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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
SWKStanley Black & Decker, Inc.COM957$71.1K<0.1%−220−18.7%ReducedHistory
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$71.1K<0.1%00.0%UnchangedHistory
ASCArdmore Shipping CorpCOM6,678$70.7K<0.1%−434−6.1%ReducedHistory
OTEXOpen Text CorpCOM2,164$70.5K<0.1%+223+11.5%AddedHistory
DOWDow Inc.Stock3,000$70.1K<0.1%−1,793−37.4%ReducedHistory
WALWestern Alliance BancorporationCOM834$70.1K<0.1%+49+6.2%AddedHistory
REVGREV Group, Inc.COM1,152$70.1K<0.1%+682+145.1%AddedHistory
Global X FDS37954Y137HEALTHTECH ETF2,396$70.0K<0.1%+2,387+26,522.2%Added–
SLMSLM CorpCOM2,580$69.8K<0.1%−687−21.0%ReducedHistory
Listed FD Tr53656F383SPEAR ALPHA ETF1,802$69.4K<0.1%+1,802New–
FUSBFirst US Bancshares, Inc.COM4,966$69.4K<0.1%+2,805+129.8%AddedHistory
CDTXCidara Therapeutics, Inc.COM314$69.4K<0.1%+314NewHistory
CFFNCapitol Federal Financial, Inc.COM10,144$69.1K<0.1%+624+6.6%AddedHistory
HRHealthcare Realty Trust IncCL A COM4,068$69.0K<0.1%+147+3.7%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF2,993$68.9K<0.1%+1,286+75.3%Added–
GHIGreystone Housing Impact Investors LPBEN UNIT CTF10,000$68.9K<0.1%+523+5.5%AddedHistory
ACTEnact Holdings, Inc.COM1,737$68.9K<0.1%−1,008−36.7%ReducedHistory
AGOAssured Guaranty LtdCOM766$68.8K<0.1%−79−9.3%ReducedHistory
SEESealed Air CorpCOM1,660$68.8K<0.1%−624−27.3%ReducedHistory
ALKSAlkermes plc.SHS2,455$68.7K<0.1%−362−12.9%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW1,501$68.7K<0.1%+208+16.1%AddedHistory
DYDycom Industries IncCOM203$68.6K<0.1%+30+17.3%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A4,091$68.5K<0.1%+307+8.1%AddedHistory
DMLPDorchester Minerals, L.P.COM UNIT3,061$68.4K<0.1%+3,000+4,918.0%AddedHistory
HSYHershey CoCOM376$68.4K<0.1%−219−36.8%ReducedHistory
MMacy's, Inc.COM3,099$68.3K<0.1%+1,170+60.7%AddedHistory
BEBloom Energy CorpCOM CL A785$68.2K<0.1%+8+1.0%AddedHistory
BF.BBrown Forman CorpStock2,614$68.1K<0.1%−1,100−29.6%ReducedHistory
SSentinelOne, Inc.CL A4,538$68.1K<0.1%+1,979+77.3%AddedHistory
CHHChoice Hotels International IncCOM714$68.0K<0.1%−353−33.1%ReducedHistory
BGRBlackRock Energy & Resources TrustCOM5,020$68.0K<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM1,233$67.9K<0.1%+139+12.7%AddedHistory
PTCTPTC Therapeutics, Inc.COM894$67.9K<0.1%+47+5.5%AddedHistory
CUZCousins Properties IncCOM NEW2,634$67.9K<0.1%+526+25.0%AddedHistory
iShares Tr46435U713US INFRASTRUC1,290$67.9K<0.1%+47+3.8%Added–
PFGCPerformance Food Group CoCOM755$67.9K<0.1%−97−11.4%ReducedHistory
IBOCInternational Bancshares CorpCOM1,020$67.8K<0.1%−1,321−56.4%ReducedHistory
GPORGulfport Energy CorpCOMMON SHARES325$67.6K<0.1%+120+58.5%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF209$67.5K<0.1%+38+22.2%Added–
Invesco Exch Traded FD Tr II46138E511PFD ETF6,003$67.5K<0.1%+2,903+93.6%Added–
DUOLDuolingo, Inc.CL A COM384$67.4K<0.1%−487−55.9%ReducedHistory
NVRNVR IncCOM9$67.2K<0.1%+2+28.6%AddedHistory
iShares Inc46434G889EMNG MKTS EQT1,161$67.2K<0.1%+90+8.4%Added–
BROBrown & Brown, Inc.Stock842$67.1K<0.1%−1,663−66.4%ReducedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,346$67.1K<0.1%+701+108.7%AddedHistory
EXPEagle Materials IncCOM324$67.0K<0.1%+8+2.5%AddedHistory
CACCCredit Acceptance CorpCOM151$67.0K<0.1%−11−6.8%ReducedHistory
SAMBoston Beer Co IncCL A343$66.9K<0.1%−291−45.9%ReducedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR1,237$66.7K<0.1%−783−38.8%ReducedHistory
DDSDillard's, Inc.CL A110$66.7K<0.1%+16+17.0%AddedHistory
VOYAVoya Financial, Inc.COM895$66.7K<0.1%+278+45.1%AddedHistory
DOCHealthpeak Properties, Inc.COM4,132$66.4K<0.1%−1,230−22.9%ReducedHistory
UIUbiquiti Inc.COM120$66.4K<0.1%−22−15.5%ReducedHistory
FBIZFirst Business Financial Services, Inc.COM1,219$66.2K<0.1%−65−5.1%ReducedHistory
KNFKnife River CorpStock940$66.1K<0.1%+345+58.0%AddedHistory
DOLEDole plcORD SHS4,403$66.0K<0.1%+4,403NewHistory
ALLYAlly Financial Inc.Stock1,456$65.9K<0.1%+144+11.0%AddedHistory
iShares Tr464288372GLB INFRASTR ETF1,071$65.7K<0.1%+35+3.4%Added–
FMSFresenius Medical Care AGSPONSORED ADR2,752$65.6K<0.1%−220−7.4%ReducedHistory
AALAmerican Airlines Group Inc.Stock4,276$65.6K<0.1%+766+21.8%AddedHistory
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$65.5K<0.1%00.0%Unchanged–
TCOMTrip.com Group LtdADS909$65.4K<0.1%+124+15.8%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM2,602$65.4K<0.1%−2,263−46.5%ReducedHistory
KMPRKEMPER CorpCOM1,612$65.4K<0.1%−1,666−50.8%ReducedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B3,157$65.3K<0.1%+902+40.0%AddedHistory
CNOCNO Financial Group, Inc.COM1,536$65.2K<0.1%−17−1.1%ReducedHistory
PSMTPricesmart IncCOM531$65.1K<0.1%−178−25.1%ReducedHistory
FRPTFreshpet, Inc.Stock1,068$65.1K<0.1%+460+75.7%AddedHistory
ERICEricsson LM Telephone CoADR B SEK 106,735$65.0K<0.1%−5,489−44.9%ReducedHistory
RRyder System IncCOM339$64.9K<0.1%−7−2.0%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS4,104$64.7K<0.1%−1,198−22.6%ReducedHistory
APGAPi Group CorpCOM STK1,690$64.7K<0.1%−431−20.3%ReducedHistory
CALMCal-Maine Foods IncCOM NEW812$64.6K<0.1%−60−6.9%ReducedHistory
CNXCConcentrix CorpStock1,549$64.4K<0.1%−2,597−62.6%ReducedHistory
MYGNMyriad Genetics IncCOM10,469$64.4K<0.1%+6,097+139.5%AddedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK2,440$64.2K<0.1%+1,939+387.0%AddedHistory
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,526$64.2K<0.1%−448−22.7%Reduced–
KRPKimbell Royalty Partners, LPUNIT5,450$64.1K<0.1%+1,250+29.8%AddedHistory
OZKBank OZKCOM1,387$63.8K<0.1%−435−23.9%ReducedHistory
ALTAltimmune, Inc.COM NEW17,683$63.8K<0.1%+1,650+10.3%AddedHistory
FFINFirst Financial Bankshares IncCOM2,133$63.7K<0.1%−187−8.1%ReducedHistory
HAFCHanmi Financial CorpCOM NEW2,355$63.7K<0.1%−317−11.9%ReducedHistory
FORMFormfactor IncCOM1,141$63.6K<0.1%−393−25.6%ReducedHistory
IAUXi-80 Gold Corp.COM43,585$63.6K<0.1%−8,682−16.6%ReducedHistory
SGNSigning Day Sports, Inc.COM67,300$63.6K<0.1%00.0%UnchangedHistory
WSBCWesbanco IncCOM1,912$63.6K<0.1%+27+1.4%AddedHistory
CYTKCytokinetics IncCOM NEW999$63.5K<0.1%+110+12.4%AddedHistory
WSFSWSFS Financial CorpCOM1,148$63.4K<0.1%+221+23.8%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock705$63.4K<0.1%−1,313−65.1%ReducedHistory
STLAStellantis N.V.SHS5,813$63.3K<0.1%−921−13.7%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM346$63.2K<0.1%−9−2.5%ReducedHistory
TXNMTXNM Energy IncCOM1,073$63.2K<0.1%−766−41.7%ReducedHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,443$63.1K<0.1%−106−6.8%Reduced–
OXLCOxford Lane Capital Corp.COM4,300$63.0K<0.1%+100+2.4%AddedHistory
EMNEastman Chemical CoStock986$62.9K<0.1%+48+5.1%AddedHistory
UFCSUnited Fire Group IncCOM1,726$62.7K<0.1%+329+23.6%AddedHistory
TMDXTransMedics Group, Inc.COM515$62.6K<0.1%+21+4.3%AddedHistory
CDECoeur Mining, Inc.COM NEW3,512$62.6K<0.1%+121+3.6%AddedHistory
Bank of Amer Corp0605056827.25%CNV PFD L50$62.6K<0.1%00.0%Unchanged–
SVMSilvercorp Metals IncCOM7,503$62.6K<0.1%+1,170+18.5%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