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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
BBYBest Buy Co IncStock11,280$755.0K<0.1%+3,718+49.2%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF5,848$753.4K<0.1%+147+2.6%Added–
MMM3M CoStock4,673$748.1K<0.1%+700+17.6%AddedHistory
WCNWaste Connections, Inc.COM4,247$744.6K<0.1%+1,795+73.2%AddedHistory
SFBSServisFirst Bancshares, Inc.COM10,280$738.0K<0.1%−21,622−67.8%ReducedHistory
HSBCHSBC Holdings PLCSPON ADR NEW9,356$736.1K<0.1%+1,260+15.6%AddedHistory
EMEEMCOR Group, Inc.Stock1,201$734.8K<0.1%+144+13.6%AddedHistory
BSXBoston Scientific CorpStock7,700$734.2K<0.1%−660−7.9%ReducedHistory
AZNAstraZeneca PLCADR7,954$731.2K<0.1%+7,954NewHistory
SAPSAP SEADR2,998$728.4K<0.1%+519+20.9%AddedHistory
TERTeradyne, IncStock3,756$726.9K<0.1%+697+22.8%AddedHistory
GILDGilead Sciences, Inc.Stock5,913$725.7K<0.1%+1,139+23.9%AddedHistory
JCIJohnson Controls International plcStock6,052$724.8K<0.1%−897−12.9%ReducedHistory
AJGArthur J. Gallagher & Co.COM2,795$723.3K<0.1%−676−19.5%ReducedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF12,717$722.4K<0.1%+12,375+3,618.4%Added–
iShares Tr464287721U.S. TECH ETF3,601$719.0K<0.1%−18−0.5%Reduced–
LVSLas Vegas Sands CorpCOM11,005$716.3K<0.1%+7,787+242.0%AddedHistory
iShares Tr464288513IBOXX HI YD ETF8,869$715.1K<0.1%−804−8.3%Reduced–
ETREntergy CorpCOM7,720$713.5K<0.1%−13−0.2%ReducedHistory
VSTVistra Corp.Stock4,410$711.5K<0.1%−396−8.2%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock11,061$711.3K<0.1%+3,512+46.5%AddedHistory
TRGPTarga Resources Corp.COM3,854$711.1K<0.1%+623+19.3%AddedHistory
NTRANatera, Inc.COM3,089$707.7K<0.1%+1,000+47.9%AddedHistory
ROLRollins IncCOM11,789$707.6K<0.1%−492−4.0%ReducedHistory
TMToyota Motor CorpADS3,305$707.4K<0.1%+284+9.4%AddedHistory
ELVElevance Health, Inc.Stock2,001$701.6K<0.1%−63−3.1%ReducedHistory
AB Active ETFs Inc00039J103ULTRA SHORT INCM13,871$700.2K<0.1%+13,871New–
iShares Inc464286764MSCI SPAIN ETF12,965$699.0K<0.1%−40.0%Reduced–
ADPAutomatic Data Processing IncStock2,705$696.0K<0.1%−206−7.1%ReducedHistory
AEPAmerican Electric Power Co IncStock6,020$694.1K<0.1%+18+0.3%AddedHistory
RFRegions Financial CorpCOM25,461$690.0K<0.1%−536−2.1%ReducedHistory
SYKStryker CorpStock1,946$684.0K<0.1%+347+21.7%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD7,759$683.4K<0.1%−60−0.8%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,837$682.8K<0.1%+3,896+132.5%Added–
ESTCElastic N.V.ORD SHS9,048$682.6K<0.1%+5,817+180.0%AddedHistory
MPWRMonolithic Power Systems, Inc.COM749$678.4K<0.1%+207+38.2%AddedHistory
AMTAmerican Tower CorpREIT3,859$677.7K<0.1%+2,101+119.5%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF4,795$676.3K<0.1%+49+1.0%Added–
TSNTyson Foods, Inc.Stock11,479$672.9K<0.1%+1,276+12.5%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM2,412$672.8K<0.1%+59+2.5%AddedHistory
American Centy ETF Tr025072349US LARGE CAP VLU8,829$669.0K<0.1%−11,173−55.9%Reduced–
SHWSherwin Williams CoCOM2,052$664.7K<0.1%−258−11.2%ReducedHistory
TXNTexas Instruments IncStock3,827$663.9K<0.1%−769−16.7%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF14,415$663.7K<0.1%+3,155+28.0%Added–
ENBEnbridge IncStock13,836$661.8K<0.1%+564+4.2%AddedHistory
MNSTMonster Beverage CorpCOM8,611$660.2K<0.1%−117−1.3%ReducedHistory
SNDKSandisk CorpCOM2,776$659.0K<0.1%+108+4.0%AddedHistory
KEYSKeysight Technologies, Inc.Stock3,237$657.7K<0.1%+82+2.6%AddedHistory
BNYBank of New York Mellon CorpStock5,664$657.5K<0.1%+752+15.3%AddedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF18,971$653.6K<0.1%−4,655−19.7%Reduced–
GISGeneral Mills IncStock14,033$652.5K<0.1%+4,158+42.1%AddedHistory
UALUnited Airlines Holdings, Inc.COM5,822$651.0K<0.1%+1,018+21.2%AddedHistory
KDPKeurig Dr Pepper Inc.COM23,232$650.7K<0.1%+13,241+132.5%AddedHistory
HONHoneywell International IncCOM3,321$647.9K<0.1%+104+3.2%AddedHistory
RBB FD Inc74933W452F/M US TREASURY12,722$634.6K<0.1%+6,745+112.8%Added–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,844$633.1K<0.1%−116−3.9%ReducedHistory
CBRECbre Group, Inc.CL A3,911$628.9K<0.1%−169−4.1%ReducedHistory
Unified Ser Tr90470L444ONEASCENT INTL15,194$628.9K<0.1%+14,129+1,326.7%Added–
CBSHCommerce Bancshares IncStock12,012$628.7K<0.1%+3,369+39.0%AddedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,497$628.6K<0.1%+328+4.0%Added–
UTHRUnited Therapeutics CorpCOM1,288$627.6K<0.1%+595+85.9%AddedHistory
UBSUBS Group AGStock13,500$625.2K<0.1%+1,516+12.7%AddedHistory
ULTAUlta Beauty, Inc.Stock1,033$625.0K<0.1%−3−0.3%ReducedHistory
iShares Tr464288760US AER DEF ETF2,905$623.6K<0.1%+105+3.8%Added–
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$620.8K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33734H106SHS13,461$620.3K<0.1%+635+5.0%Added–
NBIXNeurocrine Biosciences IncStock4,355$617.7K<0.1%+670+18.2%AddedHistory
PYPLPayPal Holdings, Inc.Stock10,577$617.5K<0.1%+3,797+56.0%AddedHistory
EMREmerson Electric CoStock4,640$615.8K<0.1%+428+10.2%AddedHistory
MLIMueller Industries IncCOM5,361$615.4K<0.1%+1,865+53.3%AddedHistory
Vanguard Information Technology ETF92204A702ETF816$614.6K<0.1%−46−5.3%Reduced–
MDLZMondelez International, Inc.Stock11,376$612.3K<0.1%−1,486−11.6%ReducedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS27,382$611.2K<0.1%+5,853+27.2%AddedHistory
STXSeagate Technology Holdings plcORD SHS2,202$606.5K<0.1%+186+9.2%AddedHistory
HASHasbro, Inc.COM7,374$604.7K<0.1%+724+10.9%AddedHistory
EVREvercore Inc.CLASS A1,774$603.6K<0.1%+58+3.4%AddedHistory
FTNTFortinet, Inc.Stock7,580$602.0K<0.1%+4,629+156.9%AddedHistory
MOAltria Group, Inc.Stock10,435$601.7K<0.1%−498−4.6%ReducedHistory
PNRPENTAIR plcSHS5,762$600.0K<0.1%−183−3.1%ReducedHistory
LYFTLyft, Inc.CL A COM30,852$597.6K<0.1%+2,796+10.0%AddedHistory
MSIMotorola Solutions, Inc.Stock1,556$596.6K<0.1%−164−9.5%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR30,862$596.6K<0.1%−1,219−3.8%ReducedHistory
iShares Tr46435U218ESG MSCI LEADR4,864$589.8K<0.1%+419+9.4%Added–
TTETotalEnergies SEACT8,970$586.8K<0.1%+1,156+14.8%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$586.4K<0.1%00.0%Unchanged–
TRVTravelers Companies, Inc.Stock2,012$583.4K<0.1%−222−9.9%ReducedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD11,636$577.0K<0.1%−7,069−37.8%Reduced–
SCCOSouthern Copper CorpStock3,979$570.9K<0.1%+22+0.6%AddedHistory
MDBMongoDB, Inc.CL A1,358$569.9K<0.1%+309+29.5%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,933$567.5K<0.1%−18−0.9%ReducedHistory
APPAppLovin CorpCOM CL A841$566.5K<0.1%−182−17.8%ReducedHistory
TXTTextron IncCOM6,495$566.2K<0.1%+2,268+53.7%AddedHistory
CLColgate Palmolive CoStock7,147$564.7K<0.1%−449−5.9%ReducedHistory
CFGCitizens Financial Group IncCOM9,607$561.2K<0.1%+2,823+41.6%AddedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF21,767$560.5K<0.1%−6,643−23.4%Reduced–
CDNSCadence Design Systems IncStock1,791$559.6K<0.1%+258+16.8%AddedHistory
AONAon plcCL A1,584$558.9K<0.1%+426+36.8%AddedHistory
MRVLMarvell Technology, Inc.COM6,532$555.1K<0.1%+1,456+28.7%AddedHistory
HBANHuntington Bancshares IncCOM31,896$553.4K<0.1%+6,328+24.7%AddedHistory
ORIOld Republic International CorpCOM12,110$552.7K<0.1%+172+1.4%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