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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
LDOSLeidos Holdings, Inc.COM1,533$276.6K<0.1%−76−4.7%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock1,238$276.5K<0.1%+394+46.7%AddedHistory
OHIOmega Healthcare Investors IncCOM6,235$276.5K<0.1%+692+12.5%AddedHistory
GDDYGoDaddy Inc.CL A2,214$274.7K<0.1%+1,497+208.8%AddedHistory
LADLithia Motors IncCOM826$274.5K<0.1%−121−12.8%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,071$274.3K<0.1%+524+95.8%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF5,902$274.0K<0.1%00.0%Unchanged–
RACEFerrari N.V.COM741$273.9K<0.1%+5+0.7%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,324$273.6K<0.1%−32−1.4%Reduced–
TWTradeweb Markets Inc.Stock2,540$273.2K<0.1%+2,101+478.6%AddedHistory
CBOECboe Global Markets, Inc.COM1,088$273.0K<0.1%+177+19.4%AddedHistory
EEni SpASPONSORED ADR7,191$272.8K<0.1%−75−1.0%ReducedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,490$270.6K<0.1%−5−0.2%Reduced–
WWDWoodward, Inc.COM893$270.0K<0.1%+165+22.7%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE3,463$267.8K<0.1%−224−6.1%ReducedHistory
MTBM&T Bank CorpCOM1,329$267.7K<0.1%−53−3.8%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF5,705$267.3K<0.1%−1,842−24.4%Reduced–
WCCWesco International IncCOM1,089$266.4K<0.1%+148+15.7%AddedHistory
BURLBurlington Stores, Inc.COM921$266.0K<0.1%+198+27.4%AddedHistory
MTZMastec IncCOM1,223$265.8K<0.1%−25−2.0%ReducedHistory
PRIMPrimoris Services CorpStock2,139$265.5K<0.1%+177+9.0%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR16,007$264.1K<0.1%−2,341−12.8%ReducedHistory
YUMYum Brands IncStock1,742$263.6K<0.1%+9+0.5%AddedHistory
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION6,820$260.7K<0.1%+6,820New–
SCIService Corp InternationalCOM3,334$260.0K<0.1%+844+33.9%AddedHistory
VRSKVerisk Analytics, Inc.COM1,160$259.5K<0.1%−507−30.4%ReducedHistory
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,069$259.3K<0.1%+118+1.7%Added–
EATBrinker International, IncStock1,804$258.9K<0.1%+572+46.4%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF2,272$258.4K<0.1%+440+24.0%Added–
PIMCO ETF Tr72201R817INV GRD CRP BD2,628$257.1K<0.1%−484−15.6%Reduced–
GEHCGE HealthCare Technologies Inc.Stock3,119$255.8K<0.1%+221+7.6%AddedHistory
BLTEBelite Bio, IncSPONSORED ADS1,598$255.6K<0.1%−108−6.3%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR34,881$255.3K<0.1%+1,713+5.2%AddedHistory
GWWW.W. Grainger, Inc.Stock253$255.3K<0.1%−17−6.3%ReducedHistory
DECKDeckers Outdoor CorpCOM2,448$253.8K<0.1%+715+41.3%AddedHistory
OSKOshkosh CorpCOM2,020$253.8K<0.1%−99−4.7%ReducedHistory
TDYTeledyne Technologies IncCOM496$253.4K<0.1%−53−9.7%ReducedHistory
EXCExelon CorpStock5,810$253.2K<0.1%−621−9.7%ReducedHistory
ATOAtmos Energy CorpCOM1,502$251.8K<0.1%+175+13.2%AddedHistory
ESIElement Solutions IncCOM10,065$251.5K<0.1%+140+1.4%AddedHistory
GROBrazil Potash Corp.COMMON SHARES132,902$251.2K<0.1%+50,000+60.3%AddedHistory
AMCRAmcor plcCOM NEW29,973$250.0K<0.1%+29,973NewHistory
AEMAgnico Eagle Mines LtdStock1,463$248.0K<0.1%+412+39.2%AddedHistory
AXTAAxalta Coating Systems Ltd.COM7,673$247.9K<0.1%+1,730+29.1%AddedHistory
IEXIdex CorpCOM1,390$247.4K<0.1%+122+9.6%AddedHistory
HUBSHubSpot IncCOM616$247.2K<0.1%−73−10.6%ReducedHistory
CHDChurch & Dwight Co IncCOM2,937$246.3K<0.1%−1,920−39.5%ReducedHistory
MOSMosaic CoCOM10,223$246.3K<0.1%−7,412−42.0%ReducedHistory
PBProsperity Bancshares IncCOM3,561$246.1K<0.1%+391+12.3%AddedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$245.6K<0.1%00.0%Unchanged–
JEFJefferies Financial Group Inc.COM3,963$245.6K<0.1%+3,147+385.7%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF5,298$245.2K<0.1%+2,104+65.9%Added–
OKEONEOK IncCOM3,331$244.8K<0.1%−201−5.7%ReducedHistory
AAAlcoa CorpStock4,597$244.3K<0.1%+2,433+112.4%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,622$244.0K<0.1%−1,344−33.9%Reduced–
GVAGranite Construction IncCOM2,105$242.9K<0.1%−153−6.8%ReducedHistory
FRFirst Industrial Realty Trust IncCOM4,230$242.3K<0.1%−86−2.0%ReducedHistory
SUPNSupernus Pharmaceuticals, Inc.COM4,852$241.1K<0.1%+3,435+242.4%AddedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT2,805$240.9K<0.1%+128+4.8%Added–
CTSHCognizant Technology Solutions CorpCL A2,898$240.6K<0.1%−535−15.6%ReducedHistory
PFGPrincipal Financial Group IncCOM2,724$240.3K<0.1%+295+12.1%AddedHistory
FFord Motor CoStock18,203$238.8K<0.1%+322+1.8%AddedHistory
HUMHumana IncStock930$238.3K<0.1%−633−40.5%ReducedHistory
iShares Flexible Income Active ETF092528603ETF4,489$236.9K<0.1%−219−4.7%Reduced–
FTAIFTAI Aviation Ltd.SHS1,202$236.6K<0.1%−9−0.7%ReducedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,783$236.0K<0.1%00.0%Unchanged–
NWGNatWest Group plcSPONS ADR13,453$235.4K<0.1%−1,160−7.9%ReducedHistory
ASHAshland Inc.COM4,000$234.7K<0.1%−1,223−23.4%ReducedHistory
MCHPMicrochip Technology IncStock3,679$234.4K<0.1%+782+27.0%AddedHistory
TXRHTexas Roadhouse, Inc.COM1,411$234.3K<0.1%−396−21.9%ReducedHistory
RBB Fund Trust75526L860TWEEDY BROWNE18,145$234.1K<0.1%+18,145New–
FRTFederal Realty Investment TrustSH BEN INT NEW2,320$233.9K<0.1%+1,272+121.4%AddedHistory
NNNNNN REIT, Inc.REIT5,886$233.2K<0.1%−996−14.5%ReducedHistory
SWSmurfit Westrock plcStock6,030$233.2K<0.1%+205+3.5%AddedHistory
TRPTC Energy CorpCOM4,223$232.3K<0.1%+232+5.8%AddedHistory
HEIHeico CorpCOM717$232.2K<0.1%+140+24.3%AddedHistory
SITESiteOne Landscape Supply, Inc.COM1,864$232.2K<0.1%+426+29.6%AddedHistory
IMOImperial Oil LtdCOM NEW2,683$231.6K<0.1%+84+3.2%AddedHistory
HUBBHubbell IncCOM519$230.8K<0.1%−13−2.4%ReducedHistory
CMCanadian Imperial Bank of CommerceCOM2,527$229.0K<0.1%+565+28.8%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH4,979$228.5K<0.1%+2,097+72.8%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,848$228.1K<0.1%−59−1.5%Reduced–
TNGXTango Therapeutics, Inc.COM25,646$227.2K<0.1%−1,007−3.8%ReducedHistory
YOUClear Secure, Inc.COM CL A6,463$226.7K<0.1%+916+16.5%AddedHistory
Vanguard Consumer Staples ETF92204A207ETF1,073$226.7K<0.1%−77−6.7%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,460$226.5K<0.1%+13+0.9%Added–
CTVACorteva, Inc.Stock3,371$226.0K<0.1%+24+0.7%AddedHistory
DAYDayforce, Inc.COM3,266$225.9K<0.1%+2,836+659.5%AddedHistory
GTLBGitlab Inc.CLASS A COM6,018$225.9K<0.1%+5,840+3,280.9%AddedHistory
ARWArrow Electronics, Inc.COM2,047$225.5K<0.1%−1,479−41.9%ReducedHistory
ETHAiShares Ethereum Trust ETFSHS10,035$225.1K<0.1%+6,174+159.9%AddedHistory
CNPCenterpoint Energy IncCOM5,864$224.8K<0.1%−282−4.6%ReducedHistory
TSCOTractor Supply CoCOM4,483$224.2K<0.1%−3,487−43.8%ReducedHistory
SESea LtdSPONSORD ADS1,742$222.2K<0.1%−93−5.1%ReducedHistory
PEGPublic Service Enterprise Group IncCOM2,767$222.2K<0.1%−417−13.1%ReducedHistory
ONOn Semiconductor CorpStock4,094$221.7K<0.1%+220+5.7%AddedHistory
LENLennar CorpCL A2,155$221.6K<0.1%−522−19.5%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF799$221.3K<0.1%+754+1,675.6%Added–
NMRNomura Holdings IncSPONSORED ADR26,321$220.8K<0.1%+531+2.1%AddedHistory
iShares Core S&P US Value ETF464287663ETF2,151$220.6K<0.1%+1,184+122.4%Added–

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