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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
LULufax Holding LtdSPONSORED ADR369$1.50K<0.1%−183−33.2%ReducedHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$1.50K<0.1%00.0%UnchangedHistory
THTarget Hospitality Corp.COM177$1.50K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.50K<0.1%00.0%Unchanged–
ARAYAccuray IncCOM902$1.51K<0.1%−237−20.8%ReducedHistory
PKBKParke Bancorp, Inc.COM70$1.51K<0.1%+50+250.0%AddedHistory
Global X FDS37954Y384CYBRSCURTY ETF43$1.51K<0.1%+7+19.4%Added–
ULCCFrontier Group Holdings, Inc.COM344$1.52K<0.1%+220+177.4%AddedHistory
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1.53K<0.1%00.0%Unchanged–
REIRing Energy, Inc.COM1,408$1.53K<0.1%−20,859−93.7%ReducedHistory
GPMTGranite Point Mortgage Trust Inc.COM STK512$1.54K<0.1%−127−19.9%ReducedHistory
ATLOAmes National CorpCOM76$1.54K<0.1%+32+72.7%AddedHistory
GAMEGameSquare Holdings, Inc.COM2,265$1.54K<0.1%+2,265NewHistory
KMTSKestra Medical Technologies, Ltd.SHS65$1.54K<0.1%+65NewHistory
FSBCFive Star BancorpCOM48$1.55K<0.1%+26+118.2%AddedHistory
FWRGFirst Watch Restaurant Group, Inc.COM99$1.55K<0.1%00.0%UnchangedHistory
DXFEason Technology LtdCOM421$1.55K<0.1%−485−53.5%ReducedHistory
ADArray Digital Infrastructure, Inc.COM31$1.55K<0.1%+6+24.0%AddedHistory
EDITEditas Medicine, Inc.COM447$1.55K<0.1%00.0%UnchangedHistory
AB Active ETFs Inc00039J608HIGH YIELD ETF41$1.55K<0.1%−31−43.1%Reduced–
AGROAdecoagro S.A.COM198$1.55K<0.1%−63−24.1%ReducedHistory
AMRZAmrize LtdSHS32$1.55K<0.1%+32NewHistory
BLDPBallard Power Systems Inc.COM571$1.55K<0.1%+249+77.3%AddedHistory
AQSTAquestive Therapeutics, Inc.COM278$1.55K<0.1%00.0%UnchangedHistory
MVBFMVB Financial CorpCOM62$1.55K<0.1%+17+37.8%AddedHistory
MOVMovado Group IncCOM82$1.56K<0.1%−492−85.7%ReducedHistory
NREFNexPoint Real Estate Finance, Inc.COM110$1.56K<0.1%−3−2.7%ReducedHistory
KWYKINGSWAY CorpCOM NEW107$1.56K<0.1%00.0%UnchangedHistory
GBTGGlobal Business Travel Group, Inc.COM CL A194$1.57K<0.1%−7−3.5%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.57K<0.1%00.0%UnchangedHistory
MCBMetropolitan Bank Holding Corp.COM21$1.57K<0.1%+2+10.5%AddedHistory
DMLPDorchester Minerals, L.P.COM UNIT61$1.58K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.59K<0.1%00.0%Unchanged–
UNITUniti Group Inc.COM SHS260$1.59K<0.1%+260NewHistory
DFINDonnelley Financial Solutions, Inc.COM31$1.59K<0.1%−6−16.2%ReducedHistory
OPENOpendoor Technologies Inc.COM200$1.59K<0.1%+200NewHistory
RGENRepligen CorpCOM12$1.60K<0.1%−6−33.3%ReducedHistory
PRCTPROCEPT BioRobotics CorpCOM45$1.61K<0.1%−64−58.7%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM40$1.61K<0.1%+14+53.8%AddedHistory
AAOIApplied Optoelectronics, Inc.COM62$1.61K<0.1%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM1,019$1.61K<0.1%+205+25.2%AddedHistory
SHCOSoho House & Co Inc.COM CL A182$1.61K<0.1%−3−1.6%ReducedHistory
CLBCore Laboratories Inc.COM131$1.62K<0.1%−800−85.9%ReducedHistory
IEIvanhoe Electric Inc.COM129$1.62K<0.1%00.0%UnchangedHistory
iShares Inc464286806MSCI GERMANY ETF39$1.62K<0.1%00.0%Unchanged–
GRCGorman Rupp CoCOM35$1.62K<0.1%+4+12.9%AddedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock231$1.63K<0.1%−65−22.0%ReducedHistory
LAWCS Disco, Inc.COM254$1.64K<0.1%+231+1,004.3%AddedHistory
AMALAmalgamated Financial Corp.COM61$1.66K<0.1%−8−11.6%ReducedHistory
NATHNathans Famous, Inc.COM15$1.66K<0.1%−11−42.3%ReducedHistory
CRMTAmericas Carmart IncCOM57$1.67K<0.1%−214−79.0%ReducedHistory
CLVTClarivate PLCORD SHS435$1.67K<0.1%+310+248.0%AddedHistory
Global X FDS37954Y814FINTECH ETF50$1.68K<0.1%00.0%Unchanged–
BVSBioventus Inc.COM CL A253$1.69K<0.1%+24+10.5%AddedHistory
ARCTArcturus Therapeutics Holdings Inc.COM93$1.71K<0.1%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM84$1.72K<0.1%+21+33.3%AddedHistory
ICGIntchains Group LtdADS REPSTG CL A1,014$1.72K<0.1%+1,014NewHistory
MGMistras Group, Inc.COM176$1.73K<0.1%−10−5.4%ReducedHistory
SKYTSkyWater Technology, LLCCOM93$1.74K<0.1%00.0%UnchangedHistory
GCOGenesco IncCOM60$1.74K<0.1%+1+1.7%AddedHistory
ACDCProFrac Holding Corp.CLASS A COM472$1.75K<0.1%−3,052−86.6%ReducedHistory
LELands' End, Inc.COM124$1.75K<0.1%00.0%UnchangedHistory
CARSCars.com Inc.COM144$1.76K<0.1%−131−47.6%ReducedHistory
DSGNDesign Therapeutics, Inc.COM235$1.77K<0.1%00.0%UnchangedHistory
TITNTitan Machinery Inc.COM106$1.77K<0.1%−27−20.3%ReducedHistory
REPXRiley Exploration Permian, Inc.COM66$1.79K<0.1%−8−10.8%ReducedHistory
BSVNBank7 Corp.COM39$1.80K<0.1%00.0%UnchangedHistory
ONTFON24 Inc.COM316$1.81K<0.1%−2,082−86.8%ReducedHistory
TGSGas Transporter of the South IncSPONSORED ADS B86$1.81K<0.1%−6−6.5%ReducedHistory
BLZEBackblaze, Inc.COM CL A195$1.81K<0.1%+117+150.0%AddedHistory
GTXGarrett Motion Inc.Stock133$1.81K<0.1%+17+14.7%AddedHistory
ACUAcme United CorpCOM44$1.81K<0.1%+5+12.8%AddedHistory
MBUUMalibu Boats, Inc.COM CL A56$1.82K<0.1%−324−85.3%ReducedHistory
FORTYFormula Systems (1985) LtdSPONSORED ADS13$1.82K<0.1%+13NewHistory
Global X FDS37954Y632ARTIFICIAL ETF37$1.83K<0.1%+5+15.6%Added–
SRADSportradar Group AGCLASS A ORD SHS68$1.83K<0.1%+14+25.9%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM4$1.83K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF23$1.83K<0.1%−170−88.1%Reduced–
RPTRithm Property Trust Inc.COM729$1.84K<0.1%+165+29.3%AddedHistory
Xylo Technologies Ltd58471G508SPONSORED ADS363$1.84K<0.1%00.0%Unchanged–
CVGICommercial Vehicle Group, Inc.COM1,084$1.84K<0.1%−108−9.1%ReducedHistory
Hingham Instn SVGS Mass433323102COM7$1.85K<0.1%+7New–
MPAAMotorcar Parts of America IncCOM112$1.85K<0.1%+112NewHistory
CRNCCerence Inc.COM149$1.86K<0.1%+17+12.9%AddedHistory
NPBNorthpointe Bancshares IncCOM SHS109$1.86K<0.1%+109NewHistory
ARKOARKO Corp.COM409$1.87K<0.1%−1,814−81.6%ReducedHistory
FULCFulcrum Therapeutics, Inc.COM204$1.88K<0.1%−14−6.4%ReducedHistory
ADEAAdeia Inc.COM112$1.88K<0.1%+112NewHistory
ESTAEstablishment Labs Holdings Inc.COM46$1.89K<0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A784$1.89K<0.1%+277+54.6%AddedHistory
EVCEntravision Communications CorpCL A812$1.89K<0.1%+26+3.3%AddedHistory
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1.90K<0.1%00.0%Unchanged–
Global X FDS37960A735GBL X BLOCKCHAIN22$1.90K<0.1%00.0%Unchanged–
OXMOxford Industries IncCOM47$1.91K<0.1%−22−31.9%ReducedHistory
PINEAlpine Income Property Trust, Inc.COM135$1.91K<0.1%+127+1,587.5%AddedHistory
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1.92K<0.1%00.0%UnchangedHistory
FWRDForward Air CorpCOM75$1.92K<0.1%+55+275.0%AddedHistory
BLCOBausch & Lomb CorpCOMMON SHARES128$1.93K<0.1%−13−9.2%ReducedHistory
SIGASiga Technologies IncCOM211$1.93K<0.1%+34+19.2%AddedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN64$1.93K<0.1%−325−83.5%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