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
UGPUltrapar Holdings IncSP ADR REP COM4,401$16.6K<0.1%+1,614+57.9%AddedHistory
ICLRIcon PLCCOM91$16.6K<0.1%−59−39.3%ReducedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS352$16.6K<0.1%+10+2.9%AddedHistory
UECUranium Energy CorpCOM1,418$16.6K<0.1%+41+3.0%AddedHistory
LOCOEl Pollo Loco Holdings, Inc.COM1,581$16.5K<0.1%+356+29.1%AddedHistory
SYNASYNAPTICS IncStock222$16.4K<0.1%+10+4.7%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM1,028$16.4K<0.1%+301+41.4%AddedHistory
EPAMEPAM Systems, Inc.COM80$16.4K<0.1%−4−4.8%ReducedHistory
TRNOTerreno Realty CorpCOM279$16.4K<0.1%−89−24.2%ReducedHistory
RESRPC IncCOM3,009$16.4K<0.1%−345−10.3%ReducedHistory
ERIEErie Indemnity CoCL A57$16.3K<0.1%−35−38.0%ReducedHistory
LBTYKLiberty Global Ltd.COM CL C1,479$16.3K<0.1%−903−37.9%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.0011,700$16.3K<0.1%+191+12.7%AddedHistory
OFIXOrthofix Medical Inc.COM1,075$16.3K<0.1%−127−10.6%ReducedHistory
SFLSFL Corp Ltd.SHS2,077$16.2K<0.1%−950−31.4%ReducedHistory
American Centy ETF Tr025072182AVANTIS MODERAT244$16.2K<0.1%+25+11.4%Added–
INVXInnovex International, Inc.COM740$16.2K<0.1%+377+103.9%AddedHistory
URBNUrban Outfitters IncCOM215$16.2K<0.1%−289−57.3%ReducedHistory
TFINTriumph Financial, Inc.COM258$16.2K<0.1%−264−50.6%ReducedHistory
OLPOne Liberty Properties IncCOM796$16.2K<0.1%+155+24.2%AddedHistory
ZDZiff Davis, Inc.COM459$16.1K<0.1%−4−0.9%ReducedHistory
HVTHaverty Furniture Companies IncCOM690$16.1K<0.1%+467+209.4%AddedHistory
CCChemours CoStock1,366$16.1K<0.1%+979+253.0%AddedHistory
GMEGameStop Corp.Stock802$16.1K<0.1%−543−40.4%ReducedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK3,493$16.1K<0.1%−61−1.7%ReducedHistory
FSLYFastly, Inc.CL A1,577$16.1K<0.1%−5−0.3%ReducedHistory
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$16.1K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q399BETABUILDRS US130$16.0K<0.1%00.0%Unchanged–
KSSKOHLS CorpStock786$16.0K<0.1%−617−44.0%ReducedHistory
AIPArteris, Inc.COM1,034$16.0K<0.1%+400+63.1%AddedHistory
KRGKite Realty Group TrustCOM NEW667$16.0K<0.1%+29+4.5%AddedHistory
PHARPharming Group N.V.SPON ADS904$16.0K<0.1%−473−34.4%ReducedHistory
STCStewart Information Services CorpCOM227$15.9K<0.1%−27−10.6%ReducedHistory
NRIMNorthrim Bancorp IncCOM599$15.9K<0.1%+555+1,261.4%AddedHistory
RUSHBRush Enterprises IncCL B283$15.9K<0.1%−144−33.7%ReducedHistory
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$15.9K<0.1%00.0%Unchanged–
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED498$15.9K<0.1%−155−23.7%Reduced–
MCRIMonarch Casino & Resort IncCOM165$15.8K<0.1%+131+385.3%AddedHistory
PTENPatterson Uti Energy IncCOM2,584$15.8K<0.1%+349+15.6%AddedHistory
BMRCBank of Marin BancorpCOM606$15.8K<0.1%+52+9.4%AddedHistory
TWITitan International IncCOM2,013$15.8K<0.1%+760+60.7%AddedHistory
PKSTPeakstone Realty TrustCommon Stock1,098$15.8K<0.1%+836+319.1%AddedHistory
CMBTCmb.tech NVSHS1,632$15.7K<0.1%−1,063−39.4%ReducedHistory
PJTPJT Partners Inc.COM CL A94$15.7K<0.1%−33−26.0%ReducedHistory
CTBICommunity Trust Bancorp IncCOM278$15.7K<0.1%−76−21.5%ReducedHistory
GTNGray Media, IncCOM3,232$15.6K<0.1%+1,323+69.3%AddedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C396$15.6K<0.1%−195−33.0%ReducedHistory
ENOVEnovis CORPCOM586$15.6K<0.1%+39+7.1%AddedHistory
AINAlbany International CorpCL A307$15.6K<0.1%+14+4.8%AddedHistory
HUBGHub Group, Inc.CL A364$15.5K<0.1%−135−27.1%ReducedHistory
POSTPost Holdings, Inc.COM156$15.5K<0.1%−507−76.5%ReducedHistory
Tidal Trust I886364645SONICSHARES GBL489$15.4K<0.1%−95−16.3%Reduced–
ASAmer Sports, Inc.COM SHS413$15.4K<0.1%+22+5.6%AddedHistory
QTTBQ32 Bio Inc.COM4,640$15.4K<0.1%−385−7.7%ReducedHistory
BCALCalifornia BanCorpCOM823$15.4K<0.1%−74−8.2%ReducedHistory
PLMRPalomar Holdings, Inc.Stock114$15.4K<0.1%+41+56.2%AddedHistory
ADAMAdamas Trust, Inc.COM2,101$15.3K<0.1%−105−4.8%ReducedHistory
SFDSmithfield Foods IncCOM684$15.3K<0.1%−139−16.9%ReducedHistory
Innovator ETFs Trust45783Y533INNOVATOR INTER467$15.2K<0.1%00.0%Unchanged–
ANDEAndersons, Inc.COM286$15.2K<0.1%−159−35.7%ReducedHistory
ECVTEcovyst Inc.COM1,561$15.2K<0.1%+912+140.5%AddedHistory
SCHLScholastic CorpCOM512$15.2K<0.1%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME363$15.1K<0.1%+8+2.3%Added–
USLMUnited States Lime & Minerals IncCOM126$15.1K<0.1%−1−0.8%ReducedHistory
DBRGDigitalBridge Group, Inc.CL A NEW982$15.1K<0.1%+63+6.9%AddedHistory
IBEXIBEX LtdSHS NEW392$15.0K<0.1%+17+4.5%AddedHistory
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR4,170$14.9K<0.1%+1,403+50.7%AddedHistory
iShares Tr464287192US TRSPRTION200$14.9K<0.1%00.0%Unchanged–
EGHT8X8 IncCOM7,562$14.9K<0.1%−1,133−13.0%ReducedHistory
ASTSAST SpaceMobile, Inc.COM CL A205$14.9K<0.1%−14−6.4%ReducedHistory
Schwab Strategic Tr8085246985 10YR CORP BD648$14.9K<0.1%−106−14.1%Reduced–
WSRWhitestone REITCOM1,071$14.9K<0.1%−433−28.8%ReducedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$14.9K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE97$14.8K<0.1%+97New–
JOYYJOYY Inc.ADS REPSTG COM A229$14.8K<0.1%−108−32.0%ReducedHistory
ORCOrchid Island Capital, Inc.COM NEW2,056$14.8K<0.1%−272−11.7%ReducedHistory
IEIvanhoe Electric Inc.COM926$14.8K<0.1%+797+617.8%AddedHistory
MGRCMcGrath RentcorpCOM141$14.8K<0.1%−159−53.0%ReducedHistory
CCBGCapital City Bank Group IncCOM346$14.7K<0.1%−168−32.7%ReducedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF525$14.7K<0.1%00.0%Unchanged–
GESGuess IncCOM874$14.6K<0.1%−130−12.9%ReducedHistory
FORForestar Group Inc.COM594$14.6K<0.1%−63−9.6%ReducedHistory
NLOPNet Lease Office PropertiesCOM566$14.6K<0.1%−420−42.6%ReducedHistory
CODICompass Diversified HoldingsSH BEN INT3,040$14.6K<0.1%+1,385+83.7%AddedHistory
CXTCrane NXT, Co.COM309$14.5K<0.1%−261−45.8%ReducedHistory
ALGMAllegro Microsystems, Inc.COM551$14.5K<0.1%−23−4.0%ReducedHistory
RNGRRanger Energy Services, Inc.COM CL A1,036$14.5K<0.1%+213+25.9%AddedHistory
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$14.5K<0.1%00.0%Unchanged–
NECBNorthEast Community Bancorp, Inc.COM640$14.5K<0.1%+32+5.3%AddedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM283$14.5K<0.1%+256+948.1%AddedHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF147$14.5K<0.1%+147New–
WisdomTree Tr97717X701EUROPE HEDGED EQ272$14.4K<0.1%−135−33.2%Reduced–
CSRCenterspaceCOM216$14.4K<0.1%+3+1.4%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR261$14.4K<0.1%+38+17.0%AddedHistory
VITLVital Farms, Inc.COM449$14.3K<0.1%+157+53.8%AddedHistory
CLBCore Laboratories Inc.COM893$14.3K<0.1%+762+581.7%AddedHistory
SFIXStitch Fix, Inc.Stock2,716$14.3K<0.1%+1,944+251.8%AddedHistory
FRGEForge Global Holdings, Inc.Stock320$14.3K<0.1%+181+130.2%AddedHistory
KELYAKelly Services IncCL A1,620$14.3K<0.1%−395−19.6%ReducedHistory
EQXEquinox Gold Corp.COM1,015$14.3K<0.1%−122−10.7%ReducedHistory

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