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
CRCCALIFORNIA RES CORP COM STOCK
$79K
SIGISELECTIVE INS GROUP INC COM
$79K
RDNRADIAN GROUP INC COM
$79K
TREXTREX CO INC COM
$78K
AGXARGAN INC COM
$78K
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM
$78K
FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR
$78K
FFINFIRST FINL BANKSHARES INC COM
$78K
NDMONUVEEN DYNAMIC MUN OPPORTUNITI COM SHS
$78K
PINCPREMIER INC CL A
$78K
EEFTEURONET WORLDWIDE INC COM
$77K
ESSESSEX PPTY TR INC COM
$77K
TMHCTAYLOR MORRISON HOME CORP COM
$77K
PPLTABRDN PHYSICAL PLATINUM SHARES ETF
$77K
SNSHARKNINJA INC COM SHS
$76K
SPXSDIREXION DAILY S&P 500 BEAR 3X SHARES
$76K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$76K
NENOBLE CORP PLC ORD SHS A
$76K
FHBFIRST HAWAIIAN INC COM
$76K
CACCCREDIT ACCEP CORP MICH COM
$76K
AVAAVISTA CORP COM
$75K
MAAMID-AMER APT CMNTYS INC COM
$75K
VALVALARIS LTD CL A
$75K
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$75K
OGEOGE ENERGY CORP COM
$74K
CELHCELSIUS HLDGS INC COM NEW
$74K
XFLTXAI OCTAGN FLT RAT & ALT INM T COM
$74K
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
$74K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$74K
BBTBEACON FINANCIAL CORP. COM
$74K
DSGDESCARTES SYS GROUP INC COM
$74K
DVADAVITA INC COM
$74K
CFRCULLEN FROST BANKERS INC COM
$74K
BF/ABROWN FORMAN CORP CL A
$74K
YUMCYUM CHINA HLDGS INC COM
$74K
BOILPROSHARES ULTRA BLOOMBERG NATURAL GAS
$74K
EXPEAGLE MATLS INC COM
$74K
TRUTRANSUNION COM
$73K
LPLLG DISPLAY CO LTD SPONS ADR REP
$73K
APGAPI GROUP CORP COM STK
$73K
RPMRPM INTL INC COM
$73K
IAUMISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
$73K
OTXOPEN TEXT CORP COM
$73K
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT
$73K
ANFABERCROMBIE & FITCH CO CL A
$73K
TXG10X GENOMICS INC CL A COM
$72K
HAYWHAYWARD HLDGS INC COM
$72K
KFYKORN FERRY COM NEW
$72K
FSVFIRSTSERVICE CORP NEW COM
$72K
PPLPEMBINA PIPELINE CORP COM
$72K
VNOVORNADO RLTY TR SH BEN INT
$72K
CSLCARLISLE COS INC COM
$72K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$72K
HIWHIGHWOODS PPTYS INC COM
$72K
AGOASSURED GUARANTY LTD COM
$72K
POSTPOST HLDGS INC COM
$71K
GENGEN DIGITAL INC COM
$71K
AAALCOA CORP COM
$71K
OXLCOXFORD LANE CAP CORP COM
$71K
VPUVANGUARD UTILITIES ETF
$71K
LRNSTRIDE INC COM
$71K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$71K
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
$71K
XRMMXRIVERNORTH MANAGED DUR MUN INM COM
$71K
HRHEALTHCARE RLTY TR CL A COM
$71K
HRBBLOCK H & R INC COM
$71K
MAPSWM TECHNOLOGY INC COM
$70K
TTANSERVICETITAN INC SHS CL A
$70K
PTLINSPIRE 500 ETF
$70K
PRMPERIMETER SOLUTIONS INC COMMON STOCK
$70K
BGCBGC GROUP INC CL A
$70K
JOBYJOBY AVIATION INC COMMON STOCK
$70K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$70K
HRLHORMEL FOODS CORP COM
$70K
SHMSPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$70K
MRCYMERCURY SYS INC COM
$69K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$69K
TRNTRINITY INDS INC COM
$69K
PORPORTLAND GEN ELEC CO COM NEW
$69K
CUCAAVIS BUDGET GROUP COM
$69K
UDOWPROSHARES ULTRAPRO DOW30
$68K
KLMNINVESCO S&P 500 MOMENTUM ETF
$68K
BGRBLACKROCK ENERGY & RES TR COM
$68K
WEAWESTERN ALLIANCE BANCORP COM
$68K
OPCHOPTION CARE HEALTH INC COM NEW
$68K
NJRNEW JERSEY RES CORP COM
$68K
OFGOFG BANCORP COM
$68K
SUPNSUPERNUS PHARMACEUTICALS INC COM
$68K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$67K
VLYVALLEY NATL BANCORP COM
$67K
HUNHUNTSMAN CORP COM
$67K
GMABGENMAB A/S SPONSORED ADS
$67K
CSWCCAPITAL SOUTHWEST CORP COM
$67K
CGCBCAPITAL GROUP CORE BOND ETF
$67K
TGRWT. ROWE PRICE GROWTH STOCK ETF
$67K
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$67K
RCI/BROGERS COMMUNICATIONS INC CL B
$66K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$66K
GFSGLOBALFOUNDRIES INC ORDINARY SHARES
$66K
ECCEAGLE POINT CREDIT COMPANY INC COM
$66K
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