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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
ACHAccendra Health IncStock780$2.18K<0.1%+354+83.1%AddedHistory
TLSTelos CorpCOM431$2.20K<0.1%−211−32.9%ReducedHistory
PRCTPROCEPT BioRobotics CorpCOM70$2.20K<0.1%+25+55.6%AddedHistory
AMNAmn Healthcare Services IncCOM140$2.21K<0.1%−119−45.9%ReducedHistory
MNRMach Natural Resources LPCOM UN LT PA IN200$2.21K<0.1%00.0%UnchangedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM1,644$2.22K<0.1%−949−36.6%ReducedHistory
VLGEAVillage Super Market IncCL A NEW63$2.24K<0.1%−20−24.1%ReducedHistory
CBLLCeribell, Inc.COM102$2.24K<0.1%+101+10,100.0%AddedHistory
INDIindie Semiconductor, Inc.CLASS A COM634$2.24K<0.1%00.0%UnchangedHistory
OTLYOatly Group ABSPONSORED ADS212$2.27K<0.1%+22+11.6%AddedHistory
IMRXImmuneering CorpCLASS A COM345$2.27K<0.1%−87−20.1%ReducedHistory
Hingham Instn SVGS Mass433323102COM8$2.27K<0.1%+1+14.3%Added–
JBSJBS N.V.ADR158$2.28K<0.1%−275−63.5%ReducedHistory
DBIDesigner Brands Inc.CL A307$2.28K<0.1%+6+2.0%AddedHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS45$2.29K<0.1%+1+2.3%AddedHistory
MCHBMechanics BancorpCL A157$2.30K<0.1%−9−5.4%ReducedHistory
EVCEntravision Communications CorpCL A786$2.30K<0.1%−26−3.2%ReducedHistory
MESOMesoblast LtdADR128$2.31K<0.1%00.0%UnchangedHistory
ADVAdvantage Solutions Inc.COM CL A2,632$2.32K<0.1%−1,022−28.0%ReducedHistory
LCUTLifetime Brands, IncCOM587$2.32K<0.1%−19−3.1%ReducedHistory
ASIXAdvanSix Inc.COM134$2.32K<0.1%−87−39.4%ReducedHistory
GSBDGoldman Sachs BDC, Inc.SHS250$2.32K<0.1%00.0%UnchangedHistory
NAGENiagen Bioscience, Inc.COM NEW368$2.34K<0.1%−310−45.7%ReducedHistory
CRSRCorsair Gaming, Inc.COM394$2.34K<0.1%−308−43.9%ReducedHistory
FULCFulcrum Therapeutics, Inc.COM207$2.34K<0.1%+3+1.5%AddedHistory
KALVKalVista Pharmaceuticals, Inc.COM145$2.34K<0.1%−316−68.5%ReducedHistory
SBSafe Bulkers, Inc.COM487$2.35K<0.1%−341−41.2%ReducedHistory
SEZLSezzle Inc.COM37$2.35K<0.1%−17−31.5%ReducedHistory
EZPWEzcorp IncCL A NON VTG121$2.35K<0.1%−129−51.6%ReducedHistory
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$2.35K<0.1%00.0%Unchanged–
iShares Future AI & Tech ETF46435U556ETF49$2.36K<0.1%+49New–
ALNTAllient IncCOM44$2.37K<0.1%−113−72.0%ReducedHistory
iShares Tr46434V860TRS FLT RT BD47$2.37K<0.1%00.0%Unchanged–
XNCRXencor IncCOM155$2.37K<0.1%+97+167.2%AddedHistory
ARDTArdent Health, Inc.COM269$2.38K<0.1%−297−52.5%ReducedHistory
SABRSabre CorpCOM1,752$2.38K<0.1%+1,232+236.9%AddedHistory
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF90$2.39K<0.1%−2,419−96.4%Reduced–
ORICOric Pharmaceuticals, Inc.COM292$2.39K<0.1%−3−1.0%ReducedHistory
BLDPBallard Power Systems Inc.COM942$2.39K<0.1%+371+65.0%AddedHistory
AFCGAdvanced Flower Capital Inc.COM840$2.39K<0.1%−198−19.1%ReducedHistory
SKYTSkyWater Technology, LLCCOM132$2.40K<0.1%+39+41.9%AddedHistory
SRIStoneridge IncCOM416$2.41K<0.1%−38−8.4%ReducedHistory
AMPHAmphastar Pharmaceuticals, Inc.COM90$2.41K<0.1%−10−10.0%ReducedHistory
BVSBioventus Inc.COM CL A324$2.41K<0.1%+71+28.1%AddedHistory
EGYVaalco Energy IncCOM NEW663$2.41K<0.1%−1,915−74.3%ReducedHistory
iShares Tr464288687PFD AND INCM SEC78$2.42K<0.1%+78New–
ProShares Bitcoin ETF74347G440ETF199$2.42K<0.1%−538−73.0%Reduced–
CSIQCanadian Solar Inc.COM102$2.42K<0.1%00.0%UnchangedHistory
SMMTSummit Therapeutics Inc.COM139$2.43K<0.1%+40+40.4%AddedHistory
MCBSMetroCity Bankshares, Inc.COM92$2.44K<0.1%−132−58.9%ReducedHistory
CENTCentral Garden & Pet CoCOM76$2.44K<0.1%−413−84.5%ReducedHistory
TARSTarsus Pharmaceuticals, Inc.COM30$2.46K<0.1%−29−49.2%ReducedHistory
Fidelity Covington Trust316092303CONSMR STAPLES50$2.46K<0.1%00.0%Unchanged–
KCKingsoft Cloud Holdings LtdADS238$2.46K<0.1%00.0%UnchangedHistory
iShares Tr46435G250HIGH YLD SYSTM B52$2.46K<0.1%−129−71.3%Reduced–
OVLYOak Valley BancorpCOM82$2.46K<0.1%+1+1.2%AddedHistory
PTRNPattern Group Inc.COM SER A214$2.47K<0.1%+214NewHistory
RYANRyan Specialty Holdings, Inc.CL A48$2.48K<0.1%−213−81.6%ReducedHistory
FVRFrontView REIT, Inc.COM168$2.48K<0.1%−24−12.5%ReducedHistory
CPRICapri Holdings LtdSHS102$2.49K<0.1%−28−21.5%ReducedHistory
Innov Prem Inc 20 Barr-July45783Y582ETP100$2.49K<0.1%00.0%Unchanged–
YQ17 Education & Technology Group Inc.SPONSORED ADR703$2.52K<0.1%−66−8.6%ReducedHistory
TSEOQTrinseo PLCCOM5,085$2.53K<0.1%−5−0.1%ReducedHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2.53K<0.1%00.0%Unchanged–
XRPNArmada Acquisition Corp. IICOM250$2.56K<0.1%+250NewHistory
EYPTEyePoint, Inc.COM NEW141$2.58K<0.1%−12−7.8%ReducedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A795$2.58K<0.1%−379−32.3%ReducedHistory
PINEAlpine Income Property Trust, Inc.COM155$2.59K<0.1%+20+14.8%AddedHistory
RUMRUM Group Inc.Stock411$2.60K<0.1%+311+311.0%AddedHistory
QUREuniQure N.V.SHS109$2.61K<0.1%00.0%UnchangedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK854$2.61K<0.1%+102+13.6%AddedHistory
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2.63K<0.1%−146−9.3%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2.63K<0.1%00.0%Unchanged–
PMLPIMCO Municipal Income Fund IICOM350$2.64K<0.1%00.0%UnchangedHistory
LENZLENZ Therapeutics, Inc.COM165$2.64K<0.1%−435−72.5%ReducedHistory
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2.65K<0.1%00.0%Unchanged–
ZBIOZenas BioPharma, Inc.COM73$2.65K<0.1%+15+25.9%AddedHistory
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2.66K<0.1%00.0%Unchanged–
FCBCFirst Community Bankshares IncCOM79$2.67K<0.1%+51+182.1%AddedHistory
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS188$2.67K<0.1%−79−29.6%ReducedHistory
CNDTCONDUENT IncCOM1,392$2.67K<0.1%−1,527−52.3%ReducedHistory
TGSGas Transporter of the South IncSPONSORED ADS B86$2.67K<0.1%00.0%UnchangedHistory
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2.68K<0.1%+80New–
NKTXNkarta, Inc.COM1,462$2.71K<0.1%−309−17.4%ReducedHistory
ANNXAnnexon, Inc.COM539$2.71K<0.1%+243+82.1%AddedHistory
GDRXGoodRx Holdings, Inc.COM CL A1,000$2.71K<0.1%+947+1,786.8%AddedHistory
Fidelity Covington Trust316092113ENHANCED LARGE71$2.71K<0.1%00.0%Unchanged–
Principal Exchange Traded FD74255Y607PRIN U S SMALL47$2.71K<0.1%+47New–
EZETFranklin Ethereum TrustETHEREUM ETF121$2.72K<0.1%00.0%UnchangedHistory
ARHSArhaus, Inc.COM CL A243$2.72K<0.1%−34−12.3%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM304$2.73K<0.1%−231−43.2%ReducedHistory
TTGTTechTarget, Inc.COM NEW507$2.74K<0.1%+140+38.1%AddedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A NEW330$2.74K<0.1%−4−1.2%ReducedHistory
X Finl Sponsored ADS98372W103ADR490$2.74K<0.1%−239−32.8%Reduced–
RDWRRadware LtdORD114$2.75K<0.1%+70+159.1%AddedHistory
HELEHelen of Troy LtdStock130$2.76K<0.1%−89−40.6%ReducedHistory
CLBKColumbia Financial, Inc.COM178$2.77K<0.1%−768−81.2%ReducedHistory
NEXNNexxen International Ltd.SHS NEW423$2.77K<0.1%−4−0.9%ReducedHistory
DSGRDistribution Solutions Group, Inc.COM101$2.77K<0.1%−232−69.7%ReducedHistory
LXULSB Industries, Inc.COM327$2.78K<0.1%−75−18.7%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