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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,319
+78 vs. Q2 2025
Portfolio value
$2.53B
+$313.9M (+14.2%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF179,714$86.2M3.4%+5,488+3.1%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,072,409$64.3M2.5%−32,284−2.9%Reduced–
Vanguard Morningstar Value ETF922908744ETF329,165$61.4M2.4%+3,440+1.1%Added–
IAUiShares Gold TrustETF729,330$53.1M2.1%−2,793−0.4%ReducedHistory
AAPLApple Inc.Stock181,625$46.2M1.8%+3,752+2.1%AddedHistory
NVDANVIDIA CorpStock237,372$44.3M1.8%+4,594+2.0%AddedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS395,574$39.5M1.6%+12,509+3.3%AddedHistory
Praxis FDS74006E736IMPACT LARGE CAP1,034,703$37.0M1.5%+181,500+21.3%Added–
Praxis FDS74006E744IMPACT LARGE CAP1,236,155$36.7M1.5%+195,134+18.7%Added–
MSFTMicrosoft CorpStock66,661$34.5M1.4%+1,840+2.8%AddedHistory
TSLATesla, Inc.Stock77,516$34.5M1.4%−817−1.0%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF363,192$33.3M1.3%+66,520+22.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF94,785$31.1M1.2%+7,990+9.2%Added–
AVGOBroadcom Inc.Stock93,221$30.8M1.2%−1,124−1.2%ReducedHistory
PLTRPalantir Technologies Inc.Stock167,391$30.5M1.2%−12,883−7.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF48,384$29.6M1.2%−208−0.4%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF733,602$28.3M1.1%+37,452+5.4%Added–
Pacer US Cash Cows 100 ETF69374H881ETF489,331$28.1M1.1%+85,495+21.2%Added–
Vanguard Short-Term Bond ETF921937827ETF354,912$28.0M1.1%+22,805+6.9%Added–
APOApollo Global Management, Inc.COM200,767$26.8M1.1%+200,029+27,104.2%AddedHistory
AMZNAmazon Com IncStock119,367$26.2M1.0%+2,682+2.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF118,664$25.6M1.0%+10,693+9.9%Added–
GOOGLAlphabet Inc.Stock104,019$25.3M1.0%+3,185+3.2%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF424,354$23.0M0.9%−7,575−1.8%Reduced–
Elevation Series Trust210322202SOVE CAP FLOU FD742,860$22.5M0.9%−109,032−12.8%Reduced–
iShares Core S&P 500 ETF464287200ETF32,859$22.0M0.9%+4,573+16.2%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD234,925$18.8M0.7%−6,167−2.6%Reduced–
Vanguard Total International Bond ETF92203J407ETF376,164$18.6M0.7%+2,359+0.6%Added–
iShares Core Dividend Growth ETF46434V621ETF254,232$17.3M0.7%+15,289+6.4%Added–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE155,279$17.2M0.7%+1,221+0.8%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT430,337$17.0M0.7%+47,448+12.4%Added–
PGRProgressive CorpStock68,082$16.8M0.7%+1,321+2.0%AddedHistory
METAMeta Platforms, Inc.Stock21,603$15.9M0.6%+1,137+5.6%AddedHistory
Vanguard Instl Index FD9220408450 3 MO TR BI ETF207,235$15.7M0.6%+69,125+50.1%Added–
ASMLASML Holding NVADR16,060$15.5M0.6%+4,386+37.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF25,593$15.4M0.6%−771−2.9%Reduced–
CRHCRH Public Ltd CoORD127,432$15.3M0.6%+754+0.6%AddedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT511,251$15.1M0.6%+34,466+7.2%Added–
Pgim ETF Tr69344A834AAA CLO ETF289,474$14.9M0.6%−5,347−1.8%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF56,791$14.4M0.6%−952−1.6%Reduced–
Dimensional ETF Trust25434V799INTL CORE EQUITY435,390$14.3M0.6%+45,727+11.7%Added–
iShares MSCI Eafe ETF464287465ETF150,663$14.1M0.6%+9,856+7.0%Added–
Ea Series Trust02072L532BRID OMN SMA ETF617,070$14.0M0.6%+7,792+1.3%Added–
SPYSPDR S&P 500 ETF TrustETF20,475$13.6M0.5%−1,761−7.9%ReducedHistory
KKRKKR & Co. Inc.COM101,291$13.2M0.5%+900+0.9%AddedHistory
HOODRobinhood Markets, Inc.Stock90,656$13.0M0.5%+670+0.7%AddedHistory
AZOAutoZone IncCOM2,888$12.4M0.5%+5+0.2%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS205,215$12.3M0.5%+29,766+17.0%Added–
American Centy ETF Tr025072703INTL EQT ETF155,587$12.3M0.5%+76,785+97.4%Added–
GOOGAlphabet Inc.Stock49,683$12.1M0.5%+272+0.6%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF114,940$12.0M0.5%+2,784+2.5%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT271,962$11.9M0.5%+24,069+9.7%Added–
BRK.BBerkshire Hathaway IncStock23,497$11.8M0.5%+3,245+16.0%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF130,946$11.7M0.5%−2,354−1.8%Reduced–
Dimensional ETF Trust25434V625US COR EQU 1 ETF160,285$11.5M0.5%+28,144+21.3%Added–
MSTRStrategy IncStock35,336$11.4M0.5%+2,645+8.1%AddedHistory
AMATApplied Materials IncStock54,749$11.2M0.4%−38−0.1%ReducedHistory
ETF Opportunities Trust26923N405APPLIED FINA VAL256,620$11.0M0.4%+152,946+147.5%Added–
JPMJPMorgan Chase & CoStock34,223$10.8M0.4%+532+1.6%AddedHistory
iShares Tr464288588MBS ETF110,290$10.5M0.4%−4,859−4.2%Reduced–
HDHome Depot, Inc.Stock25,691$10.4M0.4%−46−0.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM444,303$10.1M0.4%+19,425+4.6%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF194,371$9.37M0.4%+39,105+25.2%Added–
BXBlackstone Inc.COM54,759$9.36M0.4%+367+0.7%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT227,371$9.35M0.4%+7,012+3.2%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD344,006$9.23M0.4%+63,391+22.6%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF196,547$9.23M0.4%−22,730−10.4%Reduced–
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE337,882$9.17M0.4%+40,863+13.8%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF241,529$9.12M0.4%+4,459+1.9%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF115,628$9.03M0.4%−778−0.7%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM154,044$8.80M0.3%−23,336−13.2%Reduced–
FANGDiamondback Energy, Inc.Stock60,985$8.73M0.3%+15,716+34.7%AddedHistory
WMTWalmart Inc.Stock83,176$8.57M0.3%+6,597+8.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock16,441$8.06M0.3%+91+0.6%AddedHistory
PFNPIMCO Income Strategy Fund IICOM1,059,166$8.04M0.3%+43,151+4.2%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND113,449$8.04M0.3%−534−0.5%Reduced–
Vanguard Total Bond Market ETF921937835ETF107,159$7.97M0.3%+17,969+20.1%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS130,419$7.68M0.3%−22,559−14.7%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE170,685$7.63M0.3%−2,987−1.7%Reduced–
NFLXNetflix IncStock6,170$7.40M0.3%+805+15.0%AddedHistory
DHIHorton D R IncCOM43,467$7.37M0.3%+837+2.0%AddedHistory
RBARB Global Inc.COM67,453$7.31M0.3%−187−0.3%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF47,703$6.72M0.3%−231−0.5%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF90,591$6.56M0.3%−416−0.5%Reduced–
CRSPCRISPR Therapeutics AGNAMEN AKT97,434$6.31M0.2%+4,491+4.8%AddedHistory
VVisa Inc.Stock17,992$6.14M0.2%−770−4.1%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF143,140$6.12M0.2%+24,365+20.5%Added–
Vanguard Total World Stock ETF922042742ETF43,626$6.01M0.2%+3,891+9.8%Added–
CVXChevron CorpStock38,240$5.94M0.2%−6,959−15.4%ReducedHistory
Pgim ETF Tr69344A784SHRT DUR HGH YLD116,681$5.93M0.2%+116,681New–
iShares Tr464287622RUS 1000 ETF16,148$5.90M0.2%+5,065+45.7%Added–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV44,928$5.62M0.2%+44,928New–
Dimensional ETF Trust25434V658GLOBAL REAL EST204,646$5.59M0.2%+14,124+7.4%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL119,802$5.53M0.2%+1,754+1.5%Added–
iShares Tr46429B655FLTG RATE NT ETF106,893$5.46M0.2%+1,572+1.5%Added–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF154,168$5.44M0.2%−7,262−4.5%Reduced–
Dimensional ETF Trust25434V765INTL HIGH PROFIT178,362$5.42M0.2%+16,637+10.3%Added–
AMGNAmgen IncStock19,132$5.40M0.2%−2,936−13.3%ReducedHistory
AMHAmerican Homes 4 RentCL A158,289$5.26M0.2%−14,456−8.4%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND12,936$5.21M0.2%−1,279−9.0%Reduced–

Options (3)

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 Q3 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$2.13M–
Amazon Com Inc CLL Opt7746619XRStock–$65.9K
Alphabet Inc Cap STK6951179OIStock–$48.6K

Sold out since Q2 2025 (194)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 194 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$2.99M0.1%History
iShares Tr46436E619ESG ADVAN ETF7,363$320.7K<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$297.7K<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$280.7K<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$273.8K<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$270.9K<0.1%History
HESHess CorpStock1,874$259.7K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$252.9K<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$199.0K<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$169.5K<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$147.4K<0.1%–
JNPRJuniper Networks IncCOM3,649$145.7K<0.1%History
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$142.9K<0.1%–
ANSSAnsys IncCOM380$133.5K<0.1%History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$103.4K<0.1%–
SPTNSpartanNash CoCOM3,685$97.6K<0.1%History
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$93.8K<0.1%–
SKXSkechers USA IncCL A1,360$85.8K<0.1%History
ESGREnstar Group LTDSHS225$75.7K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM5,623$64.6K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$62.6K<0.1%History
CHXChampionX CorpCOM2,317$57.6K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM6,037$54.9K<0.1%History
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$47.4K<0.1%–
AMEDAmedisys IncCOM475$46.7K<0.1%History
ProShares Tr74347R776ULTRA MATERIALS1,850$43.9K<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$42.8K<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$42.0K<0.1%–
BPMCBlueprint Medicines CorpCOM315$40.4K<0.1%History
PPBIPacific Premier Bancorp IncCOM1,903$40.1K<0.1%History
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$39.2K<0.1%–
SNNRFSunrise Communications AGADS CL A587$33.2K<0.1%History
BRKLBrookline Bancorp IncCOM3,130$33.0K<0.1%History
SMLRSemler Scientific, Inc.COM750$29.1K<0.1%History
Global X FDS37954Y673US INFR DEV ETF659$28.7K<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$27.5K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$27.3K<0.1%–
GMSGMS Inc.COM245$26.6K<0.1%History
AZEKAZEK Co Inc.CL A490$26.6K<0.1%History
SAGESage Therapeutics, Inc.COM2,782$25.4K<0.1%History
FLFoot Locker, Inc.COM995$24.4K<0.1%History
BASECouchbase, Inc.COM980$23.9K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX338$18.2K<0.1%–
VPGVishay Precision Group, Inc.COM540$15.2K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW2,113$14.6K<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$13.6K<0.1%–
RCReady Capital CorpCOM3,028$13.2K<0.1%History
BOCBoston Omaha CorpStock929$13.0K<0.1%History
TGITriumph Group IncCOM494$12.7K<0.1%History
Paramount Global92556H107CL A526$12.1K<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$11.7K<0.1%History
Goldman Sachs ETF Tr38149W788CMN301$11.4K<0.1%–
EBTCEnterprise Bancorp IncCOM286$11.3K<0.1%History
STRSitio Royalties Corp.CLASS A COM602$11.1K<0.1%History
RDFNRedfin CorpCOM983$11.0K<0.1%History
American Centy ETF Tr025072174AVANTIS ALL INT149$9.73K<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9.41K<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.40K<0.1%History
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9.08K<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8.20K<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7.87K<0.1%–
UNITUniti Group Inc.COM1,791$7.74K<0.1%History
Blueprint Chesapk MLT88636J873TFPN335$7.69K<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7.43K<0.1%–
RDUSRadius Recycling, Inc.CL A245$7.28K<0.1%History
MCIBarings Corporate InvestorsCOM328$7.10K<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM150$7.05K<0.1%History
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6.77K<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6.51K<0.1%–
NVEENV5 Global, Inc.COM282$6.51K<0.1%History
ITOSiTeos Therapeutics, Inc.COM636$6.34K<0.1%History
EPACEnerpac Tool Group CorpCL A COM154$6.25K<0.1%History
KLGWK Kellogg CoCOM389$6.20K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM1,265$5.71K<0.1%History
Paramount Global92556H206CL B441$5.70K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5.59K<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5.43K<0.1%–
VCELVericel CorpCOM112$4.77K<0.1%History
EVRIEveri Holdings Inc.COM329$4.69K<0.1%History
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.57K<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.54K<0.1%–
SHYFShyft Group, Inc.COM356$4.46K<0.1%History
CKXCKX Lands, Inc.COM400$4.28K<0.1%History
CRGXCARGO Therapeutics, Inc.COM862$3.55K<0.1%History
INMDInMode Ltd.SHS234$3.38K<0.1%History
GNTAGenenta Science S.p.A.SPONSORED ADS982$2.99K<0.1%History
PLLPiedmont Lithium Inc.Stock483$2.81K<0.1%History
ETWOE2open Parent Holdings, Inc.COM CL A865$2.79K<0.1%History
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2.72K<0.1%History
Tidal Trust II88636J204RET STCKD GL STK84$2.20K<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2.06K<0.1%–
OLOOlo Inc.CL A213$1.90K<0.1%History
BNTCBenitec Biopharma Inc.COM NEW148$1.73K<0.1%History
HLVXHilleVax, Inc.COM836$1.66K<0.1%History
SPDR Series Trust78468R804ST STR R1K LOWV9$1.57K<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1.47K<0.1%History
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.40K<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1.34K<0.1%History
EOLSEvolus, Inc.COM145$1.33K<0.1%History
FAROFaro Technologies IncCOM30$1.32K<0.1%History