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
MDYVSPDR S&P 400 MID CAP VALUE ETF
$7K
BELFBBEL FUSE INC CL B
$7K
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
$7K
GICGLOBAL INDUSTRIAL COMPANY COM
$7K
SAFESAFEHOLD INC COM
$7K
CGWINVESCO S&P GLOBAL WATER INDEX ETF
$7K
BBUCBROOKFIELD BUSINESS CORP CL A EXC SUB VTG
$7K
AMPLAMPLITUDE INC COM CL A
$7K
LVHDFRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF
$7K
CUBICUSTOMERS BANCORP INC COM
$7K
EXTREXTREME NETWORKS COM
$7K
FFC0OAKTREE SPECIALTY LENDING CORP COM
$7K
TDUPTHREDUP INC CL A
$7K
TCE2CELLDEX THERAPEUTICS INC NEW COM NEW
$7K
DCHAMERICAN AXLE & MFG HLDGS INC COM
$7K
TBPHTHERAVANCE BIOPHARMA INC COM
$7K
INVXINNOVEX INTERNATIONAL INC COM
$7K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$7K
FMBHFIRST MID ILL BANCSHARES INC COM
$7K
KVLEKRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF
$7K
MRTNMARTEN TRANS LTD COM
$7K
SOCSABLE OFFSHORE CORP COM SHS
$7K
RYTMRHYTHM PHARMACEUTICALS INC COM
$7K
WNCWABASH NATL CORP COM
$7K
NEONEOGENOMICS INC COM NEW
$7K
LCLENDINGCLUB CORP COM NEW
$7K
PRGSPROGRESS SOFTWARE CORP COM
$7K
WULFTERAWULF INC COM
$7K
KVYOKLAVIYO INC COM SER A
$7K
OGM1COGENT COMMUNICATIONS HLDGS IN COM NEW
$7K
GOLDA-MARK PRECIOUS METALS INC COM
$6K
WALDWALDENCAST PLC CLASS A ORD SHS
$6K
BUYWMAIN BUYWRITE ETF
$6K
JBSJBS N.V. CL A SHS
$6K
RWTREDWOOD TRUST INC COM
$6K
HYHYSTER-YALE INC CL A
$6K
FEMRFIDELITY DISRUPTIVE COMMUNICATIONS ETF
$6K
USOUNITED STATES OIL FUND LP
$6K
UISUNISYS CORP COM NEW
$6K
AIPARTERIS INC COM
$6K
GNKGENCO SHIPPING & TRADING LTD SHS
$6K
QUREUNIQURE NV SHS
$6K
IFGLISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF
$6K
NAGENIAGEN BIOSCIENCE INC COM NEW
$6K
EWOISHARES MSCI AUSTRIA ETF
$6K
VIRVIR BIOTECHNOLOGY INC COM
$6K
AGLAGILON HEALTH INC COM
$6K
FALNISHARES FALLEN ANGELS USD BOND ETF
$6K
CRSRCORSAIR GAMING INC COM
$6K
NKTREURNEKTAR THERAPEUTICS COM NEW
$6K
GCTGIGACLOUD TECHNOLOGY INC CLASS A ORD
$6K
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
$6K
CIVBCIVISTA BANCSHARES INC COM NO PAR
$6K
UTMUTAH MED PRODS INC COM
$6K
EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
$6K
PZZAPAPA JOHNS INTL INC COM
$6K
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$6K
IRSUSDIRSA INVERSIONES Y REP S A SPON GDS ECH 10
$6K
MCBSMETROCITY BANKSHARES INC COM
$6K
CTKBCYTEK BIOSCIENCES INC COM
$6K
SESSES AI CORPORATION CL A COM
$6K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$6K
RXORXO INC COMMON STOCK
$6K
RVMDREVOLUTION MEDICINES INC COM
$6K
LILALIBERTY LATIN AMERICA LTD COM CL C
$6K
LZMLIFEZONE METALS LIMITED ORD SHS
$6K
CWANCLEARWATER ANALYTICS HLDGS INC CL A
$6K
GPRKGEOPARK LTD USD SHS
$6K
VSCOVICTORIAS SECRET AND CO COMMON STOCK
$6K
CCCHEMOURS CO COM
$6K
BNTXBIONTECH SE SPONSORED ADS
$6K
CRMLCRITICAL METALS CORP PUBCO ORD SHS
$6K
AHCOADAPTHEALTH CORP COMMON STOCK
$6K
RNAAVIDITY BIOSCIENCES INC COM
$6K
WYHGWING YIP FOOD CHINA HLDGS GROU SPONSORED ADS
$6K
HTGCHERCULES CAPITAL INC COM
$6K
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
$6K
WTTRSELECT WATER SOLUTIONS INC CL A COM
$6K
BLBLACKLINE INC COM
$6K
FVCFIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF
$6K
ZLABZAI LAB LTD ADR
$6K
KNTKKINETIK HOLDINGS INC COM NEW CL A
$6K
RCUSARCUS BIOSCIENCES INC COM
$6K
TIPTTIPTREE INC COM
$6K
CGEMCULLINAN THERAPEUTICS INC COM
$6K
AIRSAIRSCULPT TECHNOLOGIES INC COM
$6K
CVACCUREVAC N V COM
$6K
ALGTALLEGIANT TRAVEL CO COM
$6K
LZBLA Z BOY INC COM
$6K
AMLPALERIAN MLP ETF
$6K
OFLXOMEGA FLEX INC COM
$6K
UPBUPSTREAM BIO INC COM
$6K
BCAXBICARA THERAPEUTICS INC COM
$6K
VNDAVANDA PHARMACEUTICALS INC COM
$6K
USACUSA COMPRESSION PARTNERS LP COMUNIT LTDPAR
$6K
XBOCINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER
$6K
MLYSMINERALYS THERAPEUTICS INC COM
$6K
QQQJINVESCO NASDAQ NEXT GEN 100 ETF
$6K
HRZNHORIZON TECHNOLOGY FIN CORP COM
$6K
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF
$6K
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