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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 Wellington FD921935870SHORT TRM TAX EX8,957$904.0K<0.1%−5,667−38.8%Reduced–
iShares Russell 2000 ETF464287655ETF4,188$903.6K<0.1%+947+29.2%Added–
ADPAutomatic Data Processing IncStock2,925$902.1K<0.1%+145+5.2%AddedHistory
WMWaste Management IncStock3,934$900.2K<0.1%+185+4.9%AddedHistory
CVSCVS Health CorpStock13,030$898.8K<0.1%−3,078−19.1%ReducedHistory
MDLZMondelez International, Inc.Stock13,326$898.7K<0.1%+5,131+62.6%AddedHistory
iShares Tr46435U853BROAD USD HIGH23,686$888.5K<0.1%+3,338+16.4%Added–
ACNAccenture plcStock2,958$884.1K<0.1%−67−2.2%ReducedHistory
iShares Tr46435G193ESG AWRE USD ETF37,882$880.0K<0.1%+4,031+11.9%Added–
SGOLabrdn Gold ETF TrustETF27,301$861.1K<0.1%−457−1.6%ReducedHistory
DVNDevon Energy CorpStock27,039$860.1K<0.1%+8,552+46.3%AddedHistory
Schwab Strategic Tr808524862SHT TM US TRES35,164$857.3K<0.1%+1,315+3.9%Added–
SPOTSpotify Technology S.A.Stock1,117$857.1K<0.1%+155+16.1%AddedHistory
LOWLowes Companies IncStock3,860$856.3K<0.1%−1,034−21.1%ReducedHistory
ProShares Tr74347X864ULTRPRO S&P5009,325$852.7K<0.1%−14,479−60.8%Reduced–
VRSNVerisign IncCOM2,931$846.6K<0.1%+1,995+213.1%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF6,291$845.4K<0.1%−4,215−40.1%Reduced–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF31,620$844.0K<0.1%−18,768−37.2%Reduced–
iShares Tr464288414NATIONAL MUN ETF8,011$837.0K<0.1%−5,052−38.7%Reduced–
APHAmphenol CorpCL A8,475$836.9K<0.1%+2,046+31.8%AddedHistory
Strategy Shs86280R811EVEN HIGH DI ETF32,798$833.2K<0.1%+408+1.3%Added–
LRCXLam Research CorpStock8,450$822.5K<0.1%+2,534+42.8%AddedHistory
First Tr Exchange-Traded FD33738D879FT VEST RIS33,125$818.5K<0.1%+4,148+14.3%Added–
PSXPhillips 66Stock6,858$818.2K<0.1%+1,398+25.6%AddedHistory
DASHDoorDash, Inc.Stock3,316$817.4K<0.1%+2,032+158.3%AddedHistory
MSCIMSCI Inc.Stock1,405$810.2K<0.1%+792+129.2%AddedHistory
Pacer FDS Tr69374H709GLOBL CASH ETF21,330$809.9K<0.1%−309−1.4%Reduced–
iShares Tr464289859CORE 80 20 ETF9,689$808.1K<0.1%+30+0.3%Added–
iShares Tr464288513IBOXX HI YD ETF9,832$793.0K<0.1%−1,234−11.2%Reduced–
iShares Tr46428743220 YR TR BD ETF8,936$788.6K<0.1%+6,262+234.2%Added–
HONHoneywell International IncCOM3,372$785.3K<0.1%+52+1.6%AddedHistory
DHRDanaher CorpStock3,973$784.9K<0.1%+1,380+53.2%AddedHistory
XELXcel Energy IncStock11,475$781.4K<0.1%+1,363+13.5%AddedHistory
Dimensional ETF Trust25434V740EMERGING MKTS VA26,018$780.3K<0.1%+26,018New–
FCXFreeport-McMoran IncStock17,998$780.2K<0.1%+9,195+104.5%AddedHistory
ROPRoper Technologies IncStock1,369$776.2K<0.1%+325+31.1%AddedHistory
PHParker-Hannifin CorpStock1,111$776.0K<0.1%+220+24.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF7,062$771.8K<0.1%−2,402−25.4%Reduced–
MUMicron Technology IncStock6,239$768.9K<0.1%+421+7.2%AddedHistory
SPDR Series Trust78464A805ST STR PR SP150010,257$768.1K<0.1%−770−7.0%Reduced–
SHWSherwin Williams CoCOM2,228$765.1K<0.1%−133−5.6%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR49,474$760.4K<0.1%+10,085+25.6%AddedHistory
HLTHilton Worldwide Holdings Inc.COM2,853$759.9K<0.1%+1,537+116.8%AddedHistory
GMGeneral Motors CoCOM15,432$759.4K<0.1%+8,534+123.7%AddedHistory
VSTVistra Corp.Stock3,887$753.2K<0.1%+875+29.1%AddedHistory
ADIAnalog Devices IncStock3,146$748.8K<0.1%+718+29.6%AddedHistory
CMCSAComcast CorpStock20,912$746.4K<0.1%+1,152+5.8%AddedHistory
INCYIncyte CorpCOM10,877$740.7K<0.1%+9,035+490.5%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF8,950$739.8K<0.1%−407−4.3%Reduced–
ROLRollins IncCOM13,075$737.7K<0.1%+1,394+11.9%AddedHistory
AMPAmeriprise Financial IncCOM1,369$731.1K<0.1%+226+19.8%AddedHistory
SAPSAP SEADR2,401$730.3K<0.1%+202+9.2%AddedHistory
NEENextera Energy IncStock10,511$729.7K<0.1%−106−1.0%ReducedHistory
CMGChipotle Mexican Grill IncCOM12,956$727.4K<0.1%+1,679+14.9%AddedHistory
FTNTFortinet, Inc.Stock6,854$724.6K<0.1%+3,274+91.5%AddedHistory
JCIJohnson Controls International plcStock6,829$721.3K<0.1%+2,909+74.2%AddedHistory
WELLWelltower Inc.REIT4,660$716.4K<0.1%+990+27.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,749$709.4K<0.1%+163+10.3%AddedHistory
STZConstellation Brands, Inc.Stock4,332$704.7K<0.1%+292+7.2%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF5,986$695.3K<0.1%−240−3.9%Reduced–
NDAQNasdaq, Inc.COM7,766$694.5K<0.1%+2,593+50.1%AddedHistory
MSIMotorola Solutions, Inc.Stock1,635$687.6K<0.1%+351+27.3%AddedHistory
TFCTruist Financial CorpCOM15,966$686.4K<0.1%+5,041+46.1%AddedHistory
MNSTMonster Beverage CorpCOM10,936$685.0K<0.1%+8,627+373.6%AddedHistory
PIMCO ETF Tr72201R817INV GRD CRP BD7,016$682.7K<0.1%−3,674−34.4%Reduced–
INTCIntel CorpStock30,390$680.7K<0.1%+13,689+82.0%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF27,801$679.4K<0.1%−1,400−4.8%Reduced–
MDTMedtronic plcStock7,790$679.1K<0.1%+2,651+51.6%AddedHistory
UPSUnited Parcel Service IncStock6,705$676.8K<0.1%+2,521+60.3%AddedHistory
iShares Tr4642886613 7 YR TREAS BD5,601$667.0K<0.1%−2,036−26.7%Reduced–
PAYXPaychex IncStock4,576$665.8K<0.1%+422+10.2%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF10,604$665.3K<0.1%+5,856+123.3%Added–
RCLRoyal Caribbean Cruises LtdCOM2,101$657.8K<0.1%−73−3.4%ReducedHistory
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX21,000$656.6K<0.1%+21,000New–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR25,730$652.3K<0.1%+16,003+164.5%AddedHistory
FDXFedEx CorpStock2,870$652.2K<0.1%+448+18.5%AddedHistory
TMUST-Mobile US, Inc.Stock2,715$646.9K<0.1%+234+9.4%AddedHistory
FISVFiserv IncStock3,737$644.2K<0.1%−604−13.9%ReducedHistory
WisdomTree Tr97717W307US LARGECAP DIVD7,829$643.1K<0.1%−1,127−12.6%Reduced–
VEEVVeeva Systems IncStock2,224$640.5K<0.1%+1,482+199.7%AddedHistory
AIGAmerican International Group, Inc.Stock7,464$638.8K<0.1%+3,180+74.2%AddedHistory
AMTAmerican Tower CorpREIT2,882$637.2K<0.1%+884+44.2%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD12,748$634.3K<0.1%+398+3.2%Added–
SYKStryker CorpStock1,600$633.0K<0.1%−156−8.9%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF4,759$628.9K<0.1%−8,148−63.1%Reduced–
RYRoyal Bank of CanadaStock4,762$626.5K<0.1%+1,513+46.6%AddedHistory
COINCoinbase Global, Inc.COM CL A1,761$617.1K<0.1%+436+32.9%AddedHistory
ETREntergy CorpCOM7,420$616.8K<0.1%+1,030+16.1%AddedHistory
KMXCarMax IncCOM9,125$613.3K<0.1%+6,528+251.4%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT8,932$612.2K<0.1%−221−2.4%Reduced–
WRBBerkley W R CorpCOM8,308$610.4K<0.1%+186+2.3%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,025$610.0K<0.1%+450+5.2%Added–
DALDelta Air Lines, Inc.COM NEW12,400$609.8K<0.1%+8,548+221.9%AddedHistory
BDXBecton Dickinson & CoStock3,515$605.4K<0.1%+2,563+269.2%AddedHistory
MOAltria Group, Inc.Stock10,277$602.5K<0.1%−102−1.0%ReducedHistory
RELXRELX PLCSPONSORED ADR10,991$597.3K<0.1%+3,691+50.6%AddedHistory
MMM3M CoStock3,874$589.7K<0.1%−854−18.1%ReducedHistory
CMECME Group Inc.COM2,133$588.0K<0.1%+615+40.5%AddedHistory
IBNIcici Bank LtdADR17,383$584.8K<0.1%+4,844+38.6%AddedHistory
Vanguard Information Technology ETF92204A702ETF881$584.5K<0.1%−180−17.0%Reduced–

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