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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
DXCDXC Technology CoStock712$10.4K<0.1%−895−55.7%ReducedHistory
ASANAsana, Inc.CL A761$10.4K<0.1%+560+278.6%AddedHistory
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$10.5K<0.1%00.0%UnchangedHistory
PENGPenguin Solutions, Inc.Stock535$10.5K<0.1%+3+0.6%AddedHistory
TALTAL Education GroupSPONSORED ADS960$10.5K<0.1%+185+23.9%AddedHistory
MNDYmonday.com Ltd.SHS71$10.5K<0.1%−58−45.0%ReducedHistory
CNOBConnectOne Bancorp, Inc.COM404$10.6K<0.1%−547−57.5%ReducedHistory
LFSTLifeStance Health Group, Inc.COM1,505$10.6K<0.1%+590+64.5%AddedHistory
DSXDiana Shipping Inc.COM6,392$10.6K<0.1%+517+8.8%AddedHistory
OBTOrange County Bancorp, Inc.COM374$10.7K<0.1%+292+356.1%AddedHistory
AVTRAvantor, Inc.COM934$10.7K<0.1%−1,222−56.7%ReducedHistory
ProShares Tr74347R206PSHS ULTRA QQQ152$10.7K<0.1%+104+216.7%AddedConverted for a 2-for-1 split–
EHABEnhabit, Inc.COM1,169$10.8K<0.1%−57−4.6%ReducedHistory
SPDR Series Trust78464A607ST STR DOW REIT110$10.8K<0.1%00.0%Unchanged–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF125$10.8K<0.1%−2,930−95.9%Reduced–
GRNTGranite Ridge Resources, Inc.COM2,305$10.8K<0.1%−2,898−55.7%ReducedHistory
UHTUniversal Health Realty Income TrustSH BEN INT277$10.9K<0.1%−57−17.1%ReducedHistory
BCCBoise Cascade CoCOM148$10.9K<0.1%−124−45.6%ReducedHistory
CERSCerus CorpCOM5,289$10.9K<0.1%+519+10.9%AddedHistory
YELPYelp IncCL A359$10.9K<0.1%+98+37.5%AddedHistory
CNMDCONMED CorpCOM269$10.9K<0.1%+201+295.6%AddedHistory
GDENNew Royal Holdco I Inc.COM403$11.0K<0.1%+403NewHistory
PEBPebblebrook Hotel TrustCOM969$11.0K<0.1%−32−3.2%ReducedHistory
ATNIATN International, Inc.COM482$11.0K<0.1%+144+42.6%AddedHistory
FTKFlotek Industries IncCOM NEW638$11.0K<0.1%+638NewHistory
iShares Inc464286632MSCI ISRAEL ETF100$11.0K<0.1%00.0%Unchanged–
VCVisteon CorpCOM NEW116$11.0K<0.1%−21−15.3%ReducedHistory
KREFKKR Real Estate Finance Trust Inc.COM1,342$11.0K<0.1%−1,997−59.8%ReducedHistory
COHUCohu IncCOM475$11.1K<0.1%−330−41.0%ReducedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS1,600$11.1K<0.1%+618+62.9%AddedHistory
RVMDRevolution Medicines, Inc.COM140$11.2K<0.1%+8+6.1%AddedHistory
ORRFOrrstown Financial Services IncCOM315$11.2K<0.1%−120−27.6%ReducedHistory
BRKRBruker CorpCOM237$11.2K<0.1%+21+9.7%AddedHistory
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$11.2K<0.1%00.0%Unchanged–
TRUPTrupanion, Inc.COM300$11.2K<0.1%+56+23.0%AddedHistory
TEOTelecom Argentina SASPON ADR REP B966$11.2K<0.1%−50−4.9%ReducedHistory
LAZLazard, Inc.COM231$11.2K<0.1%+10+4.5%AddedHistory
FDBCFidelity D & D Bancorp IncCOM258$11.2K<0.1%−4−1.5%ReducedHistory
GPREGreen Plains Inc.COM1,148$11.3K<0.1%−75−6.1%ReducedHistory
BGSB&G Foods, Inc.COM2,629$11.3K<0.1%−875−25.0%ReducedHistory
ELFe.l.f. Beauty, Inc.COM149$11.3K<0.1%+14+10.4%AddedHistory
CGONCG Oncology, Inc.COM273$11.3K<0.1%00.0%UnchangedHistory
BGCBGC Group, Inc.CL A1,272$11.4K<0.1%−6,109−82.8%ReducedHistory
UUUUEnergy Fuels IncCOM NEW783$11.4K<0.1%+46+6.2%AddedHistory
HLITHarmonic Inc.COM1,156$11.4K<0.1%+129+12.6%AddedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A2,805$11.5K<0.1%−6,100−68.5%ReducedHistory
CXCemex SAB de CVSPON ADR NEW1,005$11.5K<0.1%+103+11.4%AddedHistory
RGCRegencell Bioscience Holdings LtdORDINARY SHARES550$11.6K<0.1%+550NewHistory
MNROMonro, Inc.COM578$11.6K<0.1%+138+31.4%AddedHistory
iShares Tr46435G326CORE MSCI INTL141$11.6K<0.1%00.0%Unchanged–
PRDOPerdoceo Education CorpCOM398$11.7K<0.1%−67−14.4%ReducedHistory
BSRRSierra BancorpCOM358$11.7K<0.1%+243+211.3%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS661$11.8K<0.1%−64−8.8%ReducedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD893$11.8K<0.1%+885+11,062.5%AddedHistory
CBANColony Bankcorp IncCOM662$11.8K<0.1%−16−2.4%ReducedHistory
LEVILevi Strauss & CoCL A COM STK569$11.8K<0.1%+23+4.2%AddedHistory
ROGRogers CorpCOM129$11.8K<0.1%−47−26.7%ReducedHistory
AHRTAH Realty Trust, Inc.COM1,791$11.9K<0.1%−963−35.0%ReducedHistory
NBTXNanobiotix S.A.SPONSORED ADS514$11.9K<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45782C532US EQTY ULTRA B300$11.9K<0.1%00.0%Unchanged–
AVOMission Produce, Inc.COM1,026$11.9K<0.1%−88−7.9%ReducedHistory
PGYPagaya Technologies Ltd.CL A NEW570$11.9K<0.1%+45+8.6%AddedHistory
CZFSCitizens Financial Services IncCOM209$11.9K<0.1%−30−12.6%ReducedHistory
Flexshares Tr33939L779DISCP DUR MBS579$12.0K<0.1%00.0%Unchanged–
RMAXRE/MAX Holdings, Inc.CL A1,587$12.0K<0.1%+1,016+177.9%AddedHistory
EBEventbrite, Inc.COM CL A2,709$12.1K<0.1%−572−17.4%ReducedHistory
PLABPhotronics IncCOM377$12.1K<0.1%+44+13.2%AddedHistory
NEWTNewtekOne, Inc.COM NEW1,063$12.1K<0.1%−132−11.0%ReducedHistory
FRMIFermi Inc.COM1,509$12.1K<0.1%+1,509NewHistory
DOCSDoximity, Inc.CL A273$12.1K<0.1%−364−57.1%ReducedHistory
GBDCGolub Capital BDC, Inc.COM894$12.1K<0.1%+228+34.2%AddedHistory
NSITInsight Enterprises IncCOM149$12.1K<0.1%−378−71.7%ReducedHistory
LINCLincoln Educational Services CorpCOM504$12.2K<0.1%+489+3,260.0%AddedHistory
RALRalliant CorpStock240$12.2K<0.1%+113+89.0%AddedHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN490$12.3K<0.1%−6−1.2%Reduced–
PGENPrecigen, Inc.COM2,951$12.3K<0.1%−108−3.5%ReducedHistory
BWBBridgewater Bancshares IncCOM704$12.3K<0.1%−156−18.1%ReducedHistory
ALCOAlico, Inc.COM341$12.4K<0.1%−8−2.3%ReducedHistory
MTNVail Resorts IncCOM94$12.5K<0.1%−71−43.0%ReducedHistory
PSFEPaysafe LtdSHS1,547$12.5K<0.1%+74+5.0%AddedHistory
ACCOAcco Brands CorpCOM3,355$12.5K<0.1%−3,589−51.7%ReducedHistory
AESIAtlas Energy Solutions Inc.COM NEW1,331$12.5K<0.1%+43+3.3%AddedHistory
WLKWestlake CorpCOM170$12.6K<0.1%−27−13.7%ReducedHistory
CVGWCalavo Growers IncCOM578$12.6K<0.1%−178−23.5%ReducedHistory
SEMSelect Medical Holdings CorpCOM852$12.7K<0.1%+531+165.4%AddedHistory
GBXGreenbrier Companies IncStock271$12.7K<0.1%−186−40.7%ReducedHistory
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB276$12.7K<0.1%+263+2,023.1%AddedHistory
CMRCCommerce.com, Inc.COM SER 13,082$12.7K<0.1%+1,303+73.2%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF499$12.7K<0.1%+8+1.6%Added–
HBCPHome Bancorp, Inc.COM220$12.7K<0.1%−26−10.6%ReducedHistory
ITICInvestors Title CoCOM51$12.7K<0.1%00.0%UnchangedHistory
CASSCass Information Systems IncCOM307$12.7K<0.1%−181−37.1%ReducedHistory
NVTSNavitas Semiconductor CorpCOM1,788$12.8K<0.1%+777+76.9%AddedHistory
CNKCinemark Holdings, Inc.COM550$12.8K<0.1%−46−7.7%ReducedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW456$12.8K<0.1%+400+714.3%AddedHistory
OCFCOceanfirst Financial CorpCOM713$12.8K<0.1%−46−6.1%ReducedHistory
INBXInhibrx Biosciences, Inc.COM162$12.8K<0.1%+122+305.0%AddedHistory
POWIPower Integrations IncCOM361$12.8K<0.1%−21−5.5%ReducedHistory
IRMDIradimed CorpCOM132$12.8K<0.1%+65+97.0%AddedHistory
OMCLOmnicell, Inc.COM284$12.9K<0.1%−54−16.0%ReducedHistory

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