EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q3 2025

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

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
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
PANWPalo Alto Networks Inc	Stock	25,248	$5.14M	0.2%	−755−2.9%	Reduced	History
Vanguard World FD921910840	MEGA CAP VAL ETF	36,664	$5.05M	0.2%	−259−0.7%	Reduced	–
COSTCostco Wholesale Corp	Stock	5,311	$4.92M	0.2%	−371−6.5%	Reduced	History
LLYEli Lilly & Co	Stock	6,396	$4.88M	0.2%	+276+4.5%	Added	History
HQYHealthequity, Inc.	COM	49,264	$4.67M	0.2%	+16,588+50.8%	Added	History
American Centy ETF Tr025072802	INTL SMCP VLU	51,432	$4.58M	0.2%	+1,134+2.3%	Added	–
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	91,076	$4.56M	0.2%	+6,703+7.9%	Added	–
Dimensional Emerging Core Equity Market ETF25434V302	ETF	142,009	$4.48M	0.2%	+6,635+4.9%	Added	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	25,257	$4.41M	0.2%	−573−2.2%	Reduced	–
Amplify ETF Tr032108409	CWP ENHANCED DIV	98,150	$4.37M	0.2%	+5,659+6.1%	Added	–
ORCLOracle Corp	Stock	15,535	$4.37M	0.2%	+777+5.3%	Added	History
XOMExxonMobil Holdings Corp	COM	38,714	$4.36M	0.2%	−492−1.3%	Reduced	History
Schwab US Dividend Equity ETF808524797	ETF	156,667	$4.28M	0.2%	+22,416+16.7%	Added	–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	136,213	$4.27M	0.2%	+5,863+4.5%	Added	–
Capital Group Dividend Value14020W106	SHS CREAT UNIT	100,697	$4.23M	0.2%	+14,413+16.7%	Added	–
KEXKirby Corp	COM	50,650	$4.23M	0.2%	+5,189+11.4%	Added	History
iShares Core MSCI Eafe ETF46432F842	ETF	47,734	$4.17M	0.2%	+32,356+210.4%	Added	–
Vanguard Star FDS921909768	VG TL INTL STK F	55,399	$4.07M	0.2%	−1,921−3.4%	Reduced	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	68,799	$4.00M	0.2%	−44−0.1%	Reduced	–
GSGoldman Sachs Group Inc	Stock	4,905	$3.91M	0.2%	+10+0.2%	Added	History
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	86,727	$3.85M	0.2%	+3,093+3.7%	Added	–
Dimensional U.S. Small Cap ETF25434V500	ETF	56,066	$3.84M	0.2%	−33,770−37.6%	Reduced	–
DEDeere & Co	Stock	8,387	$3.83M	0.2%	−92−1.1%	Reduced	History
Pacer US Small Cap Cash Cows ETF69374H857	ETF	87,149	$3.82M	0.2%	−724−0.8%	Reduced	–
BRK.ABerkshire Hathaway Inc	CL A	5	$3.77M	0.1%	00.0%	Unchanged	History
CIENCiena Corp	COM NEW	25,751	$3.75M	0.1%	−732−2.8%	Reduced	History
MAMastercard Inc	Stock	6,515	$3.71M	0.1%	−557−7.9%	Reduced	History
Victory Portfolios II92647X830	SHS FR CA FL ETF	98,432	$3.69M	0.1%	+16,408+20.0%	Added	–
iShares Tr464288877	EAFE VALUE ETF	53,779	$3.65M	0.1%	+1,334+2.5%	Added	–
GLDSPDR Gold Trust	ETF	9,877	$3.51M	0.1%	−310−3.0%	Reduced	History
iShares S&P 500 Growth ETF464287309	ETF	28,372	$3.43M	0.1%	+2,711+10.6%	Added	–
IBITiShares Bitcoin Trust ETF	ETF	52,434	$3.41M	0.1%	+27,595+111.1%	Added	History
Timothy Plan887432359	US LRGMD CP CORE	73,157	$3.39M	0.1%	−8,661−10.6%	Reduced	–
SOSouthern Co	Stock	34,827	$3.30M	0.1%	+784+2.3%	Added	History
MASMasco Corp	COM	46,873	$3.30M	0.1%	−934−2.0%	Reduced	History
Timothy Plan887432342	U S SM CP CORE	78,275	$3.25M	0.1%	+9,126+13.2%	Added	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	11,439	$3.22M	0.1%	+1,827+19.0%	Added	–
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	15,366	$3.21M	0.1%	+1,303+9.3%	Added	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	11,377	$3.18M	0.1%	−68−0.6%	Reduced	History
iShares Core S&P Mid-Cap ETF464287507	ETF	48,143	$3.14M	0.1%	+11,471+31.3%	Added	–
iShares Core MSCI Emerging Markets ETF46434G103	ETF	45,734	$3.01M	0.1%	+15,926+53.4%	Added	–
SGISomnigroup International Inc.	COM	34,570	$2.91M	0.1%	−138−0.4%	Reduced	History
Invesco Exchange Traded FD T46137V100	AEROSPACE DEFN	18,514	$2.88M	0.1%	+1,149+6.6%	Added	–
Dimensional ETF Trust25434V575	INTL COR FIX ETF	52,082	$2.81M	0.1%	+23,309+81.0%	Added	–
JNJJohnson & Johnson	Stock	15,098	$2.80M	0.1%	+398+2.7%	Added	History
VanEck ETF Trust92189F106	GOLD MINERS ETF	35,422	$2.71M	0.1%	+4,778+15.6%	Added	–
GEGeneral Electric Co	Stock	8,863	$2.67M	0.1%	+98+1.1%	Added	History
SFBSServisFirst Bancshares, Inc.	COM	31,902	$2.57M	0.1%	−89−0.3%	Reduced	History
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360	ETF	70,452	$2.56M	0.1%	+17,788+33.8%	Added	–
iShares MSCI USA Quality Factor ETF46432F339	ETF	13,143	$2.56M	0.1%	−2,081−13.7%	Reduced	–
Dimensional ETF Trust25434V732	EMERGING MKTS CO	79,571	$2.55M	0.1%	+8,653+12.2%	Added	–
SNOWSnowflake Inc.	Stock	11,222	$2.53M	0.1%	+1,753+18.5%	Added	History
ProShares Tr74347X864	ULTRPRO S&P500	22,613	$2.52M	0.1%	+13,288+142.5%	Added	–
ABBVAbbVie Inc.	Stock	10,637	$2.46M	0.1%	+55+0.5%	Added	History
Schwab U.S. Large-Cap Growth ETF808524300	ETF	75,131	$2.40M	0.1%	+56,086+294.5%	Added	–
MSMorgan Stanley	Stock	15,002	$2.38M	0.1%	−233−1.5%	Reduced	History
CLHClean Harbors Inc	COM	10,227	$2.37M	0.1%	−30.0%	Reduced	History
Cyberark Software LtdM2682V108	SHS	4,854	$2.35M	0.1%	−410−7.8%	Reduced	–
Schwab U.S. Large-Cap Value ETF808524409	ETF	80,289	$2.34M	0.1%	+80,178+72,232.4%	Added	–
SYMSymbotic Inc.	Stock	42,720	$2.30M	0.1%	+3,854+9.9%	Added	History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620	ETF	43,773	$2.29M	0.1%	+2,606+6.3%	Added	–
LKQLKQ Corp	COM	72,942	$2.23M	0.1%	−24,258−25.0%	Reduced	History
CRMSalesforce, Inc.	Stock	9,387	$2.22M	0.1%	+609+6.9%	Added	History
UNHUnitedHealth Group Inc	Stock	6,430	$2.22M	0.1%	+640+11.1%	Added	History
RTXRTX Corp	Stock	13,046	$2.18M	0.1%	+260+2.0%	Added	History
BACBank of America Corp	Stock	42,160	$2.18M	0.1%	−1,042−2.4%	Reduced	History
Dimensional ETF Trust25434V567	GLOBAL CR ETF	39,111	$2.17M	0.1%	+8,290+26.9%	Added	–
LINLinde PLC	Stock	4,511	$2.14M	0.1%	+238+5.6%	Added	History
Ea Series Trust02072L375	TBG DIVID FO ETF	64,542	$2.13M	0.1%	+26,466+69.5%	Added	–
American Centy ETF Tr025072877	US SML CP VALU	20,800	$2.07M	0.1%	−14,915−41.8%	Reduced	–
Amplify ETF Tr032108722	CWP INTL ENHANCE	54,893	$2.05M	0.1%	+1,291+2.4%	Added	–
COPConocoPhillips	Stock	21,580	$2.04M	0.1%	−2,693−11.1%	Reduced	History
ABTAbbott Laboratories	Stock	15,197	$2.04M	0.1%	+267+1.8%	Added	History
Timothy Plan887432326	HIG DV STK ETF	51,201	$2.01M	0.1%	−25,487−33.2%	Reduced	–
NETCloudflare, Inc.	CL A COM	9,288	$1.99M	0.1%	+722+8.4%	Added	History
PGProcter & Gamble Co	Stock	12,787	$1.96M	0.1%	+524+4.3%	Added	History
Schwab U.S. Large-Cap ETF808524201	ETF	74,491	$1.96M	0.1%	+46,690+167.9%	Added	–
iShares Russell Midcap ETF464287499	ETF	19,969	$1.93M	0.1%	+18,208+1,034.0%	Added	–
CSCOCisco Systems, Inc.	Stock	28,054	$1.92M	0.1%	+315+1.1%	Added	History
PNFPPinnacle Financial Partners, Inc.	COM	20,320	$1.91M	0.1%	+1,590+8.5%	Added	History
WFCWells Fargo & Company	Stock	22,578	$1.89M	0.1%	−758−3.2%	Reduced	History
iShares Inc46434G764	MSCI EMRG CHN	27,935	$1.89M	0.1%	−2,915−9.4%	Reduced	–
iShares U S ETF Tr46431W507	SHOR DURA BD ETF	36,755	$1.88M	0.1%	+32,128+694.4%	Added	–
CEGConstellation Energy Corp	Stock	5,673	$1.87M	0.1%	+1,527+36.8%	Added	History
GEVGE Vernova Inc.	Stock	3,022	$1.86M	0.1%	+142+4.9%	Added	History
BlackRock ETF Trust09290C103	ISHARES US EQUIT	30,350	$1.80M	0.1%	+376+1.3%	Added	–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788	ETF	40,160	$1.77M	0.1%	+2,424+6.4%	Added	–
SPDR Series Trust78468R523	ST STR BL 12 ETF	17,738	$1.77M	0.1%	−3,388−16.0%	Reduced	–
MRKMerck & Co., Inc.	Stock	20,918	$1.76M	0.1%	+4,122+24.5%	Added	History
Franklin Templeton ETF Tr35473P652	FTSE EUROPE	50,057	$1.74M	0.1%	−4,607−8.4%	Reduced	–
MCKMcKesson Corp	Stock	2,247	$1.74M	0.1%	−154−6.4%	Reduced	History
KOCoca Cola Co	Stock	26,099	$1.73M	0.1%	+66+0.3%	Added	History
State Street Financial Select Sector SPDR ETF81369Y605	ETF	32,054	$1.73M	0.1%	+163+0.5%	Added	–
KNXKnight-Swift Transportation Holdings Inc.	CL A	43,647	$1.72M	0.1%	−1,387−3.1%	Reduced	History
iShares Tr464288448	INTL SEL DIV ETF	46,347	$1.69M	0.1%	+793+1.7%	Added	–
JBLJabil Inc	Stock	7,717	$1.68M	0.1%	−5−0.1%	Reduced	History
Vanguard S&P 500 Growth ETF921932505	ETF	3,838	$1.67M	0.1%	+288+8.1%	Added	–
Schwab U.S. Small-Cap ETF808524607	ETF	59,363	$1.66M	0.1%	+49,385+494.9%	Added	–
iShares Russell 1000 Growth ETF464287614	ETF	3,522	$1.65M	0.1%	+733+26.3%	Added	–
AMCRAmcor plc	ORD	201,053	$1.64M	0.1%	−32,522−13.9%	Reduced	History

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
Security	Class	Puts	Calls
Blackstone Private Credit Fund6926069LL	Stock	$2.13M	–
Amazon Com Inc CLL Opt7746619XR	Stock	–	$65.9K
Alphabet Inc Cap STK6951179OI	Stock	–	$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
Security	Class	Shares in Q2 2025	Value in Q2 2025	% of portfolio in Q2 2025	History
BRDGBridge Investment Group Holdings Inc.	COM CL A	298,539	$2.99M	0.1%	History
iShares Tr46436E619	ESG ADVAN ETF	7,363	$320.7K	<0.1%	–
iShares Tr46436E759	ESG EAFE ETF	4,000	$297.7K	<0.1%	–
Direxion Shs ETF Tr25459W102	DLY TECH BULL 3X	3,000	$280.7K	<0.1%	–
ProShares Tr74347R263	PSHS UL TELE ETF	2,750	$273.8K	<0.1%	–
SCOProShares Trust II	ULSHT BLOOMB OIL	14,999	$270.9K	<0.1%	History
HESHess Corp	Stock	1,874	$259.7K	<0.1%	History
Direxion Shs ETF Tr25459Y694	DLY FIN BULL NEW	1,500	$252.9K	<0.1%	–
Direxion Shs ETF Tr25459Y801	DLY CNMSR BULL	4,800	$199.0K	<0.1%	–
Direxion Shs ETF Tr25459Y876	HEALTHCARE BUL	2,150	$169.5K	<0.1%	–
ProShares Tr74347R768	ULTRA CONSU STAP	7,935	$147.4K	<0.1%	–
JNPRJuniper Networks Inc	COM	3,649	$145.7K	<0.1%	History
Direxion Shs ETF Tr25460E737	DLY INDL BU 3X	2,100	$142.9K	<0.1%	–
ANSSAnsys Inc	COM	380	$133.5K	<0.1%	History
PIMCO ETF Tr72201R718	ENHNCD LW DUR AC	1,079	$103.4K	<0.1%	–
SPTNSpartanNash Co	COM	3,685	$97.6K	<0.1%	History
Direxion Shs ETF Tr25460E265	DLY S&P500 BR 3X	19,998	$93.8K	<0.1%	–
SKXSkechers USA Inc	CL A	1,360	$85.8K	<0.1%	History
ESGREnstar Group LTD	SHS	225	$75.7K	<0.1%	History
WBAWalgreens Boots Alliance, Inc.	COM	5,623	$64.6K	<0.1%	History
RNPCohen & Steers REIT & Preferred & Income Fund Inc	COM	2,750	$62.6K	<0.1%	History
CHXChampionX Corp	COM	2,317	$57.6K	<0.1%	History
DNBDun & Bradstreet Holdings, Inc.	COM	6,037	$54.9K	<0.1%	History
Direxion Shs ETF Tr25460E711	DLY UTLTIES 3X	1,280	$47.4K	<0.1%	–
AMEDAmedisys Inc	COM	475	$46.7K	<0.1%	History
ProShares Tr74347R776	ULTRA MATERIALS	1,850	$43.9K	<0.1%	–
Invesco Exchange Traded FD T46137V464	S&P MDCP MOMNTUM	333	$42.8K	<0.1%	–
Direxion Shs ETF Tr25459W755	DLY R/E BULL3X	4,400	$42.0K	<0.1%	–
BPMCBlueprint Medicines Corp	COM	315	$40.4K	<0.1%	History
PPBIPacific Premier Bancorp Inc	COM	1,903	$40.1K	<0.1%	History
Direxion Shs ETF Tr25460G138	DAILY 20+ YEAR T	1,000	$39.2K	<0.1%	–
SNNRFSunrise Communications AG	ADS CL A	587	$33.2K	<0.1%	History
BRKLBrookline Bancorp Inc	COM	3,130	$33.0K	<0.1%	History
SMLRSemler Scientific, Inc.	COM	750	$29.1K	<0.1%	History
Global X FDS37954Y673	US INFR DEV ETF	659	$28.7K	<0.1%	–
John Hancock Exchange Traded47804J776	PFD INCOME ETF	1,219	$27.5K	<0.1%	–
Golden Ocean Group LtdG39637205	SHS NEW	3,735	$27.3K	<0.1%	–
GMSGMS Inc.	COM	245	$26.6K	<0.1%	History
AZEKAZEK Co Inc.	CL A	490	$26.6K	<0.1%	History
SAGESage Therapeutics, Inc.	COM	2,782	$25.4K	<0.1%	History
FLFoot Locker, Inc.	COM	995	$24.4K	<0.1%	History
BASECouchbase, Inc.	COM	980	$23.9K	<0.1%	History
PIMCO ETF Tr72201R205	1-5 US TIP IDX	338	$18.2K	<0.1%	–
VPGVishay Precision Group, Inc.	COM	540	$15.2K	<0.1%	History
Chiron Real Estate Inc.37954A204	COM NEW	2,113	$14.6K	<0.1%	–
First Tr Exchng Traded FD VI33740F789	MLT MNGD LRG GRW	403	$13.6K	<0.1%	–
RCReady Capital Corp	COM	3,028	$13.2K	<0.1%	History
BOCBoston Omaha Corp	Stock	929	$13.0K	<0.1%	History
TGITriumph Group Inc	COM	494	$12.7K	<0.1%	History
Paramount Global92556H107	CL A	526	$12.1K	<0.1%	–
AIRJWAirJoule Technologies Corp.	*W EXP 03/15/202	18,050	$11.7K	<0.1%	History
Goldman Sachs ETF Tr38149W788	CMN	301	$11.4K	<0.1%	–
EBTCEnterprise Bancorp Inc	COM	286	$11.3K	<0.1%	History
STRSitio Royalties Corp.	CLASS A COM	602	$11.1K	<0.1%	History
RDFNRedfin Corp	COM	983	$11.0K	<0.1%	History
American Centy ETF Tr025072174	AVANTIS ALL INT	149	$9.73K	<0.1%	–
First Tr Exchng Traded FD VI33740F888	SMIT UNCO BD ETF	378	$9.41K	<0.1%	–
MHIPioneer Municipal High Income Fund, Inc.	COM SHS	1,026	$9.40K	<0.1%	History
Centrais Eletricas Brasileir15234Q108	SPON ADR PFD B	1,098	$9.08K	<0.1%	–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816	ETF	166	$8.20K	<0.1%	–
Summit Therapeutics Inc Com86627R102	Stock	370	$7.87K	<0.1%	–
UNITUniti Group Inc.	COM	1,791	$7.74K	<0.1%	History
Blueprint Chesapk MLT88636J873	TFPN	335	$7.69K	<0.1%	–
BRF SA10552T107	SPONSORED ADR	2,037	$7.43K	<0.1%	–
RDUSRadius Recycling, Inc.	CL A	245	$7.28K	<0.1%	History
MCIBarings Corporate Investors	COM	328	$7.10K	<0.1%	History
SWTXSpringWorks Therapeutics, Inc.	COM	150	$7.05K	<0.1%	History
First Tr Exchange-Traded FD33734X176	TECH ALPHADEX	43	$6.77K	<0.1%	–
Global Blue Group Holding AGH33700107	ORD SHS	872	$6.51K	<0.1%	–
NVEENV5 Global, Inc.	COM	282	$6.51K	<0.1%	History
ITOSiTeos Therapeutics, Inc.	COM	636	$6.34K	<0.1%	History
EPACEnerpac Tool Group Corp	CL A COM	154	$6.25K	<0.1%	History
KLGWK Kellogg Co	COM	389	$6.20K	<0.1%	History
YMABY-mAbs Therapeutics, Inc.	COM	1,265	$5.71K	<0.1%	History
Paramount Global92556H206	CL B	441	$5.70K	<0.1%	–
ETF Ser Solutions26922A289	DEFIANCE CONNECT	106	$5.59K	<0.1%	–
iShares Tr464288844	US OIL EQ&SV ETF	320	$5.43K	<0.1%	–
VCELVericel Corp	COM	112	$4.77K	<0.1%	History
EVRIEveri Holdings Inc.	COM	329	$4.69K	<0.1%	History
Franklin Templeton ETF Tr35473P439	INCOME FOCUS ETF	169	$4.57K	<0.1%	–
Vanguard Admiral FDS Inc921932778	SMLCP 600 VAL	53	$4.54K	<0.1%	–
SHYFShyft Group, Inc.	COM	356	$4.46K	<0.1%	History
CKXCKX Lands, Inc.	COM	400	$4.28K	<0.1%	History
CRGXCARGO Therapeutics, Inc.	COM	862	$3.55K	<0.1%	History
INMDInMode Ltd.	SHS	234	$3.38K	<0.1%	History
GNTAGenenta Science S.p.A.	SPONSORED ADS	982	$2.99K	<0.1%	History
PLLPiedmont Lithium Inc.	Stock	483	$2.81K	<0.1%	History
ETWOE2open Parent Holdings, Inc.	COM CL A	865	$2.79K	<0.1%	History
CLBTCellebrite DI Ltd.	ORDINARY SHARES	170	$2.72K	<0.1%	History
Tidal Trust II88636J204	RET STCKD GL STK	84	$2.20K	<0.1%	–
Strategic Trust48817R870	RUNNING GWTH ETF	61	$2.06K	<0.1%	–
OLOOlo Inc.	CL A	213	$1.90K	<0.1%	History
BNTCBenitec Biopharma Inc.	COM NEW	148	$1.73K	<0.1%	History
HLVXHilleVax, Inc.	COM	836	$1.66K	<0.1%	History
SPDR Series Trust78468R804	ST STR R1K LOWV	9	$1.57K	<0.1%	–
NRIXNurix Therapeutics, Inc.	COM	129	$1.47K	<0.1%	History
J P Morgan Exchange-Traded F46641Q340	BETABUILDERS US	14	$1.40K	<0.1%	–
ZBAOZhibao Technology Inc.	CL A SHS	1,325	$1.34K	<0.1%	History
EOLSEvolus, Inc.	COM	145	$1.33K	<0.1%	History
FAROFaro Technologies Inc	COM	30	$1.32K	<0.1%	History