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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
DOVDOVER CorpCOM1,751$341.8K<0.1%−334−16.0%ReducedHistory
PWRQuanta Services, Inc.COM807$340.5K<0.1%+142+21.4%AddedHistory
AYIAcuity Inc. (DE)Stock943$339.5K<0.1%−7−0.7%ReducedHistory
RELXRELX PLCSPONSORED ADR8,383$338.9K<0.1%−2,344−21.9%ReducedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW118,109$338.2K<0.1%−468−5.5%ReducedHistory
EGOEldorado Gold CorpCOM9,397$337.5K<0.1%−9−0.1%ReducedHistory
ARESAres Management CorpCL A COM STK2,080$336.2K<0.1%−66−3.1%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,748$334.6K<0.1%+384+16.2%Added–
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,486$333.8K<0.1%−10−0.2%Reduced–
CARRCarrier Global CorpStock6,314$333.6K<0.1%+636+11.2%AddedHistory
ADMArcher-Daniels-Midland CoStock5,802$333.6K<0.1%−193−3.2%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,542$333.5K<0.1%+8+0.2%Added–
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,845$330.9K<0.1%−25−0.4%ReducedHistory
GGenpact LTDSHS7,072$330.8K<0.1%+2,244+46.5%AddedHistory
NTRSNorthern Trust CorpCOM2,405$328.5K<0.1%+1,023+74.0%AddedHistory
iShares Tr46436E221ESG AWR MSCI USA10,183$326.3K<0.1%+4,303+73.2%Added–
MANHManhattan Associates IncStock1,871$324.3K<0.1%−687−26.9%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,292$323.4K<0.1%+369+40.0%Added–
VLTOVeralto CorpStock3,237$322.9K<0.1%−329−9.2%ReducedHistory
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX10,000$322.0K<0.1%−8,000−44.4%Reduced–
DBDeutsche Bank AktiengesellschaftNAMEN AKT8,336$321.4K<0.1%+1,052+14.4%AddedHistory
PINSPinterest, Inc.CL A12,395$320.9K<0.1%−3,091−20.0%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$320.8K<0.1%+95+0.8%Added–
DINOHF Sinclair CorpCOM6,954$320.4K<0.1%+302+4.5%AddedHistory
EBAYeBay IncCOM3,663$319.1K<0.1%−833−18.5%ReducedHistory
SLBSLB LimitedStock8,298$318.5K<0.1%+955+13.0%AddedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS1,708$318.4K<0.1%+1,171+218.1%AddedHistory
GLGlobe Life Inc.COM2,275$318.2K<0.1%−140−5.8%ReducedHistory
TYLTyler Technologies IncCOM701$318.0K<0.1%+177+33.8%AddedHistory
FISFidelity National Information Services, Inc.Stock4,778$317.5K<0.1%+638+15.4%AddedHistory
EQTEQT CorpStock5,918$317.2K<0.1%+13+0.2%AddedHistory
iShares Inc464286517JP MORGAN EM ETF7,629$317.1K<0.1%+4,825+172.1%Added–
SNPSSynopsys IncCOM673$316.1K<0.1%−193−22.3%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD3,286$316.0K<0.1%+1,967+149.1%Added–
CCEPCoca-Cola Europacific Partners plcSHS3,465$314.3K<0.1%+74+2.2%AddedHistory
RGAReinsurance Group of America IncCOM NEW1,544$314.1K<0.1%+726+88.8%AddedHistory
COINCoinbase Global, Inc.COM CL A1,389$314.0K<0.1%−429−23.6%ReducedHistory
LHLabcorp Holdings Inc.Stock1,248$313.0K<0.1%−135−9.8%ReducedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA9,941$312.5K<0.1%−1,359−12.0%Reduced–
Nextplat Corp Com New68557F100Stock580,686$310.1K<0.1%00.0%Unchanged–
ESEversource EnergyStock4,601$309.8K<0.1%−833−15.3%ReducedHistory
WTWWillis Towers Watson PLCSHS935$307.4K<0.1%−61−6.1%ReducedHistory
iShares Core S&P U.S. Growth ETF464287671ETF1,827$306.8K<0.1%+595+48.3%Added–
BFAMBright Horizons Family Solutions Inc.COM3,025$306.7K<0.1%+1,636+117.8%AddedHistory
FIVEFive Below, IncCOM1,625$306.1K<0.1%+795+95.8%AddedHistory
SFMSprouts Farmers Market, Inc.COM3,819$304.3K<0.1%+374+10.9%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF7,879$303.8K<0.1%−304−3.7%Reduced–
BlackRock ETF Trust09290C780ISHA I IN TE ETF9,115$303.5K<0.1%+30.0%Added–
SPDR Series Trust78468R721STATE STREET SPD6,636$303.3K<0.1%00.0%Unchanged–
Strategy Shs86280R118EVENTIDE LARGE C12,133$302.8K<0.1%+12,133New–
LPLALPL Financial Holdings Inc.COM847$302.6K<0.1%−150−15.0%ReducedHistory
HPQHP IncStock13,581$302.6K<0.1%+3,448+34.0%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,746$302.6K<0.1%+1,144+71.4%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD9,027$302.5K<0.1%+9,027New–
Global X FDS37954Y368S&P EX US ETF8,142$300.7K<0.1%−21−0.3%Reduced–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE6,946$300.1K<0.1%−5,007−41.9%Reduced–
DLRDigital Realty Trust, Inc.COM1,937$299.6K<0.1%−109−5.3%ReducedHistory
KMXCarMax IncCOM7,734$298.8K<0.1%+2,876+59.2%AddedHistory
FLEXFlex Ltd.Stock4,905$296.4K<0.1%+45+0.9%AddedHistory
WSTWest Pharmaceutical Services IncCOM1,076$296.1K<0.1%+120+12.6%AddedHistory
LLoews CorpCOM2,804$295.2K<0.1%−174−5.8%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF2,151$294.6K<0.1%00.0%Unchanged–
SFStifel Financial CorpCOM2,351$294.4K<0.1%+1,238+111.2%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF973$293.9K<0.1%+925+1,927.1%Added–
EWBCEast West Bancorp IncCOM2,612$293.6K<0.1%+10+0.4%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 39,952$293.4K<0.1%−771−7.2%ReducedHistory
EXLSExlService Holdings, Inc.COM6,907$293.1K<0.1%+880+14.6%AddedHistory
ALGNAlign Technology IncCOM1,871$292.2K<0.1%+1,115+147.5%AddedHistory
Strategy Shs86280R134EVENTIDE SMALL C11,270$291.9K<0.1%+11,270New–
NINisource Inc.COM6,981$291.5K<0.1%+537+8.3%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR4,612$291.4K<0.1%+3,753+436.9%Added–
INVHInvitation Homes Inc.COM10,471$291.0K<0.1%+6,103+139.7%AddedHistory
JJacobs Solutions Inc.COM2,186$289.6K<0.1%−297−12.0%ReducedHistory
PEverpure, Inc.CL A4,317$289.3K<0.1%+531+14.0%AddedHistory
CAGConagra Brands Inc.Stock16,698$289.0K<0.1%−1,287−7.2%ReducedHistory
JKHYJack Henry & Associates IncStock1,583$288.9K<0.1%+125+8.6%AddedHistory
First Tr Exchange-Traded FD336917109SHS6,502$288.3K<0.1%+100+1.6%Added–
FLSFlowserve CorpCOM4,155$288.3K<0.1%−26−0.6%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF2,782$288.1K<0.1%+46+1.7%Added–
RIORio Tinto PLCADR3,590$287.3K<0.1%+214+6.3%AddedHistory
GAPGap IncCOM11,192$286.5K<0.1%+2,069+22.7%AddedHistory
EDConsolidated Edison IncStock2,885$286.5K<0.1%−503−14.8%ReducedHistory
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA7,408$285.9K<0.1%+775+11.7%Added–
EXEExpand Energy CorpCOM2,590$285.8K<0.1%+111+4.5%AddedHistory
NUENucor CorpCOM1,750$285.4K<0.1%+42+2.5%AddedHistory
CPRTCopart IncCOM7,252$283.9K<0.1%−1,332−15.5%ReducedHistory
GPIGroup 1 Automotive IncCOM722$283.9K<0.1%−29−3.9%ReducedHistory
CMSCMS Energy CorpCOM4,059$283.8K<0.1%−249−5.8%ReducedHistory
FCFSFirstCash Holdings, Inc.COM1,775$282.9K<0.1%−6−0.3%ReducedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW5,733$281.5K<0.1%−31−0.5%Reduced–
AUAngloGold Ashanti PLCCOM SHS3,290$280.6K<0.1%−238−6.7%ReducedHistory
ITWIllinois Tool Works IncStock1,132$278.8K<0.1%−198−14.9%ReducedHistory
PEGAPegasystems IncCOM4,668$278.8K<0.1%−130−2.7%ReducedHistory
TFXTeleflex IncCOM2,284$278.7K<0.1%−252−9.9%ReducedHistory
WDAYWorkday, Inc.CL A1,297$278.6K<0.1%−233−15.2%ReducedHistory
ULUnilever PLCSPON ADR NEW4,255$278.3K<0.1%+4,255NewHistory
NVONovo Nordisk A SADR5,452$277.4K<0.1%+1,757+47.6%AddedHistory
STLDSteel Dynamics IncCOM1,636$277.2K<0.1%−44−2.6%ReducedHistory
CINFCincinnati Financial CorpCOM1,697$277.2K<0.1%+212+14.3%AddedHistory
ZTSZoetis Inc.Stock2,202$277.1K<0.1%−1,005−31.3%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