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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
PEPPepsiCo IncStock12,817$1.84M0.1%+1,747+15.8%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF56,102$1.83M0.1%−19,029−25.3%Reduced–
iShares Tr464288158SHRT NAT MUN ETF17,132$1.83M0.1%+1,915+12.6%Added–
KOCoca Cola CoStock26,095$1.82M0.1%−40.0%ReducedHistory
LINLinde PLCStock4,265$1.82M0.1%−246−5.5%ReducedHistory
ABTAbbott LaboratoriesStock14,420$1.81M0.1%−777−5.1%ReducedHistory
ProShares Tr74347X864ULTRPRO S&P50015,586$1.80M0.1%−7,027−31.1%Reduced–
UNHUnitedHealth Group IncStock5,430$1.79M0.1%−1,000−15.6%ReducedHistory
JBLJabil IncStock7,845$1.79M0.1%+128+1.7%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF66,135$1.78M0.1%−8,356−11.2%Reduced–
LKQLKQ CorpCOM58,829$1.78M0.1%−14,113−19.3%ReducedHistory
FHNFirst Horizon CorpCOM74,262$1.77M0.1%+65,978+796.5%AddedHistory
QCOMQualcomm IncStock10,309$1.76M0.1%+1,669+19.3%AddedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF17,738$1.76M0.1%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF31,905$1.75M0.1%−149−0.5%Reduced–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF7,037$1.75M0.1%+6,756+2,404.3%Added–
COFCapital One Financial CorpStock7,193$1.74M0.1%+987+15.9%AddedHistory
Timothy Plan887432326HIG DV STK ETF45,026$1.73M0.1%−6,175−12.1%Reduced–
GDXUBank of MontrealMICROSCTR 3X LEV7,109$1.73M0.1%+3,049+75.1%AddedHistory
BCBrunswick CorpCOM23,125$1.72M0.1%−2,289−9.0%ReducedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF39,502$1.71M0.1%−658−1.6%Reduced–
Fidelity Covington Tr31609A800ENHANCED EMRNGS51,654$1.68M0.1%+51,654New–
ANETArista Networks, Inc.Stock12,716$1.67M0.1%+2,048+19.2%AddedHistory
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT47,974$1.66M0.1%+906+1.9%Added–
SCHWSchwab Charles CorpStock16,492$1.65M0.1%−385−2.3%ReducedHistory
AB Active ETFs Inc00039J830SHOR DU YIEL ETF45,854$1.65M0.1%+934+2.1%Added–
iShares Tr46436E7180-3 MTH TREASURY16,390$1.65M0.1%+2,827+20.8%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT26,919$1.64M0.1%−3,431−11.3%Reduced–
NOWServiceNow, Inc.Stock10,609$1.63M0.1%+3,149+42.2%AddedConverted for a 5-for-1 splitHistory
INTCIntel CorpStock44,023$1.62M0.1%−67−0.2%ReducedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V42,743$1.62M0.1%+2,186+5.4%Added–
Vanguard Wellington FD921935870SHORT TRM TAX EX15,728$1.60M0.1%+2,693+20.7%Added–
LMTLockheed Martin CorpStock3,303$1.60M0.1%+1,002+43.5%AddedHistory
Etfis Ser Tr I26923G707VIRTUS NEWFLEET69,264$1.60M0.1%+12,840+22.8%Added–
Pacer FDS Tr69374H709GLOBL CASH ETF38,473$1.59M0.1%+17,122+80.2%Added–
Amplify ETF Tr032108722CWP INTL ENHANCE41,209$1.58M0.1%−13,684−24.9%Reduced–
BMYBristol Myers Squibb CoStock28,857$1.56M0.1%+19,794+218.4%AddedHistory
Direxion Shs ETF Tr25459W862DRX S&P500BULL7,027$1.55M0.1%+3,995+131.8%Added–
iShares S&P 100 ETF464287101ETF4,476$1.54M0.1%−46−1.0%Reduced–
UPSUnited Parcel Service IncStock15,467$1.53M0.1%+3,772+32.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock7,350$1.53M0.1%+427+6.2%AddedHistory
ADBEAdobe Inc.Stock4,382$1.53M0.1%+313+7.7%AddedHistory
CCitigroup IncStock13,127$1.53M0.1%+847+6.9%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV10,960$1.53M0.1%−568−4.9%Reduced–
PMPhilip Morris International Inc.Stock9,455$1.52M0.1%−328−3.4%ReducedHistory
LRCXLam Research CorpStock8,757$1.50M0.1%−1,396−13.7%ReducedHistory
GDGeneral Dynamics CorpStock4,445$1.50M0.1%+409+10.1%AddedHistory
IBMInternational Business Machines CorpStock5,050$1.50M0.1%+555+12.3%AddedHistory
PGProcter & Gamble CoStock10,430$1.49M0.1%−2,357−18.4%ReducedHistory
FDXFedEx CorpStock5,152$1.49M0.1%+923+21.8%AddedHistory
MPCMarathon Petroleum CorpStock9,113$1.48M0.1%+722+8.6%AddedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA29,527$1.47M0.1%+10,407+54.4%Added–
Cyberark Software LtdM2682V108SHS3,292$1.47M0.1%−1,562−32.2%Reduced–
Volatility Shs Tr92864M3012X BITCOIN STRAT52,889$1.47M0.1%+35,432+203.0%Added–
iShares Tr46428743220 YR TR BD ETF16,720$1.46M0.1%+3,398+25.5%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,392$1.45M0.1%+2,970+46.2%Added–
CNCCentene CorpStock35,227$1.45M0.1%+20,155+133.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF12,032$1.45M0.1%+328+2.8%Added–
UGLProShares Trust IIULTRA GOLD26,017$1.44M0.1%+3,016+13.1%AddedHistory
APHAmphenol CorpCL A10,668$1.44M0.1%+1,776+20.0%AddedHistory
FIXComfort Systems USA IncCOM1,544$1.44M0.1%+404+35.4%AddedHistory
GMGeneral Motors CoCOM17,616$1.43M0.1%−387−2.1%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES57,704$1.41M0.1%+6,897+13.6%Added–
iShares Tr464288448INTL SEL DIV ETF35,552$1.40M0.1%−10,795−23.3%Reduced–
ARK Innovation ETF00214Q104ETF18,214$1.40M0.1%+3,035+20.0%Added–
iShares S&P 500 Value ETF464287408ETF6,569$1.39M0.1%+90+1.4%Added–
MCDMcDonalds CorpStock4,512$1.38M0.1%+79+1.8%AddedHistory
BKNGBooking Holdings Inc.Stock253$1.36M<0.1%+8+3.3%AddedHistory
UNPUnion Pacific CorpStock5,768$1.33M<0.1%+9+0.2%AddedHistory
HALHalliburton CoStock47,196$1.33M<0.1%−1,174−2.4%ReducedHistory
INCYIncyte CorpCOM13,261$1.31M<0.1%+639+5.1%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF15,589$1.31M<0.1%+1,948+14.3%Added–
Strategy Shs86280R787EVENTIDE US MRKT48,301$1.30M<0.1%+64+0.1%Added–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID33,292$1.28M<0.1%+4,243+14.6%Added–
EXPEExpedia Group, Inc.Stock4,533$1.28M<0.1%+532+13.3%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF45,013$1.28M<0.1%−14,350−24.2%Reduced–
ORLYO Reilly Automotive IncStock14,009$1.28M<0.1%+2,965+26.8%AddedHistory
CVSCVS Health CorpStock16,011$1.27M<0.1%−244−1.5%ReducedHistory
VLOValero Energy CorpStock7,772$1.27M<0.1%−116−1.5%ReducedHistory
RSGRepublic Services, Inc.COM5,948$1.26M<0.1%+123+2.1%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF47,798$1.25M<0.1%−3,083−6.1%Reduced–
TEAMAtlassian CorpCL A7,689$1.25M<0.1%+5,510+252.9%AddedHistory
Franklin Templeton ETF Tr35473P652FTSE EUROPE33,839$1.24M<0.1%−16,218−32.4%Reduced–
SYMSymbotic Inc.Stock20,767$1.24M<0.1%−21,953−51.4%ReducedHistory
Schwab US Tips ETF808524870ETF46,597$1.23M<0.1%−3,280−6.6%Reduced–
NEMNEWMONT CorpStock12,297$1.23M<0.1%+1,954+18.9%AddedHistory
WDCWestern Digital CorpCOM7,105$1.22M<0.1%+942+15.3%AddedHistory
PCGPG&E CorpStock75,820$1.22M<0.1%+25,285+50.0%AddedHistory
PSXPhillips 66Stock9,439$1.22M<0.1%+1,351+16.7%AddedHistory
American Centy ETF Tr025072877US SML CP VALU11,727$1.20M<0.1%−9,073−43.6%Reduced–
iShares Tr46435G425ESG AWR MSCI USA8,003$1.19M<0.1%−42−0.5%Reduced–
iShares Tr46434V613CORE UNIVRSL USD25,474$1.19M<0.1%−2,154−7.8%Reduced–
EIXEdison InternationalStock19,502$1.17M<0.1%+9,027+86.2%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock6,264$1.16M<0.1%+244+4.1%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED29,742$1.16M<0.1%−1,015−3.3%Reduced–
WMWaste Management IncStock5,273$1.16M<0.1%+1,503+39.9%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN25,274$1.16M<0.1%−5,142−16.9%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,987$1.16M<0.1%−379−8.7%Reduced–
OXYOccidental Petroleum CorpStock28,010$1.15M<0.1%−432−1.5%ReducedHistory
DHRDanaher CorpStock5,017$1.15M<0.1%+765+18.0%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