EverSource Wealth Advisors, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5T
Holdings
4,322
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (4,322 positions)
| Stock | Value |
|---|---|
UPWKUPWORK INC COM | $115.7M |
XEMDXWESTERN ASSET EMERGING MKTS DE COM | $115.7M |
WWAYFAIR INC CL A | $115.6M |
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $115.6M |
CPBTHE CAMPBELLS COMPANY COM | $115.1M |
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | $115.0M |
FITBFIFTH THIRD BANCORP COM | $114.6M |
AEBAALLETE INC COM NEW | $114.5M |
CHHCHOICE HOTELS INTL INC COM | $114.1M |
CLSCELESTICA INC COM | $113.7M |
BOXBOX INC CL A | $113.1M |
GATXGATX CORP COM | $113.1M |
TWLOTWILIO INC CL A | $112.9M |
ESNTESSENT GROUP LTD COM | $112.8M |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $112.4M |
WTRGESSENTIAL UTILS INC COM | $112.4M |
BCEBCE INC COM NEW | $112.3M |
MKTXMARKETAXESS HLDGS INC COM | $112.0M |
WSMWILLIAMS SONOMA INC COM | $111.8M |
MRPMILLROSE PPTYS INC COM CL A | $111.8M |
MPMP MATERIALS CORP COM CL A | $111.7M |
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $111.7M |
SBSWSIBANYE STILLWATER LTD SPONSORED ADR | $111.7M |
VVRINVESCO SR INCOME TR COM | $111.5M |
HSYHERSHEY CO COM | $111.3M |
CHRWC H ROBINSON WORLDWIDE INC COM NEW | $110.4M |
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF | $110.2M |
APLSAPELLIS PHARMACEUTICALS INC COM | $110.1M |
DOWDOW INC COM | $109.9M |
VAWVANGUARD MATERIALS ETF | $109.8M |
SEISOLARIS ENERGY INFRAS INC COM CL A | $109.8M |
ATRAPTARGROUP INC COM | $109.7M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $109.7M |
FXEINVESCO CURRENCYSHARES EURO TRUST | $109.0M |
EVTCEVERTEC INC COM | $108.6M |
BBARRICK MNG CORP COM SHS | $108.4M |
PBFPBF ENERGY INC CL A | $108.2M |
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $108.0M |
LCIILCI INDS COM | $107.6M |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $107.6M |
KIMKIMCO RLTY CORP COM | $107.4M |
TELFYTELEFONICA S A SPONSORED ADR | $107.3M |
LNTALLIANT ENERGY CORP COM | $107.2M |
QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $107.1M |
GPNGLOBAL PMTS INC COM | $106.9M |
MMSIMERIT MED SYS INC COM | $106.8M |
USAIPACER AMERICAN ENERGY INDEPENDENCE ETF | $106.4M |
MATMATTEL INC COM | $106.4M |
ADUSADDUS HOMECARE CORP COM | $106.3M |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $106.2M |
DEODIAGEO PLC SPON ADR NEW | $105.9M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $105.8M |
BALLBALL CORP COM | $105.8M |
ONCBEONE MEDICINES LTD SPONSORED ADS | $105.6M |
ACTENACT HLDGS INC COM | $105.2M |
KMLMKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $105.0M |
AVTAVNET INC COM | $104.8M |
VALEVALE S A SPONSORED ADS | $104.3M |
TXNMTXNM ENERGY INC COM | $104.0M |
HWCHANCOCK WHITNEY CORPORATION COM | $103.7M |
NGVTINGEVITY CORP COM | $103.2M |
CASYCASEYS GEN STORES INC COM | $102.9M |
PCTYPAYLOCITY HLDG CORP COM | $102.9M |
DOCHEALTHPEAK PROPERTIES INC COM | $102.7M |
MCYMERCURY GENL CORP NEW COM | $102.2M |
AVAHAVEANNA HEALTHCARE HLDGS INC COM | $101.7M |
LEALEAR CORP COM NEW | $101.5M |
ZTOZTO EXPRESS CAYMAN INC SPONSORED ADS A | $101.2M |
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $101.1M |
GIB/ACGI INC CL A SUB VTG | $101.0M |
MORNMORNINGSTAR INC COM | $100.9M |
CVECENOVUS ENERGY INC COM | $100.8M |
BEKEKE HLDGS INC SPONSORED ADS | $100.7M |
BF/BBROWN FORMAN CORP CL B | $100.6M |
JXNJACKSON FINANCIAL INC COM CL A | $100.4M |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $100.1M |
NTESNETEASE INC SPONSORED ADS | $99.7M |
CARGCARGURUS INC COM CL A | $99.6M |
WATWATERS CORP COM | $99.5M |
CGCARLYLE GROUP INC COM | $99.5M |
FYBRFRONTIER COMMUNICATIONS PARENT COM | $99.4M |
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $99.3M |
HOLXHOLOGIC INC COM | $99.2M |
ALVAUTOLIV INC COM | $99.2M |
PDIPIMCO DYNAMIC INCOME FD SHS | $99.0M |
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $98.8M |
UTENUS TREASURY 10 YEAR NOTE ETF | $98.6M |
OMFONEMAIN HLDGS INC COM | $98.4M |
CPNGCOUPANG INC CL A | $98.3M |
LNWOLIGHT & WONDER INC COM | $98.2M |
GDDYGODADDY INC CL A | $98.1M |
CPCANADIAN PACIFIC KANSAS CITY COM | $98.0M |
ZIONZIONS BANCORPORATION N A COM | $97.8M |
HLNEHAMILTON LANE INC CL A | $97.7M |
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $97.7M |
IM8NINSMED INC COM PAR $.01 | $97.6M |
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $97.6M |
QGENQIAGEN NV COM SHS | $97.6M |
BKHBLACK HILLS CORP COM | $97.6M |
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF | $97.5M |