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 | Value |
|---|---|
BOHBANK HAWAII CORP COM | $51K |
VTRSVIATRIS INC COM | $51K |
DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | $50K |
CPTCAMDEN PPTY TR SH BEN INT | $50K |
TRMKTRUSTMARK CORP COM | $50K |
FCNFTI CONSULTING INC COM | $50K |
LDEMISHARES ESG MSCI EM LEADERS ETF | $50K |
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF | $50K |
ENVAENOVA INTL INC COM | $50K |
ABVXABIVAX SA SPONSORED ADS | $50K |
MODMODINE MFG CO COM | $50K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $50K |
FISIFINANCIAL INSTNS INC COM | $50K |
LZLEGALZOOM COM INC COM | $50K |
OISOIL STS INTL INC COM | $50K |
ROIVROIVANT SCIENCES LTD SHS | $50K |
CHRDCHORD ENERGY CORPORATION COM NEW | $50K |
SSLSASOL LTD SPONSORED ADR | $50K |
IRTCIRHYTHM HOLDINGS INC COM | $50K |
FSVFIRSTSERVICE CORP NEW COM | $50K |
HIWHIGHWOODS PPTYS INC COM | $50K |
ACAARCOSA INC COM | $50K |
PRMPERIMETER SOLUTIONS INC COMMON STOCK | $50K |
MAPSWM TECHNOLOGY INC COM | $49K |
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF | $49K |
SOLVSOLVENTUM CORP COM SHS | $49K |
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF | $49K |
BKUBANKUNITED INC COM | $49K |
ASRGRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $49K |
GLUEMONTE ROSA THERAPEUTICS INC COM | $49K |
IOSPINNOSPEC INC COM | $49K |
VTWOVANGUARD RUSSELL 2000 ETF | $49K |
YPFYPF SOCIEDAD ANONIMA SPON ADR CL D | $49K |
BCPCBALCHEM CORP COM | $49K |
BANFBANCFIRST CORP COM | $49K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $48K |
MSAMSA SAFETY INC COM | $48K |
DLXDELUXE CORP MEDIUM TERM NTS COM | $48K |
ESSESSEX PPTY TR INC COM | $48K |
WYNNWYNN RESORTS LTD COM | $48K |
KFYKORN FERRY COM NEW | $48K |
PAYCPAYCOM SOFTWARE INC COM | $48K |
FBKFB FINL CORP COM | $48K |
TAPMOLSON COORS BEVERAGE CO CL B | $48K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $48K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $48K |
CIGCIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $48K |
NJRNEW JERSEY RES CORP COM | $48K |
XLEEnergy Select Sector SPDR ETF | $47K |
UWMCUWM HOLDINGS CORPORATION COM CL A | $47K |
AREALEXANDRIA REAL ESTATE EQ INC COM | $47K |
1GSNNOVANTA INC COM | $47K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $47K |
INDBINDEPENDENT BK CORP MASS COM | $47K |
MTHMERITAGE HOMES CORP COM | $47K |
STSENSATA TECHNOLOGIES HLDG PLC SHS | $47K |
MOG/AMOOG INC CL A | $47K |
INSWINTERNATIONAL SEAWAYS INC COM | $47K |
DVDOUBLEVERIFY HLDGS INC COM | $47K |
CHCOCITY HLDG CO COM | $47K |
IYHISHARES U.S. HEALTHCARE ETF | $47K |
YETIYETI HLDGS INC COM | $47K |
TIMBTIM S A SPONSORED ADR | $47K |
BIZDVANECK BDC INCOME ETF | $46K |
EOSEATON VANCE ENHANCED EQUITY IN COM | $46K |
FCFFIRST COMWLTH FINL CORP PA COM | $46K |
OSONESTREAM INC CL A | $46K |
PTGXPROTAGONIST THERAPEUTICS INC COM | $46K |
MNSOMINISO GROUP HLDG LTD SPONSORED ADS | $46K |
STRASTRATEGIC ED INC COM | $46K |
AKRACADIA RLTY TR COM SH BEN INT | $46K |
SNEXSTONEX GROUP INC COM | $46K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $46K |
BGBUNGE GLOBAL SA COM SHS | $45K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $45K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $45K |
JOUTJOHNSON OUTDOORS INC CL A | $45K |
MVTBLACKROCK MUNIVEST FD II INC COM | $45K |
GLNGGOLAR LNG LTD SHS | $45K |
DNOWDNOW INC COM | $45K |
FESMFIDELITY ENHANCED SMALL CAP ETF | $45K |
HFWAHERITAGE FINL CORP WASH COM | $45K |
FULFULLER H B CO COM | $45K |
CNXCNX RES CORP COM | $45K |
SAFTSAFETY INS GROUP INC COM | $45K |
CTRECARETRUST REIT INC COM | $45K |
XPOXPO INC COM | $45K |
BHVNBIOHAVEN LTD COM | $45K |
XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF | $45K |
GMEDGLOBUS MED INC CL A | $45K |
LIVNLIVANOVA PLC SHS | $45K |
PLTKPLAYTIKA HLDG CORP COM | $45K |
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | $45K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $44K |
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $44K |
FGF&G ANNUITIES & LIFE INC COMMON STOCK | $44K |
PHINPHINIA INC COMMON STOCK | $44K |
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $44K |
WF2WINTRUST FINL CORP COM | $44K |
DARDARLING INGREDIENTS INC COM | $44K |