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
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM
$58K
BGBUNGE GLOBAL SA COM SHS
$58K
LNCLINCOLN NATL CORP IND COM
$58K
NOKNOKIA CORP SPONSORED ADR
$57K
TEMTEMPUS AI INC CL A
$57K
HTHTH WORLD GROUP LTD SPONSORED ADS
$57K
COLMCOLUMBIA SPORTSWEAR CO COM
$57K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$57K
BYLDISHARES YIELD OPTIMIZED BOND ETF
$57K
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS
$57K
KRPKIMBELL RTY PARTNERS LP UNIT
$57K
HIMSHIMS & HERS HEALTH INC COM CL A
$57K
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
$57K
MTXMINERALS TECHNOLOGIES INC COM
$57K
SATSECHOSTAR CORP CL A
$57K
RVTROYCE SMALL CAP TRUST INC COM
$56K
STAGSTAG INDL INC COM
$56K
AMGAFFILIATED MANAGERS GROUP INC COM
$56K
FDLSINSPIRE FIDELIS MULTI FACTOR ETF
$56K
MTHMERITAGE HOMES CORP COM
$56K
FMFFORMFACTOR INC COM
$56K
CMCLCALEDONIA MNG CORP PLC SHS NEW
$56K
GEFGREIF INC CL A
$56K
GGALGRUPO FINANCIERO GALICIA S.A. SPONSORED ADR
$56K
SHCSOTERA HEALTH CO COM
$56K
TRMKTRUSTMARK CORP COM
$56K
NSZNETSCOUT SYS INC COM
$56K
COHRCOHERENT CORP COM
$55K
XPOXPO INC COM
$55K
WAFDWAFD INC COM
$55K
TMDXTRANSMEDICS GROUP INC COM
$55K
BCOBRINKS CO COM
$55K
HOUSANYWHERE REAL ESTATE INC COM
$55K
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
$55K
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF
$55K
CAECAE INC COM
$55K
DRSLEONARDO DRS INC COM
$55K
ALBALBEMARLE CORP COM
$55K
NWBINORTHWEST BANCSHARES INC MD COM
$55K
TAPMOLSON COORS BEVERAGE CO CL B
$55K
PKNREVVITY INC COM
$55K
IWOISHARES RUSSELL 2000 GROWTH ETF
$55K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$55K
DXPEDXP ENTERPRISES INC COM NEW
$55K
HHHHOWARD HUGHES HOLDINGS INC COM
$55K
COCOVITA COCO CO INC COM
$55K
DORMDORMAN PRODS INC COM
$55K
OBDCBLUE OWL CAPITAL CORPORATION COM
$55K
AKRACADIA RLTY TR COM SH BEN INT
$54K
GLNGGOLAR LNG LTD SHS
$54K
PAYCPAYCOM SOFTWARE INC COM
$54K
ICFIICF INTL INC COM
$54K
W3UWESTERN UN CO COM
$54K
YATSEN HLDG LTD SPONSORED ADS
$54K
ISIIONIS PHARMACEUTICALS INC COM
$54K
JMIAJUMIA TECHNOLOGIES AG SPONSORED ADS
$54K
HEREQUANTASING GROUP LTD ADS
$54K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$54K
SSLSASOL LTD SPONSORED ADR
$54K
CHCOCITY HLDG CO COM
$54K
YALAYALLA GROUP LTD ADS
$54K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$54K
IRTCIRHYTHM TECHNOLOGIES INC COM
$54K
SMBKSMARTFINANCIAL INC COM NEW
$54K
CGGGCAPITAL GROUP U.S. LARGE GROWTH ETF
$54K
JEFJEFFERIES FINL GROUP INC COM
$53K
CNRCORE NATURAL RESOURCES INC COM SHS
$53K
GDSGDS HLDGS LTD SPONSORED ADS
$53K
ALSNALLISON TRANSMISSION HLDGS INC COM
$53K
REALTHE REALREAL INC COM
$53K
HOPEHOPE BANCORP INC COM
$53K
VFHVANGUARD FINANCIALS ETF
$53K
TSAACI WORLDWIDE INC COM
$53K
BKUBANKUNITED INC COM
$53K
DKSDICKS SPORTING GOODS INC COM
$52K
NVSTENVISTA HOLDINGS CORPORATION COM
$52K
WF2WINTRUST FINL CORP COM
$52K
ENVAENOVA INTL INC COM
$52K
PTCTPTC THERAPEUTICS INC COM
$52K
BRCBRADY CORP CL A
$52K
HFWAHERITAGE FINL CORP WASH COM
$52K
JETSU.S. GLOBAL JETS ETF
$52K
HURNHURON CONSULTING GROUP INC COM
$52K
OGSONE GAS INC COM
$52K
PKXPOSCO HOLDINGS INC SPONSORED ADR
$52K
ALLYALLY FINL INC COM
$51K
FW2NBANNER CORP COM NEW
$51K
HIMXHIMAX TECHNOLOGIES INC SPONSORED ADR
$51K
CGVVCAPITAL GROUP U.S. LARGE VALUE ETF
$51K
JPXAEROVIRONMENT INC COM
$51K
AUBATLANTIC UN BANKSHARES CORP COM
$51K
FBKFB FINL CORP COM
$51K
INSWINTERNATIONAL SEAWAYS INC COM
$51K
LDEMISHARES ESG MSCI EM LEADERS ETF
$51K
SAJACOMPANHIA DE SANEAMENTO BASICO SPONSORED ADR
$51K
FLUTFLUTTER ENTMT PLC SHS
$51K
TALOTALOS ENERGY INC COM
$51K
LAURLAUREATE EDUCATION INC COMMON STOCK
$51K
VBTXVERITEX HLDGS INC COM
$51K
WINGWINGSTOP INC COM
$51K
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