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
EBEventbrite, Inc.COM CL A2,709$12.1K<0.1%−572−17.4%ReducedHistory
RMAXRE/MAX Holdings, Inc.CL A1,587$12.0K<0.1%+1,016+177.9%AddedHistory
Flexshares Tr33939L779DISCP DUR MBS579$12.0K<0.1%00.0%Unchanged–
CZFSCitizens Financial Services IncCOM209$11.9K<0.1%−30−12.6%ReducedHistory
PGYPagaya Technologies Ltd.CL A NEW570$11.9K<0.1%+45+8.6%AddedHistory
AVOMission Produce, Inc.COM1,026$11.9K<0.1%−88−7.9%ReducedHistory
Innovator ETFs Trust45782C532US EQTY ULTRA B300$11.9K<0.1%00.0%Unchanged–
NBTXNanobiotix S.A.SPONSORED ADS514$11.9K<0.1%00.0%UnchangedHistory
AHRTAH Realty Trust, Inc.COM1,791$11.9K<0.1%−963−35.0%ReducedHistory
ROGRogers CorpCOM129$11.8K<0.1%−47−26.7%ReducedHistory
LEVILevi Strauss & CoCL A COM STK569$11.8K<0.1%+23+4.2%AddedHistory
CBANColony Bankcorp IncCOM662$11.8K<0.1%−16−2.4%ReducedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD893$11.8K<0.1%+885+11,062.5%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS661$11.8K<0.1%−64−8.8%ReducedHistory
BSRRSierra BancorpCOM358$11.7K<0.1%+243+211.3%AddedHistory
PRDOPerdoceo Education CorpCOM398$11.7K<0.1%−67−14.4%ReducedHistory
iShares Tr46435G326CORE MSCI INTL141$11.6K<0.1%00.0%Unchanged–
MNROMonro, Inc.COM578$11.6K<0.1%+138+31.4%AddedHistory
RGCRegencell Bioscience Holdings LtdORDINARY SHARES550$11.6K<0.1%+550NewHistory
CXCemex SAB de CVSPON ADR NEW1,005$11.5K<0.1%+103+11.4%AddedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A2,805$11.5K<0.1%−6,100−68.5%ReducedHistory
HLITHarmonic Inc.COM1,156$11.4K<0.1%+129+12.6%AddedHistory
UUUUEnergy Fuels IncCOM NEW783$11.4K<0.1%+46+6.2%AddedHistory
BGCBGC Group, Inc.CL A1,272$11.4K<0.1%−6,109−82.8%ReducedHistory
CGONCG Oncology, Inc.COM273$11.3K<0.1%00.0%UnchangedHistory
ELFe.l.f. Beauty, Inc.COM149$11.3K<0.1%+14+10.4%AddedHistory
BGSB&G Foods, Inc.COM2,629$11.3K<0.1%−875−25.0%ReducedHistory
GPREGreen Plains Inc.COM1,148$11.3K<0.1%−75−6.1%ReducedHistory
FDBCFidelity D & D Bancorp IncCOM258$11.2K<0.1%−4−1.5%ReducedHistory
LAZLazard, Inc.COM231$11.2K<0.1%+10+4.5%AddedHistory
TEOTelecom Argentina SASPON ADR REP B966$11.2K<0.1%−50−4.9%ReducedHistory
TRUPTrupanion, Inc.COM300$11.2K<0.1%+56+23.0%AddedHistory
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$11.2K<0.1%00.0%Unchanged–
BRKRBruker CorpCOM237$11.2K<0.1%+21+9.7%AddedHistory
ORRFOrrstown Financial Services IncCOM315$11.2K<0.1%−120−27.6%ReducedHistory
RVMDRevolution Medicines, Inc.COM140$11.2K<0.1%+8+6.1%AddedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS1,600$11.1K<0.1%+618+62.9%AddedHistory
COHUCohu IncCOM475$11.1K<0.1%−330−41.0%ReducedHistory
VCVisteon CorpCOM NEW116$11.0K<0.1%−21−15.3%ReducedHistory
KREFKKR Real Estate Finance Trust Inc.COM1,342$11.0K<0.1%−1,997−59.8%ReducedHistory
iShares Inc464286632MSCI ISRAEL ETF100$11.0K<0.1%00.0%Unchanged–
FTKFlotek Industries IncCOM NEW638$11.0K<0.1%+638NewHistory
ATNIATN International, Inc.COM482$11.0K<0.1%+144+42.6%AddedHistory
PEBPebblebrook Hotel TrustCOM969$11.0K<0.1%−32−3.2%ReducedHistory
GDENNew Royal Holdco I Inc.COM403$11.0K<0.1%+403NewHistory
CNMDCONMED CorpCOM269$10.9K<0.1%+201+295.6%AddedHistory
YELPYelp IncCL A359$10.9K<0.1%+98+37.5%AddedHistory
CERSCerus CorpCOM5,289$10.9K<0.1%+519+10.9%AddedHistory
BCCBoise Cascade CoCOM148$10.9K<0.1%−124−45.6%ReducedHistory
UHTUniversal Health Realty Income TrustSH BEN INT277$10.9K<0.1%−57−17.1%ReducedHistory
GRNTGranite Ridge Resources, Inc.COM2,305$10.8K<0.1%−2,898−55.7%ReducedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF125$10.8K<0.1%−2,930−95.9%Reduced–
SPDR Series Trust78464A607ST STR DOW REIT110$10.8K<0.1%00.0%Unchanged–
EHABEnhabit, Inc.COM1,169$10.8K<0.1%−57−4.6%ReducedHistory
ProShares Tr74347R206PSHS ULTRA QQQ152$10.7K<0.1%+104+216.7%AddedConverted for a 2-for-1 split–
AVTRAvantor, Inc.COM934$10.7K<0.1%−1,222−56.7%ReducedHistory
OBTOrange County Bancorp, Inc.COM374$10.7K<0.1%+292+356.1%AddedHistory
DSXDiana Shipping Inc.COM6,392$10.6K<0.1%+517+8.8%AddedHistory
LFSTLifeStance Health Group, Inc.COM1,505$10.6K<0.1%+590+64.5%AddedHistory
CNOBConnectOne Bancorp, Inc.COM404$10.6K<0.1%−547−57.5%ReducedHistory
MNDYmonday.com Ltd.SHS71$10.5K<0.1%−58−45.0%ReducedHistory
TALTAL Education GroupSPONSORED ADS960$10.5K<0.1%+185+23.9%AddedHistory
PENGPenguin Solutions, Inc.Stock535$10.5K<0.1%+3+0.6%AddedHistory
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$10.5K<0.1%00.0%UnchangedHistory
ASANAsana, Inc.CL A761$10.4K<0.1%+560+278.6%AddedHistory
DXCDXC Technology CoStock712$10.4K<0.1%−895−55.7%ReducedHistory
RCUSArcus Biosciences, Inc.COM437$10.4K<0.1%00.0%UnchangedHistory
ONITOnity Group Inc.COM NEW227$10.4K<0.1%+34+17.6%AddedHistory
Putnam ETF Trust746729300FOCUSED LAR CAP228$10.4K<0.1%+228New–
APPSDigital Turbine, Inc.COM NEW2,078$10.4K<0.1%+665+47.1%AddedHistory
CWCOConsolidated Water Co. Ltd.ORD294$10.4K<0.1%+232+374.2%AddedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$10.3K<0.1%00.0%Unchanged–
PGNYProgyny, Inc.COM401$10.3K<0.1%−67−14.3%ReducedHistory
COE51Talk Online Education GroupSPONSORED ADR322$10.3K<0.1%−176−35.3%ReducedHistory
GPGIGPGI, Inc.COM CL A533$10.3K<0.1%−192−26.5%ReducedHistory
MYRGMyr Group Inc.COM47$10.3K<0.1%+7+17.5%AddedHistory
WFGWest Fraser Timber Co., LtdCOM168$10.3K<0.1%+11+7.0%AddedHistory
WNCWabash National CorpCOM1,186$10.3K<0.1%+511+75.7%AddedHistory
ALXAlexanders IncCOM47$10.2K<0.1%−31−39.7%ReducedHistory
LQDALiquidia CorpCOM NEW297$10.2K<0.1%−125−29.6%ReducedHistory
BHRBraemar Hotels & Resorts Inc.COM3,553$10.2K<0.1%−345−8.9%ReducedHistory
RMRRMR Group Inc.CL A683$10.2K<0.1%−565−45.3%ReducedHistory
CABOCable One, Inc.COM90$10.2K<0.1%−50−35.7%ReducedHistory
MRNAModerna, Inc.Stock344$10.1K<0.1%−167−32.7%ReducedHistory
YEXTYext, Inc.COM1,259$10.1K<0.1%−4−0.3%ReducedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,651$10.1K<0.1%+387+30.6%AddedHistory
CARECarter Bankshares, Inc.COM NEW513$10.1K<0.1%−502−49.5%ReducedHistory
MRTNMarten Transport LtdCOM875$9.96K<0.1%+247+39.3%AddedHistory
CBZCBIZ, Inc.COM197$9.94K<0.1%−596−75.2%ReducedHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$9.94K<0.1%00.0%Unchanged–
HUTHut 8 Corp.COM216$9.92K<0.1%−45−17.2%ReducedHistory
RCKTRocket Pharmaceuticals, Inc.COM2,811$9.87K<0.1%+297+11.8%AddedHistory
RYZRyerson Holding CorpCOM392$9.86K<0.1%−91−18.8%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM1,239$9.85K<0.1%−1,420−53.4%ReducedHistory
GDOTGreen Dot CorpCL A767$9.82K<0.1%+16+2.1%AddedHistory
NIUNiu TechnologiesADS3,241$9.82K<0.1%+820+33.9%AddedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM3,486$9.80K<0.1%−10.0%ReducedHistory
BURBurford Capital LtdORD SHS1,097$9.79K<0.1%+412+60.1%AddedHistory
THRMGentherm IncCOM269$9.78K<0.1%−128−32.2%ReducedHistory
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP400$9.77K<0.1%+400New–

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