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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
RYNRayonier IncCOM5,684$123.1K<0.1%−1,872−24.8%ReducedHistory
KTKT CorpSPONSORED ADR6,469$122.7K<0.1%−566−8.0%ReducedHistory
VICIVici Properties Inc.COM4,363$122.7K<0.1%−899−17.1%ReducedHistory
TOSTToast, Inc.Stock3,446$122.4K<0.1%+163+5.0%AddedHistory
AWRAmerican States Water CoCOM1,687$122.3K<0.1%+107+6.8%AddedHistory
Schwab Strategic Tr808524680LONG TERM US3,851$122.1K<0.1%00.0%Unchanged–
MKCMcCormick & Co IncStock1,789$121.8K<0.1%−67−3.6%ReducedHistory
PRAProassurance CorpCOM5,040$121.8K<0.1%−58−1.1%ReducedHistory
BBWIBath & Body Works, Inc.COM6,053$121.5K<0.1%−275−4.3%ReducedHistory
BIDUBaidu, Inc.ADR929$121.4K<0.1%−31−3.2%ReducedHistory
MKSIMKS IncCOM755$120.6K<0.1%+18+2.4%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,270$120.3K<0.1%+212+20.0%AddedHistory
GLXYGalaxy Digital Inc.CL A5,342$119.4K<0.1%+45+0.8%AddedHistory
VALEVale S.A.SPONSORED ADS9,167$119.4K<0.1%−440−4.6%ReducedHistory
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$119.2K<0.1%00.0%UnchangedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$119.2K<0.1%00.0%Unchanged–
GATXGatx CorpCOM702$119.1K<0.1%+55+8.5%AddedHistory
TCBITexas Capital Bancshares IncCOM1,315$119.1K<0.1%+242+22.6%AddedHistory
FAFFirst American Financial CorpStock1,935$118.9K<0.1%+566+41.3%AddedHistory
CHDNChurchill Downs IncCOM1,044$118.8K<0.1%−688−39.7%ReducedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,684$118.7K<0.1%+412+7.8%AddedHistory
LGOLargo Inc.COMMON STOCK126,561$118.6K<0.1%00.0%UnchangedHistory
ALVAutoliv IncCOM997$118.4K<0.1%+194+24.2%AddedHistory
ATRAptargroup, Inc.Stock970$118.3K<0.1%+149+18.1%AddedHistory
AVBAvalonbay Communities IncCOM651$118.1K<0.1%−148−18.5%ReducedHistory
MMSIMerit Medical Systems IncCOM1,335$117.7K<0.1%+52+4.1%AddedHistory
AVAHAveanna Healthcare Holdings, Inc.COM14,380$117.5K<0.1%+2,914+25.4%AddedHistory
DNPDNP Select Income Fund IncCOM11,745$117.3K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock562$116.8K<0.1%−152−21.3%ReducedHistory
KDKyndryl Holdings, Inc.Stock4,396$116.8K<0.1%+47+1.1%AddedHistory
TUTelus CorpCOM8,860$116.7K<0.1%−327−3.6%ReducedHistory
ADMAAdma Biologics, Inc.COM6,397$116.7K<0.1%+3,925+158.8%AddedHistory
FEFirstenergy CorpCOM2,601$116.5K<0.1%−417−13.8%ReducedHistory
SBACSba Communications CorpCL A602$116.4K<0.1%−69−10.3%ReducedHistory
PTYPIMCO Corporate & Income Opportunity FundCOM8,950$115.5K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock663$115.4K<0.1%+75+12.8%AddedHistory
NOVNOV Inc.COM7,384$115.4K<0.1%+611+9.0%AddedHistory
BOXBox IncCL A3,858$115.4K<0.1%+352+10.0%AddedHistory
iShares Core High Dividend ETF46429B663ETF945$114.9K<0.1%+619+189.9%Added–
NXTNextpower Inc.Stock1,314$114.5K<0.1%+143+12.2%AddedHistory
PSNParsons CorpCOM1,852$114.5K<0.1%−886−32.4%ReducedHistory
AEGAegon Ltd.AMER REG 1 CERT14,785$114.0K<0.1%−2,195−12.9%ReducedHistory
CSGPCostar Group, Inc.COM1,695$114.0K<0.1%−167−9.0%ReducedHistory
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$113.8K<0.1%00.0%Unchanged–
TDToronto Dominion BankStock1,208$113.8K<0.1%+462+61.9%AddedHistory
INGRIngredion IncCOM1,028$113.4K<0.1%−861−45.6%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,945$113.0K<0.1%−1,695−46.6%Reduced–
CARGCarGurus, Inc.COM CL A2,944$112.9K<0.1%+269+10.1%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock3,225$112.6K<0.1%+1,376+74.4%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$112.5K<0.1%00.0%Unchanged–
LAURLaureate Education, Inc.COMMON STOCK3,342$112.5K<0.1%+1,735+108.0%AddedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW20,541$112.4K<0.1%+287+1.4%AddedHistory
YUMCYum China Holdings, Inc.COM2,349$112.1K<0.1%+631+36.7%AddedHistory
iShares Tr464287291GLOBAL TECH ETF1,066$111.9K<0.1%−728−40.6%Reduced–
CPCanadian Pacific Kansas City LtdCOM1,518$111.8K<0.1%+202+15.3%AddedHistory
LYVLive Nation Entertainment, Inc.COM783$111.6K<0.1%−38−4.6%ReducedHistory
ADUSAddus HomeCare CorpCOM1,039$111.6K<0.1%+138+15.3%AddedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,662$111.4K<0.1%+42+1.6%Added–
Vanguard Materials ETF92204A801ETF536$111.2K<0.1%00.0%Unchanged–
FTVFortive CorpStock2,008$110.9K<0.1%−453−18.4%ReducedHistory
EXPOExponent IncCOM1,589$110.3K<0.1%−173−9.8%ReducedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI2,100$110.3K<0.1%+300+16.7%Added–
EVTCEVERTEC, Inc.COM3,778$109.9K<0.1%+562+17.5%AddedHistory
KTBKontoor Brands, Inc.Stock1,795$109.7K<0.1%+162+9.9%AddedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM919$109.7K<0.1%+356+63.2%Added–
FXEInvesco CurrencyShares Euro TrustEURO SHS1,008$109.3K<0.1%+2+0.2%AddedHistory
OCOwens CorningStock969$108.4K<0.1%−395−29.0%ReducedHistory
CFCF Industries Holdings, Inc.COM1,399$108.3K<0.1%−339−19.5%ReducedHistory
TRUTransUnionCOM1,262$108.2K<0.1%+390+44.7%AddedHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF2,143$108.2K<0.1%+2,142+214,200.0%Added–
CGNXCognex CorpCOM3,000$107.9K<0.1%+50+1.7%AddedHistory
MCYMercury General CorpCOM1,145$107.7K<0.1%−60−5.0%ReducedHistory
BMNRBitmine Immersion Technologies, Inc.COM NEW3,962$107.6K<0.1%+1,432+56.6%AddedHistory
CADECadence BancorporationEQUITY US CM2,505$107.3K<0.1%−3,929−61.1%ReducedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF4,522$107.0K<0.1%−664−12.8%Reduced–
HCIHCI Group, Inc.COM558$107.0K<0.1%+236+73.3%AddedHistory
LCIILci IndustriesCOM874$106.1K<0.1%−281−24.3%ReducedHistory
LEALear CorpCOM NEW925$106.0K<0.1%−84−8.3%ReducedHistory
CVECenovus Energy Inc.COM6,264$106.0K<0.1%+331+5.6%AddedHistory
APAAPA CorpStock4,301$105.2K<0.1%−662−13.3%ReducedHistory
DOCUDocuSign, Inc.Stock1,536$105.1K<0.1%+307+25.0%AddedHistory
INFYInfosys LtdSPONSORED ADR5,892$105.0K<0.1%+594+11.2%AddedHistory
CRDOCredo Technology Group Holding LtdStock727$104.6K<0.1%+84+13.1%AddedHistory
AGNTAGNT, Inc.COM11,510$104.2K<0.1%−335−2.8%ReducedHistory
OKTAOkta, Inc.CL A1,204$104.1K<0.1%−468−28.0%ReducedHistory
THOThor Industries IncCOM1,013$104.0K<0.1%−311−23.5%ReducedHistory
CHKPCheck Point Software Technologies LtdORD560$103.9K<0.1%−65−10.4%ReducedHistory
RIVNRivian Automotive, Inc.Stock5,254$103.6K<0.1%+516+10.9%AddedHistory
AOSSmith A O CorpCOM1,548$103.5K<0.1%+418+37.0%AddedHistory
HWCHancock Whitney CorpCOM1,625$103.5K<0.1%−31−1.9%ReducedHistory
MOHMolina Healthcare, Inc.COM595$103.3K<0.1%−2,905−83.0%ReducedHistory
PBFPBF Energy Inc.CL A3,797$103.0K<0.1%+211+5.9%AddedHistory
HRBH&R Block IncCOM2,361$102.9K<0.1%+965+69.1%AddedHistory
ELEstee Lauder Companies IncCL A979$102.5K<0.1%−17−1.7%ReducedHistory
HAYWHayward Holdings, Inc.COM6,615$102.2K<0.1%+1,835+38.4%AddedHistory
Pacer FDS Tr69374H634AMERICAN ENERGY2,676$102.1K<0.1%+6+0.2%Added–
TMHCTaylor Morrison Home CorpCOM1,728$101.7K<0.1%+565+48.6%AddedHistory
RCIRogers Communications IncCL B2,689$101.5K<0.1%+761+39.5%AddedHistory
GTMZoomInfo Technologies Inc.Stock9,971$101.4K<0.1%−1,453−12.7%ReducedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,634$101.4K<0.1%+16+0.6%AddedHistory

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