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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
SWSmurfit Westrock plcStock5,825$248.0K<0.1%+148+2.6%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR16,927$247.8K<0.1%+850+5.3%AddedHistory
GVAGranite Construction IncCOM2,258$247.6K<0.1%+60+2.7%AddedHistory
ARCCAres Capital CorpCEF12,125$247.5K<0.1%+1,817+17.6%AddedHistory
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA6,633$247.3K<0.1%−256−3.7%Reduced–
Vanguard Consumer Staples ETF92204A207ETF1,150$245.8K<0.1%−203−15.0%Reduced–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF8,977$245.2K<0.1%+2,047+29.5%Added–
ACGLArch Capital Group Ltd.Stock2,680$243.2K<0.1%−110−3.9%ReducedHistory
POOLPool CorpCOM783$242.9K<0.1%−567−42.0%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS1,832$242.1K<0.1%+170+10.2%AddedHistory
PRUPrudential Financial IncStock2,332$242.0K<0.1%+12+0.5%AddedHistory
CADECadence BancorporationEQUITY US CM6,434$241.5K<0.1%+4,182+185.7%AddedHistory
ATIAti IncStock2,957$240.5K<0.1%−13−0.4%ReducedHistory
MLMMartin Marietta Materials IncCOM381$240.3K<0.1%+121+46.5%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR18,348$239.4K<0.1%+1,161+6.8%AddedHistory
CNPCenterpoint Energy IncCOM6,146$238.4K<0.1%−71−1.1%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM827$238.2K<0.1%+462+126.6%AddedHistory
HLNHaleon plcADR26,541$238.1K<0.1%−19,893−42.8%ReducedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$237.9K<0.1%00.0%Unchanged–
iShares MSCI USA Momentum Factor ETF46432F396ETF923$236.7K<0.1%−792−46.2%Reduced–
OLEDUniversal Display CorpCOM1,647$236.5K<0.1%−811−33.0%ReducedHistory
IMOImperial Oil LtdCOM NEW2,599$235.8K<0.1%+127+5.1%AddedHistory
BROBrown & Brown, Inc.Stock2,505$235.0K<0.1%+1,460+139.7%AddedHistory
CVSACovista Inc.COM1,521$234.9K<0.1%+464+43.9%AddedHistory
CINFCincinnati Financial CorpCOM1,485$234.8K<0.1%+84+6.0%AddedHistory
STLDSteel Dynamics IncCOM1,680$234.2K<0.1%−386−18.7%ReducedHistory
OHIOmega Healthcare Investors IncCOM5,543$234.0K<0.1%−172−3.0%ReducedHistory
AFRMAffirm Holdings, Inc.COM CL A3,195$233.5K<0.1%+457+16.7%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,783$232.3K<0.1%−179−9.1%Reduced–
NUENucor CorpCOM1,708$231.4K<0.1%−66−3.7%ReducedHistory
INGRIngredion IncCOM1,889$230.7K<0.1%+621+49.0%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$230.6K<0.1%00.0%Unchanged–
CTSHCognizant Technology Solutions CorpCL A3,433$230.3K<0.1%−88−2.5%ReducedHistory
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$230.2K<0.1%+10,893NewHistory
HDBHDFC Bank LtdSPONSORED ADS6,727$229.8K<0.1%−531−7.3%ReducedConverted for a 2-for-1 splitHistory
ZWSZurn Elkay Water Solutions CorpCOM4,871$229.1K<0.1%−1,929−28.4%ReducedHistory
HUBBHubbell IncCOM532$229.1K<0.1%+64+13.7%AddedHistory
Virtus ETF Tr II92790A868KAR MID-CAP ETF9,261$228.5K<0.1%+9,190+12,943.7%Added–
GWREGuidewire Software, Inc.COM991$227.8K<0.1%+163+19.7%AddedHistory
PSNParsons CorpCOM2,738$227.0K<0.1%+670+32.4%AddedHistory
ATOAtmos Energy CorpCOM1,327$226.7K<0.1%−59−4.3%ReducedHistory
CTVACorteva, Inc.Stock3,347$226.4K<0.1%+788+30.8%AddedHistory
ETSYEtsy IncCOM3,393$225.3K<0.1%−42−1.2%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C2,156$225.2K<0.1%−137−6.0%ReducedHistory
RJFRaymond James Financial IncCOM1,303$224.9K<0.1%+119+10.1%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,907$224.7K<0.1%+814+26.3%Added–
NFGNational Fuel Gas CoStock2,433$224.7K<0.1%+1,517+165.6%AddedHistory
TNGXTango Therapeutics, Inc.COM26,653$223.9K<0.1%+22+0.1%AddedHistory
HALOHalozyme Therapeutics, Inc.COM3,049$223.6K<0.1%+364+13.6%AddedHistory
CBOECboe Global Markets, Inc.COM911$223.5K<0.1%+63+7.4%AddedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT2,677$223.3K<0.1%+141+5.6%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,447$223.2K<0.1%−2−0.1%Reduced–
GROBrazil Potash Corp.COMMON SHARES82,902$223.0K<0.1%+82,902NewHistory
RIORio Tinto PLCADR3,376$222.8K<0.1%−165−4.7%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,692$222.3K<0.1%+167+6.6%Added–
MFGMizuho Financial Group IncSPONSORED ADR33,168$222.2K<0.1%+2,650+8.7%AddedHistory
FLSFlowserve CorpCOM4,181$222.2K<0.1%+157+3.9%AddedHistory
FRFirst Industrial Realty Trust IncCOM4,316$222.1K<0.1%−844−16.4%ReducedHistory
APTVAptiv PLCStock2,567$221.3K<0.1%+6+0.2%AddedHistory
SORSource CapitalCEF4,916$221.3K<0.1%+4,916NewHistory
IRIngersoll Rand Inc.COM2,662$219.9K<0.1%−16−0.6%ReducedHistory
QRVOQorvo, Inc.Stock2,408$219.3K<0.1%+287+13.5%AddedHistory
KMXCarMax IncCOM4,858$218.0K<0.1%−4,267−46.8%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock2,898$217.6K<0.1%+405+16.2%AddedHistory
JKHYJack Henry & Associates IncStock1,458$217.2K<0.1%−424−22.5%ReducedHistory
TRPTC Energy CorpCOM3,991$217.1K<0.1%+285+7.7%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF3,234$216.4K<0.1%−2,518−43.8%Reduced–
LWLamb Weston Holdings, Inc.Stock3,718$215.9K<0.1%+228+6.5%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,038$215.2K<0.1%−94−2.3%Reduced–
CORTCorcept Therapeutics IncCOM2,578$214.3K<0.1%+1,137+78.9%AddedHistory
MKLMarkel Group Inc.COM112$214.1K<0.1%+33+41.8%AddedHistory
FFord Motor CoStock17,881$213.9K<0.1%−1,443−7.5%ReducedHistory
GHCGraham Holdings CoCOM CL B181$213.1K<0.1%+9+5.2%AddedHistory
WBSWebster Financial CorpCOM3,572$212.3K<0.1%+174+5.1%AddedHistory
RHIRobert Half Inc.COM6,241$212.1K<0.1%−1,778−22.2%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS1,974$210.6K<0.1%−82−4.0%ReducedHistory
VMRKVivmark ResidentialSH BEN INT3,254$210.6K<0.1%−776−19.3%ReducedHistory
PBProsperity Bancshares IncCOM3,170$210.3K<0.1%−1,029−24.5%ReducedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$210.2K<0.1%00.0%Unchanged–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF3,640$209.4K<0.1%−1,541−29.7%Reduced–
TYTRI-CONTINENTAL CorpCOM6,137$208.7K<0.1%+6,137NewHistory
RMDResmed IncCOM760$208.1K<0.1%+10+1.3%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -4,242$208.0K<0.1%−1,009−19.2%ReducedHistory
MELIMercadolibre IncCOM89$208.0K<0.1%+12+15.6%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM2,225$207.5K<0.1%−2,060−48.1%ReducedHistory
SCIService Corp InternationalCOM2,490$207.2K<0.1%−71−2.8%ReducedHistory
MTDRMatador Resources CoCOM4,611$207.2K<0.1%+1,350+41.4%AddedHistory
LOGILogitech International S.A.SHS1,886$206.9K<0.1%+107+6.0%AddedHistory
NWGNatWest Group plcSPONS ADR14,613$206.8K<0.1%+2,323+18.9%AddedHistory
IEXIdex CorpCOM1,268$206.3K<0.1%+225+21.6%AddedHistory
NVONovo Nordisk A SADR3,695$205.1K<0.1%−1,196−24.5%ReducedHistory
RSReliance, Inc.COM729$204.7K<0.1%−49−6.3%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,027$204.3K<0.1%+10.0%Added–
iShares Core S&P U.S. Growth ETF464287671ETF1,232$202.7K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Value ETF464287879ETF1,832$202.6K<0.1%+1,700+1,287.9%Added–
SMCISuper Micro Computer, Inc.Stock4,226$202.6K<0.1%+747+21.5%AddedHistory
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$202.3K<0.1%+7,342NewHistory
GGenpact LTDSHS4,828$202.2K<0.1%+2,211+84.5%AddedHistory
FTAIFTAI Aviation Ltd.SHS1,211$202.1K<0.1%+57+4.9%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,197$201.5K<0.1%−5−0.2%Reduced–

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