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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
ALECAlector, Inc.COM504$786<0.1%−684−57.6%ReducedHistory
AARDAardvark Therapeutics, Inc.COM60$788<0.1%00.0%UnchangedHistory
MBXMBX Biosciences, Inc.COM25$789<0.1%+2+8.7%AddedHistory
GETYGetty Images Holdings, Inc.CL A COM590$791<0.1%−438−42.6%ReducedHistory
GRPNGroupon, Inc.COM NEW45$792<0.1%+22+95.7%AddedHistory
TRNSTranscat IncCOM14$794<0.1%+11+366.7%AddedHistory
OLPXOlaplex Holdings, Inc.COM597$800<0.1%−1,729−74.3%ReducedHistory
CURICuriosityStream Inc.COM CL A211$802<0.1%−6−2.8%ReducedHistory
Abrdn ETFs003261203BBRG ALL COMMDY26$805<0.1%00.0%Unchanged–
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$809<0.1%00.0%Unchanged–
ABXAbacus Global Management, Inc.CL A95$813<0.1%−73−43.5%ReducedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN29$818<0.1%−35−54.7%ReducedHistory
SIONSionna Therapeutics, Inc.COM20$823<0.1%00.0%UnchangedHistory
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS20$826<0.1%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM641$833<0.1%−1,104−63.3%ReducedHistory
RVSBRiverview Bancorp IncCOM166$833<0.1%+38+29.7%AddedHistory
FETHFidelity Ethereum FundSHS28$835<0.1%00.0%UnchangedHistory
AEYEAudioeye IncCOM NEW84$839<0.1%−8−8.7%ReducedHistory
INSEInspired Entertainment, Inc.COM90$843<0.1%+37+69.8%AddedHistory
IMXIInternational Money Express, Inc.COM55$845<0.1%+5+10.0%AddedHistory
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%00.0%UnchangedHistory
IIPRInnovative Industrial Properties IncCOM18$852<0.1%−78−81.3%ReducedHistory
BFINBankFinancial CORPCOM71$852<0.1%+22+44.9%AddedHistory
SWIMLatham Group, Inc.COM135$857<0.1%−31−18.7%ReducedHistory
ABOSAcumen Pharmaceuticals, Inc.COM407$859<0.1%00.0%UnchangedHistory
SPCEVirgin Galactic Holdings, IncStock268$860<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS90$860<0.1%00.0%UnchangedHistory
AGENAgenus IncCOM NEW274$860<0.1%00.0%UnchangedHistory
VALNValneva SESPONSORED ADS98$864<0.1%−2−2.0%ReducedHistory
GAMEGameSquare Holdings, Inc.COM2,265$872<0.1%00.0%UnchangedHistory
EDITEditas Medicine, Inc.COM426$873<0.1%−21−4.7%ReducedHistory
ALTGAlta Equipment Group Inc.COMMON STOCK190$874<0.1%+64+50.8%AddedHistory
PALProficient Auto Logistics, IncCOM91$878<0.1%+13+16.7%AddedHistory
SOCSable Offshore Corp.COM SHS98$884<0.1%−285−74.4%ReducedHistory
FORRForrester Research, Inc.COM109$885<0.1%−133−55.0%ReducedHistory
THTarget Hospitality Corp.COM111$889<0.1%−66−37.3%ReducedHistory
PLBCPlumas BancorpCOM20$893<0.1%−878−97.8%ReducedHistory
SHAKShake Shack Inc.CL A11$893<0.1%−133−92.4%ReducedHistory
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%00.0%UnchangedHistory
RCReady Capital CorpCOM416$907<0.1%+416NewHistory
NGNENeurogene Inc.COM44$907<0.1%00.0%UnchangedHistory
XRXXerox Holdings CorpCOM NEW383$908<0.1%−144−27.3%ReducedHistory
SHOEShoe Station Group IncCOM54$912<0.1%−136−71.6%ReducedHistory
GPMTGranite Point Mortgage Trust Inc.COM STK386$926<0.1%−126−24.6%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM34$926<0.1%−28−45.2%ReducedHistory
PIMCO ETF Tr72201R619PREFERRED AND CP18$927<0.1%−40−69.0%Reduced–
OMOutset Medical, Inc.COM NEW250$927<0.1%+206+468.2%AddedHistory
ODCOil-Dri Corp of AmericaCOM19$930<0.1%−1−5.0%ReducedHistory
PRTHPriority Technology Holdings, Inc.COM171$932<0.1%−1,389−89.0%ReducedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$938<0.1%00.0%Unchanged–
CERTCertara, Inc.COM107$943<0.1%−331−75.6%ReducedHistory
OCULOcular Therapeutix, IncCOM78$947<0.1%−2−2.5%ReducedHistory
XPELXPEL, Inc.COM19$948<0.1%00.0%UnchangedHistory
CLLSCellectis S.A.SPON ADS196$949<0.1%00.0%UnchangedHistory
BBCPConcrete Pumping Holdings, Inc.COM143$960<0.1%−51−26.3%ReducedHistory
CCOICogent Communications Holdings, Inc.COM NEW45$970<0.1%−125−73.5%ReducedHistory
BPRNPrinceton Bancorp, Inc.COM28$971<0.1%+9+47.4%AddedHistory
REPLReplimune Group, Inc.COM100$972<0.1%00.0%UnchangedHistory
PKOHPark Ohio Holdings CorpCOM47$984<0.1%+2+4.4%AddedHistory
SLQTSelectQuote, Inc.COM698$984<0.1%−1,651−70.3%ReducedHistory
CLARClarus CorpCOM294$985<0.1%−33−10.1%ReducedHistory
CARSCars.com Inc.COM81$988<0.1%−63−43.8%ReducedHistory
AMALAmalgamated Financial Corp.COM31$993<0.1%−30−49.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%+50New–
FPIFarmland Partners Inc.COM103$998<0.1%−1,703−94.3%ReducedHistory
VNOMViper Energy, Inc.CL A26$1.00K<0.1%−598−95.8%ReducedHistory
FVCBFVCBankcorp, Inc.COM73$1.01K<0.1%+18+32.7%AddedHistory
Federated Hermes ETF Trust31423L883ENHANCED INCOME20$1.02K<0.1%+20New–
WisdomTree Tr97717W315EMER MKT HIGH FD22$1.03K<0.1%00.0%Unchanged–
CVGICommercial Vehicle Group, Inc.COM717$1.03K<0.1%−367−33.9%ReducedHistory
EFSIEagle Financial Services IncCOM26$1.03K<0.1%−6−18.8%ReducedHistory
BVBrightView Holdings, Inc.COM82$1.04K<0.1%−241−74.6%ReducedHistory
FENCFennec Pharmaceuticals Inc.COM135$1.04K<0.1%00.0%UnchangedHistory
LYRALyra Therapeutics, Inc.COM NEW338$1.04K<0.1%−7−2.0%ReducedHistory
FIGFigma, Inc.Stock28$1.05K<0.1%+28NewHistory
LKFTLakefront Biotherapeutics NVSPON ADR32$1.05K<0.1%−277−89.6%ReducedHistory
MPAAMotorcar Parts of America IncCOM86$1.06K<0.1%−26−23.2%ReducedHistory
ULHUniversal Logistics Holdings, Inc.COM70$1.06K<0.1%−28−28.6%ReducedHistory
TCBXThird Coast Bancshares, Inc.COM28$1.06K<0.1%−187−87.0%ReducedHistory
Orla MNG Ltd New68634K106COM79$1.06K<0.1%+79New–
SGSweetgreen, Inc.COM CL A158$1.07K<0.1%+158NewHistory
DNTHDianthus Therapeutics, Inc.COM26$1.07K<0.1%00.0%UnchangedHistory
NLNli Holdings, Inc.COM NEW196$1.07K<0.1%−9−4.4%ReducedHistory
DFINDonnelley Financial Solutions, Inc.COM23$1.07K<0.1%−8−25.8%ReducedHistory
GBTGGlobal Business Travel Group, Inc.COM CL A141$1.08K<0.1%−53−27.3%ReducedHistory
GAMGeneral American Investors Co IncCOM18$1.08K<0.1%+1+5.9%AddedHistory
CSTLCastle Biosciences IncCOM28$1.09K<0.1%+8+40.0%AddedHistory
RDNWRideNow Group, Inc.COM CL B198$1.09K<0.1%−15−7.0%ReducedHistory
TNYATenaya Therapeutics, Inc.COM1,541$1.10K<0.1%−1,088−41.4%ReducedHistory
OTLKOutlook Therapeutics, Inc.Stock696$1.10K<0.1%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM42$1.10K<0.1%−2−4.5%ReducedHistory
ASLEAerSale CorpCOM156$1.11K<0.1%−203−56.5%ReducedHistory
SLDESlide Insurance Holdings, Inc.COM57$1.11K<0.1%+57NewHistory
BLZEBackblaze, Inc.COM CL A238$1.11K<0.1%+43+22.1%AddedHistory
RPTRithm Property Trust Inc.COM NEW SHS67$1.11K<0.1%−55−44.9%ReducedConverted for a 1-for-6 splitHistory
iShares Inc464286392MSCI WORLD ETF6$1.11K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1.12K<0.1%00.0%Unchanged–
VYGRVoyager Therapeutics, Inc.COM285$1.12K<0.1%00.0%UnchangedHistory
FNLCFirst Bancorp, IncCOM43$1.14K<0.1%−385−90.0%ReducedHistory
CANGCango Inc.ORD CL A765$1.15K<0.1%−1,231−61.7%ReducedConverted for a 2-for-1 splitHistory

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