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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
Timothy Plan887432334INTL ETF49,173$1.64M0.1%+18,219+58.9%Added–
CATCaterpillar IncStock3,413$1.63M0.1%−57−1.6%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF15,217$1.62M0.1%−2,931−16.2%Reduced–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF44,920$1.62M0.1%+8,733+24.1%Added–
MPCMarathon Petroleum CorpStock8,391$1.62M0.1%+13+0.2%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV11,528$1.61M0.1%−911−7.3%Reduced–
SCHWSchwab Charles CorpStock16,877$1.61M0.1%+326+2.0%AddedHistory
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT47,068$1.61M0.1%+13,486+40.2%Added–
BCBrunswick CorpCOM25,414$1.61M0.1%+4,231+20.0%AddedHistory
AMDAdvanced Micro Devices IncStock9,915$1.60M0.1%−58−0.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,401$1.59M0.1%+2,163+34.7%Added–
PMPhilip Morris International Inc.Stock9,783$1.59M0.1%−1,898−16.2%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT41,259$1.57M0.1%+10,856+35.7%AddedHistory
CBChubb LtdStock5,544$1.56M0.1%+703+14.5%AddedHistory
AXPAmerican Express CoStock4,706$1.56M0.1%−152−3.1%ReducedHistory
PEPPepsiCo IncStock11,070$1.55M0.1%+2,283+26.0%AddedHistory
ANETArista Networks, Inc.Stock10,668$1.55M0.1%+929+9.5%AddedHistory
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF58,661$1.55M0.1%−3,055−5.0%Reduced–
iShares S&P 100 ETF464287101ETF4,522$1.51M0.1%+598+15.2%Added–
KLACKLA CorpCOM NEW1,390$1.50M0.1%+133+10.6%AddedHistory
TJXTJX Companies IncStock10,324$1.49M0.1%−192−1.8%ReducedHistory
INTCIntel CorpStock44,090$1.48M0.1%+13,700+45.1%AddedHistory
RBLXRoblox CorpStock10,629$1.47M0.1%+1,732+19.5%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,602$1.46M0.1%+2,129+12.9%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V40,557$1.45M0.1%−704−1.7%Reduced–
American Centy ETF Tr025072349US LARGE CAP VLU20,002$1.45M0.1%−958−4.6%Reduced–
MUMicron Technology IncStock8,630$1.44M0.1%+2,391+38.3%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF29,201$1.44M0.1%−15,338−34.4%Reduced–
QCOMQualcomm IncStock8,640$1.44M0.1%−633−6.8%ReducedHistory
ADBEAdobe Inc.Stock4,069$1.44M0.1%−61−1.5%ReducedHistory
SLViShares Silver TrustETF33,850$1.43M0.1%+3,194+10.4%AddedHistory
PNCPNC Financial Services Group, Inc.Stock6,923$1.39M0.1%+1,088+18.6%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF11,704$1.39M0.1%+4,642+65.7%Added–
GDGeneral Dynamics CorpStock4,036$1.38M0.1%+450+12.5%AddedHistory
NOWServiceNow, Inc.Stock1,492$1.37M0.1%+82+5.8%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY13,563$1.37M0.1%−2,211−14.0%Reduced–
UNPUnion Pacific CorpStock5,759$1.36M0.1%+92+1.6%AddedHistory
LRCXLam Research CorpStock10,153$1.36M0.1%+1,703+20.2%AddedHistory
MCDMcDonalds CorpStock4,433$1.35M0.1%−104−2.3%ReducedHistory
ARMArm Holdings PLCADR9,509$1.35M0.1%+1,145+13.7%AddedHistory
Schwab US Tips ETF808524870ETF49,877$1.34M0.1%+30,696+160.0%Added–
OXYOccidental Petroleum CorpStock28,442$1.34M0.1%−1,915−6.3%ReducedHistory
VLOValero Energy CorpStock7,888$1.34M0.1%−417−5.0%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF6,584$1.34M0.1%+3,649+124.3%Added–
iShares S&P 500 Value ETF464287408ETF6,479$1.34M0.1%−147−2.2%Reduced–
RSGRepublic Services, Inc.COM5,825$1.34M0.1%−559−8.8%ReducedHistory
ProShares Tr74349Y704ULTRA BITCOIN ET25,007$1.34M0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF57,186$1.33M0.1%+51,006+825.3%Added–
Vanguard Wellington FD921935870SHORT TRM TAX EX13,035$1.33M0.1%+4,078+45.5%Added–
BKNGBooking Holdings Inc.Stock245$1.32M0.1%+35+16.7%AddedHistory
COFCapital One Financial CorpStock6,206$1.32M0.1%+562+10.0%AddedHistory
Strategy Shs86280R787EVENTIDE US MRKT48,237$1.31M0.1%+4,982+11.5%Added–
ARK Innovation ETF00214Q104ETF15,179$1.31M0.1%+1,184+8.5%Added–
Schwab U.S. Broad Market ETF808524102ETF50,881$1.31M0.1%+43,876+626.4%Added–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET56,424$1.30M0.1%+16,420+41.0%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF4,407$1.29M0.1%−931−17.4%Reduced–
iShares Tr46434V613CORE UNIVRSL USD27,628$1.29M0.1%−33,129−54.5%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,366$1.28M0.1%+156+3.7%Added–
IBMInternational Business Machines CorpStock4,495$1.27M0.1%+191+4.4%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF26,854$1.26M<0.1%+815+3.1%Added–
Vanguard Index FDS922908652EXTEND MKT ETF6,003$1.26M<0.1%−433−6.7%Reduced–
TTTrane Technologies plcSHS2,966$1.25M<0.1%−82−2.7%ReducedHistory
CCitigroup IncStock12,280$1.25M<0.1%+275+2.3%AddedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF37,175$1.24M<0.1%+310+0.8%Added–
Schwab Strategic Tr808524862SHT TM US TRES50,807$1.24M<0.1%+15,643+44.5%Added–
CVSCVS Health CorpStock16,255$1.23M<0.1%+3,225+24.8%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock6,020$1.21M<0.1%+137+2.3%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF13,423$1.20M<0.1%−4,161−23.7%Reduced–
PSLVSprott Physical Silver TrustPHYSICAL SILVER76,090$1.19M<0.1%+31,914+72.2%AddedHistory
ORLYO Reilly Automotive IncStock11,044$1.19M<0.1%−1,407−11.3%ReducedHistory
iShares Tr46428743220 YR TR BD ETF13,322$1.19M<0.1%+4,386+49.1%Added–
HALHalliburton CoStock48,370$1.19M<0.1%−2,319−4.6%ReducedHistory
ETNEaton Corp plcStock3,172$1.19M<0.1%−2−0.1%ReducedHistory
DUKDuke Energy CORPStock9,559$1.18M<0.1%+341+3.7%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR39,609$1.17M<0.1%+13,879+53.9%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA8,045$1.17M<0.1%+1,297+19.2%Added–
WisdomTree Tr97717X578EM EX ST-OWNED30,757$1.17M<0.1%−6,554−17.6%Reduced–
LMTLockheed Martin CorpStock2,301$1.15M<0.1%−312−11.9%ReducedHistory
PKGPackaging Corp of AmericaStock5,269$1.15M<0.1%+261+5.2%AddedHistory
DGXQuest Diagnostics IncCOM6,023$1.15M<0.1%−30.0%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF13,641$1.15M<0.1%−8,158−37.4%Reduced–
WMBWilliams Companies, Inc.COM17,940$1.14M<0.1%−67−0.4%ReducedHistory
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID29,049$1.13M<0.1%−1,373−4.5%Reduced–
iShares Russell 2000 ETF464287655ETF4,661$1.13M<0.1%+473+11.3%Added–
UBERUber Technologies, IncStock11,499$1.13M<0.1%+534+4.9%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF47,790$1.12M<0.1%+35,528+289.7%Added–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$1.12M<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock25,186$1.11M<0.1%+821+3.4%AddedHistory
APHAmphenol CorpCL A8,892$1.10M<0.1%+417+4.9%AddedHistory
PSXPhillips 66Stock8,088$1.10M<0.1%+1,230+17.9%AddedHistory
GMGeneral Motors CoCOM18,003$1.10M<0.1%+2,571+16.7%AddedHistory
NOCNorthrop Grumman CorpStock1,781$1.09M<0.1%−75−4.0%ReducedHistory
BABoeing CoStock5,031$1.09M<0.1%−269−5.1%ReducedHistory
AJGArthur J. Gallagher & Co.COM3,471$1.08M<0.1%+138+4.1%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF42,680$1.07M<0.1%+26,043+156.5%Added–
INCYIncyte CorpCOM12,622$1.07M<0.1%+1,745+16.0%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF32,005$1.07M<0.1%+31,466+5,837.8%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF12,559$1.06M<0.1%−1,783−12.4%Reduced–
UGLProShares Trust IIULTRA GOLD23,001$1.06M<0.1%−12,999−36.1%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,750$1.04M<0.1%−116−6.2%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