EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Positions: 4,241; +232 vs. Q1 2025
Portfolio value: $2.21B; +$392.6M (+21.6%) vs. Q1 2025
Filed: Aug 13, 2025; SEC

Holdings of EverSource Wealth Advisors, LLC in Q2 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Morningstar Growth ETF922908736	ETF	174,226	$76.4M	3.5%	+6,881+4.1%	Added	–
Vanguard Ftse Developed Markets ETF921943858	ETF	1,104,693	$63.0M	2.8%	−80,135−6.8%	Reduced	–
Vanguard Morningstar Value ETF922908744	ETF	325,725	$57.6M	2.6%	+13,736+4.4%	Added	–
IAUiShares Gold Trust	ETF	732,123	$45.7M	2.1%	+18,890+2.6%	Added	History
NVDANVIDIA Corp	Stock	232,778	$36.8M	1.7%	+30,776+15.2%	Added	History
AAPLApple Inc.	Stock	177,873	$36.5M	1.6%	−24,023−11.9%	Reduced	History
FBTCFidelity Wise Origin Bitcoin Fund	SHS	383,065	$36.0M	1.6%	+21,049+5.8%	Added	History
MSFTMicrosoft Corp	Stock	64,821	$32.2M	1.5%	+2,966+4.8%	Added	History
Praxis FDS74006E744	IMPACT LARGE CAP	1,041,021	$29.5M	1.3%	+1,041,021	New	–
Praxis FDS74006E736	IMPACT LARGE CAP	853,203	$28.0M	1.3%	+853,203	New	–
Vanguard S&P 500 ETF922908363	ETF	48,592	$27.6M	1.2%	−1,419−2.8%	Reduced	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	296,672	$27.2M	1.2%	+6,422+2.2%	Added	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	86,795	$26.4M	1.2%	+14,362+19.8%	Added	–
Vanguard Short-Term Bond ETF921937827	ETF	332,107	$26.1M	1.2%	−5,314−1.6%	Reduced	–
AVGOBroadcom Inc.	Stock	94,345	$26.0M	1.2%	+7,143+8.2%	Added	History
Elevation Series Trust210322202	SOVE CAP FLOU FD	851,892	$25.7M	1.2%	+64,460+8.2%	Added	–
AMZNAmazon Com Inc	Stock	116,685	$25.6M	1.2%	−4,473−3.7%	Reduced	History
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	696,150	$25.0M	1.1%	+133,004+23.6%	Added	–
TSLATesla, Inc.	Stock	78,333	$24.9M	1.1%	+803+1.0%	Added	History
PLTRPalantir Technologies Inc.	Stock	180,274	$24.6M	1.1%	+1,637+0.9%	Added	History
Pacer US Cash Cows 100 ETF69374H881	ETF	403,836	$22.3M	1.0%	−33,351−7.6%	Reduced	–
Vanguard Dividend Appreciation ETF921908844	ETF	107,971	$22.1M	1.0%	−8,273−7.1%	Reduced	–
Vanguard Ftse Emerging Markets ETF922042858	ETF	431,929	$21.4M	1.0%	−34,566−7.4%	Reduced	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	241,092	$19.2M	0.9%	+1,954+0.8%	Added	–
Vanguard Total International Bond ETF92203J407	ETF	373,805	$18.5M	0.8%	+4,681+1.3%	Added	–
PGRProgressive Corp	Stock	66,761	$17.8M	0.8%	+691+1.0%	Added	History
GOOGLAlphabet Inc.	Stock	100,834	$17.8M	0.8%	−5,358−5.0%	Reduced	History
iShares Core S&P 500 ETF464287200	ETF	28,286	$17.6M	0.8%	+1,611+6.0%	Added	–
Invesco Exch Traded FD Tr II46138G698	S&P 500 REVENUE	154,058	$16.1M	0.7%	+10,371+7.2%	Added	–
iShares Core Dividend Growth ETF46434V621	ETF	238,943	$15.3M	0.7%	+38,433+19.2%	Added	–
Pgim ETF Tr69344A834	AAA CLO ETF	294,821	$15.2M	0.7%	+48,929+19.9%	Added	–
METAMeta Platforms, Inc.	Stock	20,466	$15.1M	0.7%	+2,528+14.1%	Added	History
Invesco QQQ Trust Series I46090E103	ETF	26,364	$14.5M	0.7%	+17,815+208.4%	Added	–
Capital Group Core Equity Et14020V108	SHS CREAT UNIT	382,889	$14.1M	0.6%	+60,743+18.9%	Added	–
SPYSPDR S&P 500 ETF Trust	ETF	22,236	$13.7M	0.6%	−4,787−17.7%	Reduced	History
Vanguard Morningstar Small-Cap ETF922908751	ETF	57,743	$13.7M	0.6%	+1,545+2.7%	Added	–
KKRKKR & Co. Inc.	COM	100,391	$13.4M	0.6%	+2,827+2.9%	Added	History
MSTRStrategy Inc	Stock	32,691	$13.2M	0.6%	+603+1.9%	Added	History
Capital Group Intl Focus EQT14019W109	SHS CREAT UNIT	476,785	$12.9M	0.6%	+73,850+18.3%	Added	–
iShares MSCI Eafe ETF464287465	ETF	140,807	$12.6M	0.6%	+12,521+9.8%	Added	–
Ea Series Trust02072L532	BRID OMN SMA ETF	609,278	$12.4M	0.6%	+10,159+1.7%	Added	–
Dimensional ETF Trust25434V799	INTL CORE EQUITY	389,663	$12.1M	0.5%	+43,707+12.6%	Added	–
Vanguard Whitehall FDS921946810	INTL DVD ETF	133,300	$12.0M	0.5%	−117,850−46.9%	Reduced	–
CRHCRH Public Ltd Co	ORD	126,678	$11.6M	0.5%	+9,829+8.4%	Added	History
iShares Tr464288588	MBS ETF	115,149	$10.8M	0.5%	−3,489−2.9%	Reduced	–
AZOAutoZone Inc	COM	2,883	$10.7M	0.5%	+98+3.5%	Added	History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	112,156	$10.7M	0.5%	+9,536+9.3%	Added	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	175,449	$10.5M	0.5%	+602+0.3%	Added	–
Vanguard Instl Index FD922040845	0 3 MO TR BI ETF	138,110	$10.4M	0.5%	+129,357+1,477.9%	Added	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	219,277	$10.2M	0.5%	−2,956−1.3%	Reduced	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	177,380	$10.1M	0.5%	−7,965−4.3%	Reduced	–
Capital Group Growth ETF14020G101	SHS CREAT UNIT	247,893	$10.1M	0.5%	+40,137+19.3%	Added	–
AMATApplied Materials Inc	Stock	54,787	$10.0M	0.5%	+1,820+3.4%	Added	History
BRK.BBerkshire Hathaway Inc	Stock	20,252	$9.84M	0.4%	+6,358+45.8%	Added	History
JPMJPMorgan Chase & Co	Stock	33,691	$9.77M	0.4%	+985+3.0%	Added	History
Capital Grp Fixed Incm ETF T14020Y102	CORE PLUS INCM	424,878	$9.56M	0.4%	+19,247+4.7%	Added	–
HDHome Depot, Inc.	Stock	25,737	$9.44M	0.4%	−3,499−12.0%	Reduced	History
ASMLASML Holding NV	ADR	11,674	$9.36M	0.4%	−567−4.6%	Reduced	History
Vanguard Intermediate-Term Bond ETF921937819	ETF	116,406	$9.00M	0.4%	−2,385−2.0%	Reduced	–
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	152,978	$8.99M	0.4%	+31,485+25.9%	Added	–
Dimensional ETF Trust25434V625	US COR EQU 1 ETF	132,141	$8.83M	0.4%	−7,484−5.4%	Reduced	–
GOOGAlphabet Inc.	Stock	49,411	$8.77M	0.4%	+1,222+2.5%	Added	History
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	220,359	$8.74M	0.4%	+5,287+2.5%	Added	–
Dimensional ETF Trust25434V831	US HIGH PROF ETF	237,070	$8.43M	0.4%	+41,642+21.3%	Added	–
HOODRobinhood Markets, Inc.	Stock	89,986	$8.43M	0.4%	+87,471+3,478.0%	Added	History
CRWDCrowdStrike Holdings, Inc.	Stock	16,350	$8.33M	0.4%	−1,014−5.8%	Reduced	History
BXBlackstone Inc.	COM	54,392	$8.14M	0.4%	+904+1.7%	Added	History
Vanguard BD Index FDS921937793	LONG TERM BOND	113,983	$7.93M	0.4%	−849−0.7%	Reduced	–
ETF Opportunities Trust26923N397	SMI 3FOURTEEN RE	297,019	$7.61M	0.3%	+5,189+1.8%	Added	–
PFNPIMCO Income Strategy Fund II	COM	1,016,015	$7.51M	0.3%	+14,472+1.4%	Added	History
WMTWalmart Inc.	Stock	76,579	$7.49M	0.3%	+1,556+2.1%	Added	History
Dimensional ETF Trust25434V864	SHOR DUR FIX ETF	155,266	$7.45M	0.3%	+121,812+364.1%	Added	–
PIMCO ETF Tr72201R585	MULTISECTOR BD	280,615	$7.45M	0.3%	+113,402+67.8%	Added	–
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	173,672	$7.34M	0.3%	+47,891+38.1%	Added	–
NFLXNetflix Inc	Stock	5,365	$7.18M	0.3%	+255+5.0%	Added	History
RBARB Global Inc.	COM	67,640	$7.18M	0.3%	−371−0.5%	Reduced	History
VVisa Inc.	Stock	18,762	$6.66M	0.3%	+16+0.1%	Added	History
GPKGraphic Packaging Holding Co	COM	315,828	$6.65M	0.3%	+8,105+2.6%	Added	History
Vanguard Total Bond Market ETF921937835	ETF	89,190	$6.57M	0.3%	+16,443+22.6%	Added	–
CVXChevron Corp	Stock	45,199	$6.47M	0.3%	−20,201−30.9%	Reduced	History
Vanguard High Dividend Yield Index ETF921946406	ETF	47,934	$6.39M	0.3%	+161+0.3%	Added	–
AMHAmerican Homes 4 Rent	CL A	172,745	$6.23M	0.3%	−12,601−6.8%	Reduced	History
FANGDiamondback Energy, Inc.	Stock	45,269	$6.22M	0.3%	+17,790+64.7%	Added	History
AMGNAmgen Inc	Stock	22,068	$6.16M	0.3%	−8,479−27.8%	Reduced	History
Dimensional ETF Trust25434V401	US EQUI MARK ETF	91,007	$6.10M	0.3%	−2,017−2.2%	Reduced	–
American Centy ETF Tr025072703	INTL EQT ETF	78,802	$5.83M	0.3%	+6,857+9.5%	Added	–
Dimensional U.S. Small Cap ETF25434V500	ETF	89,836	$5.72M	0.3%	+9,048+11.2%	Added	–
COSTCostco Wholesale Corp	Stock	5,682	$5.62M	0.3%	−369−6.1%	Reduced	History
Northern LTS FD Tr IV66538H419	INSPIRE INTL ETF	161,430	$5.53M	0.3%	−5,602−3.4%	Reduced	–
DHIHorton D R Inc	COM	42,630	$5.50M	0.2%	+2,049+5.0%	Added	History
iShares Tr46429B655	FLTG RATE NT ETF	105,321	$5.37M	0.2%	+6,840+6.9%	Added	–
PANWPalo Alto Networks Inc	Stock	26,003	$5.32M	0.2%	+2,210+9.3%	Added	History
Vanguard World FD921910816	MEGA GRWTH IND	14,215	$5.21M	0.2%	−990−6.5%	Reduced	–
KEXKirby Corp	COM	45,461	$5.16M	0.2%	+10,757+31.0%	Added	History
Dimensional ETF Trust25434V658	GLOBAL REAL EST	190,522	$5.11M	0.2%	−5,712−2.9%	Reduced	–
Vanguard Total World Stock ETF922042742	ETF	39,735	$5.11M	0.2%	+4,027+11.3%	Added	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	118,048	$5.06M	0.2%	+14,485+14.0%	Added	–
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	118,775	$5.02M	0.2%	+76,204+179.0%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	36,923	$4.84M	0.2%	−210−0.6%	Reduced	–
LLYEli Lilly & Co	Stock	6,120	$4.77M	0.2%	+1,078+21.4%	Added	History

Options (8)

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 Q2 2025
Security	Class	Puts	Calls
Blackstone Private Credit Fund6926069LL	Stock	$1.98M	–
Oracle Corp Put Opt7389689NL	Stock	$196.8K	–
Occidental Pete Corp CLL Opt7224939RR	Stock	–	$126.0K
Flagstar Financial Inc CLL Opt7503429OI	Stock	–	$104.9K
Energy Transfer L P CLL Opt7419209TP	Stock	–	$99.7K
Coreweave Inc CLL Opt7909339WU	Stock	–	$81.5K
Coinbase Global Inc Put Opt7647409FB	Stock	$70.1K	–
Alphabet Inc Cap STK6951179OI	Stock	–	$35.2K

Sold out since Q1 2025 (177)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 177 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2025
Security	Class	Shares in Q1 2025	Value in Q1 2025	% of portfolio in Q1 2025	History
State Street SPDR S&P Regional Banking ETF78464A698	ETF	48,384	$2.75M	0.2%	–
BERYBerry Global Group, Inc.	COM	25,657	$1.79M	0.1%	History
iShares Tr464287630	RUS 2000 VAL ETF	6,585	$994.3K	0.1%	–
Direxion Shs ETF Tr25460G195	DL FTSE BULL 3X	12,915	$535.6K	<0.1%	–
DFSDiscover Financial Services	COM	2,292	$391.3K	<0.1%	History
Direxion Shs ETF Tr25490K281	DLY EMG MK BL 3X	11,348	$348.6K	<0.1%	–
SPDR Index Shs FDS78470E106	ST STR MSCI EAFE	7,093	$304.7K	<0.1%	–
JGHNuveen Global High Income Fund	SHS	12,765	$167.0K	<0.1%	History
Invesco Exch Traded FD Tr II46138G888	SHORT TERM ETF	1,500	$158.3K	<0.1%	–
Fidelity Covington Trust316092352	BLUE CHIP GRWTH	3,557	$142.2K	<0.1%	–
Invesco Exchange Traded FD T46137V472	S&P MDCP QUALITY	1,336	$122.3K	<0.1%	–
Ea Series Trust02072L680	STRIVE 500 ETF	3,098	$111.7K	<0.1%	–
iShares Tr46435G268	RUSEL 2500 ETF	1,723	$107.7K	<0.1%	–
iShares Tr46434V407	0-5YR HI YL CP	2,417	$102.8K	<0.1%	–
WisdomTree Tr97717X669	US QTLY DIV GRT	1,217	$97.2K	<0.1%	–
Franklin Templeton ETF Tr35473P108	INTL COR DIV TIL	2,016	$65.7K	<0.1%	–
ITCIIntra-Cellular Therapies, Inc.	COM	428	$56.5K	<0.1%	History
Barrick Gold Corp067901108	COM	2,473	$48.1K	<0.1%	–
WisdomTree Tr97717W422	INDIA ERNGS FD	956	$41.8K	<0.1%	–
Veren Inc92340V107	COM NEW	6,156	$40.8K	<0.1%	–
Tidal ETF Tr88634T824	II YIELDMAX COIN OP	5,075	$38.9K	<0.1%	–
SPDR Series Trust78464A284	ST NUVE HIGH ETF	1,505	$37.9K	<0.1%	–
MKZRMacKenzie Realty Capital, Inc.	COM	21,446	$32.2K	<0.1%	History
JWNNordstrom Inc	Stock	1,126	$27.5K	<0.1%	History
First Tr Exchng Traded FD VI33740F276	FT ENER INCO ETF	1,188	$24.1K	<0.1%	–
BECNQxo Building Products, Inc.	COM	151	$18.7K	<0.1%	History
iShares Tr464287770	U.S. FIN SVC ETF	232	$18.2K	<0.1%	–
ProShares Tr74347R842	PSHS ULTRUSS2000	535	$17.9K	<0.1%	–
Invesco Exch Traded FD Tr II46138E404	CEF INM COMPSI	896	$16.9K	<0.1%	–
WisdomTree Tr97717W604	US SMALLCAP DIVD	456	$14.6K	<0.1%	–
Invesco Exch Traded FD Tr II46138E628	KBW BK ETF	226	$14.2K	<0.1%	–
EQCEQC Liquidating Trust	COM SH BEN INT	7,813	$12.6K	<0.1%	History
Unified Ser Tr90470L295	ONEA ENH SMA ETF	406	$10.0K	<0.1%	–
PYCRPaycor HCM, Inc.	COM	386	$8.66K	<0.1%	History
iShares Tr46435U366	SELF DRIVNG EV	283	$8.27K	<0.1%	–
XUnited States Steel Corp	COM	190	$8.03K	<0.1%	History
PTVEPactiv Evergreen Inc.	COM	391	$7.04K	<0.1%	History
PDCOPatterson Companies, Inc.	COM	207	$6.47K	<0.1%	History
First Tr Exchange-Traded FD33739Q200	FST LOW OPPT EFT	131	$6.44K	<0.1%	–
iShares Tr46434V639	CUR HD EURZN ETF	164	$6.39K	<0.1%	–
Direxion Shs ETF Tr25459W458	DLY SCOND 3XBU	378	$6.03K	<0.1%	–
SASRSandy Spring Bancorp Inc	COM	208	$5.81K	<0.1%	History
SPDR Series Trust78464A516	ST INTL BBG ETF	259	$5.65K	<0.1%	–
OPENOpendoor Technologies Inc.	COM	5,205	$5.31K	<0.1%	History
Alps ETF Tr00162Q858	SECTR DIV DOGS	84	$4.88K	<0.1%	–
iShares Tr464287184	CHINA LG-CAP ETF	135	$4.84K	<0.1%	–
VanEck ETF Trust92189H730	MORNINGSTAR SMID	133	$4.36K	<0.1%	–
ATSGAir Transport Services Group, Inc.	COM	187	$4.20K	<0.1%	History
GOOSCanada Goose Holdings Inc.	SHS SUB VTG	526	$4.18K	<0.1%	History
Invesco Exch Traded FD Tr II46138E230	S&P INTL LOW	133	$4.03K	<0.1%	–
Amplify Blockchain Technology ETF032108607	ETF	108	$3.98K	<0.1%	–
Listed FD Tr53656F474	TRUESHARES LW VO	117	$3.98K	<0.1%	–
KRNTKornit Digital Ltd.	SHS	203	$3.87K	<0.1%	History
Despegar Com CorpG27358103	ORD SHS	202	$3.80K	<0.1%	–
PRTAProthena Corp Public Ltd Co	SHS	304	$3.76K	<0.1%	History
Tidal Trust I886364231	FUND GRAN US ETF	200	$3.63K	<0.1%	–
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	CEF	400	$3.52K	<0.1%	History
SPDR Index Shs FDS78463X202	ST STR EU 50 ETF	61	$3.33K	<0.1%	–
NFENew Fortress Energy Inc.	COM CL A	389	$3.23K	<0.1%	History
Amplify ETF Tr032108664	AMPLIFY CYBERSEC	45	$3.23K	<0.1%	–
VOXXVOXX International Corp	CL A	425	$3.19K	<0.1%	History
ACCDAccolade, Inc.	COM	426	$2.97K	<0.1%	History
IMCRImmunocore Holdings plc	ADS	96	$2.85K	<0.1%	History
IVRInvesco Mortgage Capital Inc.	COM	357	$2.82K	<0.1%	History
CHPTChargePoint Holdings, Inc.	COM CL A	4,621	$2.80K	<0.1%	History
PENGPenguin Solutions, Inc.	SHS	150	$2.61K	<0.1%	History
iShares Tr46436E403	MSCI US GARP ETF	50	$2.55K	<0.1%	–
MLMoneylion Inc.	COMM STK	29	$2.51K	<0.1%	History
SPDR Ser Tr78468R689	S&P KENSHO SMART	97	$2.50K	<0.1%	–
Yieldmax MSTR Option Income Strategy ETF88634T493	ETF	100	$2.03K	<0.1%	–
WOLFWolfspeed, Inc.	Stock	615	$1.88K	<0.1%	History
LULufax Holding Ltd	ADS REP SHS CL A	604	$1.79K	<0.1%	History
MTLSMaterialise NV	SPONSORED ADS	341	$1.68K	<0.1%	History
Invesco Exch TRD SLF Idx FD46138J775	BLOO PRI PWR ETF	20	$1.64K	<0.1%	–
NNENano Nuclear Energy Inc.	COM	59	$1.56K	<0.1%	History
ARK ETF Tr00214Q302	GENOMIC REV ETF	75	$1.56K	<0.1%	–
Dada Nexus Ltd23344D108	ADS	841	$1.56K	<0.1%	–
TBRGTruBridge, Inc.	COM	56	$1.54K	<0.1%	History
AGYSAgilysys Inc	COM	20	$1.45K	<0.1%	History
RIGLRigel Pharmaceuticals Inc	COM NEW	79	$1.42K	<0.1%	History
SILASila Realty Trust, Inc.	COMMON STOCK	51	$1.36K	<0.1%	History
LAZRQLuminar Technologies, Inc.	COM NEW CL A	244	$1.31K	<0.1%	History
FLICFirst of Long Island Corp	COM	106	$1.31K	<0.1%	History
SAILSailPoint, Inc.	COM	69	$1.29K	<0.1%	History
PLYAPlaya Hotels & Resorts N.V.	SHS	96	$1.28K	<0.1%	History
HEESH&E Equipment Services, Inc.	COM	13	$1.23K	<0.1%	History
PDSPrecision Drilling Corp	COM NEW	26	$1.21K	<0.1%	History
PLPlanet Labs PBC	COM CL A	338	$1.14K	<0.1%	History
ALLOAllogene Therapeutics, Inc.	COM	774	$1.13K	<0.1%	History
CHMICherry Hill Mortgage Investment Corp	COM	333	$1.10K	<0.1%	History
IRENIREN Ltd	ORDINARY SHARES	180	$1.10K	<0.1%	History
ORGOOrganogenesis Holdings Inc.	COM	252	$1.09K	<0.1%	History
AMPSAltus Power, Inc.	COM CL A	209	$1.03K	<0.1%	History
VIVOVivoPower PLC	SHS NEW	255	$1.02K	<0.1%	History
ADEAAdeia Inc.	COM	75	$992	<0.1%	History
UFIUnifi Inc	COM NEW	200	$962	<0.1%	History
iShares Tr464288752	US HOME CONS ETF	10	$954	<0.1%	–
Azul S A05501U106	SPONSR ADR PFD	571	$937	<0.1%	–
LGTYLogility Supply Chain Solutions, Inc	CL A	64	$913	<0.1%	History
PNRGPrimeenergy Resources Corp	COM	4	$912	<0.1%	History