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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
Schwab International Equity ETF808524805ETF47,598$1.14M<0.1%−9,588−16.8%Reduced–
MEDPMedpace Holdings, Inc.COM2,016$1.13M<0.1%+477+31.0%AddedHistory
ABNBAirbnb, Inc.Stock8,314$1.13M<0.1%+3,699+80.2%AddedHistory
WELLWelltower Inc.REIT6,059$1.12M<0.1%+1,017+20.2%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF22,866$1.12M<0.1%−6,335−21.7%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF25,127$1.12M<0.1%−1,719−6.4%ReducedConverted for a 2-for-1 split–
Vanguard Index FDS922908652EXTEND MKT ETF5,365$1.12M<0.1%−638−10.6%Reduced–
BABoeing CoStock5,161$1.12M<0.1%+130+2.6%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF4,411$1.12M<0.1%+2,423+121.9%Added–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR47,501$1.11M<0.1%−1,160−2.4%ReducedHistory
ProShares Tr74349Y704ULTRA BITCOIN ET49,687$1.10M<0.1%+24,680+98.7%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF12,175$1.10M<0.1%−384−3.1%Reduced–
PKGPackaging Corp of AmericaStock5,307$1.09M<0.1%+38+0.7%AddedHistory
TTTrane Technologies plcSHS2,803$1.09M<0.1%−163−5.5%ReducedHistory
VZVerizon Communications IncStock26,684$1.09M<0.1%+1,498+5.9%AddedHistory
SGOLabrdn Gold ETF TrustETF26,191$1.08M<0.1%−353−1.3%ReducedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,517$1.08M<0.1%+397+2.8%Added–
ISRGIntuitive Surgical IncCOM NEW1,885$1.07M<0.1%+362+23.8%AddedHistory
ZMZoom Communications, Inc.Stock12,334$1.06M<0.1%+6,314+104.9%AddedHistory
iShares Tr46435G193ESG AWRE USD ETF45,330$1.06M<0.1%+1,754+4.0%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF1,750$1.06M<0.1%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM5,420$1.05M<0.1%+1,579+41.1%AddedHistory
DUKDuke Energy CORPStock8,977$1.05M<0.1%−582−6.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,363$1.05M<0.1%+326+31.4%AddedHistory
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$1.04M<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45783Y681NASDAQ 100 MANA30,300$1.04M<0.1%+30,300New–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF37,901$1.04M<0.1%+6,415+20.4%Added–
PHParker-Hannifin CorpStock1,180$1.04M<0.1%+42+3.7%AddedHistory
DGXQuest Diagnostics IncCOM5,956$1.03M<0.1%−67−1.1%ReducedHistory
ACNAccenture plcStock3,844$1.03M<0.1%+560+17.1%AddedHistory
Dimensional ETF Trust25434V740EMERGING MKTS VA30,460$1.03M<0.1%−1,820−5.6%Reduced–
First Tr Exchange-Traded FD33738D879FT VEST RIS39,101$1.03M<0.1%+200+0.5%Added–
WMBWilliams Companies, Inc.COM17,045$1.02M<0.1%−895−5.0%ReducedHistory
iShares Russell 2000 ETF464287655ETF4,156$1.02M<0.1%−505−10.8%Reduced–
Schwab Intermediate-Term US Treasury ETF808524854ETF40,778$1.02M<0.1%−1,902−4.5%Reduced–
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,982$1.02M<0.1%−543−5.7%Reduced–
NEENextera Energy IncStock12,630$1.01M<0.1%+2,684+27.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,749$1.01M<0.1%−125−6.7%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,616$1.01M<0.1%−791−17.9%Reduced–
FCXFreeport-McMoran IncStock19,697$1.00M<0.1%+1,099+5.9%AddedHistory
Schwab International Small-Cap Equity ETF808524888ETF21,949$999.3K<0.1%−349−1.6%Reduced–
DALDelta Air Lines, Inc.COM NEW14,317$993.6K<0.1%+1,427+11.1%AddedHistory
ETNEaton Corp plcStock3,119$993.5K<0.1%−53−1.7%ReducedHistory
iShares Tr46435U853BROAD USD HIGH26,418$987.9K<0.1%+501+1.9%Added–
Schwab Emerging Markets Equity ETF808524706ETF29,753$974.4K<0.1%−2,252−7.0%Reduced–
Strategy Shs86280R811EVEN HIGH DI ETF36,550$970.0K<0.1%+483+1.3%Added–
NETCloudflare, Inc.CL A COM4,905$967.0K<0.1%−4,383−47.2%ReducedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF20,198$966.5K<0.1%−842−4.0%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW16,035$961.0K<0.1%+1,014+6.8%Added–
RBLXRoblox CorpStock11,785$955.0K<0.1%+1,156+10.9%AddedHistory
CMICummins IncStock1,863$951.1K<0.1%−25−1.3%ReducedHistory
INTUIntuit Inc.Stock1,431$948.3K<0.1%−10−0.7%ReducedHistory
MDTMedtronic plcStock9,814$942.8K<0.1%+61+0.6%AddedHistory
RYRoyal Bank of CanadaStock5,477$933.8K<0.1%+641+13.3%AddedHistory
BLKBlackRock, Inc.Stock863$924.5K<0.1%+98+12.8%AddedHistory
FTITechnipFMC plcCOM20,686$921.8K<0.1%+3,280+18.8%AddedHistory
CMGChipotle Mexican Grill IncCOM24,907$921.5K<0.1%+12,999+109.2%AddedHistory
STESTERIS plcSHS USD3,629$920.1K<0.1%+650+21.8%AddedHistory
AGQProShares Trust IIULTRA SILVER NEW5,916$917.7K<0.1%−3,535−37.4%ReducedHistory
Schwab US Aggregate Bond ETF808524839ETF39,259$917.5K<0.1%−8,531−17.9%Reduced–
NOCNorthrop Grumman CorpStock1,608$916.9K<0.1%−173−9.7%ReducedHistory
UBERUber Technologies, IncStock11,192$914.5K<0.1%−307−2.7%ReducedHistory
NDAQNasdaq, Inc.COM9,412$914.2K<0.1%−26−0.3%ReducedHistory
DVNDevon Energy CorpStock24,850$910.2K<0.1%−3,016−10.8%ReducedHistory
SHOPShopify Inc.Stock5,617$904.2K<0.1%+1,072+23.6%AddedHistory
AMPAmeriprise Financial IncCOM1,831$898.0K<0.1%+486+36.1%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999929,347$896.3K<0.1%−4,839−14.2%ReducedHistory
AXONAxon Enterprise, Inc.COM1,574$893.9K<0.1%+1,118+245.2%AddedHistory
DISWalt Disney CoStock7,856$893.6K<0.1%+273+3.6%AddedHistory
ADIAnalog Devices IncStock3,283$890.2K<0.1%−108−3.2%ReducedHistory
iShares Tr464289859CORE 80 20 ETF9,883$885.1K<0.1%+121+1.2%Added–
XELXcel Energy IncStock11,885$877.8K<0.1%+495+4.3%AddedHistory
IIIVi3 Verticals, Inc.COM CL A34,531$869.8K<0.1%+17,454+102.2%AddedHistory
SPOTSpotify Technology S.A.Stock1,495$868.2K<0.1%+403+36.9%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF18,519$866.9K<0.1%−8,335−31.0%Reduced–
iShares Tr464288646ISHS 1-5YR INVS16,383$866.3K<0.1%−857−5.0%Reduced–
TPRTapestry, Inc.COM6,774$865.5K<0.1%+182+2.8%AddedHistory
BOILProShares Trust IIETF37,645$862.1K<0.1%+35,188+1,432.2%AddedHistory
LOWLowes Companies IncStock3,544$854.5K<0.1%−371−9.5%ReducedHistory
DGDollar General CorpCOM6,344$842.3K<0.1%+1,833+40.6%AddedHistory
Schwab U.S. REIT ETF808524847ETF39,441$823.9K<0.1%−1,947−4.7%Reduced–
ICEIntercontinental Exchange, Inc.Stock5,014$812.1K<0.1%+132+2.7%AddedHistory
IQVIQVIA Holdings Inc.Stock3,599$811.3K<0.1%+558+18.3%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN49,182$811.0K<0.1%+110+0.2%AddedHistory
VRTVertiv Holdings CoCOM CL A4,981$806.9K<0.1%+568+12.9%AddedHistory
SPGIS&P Global Inc.Stock1,542$805.9K<0.1%−350−18.5%ReducedHistory
ROPRoper Technologies IncStock1,804$803.1K<0.1%+284+18.7%AddedHistory
BDXBecton Dickinson & CoStock4,134$802.3K<0.1%+323+8.5%AddedHistory
USBUS Bancorp DECOM NEW14,965$798.5K<0.1%+5,648+60.6%AddedHistory
iShares Tr4642886613 7 YR TREAS BD6,653$794.1K<0.1%+1,049+18.7%Added–
iShares Tr464287390LATN AMER 40 ETF25,995$791.5K<0.1%+20,159+345.4%Added–
TAT&T Inc.Stock31,832$790.7K<0.1%−4,656−12.8%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF5,478$785.1K<0.1%−1,009−15.6%Reduced–
ILMNIllumina, Inc.COM5,977$784.0K<0.1%+1,710+40.1%AddedHistory
PLDPrologis, Inc.REIT6,107$779.5K<0.1%+1,000+19.6%AddedHistory
TFCTruist Financial CorpCOM15,828$778.9K<0.1%+62+0.4%AddedHistory
GLWCorning IncCOM8,872$776.8K<0.1%−399−4.3%ReducedHistory
EOGEOG Resources IncStock7,392$776.2K<0.1%−1,057−12.5%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF13,825$771.4K<0.1%−1,566−10.2%Reduced–
HLTHilton Worldwide Holdings Inc.COM2,658$763.6K<0.1%−35−1.3%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