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.
- Positions
- 4,266
- −53 vs. Q3 2025
- Portfolio value
- $2.71B
- +$187.0M (+7.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IDTIdt Corp | CL B NEW | 10 | $512 | <0.1% | −47−82.5% | Reduced | History |
| SSTKShutterstock, Inc. | COM | 27 | $516 | <0.1% | −675−96.2% | Reduced | History |
| ACNTAscent Industries Co. | COM | 32 | $518 | <0.1% | +19+146.2% | Added | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 339 | $522 | <0.1% | +339 | New | History |
| MTLSMaterialise NV | SPONSORED ADS | 94 | $522 | <0.1% | +94 | New | History |
| PCTPureCycle Technologies, Inc. | COM | 61 | $524 | <0.1% | 00.0% | Unchanged | History |
| RICKRci Hospitality Holdings, Inc. | COM | 22 | $525 | <0.1% | −5−18.5% | Reduced | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 349 | $527 | <0.1% | +349 | New | History |
| RMNIRimini Street, Inc. | COM | 136 | $528 | <0.1% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 403 | $532 | <0.1% | +367+1,019.4% | Added | History |
| NOAHNoah Holdings Ltd | SPON ADS | 53 | $532 | <0.1% | +53 | New | History |
| FCCOFirst Community Corp | COM | 18 | $534 | <0.1% | −1−5.3% | Reduced | History |
| CZWICitizens Community Bancorp Inc. | COM | 30 | $535 | <0.1% | +12+66.7% | Added | History |
| ADArray Digital Infrastructure, Inc. | COM | 10 | $536 | <0.1% | −21−67.7% | Reduced | History |
| ESCAEscalade Inc | COM | 40 | $539 | <0.1% | −6−13.0% | Reduced | History |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 16 | $539 | <0.1% | +16 | New | – |
| KLTRKaltura Inc | COM | 334 | $548 | <0.1% | +233+230.7% | Added | History |
| ERIIEnergy Recovery, Inc. | COM | 41 | $553 | <0.1% | 00.0% | Unchanged | History |
| ONDSOndas Inc. | COM NEW | 57 | $556 | <0.1% | +57 | New | History |
| GENCGencor Industries Inc | COM | 43 | $557 | <0.1% | −39−47.6% | Reduced | History |
| SBFGSB Financial Group, Inc. | COM | 25 | $557 | <0.1% | −31−55.4% | Reduced | History |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 10 | $563 | <0.1% | 00.0% | Unchanged | – |
| NAVNNavan, Inc. | CL A | 33 | $564 | <0.1% | +33 | New | History |
| OGIOrganigram Global Inc. | COM | 337 | $566 | <0.1% | 00.0% | Unchanged | History |
| SVCOSilvaco Group, Inc. | COM | 140 | $567 | <0.1% | −73−34.3% | Reduced | History |
| NMRANeumora Therapeutics, Inc. | COM | 319 | $571 | <0.1% | −17−5.1% | Reduced | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 31 | $571 | <0.1% | +8+34.8% | Added | History |
| ABUSArbutus Biopharma Corp | COM | 119 | $572 | <0.1% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 72 | $572 | <0.1% | 00.0% | Unchanged | History |
| GCBCGreene County Bancorp Inc | COM | 26 | $578 | <0.1% | −14−35.0% | Reduced | History |
| HUYAHUYA Inc. | ADS REP SHS A | 201 | $579 | <0.1% | +83+70.3% | Added | History |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 120 | $582 | <0.1% | 00.0% | Unchanged | History |
| LFMDLifeMD, Inc. | COM | 171 | $583 | <0.1% | −178−51.0% | Reduced | History |
| CRD.ACrawford & Co | CL A | 52 | $585 | <0.1% | −8−13.3% | Reduced | History |
| MBIMbia Inc | COM | 82 | $587 | <0.1% | 00.0% | Unchanged | History |
| MDLNMedline Inc. | COM CL A | 14 | $588 | <0.1% | +14 | New | History |
| NVECNve Corp | COM NEW | 10 | $593 | <0.1% | −24−70.6% | Reduced | History |
| CVLGCovenant Logistics Group, Inc. | CL A | 27 | $594 | <0.1% | −7−20.6% | Reduced | History |
| RGCORGC Resources Inc | COM | 28 | $597 | <0.1% | −7−20.0% | Reduced | History |
| ALTIAlTi Global, Inc. | CL A | 129 | $599 | <0.1% | +4+3.2% | Added | History |
| HSTMHealthstream Inc | COM | 26 | $600 | <0.1% | −354−93.2% | Reduced | History |
| LARLithium Argentina AG | Stock | 109 | $608 | <0.1% | +7+6.9% | Added | History |
| CLPRClipper Realty Inc. | COM | 160 | $611 | <0.1% | −114−41.6% | Reduced | History |
| PACKRanpak Holdings Corp. | COM CL A | 114 | $617 | <0.1% | −152−57.1% | Reduced | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 26 | $618 | <0.1% | −42−61.8% | Reduced | History |
| LTBRLIGHTBRIDGE Corp | COM | 49 | $619 | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 21 | $623 | <0.1% | 00.0% | Unchanged | – |
| ACREAres Commercial Real Estate Corp | COM | 131 | $626 | <0.1% | +97+285.3% | Added | History |
| CLWClearwater Paper Corp | COM | 36 | $626 | <0.1% | −28−43.8% | Reduced | History |
| Fidelity High Dividend ETF316092840 | ETF | 11 | $627 | <0.1% | 00.0% | Unchanged | – |
| RXTRackspace Technology, Inc. | COM | 647 | $628 | <0.1% | −414−39.0% | Reduced | History |
| AAPGAscentage Pharma Group International | SPONSORED ADS | 24 | $630 | <0.1% | −43−64.2% | Reduced | History |
| MASS908 Devices Inc. | COM | 120 | $631 | <0.1% | −255−68.0% | Reduced | History |
| ULCCFrontier Group Holdings, Inc. | COM | 134 | $631 | <0.1% | −210−61.0% | Reduced | History |
| SPOKSpok Holdings, Inc | COM | 48 | $633 | <0.1% | −85−63.9% | Reduced | History |
| BRCCBRC Inc. | COM CL A | 572 | $635 | <0.1% | +180+45.9% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 103 | $636 | <0.1% | −989−90.6% | Reduced | History |
| KSCPKnightscope, Inc. | CL A NEW | 172 | $638 | <0.1% | −87−33.6% | Reduced | History |
| FSUNFirstsun Capital Bancorp | COM | 17 | $640 | <0.1% | −80−82.5% | Reduced | History |
| EVTLVertical Aerospace Ltd. | SHS NEW | 120 | $640 | <0.1% | 00.0% | Unchanged | History |
| OOMAOoma Inc | COM | 55 | $645 | <0.1% | +19+52.8% | Added | History |
| MKTWMarketwise, Inc. | COM NEW CL A | 43 | $646 | <0.1% | −7−14.0% | Reduced | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8 | $646 | <0.1% | 00.0% | Unchanged | – |
| PNTGPennant Group, Inc. | COM | 23 | $647 | <0.1% | +23 | New | History |
| APIAgora, Inc. | ADS | 159 | $647 | <0.1% | −59−27.1% | Reduced | History |
| TCXTucows Inc | COM NEW | 29 | $650 | <0.1% | +8+38.1% | Added | History |
| ASPSAltisource Portfolio Solutions S.A. | SHS NEW | 94 | $653 | <0.1% | 00.0% | Unchanged | History |
| GNLXGENELUX Corp | COM | 150 | $654 | <0.1% | 00.0% | Unchanged | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 281 | $662 | <0.1% | +113+67.3% | Added | History |
| FMAOFarmers & Merchants Bancorp Inc | COM | 27 | $667 | <0.1% | +14+107.7% | Added | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 20 | $678 | <0.1% | −38−65.5% | Reduced | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 27 | $682 | <0.1% | 00.0% | Unchanged | – |
| ACTGAcacia Research Corp | ACACIA TCH COM | 184 | $689 | <0.1% | +22+13.6% | Added | History |
| WBTNWEBTOON Entertainment Inc. | COM | 53 | $691 | <0.1% | 00.0% | Unchanged | History |
| TCMDTactile Systems Technology Inc | COM | 24 | $696 | <0.1% | +9+60.0% | Added | History |
| EPSNEpsilon Energy Ltd. | COM | 152 | $705 | <0.1% | +30+24.6% | Added | History |
| GLLProShares Trust II | ULTRASHORT GOLD | 27 | $706 | <0.1% | +27 | New | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 64 | $707 | <0.1% | −497−88.6% | Reduced | History |
| SIBNSI-BONE, Inc. | COM | 36 | $710 | <0.1% | −33−47.8% | Reduced | History |
| ABSIAbsci Corp | COM | 204 | $712 | <0.1% | 00.0% | Unchanged | History |
| MBOTMicrobot Medical Inc. | COM NEW | 357 | $714 | <0.1% | 00.0% | Unchanged | History |
| Meridian Bank587405101 | COM | 41 | $721 | <0.1% | +19+86.4% | Added | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 51 | $725 | <0.1% | +1+2.0% | Added | History |
| NWFLNorwood Financial Corp | COM | 26 | $729 | <0.1% | +3+13.0% | Added | History |
| HAFNHafnia Ltd | ORD SHS | 137 | $730 | <0.1% | 00.0% | Unchanged | History |
| PFISPeoples Financial Services Corp. | COM | 15 | $731 | <0.1% | −187−92.6% | Reduced | History |
| MGMistras Group, Inc. | COM | 58 | $734 | <0.1% | −118−67.0% | Reduced | History |
| STXSStereotaxis, Inc. | COM NEW | 322 | $740 | <0.1% | 00.0% | Unchanged | History |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 74 | $742 | <0.1% | +51+221.7% | Added | History |
| IQiQIYI, Inc. | SPONSORED ADS | 387 | $743 | <0.1% | +146+60.6% | Added | History |
| LMNRLimoneira CO | COM | 59 | $745 | <0.1% | −527−89.9% | Reduced | History |
| HIPOHippo Holdings Inc. | COM NEW | 25 | $752 | <0.1% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 98 | $761 | <0.1% | −156−61.4% | Reduced | History |
| SVCService Properties Trust | COM SH BEN INT | 414 | $762 | <0.1% | −1,232−74.8% | Reduced | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 107 | $766 | <0.1% | 00.0% | Unchanged | History |
| LCNBLCNB Corp | COM | 47 | $771 | <0.1% | −1−2.1% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 56 | $773 | <0.1% | −100−64.1% | Reduced | History |
| NGSNatural Gas Services Group Inc | COM | 23 | $774 | <0.1% | +11+91.7% | Added | History |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 18 | $775 | <0.1% | 00.0% | Unchanged | – |
| EXFYExpensify, Inc. | COM CL A | 513 | $775 | <0.1% | −175−25.4% | Reduced | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $2.05M | – |
| Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQ | Stock | – | $1.84M |
| Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XX | Stock | $1.28M | – |
| Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SS | Stock | – | $34.0K |
| PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WU | Stock | – | $31.9K |
| Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LH | Stock | – | $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.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PNFPPinnacle Financial Partners, Inc. | COM | 20,320 | $1.91M | 0.1% | History |
| AMCRAmcor plc | ORD | 201,053 | $1.64M | 0.1% | History |
| Direxion Shs ETF Tr25461A494 | DAILY TECHNOLOGY | 45,596 | $881.8K | <0.1% | – |
| Direxion Daily Semiconductor Bear 3X Shares25460G112 | ETF | 140,023 | $723.9K | <0.1% | – |
| ProShares Tr74347G192 | ULTRAPRO SHT QQQ | 39,558 | $602.5K | <0.1% | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 19,966 | $565.8K | <0.1% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,232 | $554.8K | <0.1% | History |
| Emx Rty Corp26873J107 | COM | 97,900 | $504.2K | <0.1% | – |
| COOPMaverick Merger Sub 2, LLC | COM | 1,694 | $357.1K | <0.1% | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 11,058 | $344.6K | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 4,531 | $268.6K | <0.1% | History |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 10,893 | $230.2K | <0.1% | History |
| SORSource Capital | CEF | 4,916 | $221.3K | <0.1% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 1,974 | $210.6K | <0.1% | History |
| TYTRI-CONTINENTAL Corp | COM | 6,137 | $208.7K | <0.1% | History |
| ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund | COM | 7,342 | $202.3K | <0.1% | History |
| Direxion Shs ETF Tr25460E232 | DAILY SM CP BEAR | 21,009 | $172.5K | <0.1% | – |
| FFAFirst Trust Enhanced Equity Income Fund | COM | 7,993 | $172.0K | <0.1% | History |
| Timothy Plan887432284 | US LARGE MID CP | 6,225 | $171.5K | <0.1% | – |
| KKellanova | Stock | 1,438 | $118.0K | <0.1% | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 7,392 | $117.5K | <0.1% | History |
| ALEAllete Inc | COM NEW | 1,725 | $114.5K | <0.1% | History |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 3,900 | $107.1K | <0.1% | History |
| iShares Tr464287515 | EXPANDED TECH | 920 | $105.8K | <0.1% | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 3,898 | $105.0K | <0.1% | – |
| LNWOLight & Wonder, Inc. | COM | 1,170 | $98.2K | <0.1% | History |
| QGENQiagen N.V. | COMMON STOCK | 2,184 | $97.6K | <0.1% | History |
| ETF Ser Solutions26922A321 | DISTILLATE US | 1,643 | $95.2K | <0.1% | – |
| Timothy Plan887432276 | HIGH DIVIDEND | 3,465 | $90.5K | <0.1% | – |
| WNSWNS (Holdings) Ltd | COM SHS | 1,164 | $88.8K | <0.1% | History |
| ProShares Ultrapro Short S&P50074349Y845 | ETF | 6,354 | $85.8K | <0.1% | – |
| PINCPremier, Inc. | CL A | 2,798 | $77.8K | <0.1% | History |
| Direxion Shares ETF Trust25460E190 | DA 500 BE 3X ETF | 2,006 | $76.2K | <0.1% | – |
| Dole PLC Ord Shs256603101 | Stock | 4,338 | $58.3K | <0.1% | – |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 10,000 | $57.7K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 860 | $54.7K | <0.1% | – |
| VBTXVeritex Holdings, Inc. | COM | 1,510 | $50.6K | <0.1% | History |
| BRYBerry Corp (bry) | COM | 11,844 | $44.8K | <0.1% | History |
| HSIIHeidrick & Struggles International Inc | COM | 819 | $40.8K | <0.1% | History |
| Copel-ADR20441B605 | ADR | 4,095 | $40.1K | <0.1% | – |
| INFAInformatica Inc. | COM CL A | 1,574 | $39.1K | <0.1% | History |
| SCSSteelcase Inc | CL A | 2,209 | $38.0K | <0.1% | History |
| VRNTVerint Systems Inc | COM | 1,855 | $37.6K | <0.1% | History |
| IPGInterpublic Group of Companies, Inc. | COM | 1,283 | $35.8K | <0.1% | History |
| Capital Grp Fixed Incm ETF T14020Y888 | ULTRA SHORT ETF | 1,184 | $29.9K | <0.1% | – |
| HBIHanesbrands Inc. | COM | 3,651 | $24.1K | <0.1% | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 1,701 | $20.8K | <0.1% | – |
| MRCMRC Global Inc. | COM | 1,301 | $18.8K | <0.1% | History |
| SRDXSurmodics Inc | COM | 562 | $16.8K | <0.1% | History |
| GNTYGuaranty Bancshares Inc | COM | 284 | $13.8K | <0.1% | History |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 350 | $13.6K | <0.1% | – |
| HONEHarborOne Bancorp, Inc. | COM NEW | 954 | $13.0K | <0.1% | History |
| iShares Tr464288117 | INTL TREA BD ETF | 267 | $11.4K | <0.1% | – |
| PROPROS Holdings, Inc. | COM | 470 | $10.8K | <0.1% | History |
| PKEPark Aerospace Corp | COM | 504 | $10.3K | <0.1% | History |
| MSBMesabi Trust | CTF BEN INT | 345 | $9.96K | <0.1% | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 257 | $9.92K | <0.1% | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 280 | $9.26K | <0.1% | – |
| TRMLTourmaline Bio, Inc. | COM | 183 | $8.75K | <0.1% | History |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 250 | $8.17K | <0.1% | – |
| FOXFFox Factory Holding Corp | COM | 320 | $7.77K | <0.1% | History |
| FCFranklin Covey Co | COM | 395 | $7.67K | <0.1% | History |
| ODPODP Corp | COM | 269 | $7.49K | <0.1% | History |
| Direxion Shs ETF Tr25461A858 | DAILY AMZN BL1.5 | 200 | $6.96K | <0.1% | – |
| WYHGWing Yip Food Holdings Group Ltd | ADS | 4,723 | $6.09K | <0.1% | History |
| VTLEVital Energy, Inc. | COM | 324 | $5.47K | <0.1% | History |
| AVDXAvidXchange Holdings, Inc. | COM | 537 | $5.34K | <0.1% | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 112 | $4.85K | <0.1% | – |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 372 | $4.66K | <0.1% | – |
| SLMTBrera Holdings PLC | CLASS B ORD | 150 | $4.50K | <0.1% | History |
| ASPNAspen Aerogels Inc | COM | 641 | $4.46K | <0.1% | History |
| KOSKosmos Energy Ltd. | COM | 2,682 | $4.45K | <0.1% | History |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 180 | $4.44K | <0.1% | – |
| ETNB89bio, Inc. | COM | 294 | $4.32K | <0.1% | History |
| KRROKorro Bio, Inc. | COM | 89 | $4.26K | <0.1% | History |
| IASIntegral Ad Science Holding Corp. | COM | 398 | $4.05K | <0.1% | History |
| HNVRHanover Bancorp, Inc. | COM NEW | 180 | $4.04K | <0.1% | History |
| Global X FDS37954Y780 | INTERNET OF THNG | 103 | $4.02K | <0.1% | – |
| PHLTPerformant Healthcare Inc | COM | 507 | $3.92K | <0.1% | History |
| HSAIHesai Group | SPONSORED ADS | 137 | $3.85K | <0.1% | History |
| MTSRMetsera, Inc. | COM | 72 | $3.77K | <0.1% | History |
| PARPar Technology Corp | COM | 88 | $3.48K | <0.1% | History |
| TURBTurbo Energy, S.A. | SPON ADS | 611 | $3.29K | <0.1% | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 363 | $3.15K | <0.1% | History |
| ZIMVZimVie Inc. | Stock | 164 | $3.11K | <0.1% | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 100 | $3.10K | <0.1% | – |
| MGRMMonogram Technologies Inc. | COM | 511 | $3.00K | <0.1% | History |
| AKROAkero Therapeutics, Inc. | COM | 60 | $2.85K | <0.1% | History |
| CCMConcord Medical Services Holdings Ltd | SPON ADR CL A | 440 | $2.70K | <0.1% | History |
| HTTHigh Templar Tech Ltd | SPON ADS | 610 | $2.60K | <0.1% | History |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 50 | $2.58K | <0.1% | – |
| Oneconnect Finl Technology C68248T204 | SPONSORED ADS | 338 | $2.56K | <0.1% | – |
| PBPBPotbelly Corp | COM | 149 | $2.54K | <0.1% | History |
| HEPSD-MARKET Electronic Services & Trading | SPONSORED ADS | 912 | $2.45K | <0.1% | History |
| LMBLimbach Holdings, Inc. | COM | 23 | $2.23K | <0.1% | History |
| TICTIC Solutions, Inc. | COM | 163 | $2.17K | <0.1% | History |
| TOURTuniu Corp | SPONSORED ADS A | 2,216 | $2.11K | <0.1% | History |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 52 | $2.09K | <0.1% | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 41 | $1.99K | <0.1% | – |
| IROQIF Bancorp, Inc. | COM | 75 | $1.94K | <0.1% | History |