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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
American Centy ETF Tr025072885US EQT ETF754$84.3K<0.1%+219+40.9%Added–
QGENQiagen N.V.ORD SHARES1,870$84.1K<0.1%+1,870NewHistory
ECGEverus Construction Group, Inc.Stock979$83.8K<0.1%+270+38.1%AddedHistory
MPMP Materials Corp.COM CL A1,657$83.7K<0.1%−9−0.5%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET2,453$83.5K<0.1%−508−17.2%Reduced–
SMCISuper Micro Computer, Inc.Stock2,849$83.4K<0.1%−1,377−32.6%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,562$83.1K<0.1%+515+49.2%AddedHistory
CCJCameco CorpStock908$83.1K<0.1%+210+30.1%AddedHistory
AGXArgan IncStock265$83.0K<0.1%−25−8.6%ReducedHistory
QQnity Electronics, Inc.COMMON STOCK1,015$82.9K<0.1%+1,015NewHistory
HOLXHologic IncCOM1,112$82.8K<0.1%−358−24.4%ReducedHistory
TTMITTM Technologies IncCOM1,197$82.6K<0.1%+60+5.3%AddedHistory
Franklin Templeton ETF Tr35473P819FTSE CHINA3,470$82.6K<0.1%−1,475−29.8%Reduced–
FOLDAmicus Therapeutics, Inc.COM5,796$82.5K<0.1%−2,520−30.3%ReducedHistory
FFIVF5, Inc.Stock323$82.5K<0.1%−524−61.9%ReducedHistory
OROR Royalties Inc.COM SHS2,330$82.5K<0.1%+225+10.7%AddedHistory
VALValaris LtdCL A1,636$82.5K<0.1%+97+6.3%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD6,204$82.2K<0.1%+865+16.2%Added–
DEODiageo PLCSPON ADR NEW951$82.1K<0.1%−159−14.3%ReducedHistory
HLNEHamilton Lane INCCL A610$81.9K<0.1%−115−15.9%ReducedHistory
AMSFAmerisafe IncCOM2,129$81.8K<0.1%+1,434+206.3%AddedHistory
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM6,000$81.7K<0.1%+1,000+20.0%AddedHistory
XFLTXAI Floating Rate & Alternative Income TrustCOM17,000$81.6K<0.1%+3,000+21.4%AddedHistory
PATHUiPath, Inc.Stock4,968$81.4K<0.1%+1,329+36.5%AddedHistory
SAICScience Applications International CorpCOM806$81.1K<0.1%−428−34.7%ReducedHistory
Unified Ser Tr90470L469ONEASCENT EMGRG2,208$80.9K<0.1%+525+31.2%Added–
PRIPrimerica, Inc.Stock313$80.9K<0.1%−285−47.7%ReducedHistory
NMIHNMI Holdings, Inc.COM1,982$80.8K<0.1%−432−17.9%ReducedHistory
PORPortland General Electric CoCOM NEW1,684$80.8K<0.1%+125+8.0%AddedHistory
WKWorkiva IncCOM CL A936$80.7K<0.1%+545+139.4%AddedHistory
DPZDominos Pizza IncCOM193$80.6K<0.1%+45+30.4%AddedHistory
GNWGenworth Financial IncCOM SHS8,903$80.4K<0.1%+1,561+21.3%AddedHistory
TELFYTelefonica S ASPONSORED ADR19,848$80.4K<0.1%−1,280−6.1%ReducedHistory
GENGen Digital Inc.Stock2,949$80.2K<0.1%+439+17.5%AddedHistory
Innovator ETFs Trust45784N809EQUI DEFI 1 NOVE3,000$80.0K<0.1%+3,000New–
GRFSGrifols SASP ADR REP B NVT8,558$80.0K<0.1%−226−2.6%ReducedHistory
FNVFranco Nevada CorpStock386$80.0K<0.1%+95+32.6%AddedHistory
IDCCInterDigital, Inc.COM250$79.6K<0.1%+124+98.4%AddedHistory
SKYChampion Homes, Inc.Stock941$79.5K<0.1%+769+447.1%AddedHistory
CGCarlyle Group Inc.COM1,343$79.4K<0.1%−244−15.4%ReducedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$79.3K<0.1%00.0%Unchanged–
XPEVXpeng Inc.ADS3,906$79.2K<0.1%+1,212+45.0%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM1,282$79.1K<0.1%+80+6.7%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF559$78.9K<0.1%+481+616.7%Added–
REALTheRealReal, Inc.COM5,000$78.9K<0.1%00.0%UnchangedHistory
WAYWaystar Holding Corp.COM2,400$78.6K<0.1%+287+13.6%AddedHistory
OGEOGE Energy Corp.COM1,833$78.3K<0.1%+223+13.9%AddedHistory
BRCBrady CorpCL A998$78.2K<0.1%+334+50.3%AddedHistory
RGTIRigetti Computing, Inc.COMMON STOCK3,530$78.2K<0.1%+1,043+41.9%AddedHistory
VSATViasat IncCOM2,260$77.9K<0.1%+827+57.7%AddedHistory
RDNRadian Group IncCOM2,150$77.4K<0.1%−20−0.9%ReducedHistory
LNCLincoln National CorpCOM1,736$77.3K<0.1%+309+21.7%AddedHistory
LSTRLandstar System IncCOM537$77.2K<0.1%+22+4.3%AddedHistory
ESABESAB CorpCOM689$76.9K<0.1%−135−16.4%ReducedHistory
FLUTFlutter Entertainment plcSHS357$76.8K<0.1%+157+78.5%AddedHistory
FELEFranklin Electric Co IncCOM802$76.6K<0.1%+166+26.1%AddedHistory
THQabrdn Healthcare Opportunities FundSHS4,000$76.5K<0.1%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD15,300$76.3K<0.1%+1,735+12.8%AddedHistory
BBNXBeta Bionics, Inc.COM2,503$76.3K<0.1%+126+5.3%AddedHistory
Pacer FDS Tr69374H659CASH COWS ETF1,753$76.2K<0.1%−1,338−43.3%Reduced–
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$76.0K<0.1%00.0%UnchangedHistory
GGGGraco IncCOM926$75.9K<0.1%−882−48.8%ReducedHistory
HTBKHeritage Commerce CorpCOM6,319$75.9K<0.1%+408+6.9%AddedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$75.6K<0.1%00.0%UnchangedHistory
AEISAdvanced Energy Industries IncCOM361$75.6K<0.1%−13−3.5%ReducedHistory
CFRCullen/Frost Bankers, Inc.COM597$75.5K<0.1%+14+2.4%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$75.5K<0.1%00.0%Unchanged–
DBX ETF Tr233051432XTRACK USD HIGH2,047$75.4K<0.1%+1,539+303.0%Added–
USALiberty All Star Equity FundSH BEN INT12,000$75.4K<0.1%00.0%UnchangedHistory
STMSTMicroelectronics N.V.NY REGISTRY2,903$75.3K<0.1%−1,789−38.1%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK2,112$75.1K<0.1%−438−17.2%ReducedHistory
Flexshares Tr33939L886ULTR SHO INC FD996$75.1K<0.1%−125−11.2%Reduced–
ARIApollo Commercial Real Estate Finance, Inc.COM7,749$75.0K<0.1%−597−7.2%ReducedHistory
FLOFlowers Foods IncCOM6,848$74.5K<0.1%+1,943+39.6%AddedHistory
SPXCSPX Technologies, Inc.COM370$74.0K<0.1%−55−12.9%ReducedHistory
ProShares Tr74347X823ULTRPRO DOW301,276$73.9K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
HOUSAnywhere Real Estate Inc.COM5,210$73.8K<0.1%00.0%UnchangedHistory
SBRASabra Health Care REIT, Inc.REIT3,891$73.7K<0.1%+1,267+48.3%AddedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,483$73.3K<0.1%+232+7.1%AddedHistory
UTGReaves Utility Income FundCOM SH BEN INT2,000$73.2K<0.1%00.0%UnchangedHistory
CARTMaplebear Inc.COM1,626$73.1K<0.1%+1,063+188.8%AddedHistory
Global X FDS37954Y384CYBRSCURTY ETF2,396$73.0K<0.1%+2,353+5,472.1%Added–
QSRRestaurant Brands International Inc.COM1,067$72.8K<0.1%+706+195.6%AddedHistory
iShares Tr464287549EXPND TEC SC ETF561$72.5K<0.1%+54+10.7%Added–
RVTRoyce Small-Cap Trust, Inc.COM4,500$72.5K<0.1%+1,000+28.6%AddedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS6,104$72.4K<0.1%+959+18.6%AddedHistory
NENoble Corp plcORD SHS A2,559$72.3K<0.1%−129−4.8%ReducedHistory
KNKnowles CorpCOM3,364$72.1K<0.1%+652+24.0%AddedHistory
Capital Group New Geography14021N105SHS2,251$71.9K<0.1%+2,203+4,589.6%Added–
SPDR Series Trust78468R739ST NUVE TERM ETF1,495$71.7K<0.1%+53+3.7%Added–
VLYValley National BancorpCOM6,137$71.7K<0.1%−200−3.2%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A1,116$71.7K<0.1%−815−42.2%ReducedHistory
ALSNAllison Transmission Holdings IncStock732$71.7K<0.1%+105+16.7%AddedHistory
HTHTH World Group LtdSPONSORED ADS1,523$71.7K<0.1%+60+4.1%AddedHistory
BRBRBellring Brands, Inc.Stock2,679$71.6K<0.1%−973−26.6%ReducedHistory
ESEEsco Technologies IncCOM366$71.5K<0.1%+62+20.4%AddedHistory
GBTCGrayscale Bitcoin Trust ETFETF1,044$71.4K<0.1%+154+17.3%AddedHistory
ADCAgree Realty CorpCOM989$71.2K<0.1%−308−23.7%ReducedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF250$71.2K<0.1%00.0%Unchanged–
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$71.1K<0.1%00.0%UnchangedHistory

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