $29.91M | 1.1% |
| VANGUARD S&P 500 ETF | $29.80M | 1.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | $27.55M | 1.0% |
| VANGUARD SHORT-TERM BOND ETF | $27.37M | 1.0% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $27.33M | 1.0% |
| Palantir Technologies Inc | $23.96M | 0.9% |
| VANGUARD FTSE EMERGING MARKETS ETF | $22.82M | 0.8% |
| ISHARES CORE S&P 500 ETF | $21.88M | 0.8% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $19.04M | 0.7% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | $18.96M | 0.7% |
| ISHARES CORE DIVIDEND GROWTH ETF | $18.92M | 0.7% |
| CAPITAL GROUP CORE EQUITY ETF | $18.72M | 0.7% |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | $18.47M | 0.7% |
| INVESCO S&P 500 REVENUE ETF | $17.86M | 0.7% |
| INVESCO QQQ TRUST SERIES I | $16.51M | 0.6% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $16.49M | 0.6% |
| CRH PUBLIC LTD CO | $16.11M | 0.6% |
| ASML HLDG NV N Y REGISTRY SHS | $16.04M | 0.6% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $16.00M | 0.6% |
| Alphabet Inc. | $15.89M | 0.6% |
| Meta Platforms Inc | $15.60M | 0.6% |
| PROGRESSIVE CORP/OH | $15.44M | 0.6% |
| AVANTIS INTERNATIONAL EQUITY ETF | $15.32M | 0.6% |
| VANGUARD SMALL-CAP ETF | $14.86M | 0.5% |
| PGIM AAA CLO ETF | $14.86M | 0.5% |
| ISHARES MSCI EAFE ETF | $14.73M | 0.5% |
| APPLIED MATERIALS INC /DE | $14.69M | 0.5% |
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $14.51M | 0.5% |
| CAPITAL GROUP CORE PLUS INCOME ETF | $14.08M | 0.5% |
| APPLIED FINANCE VALUATION LARGE CAP ETF | $14.00M | 0.5% |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | $13.67M | 0.5% |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $13.57M | 0.5% |