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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
IMAXImax CorpCOM941$34.8K<0.1%−25−2.6%ReducedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX311$34.8K<0.1%−60−16.2%Reduced–
Fidelity Covington Trust316092527SML MID MLTFCT787$34.7K<0.1%00.0%Unchanged–
MRXMarex Group LtdORD905$34.7K<0.1%+903+45,150.0%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW1,649$34.7K<0.1%+22+1.4%AddedHistory
LXPLXP Industrial TrustCOM698$34.6K<0.1%+44+6.8%AddedConverted for a 1-for-5 splitHistory
VRRMVerra Mobility CorpCL A COM STK1,539$34.5K<0.1%−481−23.8%ReducedHistory
TDSTelephone & Data Systems IncCOM NEW840$34.4K<0.1%−306−26.7%ReducedHistory
KIOKKR Income Opportunities FundCOM2,971$34.4K<0.1%+1,103+59.0%AddedHistory
CCBCoastal Financial CorpCOM NEW300$34.4K<0.1%+169+129.0%AddedHistory
CELCCelcuity Inc.COM343$34.2K<0.1%+319+1,329.2%AddedHistory
PCVXVaxcyte, Inc.COM741$34.2K<0.1%+184+33.0%AddedHistory
BYByline Bancorp, Inc.COM1,171$34.1K<0.1%+76+6.9%AddedHistory
DBXDropbox, Inc.CL A1,221$33.9K<0.1%+113+10.2%AddedHistory
ARDCAres Dynamic Credit Allocation Fund, Inc.COM2,552$33.9K<0.1%+957+60.0%AddedHistory
SOLSSolstice Advanced Materials Inc.COM SHS696$33.8K<0.1%+696NewHistory
BBTBeacon Financial CorpCOM1,281$33.8K<0.1%−1,842−59.0%ReducedHistory
FLGFlagstar Bank, National AssociationStock2,683$33.8K<0.1%+739+38.0%AddedHistory
CVCOCavco Industries, Inc.COM57$33.7K<0.1%+1+1.8%AddedHistory
WDFCWD 40 CoCOM171$33.7K<0.1%−85−33.2%ReducedHistory
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,300$33.6K<0.1%−2,555−23.5%ReducedHistory
PENPenumbra IncCOM108$33.6K<0.1%−53−32.9%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$33.4K<0.1%00.0%Unchanged–
SFNCSimmons First National CorpCL A $1 PAR1,773$33.4K<0.1%−144−7.5%ReducedHistory
PFSProvident Financial Services IncCOM1,681$33.2K<0.1%−108−6.0%ReducedHistory
NHCNational Healthcare CorpCOM242$33.2K<0.1%−261−51.9%ReducedHistory
CWKCushman & Wakefield Ltd.COMMON SHARES2,048$33.2K<0.1%−64−3.0%ReducedHistory
SERVServe Robotics Inc.COM3,192$33.1K<0.1%+2,392+299.0%AddedHistory
ASOAcademy Sports & Outdoors, Inc.COM663$33.1K<0.1%−103−13.4%ReducedHistory
ACLSAxcelis Technologies IncStock411$33.0K<0.1%−174−29.7%ReducedHistory
CWSTCasella Waste Systems IncCL A337$33.0K<0.1%+98+41.0%AddedHistory
HEHawaiian Electric Industries IncCOM2,682$33.0K<0.1%+737+37.9%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF1,244$32.9K<0.1%+1,090+707.8%Added–
VIPSVipshop Holdings LtdSPONSORED ADS A1,857$32.9K<0.1%+242+15.0%AddedHistory
POWLPowell Industries IncStock103$32.8K<0.1%+12+13.2%AddedHistory
SDRLSEADRILL LtdCOM947$32.8K<0.1%+99+11.7%AddedHistory
STRLSterling Infrastructure, Inc.COM107$32.8K<0.1%+27+33.8%AddedHistory
HPHelmerich & Payne, Inc.COM1,140$32.7K<0.1%−376−24.8%ReducedHistory
KOPNKopin CorpCOM13,933$32.6K<0.1%−2,000−12.6%ReducedHistory
BBDBank BradescoSP ADR PFD NEW9,784$32.6K<0.1%+3,648+59.5%AddedHistory
BOKFBok Financial CorpCOM NEW275$32.6K<0.1%−161−36.9%ReducedHistory
NSSCNapco Security Technologies, IncStock781$32.6K<0.1%+156+25.0%AddedHistory
SKTTanger Inc.COM968$32.3K<0.1%−129−11.8%ReducedHistory
JDJD.com, Inc.SPON ADS CL A1,124$32.3K<0.1%−61−5.1%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS818$32.2K<0.1%+325+65.9%AddedHistory
BSACBanco Santander ChileSP ADR REP COM1,035$32.2K<0.1%−282−21.4%ReducedHistory
HHHHoward Hughes Holdings Inc.COM403$32.1K<0.1%−262−39.4%ReducedHistory
THFFFirst Financial CorpStock532$32.1K<0.1%−106−16.6%ReducedHistory
LABStandard Biotools Inc.COM25,078$32.1K<0.1%−113−0.4%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF313$32.1K<0.1%−131−29.5%Reduced–
EFOREverforth IncCOM666$32.1K<0.1%+123+22.7%AddedHistory
WSBFWaterstone Financial, Inc.COM1,938$32.1K<0.1%−281−12.7%ReducedHistory
MATVMativ Holdings, Inc.COM2,637$32.0K<0.1%+20+0.8%AddedHistory
MATXMatson, Inc.COM258$31.9K<0.1%+94+57.3%AddedHistory
TRSTTrustco Bank Corp N YCOM NEW771$31.9K<0.1%−19−2.4%ReducedHistory
Fidelity Covington Trust31609A107ENHANCED LARGE919$31.8K<0.1%00.0%Unchanged–
CVBFCVB Financial CorpCOM1,712$31.8K<0.1%+272+18.9%AddedHistory
ALKTAlkami Technology, Inc.Stock1,379$31.8K<0.1%−49−3.4%ReducedHistory
iShares Tr46435G102CONV BD ETF322$31.8K<0.1%+4+1.3%Added–
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$31.7K<0.1%00.0%UnchangedHistory
ARDXArdelyx, Inc.COM5,436$31.7K<0.1%−354−6.1%ReducedHistory
CIBGrupo Cibest S.A.SPON ADS498$31.7K<0.1%+12+2.5%AddedHistory
RBRKRubrik, Inc.Stock414$31.7K<0.1%+49+13.4%AddedHistory
CIGIColliers International Group Inc.SUB VTG SHS215$31.6K<0.1%−96−30.9%ReducedHistory
MGEEMge Energy IncCOM403$31.6K<0.1%+112+38.5%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,011$31.5K<0.1%+345+51.8%AddedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK1,185$31.5K<0.1%−162−12.0%ReducedHistory
FSSFederal Signal CorpCOM289$31.4K<0.1%+37+14.7%AddedHistory
ASBAssociated Banc-CorpCOM1,218$31.4K<0.1%−105−7.9%ReducedHistory
USPHU S Physical Therapy IncCOM401$31.3K<0.1%−70−14.9%ReducedHistory
HOMBHome Bancshares IncCOM1,126$31.3K<0.1%+171+17.9%AddedHistory
OSBCOld Second Bancorp IncCOM1,604$31.3K<0.1%−6−0.4%ReducedHistory
FTDRFrontdoor, Inc.COM541$31.2K<0.1%+3+0.6%AddedHistory
EICEagle Point Income CoCOM2,735$31.2K<0.1%+1,064+63.7%AddedHistory
KWRQuaker Chemical CorpCOM227$31.2K<0.1%−26−10.3%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM1,245$31.1K<0.1%+1,232+9,476.9%AddedHistory
MSGSMadison Square Garden Sports Corp.CL A120$31.0K<0.1%+8+7.1%AddedHistory
RLIRli CorpCOM485$31.0K<0.1%−111−18.6%ReducedHistory
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$31.0K<0.1%00.0%Unchanged–
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,621$31.0K<0.1%+203+14.3%AddedHistory
GGBGerdau S.A.SPON ADR REP PFD8,401$31.0K<0.1%−1,188−12.4%ReducedHistory
DVADavita Inc.COM272$30.9K<0.1%−284−51.1%ReducedHistory
IPARInterparfums IncCOM363$30.8K<0.1%+45+14.2%AddedHistory
DRHDiamondRock Hospitality CoCOM3,436$30.8K<0.1%+1,498+77.3%AddedHistory
SMRNuscale Power CorpCL A COM2,164$30.7K<0.1%+418+23.9%AddedHistory
Putnam ETF Trust746729508BDC INCOME ETF1,000$30.6K<0.1%+1,000New–
DSGXDescartes Systems Group IncCOM348$30.5K<0.1%−437−55.7%ReducedHistory
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,260$30.4K<0.1%+11+0.9%Added–
Global X Uranium ETF37954Y871ETF712$30.4K<0.1%+612+612.0%Added–
NOMDNomad Foods LtdUSD ORD SHS2,432$30.4K<0.1%+479+24.5%AddedHistory
OTTROtter Tail CorpCOM376$30.4K<0.1%+212+129.3%AddedHistory
DTDynatrace, Inc.Stock701$30.4K<0.1%−98−12.3%ReducedHistory
MDPediatrix Medical Group, Inc.COM1,415$30.3K<0.1%+45+3.3%AddedHistory
EBCEastern Bankshares, Inc.COM1,637$30.2K<0.1%+762+87.1%AddedHistory
Ea Series Trust02072L680STRIVE 500 ETF684$30.2K<0.1%+684New–
LEGLeggett & Platt IncStock2,740$30.1K<0.1%+475+21.0%AddedHistory
APGEApogee Therapeutics, Inc.COM399$30.1K<0.1%+124+45.1%AddedHistory
QBTSD-Wave Quantum Inc.Stock1,151$30.1K<0.1%+838+267.7%AddedHistory
GLBEGlobal-E Online Ltd.SHS764$30.0K<0.1%+56+7.9%AddedHistory
CMCOColumbus McKinnon CorpCOM1,741$30.0K<0.1%+565+48.0%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