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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
HTHHilltop Holdings Inc.COM1,566$53.1K<0.1%+289+22.6%AddedHistory
YETIYETI Holdings, Inc.COM1,202$53.1K<0.1%−44−3.5%ReducedHistory
MSAMSA Safety IncCOM331$53.0K<0.1%+94+39.7%AddedHistory
ENVAEnova International, Inc.COM337$53.0K<0.1%−117−25.8%ReducedHistory
ESSEssex Property Trust, Inc.COM202$52.9K<0.1%−87−30.1%ReducedHistory
SOLVSolventum CorpStock667$52.8K<0.1%+8+1.2%AddedHistory
CHRDChord Energy CorpCOM NEW568$52.7K<0.1%−1,377−70.8%ReducedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK1,912$52.6K<0.1%−1,217−38.9%ReducedHistory
KFYKorn FerryCOM NEW797$52.6K<0.1%−232−22.5%ReducedHistory
FSMFortuna Mining Corp.Stock5,363$52.6K<0.1%−39−0.7%ReducedHistory
U.S. Global Jets ETF26922A842ETF1,874$52.6K<0.1%−226−10.8%Reduced–
BCPCBalchem CorpCOM342$52.4K<0.1%+178+108.5%AddedHistory
OISOil States International, IncCOM7,746$52.4K<0.1%−267−3.3%ReducedHistory
BANFBancfirst CorpCOM494$52.4K<0.1%−13−2.6%ReducedHistory
TRMKTrustmark CorpCOM1,343$52.3K<0.1%−60−4.3%ReducedHistory
IOSPInnospec Inc.COM683$52.3K<0.1%+90+15.2%AddedHistory
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$52.2K<0.1%00.0%Unchanged–
MTHMeritage Homes CORPCOM792$52.1K<0.1%+20+2.6%AddedHistory
BKUBankUnited, Inc.COM1,169$52.1K<0.1%−209−15.2%ReducedHistory
JMIAJumia Technologies AGSPONSORED ADS4,167$52.0K<0.1%−492−10.6%ReducedHistory
FCNFti Consulting, IncCOM304$51.9K<0.1%+38+14.3%AddedHistory
ACAArcosa, Inc.COM488$51.9K<0.1%−214−30.5%ReducedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD25,894$51.8K<0.1%+3,327+14.7%AddedHistory
MODModine Manufacturing CoCOM387$51.7K<0.1%−42−9.8%ReducedHistory
TAPMolson Coors Beverage CoCL B1,104$51.5K<0.1%−107−8.8%ReducedHistory
INDBIndependent Bank CorpCOM705$51.5K<0.1%+146+26.1%AddedHistory
GLUEMonte Rosa Therapeutics, Inc.COM3,281$51.4K<0.1%+294+9.8%AddedHistory
LZLegalzoom.com, Inc.COM5,179$51.4K<0.1%+1,403+37.2%AddedHistory
FISIFinancial Institutions IncCOM1,649$51.4K<0.1%−9−0.5%ReducedHistory
WYNNWynn Resorts LtdCOM427$51.3K<0.1%+176+70.1%AddedHistory
NJRNew Jersey Resources CorpStock1,111$51.2K<0.1%−299−21.2%ReducedHistory
PAYCPaycom Software, Inc.Stock321$51.2K<0.1%+60+23.0%AddedHistory
INSWInternational Seaways, Inc.COM1,051$51.0K<0.1%−58−5.2%ReducedHistory
TIMBTim S.A.SPONSORED ADR2,619$50.9K<0.1%+504+23.8%AddedHistory
MOG.AMoog Inc.CL A209$50.9K<0.1%+12+6.1%AddedHistory
NOVTNovanta IncCOM427$50.8K<0.1%+233+120.1%AddedHistory
SNEXStoneX Group Inc.COM534$50.8K<0.1%+334+167.0%AddedHistory
ABVXAbivax S.A.SPONSORED ADS375$50.6K<0.1%−2−0.5%ReducedHistory
Innovator ETFs Trust45782C474US SML CP PWR B1,220$50.5K<0.1%−182−13.0%Reduced–
FBKFB Financial CorpCOM905$50.5K<0.1%−13−1.4%ReducedHistory
MAPSWM Technology, Inc.COM61,156$50.5K<0.1%+396+0.7%AddedHistory
ASRSoutheast Airport GroupSPON ADR SER B156$50.5K<0.1%+1+0.6%AddedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX506$50.4K<0.1%+358+241.9%Added–
iShares Tr46436E601ESG MSCI EM LDRS866$50.3K<0.1%00.0%Unchanged–
AREAlexandria Real Estate Equities, Inc.COM1,027$50.3K<0.1%−3,848−78.9%ReducedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D1,384$50.0K<0.1%−1,087−44.0%ReducedHistory
OBDCBlue Owl Capital CorpCOM4,025$50.0K<0.1%−245−5.7%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,212$50.0K<0.1%+1,179+3,572.7%Added–
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF786$49.9K<0.1%+610+346.6%Added–
STRAStrategic Education, Inc.COM618$49.6K<0.1%−104−14.4%ReducedHistory
UWMCUWM Holdings CorpCOM CL A11,309$49.5K<0.1%+6,574+138.8%AddedHistory
GMEDGlobus Medical IncStock567$49.5K<0.1%+107+23.3%AddedHistory
XPOXPO, Inc.COM363$49.3K<0.1%−66−15.4%ReducedHistory
Capital Group Conservative E14020U100SHS1,613$49.2K<0.1%+338+26.5%Added–
AKRAcadia Realty TrustCOM SH BEN INT2,393$49.2K<0.1%−311−11.5%ReducedHistory
STSensata Technologies Holding plcSHS1,476$49.1K<0.1%+689+87.5%AddedHistory
OSOneStream, Inc.CL A2,673$49.1K<0.1%+2,532+1,795.7%AddedHistory
DJTTrump Media & Technology Group Corp.Stock3,708$49.1K<0.1%−138−3.6%ReducedHistory
LIVNLivaNova PLCSHS797$49.0K<0.1%+308+63.0%AddedHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$49.0K<0.1%00.0%UnchangedHistory
DVDoubleVerify Holdings, Inc.COM4,278$48.9K<0.1%+357+9.1%AddedHistory
FULFuller H B CoStock822$48.9K<0.1%−230−21.9%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM559$48.8K<0.1%+19+3.5%AddedHistory
CTRECareTrust REIT, Inc.COM1,349$48.8K<0.1%+95+7.6%AddedHistory
GLNGGolar LNG LtdSHS1,309$48.7K<0.1%−38−2.8%ReducedHistory
DLXDeluxe CorpCOM2,179$48.7K<0.1%+552+33.9%AddedHistory
MNSOMINISO Group Holding LtdSPONSORED ADS2,592$48.6K<0.1%+5+0.2%AddedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK1,574$48.6K<0.1%+363+30.0%AddedHistory
CHCOCity Holding CoCOM406$48.4K<0.1%−30−6.9%ReducedHistory
DNOWDNOW Inc.COM3,629$48.1K<0.1%+1,216+50.4%AddedHistory
BGBunge Global SACOM SHS539$48.0K<0.1%−171−24.1%ReducedHistory
FCFFirst Commonwealth Financial CorpCOM2,847$48.0K<0.1%−77−2.6%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS916$48.0K<0.1%−1,058−53.6%ReducedHistory
DARDarling Ingredients Inc.COM1,331$47.9K<0.1%+416+45.5%AddedHistory
RKLBRocket Lab CorpCOM686$47.9K<0.1%+13+1.9%AddedHistory
PLTKPlaytika Holding Corp.COM12,102$47.8K<0.1%+9,382+344.9%AddedHistory
STAGSTAG Industrial, Inc.COM1,298$47.7K<0.1%−298−18.7%ReducedHistory
JOUTJohnson Outdoors IncCL A1,122$47.6K<0.1%+811+260.8%AddedHistory
CNXCNX Resources CorpCOM1,290$47.4K<0.1%−645−33.3%ReducedHistory
PHINPhinia Inc.COMMON STOCK756$47.4K<0.1%−112−12.9%ReducedHistory
iShares Tr464287762US HLTHCARE ETF726$47.3K<0.1%00.0%Unchanged–
AESAES CorpStock3,290$47.2K<0.1%+149+4.7%AddedHistory
PNWPinnacle West Capital CorpCOM532$47.2K<0.1%−14−2.6%ReducedHistory
iShares Inc464286533MSCI EMERG MRKT735$47.1K<0.1%+652+785.5%Added–
CCSCentury Communities, Inc.COM790$46.9K<0.1%+17+2.2%AddedHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$46.8K<0.1%00.0%UnchangedHistory
MMYTMakeMyTrip LtdStock568$46.6K<0.1%−39−6.4%ReducedHistory
HXLHexcel CorpCOM631$46.6K<0.1%−175−21.7%ReducedHistory
AXAxos Financial, Inc.COM537$46.3K<0.1%+60+12.6%AddedHistory
HFWAHeritage Financial CorpCOM1,955$46.2K<0.1%−185−8.6%ReducedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A13,680$46.1K<0.1%−891−6.1%ReducedHistory
VanEck ETF Trust92189F411BDC INCOME ETF3,250$46.1K<0.1%00.0%Unchanged–
XYZBlock, Inc.CL A707$46.0K<0.1%+179+33.9%AddedHistory
MVTBlackRock Munivest Fund II, Inc.COM4,250$45.9K<0.1%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM2,399$45.9K<0.1%−1,417−37.1%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF1,007$45.7K<0.1%−57−5.4%ReducedConverted for a 2-for-1 split–
Fidelity Covington Trust31609A206ENHANCED SML CAP1,208$45.7K<0.1%+2+0.2%Added–
MIDDMIDDLEBY CorpCOM307$45.6K<0.1%+8+2.7%AddedHistory
WTFCWintrust Financial CorpCOM326$45.6K<0.1%−69−17.5%ReducedHistory
SAFTSafety Insurance Group IncCOM585$45.6K<0.1%+18+3.2%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