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
EWEdwards Lifesciences CorpStock4,918$419.3K<0.1%+508+11.5%AddedHistory
HCAHCA Healthcare, Inc.COM897$418.6K<0.1%+31+3.6%AddedHistory
HWMHowmet Aerospace Inc.Stock2,029$416.0K<0.1%+145+7.7%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM9,417$415.9K<0.1%+1,558+19.8%Added–
RLRalph Lauren CorpCL A1,172$414.4K<0.1%+290+32.9%AddedHistory
CICigna GroupStock1,504$414.2K<0.1%+389+34.9%AddedHistory
ZSZscaler, Inc.Stock1,840$413.9K<0.1%−365−16.6%ReducedHistory
iShares Tr464287150CORE S&P TTL STK2,763$410.9K<0.1%+684+32.9%Added–
ARMKAramarkCOM11,133$410.4K<0.1%+6,386+134.5%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,435$410.2K<0.1%+1,315+62.0%AddedConverted for a 2-for-1 split–
CPAYCorpay, Inc.COM SHS1,362$409.7K<0.1%+223+19.6%AddedHistory
Vanguard Real Estate ETF922908553ETF4,598$406.9K<0.1%+1,249+37.3%Added–
WFWoori Financial Group Inc.SPONSORED ADS6,886$404.8K<0.1%−276−3.9%ReducedHistory
ANAutonation, Inc.COM1,959$404.5K<0.1%−39−2.0%ReducedHistory
EAElectronic Arts Inc.COM1,972$403.0K<0.1%−136−6.5%ReducedHistory
BPOPPopular, Inc.COM NEW3,227$401.8K<0.1%−318−9.0%ReducedHistory
EQIXEquinix IncCOM520$398.6K<0.1%−20−3.7%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF13,249$398.4K<0.1%−1,011−7.1%Reduced–
NTNXNutanix, Inc.Stock7,700$398.0K<0.1%+1,945+33.8%AddedHistory
ROKURoku, IncCOM CL A3,664$397.5K<0.1%+135+3.8%AddedHistory
CCKCrown Holdings, Inc.COM3,854$396.8K<0.1%−515−11.8%ReducedHistory
DKNGDraftKings Inc.Stock11,506$396.5K<0.1%−2,516−17.9%ReducedHistory
iShares Tr46435G409MSCI INTL VLU FT10,407$396.0K<0.1%+583+5.9%Added–
LECOLincoln Electric Holdings IncCOM1,644$394.0K<0.1%+320+24.2%AddedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,387$391.5K<0.1%+66+0.7%Added–
BKRBaker Hughes CoCL A8,590$391.2K<0.1%+1,640+23.6%AddedHistory
AIGAmerican International Group, Inc.Stock4,566$390.6K<0.1%−467−9.3%ReducedHistory
SNVSynovus Financial CorpCOM NEW7,789$389.8K<0.1%−148−1.9%ReducedHistory
LAMRLamar Advertising CoREIT3,073$389.0K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock1,892$388.7K<0.1%−146−7.2%ReducedHistory
FICOFair Isaac CorpCOM229$387.6K<0.1%−19−7.7%ReducedHistory
CVNACarvana Co.CL A917$387.0K<0.1%+53+6.1%AddedHistory
COOCooper Companies, Inc.COM4,696$384.9K<0.1%+66+1.4%AddedHistory
SBUXStarbucks CorpStock4,569$384.7K<0.1%+449+10.9%AddedHistory
iShares Semiconductor ETF464287523ETF1,276$384.4K<0.1%+535+72.2%Added–
Angel Oak Funds Trust03463K752OAK ULTRASHORT7,499$383.5K<0.1%+7,499New–
BCSBarclays PLCADR15,039$382.7K<0.1%+1,451+10.7%AddedHistory
iShares Tr46435G672CORE INTL AGGR7,625$381.3K<0.1%−35−0.5%Reduced–
EPDEnterprise Products Partners L.P.Stock11,812$378.7K<0.1%−10.0%ReducedHistory
IVZInvesco Ltd.Stock14,389$378.0K<0.1%+807+5.9%AddedHistory
DDominion Energy, IncStock6,452$378.0K<0.1%−356−5.2%ReducedHistory
VanEck Semiconductor ETF92189F676ETF1,046$376.9K<0.1%+486+86.8%Added–
FNFFidelity National Financial, Inc.COM SHS6,893$376.3K<0.1%+1,808+35.6%AddedHistory
OSISOsi Systems IncCOM1,475$376.2K<0.1%+82+5.9%AddedHistory
CWCurtiss Wright CorpStock681$375.4K<0.1%+84+14.1%AddedHistory
CTASCintas CorpStock1,985$373.2K<0.1%+274+16.0%AddedHistory
MARMarriott International IncStock1,201$372.7K<0.1%−32−2.6%ReducedHistory
VMCVulcan Materials COCOM1,300$370.8K<0.1%−130−9.1%ReducedHistory
ALLEAllegion plcORD SHS2,320$369.4K<0.1%−665−22.3%ReducedHistory
ROKRockwell Automation, IncStock949$369.2K<0.1%−22−2.3%ReducedHistory
Vanguard Health Care ETF92204A504ETF1,280$368.6K<0.1%00.0%Unchanged–
ACGLArch Capital Group Ltd.Stock3,840$368.4K<0.1%+1,160+43.3%AddedHistory
UGIUgi CorpStock9,842$368.4K<0.1%+456+4.9%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A9,535$368.4K<0.1%+1,154+13.8%AddedHistory
DASHDoorDash, Inc.Stock1,621$367.1K<0.1%−1,822−52.9%ReducedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$366.8K<0.1%00.0%Unchanged–
MFCManulife Financial CorpCOM10,105$366.6K<0.1%+116+1.2%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,765$366.5K<0.1%−389−1.7%ReducedHistory
PAYXPaychex IncStock3,258$365.5K<0.1%−209−6.0%ReducedHistory
MTCHMatch Group, Inc.COM11,303$365.0K<0.1%+1,688+17.6%AddedHistory
iShares Tr464287861EUROPE ETF5,319$364.9K<0.1%+258+5.1%Added–
TRMBTrimble Inc.COM4,640$363.5K<0.1%+27+0.6%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS9,948$363.5K<0.1%+3,221+47.9%AddedHistory
EFXEquifax IncCOM1,674$363.4K<0.1%+92+5.8%AddedHistory
IPInternational Paper CoCOM9,216$363.0K<0.1%−377−3.9%ReducedHistory
WRBBerkley W R CorpCOM5,175$362.9K<0.1%−349−6.3%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM6,093$362.1K<0.1%−1,058−14.8%ReducedHistory
TGTTarget CorpStock3,704$362.0K<0.1%+1,505+68.4%AddedHistory
SSNCSS&C Technologies Holdings IncCOM4,135$361.5K<0.1%−370−8.2%ReducedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,843$361.4K<0.1%−150−5.0%Reduced–
Listed FDS Tr53656F599SWAN HEDGED EQTY14,327$361.2K<0.1%+7,015+95.9%Added–
EGEverest Group, Ltd.COM1,064$361.1K<0.1%−906−46.0%ReducedHistory
DDOGDatadog, Inc.CL A COM2,650$360.4K<0.1%+226+9.3%AddedHistory
PPCPilgrims Pride CorpStock9,238$360.2K<0.1%−1,000−9.8%ReducedHistory
SRESempraStock4,079$360.1K<0.1%−71−1.7%ReducedHistory
NTAPNetApp, Inc.Stock3,360$359.8K<0.1%−673−16.7%ReducedHistory
RKTRocket Companies, Inc.Stock18,478$357.7K<0.1%+16,317+755.1%AddedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD6,660$357.2K<0.1%−1,072−13.9%ReducedHistory
INGING Groep NVSPONSORED ADR12,738$356.7K<0.1%+1,259+11.0%AddedHistory
TTCToro CoCOM4,530$356.6K<0.1%−732−13.9%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock1,671$356.5K<0.1%+64+4.0%AddedHistory
USFDUS Foods Holding Corp.COM4,722$355.7K<0.1%−569−10.8%ReducedHistory
JLLJones Lang Lasalle IncCOM1,055$355.0K<0.1%+533+102.1%AddedHistory
iShares Tr464288281JPMORGAN USD EMG3,684$354.7K<0.1%−660−15.2%Reduced–
BPREBluerock Private Real Estate FundCOM23,634$354.5K<0.1%+23,634NewHistory
HLNHaleon plcADR35,018$354.0K<0.1%+8,477+31.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,432$353.8K<0.1%−167−10.4%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1733$352.1K<0.1%−2−0.3%ReducedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF6,843$349.8K<0.1%−1,330−16.3%Reduced–
VanEck ETF Trust92189F528VANECK SHRT MUNI19,977$347.8K<0.1%+2,395+13.6%Added–
CFLTConfluent, Inc.CLASS A COM11,451$346.3K<0.1%+4,778+71.6%AddedHistory
EGPEastgroup Properties IncCOM1,941$345.7K<0.1%−50−2.5%ReducedHistory
iShares Tr464287556ISHARES BIOTECH2,047$345.5K<0.1%00.0%Unchanged–
FASTFastenal CoStock8,601$345.1K<0.1%+1,403+19.5%AddedHistory
Vanguard World FD921910691ESG US CORP BD5,424$345.1K<0.1%+5,424New–
iShares Tr46428865310-20 YR TRS ETF3,386$344.3K<0.1%+287+9.3%Added–
AAAUGoldman Sachs Physical Gold ETFUNIT8,087$344.1K<0.1%+7,751+2,306.8%AddedHistory
PCARPaccar IncCOM3,129$342.7K<0.1%−461−12.8%ReducedHistory
PRUPrudential Financial IncStock3,030$342.1K<0.1%+698+29.9%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT17,811$342.0K<0.1%−853−4.6%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