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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
TBBKBancorp, Inc.COM211$14.2K<0.1%−37−14.9%ReducedHistory
OSWOnespaworld Holdings LtdCOM685$14.2K<0.1%+465+211.4%AddedHistory
Pacer FDS Tr69374H311NASD IN PATE ETF525$14.2K<0.1%+525New–
TDAYUSA TODAY Co., Inc.COM2,745$14.1K<0.1%+94+3.5%AddedHistory
NXDRNextdoor Holdings, Inc.COM CL A6,724$14.1K<0.1%−380−5.3%ReducedHistory
MCFTMasterCraft Boat Holdings, Inc.COM746$14.1K<0.1%+538+258.7%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,842$14.1K<0.1%+1,554+47.3%AddedHistory
QTWOQ2 Holdings, Inc.COM195$14.1K<0.1%+155+387.5%AddedHistory
ZETAZeta Global Holdings Corp.CL A689$14.0K<0.1%+62+9.9%AddedHistory
PVHPVH Corp.COM209$14.0K<0.1%−158−43.1%ReducedHistory
QSQuantumScape CorpCOM CL A1,340$14.0K<0.1%+41+3.2%AddedHistory
Vanguard World FD921910733ESG US STK ETF115$13.9K<0.1%+115New–
BIRKBirkenstock Holding plcCOM SHS340$13.9K<0.1%+119+53.8%AddedHistory
TNETTrinet Group, Inc.COM235$13.9K<0.1%+153+186.6%AddedHistory
NUVLNuvalent, Inc.COM138$13.9K<0.1%−18−11.5%ReducedHistory
WRBYWarby Parker Inc.CL A COM637$13.9K<0.1%+124+24.2%AddedHistory
SANASana Biotechnology, Inc.COM3,402$13.8K<0.1%00.0%UnchangedHistory
XRNChiron Real Estate Inc.COM NEW410$13.8K<0.1%−35−7.9%ReducedHistory
ZUMZZumiez IncCOM531$13.8K<0.1%+128+31.8%AddedHistory
JRSNuveen Real Estate Income FundCOM1,800$13.8K<0.1%00.0%UnchangedHistory
CIFRCipher Digital Inc.COM934$13.8K<0.1%+841+904.3%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM2,232$13.7K<0.1%+1,703+321.9%AddedHistory
GTXGarrett Motion Inc.Stock787$13.7K<0.1%+654+491.7%AddedHistory
TBPHTheravance Biopharma, Inc.COM733$13.7K<0.1%+272+59.0%AddedHistory
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$13.7K<0.1%00.0%Unchanged–
ProShares Tr74350P675ULTRAPRO SHORT200$13.7K<0.1%+200New–
HZOMarinemax IncCOM565$13.7K<0.1%−4−0.7%ReducedHistory
URGNUroGen Pharma Ltd.COM584$13.7K<0.1%−5−0.8%ReducedHistory
NTSTNETSTREIT Corp.COM774$13.7K<0.1%−1,001−56.4%ReducedHistory
IONQIonQ, Inc.COM303$13.6K<0.1%−1,622−84.3%ReducedHistory
KENKenon Holdings Ltd.SHS205$13.6K<0.1%00.0%UnchangedHistory
HLIOHelios Technologies, Inc.COM254$13.6K<0.1%−22−8.0%ReducedHistory
RMTRoyce Micro-Cap Trust, Inc.COM1,302$13.6K<0.1%00.0%UnchangedHistory
Zeekr Intelligent Technology98923K103SPON ADS522$13.6K<0.1%+261+100.0%Added–
LBRDALiberty Broadband CorpCOM SER A281$13.6K<0.1%+99+54.4%AddedHistory
IRTIndependence Realty Trust, Inc.COM775$13.5K<0.1%−802−50.9%ReducedHistory
CAKECheesecake Factory IncCOM268$13.5K<0.1%+2+0.8%AddedHistory
SUZSuzano S.A.SPON ADS1,448$13.5K<0.1%−389−21.2%ReducedHistory
PRVAPrivia Health Group, Inc.COM569$13.5K<0.1%−2−0.4%ReducedHistory
LRNStride, Inc.COM207$13.4K<0.1%−268−56.4%ReducedHistory
OUSTOuster, Inc.COM NEW621$13.4K<0.1%−39−5.9%ReducedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$13.4K<0.1%00.0%Unchanged–
JBSSSanfilippo John B & Son IncCOM190$13.4K<0.1%−177−48.2%ReducedHistory
BULLWebull CorpORD SHS1,716$13.3K<0.1%+1,216+243.2%AddedHistory
UCTTUltra Clean Holdings, Inc.COM525$13.3K<0.1%−401−43.3%ReducedHistory
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$13.3K<0.1%+223New–
MLKNMillerknoll, Inc.COM725$13.3K<0.1%+275+61.1%AddedHistory
CGEMCullinan Therapeutics, Inc.COM1,280$13.2K<0.1%+284+28.5%AddedHistory
IRDMIridium Communications Inc.COM762$13.2K<0.1%+742+3,710.0%AddedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$13.2K<0.1%00.0%UnchangedHistory
COMPCompass, Inc.CL A1,250$13.2K<0.1%−112−8.2%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF41$13.2K<0.1%00.0%Unchanged–
BRSLBrightstar Lottery PLCSHS USD850$13.2K<0.1%+152+21.8%AddedHistory
ITRIItron, Inc.COM141$13.1K<0.1%−120−46.0%ReducedHistory
TFIITFI International Inc.COM126$13.0K<0.1%+20+18.9%AddedHistory
RLXRLX Technology Inc.SPONSORED ADS5,588$13.0K<0.1%+1,279+29.7%AddedHistory
CRICarters IncCOM401$13.0K<0.1%+34+9.3%AddedHistory
PDPagerDuty, Inc.COM989$13.0K<0.1%−616−38.4%ReducedHistory
REXRex American Resources CorpCOM401$13.0K<0.1%−51−11.3%ReducedHistory
HBTHBT Financial, Inc.COM501$13.0K<0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock246$12.9K<0.1%−168−40.6%ReducedHistory
EVAXEvaxion A/SADR2,707$12.9K<0.1%+2,707NewHistory
TREELendingTree, Inc.COM243$12.9K<0.1%−24−9.0%ReducedHistory
FSBWFS Bancorp, Inc.COM313$12.9K<0.1%+6+2.0%AddedHistory
WIXWix.com Ltd.SHS124$12.9K<0.1%−114−47.9%ReducedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF316$12.9K<0.1%00.0%Unchanged–
OMCLOmnicell, Inc.COM284$12.9K<0.1%−54−16.0%ReducedHistory
IRMDIradimed CorpCOM132$12.8K<0.1%+65+97.0%AddedHistory
POWIPower Integrations IncCOM361$12.8K<0.1%−21−5.5%ReducedHistory
OCFCOceanfirst Financial CorpCOM713$12.8K<0.1%−46−6.1%ReducedHistory
INBXInhibrx Biosciences, Inc.COM162$12.8K<0.1%+122+305.0%AddedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW456$12.8K<0.1%+400+714.3%AddedHistory
CNKCinemark Holdings, Inc.COM550$12.8K<0.1%−46−7.7%ReducedHistory
NVTSNavitas Semiconductor CorpCOM1,788$12.8K<0.1%+777+76.9%AddedHistory
CASSCass Information Systems IncCOM307$12.7K<0.1%−181−37.1%ReducedHistory
ITICInvestors Title CoCOM51$12.7K<0.1%00.0%UnchangedHistory
HBCPHome Bancorp, Inc.COM220$12.7K<0.1%−26−10.6%ReducedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF499$12.7K<0.1%+8+1.6%Added–
CMRCCommerce.com, Inc.COM SER 13,082$12.7K<0.1%+1,303+73.2%AddedHistory
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB276$12.7K<0.1%+263+2,023.1%AddedHistory
GBXGreenbrier Companies IncStock271$12.7K<0.1%−186−40.7%ReducedHistory
SEMSelect Medical Holdings CorpCOM852$12.7K<0.1%+531+165.4%AddedHistory
CVGWCalavo Growers IncCOM578$12.6K<0.1%−178−23.5%ReducedHistory
WLKWestlake CorpCOM170$12.6K<0.1%−27−13.7%ReducedHistory
AESIAtlas Energy Solutions Inc.COM NEW1,331$12.5K<0.1%+43+3.3%AddedHistory
ACCOAcco Brands CorpCOM3,355$12.5K<0.1%−3,589−51.7%ReducedHistory
PSFEPaysafe LtdSHS1,547$12.5K<0.1%+74+5.0%AddedHistory
MTNVail Resorts IncCOM94$12.5K<0.1%−71−43.0%ReducedHistory
ALCOAlico, Inc.COM341$12.4K<0.1%−8−2.3%ReducedHistory
BWBBridgewater Bancshares IncCOM704$12.3K<0.1%−156−18.1%ReducedHistory
PGENPrecigen, Inc.COM2,951$12.3K<0.1%−108−3.5%ReducedHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN490$12.3K<0.1%−6−1.2%Reduced–
RALRalliant CorpStock240$12.2K<0.1%+113+89.0%AddedHistory
LINCLincoln Educational Services CorpCOM504$12.2K<0.1%+489+3,260.0%AddedHistory
NSITInsight Enterprises IncCOM149$12.1K<0.1%−378−71.7%ReducedHistory
GBDCGolub Capital BDC, Inc.COM894$12.1K<0.1%+228+34.2%AddedHistory
DOCSDoximity, Inc.CL A273$12.1K<0.1%−364−57.1%ReducedHistory
FRMIFermi Inc.COM1,509$12.1K<0.1%+1,509NewHistory
NEWTNewtekOne, Inc.COM NEW1,063$12.1K<0.1%−132−11.0%ReducedHistory
PLABPhotronics IncCOM377$12.1K<0.1%+44+13.2%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