EverSource Wealth Advisors, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$2.5B

Holdings

4,322

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (4,322 positions)

StockValue
TECK/BTECK RESOURCES LTD CL B
$97K
IUSVISHARES CORE S&P US VALUE ETF
$97K
RITMRITHM CAPITAL CORP COM NEW
$96K
BTSGBRIGHTSPRING HEALTH SVCS INC COM
$96K
PODDINSULET CORP COM
$96K
SPSCSPS COMM INC COM
$95K
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
$95K
BNLBROADSTONE NET LEASE INC COM
$95K
AFWALIGN TECHNOLOGY INC COM
$95K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$95K
NWENORTHWESTERN ENERGY GROUP INC COM NEW
$95K
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS
$95K
FLRFLUOR CORP NEW COM
$94K
STWDSTARWOOD PPTY TR INC COM
$94K
MZTIMARZETTI COMPANY COM
$94K
SPYINEOS S&P 500 HIGH INCOME ETF
$94K
CNHICNH INDL N V SHS
$94K
UIUBIQUITI INC COM
$94K
AMKRAMKOR TECHNOLOGY INC COM
$94K
CBTCABOT CORP COM
$94K
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
$94K
BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR
$94K
OZKBANK OZK LITTLE ROCK ARK COM
$93K
PRFINVESCO RAFI US 1000 ETF
$93K
NMIHNMI HLDGS INC COM
$93K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$92K
ADCAGREE RLTY CORP COM
$92K
AVYAVERY DENNISON CORP COM
$92K
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF
$92K
ESABESAB CORPORATION COM
$92K
KEYKEYCORP COM
$92K
BXPBXP INC COM
$92K
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
$91K
MKSIMKS INC. COM
$91K
TGNATEGNA INC COM
$91K
EQHEQUITABLE HLDGS INC COM
$91K
FHIFEDERATED HERMES INC CL B
$91K
MVSTMICROVAST HOLDINGS INC COM
$91K
TCBITEXAS CAP BANCSHARES INC COM
$91K
TIGOMILLICOM INTL CELLULAR S A COM STK
$91K
TPLTEXAS PACIFIC LAND CORPORATION COM
$91K
TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
$90K
SLMSLM CORP COM
$90K
LBTYALIBERTY GLOBAL LTD COM CL A
$90K
NOVNOV INC COM
$90K
VRNSVARONIS SYS INC COM
$90K
FRSHFRESHWORKS INC CLASS A COM
$90K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$89K
WNS HLDGS LTD COM SHS
$89K
PFGCPERFORMANCE FOOD GROUP CO COM
$89K
DOCUDOCUSIGN INC COM
$89K
SUISUN CMNTYS INC COM
$88K
KGCKINROSS GOLD CORP COM
$88K
FAFFIRST AMERN FINL CORP COM
$88K
KOFCOCA-COLA FEMSA SAB DE CV SPONS ADS REP
$88K
VDEVANGUARD ENERGY ETF
$88K
ELLAUDER ESTEE COS INC CL A
$88K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$88K
GRFSGRIFOLS S A SP ADR REP B NVT
$87K
SWKSTANLEY BLACK & DECKER INC COM
$87K
CPTCAMDEN PPTY TR SH BEN INT
$87K
SHYDVANECK SHORT HIGH YIELD MUNI ETF
$87K
LMATLEMAITRE VASCULAR INC COM
$87K
NXTNEXTRACKER INC CLASS A COM
$87K
INFYINFOSYS LTD SPONSORED ADR
$86K
UHSUNIVERSAL HLTH SVCS INC CL B
$86K
PSMTPRICESMART INC COM
$86K
SPXUPROSHARES ULTRAPRO SHORT S&P500
$86K
ENSGENSIGN GROUP INC COM
$85K
XSHQINVESCO S&P SMALLCAP QUALITY ETF
$85K
RAVIFLEXSHARES ULTRA-SHORT INCOME FUND
$85K
ARIAPOLLO COML REAL EST FIN INC COM
$85K
ALKSALKERMES PLC SHS
$85K
PWVINVESCO LARGE CAP VALUE ETF
$84K
ASCARDMORE SHIPPING CORP COM
$84K
OROR ROYALTIES INC. COM SHS
$84K
NWSNEWS CORP NEW CL B
$84K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$84K
TDCTERADATA CORP DEL COM
$84K
FTREFORTREA HLDGS INC COMMON STOCK
$84K
FOXAFOX CORP CL A COM
$83K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$83K
AOSSMITH A O CORP COM
$83K
BRSPBRIGHTSPIRE CAPITAL INC COM CL A
$82K
CALMCAL MAINE FOODS INC COM NEW
$82K
NVMINOVA LTD COM
$82K
GRABGRAB HOLDINGS LIMITED CLASS A ORD
$82K
AWGASBURY AUTOMOTIVE GROUP INC COM
$81K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$81K
TPHTRI POINTE HOMES INC COM
$81K
SEESEALED AIR CORP NEW COM
$81K
GTESGATES INDL CORP PLC ORD SHS
$81K
KRCKILROY RLTY CORP COM
$80K
WAYWAYSTAR HLDG CORP COM
$80K
GBTCGRAYSCALE BITCOIN TRUST ETF
$80K
ENSENERSYS COM
$80K
SKYWSKYWEST INC COM
$79K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$79K
SPXCSPX TECHNOLOGIES INC COM
$79K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$79K
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