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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
GNTYGuaranty Bancshares IncCOM284$13.8K<0.1%+63+28.5%AddedHistory
RZLVRezolve AI PLCORD SHS2,781$13.8K<0.1%+2,781NewHistory
Global X FDS37954Y715RBTCS ARTFL INTE392$13.9K<0.1%+6+1.6%Added–
CRVLCorvel CorpCOM180$13.9K<0.1%+74+69.8%AddedHistory
IIINInsteel Industries IncCOM364$14.0K<0.1%−209−36.5%ReducedHistory
NAVINavient CorpCOM1,062$14.0K<0.1%+438+70.2%AddedHistory
PENGPenguin Solutions, Inc.Stock532$14.0K<0.1%+40+8.1%AddedHistory
SCHLScholastic CorpCOM512$14.0K<0.1%+160+45.5%AddedHistory
FETForum Energy Technologies, Inc.COM525$14.0K<0.1%+19+3.8%AddedHistory
ECEcopetrol S.A.SPONSORED ADS1,529$14.1K<0.1%−178−10.4%ReducedHistory
ARVNArvinas, Inc.COM1,658$14.1K<0.1%−445−21.2%ReducedHistory
HIHillenbrand, Inc.COM522$14.1K<0.1%−170−24.6%ReducedHistory
WRBYWarby Parker Inc.CL A COM513$14.1K<0.1%+10+2.0%AddedHistory
ROGRogers CorpCOM176$14.2K<0.1%+8+4.8%AddedHistory
CCBCoastal Financial CorpCOM NEW131$14.2K<0.1%−9−6.4%ReducedHistory
OLPOne Liberty Properties IncCOM641$14.2K<0.1%+129+25.2%AddedHistory
CLBKColumbia Financial, Inc.COM946$14.2K<0.1%−102−9.7%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF48$14.2K<0.1%+18+60.0%Added–
PRVAPrivia Health Group, Inc.COM571$14.2K<0.1%+277+94.2%AddedHistory
KRGKite Realty Group TrustCOM NEW638$14.2K<0.1%−727−53.3%ReducedHistory
Tidal ETF Tr886364181UNUSUAL WHALE SU391$14.2K<0.1%+75+23.7%Added–
American Centy ETF Tr025072182AVANTIS MODERAT219$14.2K<0.1%+25+12.9%Added–
ARCBArcbest CorpCOM204$14.3K<0.1%−37−15.4%ReducedHistory
UTZUtz Brands, Inc.COM CL A1,177$14.3K<0.1%−37−3.0%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.0011,509$14.3K<0.1%00.0%UnchangedHistory
VIAVViavi Solutions Inc.COM1,128$14.3K<0.1%−312−21.7%ReducedHistory
iShares Tr464287192US TRSPRTION200$14.3K<0.1%−100−33.3%Reduced–
AHRAmerican Healthcare REIT, Inc.COM SHS342$14.4K<0.1%+67+24.4%AddedHistory
HLIOHelios Technologies, Inc.COM276$14.4K<0.1%+5+1.8%AddedHistory
MEDMedifast IncCOM1,053$14.4K<0.1%−159−13.1%ReducedHistory
CZFSCitizens Financial Services IncCOM239$14.4K<0.1%−40−14.3%ReducedHistory
HZOMarinemax IncCOM569$14.4K<0.1%+217+61.6%AddedHistory
DCODucommun IncCOM150$14.4K<0.1%−195−56.5%ReducedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME355$14.5K<0.1%−61−14.7%Reduced–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX148$14.5K<0.1%00.0%Unchanged–
AMWDAmerican Woodmark CorpCOM217$14.5K<0.1%−58−21.1%ReducedHistory
SYNASYNAPTICS IncStock212$14.5K<0.1%−55−20.6%ReducedHistory
ProShares Bitcoin ETF74347G440ETF737$14.5K<0.1%+33+4.7%Added–
CAKECheesecake Factory IncCOM266$14.5K<0.1%00.0%UnchangedHistory
ALRMAlarm.com Holdings, Inc.COM274$14.5K<0.1%+162+144.6%AddedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF525$14.6K<0.1%00.0%Unchanged–
SSTKShutterstock, Inc.COM702$14.6K<0.1%+20+2.9%AddedHistory
AESIAtlas Energy Solutions Inc.COM NEW1,288$14.6K<0.1%−556−30.2%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM494$14.7K<0.1%−126−20.3%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A261$14.7K<0.1%+128+96.2%AddedHistory
JRSNuveen Real Estate Income FundCOM1,800$14.7K<0.1%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,989$14.8K<0.1%+1,771+79.8%AddedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$14.8K<0.1%00.0%UnchangedHistory
ORRFOrrstown Financial Services IncCOM435$14.8K<0.1%+7+1.6%AddedHistory
NXDRNextdoor Holdings, Inc.COM CL A7,104$14.8K<0.1%+136+2.0%AddedHistory
MATWMatthews International CorpCL A612$14.9K<0.1%+170+38.5%AddedHistory
CALCaleres IncCOM1,140$14.9K<0.1%−202−15.1%ReducedHistory
Innovator ETFs Trust45783Y533INNOVATOR INTER467$14.9K<0.1%+467New–
CPACCementos Pacasmayo SaaSPONSORED ADR2,139$14.9K<0.1%−1,070−33.3%ReducedHistory
PFLTPennantPark Floating Rate Capital Ltd.COM1,678$14.9K<0.1%+226+15.6%AddedHistory
BCALCalifornia BanCorpCOM897$15.0K<0.1%−1,232−57.9%ReducedHistory
COURCoursera, Inc.COM1,281$15.0K<0.1%−113−8.1%ReducedHistory
XRNChiron Real Estate Inc.COM NEW445$15.0K<0.1%+445NewHistory
TGTredegar CorpCOM1,871$15.0K<0.1%+174+10.3%AddedHistory
RBCAARepublic Bancorp IncCL A208$15.0K<0.1%−1−0.5%ReducedHistory
PPLIPeople IncCOM NEW442$15.1K<0.1%−420−48.7%ReducedHistory
JBIJanus International Group, Inc.COMMON STOCK1,526$15.1K<0.1%−102−6.3%ReducedHistory
GPGIGPGI, Inc.COM CL A725$15.1K<0.1%−101−12.2%ReducedHistory
BWBBridgewater Bancshares IncCOM860$15.1K<0.1%+120+16.2%AddedHistory
APPFAppfolio IncCOM CL A55$15.2K<0.1%+22+66.7%AddedHistory
AMBPArdagh Metal Packaging S.A.SHS3,801$15.2K<0.1%−1,219−24.3%ReducedHistory
WLKWestlake CorpCOM197$15.2K<0.1%−121−38.1%ReducedHistory
IBEXIBEX LtdSHS NEW375$15.2K<0.1%+36+10.6%AddedHistory
MMIMarcus & Millichap, Inc.COM518$15.2K<0.1%+88+20.5%AddedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$15.2K<0.1%00.0%UnchangedHistory
BITBBitwise Bitcoin ETFSHS BEN INT245$15.2K<0.1%+55+28.9%AddedHistory
AIRAar CorpStock170$15.2K<0.1%−149−46.7%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM1,877$15.3K<0.1%−314−14.3%ReducedHistory
TNCTennant CoCOM189$15.3K<0.1%+102+117.2%AddedHistory
SNCYSun Country Airlines Holdings, LLCCOM1,298$15.3K<0.1%−860−39.9%ReducedHistory
POWIPower Integrations IncCOM382$15.4K<0.1%+148+63.2%AddedHistory
ADAMAdamas Trust, Inc.COM2,206$15.4K<0.1%+61+2.8%AddedHistory
AIC3.ai, Inc.Stock887$15.4K<0.1%−475−34.9%ReducedHistory
BUSEFirst Busey CorpCOM NEW666$15.4K<0.1%+42+6.7%AddedHistory
DRHDiamondRock Hospitality CoCOM1,938$15.4K<0.1%+357+22.6%AddedHistory
SGHCSuper Group (SGHC) LtdORD SHS1,169$15.4K<0.1%00.0%UnchangedHistory
BCBPBCB Bancorp IncCOM1,782$15.5K<0.1%+298+20.1%AddedHistory
TRTootsie Roll Industries IncCOM369$15.5K<0.1%+42+12.8%AddedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK3,554$15.5K<0.1%+124+3.6%AddedHistory
BGSB&G Foods, Inc.COM3,504$15.5K<0.1%+1,135+47.9%AddedHistory
MQMarqeta, Inc.CLASS A COM2,940$15.5K<0.1%+2,327+379.6%AddedHistory
PGYPagaya Technologies Ltd.CL A NEW525$15.6K<0.1%+17+3.3%AddedHistory
PRAAPra Group IncCOM1,010$15.6K<0.1%+79+8.5%AddedHistory
AINAlbany International CorpCL A293$15.6K<0.1%−247−45.7%ReducedHistory
J P Morgan Exchange Traded F46641Q399BETABUILDRS US130$15.7K<0.1%+1+0.8%Added–
WSCWillScot Holdings CorpCOM CL A744$15.7K<0.1%−68−8.4%ReducedHistory
CSVCarriage Services IncCOM353$15.7K<0.1%+219+163.4%AddedHistory
PWPPerella Weinberg PartnersCLASS A COM738$15.7K<0.1%−42−5.4%ReducedHistory
JHXJames Hardie Industries plcStock821$15.8K<0.1%−103−11.1%ReducedHistory
DACDanaos CorpSHS176$15.8K<0.1%−8−4.3%ReducedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583$15.8K<0.1%+277+21.2%AddedHistory
EBCEastern Bankshares, Inc.COM875$15.9K<0.1%−49−5.3%ReducedHistory
CHCTCommunity Healthcare Trust IncCOM1,039$15.9K<0.1%−210−16.8%ReducedHistory
AGFirst Majestic Silver CorpCOM1,299$16.0K<0.1%+50+4.0%AddedHistory
RESRPC IncCOM3,354$16.0K<0.1%−3,179−48.7%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