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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
HURATuHURA Biosciences, Inc.COM65$49<0.1%−5−7.1%ReducedHistory
HCATHealth Catalyst, Inc.COM21$50<0.1%+21NewHistory
VERAVera Therapeutics, Inc.CL A1$51<0.1%+1NewHistory
KRUSKura Sushi USA, Inc.CL A COM1$52<0.1%−67−98.5%ReducedHistory
EVOEvotec SESPONSORED ADS17$52<0.1%−119−87.5%ReducedHistory
OPADOfferpad Solutions Inc.COM CL A43$52<0.1%00.0%UnchangedHistory
LVWRLiveWire Group, Inc.COM12$53<0.1%00.0%UnchangedHistory
MPTIM-tron Industries, Inc.COM1$53<0.1%00.0%UnchangedHistory
LNZALanzaTech Global, Inc.COM NEW4$55<0.1%−1−20.0%ReducedHistory
AIRTAir T IncCOM3$56<0.1%+3NewHistory
PSIXPower Solutions International, Inc.Stock1$57<0.1%+1NewHistory
CXDOCrexendo, Inc.COM9$58<0.1%+6+200.0%AddedHistory
SGCSuperior Group of Companies, Inc.COM6$58<0.1%−17−73.9%ReducedHistory
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL2$58<0.1%00.0%Unchanged–
DSPViant Technology Inc.COM CL A5$60<0.1%+5NewHistory
BRBSBlue Ridge Bankshares, Inc.COM14$60<0.1%−464−97.1%ReducedHistory
TMCITreace Medical Concepts, Inc.COM25$61<0.1%−280−91.8%ReducedHistory
CARLCarlsmed, Inc.COM5$62<0.1%+5NewHistory
TRAKReposiTrak, Inc.COM NEW5$62<0.1%−3−37.5%ReducedHistory
SRBKSR Bancorp, Inc.COM4$63<0.1%00.0%UnchangedHistory
ARLAmerican Realty Investors IncCOM4$64<0.1%00.0%UnchangedHistory
ONEWOneWater Marine Inc.CL A COM6$65<0.1%−20−76.9%ReducedHistory
CHPTChargePoint Holdings, Inc.Stock10$66<0.1%00.0%UnchangedHistory
CLPTClearPoint Neuro, Inc.COM5$68<0.1%00.0%UnchangedHistory
GBFHGBank Financial Holdings Inc.COM2$68<0.1%−5−71.4%ReducedHistory
IBTAIbotta, Inc.CLASS A COM SHS3$68<0.1%−80−96.4%ReducedHistory
STRSStratus Properties IncCOM NEW3$72<0.1%+1+50.0%AddedHistory
OSUROrasure Technologies IncCOM30$73<0.1%−1,078−97.3%ReducedHistory
SBDSSolo Brands, Inc.COM CL A NEW12$73<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM90$74<0.1%−382−80.9%ReducedHistory
IMMPIMMUTEP LtdSPONSORED ADS26$74<0.1%00.0%UnchangedHistory
CIG.CEnergy Co of Minas GeraisSPONSORED ADR29$75<0.1%00.0%UnchangedHistory
BKTIBK Technologies CorpCOM NEW1$75<0.1%+1NewHistory
FUNCFirst United CorpCOM2$75<0.1%−16−88.9%ReducedHistory
TRVGtrivago N.V.SPON ADS A SHS26$75<0.1%00.0%UnchangedHistory
EPACEnerpac Tool Group CorpCL A COM2$76<0.1%+2NewHistory
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$76<0.1%00.0%Unchanged–
CHGGChegg, IncCOM82$76<0.1%−62−43.1%ReducedHistory
FXNCFirst National CorpCOM3$76<0.1%+1+50.0%AddedHistory
GCT Semiconductor Holding, Inc.20607V106COM CL A65$78<0.1%−90−58.1%Reduced–
AIXIXiao-I CorpADS190$78<0.1%00.0%UnchangedHistory
LARKLandmark Bancorp IncCOM3$79<0.1%−1−25.0%ReducedHistory
SEATVivid Seats Inc.COM CL A11$79<0.1%−1−8.3%ReducedHistory
KROKronos Worldwide IncCOM18$80<0.1%−4−18.2%ReducedHistory
DOUGDouglas Elliman Inc.COM34$81<0.1%+34NewHistory
ZVRAZevra Therapeutics, Inc.COM NEW9$81<0.1%+2+28.6%AddedHistory
Thrivent ETF Trust88588G109SMAL MID CAP ETF2$83<0.1%+2New–
AMCAMC Entertainment Holdings, Inc.CL A NEW53$83<0.1%+18+51.4%AddedHistory
PHATPhathom Pharmaceuticals, Inc.COM5$83<0.1%−66−93.0%ReducedHistory
SLNDSouthland Holdings, Inc.COM25$83<0.1%−26−51.0%ReducedHistory
RDWRedwire CorpStock11$84<0.1%−12−52.2%ReducedHistory
ACRACRES Commercial Realty Corp.COM NEW4$85<0.1%00.0%UnchangedHistory
Victory Portfolios II92647N824VCSHS US EQ INCM1$86<0.1%−200−99.5%Reduced–
EZPZFranklin Crypto TrustETP4$86<0.1%00.0%UnchangedHistory
ATEXAnterix Inc.COM4$87<0.1%−49−92.5%ReducedHistory
TYGTortoise Energy Infrastructure CorpCOM2$87<0.1%00.0%UnchangedHistory
MPXMarine Products Group, LLCCOM10$88<0.1%−4−28.6%ReducedHistory
STRWStrawberry Fields REIT, Inc.COM7$91<0.1%−266−97.4%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF4$92<0.1%+1+33.3%Added–
WEYSWeyco Group IncCOM3$92<0.1%−1−25.0%ReducedHistory
CIXCompx International IncCL A4$94<0.1%−4−50.0%ReducedHistory
Kraneshares Tr500767835MSCI ALL CHINA6$95<0.1%+1+20.0%Added–
BTAIQBioXcel Therapeutics, Inc.COM NEW60$96<0.1%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM49$96<0.1%−180−78.6%ReducedHistory
Goldman Sachs ETF Tr381430396JUST US LRG CP1$97<0.1%00.0%Unchanged–
MYPSPLAYSTUDIOS, Inc.CLASS A COM150$98<0.1%−835−84.8%ReducedHistory
SWBISmith & Wesson Brands, Inc.COM10$99<0.1%−30−75.0%ReducedHistory
EVIEvi Industries, Inc.COM4$99<0.1%00.0%UnchangedHistory
SIShoulder Innovations, Inc.COMMON STOCK7$100<0.1%+7NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%Unchanged–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%Unchanged–
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$101<0.1%00.0%Unchanged–
WisdomTree Tr97717W208US HIGH DIVIDEND1$102<0.1%00.0%Unchanged–
FRDFriedman Industries IncCOM5$102<0.1%00.0%UnchangedHistory
TALKTalkspace, Inc.COM28$102<0.1%00.0%UnchangedHistory
AOMRAngel Oak Mortgage REIT, Inc.COM12$103<0.1%−36−75.0%ReducedHistory
ADEAAdeia Inc.COM6$104<0.1%−106−94.6%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM9$105<0.1%+9NewHistory
GLSIGreenwich LifeSciences, Inc.COM5$105<0.1%−27−84.4%ReducedHistory
MOLNMolecular Partners AGADS24$105<0.1%−131−84.5%ReducedHistory
FSPFranklin Street Properties CorpCOM112$106<0.1%+21+23.1%AddedHistory
CEVACeva IncCOM5$108<0.1%−15−75.0%ReducedHistory
iShares Inc464286509MSCI CDA ETF2$108<0.1%00.0%Unchanged–
BBSIBarrett Business Services IncCOM3$109<0.1%−391−99.2%ReducedHistory
STEXStreamex Corp.COM36$109<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R549SP O&G EQP SERV1$115<0.1%00.0%Unchanged–
CRMDCorMedix Inc.COM10$116<0.1%−1−9.1%ReducedHistory
TEADTeads Holding Co.COM165$116<0.1%+129+358.3%AddedHistory
Kuke Music Hldg Ltd501229108SPONSORED ADS5,831$117<0.1%−1,460−20.0%Reduced–
UBFOUnited Security BancsharesCOM12$121<0.1%−1−7.7%ReducedHistory
DXFEason Technology LtdCOM80$122<0.1%−341−81.0%ReducedHistory
ZSPCzSpace, Inc.COM263$123<0.1%+263NewHistory
ATYRaTYR PHARMA INCCOM NEW161$126<0.1%+161NewHistory
INMBInmune Bio, Inc.COM81$126<0.1%+81NewHistory
BTMDbiote Corp.CLASS A COM49$128<0.1%−6−10.9%ReducedHistory
AKAA.K.A. Brands Holding Corp.COM12$128<0.1%−3−20.0%ReducedHistory
IONRioneer LtdADS27$130<0.1%−1,034−97.5%ReducedHistory
PDLBPonce Financial Group, Inc.COMMON STOCK8$131<0.1%+2+33.3%AddedHistory
WisdomTree Tr97717X511YIELD ENHANCD US3$132<0.1%00.0%Unchanged–
GENVRGen Digital Inc.COM29$132<0.1%00.0%UnchangedHistory

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