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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
Alps ETF Tr00162Q726BARRONS 400 ETF41$3.35K<0.1%−87−68.0%Reduced–
FRSTPrimis Financial Corp.COM319$3.35K<0.1%−965−75.2%ReducedHistory
SFIXStitch Fix, Inc.Stock772$3.36K<0.1%+352+83.8%AddedHistory
STRWStrawberry Fields REIT, Inc.COM273$3.36K<0.1%+273NewHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A1,174$3.37K<0.1%+321+37.6%AddedHistory
ACELAccel Entertainment, Inc.COM CL A1305$3.38K<0.1%−55−15.3%ReducedHistory
SLDPSolid Power, Inc.CLASS A COM975$3.38K<0.1%−67−6.4%ReducedHistory
ATKRAtkore Inc.COM54$3.39K<0.1%−187−77.6%ReducedHistory
ZIPZiprecruiter, Inc.CL A805$3.40K<0.1%−1,437−64.1%ReducedHistory
RXSTRxSight, Inc.COM378$3.40K<0.1%+321+563.2%AddedHistory
CTOSCustom Truck One Source, Inc.COM CL A530$3.40K<0.1%00.0%UnchangedHistory
RAPPRapport Therapeutics, Inc.COM115$3.42K<0.1%+30+35.3%AddedHistory
RRGBRed Robin Gourmet Burgers IncCOM500$3.43K<0.1%00.0%UnchangedHistory
PKSTPeakstone Realty TrustCommon Stock262$3.44K<0.1%−36−12.1%ReducedHistory
SRIStoneridge IncCOM454$3.46K<0.1%−599−56.9%ReducedHistory
CPSCooper-Standard Holdings Inc.COM94$3.47K<0.1%00.0%UnchangedHistory
CTSCTS CorpCOM87$3.48K<0.1%+55+171.9%AddedHistory
PARPar Technology CorpCOM88$3.48K<0.1%−26−22.8%ReducedHistory
RDNTRadNet, Inc.COM46$3.51K<0.1%+24+109.1%AddedHistory
TARSTarsus Pharmaceuticals, Inc.COM59$3.51K<0.1%−10−14.5%ReducedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS43$3.51K<0.1%−55−56.1%ReducedHistory
LILALiberty Latin America Ltd.COM CL A424$3.52K<0.1%−838−66.4%ReducedHistory
ALECAlector, Inc.COM1,188$3.52K<0.1%+939+377.1%AddedHistory
ENLTEnlight Renewable Energy Ltd.SHS113$3.52K<0.1%−532−82.5%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM295$3.54K<0.1%+3+1.0%AddedHistory
KCKingsoft Cloud Holdings LtdADS238$3.55K<0.1%+14+6.3%AddedHistory
OSUROrasure Technologies IncCOM1,108$3.56K<0.1%+1,005+975.7%AddedHistory
AUDCAudiocodes LtdORD375$3.57K<0.1%00.0%UnchangedHistory
ESQEsquire Financial Holdings, Inc.COM35$3.57K<0.1%−72−67.3%ReducedHistory
DENNDENNY'S CorpCOM684$3.58K<0.1%−163−19.2%ReducedHistory
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS267$3.59K<0.1%+6+2.3%AddedHistory
MCRIMonarch Casino & Resort IncCOM34$3.60K<0.1%00.0%UnchangedHistory
Nushares ETF Tr67092P854ESG HI TLD CRP166$3.61K<0.1%00.0%Unchanged–
CURBCurbline Properties Corp.COM163$3.63K<0.1%−4−2.4%ReducedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.65K<0.1%00.0%Unchanged–
Matthews Asia FDS577125818EMER MKTS EQUITY101$3.66K<0.1%00.0%Unchanged–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD141$3.66K<0.1%−70−33.2%Reduced–
NKTXNkarta, Inc.COM1,771$3.67K<0.1%+3+0.2%AddedHistory
AVNWAviat Networks, Inc.COM NEW160$3.67K<0.1%−48−23.1%ReducedHistory
SBSafe Bulkers, Inc.COM828$3.68K<0.1%−1,478−64.1%ReducedHistory
DAVAEndava plcADS407$3.70K<0.1%−1,502−78.7%ReducedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW260$3.73K<0.1%+139+114.9%AddedHistory
PLYMPlymouth Industrial REIT, Inc.COM168$3.76K<0.1%+44+35.5%AddedHistory
UVEUniversal Insurance Holdings, Inc.COM143$3.76K<0.1%−238−62.5%ReducedHistory
VSTMVerastem, Inc.COM NEW426$3.76K<0.1%−24−5.3%ReducedHistory
FSUNFirstsun Capital BancorpCOM97$3.76K<0.1%+97NewHistory
ALITAlight, Inc. / DelawareCOM CL A1,155$3.77K<0.1%−4,046−77.8%ReducedHistory
MTSRMetsera, Inc.COM72$3.77K<0.1%+21+41.2%AddedHistory
RPDRapid7, Inc.COM201$3.77K<0.1%+175+673.1%AddedHistory
ADCTADC Therapeutics SASHS947$3.79K<0.1%+83+9.6%AddedHistory
KROSKeros Therapeutics, Inc.COM240$3.80K<0.1%+190+380.0%AddedHistory
JANXJanux Therapeutics, Inc.COM156$3.81K<0.1%+16+11.4%AddedHistory
BAKBraskem SASP ADR PFD A1,576$3.81K<0.1%+1,500+1,973.7%AddedHistory
EZETFranklin Ethereum TrustETHEREUM ETF121$3.81K<0.1%00.0%UnchangedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3.82K<0.1%00.0%Unchanged–
IPXIPERIONX LtdSPONSORED ADS78$3.85K<0.1%−14−15.2%ReducedHistory
HSAIHesai GroupSPONSORED ADS137$3.85K<0.1%+137NewHistory
AEBIAebi Schmidt Holding AGCOM309$3.85K<0.1%+309NewHistory
MAZEMaze Therapeutics, Inc.COM149$3.86K<0.1%+35+30.7%AddedHistory
KAIKadant IncCOM13$3.87K<0.1%+4+44.4%AddedHistory
GLDDGreat Lakes Dredge & Dock CORPCOM326$3.91K<0.1%+13+4.2%AddedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT671$3.91K<0.1%00.0%UnchangedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM2,593$3.92K<0.1%+243+10.3%AddedHistory
SHENShenandoah Telecommunications CoCOM292$3.92K<0.1%00.0%UnchangedHistory
PHLTPerformant Healthcare IncCOM507$3.92K<0.1%+2+0.4%AddedHistory
FIVNFive9, Inc.COM163$3.94K<0.1%+112+219.6%AddedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD59$3.95K<0.1%+1+1.7%Added–
NEXNNexxen International Ltd.SHS NEW427$3.95K<0.1%00.0%UnchangedHistory
SHOEShoe Station Group IncCOM190$3.95K<0.1%−332−63.6%ReducedHistory
AFCGAdvanced Flower Capital Inc.COM1,038$3.98K<0.1%+403+63.5%AddedHistory
CECOCeco Environmental CorpCOM78$3.99K<0.1%00.0%UnchangedHistory
BBARBanco BBVA Argentina S.A.SPONSORED ADS482$4.01K<0.1%−67−12.2%ReducedHistory
Global X FDS37954Y780INTERNET OF THNG103$4.02K<0.1%00.0%Unchanged–
KRUSKura Sushi USA, Inc.CL A COM68$4.04K<0.1%00.0%UnchangedHistory
HNVRHanover Bancorp, Inc.COM NEW180$4.04K<0.1%+4+2.3%AddedHistory
IASIntegral Ad Science Holding Corp.COM398$4.05K<0.1%−628−61.2%ReducedHistory
CBNKCapital Bancorp IncCOM127$4.05K<0.1%−4−3.1%ReducedHistory
SFSTSouthern First Bancshares IncCOM92$4.06K<0.1%+6+7.0%AddedHistory
IOTSamsara Inc.Stock109$4.06K<0.1%−15−12.1%ReducedHistory
PUMPProPetro Holding Corp.COM775$4.06K<0.1%−2,017−72.2%ReducedHistory
NGNovagold Resources IncCOM NEW464$4.08K<0.1%−1,594−77.5%ReducedHistory
INODInnodata IncCOM NEW53$4.08K<0.1%−46−46.5%ReducedHistory
VIKViking Holdings LtdORD SHS66$4.10K<0.1%−23−25.8%ReducedHistory
TRMDTORM plcSHS CL A199$4.10K<0.1%+117+142.7%AddedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW568$4.11K<0.1%+215+60.9%AddedHistory
SEMSelect Medical Holdings CorpCOM321$4.12K<0.1%−219−40.6%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF154$4.15K<0.1%−235−60.4%Reduced–
MLCOMelco Resorts & Entertainment LTDADR453$4.15K<0.1%+4+0.9%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$4.20K<0.1%00.0%Unchanged–
Global X FDS37954Y657US PFD ETF216$4.21K<0.1%−89−29.2%Reduced–
SNAPSnap IncStock547$4.22K<0.1%−1,484−73.1%ReducedHistory
SPHRSphere Entertainment Co.CL A68$4.22K<0.1%+33+94.3%AddedHistory
Kuke Music Hldg Ltd501229108SPONSORED ADS7,291$4.23K<0.1%+974+15.4%Added–
CANGCango Inc.ADS998$4.23K<0.1%00.0%UnchangedHistory
Elevation Series Trust210322731OPAL DIVID INCOM117$4.26K<0.1%00.0%Unchanged–
TNYATenaya Therapeutics, Inc.COM2,629$4.26K<0.1%−6,031−69.6%ReducedHistory
KRROKorro Bio, Inc.COM89$4.26K<0.1%+67+304.5%AddedHistory
BFSTBusiness First Bancshares, Inc.COM181$4.27K<0.1%−1−0.5%ReducedHistory
ASIXAdvanSix Inc.COM221$4.28K<0.1%+23+11.6%AddedHistory
INNSummit Hotel Properties, Inc.COM782$4.29K<0.1%−24−3.0%ReducedHistory

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