EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Positions: 4,009; +259 vs. Q4 2024
Portfolio value: $1.82B; +$40.5M (+2.3%) vs. Q4 2024
Filed: May 13, 2025; SEC

Holdings of EverSource Wealth Advisors, LLC in Q1 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
DEDeere & Co	Stock	8,310	$3.90M	0.2%	+528+6.8%	Added	History
ETF Opportunities Trust26923N405	APPLIED FINA VAL	111,168	$3.89M	0.2%	+24,585+28.4%	Added	–
MAMastercard Inc	Stock	6,673	$3.66M	0.2%	−163−2.4%	Reduced	History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	139,223	$3.65M	0.2%	−4,080−2.8%	Reduced	–
Timothy Plan887432359	US LRGMD CP CORE	85,162	$3.61M	0.2%	−30,578−26.4%	Reduced	–
iShares Tr46434V613	CORE UNIVRSL USD	78,366	$3.61M	0.2%	+38,278+95.5%	Added	–
KEXKirby Corp	COM	34,704	$3.51M	0.2%	+21,156+156.2%	Added	History
Amplify ETF Tr032108409	CWP ENHANCED DIV	85,894	$3.50M	0.2%	+50,132+140.2%	Added	–
Dimensional Emerging Core Equity Market ETF25434V302	ETF	133,000	$3.44M	0.2%	+101,306+319.6%	Added	–
Schwab US Dividend Equity ETF808524797	ETF	121,345	$3.39M	0.2%	−4,808−3.8%	Reduced	–
Timothy Plan887432326	HIG DV STK ETF	89,028	$3.35M	0.2%	−14,228−13.8%	Reduced	–
MASMasco Corp	COM	47,706	$3.32M	0.2%	+308+0.6%	Added	History
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	85,048	$3.27M	0.2%	−3,702−4.2%	Reduced	–
JNJJohnson & Johnson	Stock	19,646	$3.26M	0.2%	+1,863+10.5%	Added	History
American Centy ETF Tr025072802	INTL SMCP VLU	46,001	$3.21M	0.2%	+1,593+3.6%	Added	–
PGProcter & Gamble Co	Stock	18,420	$3.14M	0.2%	+2,838+18.2%	Added	History
Pacer US Small Cap Cash Cows ETF69374H857	ETF	80,905	$3.03M	0.2%	+2,897+3.7%	Added	–
SOSouthern Co	Stock	31,443	$2.89M	0.2%	+3,975+14.5%	Added	History
CRSPCRISPR Therapeutics AG	NAMEN AKT	84,880	$2.89M	0.2%	+84,708+49,248.8%	Added	History
BRDGBridge Investment Group Holdings Inc.	COM CL A	298,539	$2.86M	0.2%	+293,442+5,757.2%	Added	History
Vanguard Long-Term Treasury ETF92206C847	ETF	49,396	$2.85M	0.2%	−6,431−11.5%	Reduced	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	55,021	$2.83M	0.2%	−107−0.2%	Reduced	–
iShares Tr464288877	EAFE VALUE ETF	47,943	$2.83M	0.2%	+2,780+6.2%	Added	–
iShares Russell 1000 Value ETF464287598	ETF	15,018	$2.83M	0.2%	−5,564−27.0%	Reduced	–
Dimensional ETF Trust25434V765	INTL HIGH PROFIT	103,625	$2.79M	0.2%	+9,707+10.3%	Added	–
State Street SPDR S&P Regional Banking ETF78464A698	ETF	48,384	$2.75M	0.2%	+3,687+8.2%	Added	–
GLDSPDR Gold Trust	ETF	9,201	$2.65M	0.1%	−581−5.9%	Reduced	History
SFBSServisFirst Bancshares, Inc.	COM	31,689	$2.62M	0.1%	+424+1.4%	Added	History
GSGoldman Sachs Group Inc	Stock	4,731	$2.58M	0.1%	−220−4.4%	Reduced	History
WSOWatsco Inc	COM	5,067	$2.58M	0.1%	+567+12.6%	Added	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	13,502	$2.52M	0.1%	−3,456−20.4%	Reduced	–
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	51,152	$2.51M	0.1%	+414+0.8%	Added	–
iShares S&P 500 Growth ETF464287309	ETF	26,803	$2.49M	0.1%	+7,694+40.3%	Added	–
ORCLOracle Corp	Stock	17,582	$2.46M	0.1%	+2,855+19.4%	Added	History
ABBVAbbVie Inc.	Stock	11,555	$2.42M	0.1%	+737+6.8%	Added	History
Capital Group Dividend Value14020W106	SHS CREAT UNIT	65,902	$2.35M	0.1%	+7,850+13.5%	Added	–
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	46,851	$2.32M	0.1%	+10,200+27.8%	Added	–
Timothy Plan887432342	U S SM CP CORE	62,430	$2.31M	0.1%	−2,967−4.5%	Reduced	–
CRMSalesforce, Inc.	Stock	8,510	$2.28M	0.1%	+1,082+14.6%	Added	History
iShares MSCI USA Quality Factor ETF46432F339	ETF	12,476	$2.13M	0.1%	+4,682+60.1%	Added	–
Dimensional ETF Trust25434V732	EMERGING MKTS CO	79,131	$2.09M	0.1%	+8,191+11.5%	Added	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	10,103	$2.09M	0.1%	+1,693+20.1%	Added	–
American Centy ETF Tr025072877	US SML CP VALU	23,859	$2.08M	0.1%	+5,176+27.7%	Added	–
SPDR Series Trust78468R523	ST STR BL 12 ETF	20,799	$2.07M	0.1%	+20,799	New	–
iShares Core S&P Mid-Cap ETF464287507	ETF	34,960	$2.04M	0.1%	−3,263−8.5%	Reduced	–
UNHUnitedHealth Group Inc	Stock	3,889	$2.04M	0.1%	+283+7.8%	Added	History
CLHClean Harbors Inc	COM	10,102	$1.99M	0.1%	−32−0.3%	Reduced	History
GEGeneral Electric Co	Stock	9,932	$1.99M	0.1%	+2,024+25.6%	Added	History
iShares Tr464288158	SHRT NAT MUN ETF	18,511	$1.95M	0.1%	−1,865−9.2%	Reduced	–
PNFPPinnacle Financial Partners, Inc.	COM	18,271	$1.94M	0.1%	+275+1.5%	Added	History
SGISomnigroup International Inc.	COM	32,292	$1.93M	0.1%	+11,489+55.2%	Added	History
State Street Energy Select Sector SPDR ETF81369Y506	ETF	20,593	$1.92M	0.1%	−1,330−6.1%	Reduced	–
LINLinde PLC	Stock	4,119	$1.92M	0.1%	+674+19.6%	Added	History
iShares Inc46434G764	MSCI EMRG CHN	34,783	$1.92M	0.1%	+5,316+18.0%	Added	–
Vanguard Star FDS921909768	VG TL INTL STK F	30,636	$1.90M	0.1%	+2,972+10.7%	Added	–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620	ETF	37,076	$1.89M	0.1%	−547−1.5%	Reduced	–
MCDMcDonalds Corp	Stock	6,001	$1.87M	0.1%	−2,820−32.0%	Reduced	History
KOCoca Cola Co	Stock	26,133	$1.87M	0.1%	+9,977+61.8%	Added	History
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788	ETF	42,181	$1.87M	0.1%	+10,721+34.1%	Added	–
State Street Health Care Select Sector SPDR ETF81369Y209	ETF	12,742	$1.86M	0.1%	+7,148+127.8%	Added	–
Victory Portfolios II92647X830	SHS FR CA FL ETF	53,608	$1.84M	0.1%	+53,608	New	–
Vanguard Scottsdale FDS92206C680	VNG RUS1000GRW	19,780	$1.84M	0.1%	−419−2.1%	Reduced	–
KNXKnight-Swift Transportation Holdings Inc.	CL A	41,944	$1.82M	0.1%	+3,136+8.1%	Added	History
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	21,921	$1.79M	0.1%	−3,701−14.4%	Reduced	–
BERYBerry Global Group, Inc.	COM	25,657	$1.79M	0.1%	−435−1.7%	Reduced	History
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	42,571	$1.79M	0.1%	+6,042+16.5%	Added	–
iShares Russell Mid-Cap Growth ETF464287481	ETF	15,178	$1.78M	0.1%	−785−4.9%	Reduced	–
ProShares Tr74347X864	ULTRPRO S&P500	23,804	$1.76M	0.1%	+13,400+128.8%	Added	–
SPDR Series Trust78464A763	ST STR SP DIV	12,780	$1.73M	0.1%	−3,194−20.0%	Reduced	–
MSMorgan Stanley	Stock	14,717	$1.72M	0.1%	+1,557+11.8%	Added	History
ABTAbbott Laboratories	Stock	12,864	$1.71M	0.1%	−7,636−37.2%	Reduced	History
WFCWells Fargo & Company	Stock	23,513	$1.69M	0.1%	+1,941+9.0%	Added	History
RTXRTX Corp	Stock	12,635	$1.67M	0.1%	−360−2.8%	Reduced	History
DUKDuke Energy CORP	Stock	13,720	$1.67M	0.1%	+868+6.8%	Added	History
State Street Financial Select Sector SPDR ETF81369Y605	ETF	33,258	$1.66M	0.1%	+916+2.8%	Added	–
BlackRock ETF Trust09290C103	ISHARES US EQUIT	33,955	$1.66M	0.1%	+12,616+59.1%	Added	–
iShares Russell Mid-Cap Value ETF464287473	ETF	12,907	$1.63M	0.1%	−258−2.0%	Reduced	–
State Street SPDR Portfolio Aggregate Bond ETF78464A649	ETF	63,503	$1.62M	0.1%	+63,503	New	–
AB Active ETFs Inc00039J830	SHOR DU YIEL ETF	45,061	$1.60M	0.1%	+20,326+82.2%	Added	–
Vanguard Scottsdale FDS92206C714	VNG RUS1000VAL	19,396	$1.60M	0.1%	−34−0.2%	Reduced	–
Dimensional ETF Trust25434V567	GLOBAL CR ETF	30,040	$1.60M	0.1%	+4,724+18.7%	Added	–
Dimensional ETF Trust25434V864	SHOR DUR FIX ETF	33,454	$1.59M	0.1%	+5,798+21.0%	Added	–
iShares Tr46436E718	0-3 MTH TREASURY	15,642	$1.57M	0.1%	+7,551+93.3%	Added	–
TPRTapestry, Inc.	COM	22,316	$1.57M	0.1%	+9,124+69.2%	Added	History
UGLProShares Trust II	ULTRA GOLD	12,187	$1.57M	0.1%	−4,847−28.5%	Reduced	History
Franklin Templeton ETF Tr35473P652	FTSE EUROPE	50,269	$1.55M	0.1%	+4,211+9.1%	Added	–
QCOMQualcomm Inc	Stock	10,011	$1.54M	0.1%	+2,504+33.4%	Added	History
CATCaterpillar Inc	Stock	4,644	$1.53M	0.1%	+350+8.2%	Added	History
PIMCO Active Bond Exchange-Traded Fund72201R775	ETF	16,404	$1.52M	0.1%	+15,374+1,492.6%	Added	–
OXYOccidental Petroleum Corp	Stock	30,620	$1.51M	0.1%	+2,360+8.4%	Added	History
BACBank of America Corp	Stock	36,059	$1.50M	0.1%	−14,479−28.6%	Reduced	History
Vanguard Wellington FD921935870	SHORT TRM TAX EX	14,624	$1.47M	0.1%	+1,615+12.4%	Added	–
MRSHMarsh & McLennan Companies, Inc.	Stock	5,735	$1.40M	0.1%	+693+13.7%	Added	History
PMPhilip Morris International Inc.	Stock	8,746	$1.39M	0.1%	+1,713+24.4%	Added	History
Vanguard Morningstar Mid-Cap Growth ETF922908538	ETF	5,643	$1.38M	0.1%	−183−3.1%	Reduced	–
iShares Tr464288414	NATIONAL MUN ETF	13,063	$1.38M	0.1%	−6,739−34.0%	Reduced	–
Dimensional ETF Trust25434V575	INTL COR FIX ETF	26,263	$1.37M	0.1%	+5,225+24.8%	Added	–
Direxion Shs ETF Tr25459W862	DRX S&P500BULL	9,761	$1.37M	0.1%	+1,731+21.6%	Added	–
MCKMcKesson Corp	Stock	2,035	$1.37M	0.1%	+28+1.4%	Added	History
VanEck ETF Trust92189H409	HIGH YLD MUNIETF	26,571	$1.36M	0.1%	+3,622+15.8%	Added	–

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q1 2025
Security	Class	Puts	Calls
Blackstone Private Credit Fund6926069LL	Stock	$1.79M	–
Alphabet Inc Cap STK6951179OI	Stock	–	$30.9K

Sold out since Q4 2024 (225)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 225 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2024
Security	Class	Shares in Q4 2024	Value in Q4 2024	% of portfolio in Q4 2024	History
Hartford FDS Exchange Traded41653L404	SCHRDRS TAX BD	33,860	$655.5K	<0.1%	–
SPDR Series Trust78468R200	ST STR RATE ETF	14,519	$446.2K	<0.1%	–
First Tr Exchange-Traded FD336920103	US EQTY OPPT ETF	3,268	$390.6K	<0.1%	–
AZPNAspen Technology, Inc.	COM	1,534	$382.9K	<0.1%	History
SPDR Series Trust78468R812	ST STR MSCI USAQ	1,258	$194.8K	<0.1%	–
Franklin Templeton ETF Tr35473P868	FRANKLIN DYN MUN	7,857	$192.0K	<0.1%	–
iShares Tr46435G243	ESG AWRE 1 5 YR	6,995	$172.8K	<0.1%	–
Advisorshares Ranger Equity Bear ETF00768Y883	CEF	5,320	$86.9K	<0.1%	–
Vanguard Scottsdale FDS92206C573	TOTAL CORP BND	1,100	$83.3K	<0.1%	–
iShares Tr464288687	PFD AND INCM SEC	2,462	$77.4K	<0.1%	–
FDUSFidus Investment Corp	COM	3,596	$75.6K	<0.1%	History
Innovator ETFs Tr45783Y798	GRWT ACCLTD PLUS	3,000	$75.2K	<0.1%	–
iShares Tr464289883	CORE 30 70 ETF	1,575	$58.7K	<0.1%	–
INFNInfinera Corp	COM	7,500	$49.3K	<0.1%	History
ARK Next Generation Technology ETF00214Q401	ETF	373	$40.3K	<0.1%	–
QGENQiagen N.V.	Stock	871	$38.8K	<0.1%	History
Dimensional ETF Trust25434V583	GLOB CO PLUS ETF	732	$38.7K	<0.1%	–
Schwab Fundamental U.S. Small Company ETF808524763	ETF	1,130	$33.6K	<0.1%	–
SMARSmartsheet Inc	COM CL A	536	$30.0K	<0.1%	History
ALTRAltair Engineering Inc.	COM CL A	208	$22.7K	<0.1%	History
LAKELakeland Industries Inc	COM	863	$22.1K	<0.1%	History
Advisorshares Tr00768Y529	DORSY SHRT ETF	2,925	$20.6K	<0.1%	–
HCPHashiCorp, Inc.	COM CL A	587	$20.1K	<0.1%	History
DBX ETF Tr233051143	XTRACKRS S&P 500	343	$18.3K	<0.1%	–
XIFRXPLR Infrastructure, LP	COM UNIT PART IN	1,000	$17.8K	<0.1%	History
ABCLAbCellera Biologics Inc.	COM	5,000	$14.7K	<0.1%	History
PFCPremier Financial Corp	COM	563	$14.4K	<0.1%	History
Vanguard World FD921910733	ESG US STK ETF	131	$13.7K	<0.1%	–
ARCHArch Resources, Inc.	CL A	96	$13.6K	<0.1%	History
ALTMArcadium Lithium plc	Stock	2,376	$12.2K	<0.1%	History
GGNGAMCO Global Gold, Natural Resources & Income Trust	COM SH BEN INT	3,000	$11.3K	<0.1%	History
VanEck ETF Trust92189F437	FALLEN ANGEL HG	377	$10.8K	<0.1%	–
Barnes Group Inc067806109	COM	217	$10.3K	<0.1%	–
IBTXIndependent Bank Group, Inc.	COM	158	$9.59K	<0.1%	History
Silvercrest Metals Inc828363101	COM	1,040	$9.46K	<0.1%	–
MTTRMatterport, Inc.	COM CL A	1,839	$8.72K	<0.1%	History
American Centy ETF Tr025072356	REAL ESTATE ETF	167	$7.00K	<0.1%	–
Invesco Exchange Traded FD T46137V480	S&P SMCP VLU MNT	117	$6.37K	<0.1%	–
Invesco Exch Traded FD Tr II46138E743	RAFI DVLPD MRKTS	129	$6.18K	<0.1%	–
OUTOUTFRONT Media Inc.	COM	325	$5.76K	<0.1%	History
EDREndeavor Group Holdings, Inc.	CL A COM	179	$5.60K	<0.1%	History
WisdomTree Tr97717W851	JAPN HEDGE EQT	49	$5.35K	<0.1%	–
DEAEasterly Government Properties, Inc.	COM	440	$5.00K	<0.1%	History
VPGVishay Precision Group, Inc.	COM	201	$4.72K	<0.1%	History
Global X FDS37954Y624	AUTONMOUS EV ETF	204	$4.68K	<0.1%	–
iShares Tr46435G342	MORTGE REL ETF	200	$4.27K	<0.1%	–
DBCInvesco DB Commodity Index Tracking Fund	UNIT	176	$3.76K	<0.1%	History
CVGICommercial Vehicle Group, Inc.	COM	1,458	$3.62K	<0.1%	History
GEARRevelyst, Inc.	COM SHS	179	$3.44K	<0.1%	History
VTLEVital Energy, Inc.	COM	111	$3.43K	<0.1%	History
PLLPiedmont Lithium Inc.	Stock	379	$3.31K	<0.1%	History
Alnylam Pharmaceuticals, Inc.02043QAB3	NOTE 1.000% 9/1	3,000	$3.19K	<0.1%	–
INDVIndivior Pharmaceuticals, Inc.	ORD	252	$3.13K	<0.1%	History
AMPYAmplify Energy Corp.	COM	516	$3.10K	<0.1%	History
MHHMastech Digital, Inc.	COM	190	$2.83K	<0.1%	History
Ziff Davis, Inc.48123VAE2	NOTE 1.750%11/0	3,000	$2.80K	<0.1%	–
MRCMRC Global Inc.	COM	219	$2.80K	<0.1%	History
Aim ETF Products Trust00888H208	ALLIANZIM US EQT	80	$2.63K	<0.1%	–
Liberty Media Corp531229AQ5	NOTE 2.250% 8/1	2,000	$2.44K	<0.1%	–
Lithium Amers Corp New53680QAA6	NOTE 1.750% 1/1	3,000	$2.27K	<0.1%	–
LFVNLifevantage Corp	COM NEW	118	$2.06K	<0.1%	History
Amplify ETF Tr032108649	AMPLIFY JUNIOR S	200	$1.99K	<0.1%	–
Vanguard World FD921910725	ESG INTL STK ETF	34	$1.93K	<0.1%	–
HTLFHeartland Financial USA Inc	COM	31	$1.90K	<0.1%	History
WisdomTree Tr97717W109	US TOTAL DIVIDND	25	$1.90K	<0.1%	–
CNNECannae Holdings, Inc.	COM	95	$1.89K	<0.1%	History
American Centy ETF Tr025072562	AVANTIS CORE FI	46	$1.87K	<0.1%	–
AFCGAdvanced Flower Capital Inc.	COM	222	$1.85K	<0.1%	History
JOUTJohnson Outdoors Inc	CL A	51	$1.68K	<0.1%	History
ARK ETF Tr00214Q203	AUTNMUS TECHNLGY	20	$1.54K	<0.1%	–
ROICRetail Opportunity Investments Corp	COM	89	$1.54K	<0.1%	History
ALMSAlumis Inc.	COM	182	$1.43K	<0.1%	History
NARIInari Medical, Inc.	Stock	27	$1.38K	<0.1%	History
SDRLSEADRILL Ltd	COM	35	$1.36K	<0.1%	History
DFINDonnelley Financial Solutions, Inc.	COM	21	$1.32K	<0.1%	History
First Tr Exchng Traded FD VI33740F888	SMIT UNCO BD ETF	50	$1.23K	<0.1%	–
PFSIPennyMac Financial Services, Inc.	COM	12	$1.23K	<0.1%	History
LMATLemaitre Vascular Inc	COM	13	$1.20K	<0.1%	History
CBIOCrescent Biopharma, Inc.	COM	4,755	$1.18K	<0.1%	History
Investment Managers Ser Tr I46144X131	TRADR 2X SHORT	28	$1.18K	<0.1%	–
AORTArtivion, Inc.	COM	41	$1.17K	<0.1%	History
FLNGFlex LNG Ltd.	SHS	45	$1.03K	<0.1%	History
PGREParamount Group, Inc.	COM	198	$978	<0.1%	History
PWPPerella Weinberg Partners	CLASS A COM	41	$977	<0.1%	History
Pacer FDS Tr69374H402	US EXPORT LEAD	20	$962	<0.1%	–
SUMSummit Materials, Inc.	CL A	19	$961	<0.1%	History
First Tr Exch TRD Alphdx FD33737J182	EMERG MKT ALPH	43	$947	<0.1%	–
SRGSeritage Growth Properties	CL A	226	$931	<0.1%	History
Fidelity Merrimack STR Tr316188101	CORP BOND ETF	20	$928	<0.1%	–
First Tr Exchange-Traded FD33734X127	ENERGY ALPHADX	56	$915	<0.1%	–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.	COM	72	$873	<0.1%	History
BANRBanner Corp	COM NEW	12	$801	<0.1%	History
CTSCTS Corp	COM	15	$791	<0.1%	History
LTRXLantronix Inc	COM NEW	190	$783	<0.1%	History
PDFSPDF Solutions Inc	COM	28	$758	<0.1%	History
NXENexGen Energy Ltd.	COM	112	$739	<0.1%	History
SUPNSupernus Pharmaceuticals, Inc.	COM	20	$723	<0.1%	History
PDSBPDS Biotechnology Corp	COM	431	$703	<0.1%	History
NRIXNurix Therapeutics, Inc.	COM	33	$622	<0.1%	History
PRMPerimeter Solutions, Inc.	COMMON STOCK	48	$613	<0.1%	History