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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
MKLMarkel Group Inc.COM82$176.3K<0.1%−30−26.8%ReducedHistory
DDDuPont de Nemours, Inc.COM4,376$175.9K<0.1%+369+9.2%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS1,547$175.4K<0.1%−285−15.6%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT3,255$175.4K<0.1%−18−0.5%Reduced–
RMBSRambus IncCOM1,906$175.2K<0.1%+2+0.1%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,065$174.8K<0.1%−627−23.3%Reduced–
CASYCaseys General Stores IncCOM315$174.1K<0.1%+133+73.1%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$173.9K<0.1%00.0%Unchanged–
Global X FDS37954Y632ARTIFICIAL ETF3,419$173.9K<0.1%+3,382+9,140.5%Added–
OMFOneMain Holdings, Inc.COM2,570$173.6K<0.1%+828+47.5%AddedHistory
KHCKraft Heinz CoStock7,158$173.6K<0.1%+2,085+41.1%AddedHistory
HMYHarmony Gold Mining Co LtdADR8,703$173.2K<0.1%−1,941−18.2%ReducedHistory
ARGXArgenx SESPONSORED ADR205$172.4K<0.1%+30+17.1%AddedHistory
WPCW. P. Carey Inc.COM2,677$172.3K<0.1%+48+1.8%AddedHistory
FTREFortrea Holdings Inc.COMMON STOCK9,983$172.2K<0.1%+19+0.2%AddedHistory
ZBRAZebra Technologies CorpCL A709$172.1K<0.1%−499−41.3%ReducedHistory
WTSWatts Water Technologies IncCL A623$171.8K<0.1%+88+16.4%AddedHistory
FTSFortis Inc.COM3,303$171.6K<0.1%−14−0.4%ReducedHistory
MHKMohawk Industries IncCOM1,569$171.5K<0.1%+105+7.2%AddedHistory
TROWPrice T Rowe Group IncStock1,674$171.4K<0.1%+219+15.1%AddedHistory
NWSANews CorpCL A6,560$171.3K<0.1%−10,175−60.8%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,837$170.4K<0.1%−590−13.3%Reduced–
ZWSZurn Elkay Water Solutions CorpCOM3,660$170.2K<0.1%−1,211−24.9%ReducedHistory
iShares Tr46434V647GLOBAL REIT ETF6,781$169.2K<0.1%−246−3.5%Reduced–
ITTItt Inc.COM973$168.7K<0.1%+161+19.8%AddedHistory
LFUSLittelfuse IncCOM663$167.7K<0.1%−83−11.1%ReducedHistory
ULSUL Solutions Inc.CLASS A COM SHS2,124$167.5K<0.1%−350−14.1%ReducedHistory
LIILennox International IncCOM345$167.4K<0.1%−341−49.7%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,760$167.4K<0.1%−196−10.0%Reduced–
TKOTKO Group Holdings, Inc.CL A801$167.3K<0.1%−27−3.3%ReducedHistory
STTState Street CorpCOM1,297$167.3K<0.1%+64+5.2%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF3,060$167.3K<0.1%−978−24.2%Reduced–
MWAMueller Water Products, Inc.COM SER A7,017$167.1K<0.1%+934+15.4%AddedHistory
RDDTReddit, Inc.Stock727$167.1K<0.1%+86+13.4%AddedHistory
CRBGCorebridge Financial, Inc.COM5,529$166.8K<0.1%+803+17.0%AddedHistory
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD2,880$165.9K<0.1%−163−5.4%ReducedHistory
RPMRPM International IncCOM1,593$165.7K<0.1%+976+158.2%AddedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,280$165.6K<0.1%−89−3.8%Reduced–
ESNTEssent Group Ltd.COM2,540$165.1K<0.1%+765+43.1%AddedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF3,386$164.9K<0.1%−140−4.0%Reduced–
NDSNNordson CorpCOM686$164.8K<0.1%−150−17.9%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM1,828$164.6K<0.1%−397−17.8%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,022$164.3K<0.1%+188+22.5%AddedHistory
VVRInvesco Senior Income TrustCOM50,046$163.7K<0.1%+17,819+55.3%AddedHistory
QLYSQualys, Inc.COM1,231$163.6K<0.1%+101+8.9%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC1,989$163.5K<0.1%00.0%Unchanged–
Victory Portfolios II92647N865VCSHS US LRG CAP2,374$163.4K<0.1%+27+1.2%Added–
APAMArtisan Partners Asset Management Inc.CL A3,999$162.9K<0.1%+829+26.2%AddedHistory
iShares Inc46434G855MSCI GBL GOLD MN2,208$162.6K<0.1%+33+1.5%Added–
CRSCarpenter Technology CorpCOM516$162.5K<0.1%−89−14.7%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS1,902$162.4K<0.1%+1,338+237.2%AddedHistory
MTArcelorMittalNY REGISTRY SH3,561$162.3K<0.1%+573+19.2%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,480$162.2K<0.1%−84−5.4%ReducedHistory
WEXWEX Inc.COM1,087$161.9K<0.1%+675+163.8%AddedHistory
VODVodafone Group Public Ltd CoADR12,246$161.8K<0.1%+307+2.6%AddedHistory
REYNReynolds Consumer Products Inc.COM7,041$161.4K<0.1%−1,187−14.4%ReducedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$161.3K<0.1%00.0%UnchangedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$160.5K<0.1%00.0%UnchangedHistory
GWREGuidewire Software, Inc.COM796$160.0K<0.1%−195−19.7%ReducedHistory
UGAUnited States Gasoline Fund, LPUNITS2,581$159.3K<0.1%+664+34.6%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock5,525$159.2K<0.1%−436−7.3%ReducedHistory
BCMLBayCom CorpCOM5,410$159.1K<0.1%−200−3.6%ReducedHistory
CHEChemed CorpCOM371$158.9K<0.1%+80+27.5%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A74$158.8K<0.1%−8−9.8%ReducedHistory
ONTOOnto Innovation Inc.COM1,006$158.8K<0.1%+499+98.4%AddedHistory
QRVOQorvo, Inc.Stock1,879$158.8K<0.1%−529−22.0%ReducedHistory
UPWKUpwork, IncCOM8,003$158.6K<0.1%+1,771+28.4%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW4,825$158.3K<0.1%−248−4.9%ReducedHistory
PPLPPL CorpCOM4,517$158.2K<0.1%−185−3.9%ReducedHistory
RHIRobert Half Inc.COM5,819$158.0K<0.1%−422−6.8%ReducedHistory
LWLamb Weston Holdings, Inc.Stock3,758$157.4K<0.1%+40+1.1%AddedHistory
AWKAmerican Water Works Company, Inc.Stock1,200$156.6K<0.1%−118−9.0%ReducedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK768$155.9K<0.1%00.0%UnchangedHistory
GPNGlobal Payments IncStock2,012$155.8K<0.1%+726+56.5%AddedHistory
MPTMedical Properties Trust IncCOM31,138$155.7K<0.1%+7,212+30.1%AddedHistory
POOLPool CorpCOM680$155.5K<0.1%−103−13.2%ReducedHistory
CLSCelestica IncStock526$155.3K<0.1%+64+13.9%AddedHistory
WITWipro LtdSPON ADR 1 SH54,491$154.8K<0.1%−6,135−10.1%ReducedHistory
NFGNational Fuel Gas CoStock1,926$154.2K<0.1%−507−20.8%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock1,497$154.0K<0.1%−90−5.7%ReducedHistory
UNMUnum GroupStock1,986$153.9K<0.1%−78−3.8%ReducedHistory
SLFSun Life Financial IncCOM2,466$153.9K<0.1%+360+17.1%AddedHistory
TWLOTwilio IncCL A1,081$153.8K<0.1%−47−4.2%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM3,438$153.6K<0.1%+2,551+287.6%AddedHistory
SPDR Series Trust78464A672ST INTER ETF5,288$152.5K<0.1%00.0%Unchanged–
ANFAbercrombie & Fitch CoCL A1,209$152.2K<0.1%+361+42.6%AddedHistory
TSTenaris SASPONSORED ADS3,958$152.2K<0.1%−155−3.8%ReducedHistory
IDAIdacorp IncCOM1,199$151.7K<0.1%−32−2.6%ReducedHistory
iShares Tr46434V282U S EQUITY FACTR2,185$151.7K<0.1%−136−5.9%Reduced–
ALCAlcon IncStock1,916$151.0K<0.1%+187+10.8%AddedHistory
Capital Group Dividend Growe14021L109SHS ETF4,236$151.0K<0.1%−1,400−24.8%Reduced–
SBSWSibanye Stillwater LtdSPONSORED ADR10,591$150.9K<0.1%+656+6.6%AddedHistory
CSLCarlisle Companies IncCOM471$150.7K<0.1%+253+116.1%AddedHistory
NXPINXP Semiconductors N.V.COM694$150.6K<0.1%−112−13.9%ReducedHistory
CNICanadian National Railway CoStock1,518$150.1K<0.1%+287+23.3%AddedHistory
DRDDrdgold LtdSPON ADR REPSTG4,836$150.0K<0.1%−551−10.2%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF2,223$149.9K<0.1%−1,011−31.3%Reduced–
PLXSPlexus CorpCOM1,019$149.8K<0.1%+168+19.7%AddedHistory
CDWCDW CorpCOM1,096$149.2K<0.1%−858−43.9%ReducedHistory
SANMSanmina CorpCOM994$149.2K<0.1%−216−17.9%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