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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
4,266
−53 vs. Q3 2025
Portfolio value
$2.71B
+$187.0M (+7.4%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VETVermilion Energy Inc.COM683$5.70K<0.1%−559−45.0%ReducedHistory
BFLYButterfly Network, Inc.COM CL A1,500$5.70K<0.1%00.0%UnchangedHistory
TIPTTiptree Inc.COM312$5.70K<0.1%+3+1.0%AddedHistory
VanEck ETF Trust92189F429PREFERRED SECURT323$5.70K<0.1%−236−42.2%Reduced–
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5.71K<0.1%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD69$5.71K<0.1%00.0%Unchanged–
MNKDMannkind CorpCOM NEW1,011$5.73K<0.1%+4+0.4%AddedHistory
COURCoursera, Inc.COM780$5.74K<0.1%−501−39.1%ReducedHistory
SMTCSemtech CorpStock78$5.75K<0.1%+9+13.0%AddedHistory
REREATRenew Inc.SPONSORED ADS1,086$5.76K<0.1%−813−42.8%ReducedHistory
AHCOAdaptHealth Corp.COMMON STOCK578$5.76K<0.1%−104−15.2%ReducedHistory
LGIHLGI Homes, Inc.COM136$5.84K<0.1%−34−20.0%ReducedHistory
Bank First Corporation Com05676F108Stock48$5.85K<0.1%−103−68.2%Reduced–
SSPE.W. Scripps CoCL A NEW1,467$5.85K<0.1%+1,005+217.5%AddedHistory
SAHSonic Automotive IncCL A95$5.88K<0.1%−134−58.5%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP125$5.88K<0.1%00.0%Unchanged–
SPDR Series Trust78464A516ST INTL BBG ETF262$5.90K<0.1%−286−52.2%Reduced–
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5.91K<0.1%00.0%Unchanged–
PRGPROG Holdings, Inc.Stock201$5.93K<0.1%−64−24.2%ReducedHistory
KOPKoppers Holdings Inc.COM219$5.93K<0.1%−111−33.6%ReducedHistory
AMRCAmeresco, Inc.CL A203$5.95K<0.1%+40+24.5%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM255$5.95K<0.1%+14+5.8%AddedHistory
CTRICenturi Holdings, Inc.COM SHS236$5.96K<0.1%+4+1.7%AddedHistory
PLURPluri Inc.COM2,000$5.98K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF175$5.99K<0.1%−505−74.3%Reduced–
Global X FDS37954Y293GLB X MLP ENRG I99$5.99K<0.1%00.0%Unchanged–
iShares Inc464286749MSCI SWITZERLAND100$6.00K<0.1%00.0%Unchanged–
USOUnited States Oil Fund, LPUNITS87$6.02K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$6.04K<0.1%00.0%Unchanged–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6.06K<0.1%00.0%UnchangedHistory
UPBDUpbound Group, Inc.COM346$6.08K<0.1%+130+60.2%AddedHistory
IRSIrsa Investments & Representations IncGLOBL DEP RCPT368$6.09K<0.1%−156−29.8%ReducedHistory
CECOCeco Environmental CorpCOM102$6.10K<0.1%+24+30.8%AddedHistory
PRMEPrime Medicine, Inc.COM1,762$6.11K<0.1%00.0%UnchangedHistory
PCB Bancorp Com740163100Common Stock283$6.13K<0.1%+26+10.1%Added–
INGNInogen IncCOM914$6.14K<0.1%−111−10.8%ReducedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC238$6.14K<0.1%00.0%Unchanged–
FLNAFilana Therapeutics, Inc.COM3,110$6.16K<0.1%−659−17.5%ReducedHistory
EGBNEagle Bancorp IncCOM288$6.17K<0.1%−394−57.8%ReducedHistory
NXRTNexPoint Residential Trust, Inc.COM205$6.17K<0.1%−44−17.7%ReducedHistory
MAZEMaze Therapeutics, Inc.COM149$6.17K<0.1%00.0%UnchangedHistory
OECOrion S.A.COM1,172$6.19K<0.1%+1,171+117,100.0%AddedHistory
VCYTVeracyte, Inc.COM147$6.19K<0.1%−167−53.2%ReducedHistory
ProShares Tr74349Y753SHOR S&P 500 NEW172$6.20K<0.1%+172New–
WWWWolverine World Wide IncCOM342$6.21K<0.1%−129−27.4%ReducedHistory
Kraneshares Tr500767645KFA VAL LIN DYNM243$6.22K<0.1%00.0%Unchanged–
MGNIMagnite, Inc.COM384$6.23K<0.1%−17−4.2%ReducedHistory
ATHMAutohome Inc.SP ADS RP CL A280$6.23K<0.1%+188+204.3%AddedHistory
Ssga Active Tr78470P309ST STR MARKE ETF144$6.24K<0.1%+2+1.4%Added–
CIVBCivista Bancshares, Inc.COM NO PAR281$6.24K<0.1%−26−8.5%ReducedHistory
Fidelity Covington Trust316092162DISRU COMMU ETF130$6.25K<0.1%00.0%Unchanged–
AMWDAmerican Woodmark CorpCOM116$6.25K<0.1%−101−46.5%ReducedHistory
UMHUmh Properties, Inc.COM393$6.25K<0.1%+68+20.9%AddedHistory
AEHRAehr Test SystemsCOM310$6.26K<0.1%+261+532.7%AddedHistory
ACDCProFrac Holding Corp.CLASS A COM1,612$6.27K<0.1%+1,140+241.5%AddedHistory
GEOGeo Group IncCOM390$6.29K<0.1%−110−22.0%ReducedHistory
GPRKGeoPark LtdUSD SHS849$6.29K<0.1%−115−11.9%ReducedHistory
American Centy ETF Tr025072372EMERGING MKT VAL108$6.30K<0.1%+108New–
ProShares Tr74350P667ULTRASHRT S&P50092$6.30K<0.1%+92New–
AXICYAXIA Energia S.A.SPON ADS PF CL C731$6.30K<0.1%+731NewHistory
ENPHEnphase Energy, Inc.Stock197$6.31K<0.1%−49−19.9%ReducedHistory
PGCPeapack Gladstone Financial CorpCOM227$6.32K<0.1%−24−9.6%ReducedHistory
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6.32K<0.1%+209New–
iShares Tr46435G474FALN ANGLS USD232$6.33K<0.1%+5+2.2%Added–
iShares Tr464288489INTL DEV RE ETF275$6.35K<0.1%00.0%Unchanged–
TRMDTORM plcSHS CL A325$6.36K<0.1%+126+63.3%AddedHistory
Two Harbors Investment Corp.90187B804COM606$6.37K<0.1%−789−56.6%Reduced–
FOSLFossil Group, Inc.COM1,694$6.37K<0.1%00.0%UnchangedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE445$6.37K<0.1%−10−2.2%Reduced–
MARAMARA Holdings, Inc.COM710$6.38K<0.1%−31−4.2%ReducedHistory
MOBMobilicom LtdORD SHS NEW1,050$6.41K<0.1%−1,349−56.2%ReducedHistory
CHCTCommunity Healthcare Trust IncCOM391$6.42K<0.1%−648−62.4%ReducedHistory
BJRIBJs RESTAURANTS INCCOM163$6.42K<0.1%+5+3.2%AddedHistory
FOURShift4 Payments, Inc.CL A102$6.42K<0.1%+33+47.8%AddedHistory
CBRLCracker Barrel Old Country Store, IncCOM254$6.46K<0.1%+210+477.3%AddedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6.58K<0.1%00.0%Unchanged–
DCHDauch CorpCOM1,028$6.59K<0.1%−98−8.7%ReducedHistory
CSANYCosan S.A.ADS1,681$6.64K<0.1%−32−1.9%ReducedHistory
EMBCEmbecta Corp.Stock559$6.64K<0.1%−95−14.5%ReducedHistory
TRIPTripAdvisor, Inc.COM457$6.65K<0.1%+21+4.8%AddedHistory
USNAUsana Health Sciences IncCOM340$6.67K<0.1%+41+13.7%AddedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6.70K<0.1%00.0%Unchanged–
MBCNMiddlefield Banc CorpCOM NEW194$6.70K<0.1%−215−52.6%ReducedHistory
Listed FD Tr53656F789ROUNDHILL SPORTS320$6.71K<0.1%00.0%Unchanged–
AMTBAmerant Bancorp Inc.CL A344$6.71K<0.1%−241−41.2%ReducedHistory
PAGSPagSeguro Digital Ltd.COM CL A697$6.72K<0.1%+245+54.2%AddedHistory
TLXTelix Pharmaceuticals LtdADS898$6.73K<0.1%+773+618.4%AddedHistory
LIFLife360, Inc.COM105$6.74K<0.1%+17+19.3%AddedHistory
MEOHMethanex CorpCOM170$6.75K<0.1%−77−31.2%ReducedHistory
IHRTiHeartMedia, Inc.COM CL A1,628$6.77K<0.1%+93+6.1%AddedHistory
PTONPeloton Interactive, Inc.CL A COM1,100$6.78K<0.1%+25+2.3%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF30$6.79K<0.1%00.0%Unchanged–
ANLAdlai Nortye Group Ltd.ADS4,794$6.81K<0.1%+4,075+566.8%AddedHistory
BKDBrookdale Senior Living Inc.COM632$6.82K<0.1%−15−2.3%ReducedHistory
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6.85K<0.1%+2+1.9%Added–
Invesco Actively Managed Exc46090A101ACTIVE US REAL77$6.95K<0.1%+1+1.3%Added–
VIRVir Biotechnology, Inc.COM1,157$6.98K<0.1%+50+4.5%AddedHistory
RIOTRiot Platforms, Inc.COM551$6.98K<0.1%−62−10.1%ReducedHistory
WMKWeis Markets IncCOM109$6.99K<0.1%−17−13.5%ReducedHistory
ETOReToro Group Ltd.SHS CL A199$6.99K<0.1%+199NewHistory

Options (6)

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 Q4 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$2.05M–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$1.84M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$1.28M–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$34.0K
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WUStock–$31.9K
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LHStock–$23.1K

Sold out since Q3 2025 (243)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 243 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
PNFPPinnacle Financial Partners, Inc.COM20,320$1.91M0.1%History
AMCRAmcor plcORD201,053$1.64M0.1%History
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$881.8K<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$723.9K<0.1%–
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$602.5K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF19,966$565.8K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR7,232$554.8K<0.1%History
Emx Rty Corp26873J107COM97,900$504.2K<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,694$357.1K<0.1%History
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$344.6K<0.1%–
ULUnilever PLCSPON ADR NEW4,531$268.6K<0.1%History
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$230.2K<0.1%History
SORSource CapitalCEF4,916$221.3K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS1,974$210.6K<0.1%History
TYTRI-CONTINENTAL CorpCOM6,137$208.7K<0.1%History
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$202.3K<0.1%History
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$172.5K<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$172.0K<0.1%History
Timothy Plan887432284US LARGE MID CP6,225$171.5K<0.1%–
KKellanovaStock1,438$118.0K<0.1%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$117.5K<0.1%History
ALEAllete IncCOM NEW1,725$114.5K<0.1%History
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$107.1K<0.1%History
iShares Tr464287515EXPANDED TECH920$105.8K<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$105.0K<0.1%–
LNWOLight & Wonder, Inc.COM1,170$98.2K<0.1%History
QGENQiagen N.V.COMMON STOCK2,184$97.6K<0.1%History
ETF Ser Solutions26922A321DISTILLATE US1,643$95.2K<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,465$90.5K<0.1%–
WNSWNS (Holdings) LtdCOM SHS1,164$88.8K<0.1%History
ProShares Ultrapro Short S&P50074349Y845ETF6,354$85.8K<0.1%–
PINCPremier, Inc.CL A2,798$77.8K<0.1%History
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$76.2K<0.1%–
Dole PLC Ord Shs256603101Stock4,338$58.3K<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$57.7K<0.1%History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$54.7K<0.1%–
VBTXVeritex Holdings, Inc.COM1,510$50.6K<0.1%History
BRYBerry Corp (bry)COM11,844$44.8K<0.1%History
HSIIHeidrick & Struggles International IncCOM819$40.8K<0.1%History
Copel-ADR20441B605ADR4,095$40.1K<0.1%–
INFAInformatica Inc.COM CL A1,574$39.1K<0.1%History
SCSSteelcase IncCL A2,209$38.0K<0.1%History
VRNTVerint Systems IncCOM1,855$37.6K<0.1%History
IPGInterpublic Group of Companies, Inc.COM1,283$35.8K<0.1%History
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$29.9K<0.1%–
HBIHanesbrands Inc.COM3,651$24.1K<0.1%History
Metals Acquisition CorpG60409110ORD SHS1,701$20.8K<0.1%–
MRCMRC Global Inc.COM1,301$18.8K<0.1%History
SRDXSurmodics IncCOM562$16.8K<0.1%History
GNTYGuaranty Bancshares IncCOM284$13.8K<0.1%History
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$13.6K<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW954$13.0K<0.1%History
iShares Tr464288117INTL TREA BD ETF267$11.4K<0.1%–
PROPROS Holdings, Inc.COM470$10.8K<0.1%History
PKEPark Aerospace CorpCOM504$10.3K<0.1%History
MSBMesabi TrustCTF BEN INT345$9.96K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9.92K<0.1%History
SPDR Series Trust78464A292ST STR PFD ETF280$9.26K<0.1%–
TRMLTourmaline Bio, Inc.COM183$8.75K<0.1%History
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8.17K<0.1%–
FOXFFox Factory Holding CorpCOM320$7.77K<0.1%History
FCFranklin Covey CoCOM395$7.67K<0.1%History
ODPODP CorpCOM269$7.49K<0.1%History
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6.96K<0.1%–
WYHGWing Yip Food Holdings Group LtdADS4,723$6.09K<0.1%History
VTLEVital Energy, Inc.COM324$5.47K<0.1%History
AVDXAvidXchange Holdings, Inc.COM537$5.34K<0.1%History
iShares Tr46434V4070-5YR HI YL CP112$4.85K<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock372$4.66K<0.1%–
SLMTBrera Holdings PLCCLASS B ORD150$4.50K<0.1%History
ASPNAspen Aerogels IncCOM641$4.46K<0.1%History
KOSKosmos Energy Ltd.COM2,682$4.45K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM180$4.44K<0.1%–
ETNB89bio, Inc.COM294$4.32K<0.1%History
KRROKorro Bio, Inc.COM89$4.26K<0.1%History
IASIntegral Ad Science Holding Corp.COM398$4.05K<0.1%History
HNVRHanover Bancorp, Inc.COM NEW180$4.04K<0.1%History
Global X FDS37954Y780INTERNET OF THNG103$4.02K<0.1%–
PHLTPerformant Healthcare IncCOM507$3.92K<0.1%History
HSAIHesai GroupSPONSORED ADS137$3.85K<0.1%History
MTSRMetsera, Inc.COM72$3.77K<0.1%History
PARPar Technology CorpCOM88$3.48K<0.1%History
TURBTurbo Energy, S.A.SPON ADS611$3.29K<0.1%History
AOUTAmerican Outdoor Brands, Inc.COM363$3.15K<0.1%History
ZIMVZimVie Inc.Stock164$3.11K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF100$3.10K<0.1%–
MGRMMonogram Technologies Inc.COM511$3.00K<0.1%History
AKROAkero Therapeutics, Inc.COM60$2.85K<0.1%History
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2.70K<0.1%History
HTTHigh Templar Tech LtdSPON ADS610$2.60K<0.1%History
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2.58K<0.1%–
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2.56K<0.1%–
PBPBPotbelly CorpCOM149$2.54K<0.1%History
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2.45K<0.1%History
LMBLimbach Holdings, Inc.COM23$2.23K<0.1%History
TICTIC Solutions, Inc.COM163$2.17K<0.1%History
TOURTuniu CorpSPONSORED ADS A2,216$2.11K<0.1%History
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2.09K<0.1%–
Global X FDS37954Y343GLBL X MLP ETF41$1.99K<0.1%–
IROQIF Bancorp, Inc.COM75$1.94K<0.1%History