EverSource Wealth Advisors, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.7T
Holdings
4,271
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (4,271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1001 | NSPINSPERITY INC COM | 4,566 | $173K | 0.00% | |
| 1002 | AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 3,419 | $173K | 0.00% | |
| 1003 | EXPDEXPEDITORS INTL WASH INC COM | 1,222 | $173K | 0.00% | |
| 1004 | PIIPOLARIS INC COM | 2,815 | $173K | 0.00% | |
| 1005 | IJKISHARES S&P MID-CAP 400 GROWTH ETF | 1,795 | $172K | 0.00% | |
| 1006 | CHWYCHEWY INC CL A | 5,353 | $172K | 0.00% | |
| 1007 | DC4DEXCOM INC COM | 2,672 | $172K | 0.00% | |
| 1008 | FTREFORTREA HLDGS INC COMMON STOCK | 9,983 | $171K | 0.00% | |
| 1009 | MKLMARKEL GROUP INC COM | 82 | $171K | 0.00% | |
| 1010 | DDDUPONT DE NEMOURS INC COM | 4,376 | $170K | 0.00% | |
| 1011 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 3,837 | $170K | 0.00% | |
| 1012 | HAMHARMONY GOLD MINING CO LTD SPONSORED ADR | 8,703 | $170K | 0.00% | |
| 1013 | RMBS*RAMBUS INC DEL COM | 1,906 | $170K | 0.00% | |
| 1014 | CASYCASEYS GEN STORES INC COM | 315 | $170K | 0.00% | |
| 1015 | PDDPDD HOLDINGS INC SPONSORED ADS | 1,547 | $170K | 0.00% | |
| 1016 | KHCKRAFT HEINZ CO COM | 7,158 | $169K | 0.00% | |
| 1017 | FTSFORTIS INC COM | 3,303 | $168K | 0.00% | |
| 1018 | ZWSZURN ELKAY WATER SOLNS CORP COM | 3,660 | $168K | 0.00% | |
| 1019 | OMFONEMAIN HLDGS INC COM | 2,570 | $168K | 0.00% | |
| 1020 | REETISHARES GLOBAL REIT ETF | 6,781 | $168K | 0.00% | |
| 1021 | ARGXARGENX SE SPONSORED ADR | 205 | $168K | 0.00% | |
| 1022 | MHKMOHAWK INDS INC COM | 1,569 | $168K | 0.00% | |
| 1023 | WPCWP CAREY INC COM | 2,677 | $168K | 0.00% | |
| 1024 | LCTDISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 3,060 | $166K | 0.00% | |
| 1025 | WTSWATTS WATER TECHNOLOGIES INC CL A | 623 | $166K | 0.00% | |
| 1026 | TROWPRICE T ROWE GROUP INC COM | 1,674 | $166K | 0.00% | |
| 1027 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 1,760 | $166K | 0.00% | |
| 1028 | ULSUL SOLUTIONS INC CLASS A COM SHS | 2,124 | $165K | 0.00% | |
| 1029 | NWSANEWS CORP NEW CL A | 6,560 | $165K | 0.00% | |
| 1030 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 709 | $165K | 0.00% | |
| 1031 | FGDLFRANKLIN RESPONSIBLY SOURCED GOLD ETF | 2,880 | $165K | 0.00% | |
| 1032 | JT5MUELLER WTR PRODS INC COM SER A | 7,017 | $165K | 0.00% | |
| 1033 | NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | 2,280 | $165K | 0.00% | |
| 1034 | JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 3,386 | $164K | 0.00% | |
| 1035 | TKOTKO GROUP HOLDINGS INC CL A | 801 | $164K | 0.00% | |
| 1036 | LIILENNOX INTL INC COM | 345 | $163K | 0.00% | |
| 1037 | CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | 1,989 | $163K | 0.00% | |
| 1038 | LFUSLITTELFUSE INC COM | 663 | $163K | 0.00% | |
| 1039 | CRBGCOREBRIDGE FINL INC COM | 5,529 | $163K | 0.00% | |
| 1040 | CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | 2,374 | $163K | 0.00% | |
| 1041 | ITTITT INC COM | 973 | $163K | 0.00% | |
| 1042 | VVRINVESCO SR INCOME TR COM | 50,046 | $163K | 0.00% | |
| 1043 | RDDTREDDIT INC CL A | 727 | $163K | 0.00% | |
| 1044 | RINGISHARES MSCI GLOBAL GOLD MINERS ETF | 2,208 | $162K | 0.00% | |
| 1045 | STTSTATE STR CORP COM | 1,297 | $162K | 0.00% | |
| 1046 | NDSNNORDSON CORP COM | 686 | $161K | 0.00% | |
| 1047 | BCXBLACKROCK RES & COMMODITIES ST SHS | 14,688 | $161K | 0.00% | |
| 1048 | GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1,902 | $160K | 0.00% | |
| 1049 | XFOFXCOHEN & STEERS CLOSED-END COM | 12,157 | $160K | 0.00% | |
| 1050 | BJBJS WHSL CLUB HLDGS INC COM | 1,828 | $160K | 0.00% | |
| 1051 | RPMRPM INTL INC COM | 1,593 | $160K | 0.00% | |
| 1052 | ESNTESSENT GROUP LTD COM | 2,540 | $160K | 0.00% | |
| 1053 | UGAUNITED STATES GASOLINE FUND LP | 2,581 | $159K | 0.00% | |
| 1054 | QLYSQUALYS INC COM | 1,231 | $159K | 0.00% | |
| 1055 | APAMARTISAN PARTNERS ASSET MGMT I CL A | 3,999 | $159K | 0.00% | |
| 1056 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 1,022 | $159K | 0.00% | |
| 1057 | REYNREYNOLDS CONSUMER PRODS INC COM | 7,041 | $158K | 0.00% | |
| 1058 | BCMLBAYCOM CORP COM | 5,410 | $158K | 0.00% | |
| 1059 | WEXWEX INC COM | 1,087 | $158K | 0.00% | |
| 1060 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 74 | $156K | 0.00% | |
| 1061 | CRSCARPENTER TECHNOLOGY CORP COM | 516 | $156K | 0.00% | |
| 1062 | MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 3,561 | $156K | 0.00% | |
| 1063 | VODVODAFONE GROUP PLC SPONSORED ADR | 12,246 | $156K | 0.00% | |
| 1064 | GWREGUIDEWIRE SOFTWARE INC COM | 796 | $156K | 0.00% | |
| 1065 | WBDWARNER BROS DISCOVERY INC COM SER A | 5,525 | $155K | 0.00% | |
| 1066 | UPWKUPWORK INC COM | 8,003 | $155K | 0.00% | |
| 1067 | QRVOQORVO INC COM | 1,879 | $155K | 0.00% | |
| 1068 | ONTOONTO INNOVATION INC COM | 1,006 | $155K | 0.00% | |
| 1069 | OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | 1,480 | $155K | 0.00% | |
| 1070 | PPLPPL CORP COM | 4,517 | $154K | 0.00% | |
| 1071 | SNNSMITH & NEPHEW PLC SPDN ADR NEW | 4,825 | $154K | 0.00% | |
| 1072 | MPTMEDICAL PROPERTIES TRUST INC COM | 31,138 | $154K | 0.00% | |
| 1073 | RHIROBERT HALF INC. COM | 5,819 | $154K | 0.00% | |
| 1074 | CHECHEMED CORP NEW COM | 371 | $153K | 0.00% | |
| 1075 | CLSCELESTICA INC COM | 526 | $153K | 0.00% | |
| 1076 | GPNGLOBAL PMTS INC COM | 2,012 | $153K | 0.00% | |
| 1077 | LWLAMB WESTON HLDGS INC COM | 3,758 | $152K | 0.00% | |
| 1078 | SPTISTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 5,288 | $152K | 0.00% | |
| 1079 | WITWIPRO LTD SPON ADR 1 SH | 54,491 | $152K | 0.00% | |
| 1080 | AWCAMERICAN WTR WKS CO INC NEW COM | 1,200 | $151K | 0.00% | |
| 1081 | LRGFISHARES U.S. EQUITY FACTOR ETF | 2,185 | $151K | 0.00% | |
| 1082 | POOLPOOL CORP COM | 680 | $151K | 0.00% | |
| 1083 | CGDGCAPITAL GROUP DIVIDEND GROWERS ETF | 4,236 | $150K | 0.00% | |
| 1084 | LIESUN LIFE FINANCIAL INC. COM | 2,466 | $150K | 0.00% | |
| 1085 | TWLOTWILIO INC CL A | 1,081 | $150K | 0.00% | |
| 1086 | BLDRBUILDERS FIRSTSOURCE INC COM | 1,497 | $150K | 0.00% | |
| 1087 | NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | 768 | $150K | 0.00% | |
| 1088 | GLPIGAMING & LEISURE P COM | 3,438 | $149K | 0.00% | |
| 1089 | SBSWSIBANYE STILLWATER LTD SPONSORED ADR | 10,591 | $149K | 0.00% | |
| 1090 | NFGNATIONAL FUEL GAS CO COM | 1,926 | $149K | 0.00% | |
| 1091 | VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 2,223 | $148K | 0.00% | |
| 1092 | ANFABERCROMBIE & FITCH CO CL A | 1,209 | $148K | 0.00% | |
| 1093 | TSTENARIS S A SPONSORED ADS | 3,958 | $148K | 0.00% | |
| 1094 | UNMUNUM GROUP COM | 1,986 | $148K | 0.00% | |
| 1095 | IDAIDACORP INC COM | 1,199 | $147K | 0.00% | |
| 1096 | DRDDRDGOLD LIMITED SPON ADR REPSTG | 4,836 | $147K | 0.00% | |
| 1097 | CNRCANADIAN NATL RY CO COM | 1,518 | $147K | 0.00% | |
| 1098 | GLRYINSPIRE GROWTH ETF | 4,095 | $146K | 0.00% | |
| 1099 | NXPINXP SEMICONDUCTORS N V COM | 694 | $146K | 0.00% | |
| 1100 | ALCALCON AG ORD SHS | 1,916 | $146K | 0.00% |