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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
BMYBristol Myers Squibb CoStock7,431$344.0K<0.1%+292+4.1%AddedHistory
RACEFerrari N.V.COM700$343.5K<0.1%+168+31.6%AddedHistory
ILMNIllumina, Inc.COM3,596$343.1K<0.1%+3,047+555.0%AddedHistory
ABNBAirbnb, Inc.Stock2,589$342.6K<0.1%+1,115+75.6%AddedHistory
KDPKeurig Dr Pepper Inc.COM10,364$342.6K<0.1%+6,453+165.0%AddedHistory
CSXCSX CorpStock10,467$341.5K<0.1%−2,157−17.1%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM4,702$341.5K<0.1%+3,810+427.1%AddedHistory
ARWArrow Electronics, Inc.COM2,674$340.7K<0.1%+2,282+582.1%AddedHistory
UALUnited Airlines Holdings, Inc.COM4,279$340.7K<0.1%+1,495+53.7%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$340.5K<0.1%−121−1.6%Reduced–
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,644$340.1K<0.1%+22+0.1%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT10,321$339.5K<0.1%+677+7.0%Added–
JJacobs Solutions Inc.COM2,580$339.2K<0.1%−1,650−39.0%ReducedHistory
JKHYJack Henry & Associates IncStock1,882$339.1K<0.1%−378−16.7%ReducedHistory
AVIRAtea Pharmaceuticals, Inc.COM93,927$338.1K<0.1%+93,811+80,871.6%AddedHistory
HWMHowmet Aerospace Inc.Stock1,815$337.9K<0.1%+128+7.6%AddedHistory
iShares Tr464287861EUROPE ETF5,340$337.8K<0.1%−9−0.2%Reduced–
NVONovo Nordisk A SADR4,891$337.6K<0.1%+511+11.7%AddedHistory
MTDMettler Toledo International IncCOM287$337.1K<0.1%+54+23.2%AddedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD7,453$336.7K<0.1%+1,208+19.3%AddedHistory
SYFSynchrony FinancialCOM5,045$336.7K<0.1%+3,841+319.0%AddedHistory
RGLDRoyal Gold IncStock1,889$335.9K<0.1%+1,339+243.5%AddedHistory
ZMZoom Communications, Inc.Stock4,275$333.4K<0.1%+3,203+298.8%AddedHistory
MARMarriott International IncStock1,217$332.4K<0.1%+66+5.7%AddedHistory
EXELExelixis, Inc.COM7,535$332.1K<0.1%+4,146+122.3%AddedHistory
EBAYeBay IncCOM4,460$332.1K<0.1%+790+21.5%AddedHistory
WDCWestern Digital CorpCOM5,177$331.2K<0.1%+1,963+61.1%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$330.2K<0.1%00.0%UnchangedHistory
HUMHumana IncStock1,350$330.1K<0.1%+617+84.2%AddedHistory
LAMRLamar Advertising CoREIT2,719$330.0K<0.1%+2,406+768.7%AddedHistory
RHIRobert Half Inc.COM8,019$329.2K<0.1%+7,001+687.7%AddedHistory
EAElectronic Arts Inc.COM2,058$328.7K<0.1%+851+70.5%AddedHistory
NTRANatera, Inc.COM1,941$327.9K<0.1%+1,513+353.5%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,681$327.2K<0.1%+1,660+27.6%Added–
EGEverest Group, Ltd.COM959$325.9K<0.1%+729+317.0%AddedHistory
IDXXIDEXX Laboratories IncCOM606$325.0K<0.1%+147+32.0%AddedHistory
OSISOsi Systems IncCOM1,438$323.3K<0.1%+24+1.7%AddedHistory
DDOGDatadog, Inc.CL A COM2,405$323.1K<0.1%+1,417+143.4%AddedHistory
ProShares Tr74347G192ULTRAPRO SHT QQQ16,499$322.9K<0.1%+4,999+43.5%Added–
iShares Tr46436E619ESG ADVAN ETF7,363$320.7K<0.1%+1,477+25.1%Added–
JHGJanus Henderson Group Ltd.ORD SHS8,207$318.8K<0.1%+6,664+431.9%AddedHistory
CPRTCopart IncCOM6,482$318.1K<0.1%+2,420+59.6%AddedHistory
DELLDell Technologies Inc.Stock2,584$316.8K<0.1%+1,257+94.7%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$316.8K<0.1%+11,058New–
ADMArcher-Daniels-Midland CoStock5,999$316.6K<0.1%+1,628+37.2%AddedHistory
MFCManulife Financial CorpCOM9,886$316.0K<0.1%+3,375+51.8%AddedHistory
BABAAlibaba Group Holding LtdADR2,785$315.8K<0.1%+227+8.9%AddedHistory
TELTE Connectivity plcStock1,861$313.9K<0.1%+583+45.6%AddedHistory
HPEHewlett Packard Enterprise CoCOM15,276$312.4K<0.1%+4,826+46.2%AddedHistory
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,284$311.7K<0.1%+11,284New–
ITWIllinois Tool Works IncStock1,260$311.5K<0.1%−263−17.3%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A8,630$310.9K<0.1%+3,103+56.1%AddedHistory
EGPEastgroup Properties IncCOM1,854$309.9K<0.1%+328+21.5%AddedHistory
CMSCMS Energy CorpCOM4,460$309.0K<0.1%+1,813+68.5%AddedHistory
XRAYDentsply Sirona Inc.Stock19,351$307.3K<0.1%+17,586+996.4%AddedHistory
NYTNew York Times CoCL A5,486$307.1K<0.1%+3,653+199.3%AddedHistory
MKCMcCormick & Co IncStock4,051$307.1K<0.1%+450+12.5%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM7,830$306.7K<0.1%−1,553−16.6%Reduced–
ITGartner IncCOM758$306.4K<0.1%+335+79.2%AddedHistory
OKEONEOK IncCOM3,744$305.6K<0.1%+209+5.9%AddedHistory
CMAComerica IncCOM5,120$305.4K<0.1%+4,176+442.4%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR71,819$305.2K<0.1%+40,324+128.0%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS3,284$304.5K<0.1%+659+25.1%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -5,251$303.8K<0.1%+3,226+159.3%AddedHistory
WTWWillis Towers Watson PLCSHS989$303.2K<0.1%+411+71.1%AddedHistory
BPOPPopular, Inc.COM NEW2,750$303.1K<0.1%+2,421+735.9%AddedHistory
COKECoca-Cola Consolidated, Inc.COM2,711$302.7K<0.1%+811+42.7%AddedConverted for a 10-for-1 splitHistory
Vanguard Real Estate ETF922908553ETF3,384$301.4K<0.1%−208−5.8%Reduced–
GLGlobe Life Inc.COM2,412$299.8K<0.1%+1,866+341.8%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF2,150$298.2K<0.1%−13,028−85.8%Reduced–
iShares Tr46436E759ESG EAFE ETF4,000$297.7K<0.1%−127−3.1%Reduced–
WABWestinghouse Air Brake Technologies CorpStock1,423$297.7K<0.1%+537+60.6%AddedHistory
SPDR Series Trust78468R721STATE STREET SPD6,636$296.4K<0.1%00.0%Unchanged–
Vanguard Consumer Staples ETF92204A207ETF1,353$296.3K<0.1%+639+89.5%Added–
PBProsperity Bancshares IncCOM4,199$294.9K<0.1%+3,851+1,106.6%AddedHistory
VICIVici Properties Inc.COM9,029$294.3K<0.1%+2,532+39.0%AddedHistory
CFGCitizens Financial Group IncCOM6,565$293.8K<0.1%+2,274+53.0%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC3,892$293.7K<0.1%+883+29.3%Added–
EXCExelon CorpStock6,751$293.1K<0.1%+912+15.6%AddedHistory
SLBSLB LimitedStock8,651$292.4K<0.1%+3,426+65.6%AddedHistory
LENLennar CorpCL A2,627$290.6K<0.1%+331+14.4%AddedHistory
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,567$290.5K<0.1%+5,097+1,084.5%Added–
EPREpr PropertiesCOM SH BEN INT4,982$290.3K<0.1%+3,094+163.9%AddedHistory
TXTTextron IncCOM3,614$290.2K<0.1%+3,464+2,309.3%AddedHistory
TTCToro CoCOM4,095$289.4K<0.1%+3,508+597.6%AddedHistory
FASTFastenal CoStock6,876$288.8K<0.1%+212+3.2%AddedConverted for a 2-for-1 splitHistory
NTNXNutanix, Inc.Stock3,766$287.9K<0.1%+2,343+164.7%AddedHistory
HCAHCA Healthcare, Inc.COM751$287.6K<0.1%+115+18.1%AddedHistory
WITWipro LtdSPON ADR 1 SH95,101$287.2K<0.1%−3,528−3.6%ReducedHistory
ULUnilever PLCSPON ADR NEW4,694$287.2K<0.1%+2,974+172.9%AddedHistory
MEDPMedpace Holdings, Inc.COM913$286.6K<0.1%+750+460.1%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF8,051$286.5K<0.1%+8,051New–
CHEChemed CorpCOM586$285.2K<0.1%+83+16.5%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF12,262$285.0K<0.1%−2,786−18.5%Reduced–
KRKroger CoStock3,960$284.0K<0.1%+1,167+41.8%AddedHistory
DOVDOVER CorpCOM1,540$282.1K<0.1%+1,210+366.7%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,181$281.8K<0.1%−6,565−55.9%Reduced–
URIUnited Rentals, Inc.COM373$281.0K<0.1%+93+33.2%AddedHistory
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$280.7K<0.1%+1,902+173.2%Added–
MKTXMarketaxess Holdings IncCOM1,254$280.1K<0.1%+1,187+1,771.6%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