Skip to main content

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
SBSISouthside Bancshares IncCOM987$30.0K<0.1%−11−1.1%ReducedHistory
WASHWashington Trust Bancorp IncCOM1,015$30.0K<0.1%+542+114.6%AddedHistory
PCORProcore Technologies, Inc.COM412$30.0K<0.1%+33+8.7%AddedHistory
SHOOSteven Madden, Ltd.COM719$29.9K<0.1%−143−16.6%ReducedHistory
OSCROscar Health, Inc.CL A2,080$29.9K<0.1%+633+43.7%AddedHistory
TMETencent Music Entertainment GroupSPON ADS1,702$29.8K<0.1%−803−32.1%ReducedHistory
AATAmerican Assets Trust, Inc.COM1,576$29.8K<0.1%−713−31.1%ReducedHistory
UNFIUnited Natural Foods IncCOM886$29.8K<0.1%−175−16.5%ReducedHistory
IBPInstalled Building Products, Inc.COM115$29.8K<0.1%+11+10.6%AddedHistory
TTDTrade Desk, Inc.Stock784$29.8K<0.1%−25−3.1%ReducedHistory
Carnival Corp Ltd.14365C103ADR980$29.7K<0.1%+536+120.7%Added–
GOLFAcushnet Holdings Corp.COM372$29.7K<0.1%−63−14.5%ReducedHistory
FBPFirst BancorpCOM NEW1,432$29.7K<0.1%−385−21.2%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.7K<0.1%00.0%Unchanged–
Innovator ETFs Trust45782C342US SML CP PWR ET843$29.6K<0.1%00.0%Unchanged–
WMSAdvanced Drainage Systems, Inc.COM204$29.6K<0.1%+21+11.5%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C607$29.5K<0.1%+99+19.5%AddedHistory
AMBAAmbarella IncSHS416$29.5K<0.1%−36−8.0%ReducedHistory
TECHBIO-TECHNE CorpCOM501$29.5K<0.1%+9+1.8%AddedHistory
MGYMagnolia Oil & Gas CorpCL A1,346$29.5K<0.1%−426−24.0%ReducedHistory
TENTsakos Energy Navigation LtdSHS1,312$29.4K<0.1%00.0%UnchangedHistory
MSBIMidland States Bancorp, Inc.COM1,389$29.4K<0.1%−386−21.7%ReducedHistory
WMGWarner Music Group Corp.COM CL A958$29.4K<0.1%−65−6.4%ReducedHistory
MTXMinerals Technologies IncCOM482$29.4K<0.1%−428−47.0%ReducedHistory
RNGRingCentral, Inc.CL A1,012$29.2K<0.1%+738+269.3%AddedHistory
SNAPSnap IncStock3,618$29.2K<0.1%+3,071+561.4%AddedHistory
SOBOSouth Bow CorpCOM1,062$29.2K<0.1%+7+0.7%AddedHistory
OIIOceaneering International IncStock1,212$29.1K<0.1%−378−23.8%ReducedHistory
BIOBio-Rad Laboratories, Inc.CL A96$29.1K<0.1%+7+7.9%AddedHistory
First Tr Exch Traded FD III33739P855INSTL PFD SECS1,500$29.1K<0.1%+1,500New–
HIHillenbrand, Inc.COM916$29.1K<0.1%+394+75.5%AddedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ426$29.1K<0.1%+9+2.2%Added–
NBHCNational Bank Holdings CorpCL A764$29.0K<0.1%+235+44.4%AddedHistory
WORWorthington Enterprises, Inc.COM563$29.0K<0.1%+15+2.7%AddedHistory
RZLVRezolve AI PLCORD SHS11,278$29.0K<0.1%+8,497+305.5%AddedHistory
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH312$29.0K<0.1%00.0%Unchanged–
Aim ETF Products Trust00888H794ALLIANZIM US EQT853$29.0K<0.1%−135−13.7%Reduced–
BSTBlackRock Science & Technology TrustSHS710$28.8K<0.1%00.0%UnchangedHistory
DKDelek US Holdings, Inc.COM968$28.7K<0.1%+614+173.4%AddedHistory
TRINTrinity Capital Inc.COM1,956$28.7K<0.1%−33−1.7%ReducedHistory
DORMDorman Products, Inc.COM232$28.6K<0.1%−118−33.7%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM266$28.5K<0.1%+200+303.0%AddedHistory
SMBKSmartfinancial Inc.COM NEW769$28.4K<0.1%−729−48.7%ReducedHistory
APLEApple Hospitality REIT, Inc.REIT2,398$28.4K<0.1%−550−18.7%ReducedHistory
AAONAaon, Inc.COM PAR $0.004371$28.3K<0.1%−64−14.7%ReducedHistory
MIRMirion Technologies, Inc.COM CL A1,207$28.3K<0.1%−849−41.3%ReducedHistory
BRZEBraze, Inc.Stock824$28.3K<0.1%+372+82.3%AddedHistory
HBNCHorizon Bancorp IncCOM1,666$28.3K<0.1%+660+65.6%AddedHistory
KRMNKarman Holdings Inc.COMMON STOCK386$28.2K<0.1%+347+889.7%AddedHistory
PFBCPreferred BankCOM NEW299$28.2K<0.1%−47−13.6%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD528$28.2K<0.1%−85−13.9%ReducedHistory
PCHPotlatchdeltic CorpCOM708$28.2K<0.1%+95+15.5%AddedHistory
HRMYHarmony Biosciences Holdings, Inc.COM752$28.1K<0.1%+643+589.9%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM164$28.1K<0.1%−52−24.1%ReducedHistory
NUVNuveen Municipal Value Fund IncCOM3,100$28.1K<0.1%+3,100NewHistory
AVNSAvanos Medical, Inc.Stock2,496$28.0K<0.1%+1,423+132.6%AddedHistory
SXTSensient Technologies CorpCOM298$28.0K<0.1%−123−29.2%ReducedHistory
IVTInvenTrust Properties Corp.COM NEW991$28.0K<0.1%−373−27.3%ReducedHistory
CCUUnited Breweries Co IncSPONSORED ADR2,189$27.9K<0.1%+80+3.8%AddedHistory
SXIStandex International CorpCOM128$27.8K<0.1%+37+40.7%AddedHistory
Clearway Energy, Inc.18539C105CL A885$27.8K<0.1%−21−2.3%Reduced–
ZIMZIM Integrated Shipping Services Ltd.SHS1,309$27.8K<0.1%−50−3.7%ReducedHistory
CRKComstock Resources IncCOM1,197$27.7K<0.1%−175−12.8%ReducedHistory
CMRECostamare Inc.SHS1,757$27.7K<0.1%+67+4.0%AddedHistory
KODKodiak Sciences Inc.COM991$27.7K<0.1%+916+1,221.3%AddedHistory
EQBKEquity Bancshares IncCOM CL A620$27.7K<0.1%+8+1.3%AddedHistory
XPXP Inc.CL A1,690$27.7K<0.1%+99+6.2%AddedHistory
CHYMChime Financial, Inc.COM SHS CL A1,098$27.6K<0.1%+128+13.2%AddedHistory
CZRCaesars Entertainment, Inc.COM1,180$27.6K<0.1%+361+44.1%AddedHistory
ALEXAlexander & Baldwin, Inc.COM1,337$27.6K<0.1%+339+34.0%AddedHistory
ZEUSOlympic Steel IncCOM641$27.4K<0.1%−356−35.7%ReducedHistory
KMTKennametal IncCOM961$27.3K<0.1%−197−17.0%ReducedHistory
SNDRSchneider National, Inc.CL B1,027$27.2K<0.1%−354−25.6%ReducedHistory
AGMFederal Agricultural Mortgage CorpCL C155$27.2K<0.1%−44−22.1%ReducedHistory
IESCIES Holdings, Inc.COM70$27.2K<0.1%+10+16.7%AddedHistory
RPAYRepay Holdings CorpCOM CL A7,460$27.2K<0.1%−4,150−35.7%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF271$27.2K<0.1%+25+10.2%Added–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$27.2K<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock3,787$27.2K<0.1%−2,244−37.2%ReducedHistory
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,012$27.1K<0.1%−28−2.7%Reduced–
Abrdn ETFs003261104BBRG ALL COMD K11,388$27.1K<0.1%+1,388New–
Sapiens Intl Corp N VG7T16G103SHS623$27.1K<0.1%+122+24.4%Added–
QFINQfin Holdings, Inc.AMERICAN DEP1,404$27.1K<0.1%−185−11.6%ReducedHistory
FFBCFirst Financial BancorpCOM1,079$27.0K<0.1%+315+41.2%AddedHistory
SJMJ M SMUCKER CoStock276$27.0K<0.1%−1,150−80.6%ReducedHistory
TXTernium S.A.SPONSORED ADS704$26.9K<0.1%+232+49.2%AddedHistory
LINELineage, Inc.COM764$26.7K<0.1%−11−1.4%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM899$26.7K<0.1%+405+82.0%AddedHistory
CECelanese CorpStock631$26.7K<0.1%−374−37.2%ReducedHistory
RDVTRed Violet, Inc.COM468$26.7K<0.1%+377+414.3%AddedHistory
Vanguard S&P 500 Value ETF921932703ETF130$26.6K<0.1%+130New–
MLRMiller Industries IncCOM NEW712$26.6K<0.1%−304−29.9%ReducedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF1,157$26.5K<0.1%+3+0.3%Added–
MAXMediaAlpha, Inc.CL A2,045$26.5K<0.1%+151+8.0%AddedHistory
HSICHenry Schein IncCOM350$26.5K<0.1%+13+3.9%AddedHistory
BTUPeabody Energy CorpCOM888$26.4K<0.1%+78+9.6%AddedHistory
INDVIndivior Pharmaceuticals, Inc.COM734$26.3K<0.1%+734NewHistory
WLDNWilldan Group, Inc.COM254$26.3K<0.1%+67+35.8%AddedHistory
ELSEquity Lifestyle Properties IncCOM434$26.3K<0.1%−522−54.6%ReducedHistory
TENBTenable Holdings, Inc.COM1,117$26.3K<0.1%+276+32.8%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