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
PHINPHINIA INC COMMON STOCK
$44K
IRWDIRONWOOD PHARMACEUTICALS INC COM CL A
$44K
GEFGREIF INC CL A
$43K
VISVANGUARD INDUSTRIALS ETF
$43K
HCSGHEALTHCARE SVCS GROUP INC COM
$43K
BB4AXOS FINANCIAL INC COM
$43K
CRCLCIRCLE INTERNET GROUP INC COM CL A
$43K
NWBINORTHWEST BANCSHARES INC COM
$43K
ARRARMOUR RESIDENTIAL REIT INC COM SHS
$43K
SIVRABRDN PHYSICAL SILVER SHARES ETF
$43K
STAGSTAG INDUSTRIAL INC COM
$43K
CCSCENTURY COMMUNITIES INC COM
$43K
FLNGFLEX LNG LTD SHS
$43K
JBGSJBG SMITH PPTYS COM
$43K
HXLHEXCEL CORP NEW COM
$43K
MIDDMIDDLEBY CORP COM
$43K
GRALGRAIL INC COM
$43K
DXPEDXP ENTERPRISES INC COM NEW
$43K
UHALU HAUL HOLDING COMPANY COM
$43K
CENXCENTURY ALUM CO COM
$42K
PNWPINNACLE WEST CAP CORP COM
$42K
TSAACI WORLDWIDE INC COM
$42K
TGNATEGNA INC COM
$42K
PFSIPENNYMAC FINL SVCS INC NEW COM
$42K
VSECVSE CORP COM
$42K
AESAES CORP COM
$42K
GDSGDS HLDGS LTD SPONSORED ADS
$42K
SPGPINVESCO S&P 500 GARP ETF
$42K
BITBBITWISE BITCOIN ETF TRUST
$42K
JMUBJPMORGAN MUNICIPAL ETF
$42K
PLOWDOUGLAS DYNAMICS INC COM
$42K
TPGTPG INC COM CL A
$42K
LPXLOUISIANA PAC CORP COM
$42K
6RJ0ROCKET LAB CORP COM
$42K
IJHISHARES CORE S&P MID-CAP ETF
$41K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$41K
CCDCALAMOS DYNAMIC CONV & INCOME COM
$41K
UMBFUMB FINL CORP COM
$41K
TILEINTERFACE INC COM
$41K
ORNORION GROUP HLDGS INC COM
$41K
CBUCOMMUNITY FINANCIAL SYSTEM INC COM
$41K
YALAYALLA GROUP LTD ADS
$41K
TEMTEMPUS AI INC CL A
$41K
PLNTPLANET FITNESS INC CL A
$41K
DHTDHT HOLDINGS INC SHS NEW
$41K
AVIVAVANTIS INTERNATIONAL LARGE CAP VALUE ETF
$41K
RUNSUNRUN INC COM
$41K
OKLOOKLO INC COM CL A
$41K
GIIIG III APPAREL GROUP LTD COM
$41K
AWGASBURY AUTOMOTIVE GROUP INC COM
$41K
BENFRANKLIN RESOURCES INC COM
$41K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$41K
CMCLCALEDONIA MNG CORP SHS NEW
$41K
DHILDIAMOND HILL INVT GROUP INC COM NEW
$41K
PAASPAN AMERN SILVER CORP COM
$41K
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
$41K
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$41K
LCTUISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
$40K
WTIW & T OFFSHORE INC COM
$40K
PRAAPRA GROUP INC COM
$40K
TMPTOMPKINS FINL CORP COM
$40K
KBHKB HOME COM
$40K
ANABANAPTYSBIO INC COM
$40K
G9NGRUPO AEROPUERTO DEL PACIFICO SPON ADS B
$40K
BKEBUCKLE INC COM
$40K
THSTREEHOUSE FOODS INC COM
$40K
ASNDASCENDIS PHARMA A/S SPONSORED ADR
$40K
XYZBLOCK INC CL A
$40K
CMPRCIMPRESS PLC SHS EURO
$40K
ALKALASKA AIR GROUP INC COM
$40K
NICNICOLET BANKSHARES INC COM
$40K
TSLXSIXTH STREET SPECIALTY LENDING COM
$40K
OPLNOPENLANE INC COM
$40K
FLNCFLUENCE ENERGY INC COM CL A
$40K
HIMXHIMAX TECHNOLOGIES INC SPONSORED ADR
$40K
PEOADAM NAT RES FD INC COM
$40K
NWNNORTHWEST NAT HLDG CO COM
$40K
EYENATIONAL VISION HLDGS INC COM
$40K
MCWMISTER CAR WASH INC COM
$40K
BLDTOPBUILD CORP COM
$40K
TFPMTRIPLE FLAG PRECIOUS METAL COM
$40K
HMNHORACE MANN EDUCATORS CORP NEW COM
$40K
RAMPLIVERAMP HLDGS INC COM
$40K
MIGASTRATEGY INC CL A NEW
$40K
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
$39K
GNTXGENTEX CORP COM
$39K
AUBATLANTIC UN BANKSHARES CORP COM
$39K
APPNAPPIAN CORP CL A
$39K
SWXSOUTHWEST GAS HLDGS INC COM
$39K
JOBYJOBY AVIATION INC COMMON STOCK
$39K
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF
$39K
STBAS & T BANCORP INC COM
$39K
NPKNATIONAL PRESTO INDS INC COM
$39K
GFLGFL ENVIRONMENTAL INC SUB VTG SHS
$39K
MGAMAGNA INTL INC COM
$39K
CMCCOMMERCIAL METALS CO COM
$39K
GPCRSTRUCTURE THERAPEUTICS INC SPONSORED ADS
$39K
HYTBLACKROCK CORPOR HI YLD FD INC COM
$38K
NFJVIRTUS DIVIDEND INTEREST & PR COM
$38K
MVSTMICROVAST HOLDINGS INC COM
$38K
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