EverSource Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, EverSource Wealth Advisors, LLC held in its portfolio 500 assets valued at $2,718,265,420 (i.e. $2.72B).
The most valuable assets in the portfolio included: VANGUARD GROWTH ETF ($94.06M), VANGUARD VALUE ETF ($67.05M), and VANGUARD FTSE DEVELOPED MARKETS ETF ($65.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EverSource Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD GROWTH ETF | 192796 | 94057835 | ETF |
| VANGUARD VALUE ETF | 351076 | 67051873 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 1049797 | 65580808 | ETF |
| iShares Gold Trust ETF | 723987 | 58766025 | ETF |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 557665 | 50959441 | ETF |
| APPLE INC COM | 183044 | 49762292 | Stock |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | 1347271 | 49202340 | ETF |
| NVIDIA CORPORATION COM | 240285 | 44813200 | Stock |
| PRAXIS IMPACT LARGE CAP VALUE ETF | 1375888 | 41720378 | ETF |
| APOLLO GLOBAL MGMT INC COM | 268028 | 38799824 | Stock |
| TESLA INC COM | 81124 | 36483040 | Stock |
| MICROSOFT CORP COM | 69203 | 33467651 | Stock |
| ALPHABET INC CAP STK CL A | 106643 | 33379332 | Stock |
| FIDELITY WISE ORIGIN BITCOIN FUND | 429503 | 32741047 | ETF |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 427697 | 32261203 | ETF |
| BROADCOM INC COM | 93097 | 32220958 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 95759 | 32105185 | ETF |
| AMAZON COM INC COM | 138496 | 31967698 | Stock |
| PACER US CASH COWS 100 ETF | 497102 | 29910608 | ETF |
| VANGUARD S&P 500 ETF | 47525 | 29804133 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 125345 | 27548368 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 347340 | 27373869 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 690258 | 27327320 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 134772 | 23955728 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 424542 | 22823383 | ETF |
| ISHARES CORE S&P 500 ETF | 31949 | 21882841 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 238835 | 19042321 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 392419 | 18961709 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 272573 | 18922031 | ETF |
| CAPITAL GROUP CORE EQUITY ETF | 465364 | 18721566 | ETF |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | 27086 | 18470437 | ETF |
| INVESCO S&P 500 REVENUE ETF | 156019 | 17864178 | ETF |
| INVESCO QQQ TRUST SERIES I | 26875 | 16509549 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 478570 | 16491522 | ETF |
| CRH PLC ORD | 129050 | 16105545 | Stock |
| ASML HLDG NV N Y REGISTRY SHS | 14992 | 16039001 | ADR |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 541588 | 16003924 | ETF |
| ALPHABET INC CAP STK CL C | 50651 | 15894349 | Stock |
| META PLATFORMS INC CL A | 23637 | 15602976 | Stock |
| PROGRESSIVE CORP COM | 67817 | 15443288 | Stock |
| AVANTIS INTERNATIONAL EQUITY ETF | 186126 | 15321882 | ETF |
| VANGUARD SMALL-CAP ETF | 57614 | 14861531 | ETF |
| PGIM AAA CLO ETF | 289817 | 14856044 | ETF |
| ISHARES MSCI EAFE ETF | 153377 | 14728799 | ETF |
| APPLIED MATLS INC COM | 57175 | 14693637 | Stock |
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | 622811 | 14511501 | ETF |
| CAPITAL GROUP CORE PLUS INCOME ETF | 621845 | 14078560 | ETF |
| APPLIED FINANCE VALUATION LARGE CAP ETF | 316246 | 13997036 | ETF |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 228090 | 13669425 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 127147 | 13566576 | ETF |
| CAPITAL GROUP GROWTH ETF | 299777 | 13331069 | ETF |
| Sovereigns Capital Flourish Fund | 455163 | 13281622 | ETF |
| KKR & CO INC COM | 103193 | 13155105 | Stock |
| DIMENSIONAL US CORE EQUITY 1 ETF | 168430 | 12401488 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 23272 | 11697617 | Stock |
| JPMORGAN CHASE & CO COM | 35641 | 11484183 | Stock |
| ISHARES MBS ETF | 112863 | 10746769 | ETF |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 269673 | 10255670 | ETF |
| DIAMONDBACK ENERGY INC COM | 67977 | 10219125 | Stock |
| WALMART INC COM | 90883 | 10125433 | Stock |
| SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | 363866 | 10002897 | ETF |
| ROBINHOOD MKTS INC COM CL A | 88314 | 9988342 | Stock |
| HOME DEPOT INC COM | 28704 | 9876990 | Stock |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 228348 | 9805282 | ETF |
| AUTOZONE INC COM | 2791 | 9464153 | Stock |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 200060 | 9418816 | ETF |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 118357 | 9217631 | ETF |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 343780 | 9172050 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 154223 | 9057541 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 157373 | 9008012 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 117073 | 8671601 | ETF |
| BLACKSTONE INC COM | 56001 | 8631922 | Stock |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 180368 | 8403344 | ETF |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 172957 | 8293306 | ETF |
| VANGUARD LONG-TERM BOND ETF | 117916 | 8197489 | ETF |
| STRATEGY INC CL A NEW | 52606 | 7993506 | Stock |
| PIMCO INCOME STRATEGY FD II COM | 1065739 | 7993043 | CEF |
| ELI LILLY & CO COM | 7129 | 7661954 | Stock |
| FIDELITY ENHANCED INTERNATIONAL ETF | 208720 | 7634977 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 16287 | 7634646 | Stock |
| RB GLOBAL INC COM | 67669 | 6961221 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 47895 | 6873880 | ETF |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 89403 | 6631006 | ETF |
| VANGUARD TOTAL WORLD STOCK ETF | 45773 | 6456674 | ETF |
| AMGEN INC COM | 19555 | 6400612 | Stock |
| D R HORTON INC COM | 44267 | 6375727 | Stock |
| VISA INC COM CL A | 17720 | 6214449 | Stock |
| CHEVRON CORPORATION COM | 39539 | 6026023 | Stock |
| PGIM SHORT DURATION HIGH YIELD ETF | 119412 | 6014195 | ETF |
| INSPIRE INTERNATIONAL ETF | 164212 | 5990473 | ETF |
| EXXON MOBIL CORP COM | 49527 | 5960100 | Stock |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 118026 | 5889513 | ETF |
| NETFLIX INC. COM | 62036 | 5816469 | Stock |
| KIRBY CORP COM | 52718 | 5808469 | Stock |
| CIENA CORP COM NEW | 24113 | 5639309 | Stock |
| INVESCO S&P MIDCAP 400 REVENUE ETF | 44423 | 5617678 | ETF |
| ISHARES FLOATING RATE BOND ETF | 109715 | 5580093 | ETF |
| DIMENSIONAL CORE FIXED INCOME ETF | 127787 | 5438605 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 101688 | 5113874 | ETF |
| Vanguard International Dividend Appreciation ETF | 54492 | 4983294 | ETF |
| ISHARES CORE MSCI EAFE ETF | 55686 | 4981639 | ETF |
| HEALTHEQUITY INC COM | 54345 | 4978545 | Stock |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | 186954 | 4939335 | ETF |
| PALO ALTO NETWORKS INC COM | 26357 | 4855043 | Stock |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 51428 | 4832649 | ETF |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 148091 | 4823338 | ETF |
| CAPITAL GROUP DIVIDEND VALUE ETF | 109566 | 4781437 | ETF |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 66187 | 4597983 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 10940 | 4515742 | ETF |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 135538 | 4436167 | ETF |
| VANGUARD MEGA CAP VALUE ETF | 31365 | 4427465 | ETF |
| GOLDMAN SACHS GROUP INC COM | 4936 | 4339091 | Stock |
| VANGUARD MID-CAP VALUE ETF | 23404 | 4151241 | ETF |
| iShares Silver Trust ETF | 63728 | 4105357 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 4724 | 4074174 | Stock |
| SPDR Gold Shares ETF | 10184 | 4035888 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 53350 | 4024631 | ETF |
| INSPIRE 100 ETF | 87608 | 3953772 | ETF |
| ISHARES RUSSELL 1000 ETF | 10502 | 3921866 | ETF |
| VICTORYSHARES FREE CASH FLOW ETF | 97832 | 3852624 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL A | 5 | 3774000 | Stock |
| DEERE & CO COM | 8098 | 3770305 | Stock |
| DIMENSIONAL U.S. SMALL CAP ETF | 53754 | 3745061 | ETF |
| PACER US SMALL CAP CASH COWS ETF | 82305 | 3651882 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 50130 | 3579749 | ETF |
| MASTERCARD INCORPORATED CL A | 6264 | 3575792 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 129852 | 3561843 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 11649 | 3540117 | ADR |
| VANECK GOLD MINERS ETF | 41150 | 3529404 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 24428 | 3516863 | ETF |
| STATE STREET SPDR S&P BIOTECH ETF | 28718 | 3501527 | ETF |
| TIMOTHY PLAN US SMALL CAP CORE ETF | 83316 | 3453464 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 16254 | 3442339 | ETF |
| DIMENSIONAL US SMALL CAP VALUE ETF | 104061 | 3422555 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 56820 | 3383033 | ETF |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 74764 | 3326982 | ETF |
| DELL TECHNOLOGIES INC CL C | 26199 | 3297872 | Stock |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | 79142 | 3273306 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 49528 | 3268817 | ETF |
| AVANTIS EMERGING MARKETS EQUITY ETF | 41929 | 3229350 | ETF |
| AMERICAN HOMES 4 RENT CL A | 100475 | 3225245 | REIT |
| ISHARES S&P 500 GROWTH ETF | 26037 | 3209334 | ETF |
| ORACLE CORP COM | 16459 | 3208115 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 11159 | 3205088 | Stock |
| SNOWFLAKE INC COM SHS | 14264 | 3128940 | Stock |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 59381 | 3125499 | ETF |
| JOHNSON & JOHNSON COM | 15075 | 3119804 | Stock |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 88260 | 3107623 | ETF |
| ISHARES BITCOIN TRUST ETF | 62525 | 3104360 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 45727 | 3073771 | ETF |
| SOMNIGROUP INTERNATIONAL INC COM | 34342 | 3066017 | Stock |
| CRISPR THERAPEUTICS AG NAMEN AKT | 57465 | 3013465 | Stock |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 89550 | 2962302 | ETF |
| GE AEROSPACE COM NEW | 9416 | 2900562 | Stock |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 121643 | 2876857 | CEF |
| TBG DIVIDEND FOCUS ETF | 84844 | 2832955 | ETF |
| SOUTHERN CO COM | 32404 | 2825579 | Stock |
| MASCO CORP COM | 44169 | 2802936 | Stock |
| MICRON TECHNOLOGY INC COM | 9627 | 2747652 | Stock |
| ABBVIE INC COM | 12010 | 2744148 | Stock |
| TIMOTHY PLAN US LARGE/MID CAP CORE ETF | 59969 | 2725593 | ETF |
| MORGAN STANLEY COM NEW | 14840 | 2634584 | Stock |
| CATERPILLAR INC COM | 4507 | 2582060 | Stock |
| WELLS FARGO & CO COM | 26777 | 2495653 | Stock |
| MERCK & CO INC COM | 23202 | 2442214 | Stock |
| SALESFORCE INC COM | 9193 | 2435232 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 25259 | 2431652 | ETF |
| T. ROWE PRICE BLUE CHIP GROWTH ETF | 48629 | 2424646 | ETF |
| RTX CORPORATION COM | 13117 | 2405530 | Stock |
| BANK AMERICA CORP COM | 43512 | 2393142 | Stock |
| ADVANCED MICRO DEVICES INC COM | 10962 | 2347524 | Stock |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 45222 | 2341167 | ETF |
| CLEAN HARBORS INC COM | 9887 | 2318303 | Stock |
| CHUBB LIMITED COM | 7273 | 2270198 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 4790 | 2267436 | ETF |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | 42353 | 2214200 | Stock |
| AMERICAN EXPRESS CO COM | 5924 | 2191357 | Stock |
| ARK 21SHARES BITCOIN ETF | 75227 | 2184592 | ETF |
| CISCO SYS INC COM | 28323 | 2181650 | Stock |
| VANGUARD S&P 500 GROWTH ETF | 4881 | 2170026 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 10924 | 2169696 | ETF |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 73252 | 2168996 | ETF |
| CONSTELLATION ENERGY CORP COM | 6090 | 2151730 | Stock |
| TIMOTHY PLAN INTERNATIONAL ETF | 61516 | 2133398 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 10097 | 2123722 | ETF |
| DIMENSIONAL GLOBAL CREDIT ETF | 38931 | 2111511 | ETF |
| TJX COS INC NEW COM | 13686 | 2102157 | Stock |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 28546 | 2074696 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 10817 | 2072182 | ETF |
| GE VERNOVA INC COM | 3148 | 2057470 | Stock |
| SPY 271217P00690000 SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT | 3000 | 2045760 | Stock |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 63897 | 2023310 | ETF |
| PINNACLE FINL PARTNERS INC COM | 21060 | 2009375 | Stock |
| ISHARES SHORT DURATION BOND ACTIVE ETF | 37999 | 1941757 | ETF |
| FT VEST LADDERED BUFFER ETF | 56435 | 1933463 | ETF |
| CONOCOPHILLIPS COM | 20590 | 1927481 | Stock |
| KLA CORP COM NEW | 1586 | 1927218 | Stock |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 72098 | 1899049 | ETF |
| MCKESSON CORP COM | 2281 | 1870436 | Stock |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 56518 | 1866224 | CEF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 23156 | 1857611 | ETF |
| SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL | 2700 | 1841184 | Stock |
| PEPSICO INC COM | 12817 | 1839408 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 56102 | 1830059 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 17132 | 1827932 | ETF |
| COCA COLA CO COM | 26095 | 1824298 | Stock |
| LINDE PLC SHS | 4265 | 1818747 | Stock |
| ABBOTT LABS COM | 14420 | 1806696 | Stock |
| PROSHARES ULTRAPRO S&P500 | 15586 | 1804235 | ETF |
| UNITEDHEALTH GROUP INC COM | 5430 | 1792455 | Stock |
| JABIL INC COM | 7845 | 1788918 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 66135 | 1779707 | ETF |
| LKQ CORP COM | 58829 | 1776631 | Stock |
| FIRST HORIZON CORPORATION COM | 74262 | 1774866 | Stock |
| QUALCOMM INC COM | 10309 | 1763389 | Stock |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 17738 | 1759964 | ETF |
| Financial Select Sector SPDR ETF | 31905 | 1747458 | ETF |
| INSPIRE 500 ETF | 7037 | 1746538 | ETF |
| CAPITAL ONE FINL CORP COM | 7193 | 1743367 | Stock |
| TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 45026 | 1734864 | ETF |
| MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 7109 | 1732179 | ETF |
| BRUNSWICK CORP COM | 23125 | 1716775 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 39502 | 1708441 | ETF |
| FIDELITY ENHANCED EMERGING MARKETS ETF | 51654 | 1680824 | ETF |
| ARISTA NETWORKS INC COM SHS | 12716 | 1666127 | Stock |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 47974 | 1662287 | ETF |
| SCHWAB CHARLES CORP COM | 16492 | 1647673 | Stock |
| AB SHORT DURATION HIGH YIELD ETF | 45854 | 1647531 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 16390 | 1645229 | ETF |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 26919 | 1636963 | ETF |
| SERVICENOW INC COM | 10609 | 1625140 | Stock |
| INTEL CORP COM | 44023 | 1624425 | Stock |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 42743 | 1624222 | ETF |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 15728 | 1597618 | ETF |
| LOCKHEED MARTIN CORP COM | 3303 | 1597111 | Stock |
| VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | 69264 | 1595842 | ETF |
| PACER GLOBAL CASH COWS DIVIDEND ETF | 38473 | 1585877 | ETF |
| AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | 41209 | 1580379 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 28857 | 1556515 | Stock |
| DIREXION DAILY S&P 500 BULL 3X SHARES | 7027 | 1550226 | ETF |
| ISHARES S&P 100 ETF | 4476 | 1535133 | ETF |
| UNITED PARCEL SVCS INC CL B | 15467 | 1534121 | Stock |
| PNC FINL SVCS GROUP INC COM | 7350 | 1534094 | Stock |
| ADOBE INC COM | 4382 | 1533484 | Stock |
| CITIGROUP INC COM NEW | 13127 | 1531816 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 10960 | 1525187 | ETF |
| PHILIP MORRIS INTL INC COM | 9455 | 1516717 | Stock |
| LAM RESEARCH CORP COM NEW | 8757 | 1498892 | Stock |
| GENERAL DYNAMICS CORP COM | 4445 | 1496707 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 5050 | 1495885 | Stock |
| PROCTER & GAMBLE CO COM | 10430 | 1494831 | Stock |
| FEDEX CORP COM | 5152 | 1488204 | Stock |
| MARATHON PETE CORP COM | 9113 | 1482059 | Stock |
| VANGUARD ULTRA-SHORT BOND ETF | 29527 | 1471623 | ETF |
| CYBERARK SOFTWARE LTD SHS | 3292 | 1468390 | Stock |
| 2X BITCOIN STRATEGY ETF | 52889 | 1467150 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 16720 | 1457294 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 9392 | 1453856 | ETF |
| CENTENE CORP DEL COM | 35227 | 1449592 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 12032 | 1446083 | ETF |
| PROSHARES ULTRA GOLD | 26017 | 1444464 | ETF |
| AMPHENOL CORP CL A | 10668 | 1441596 | Stock |
| COMFORT SYS USA INC COM | 1544 | 1441162 | Stock |
| GENERAL MTRS CO COM | 17616 | 1432467 | Stock |
| SCHWAB SHORT-TERM US TREASURY ETF | 57704 | 1406257 | ETF |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 35552 | 1402519 | ETF |
| ARK INNOVATION ETF | 18214 | 1401021 | ETF |
| ISHARES S&P 500 VALUE ETF | 6569 | 1393107 | ETF |
| MCDONALDS CORP COM | 4512 | 1379233 | Stock |
| BOOKING HOLDINGS INC COM | 253 | 1355993 | Stock |
| UNION PAC CORP COM | 5768 | 1334123 | Stock |
| HALLIBURTON CO COM | 47196 | 1333763 | Stock |
| INCYTE CORP COM | 13261 | 1309789 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 15589 | 1305556 | ETF |
| EVENTIDE US MARKET ETF | 48301 | 1300748 | ETF |
| INSPIRE SMALL/MID CAP ETF | 33292 | 1284422 | ETF |
| EXPEDIA GROUP INC COM NEW | 4533 | 1284244 | Stock |
| SCHWAB U.S. SMALL-CAP ETF | 45013 | 1281969 | ETF |
| OREILLY AUTOMOTIVE INC COM | 14009 | 1277795 | Stock |
| AAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT | 4700 | 1277742 | Stock |
| CVS HEALTH CORP COM | 16011 | 1270663 | Stock |
| VALERO ENERGY CORP COM | 7772 | 1265345 | Stock |
| REPUBLIC SVCS INC COM | 5948 | 1260628 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 47798 | 1253742 | ETF |
| ATLASSIAN CORPORATION CL A | 7689 | 1246695 | Stock |
| FRANKLIN FTSE EUROPE ETF | 33839 | 1236477 | ETF |
| SYMBOTIC INC CLASS A COM | 20767 | 1235638 | Stock |
| SCHWAB US TIPS ETF | 46597 | 1234345 | ETF |
| NEWMONT CORP COM | 12297 | 1227820 | Stock |
| WESTERN DIGITAL CORP COM | 7105 | 1224041 | Stock |
| PG&E CORP COM | 75820 | 1218426 | Stock |
| PHILLIPS 66 COM | 9439 | 1217913 | Stock |
| AVANTIS U.S. SMALL CAP VALUE ETF | 11727 | 1195897 | ETF |
| ISHARES ESG AWARE MSCI USA ETF | 8003 | 1192406 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 25474 | 1185560 | ETF |
| EDISON INTL COM | 19502 | 1170483 | Stock |
| MARSH & MCLENNAN COS INC COM | 6264 | 1162251 | Stock |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 29742 | 1160512 | ETF |
| WASTE MGMT INC DEL COM | 5273 | 1158468 | Stock |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 25274 | 1157549 | CEF |
| VANGUARD MID-CAP ETF | 3987 | 1157078 | ETF |
| OCCIDENTAL PETE CORP COM | 28010 | 1151799 | Stock |
| DANAHER CORPORATION COM | 5017 | 1148520 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 47598 | 1144245 | ETF |
| MEDPACE HLDGS INC COM | 2016 | 1132286 | Stock |
| AIRBNB INC COM CL A | 8314 | 1128377 | Stock |
| WELLTOWER INC COM | 6059 | 1124487 | REIT |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 22866 | 1123657 | ETF |
| Energy Select Sector SPDR ETF | 25127 | 1123424 | ETF |
| VANGUARD EXTENDED MARKET ETF | 5365 | 1121849 | ETF |
| BOEING CO COM | 5161 | 1120383 | Stock |
| INVESCO NASDAQ 100 ETF | 4411 | 1115511 | ETF |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 47501 | 1107252 | ADR |
| PROSHARES ULTRA BITCOIN ETF | 49687 | 1097594 | ETF |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 12175 | 1095731 | ETF |
| PACKAGING CORP AMER COM | 5307 | 1094545 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 2803 | 1091031 | Stock |
| VERIZON COMMUNICATIONS INC COM | 26684 | 1086839 | Stock |
| ABRDN PHYSICAL GOLD SHARES ETF | 26191 | 1075926 | ETF |
| ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 14517 | 1075587 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 1885 | 1067396 | Stock |
| ZOOM COMMUNICATIONS INC CL A | 12334 | 1064302 | Stock |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 45330 | 1060040 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 1750 | 1055741 | ETF |
| HUNT J B TRANS SVCS INC COM | 5420 | 1053322 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 8977 | 1052063 | Stock |
| REGENERON PHARMACEUTICALS COM | 1363 | 1051759 | Stock |
| FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51 | 26089 | 1044864 | Stock |
| INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | 30300 | 1038684 | ETF |
| CAPITAL GROUP MUNICIPAL INCOME ETF | 37901 | 1037734 | ETF |
| PARKER-HANNIFIN CORP COM | 1180 | 1037524 | Stock |
| QUEST DIAGNOSTICS INC COM | 5956 | 1033544 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 3844 | 1031267 | Stock |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | 30460 | 1027727 | ETF |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 39101 | 1026012 | ETF |
| WILLIAMS COS INC COM | 17045 | 1024549 | Stock |
| ISHARES RUSSELL 2000 ETF | 4156 | 1023032 | ETF |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 40778 | 1022723 | ETF |
| VANECK JUNIOR GOLD MINERS ETF | 8982 | 1021959 | ETF |
| NEXTERA ENERGY INC COM | 12630 | 1013884 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 1749 | 1013480 | Stock |
| VANGUARD MID-CAP GROWTH ETF | 3616 | 1009412 | ETF |
| FREEPORT-MCMORAN INC CL B | 19697 | 1000437 | Stock |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 21949 | 999338 | ETF |
| DELTA AIR LINES INC COM NEW | 14317 | 993585 | Stock |
| EATON CORP PLC SHS | 3119 | 993523 | Stock |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 26418 | 987884 | ETF |
| SCHWAB EMERGING MARKETS EQUITY ETF | 29753 | 974396 | ETF |
| EVENTIDE HIGH DIVIDEND ETF | 36550 | 970043 | ETF |
| CLOUDFLARE INC CL A COM | 4905 | 967020 | Stock |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 20198 | 966469 | ETF |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | 16035 | 960978 | ETF |
| ROBLOX CORP CL A | 11785 | 954951 | Stock |
| CUMMINS INC COM | 1863 | 951121 | Stock |
| INTUIT COM | 1431 | 948317 | Stock |
| MEDTRONIC PLC SHS | 9814 | 942822 | Stock |
| ROYAL BK CDA COM | 5477 | 933785 | Stock |
| BLACKROCK INC COM | 863 | 924491 | Stock |
| TECHNIPFMC PLC COM | 20686 | 921778 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 24907 | 921526 | Stock |
| STERIS PLC SHS USD | 3629 | 920144 | Stock |
| PROSHARES ULTRA SILVER | 5916 | 917690 | ETF |
| SCHWAB US AGGREGATE BOND ETF | 39259 | 917488 | ETF |
| NORTHROP GRUMMAN CORP COM | 1608 | 916886 | Stock |
| UBER TECHNOLOGIES INC COM | 11192 | 914507 | Stock |
| NASDAQ INC COM | 9412 | 914217 | Stock |
| DEVON ENERGY CORP NEW COM | 24850 | 910246 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 5617 | 904170 | Stock |
| AMERIPRISE FINL INC COM | 1831 | 898012 | Stock |
| CARNIVAL CORP COMMON STOCK | 29347 | 896259 | Stock |
| AXON ENTERPRISE INC COM | 1574 | 893916 | Stock |
| DISNEY WALT CO COM | 7856 | 893645 | Stock |
| ANALOG DEVICES INC COM | 3283 | 890226 | Stock |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 9883 | 885114 | ETF |
| XCEL ENERGY INC COM | 11885 | 877838 | Stock |
| I3 VERTICALS INC COM CL A | 34531 | 869836 | Stock |
| SPOTIFY TECHNOLOGY S A SHS | 1495 | 868163 | Stock |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 18519 | 866874 | ETF |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 16383 | 866334 | ETF |
| TAPESTRY INC COM | 6774 | 865497 | Stock |
| PROSHARES ULTRA BLOOMBERG NATURAL GAS | 37645 | 862071 | ETF |
| LOWES COS INC COM | 3544 | 854519 | Stock |
| DOLLAR GEN CORP NEW COM | 6344 | 842327 | Stock |
| SCHWAB U.S. REIT ETF | 39441 | 823929 | ETF |
| INTERCONTINENTAL EXCHANGE INC COM | 5014 | 812080 | Stock |
| IQVIA HLDGS INC COM | 3599 | 811251 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 49182 | 810999 | Stock |
| VERTIV HOLDINGS CO COM CL A | 4981 | 806891 | Stock |
| S&P GLOBAL INC COM | 1542 | 805887 | Stock |
| ROPER TECHNOLOGIES INC COM | 1804 | 803113 | Stock |
| BECTON DICKINSON & CO COM | 4134 | 802299 | Stock |
| US BANCORP DEL COM NEW | 14965 | 798496 | Stock |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 6653 | 794081 | ETF |
| ISHARES LATIN AMERICA 40 ETF | 25995 | 791548 | ETF |
| AT&T INC COM | 31832 | 790715 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 5478 | 785107 | ETF |
| ILLUMINA INC COM | 5977 | 783981 | Stock |
| PROLOGIS INC. COM | 6107 | 779500 | REIT |
| TRUIST FINL CORP COM | 15828 | 778936 | Stock |
| CORNING INC COM | 8872 | 776832 | Stock |
| EOG RES INC COM | 7392 | 776197 | Stock |
| VANGUARD LONG-TERM TREASURY ETF | 13825 | 771428 | ETF |
| HILTON WORLDWIDE HLDGS INC COM | 2658 | 763575 | Stock |
| BEST BUY INC COM | 11280 | 754981 | Stock |
| ISHARES ESG MSCI KLD 400 ETF | 5848 | 753416 | ETF |
| 3M CO COM | 4673 | 748065 | Stock |
| WASTE CONNECTIONS INC COM | 4247 | 744650 | Stock |
| SERVISFIRST BANCSHARES INC COM | 10280 | 738001 | Stock |
| HSBC HLDGS PLC SPON ADR NEW | 9356 | 736088 | ADR |
| EMCOR GROUP INC COM | 1201 | 734768 | Stock |
| BOSTON SCIENTIFIC CORP COM | 7700 | 734171 | Stock |
| ASTRAZENECA PLC ORD | 7954 | 731234 | ADR |
| SAP SE SPON ADR | 2998 | 728401 | ADR |
| TERADYNE INC COM | 3756 | 726929 | Stock |
| GILEAD SCIENCES INC COM | 5913 | 725730 | Stock |
| JOHNSON CTLS INTL PLC SHS | 6052 | 724771 | Stock |
| GALLAGHER ARTHUR J & CO COM | 2795 | 723254 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 12717 | 722437 | ETF |
| ISHARES U.S. TECHNOLOGY ETF | 3601 | 718978 | ETF |
| LAS VEGAS SANDS CORP COM | 11005 | 716311 | Stock |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 8869 | 715105 | ETF |
| ENTERGY CORP NEW COM | 7720 | 713516 | Stock |
| VISTRA CORP COM | 4410 | 711473 | Stock |
| INTERACTIVE BROKERS GROUP INC COM CL A | 11061 | 711332 | Stock |
| TARGA RES CORP COM | 3854 | 711100 | Stock |
| NATERA INC COM | 3089 | 707658 | Stock |
| ROLLINS INC COM | 11789 | 707551 | Stock |
| TOYOTA MOTOR CORP ADS | 3305 | 707396 | ADR |
| ELEVANCE HEALTH INC FORMERLY A COM | 2001 | 701642 | Stock |
| AB ULTRA SHORT INCOME ETF | 13871 | 700208 | ETF |
| ISHARES MSCI SPAIN ETF | 12965 | 698957 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 2705 | 696004 | Stock |
| AMERICAN ELEC PWR CO INC COM | 6020 | 694101 | Stock |
| REGIONS FINANCIAL CORP NEW COM | 25461 | 689996 | Stock |
| STRYKER CORPORATION COM | 1946 | 684000 | Stock |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 7759 | 683413 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 6837 | 682803 | ETF |
| ELASTIC N V ORD SHS | 9048 | 682582 | Stock |
| MONOLITHIC PWR SYS INC COM | 749 | 678444 | Stock |
| AMERICAN TOWER CORP COM | 3859 | 677727 | REIT |
| ISHARES RUSSELL MID-CAP VALUE ETF | 4795 | 676335 | ETF |
| TYSON FOODS INC CL A | 11479 | 672890 | Stock |
| ROYAL CARIBBEAN GROUP COM | 2412 | 672762 | Stock |
| AVANTIS U.S. LARGE CAP VALUE ETF | 8829 | 668973 | ETF |
| SHERWIN WILLIAMS CO COM | 2052 | 664709 | Stock |
| TEXAS INSTRS INC COM | 3827 | 663934 | Stock |
| FIDELITY TOTAL BOND ETF | 14415 | 663668 | ETF |
| ENBRIDGE INC COM | 13836 | 661803 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 8611 | 660191 | Stock |
| SANDISK CORP COM | 2776 | 658967 | Stock |
| KEYSIGHT TECHNOLOGIES INC COM | 3237 | 657693 | Stock |
| BANK NEW YORK MELLON CORP COM | 5664 | 657514 | Stock |
| FRANKLIN FTSE JAPAN ETF | 18971 | 653551 | ETF |
| GENERAL MILLS INC COM | 14033 | 652506 | Stock |
| UNITED AIRLS HLDGS INC COM | 5822 | 651016 | Stock |
| KEURIG DR PEPPER INC COM | 23232 | 650719 | Stock |
| HONEYWELL INTL INC COM | 3321 | 647937 | Stock |
| US TREASURY 3 MONTH BILL ETF | 12722 | 634576 | ETF |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 2844 | 633144 | Stock |
| CBRE GROUP INC CL A | 3911 | 628920 | Stock |
| ONEASCENT INTERNATIONAL EQUITY ETF | 15194 | 628880 | ETF |
| COMMERCE BANCSHARES INC COM | 12012 | 628684 | Stock |
| DIMENSIONAL WORLD EQUITY ETF | 8497 | 628621 | ETF |
| UNITED THERAPEUTICS CORP DEL COM | 1288 | 627579 | Stock |
| UBS GROUP AG SHS | 13500 | 625210 | Stock |
| ULTA BEAUTY INC COM | 1033 | 624975 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 2905 | 623620 | ETF |
| INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 12407 | 620840 | ETF |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 13461 | 620284 | ETF |
| NEUROCRINE BIOSCIENCES INC COM | 4355 | 617669 | Stock |
| PAYPAL HLDGS INC COM | 10577 | 617477 | Stock |
| EMERSON ELEC CO COM | 4640 | 615793 | Stock |
| MUELLER INDS INC COM | 5361 | 615442 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 816 | 614576 | ETF |
| MONDELEZ INTL INC CL A | 11376 | 612347 | Stock |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 27382 | 611176 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2202 | 606518 | Stock |
| HASBRO INC COM | 7374 | 604697 | Stock |
| EVERCORE PARTNERS INC CLASS A | 1774 | 603604 | Stock |
| FORTINET INC COM | 7580 | 601951 | Stock |
| ALTRIA GROUP INC COM | 10435 | 601720 | Stock |
| PENTAIR PLC SHS | 5762 | 599967 | Stock |
| LYFT INC CL A COM | 30852 | 597603 | Stock |
| MOTOROLA SOLUTIONS INC COM NEW | 1556 | 596630 | Stock |
| SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 30862 | 596562 | ADR |
| ISHARES ESG MSCI USA LEADERS ETF | 4864 | 589840 | ETF |
| TOTALENERGIES SE ACT | 8970 | 586833 | Stock |
| PACER TRENDPILOT US LARGE CAP ETF | 10551 | 586422 | ETF |
| TRAVELERS COMPANIES INC COM | 2012 | 583437 | Stock |
| PGIM ULTRA SHORT BOND ETF | 11636 | 577009 | ETF |
| SOUTHERN COPPER CORP COM | 3979 | 570874 | Stock |
| MONGODB INC CL A | 1358 | 569938 | Stock |
| L3HARRIS TECHNOLOGIES INC COM | 1933 | 567458 | Stock |
| APPLOVIN CORP COM CL A | 841 | 566521 | Stock |
| TEXTRON INC COM | 6495 | 566170 | Stock |
| COLGATE PALMOLIVE CO COM | 7147 | 564749 | Stock |
| CITIZENS FINL GROUP INC COM | 9607 | 561152 | Stock |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 21767 | 560496 | ETF |
| CADENCE DESIGN SYSTEM INC COM | 1791 | 559609 | Stock |
| AON PLC SHS CL A | 1584 | 558857 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.