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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
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,338$1.52M0.1%−305−5.4%Reduced–
SCHWSchwab Charles CorpStock16,551$1.51M0.1%+3,814+29.9%AddedHistory
SYMSymbotic Inc.Stock38,866$1.51M0.1%+38,671+19,831.3%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF17,584$1.49M0.1%−3,009−14.6%Reduced–
QCOMQualcomm IncStock9,273$1.48M0.1%−738−7.4%ReducedHistory
NOWServiceNow, Inc.Stock1,410$1.45M0.1%+278+24.6%AddedHistory
American Centy ETF Tr025072349US LARGE CAP VLU20,960$1.43M0.1%+16,284+348.2%Added–
AMDAdvanced Micro Devices IncStock9,973$1.42M0.1%+343+3.6%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,473$1.41M0.1%−2,269−17.8%Reduced–
Vanguard S&P 500 Growth ETF921932505ETF3,550$1.41M0.1%+2,887+435.4%Added–
CBChubb LtdStock4,841$1.40M0.1%+2,232+85.6%AddedHistory
MPCMarathon Petroleum CorpStock8,378$1.39M0.1%+401+5.0%AddedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V41,261$1.36M0.1%+39,191+1,893.3%Added–
ARMArm Holdings PLCADR8,364$1.35M0.1%+8,034+2,434.5%AddedHistory
CATCaterpillar IncStock3,470$1.35M0.1%−1,174−25.3%ReducedHistory
CEGConstellation Energy CorpStock4,146$1.34M0.1%+118+2.9%AddedHistory
TTTrane Technologies plcSHS3,048$1.33M0.1%+853+38.9%AddedHistory
MRKMerck & Co., Inc.Stock16,796$1.33M0.1%+2,720+19.3%AddedHistory
MCDMcDonalds CorpStock4,537$1.33M0.1%−1,464−24.4%ReducedHistory
UNPUnion Pacific CorpStock5,667$1.30M0.1%+662+13.2%AddedHistory
AB Active ETFs Inc00039J830SHOR DU YIEL ETF36,187$1.30M0.1%−8,874−19.7%Reduced–
TJXTJX Companies IncStock10,516$1.30M0.1%+1,762+20.1%AddedHistory
iShares S&P 500 Value ETF464287408ETF6,626$1.29M0.1%−62−0.9%Reduced–
ProShares Tr74349Y704ULTRA BITCOIN ET25,007$1.29M0.1%+5,692+29.5%Added–
WisdomTree Tr97717X578EM EX ST-OWNED37,311$1.29M0.1%−3,723−9.1%Reduced–
MRSHMarsh & McLennan Companies, Inc.Stock5,883$1.29M0.1%+148+2.6%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF15,378$1.28M0.1%−639−4.0%Reduced–
OXYOccidental Petroleum CorpStock30,357$1.28M0.1%−263−0.9%ReducedHistory
IBMInternational Business Machines CorpStock4,304$1.27M0.1%−338−7.3%ReducedHistory
UGLProShares Trust IIULTRA GOLD36,000$1.25M0.1%−12,748−26.2%ReducedConverted for a 4-for-1 splitHistory
Vanguard Index FDS922908652EXTEND MKT ETF6,436$1.24M0.1%−470−6.8%Reduced–
Ea Series Trust02072L375TBG DIVID FO ETF38,076$1.23M0.1%+15,081+65.6%Added–
BKNGBooking Holdings Inc.Stock210$1.22M0.1%+48+29.6%AddedHistory
LMTLockheed Martin CorpStock2,613$1.21M0.1%+84+3.3%AddedHistory
COFCapital One Financial CorpStock5,644$1.20M0.1%+2,905+106.1%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,473$1.20M0.1%+311+1.9%Added–
iShares S&P 100 ETF464287101ETF3,924$1.19M0.1%+139+3.7%Added–
iShares Russell 1000 Growth ETF464287614ETF2,789$1.18M0.1%−11,204−80.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,210$1.18M0.1%−54−1.3%Reduced–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF36,865$1.17M0.1%+2,450+7.1%Added–
BCBrunswick CorpCOM21,183$1.17M0.1%+20,675+4,069.9%AddedHistory
PEPPepsiCo IncStock8,787$1.16M0.1%+2,484+39.4%AddedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF14,342$1.15M0.1%+3,738+35.3%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,238$1.13M0.1%+707+12.8%Added–
ETNEaton Corp plcStock3,174$1.13M0.1%+729+29.8%AddedHistory
WMBWilliams Companies, Inc.COM18,007$1.13M0.1%+6,573+57.5%AddedHistory
KLACKLA CorpCOM NEW1,257$1.13M0.1%+171+15.7%AddedHistory
Strategy Shs86280R787EVENTIDE US MRKT43,255$1.12M0.1%+1,443+3.5%Added–
ORLYO Reilly Automotive IncStock12,451$1.12M0.1%+3,856+44.9%AddedConverted for a 15-for-1 splitHistory
VLOValero Energy CorpStock8,305$1.12M0.1%+1,411+20.5%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF26,039$1.11M0.1%+26,001+68,423.7%Added–
BABoeing CoStock5,300$1.11M0.1%−761−12.6%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT30,403$1.09M<0.1%+4,063+15.4%AddedConverted for a 3-for-1 splitHistory
DUKDuke Energy CORPStock9,218$1.09M<0.1%−4,502−32.8%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock5,835$1.09M<0.1%+3,371+136.8%AddedHistory
BSXBoston Scientific CorpStock10,118$1.09M<0.1%+5,173+104.6%AddedHistory
DGXQuest Diagnostics IncCOM6,026$1.08M<0.1%+525+9.5%AddedHistory
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID30,422$1.08M<0.1%−551−1.8%Reduced–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT33,582$1.07M<0.1%−77−0.2%Reduced–
EOGEOG Resources IncStock8,950$1.07M<0.1%+2,349+35.6%AddedHistory
AJGArthur J. Gallagher & Co.COM3,333$1.07M<0.1%+475+16.6%AddedHistory
TAT&T Inc.Stock36,712$1.06M<0.1%−6,474−15.0%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,866$1.06M<0.1%−102−5.2%ReducedHistory
VZVerizon Communications IncStock24,365$1.05M<0.1%+1,669+7.4%AddedHistory
GDGeneral Dynamics CorpStock3,586$1.05M<0.1%+682+23.5%AddedHistory
TXNTexas Instruments IncStock5,026$1.04M<0.1%−436−8.0%ReducedHistory
HALHalliburton CoStock50,689$1.03M<0.1%+12,850+34.0%AddedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF31,945$1.03M<0.1%+554+1.8%Added–
UBERUber Technologies, IncStock10,965$1.02M<0.1%−644−5.5%ReducedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999936,343$1.02M<0.1%+2,965+8.9%AddedHistory
CCitigroup IncStock12,005$1.02M<0.1%+3,218+36.6%AddedHistory
AGQProShares Trust IIULTRA SILVER NEW21,450$1.02M<0.1%+21,450NewHistory
SPGIS&P Global Inc.Stock1,930$1.02M<0.1%+537+38.5%AddedHistory
INTUIntuit Inc.Stock1,285$1.01M<0.1%+434+51.0%AddedHistory
iShares Tr464288885EAFE GRWTH ETF9,005$1.01M<0.1%−825−8.4%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN55,616$1.01M<0.1%+140.0%AddedHistory
SLViShares Silver TrustETF30,656$1.01M<0.1%−2,025−6.2%ReducedHistory
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$1.00M<0.1%+26,089NewHistory
Timothy Plan887432334INTL ETF30,954$999.6K<0.1%+8,912+40.4%Added–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,816$996.7K<0.1%+299+2.1%Added–
ANETArista Networks, Inc.Stock9,739$996.4K<0.1%+5,330+120.9%AddedHistory
ICEIntercontinental Exchange, Inc.Stock5,417$993.8K<0.1%+684+14.5%AddedHistory
GDXUBank of MontrealMICROSCTR 3X LEV13,625$990.5K<0.1%+895+7.0%AddedHistory
ARK Innovation ETF00214Q104ETF13,995$983.7K<0.1%−149−1.1%Reduced–
DISWalt Disney CoStock7,892$978.7K<0.1%−1,322−14.3%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF10,582$975.4K<0.1%−5,822−35.5%Reduced–
iShares Tr464287721U.S. TECH ETF5,588$968.3K<0.1%−812−12.7%Reduced–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF20,273$963.8K<0.1%+828+4.3%Added–
iShares Tr464287291GLOBAL TECH ETF10,399$960.3K<0.1%+40.0%Added–
ELVElevance Health, Inc.Stock2,461$957.3K<0.1%+764+45.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,750$951.1K<0.1%+406+30.2%AddedHistory
PKGPackaging Corp of AmericaStock5,008$943.7K<0.1%+1,176+30.7%AddedHistory
Volatility Shs Tr92864M3012X BITCOIN STRAT17,415$940.8K<0.1%+4,521+35.1%Added–
RBLXRoblox CorpStock8,897$936.0K<0.1%+6,333+247.0%AddedHistory
NOCNorthrop Grumman CorpStock1,856$927.8K<0.1%+792+74.4%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$915.5K<0.1%00.0%UnchangedHistory
Etfis Ser Tr I26923G707VIRTUS NEWFLEET40,004$913.3K<0.1%+11,983+42.8%Added–
iShares Tr46435G425ESG AWR MSCI USA6,748$913.1K<0.1%−12−0.2%Reduced–
BLKBlackRock, Inc.Stock868$911.1K<0.1%+155+21.7%AddedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA18,176$906.3K<0.1%+168+0.9%Added–

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