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
ELMEELME COMMUNITIES SH BEN INT
$33K
PTINPACER TRENDPILOT INTERNATIONAL ETF
$33K
ENQENTEGRIS INC COM
$33K
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
$33K
SERVSERVE ROBOTICS INC COM
$33K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$32K
AMGAFFILIATED MANAGERS GROUP INC COM
$32K
SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
$32K
KLICKULICKE & SOFFA INDS INC COM
$32K
KOPNKOPIN CORP COM
$32K
NHINATIONAL HEALTH INVS INC COM
$32K
UUNITY SOFTWARE INC COM
$32K
CELCCELCUITY INC COM
$32K
QC10FLAGSTAR BANK NATIONAL ASSOCIA COM NEW
$32K
PRPERMIAN RESOURCES CORP CLASS A COM
$32K
BYBYLINE BANCORP INC COM
$32K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$31K
HRTGHERITAGE INSURANCE HLDGS INC COM
$31K
CVCOCAVCO INDS INC DEL COM
$31K
SLVMSYLVAMO CORP COMMON STOCK
$31K
EMAEMERA INC COM
$31K
ATATATOUR LIFESTYLE HLDGS LTD SPONSORED ADS
$31K
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$31K
RPVINVESCO S&P 500 PURE VALUE ETF
$31K
LNTHLANTHEUS HLDGS INC COM
$31K
SFNCSIMMONS 1ST NATL CORP CL A $1 PAR
$31K
VRRMVERRA MOBILITY CORP CL A COM STK
$31K
TDSTELEPHONE & DATA SYS INC COM NEW
$31K
ALKTALKAMI TECHNOLOGY INC COM
$31K
WDFCWD 40 CO COM
$31K
LXPLXP INDUSTRIAL TRUST COM
$31K
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF
$31K
PDD 270617C00120000 PDD HOLDINGS INC CLL OPT 06/27 105.0 CAL
$31K
PQ3PROVIDENT FINL SVCS INC COM
$31K
BBDBANCO BRADESCO S A SP ADR PFD NEW
$31K
ICVTISHARES CONVERTIBLE BOND ETF
$31K
EICEAGLE POINT INCOME COMPANY INC COM
$31K
DKSDICKS SPORTING GOODS INC COM
$31K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$31K
SMRNUSCALE PWR CORP CL A COM
$30K
PCVXVAXCYTE INC COM
$30K
OSBCOLD SECOND BANCORP INC DEL COM
$30K
OLMAOLEMA PHARMACEUTICALS INC COM
$30K
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
$30K
PENPENUMBRA INC COM
$30K
HEHAWAIIAN ELEC INDUSTRIES COM
$30K
DBXDROPBOX INC CL A
$30K
ASGNASGN INC COM
$30K
SDRLSEADRILL LTD COM
$30K
ARDXARDELYX INC COM
$30K
THFFFIRST FINANCIAL CORPORATION COM
$30K
MATXMATSON INC COM
$30K
ASOACADEMY SPORTS & OUTDOORS INC COM
$30K
BSACBANCO SANTANDER CHILE NEW SP ADR REP COM
$30K
BOKFBOK FINL CORP COM NEW
$30K
HPHELMERICH & PAYNE INC COM
$30K
FLBSTANDARD BIOTOOLS INC COM
$30K
USPHU S PHYSICAL THERAPY COM
$30K
TRSTTRUSTCO BK CORP N Y COM NEW
$30K
VIPSVIPSHOP HLDGS LTD SPONSORED ADS A
$30K
STRVSTRIVE 500 ETF
$30K
PBDCPUTNAM BDC INCOME ETF
$30K
CIGICOLLIERS INTL GROUP INC SUB VTG SHS
$30K
SKTTANGER INC COM
$30K
URAGLOBAL X URANIUM ETF
$30K
MATVMATIV HOLDINGS INC COM
$30K
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL
$29K
TENTSAKOS ENERGY NAVIGATION LTD SHS
$29K
NSSCNAPCO SEC TECHNOLOGIES INC COM
$29K
STRLSTERLING INFRASTRUCTURE INC COM
$29K
DRHDIAMONDROCK HOSPITALITY CO COM
$29K
LTHLIFE TIME GROUP HOLDINGS INC COMMON STOCK
$29K
JPINJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
$29K
WSBFWATERSTONE FINL INC MD COM
$29K
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$29K
NHCNATIONAL HEALTHCARE CORP COM
$29K
SBSISOUTHSIDE BANCSHARES INC COM
$29K
RBRKRUBRIK INC. CL A
$29K
JDJD.COM INC SPON ADS CL A
$29K
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$29K
CWKCUSHMAN AND WAKEFIELD LTD COMMON SHARES
$29K
ASBASSOCIATED BANC-CORP COM
$29K
HOMBHOME BANCSHARES INC COM
$29K
QBTSD-WAVE QUANTUM INC COM
$28K
NOMDNOMAD FOODS LTD USD ORD SHS
$28K
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$28K
CMCOCOLUMBUS MCKINNON CORP N Y COM
$28K
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
$28K
RNGRINGCENTRAL INC CL A
$28K
NUVNUVEEN MUN VALUE FD INC COM
$28K
OSCROSCAR HEALTH INC CL A
$28K
IPARINTERPARFUMS INC COM
$28K
HHHHOWARD HUGHES HOLDINGS INC COM
$28K
DECWALLIANZIM U.S. EQUITY BUFFER20 DEC ETF
$28K
SNAPSNAP INC CL A
$28K
RZLVREZOLVE AI PLC ORD SHS
$28K
MPLXMPLX LP COM UNIT REP LTD
$28K
SOBOSOUTH BOW CORP COM
$28K
IBPINSTALLED BLDG PRODS INC COM
$28K
MG1MGE ENERGY INC COM
$28K
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