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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2025

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

Institution overview
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
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V765INTL HIGH PROFIT161,725$4.77M0.2%+58,100+56.1%Added–
CRSPCRISPR Therapeutics AGNAMEN AKT92,943$4.52M0.2%+8,063+9.5%AddedHistory
DEDeere & CoStock8,479$4.31M0.2%+169+2.0%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF25,830$4.25M0.2%−209−0.8%Reduced–
XOMExxonMobil Holdings CorpCOM39,206$4.23M0.2%+3,023+8.4%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD84,373$4.14M0.2%+37,522+80.1%Added–
ETF Opportunities Trust26923N405APPLIED FINA VAL103,674$4.06M0.2%−7,494−6.7%Reduced–
American Centy ETF Tr025072802INTL SMCP VLU50,298$3.99M0.2%+4,297+9.3%Added–
MAMastercard IncStock7,072$3.97M0.2%+399+6.0%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F57,320$3.96M0.2%+26,684+87.1%Added–
Amplify ETF Tr032108409CWP ENHANCED DIV92,491$3.94M0.2%+6,597+7.7%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF135,374$3.92M0.2%+2,374+1.8%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF130,350$3.83M0.2%−8,873−6.4%Reduced–
iShares Tr464287622RUS 1000 ETF11,083$3.76M0.2%+10,416+1,561.6%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF68,843$3.71M0.2%+13,822+25.1%Added–
Timothy Plan887432359US LRGMD CP CORE81,818$3.67M0.2%−3,344−3.9%Reduced–
BRK.ABerkshire Hathaway IncCL A5$3.64M0.2%00.0%UnchangedHistory
LKQLKQ CorpCOM97,200$3.60M0.2%+3,556+3.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF134,251$3.56M0.2%+12,906+10.6%Added–
Pacer US Small Cap Cash Cows ETF69374H857ETF87,873$3.50M0.2%+6,968+8.6%Added–
GSGoldman Sachs Group IncStock4,895$3.46M0.2%+164+3.5%AddedHistory
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF83,634$3.46M0.2%−1,414−1.7%Reduced–
HQYHealthequity, Inc.COM32,676$3.42M0.2%+32,521+20,981.3%AddedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT86,284$3.41M0.2%+20,382+30.9%Added–
iShares Tr464288877EAFE VALUE ETF52,445$3.33M0.2%+4,502+9.4%Added–
American Centy ETF Tr025072877US SML CP VALU35,715$3.25M0.1%+11,856+49.7%Added–
ORCLOracle CorpStock14,758$3.23M0.1%−2,824−16.1%ReducedHistory
SOSouthern CoStock34,043$3.13M0.1%+2,600+8.3%AddedHistory
GLDSPDR Gold TrustETF10,187$3.11M0.1%+986+10.7%AddedHistory
MASMasco CorpCOM47,807$3.08M0.1%+101+0.2%AddedHistory
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$2.99M0.1%00.0%UnchangedHistory
Victory Portfolios II92647X830SHS FR CA FL ETF82,024$2.90M0.1%+28,416+53.0%Added–
Timothy Plan887432326HIG DV STK ETF76,688$2.90M0.1%−12,340−13.9%Reduced–
iShares S&P 500 Growth ETF464287309ETF25,661$2.83M0.1%−1,142−4.3%Reduced–
iShares Tr46434V613CORE UNIVRSL USD60,757$2.81M0.1%−17,609−22.5%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF15,224$2.78M0.1%+2,748+22.0%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF14,063$2.74M0.1%+561+4.2%Added–
Timothy Plan887432342U S SM CP CORE69,149$2.67M0.1%+6,719+10.8%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,445$2.59M0.1%+3,479+43.7%AddedHistory
SFBSServisFirst Bancshares, Inc.COM31,991$2.48M0.1%+302+1.0%AddedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN17,365$2.46M0.1%+16,748+2,714.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF9,612$2.43M0.1%−491−4.9%Reduced–
CRMSalesforce, Inc.Stock8,778$2.39M0.1%+268+3.1%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF23,962$2.38M0.1%+12,326+105.9%Added–
CLHClean Harbors IncCOM10,230$2.36M0.1%+128+1.3%AddedHistory
SGISomnigroup International Inc.COM34,708$2.36M0.1%+2,416+7.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF36,672$2.27M0.1%+1,712+4.9%Added–
GEGeneral Electric CoStock8,765$2.26M0.1%−1,167−11.7%ReducedHistory
JNJJohnson & JohnsonStock14,700$2.25M0.1%−4,946−25.2%ReducedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF44,539$2.19M0.1%−6,613−12.9%Reduced–
COPConocoPhillipsStock24,273$2.18M0.1%−43,312−64.1%ReducedHistory
CIENCiena CorpCOM NEW26,483$2.15M0.1%+4,510+20.5%AddedHistory
AMCRAmcor plcORD233,575$2.15M0.1%+227,457+3,717.8%AddedHistory
MSMorgan StanleyStock15,235$2.15M0.1%+518+3.5%AddedHistory
Cyberark Software LtdM2682V108SHS5,264$2.14M0.1%+2,715+106.5%Added–
PMPhilip Morris International Inc.Stock11,681$2.13M0.1%+2,935+33.6%AddedHistory
SNOWSnowflake Inc.Stock9,469$2.12M0.1%+3,683+63.7%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF41,167$2.12M0.1%+4,091+11.0%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO70,918$2.10M0.1%−8,213−10.4%Reduced–
SPDR Series Trust78468R523ST STR BL 12 ETF21,126$2.10M0.1%+327+1.6%Added–
PNFPPinnacle Financial Partners, Inc.COM18,730$2.07M0.1%+459+2.5%AddedHistory
BACBank of America CorpStock43,202$2.04M0.1%+7,143+19.8%AddedHistory
ABTAbbott LaboratoriesStock14,930$2.03M0.1%+2,066+16.1%AddedHistory
LINLinde PLCStock4,273$2.00M0.1%+154+3.7%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A45,034$1.99M0.1%+3,090+7.4%AddedHistory
ABBVAbbVie Inc.Stock10,582$1.96M0.1%−973−8.4%ReducedHistory
PGProcter & Gamble CoStock12,263$1.95M0.1%−6,157−33.4%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF34,730$1.95M0.1%−14,666−29.7%Reduced–
iShares Inc46434G764MSCI EMRG CHN30,850$1.95M0.1%−3,933−11.3%Reduced–
iShares Tr464288158SHRT NAT MUN ETF18,148$1.93M0.1%−363−2.0%Reduced–
CSCOCisco Systems, Inc.Stock27,739$1.92M0.1%+5,854+26.7%AddedHistory
WFCWells Fargo & CompanyStock23,336$1.87M0.1%−177−0.8%ReducedHistory
RTXRTX CorpStock12,786$1.87M0.1%+151+1.2%AddedHistory
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF52,664$1.85M0.1%+12,874+32.4%Added–
KOCoca Cola CoStock26,033$1.84M0.1%−100−0.4%ReducedHistory
Amplify ETF Tr032108722CWP INTL ENHANCE53,602$1.84M0.1%+11,597+27.6%Added–
WSOWatsco IncCOM4,147$1.83M0.1%−920−18.2%ReducedHistory
Franklin Templeton ETF Tr35473P652FTSE EUROPE54,664$1.83M0.1%+4,395+8.7%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF21,799$1.81M0.1%−122−0.6%Reduced–
UNHUnitedHealth Group IncStock5,790$1.81M0.1%+1,901+48.9%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF29,808$1.79M0.1%+10,888+57.5%Added–
MCKMcKesson CorpStock2,401$1.76M0.1%+366+18.0%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV12,439$1.69M0.1%−341−2.7%Reduced–
JBLJabil IncStock7,722$1.68M0.1%−37−0.5%ReducedHistory
NETCloudflare, Inc.CL A COM8,566$1.68M0.1%+7,933+1,253.2%AddedHistory
Dimensional ETF Trust25434V567GLOBAL CR ETF30,821$1.67M0.1%+781+2.6%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF31,891$1.67M0.1%−1,367−4.1%Reduced–
BlackRock ETF Trust09290C103ISHARES US EQUIT29,974$1.63M0.1%−3,981−11.7%Reduced–
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF61,716$1.61M0.1%+20,404+49.4%Added–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF37,736$1.60M0.1%−4,445−10.5%Reduced–
ADBEAdobe Inc.Stock4,130$1.60M0.1%+1,386+50.5%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF30,644$1.60M0.1%+2,735+9.8%Added–
iShares Tr46436E7180-3 MTH TREASURY15,774$1.59M0.1%+132+0.8%Added–
RSGRepublic Services, Inc.COM6,384$1.57M0.1%+977+18.1%AddedHistory
iShares Tr464288448INTL SEL DIV ETF45,554$1.57M0.1%+3,748+9.0%Added–
AXPAmerican Express CoStock4,858$1.55M0.1%+687+16.5%AddedHistory
Dimensional ETF Trust25434V575INTL COR FIX ETF28,773$1.54M0.1%+2,510+9.6%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF59,781$1.53M0.1%−3,722−5.9%Reduced–
GEVGE Vernova Inc.Stock2,880$1.52M0.1%+251+9.5%AddedHistory
IBITiShares Bitcoin Trust ETFETF24,839$1.52M0.1%+3,308+15.4%AddedHistory

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
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$1.98M–
Oracle Corp Put Opt7389689NLStock$196.8K–
Occidental Pete Corp CLL Opt7224939RRStock–$126.0K
Flagstar Financial Inc CLL Opt7503429OIStock–$104.9K
Energy Transfer L P CLL Opt7419209TPStock–$99.7K
Coreweave Inc CLL Opt7909339WUStock–$81.5K
Coinbase Global Inc Put Opt7647409FBStock$70.1K–
Alphabet Inc Cap STK6951179OIStock–$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
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
State Street SPDR S&P Regional Banking ETF78464A698ETF48,384$2.75M0.2%–
BERYBerry Global Group, Inc.COM25,657$1.79M0.1%History
iShares Tr464287630RUS 2000 VAL ETF6,585$994.3K0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$535.6K<0.1%–
DFSDiscover Financial ServicesCOM2,292$391.3K<0.1%History
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$348.6K<0.1%–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$304.7K<0.1%–
JGHNuveen Global High Income FundSHS12,765$167.0K<0.1%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$158.3K<0.1%–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$142.2K<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$122.3K<0.1%–
Ea Series Trust02072L680STRIVE 500 ETF3,098$111.7K<0.1%–
iShares Tr46435G268RUSEL 2500 ETF1,723$107.7K<0.1%–
iShares Tr46434V4070-5YR HI YL CP2,417$102.8K<0.1%–
WisdomTree Tr97717X669US QTLY DIV GRT1,217$97.2K<0.1%–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$65.7K<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM428$56.5K<0.1%History
Barrick Gold Corp067901108COM2,473$48.1K<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD956$41.8K<0.1%–
Veren Inc92340V107COM NEW6,156$40.8K<0.1%–
Tidal ETF Tr88634T824II YIELDMAX COIN OP5,075$38.9K<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$37.9K<0.1%–
MKZRMacKenzie Realty Capital, Inc.COM21,446$32.2K<0.1%History
JWNNordstrom IncStock1,126$27.5K<0.1%History
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$24.1K<0.1%–
BECNQxo Building Products, Inc.COM151$18.7K<0.1%History
iShares Tr464287770U.S. FIN SVC ETF232$18.2K<0.1%–
ProShares Tr74347R842PSHS ULTRUSS2000535$17.9K<0.1%–
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$16.9K<0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD456$14.6K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$14.2K<0.1%–
EQCEQC Liquidating TrustCOM SH BEN INT7,813$12.6K<0.1%History
Unified Ser Tr90470L295ONEA ENH SMA ETF406$10.0K<0.1%–
PYCRPaycor HCM, Inc.COM386$8.66K<0.1%History
iShares Tr46435U366SELF DRIVNG EV283$8.27K<0.1%–
XUnited States Steel CorpCOM190$8.03K<0.1%History
PTVEPactiv Evergreen Inc.COM391$7.04K<0.1%History
PDCOPatterson Companies, Inc.COM207$6.47K<0.1%History
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6.44K<0.1%–
iShares Tr46434V639CUR HD EURZN ETF164$6.39K<0.1%–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$6.03K<0.1%–
SASRSandy Spring Bancorp IncCOM208$5.81K<0.1%History
SPDR Series Trust78464A516ST INTL BBG ETF259$5.65K<0.1%–
OPENOpendoor Technologies Inc.COM5,205$5.31K<0.1%History
Alps ETF Tr00162Q858SECTR DIV DOGS84$4.88K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF135$4.84K<0.1%–
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4.36K<0.1%–
ATSGAir Transport Services Group, Inc.COM187$4.20K<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4.18K<0.1%History
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4.03K<0.1%–
Amplify Blockchain Technology ETF032108607ETF108$3.98K<0.1%–
Listed FD Tr53656F474TRUESHARES LW VO117$3.98K<0.1%–
KRNTKornit Digital Ltd.SHS203$3.87K<0.1%History
Despegar Com CorpG27358103ORD SHS202$3.80K<0.1%–
PRTAProthena Corp Public Ltd CoSHS304$3.76K<0.1%History
Tidal Trust I886364231FUND GRAN US ETF200$3.63K<0.1%–
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3.52K<0.1%History
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3.33K<0.1%–
NFENew Fortress Energy Inc.COM CL A389$3.23K<0.1%History
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3.23K<0.1%–
VOXXVOXX International CorpCL A425$3.19K<0.1%History
ACCDAccolade, Inc.COM426$2.97K<0.1%History
IMCRImmunocore Holdings plcADS96$2.85K<0.1%History
IVRInvesco Mortgage Capital Inc.COM357$2.82K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A4,621$2.80K<0.1%History
PENGPenguin Solutions, Inc.SHS150$2.61K<0.1%History
iShares Tr46436E403MSCI US GARP ETF50$2.55K<0.1%–
MLMoneylion Inc.COMM STK29$2.51K<0.1%History
SPDR Ser Tr78468R689S&P KENSHO SMART97$2.50K<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2.03K<0.1%–
WOLFWolfspeed, Inc.Stock615$1.88K<0.1%History
LULufax Holding LtdADS REP SHS CL A604$1.79K<0.1%History
MTLSMaterialise NVSPONSORED ADS341$1.68K<0.1%History
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1.64K<0.1%–
NNENano Nuclear Energy Inc.COM59$1.56K<0.1%History
ARK ETF Tr00214Q302GENOMIC REV ETF75$1.56K<0.1%–
Dada Nexus Ltd23344D108ADS841$1.56K<0.1%–
TBRGTruBridge, Inc.COM56$1.54K<0.1%History
AGYSAgilysys IncCOM20$1.45K<0.1%History
RIGLRigel Pharmaceuticals IncCOM NEW79$1.42K<0.1%History
SILASila Realty Trust, Inc.COMMON STOCK51$1.36K<0.1%History
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1.31K<0.1%History
FLICFirst of Long Island CorpCOM106$1.31K<0.1%History
SAILSailPoint, Inc.COM69$1.29K<0.1%History
PLYAPlaya Hotels & Resorts N.V.SHS96$1.28K<0.1%History
HEESH&E Equipment Services, Inc.COM13$1.23K<0.1%History
PDSPrecision Drilling CorpCOM NEW26$1.21K<0.1%History
PLPlanet Labs PBCCOM CL A338$1.14K<0.1%History
ALLOAllogene Therapeutics, Inc.COM774$1.13K<0.1%History
CHMICherry Hill Mortgage Investment CorpCOM333$1.10K<0.1%History
IRENIREN LtdORDINARY SHARES180$1.10K<0.1%History
ORGOOrganogenesis Holdings Inc.COM252$1.09K<0.1%History
AMPSAltus Power, Inc.COM CL A209$1.03K<0.1%History
VIVOVivoPower PLCSHS NEW255$1.02K<0.1%History
ADEAAdeia Inc.COM75$992<0.1%History
UFIUnifi IncCOM NEW200$962<0.1%History
iShares Tr464288752US HOME CONS ETF10$954<0.1%–
Azul S A05501U106SPONSR ADR PFD571$937<0.1%–
LGTYLogility Supply Chain Solutions, IncCL A64$913<0.1%History
PNRGPrimeenergy Resources CorpCOM4$912<0.1%History