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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
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.3K<0.1%00.0%Unchanged–
SBLKStar Bulk Carriers Corp.SHS PAR1,001$19.2K<0.1%+73+7.9%AddedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$19.2K<0.1%00.0%Unchanged–
NESRNational Energy Services Reunited Corp.SHS1,226$19.2K<0.1%+56+4.8%AddedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF496$19.2K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33741X102SMID RISNG ETF500$19.2K<0.1%+500New–
BBWBuild-A-Bear Workshop IncCOM312$19.1K<0.1%−76−19.6%ReducedHistory
NATLNCR Atleos CorpCOM SHS501$19.1K<0.1%−43−7.9%ReducedHistory
ITGRInteger Holdings CorpCOM243$19.1K<0.1%−89−26.8%ReducedHistory
NUSNu Skin Enterprises, Inc.CL A1,980$19.0K<0.1%+460+30.3%AddedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$19.0K<0.1%00.0%Unchanged–
INVAInnoviva, Inc.COM952$19.0K<0.1%−761−44.4%ReducedHistory
AGLagilon health, inc.COM27,610$19.0K<0.1%+21,483+350.6%AddedHistory
PARRPar Pacific Holdings, Inc.COM NEW540$19.0K<0.1%+226+72.0%AddedHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A445$18.9K<0.1%−93−17.3%ReducedHistory
LILi Auto Inc.SPONSORED ADS1,116$18.9K<0.1%+159+16.6%AddedHistory
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$18.9K<0.1%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A2,220$18.9K<0.1%00.0%UnchangedHistory
DEIDouglas Emmett IncCOM1,716$18.9K<0.1%+264+18.2%AddedHistory
MTUSMetallus Inc.COM1,099$18.9K<0.1%−121−9.9%ReducedHistory
UTLUnitil CorpCOM389$18.8K<0.1%+55+16.5%AddedHistory
CENTACentral Garden & Pet CoCL A NON-VTG644$18.8K<0.1%−757−54.0%ReducedHistory
BOOTBoot Barn Holdings, Inc.COM106$18.7K<0.1%−4−3.6%ReducedHistory
RLAYRelay Therapeutics, Inc.COM2,211$18.7K<0.1%00.0%UnchangedHistory
YORWYork Water CoCOM585$18.6K<0.1%−292−33.3%ReducedHistory
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$18.6K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust316092824LOW VOLITY ETF278$18.6K<0.1%00.0%Unchanged–
CHWCalamos Global Dynamic Income FundCOM2,500$18.5K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR3,632$18.5K<0.1%+1,248+52.3%AddedHistory
KRYSKrystal Biotech, Inc.COM75$18.5K<0.1%+12+19.0%AddedHistory
VREVeris Residential, Inc.COM1,242$18.5K<0.1%−48−3.7%ReducedHistory
BANDBandwidth Inc.COM CL A1,192$18.4K<0.1%+16+1.4%AddedHistory
AMBPArdagh Metal Packaging S.A.SHS4,490$18.4K<0.1%+689+18.1%AddedHistory
TSBKTimberland Bancorp IncCOM514$18.4K<0.1%−4−0.8%ReducedHistory
iShares Tr464288257MSCI ACWI ETF130$18.4K<0.1%00.0%Unchanged–
PBIPitney Bowes IncCOM1,740$18.4K<0.1%−1,732−49.9%ReducedHistory
CALYCallaway Golf CoCOM1,572$18.3K<0.1%+637+68.1%AddedHistory
PPLIPeople IncCOM NEW469$18.3K<0.1%+27+6.1%AddedHistory
HTBHomeTrust Bancshares, Inc.COM426$18.3K<0.1%−43−9.2%ReducedHistory
NPKINPK International Inc.COM SHS1,528$18.2K<0.1%−460−23.1%ReducedHistory
SNCYSun Country Airlines Holdings, LLCCOM1,261$18.1K<0.1%−37−2.9%ReducedHistory
FEDUFour Seasons Education (Cayman) Inc.ADR1,649$18.1K<0.1%−978−37.2%ReducedHistory
PRMBPrimo Brands CorpCLASS A COM SHS1,109$18.1K<0.1%−1,164−51.2%ReducedHistory
MMIMarcus & Millichap, Inc.COM664$18.1K<0.1%+146+28.2%AddedHistory
ENTAEnanta Pharmaceuticals IncCOM1,148$18.1K<0.1%00.0%UnchangedHistory
RDZNRoadzen Inc.ORD SHS7,510$18.1K<0.1%+7,510NewHistory
NFBKNorthfield Bancorp, Inc.COM1,582$18.1K<0.1%−65−3.9%ReducedHistory
IBCPIndependent Bank CorpCOM NEW553$18.0K<0.1%−47−7.8%ReducedHistory
WSWorthington Steel, Inc.COM SHS519$18.0K<0.1%−50−8.8%ReducedHistory
SHOSunstone Hotel Investors, Inc.COM2,009$18.0K<0.1%+44+2.2%AddedHistory
CZNCCitizens & Northern CorpCOM888$17.9K<0.1%−141−13.7%ReducedHistory
JBTMJBT Marel CorpCOM118$17.8K<0.1%−19−13.9%ReducedHistory
TKTeekay Corp LtdSHS1,967$17.8K<0.1%+563+40.1%AddedHistory
WRLDWorld Acceptance CorpCOM126$17.7K<0.1%−29−18.7%ReducedHistory
Tidal Trust II88636J600ROUNDHILL GENER300$17.7K<0.1%+300New–
SPDR Index Shs FDS78463X848ST STR ACWI ETF492$17.7K<0.1%+492New–
GNLGlobal Net Lease, Inc.COM NEW2,054$17.7K<0.1%−759−27.0%ReducedHistory
MATWMatthews International CorpCL A676$17.7K<0.1%+64+10.5%AddedHistory
SLABSilicon Laboratories Inc.Stock135$17.6K<0.1%−139−50.7%ReducedHistory
OBKOrigin Bancorp, Inc.COM469$17.6K<0.1%+150+47.0%AddedHistory
WHRWhirlpool CorpStock244$17.6K<0.1%−121−33.2%ReducedHistory
AMRAlpha Metallurgical Resources, Inc.COM88$17.6K<0.1%+14+18.9%AddedHistory
VVXV2X, Inc.COM322$17.6K<0.1%+4+1.3%AddedHistory
GTLSChart Industries IncCOM85$17.5K<0.1%−60−41.4%ReducedHistory
BHRBBurke & Herbert Financial Services Corp.COM281$17.5K<0.1%−62−18.1%ReducedHistory
iShares Tr46435U796SYSTEMATIC BD ET195$17.5K<0.1%+195New–
ETF Ser Solutions26922A503VIDENTCORE EQ FD265$17.5K<0.1%+18+7.3%Added–
SMPLSimply Good Foods CoCOM870$17.5K<0.1%−114−11.6%ReducedHistory
VNETVNET Group, Inc.SPONSORED ADS A2,056$17.4K<0.1%−2,101−50.5%ReducedHistory
REZIResideo Technologies, Inc.Stock495$17.4K<0.1%+44+9.8%AddedHistory
ECEcopetrol S.A.SPONSORED ADS1,734$17.4K<0.1%+205+13.4%AddedHistory
iShares Tr464288521CRE U S REIT ETF305$17.4K<0.1%00.0%Unchanged–
RRRRed Rock Resorts, Inc.CL A280$17.3K<0.1%−11−3.8%ReducedHistory
MFAMfa Financial, Inc.COM1,862$17.3K<0.1%−52−2.7%ReducedHistory
GSBCGreat Southern Bancorp, Inc.COM281$17.3K<0.1%−13−4.4%ReducedHistory
CRAICra International, Inc.COM86$17.3K<0.1%−18−17.3%ReducedHistory
SCLStepan CoCOM363$17.2K<0.1%−132−26.7%ReducedHistory
VRNSVaronis Systems IncCOM521$17.1K<0.1%−1,040−66.6%ReducedHistory
STKLSunOpta Inc.COM4,490$17.1K<0.1%00.0%UnchangedHistory
RNSTRenasant CorpCOM484$17.0K<0.1%−373−43.5%ReducedHistory
AZTAAzenta, Inc.COM512$17.0K<0.1%−126−19.7%ReducedHistory
CSWCSW Industrials, Inc.COM58$17.0K<0.1%−33−36.3%ReducedHistory
PLPlanet Labs PBCCOM CL A863$17.0K<0.1%+848+5,653.3%AddedHistory
TGTredegar CorpCOM2,368$17.0K<0.1%+497+26.6%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS349$17.0K<0.1%+66+23.3%AddedHistory
DACDanaos CorpSHS180$17.0K<0.1%+4+2.3%AddedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG783$17.0K<0.1%−308−28.2%Reduced–
LEN.BLennar CorpCL B178$16.9K<0.1%−13−6.8%ReducedHistory
SBHSally Beauty Holdings, Inc.COM1,188$16.9K<0.1%−267−18.4%ReducedHistory
JAMFJamf Holding Corp.COM1,301$16.9K<0.1%−1,019−43.9%ReducedHistory
LADRLadder Capital CorpCL A1,539$16.9K<0.1%−76−4.7%ReducedHistory
SCSCScansource, Inc.COM433$16.9K<0.1%−34−7.3%ReducedHistory
NAVINavient CorpCOM1,294$16.8K<0.1%+232+21.8%AddedHistory
CUBECubeSmartREIT466$16.8K<0.1%+15+3.3%AddedHistory
WTWisdomTree, Inc.COM1,377$16.8K<0.1%+63+4.8%AddedHistory
WDWalker & Dunlop, Inc.COM279$16.8K<0.1%+76+37.4%AddedHistory
FLYWFlywire CorpCOM VTG1,184$16.8K<0.1%+574+94.1%AddedHistory
GAINGladstone Investment CorporationdeCEF1,200$16.8K<0.1%00.0%UnchangedHistory
TRTXTPG RE Finance Trust, Inc.COM1,947$16.8K<0.1%+1,620+495.4%AddedHistory
CLFCleveland-Cliffs Inc.COM1,259$16.7K<0.1%+274+27.8%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