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)

StockValue
TXG10X GENOMICS INC CL A COM
$98K
AOSSMITH A O CORP COM
$98K
MOHMOLINA HEALTHCARE INC COM
$98K
GPKGRAPHIC PACKAGING HLDG CO COM
$98K
OKTAOKTA INC CL A
$97K
ELLAUDER ESTEE COS INC CL A
$97K
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$97K
DYT1DYNEX CAP INC COM
$97K
UTENUS TREASURY 10 YEAR NOTE ETF
$97K
TMHCTAYLOR MORRISON HOME CORP COM
$96K
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
$96K
ENSENERSYS COM
$96K
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
$96K
BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR
$96K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$96K
MTDRMATADOR RES CO COM
$96K
GIB/ACGI INC CL A SUB VTG
$96K
PRFINVESCO RAFI US 1000 ETF
$96K
ZIONZIONS BANCORPORATION N A COM
$95K
PPLPEMBINA PIPELINE CORP COM
$95K
UHSUNIVERSAL HLTH SVCS INC CL B
$95K
SHLDGLOBAL X DEFENSE TECH ETF
$95K
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS
$95K
RITMRITHM CAPITAL CORP COM NEW
$95K
TTEKTETRA TECH INC NEW COM
$95K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$94K
HLHECLA MNG CO COM
$94K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$94K
CROXCROCS INC COM
$94K
NOKNOKIA CORP SPONSORED ADR
$94K
TTANSERVICETITAN INC SHS CL A
$94K
EXREXTRA SPACE STORAGE INC COM
$94K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$93K
SNSHARKNINJA INC COM SHS
$93K
SONSONOCO PRODS CO COM
$93K
NGVTINGEVITY CORP COM
$93K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$93K
CLXCLOROX CO DEL COM
$93K
ONCBEONE MEDICINES LTD SPONSORED ADS
$93K
PFLTPENNANTPARK FLOATING RATE CAP COM
$92K
SUISUN CMNTYS INC COM
$92K
EQREQUITY RESIDENTIAL SH BEN INT
$91K
FHBFIRST HAWAIIAN INC COM
$91K
LNTALLIANT ENERGY CORP COM
$91K
AVYAVERY DENNISON CORP COM
$91K
WSMWILLIAMS SONOMA INC COM
$91K
TECK/BTECK RESOURCES LTD CL B
$91K
EQNREQUINOR ASA SPONSORED ADR
$91K
SSBSOUTHSTATE BK CORP COM
$91K
SSDSIMPSON MFG INC COM
$90K
MZTIMARZETTI COMPANY COM
$90K
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
$90K
NVMINOVA LTD COM
$90K
FHIFEDERATED HERMES INC CL B
$90K
OACPONEASCENT CORE PLUS BOND ETF
$90K
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF
$90K
TDCTERADATA CORP DEL COM
$90K
EQHEQUITABLE HLDGS INC COM
$90K
GNRCGENERAC HLDGS INC COM
$90K
FERFERROVIAL SE ORD SHS
$89K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$89K
BCEBCE INC COM NEW
$89K
PKPARK HOTELS & RESORTS INC COM
$89K
AWMSKYWORKS SOLUTIONS INC COM
$89K
LBTYALIBERTY GLOBAL LTD COM CL A
$89K
PDIPIMCO DYNAMIC INCOME FD SHS
$88K
NVSTENVISTA HOLDINGS CORPORATION COM
$88K
NTESNETEASE INC SPONSORED ADS
$88K
BAXBAXTER INTL INC COM
$88K
GMABGENMAB A/S SPONSORED ADS
$88K
SHYDVANECK SHORT HIGH YIELD MUNI ETF
$88K
PHIPLDT INC SPONSORED ADR
$88K
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
$88K
VPUVANGUARD UTILITIES ETF
$87K
PENNPENN ENTERTAINMENT INC COM
$87K
VDEVANGUARD ENERGY ETF
$87K
PODDINSULET CORP COM
$87K
BNLBROADSTONE NET LEASE INC COM
$87K
CRWVCOREWEAVE INC COM CL A
$86K
PWVINVESCO LARGE CAP VALUE ETF
$86K
LMATLEMAITRE VASCULAR INC COM
$86K
SNYSANOFI SA SPONSORED ADR
$86K
TERNTERNS PHARMACEUTICALS INC COM
$86K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$86K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$86K
KIMKIMCO REALTY CORP COM
$85K
ISIIONIS PHARMACEUTICALS INC COM
$85K
FYBRFRONTIER COMMUNICATIONS PARENT COM
$85K
AVAAVISTA CORP COM
$84K
AVUSAVANTIS U.S. EQUITY ETF
$84K
BXPBXP INC COM
$84K
HEIHEICO CORP NEW CL A
$84K
FOXAFOX CORP CL A COM
$84K
CRCCALIFORNIA RES CORP COM STOCK
$84K
SOFISOFI TECHNOLOGIES INC COM
$83K
CNMCORE & MAIN INC CL A
$83K
HLFHERBALIFE LTD COM SHS
$83K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$83K
CPNGCOUPANG INC CL A
$82K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$82K
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