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
HHHHOWARD HUGHES HOLDINGS INC COM
$28K
SOBOSOUTH BOW CORP COM
$28K
DVADAVITA INC COM
$28K
DSGDESCARTES SYS GROUP INC COM
$28K
QBTSD-WAVE QUANTUM INC COM
$28K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$28K
KWRQUAKER HOUGHTON COM
$28K
OSCROSCAR HEALTH INC CL A
$28K
CWSTCASELLA WASTE SYS INC CL A
$28K
MDPEDIATRIX MEDICAL GROUP INC COM
$28K
POWLPOWELL INDS INC COM
$28K
MGYMAGNOLIA OIL & GAS CORP CL A
$28K
CIB1NGRUPO CIBEST SA SPON ADS
$28K
APGEAPOGEE THERAPEUTICS INC COM
$28K
CMCOCOLUMBUS MCKINNON CORP N Y COM
$28K
MSGSMADISON SQUARE GRDN SPRT CORP CL A
$28K
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$28K
TRINTRINITY CAP INC COM
$27K
IVTINVENTRUST PPTYS CORP COM NEW
$27K
EBCEASTERN BANKSHARES INC COM
$27K
LEGLEGGETT & PLATT INC COM
$27K
BXMTBLACKSTONE MTG TR INC COM CL A
$27K
RLIRLI CORP COM
$27K
BRZEBRAZE INC COM CL A
$27K
OIIOCEANEERING INTL INC COM
$27K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$27K
PFBCPREFERRED BK LOS ANGELES CA COM NEW
$27K
BCIABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
$27K
FSSFEDERAL SIGNAL CORP COM
$27K
TTDTHE TRADE DESK INC COM CL A
$27K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$27K
GOLFACUSHNET HLDGS CORP COM
$27K
UNFIUNITED NAT FOODS INC COM
$27K
FBPFIRST BANCORP CORPORATION COM NEW
$27K
CVBFCVB FINL CORP COM
$27K
DTDYNATRACE INC COM NEW
$27K
CVYINVESCO ZACKS MULTI-ASSET INCOME ETF
$27K
WTHWORTHINGTON ENTERPRISES INC COM
$27K
AMBAAMBARELLA INC SHS
$27K
DKDELEK US HLDGS INC NEW COM
$27K
DORMDORMAN PRODS INC COM
$27K
ZIMZIM INTEGRATED SHIPPING SERV SHS
$27K
OTTROTTER TAIL CORP COM
$27K
ZEUSOLYMPIC STEEL INC COM
$27K
FTDRFRONTDOOR INC COM
$27K
CUKCARNIVAL PLC ADS
$27K
SMBKSMARTFINANCIAL INC COM NEW
$27K
AATAMERICAN ASSETS TR INC COM
$27K
CCUCOMPANIA CERVECERIAS UNIDAS S SPONSORED ADR
$26K
IXCISHARES GLOBAL ENERGY ETF
$26K
WMSADVANCED DRAIN SYS INC DEL COM
$26K
RDVTRED VIOLET INC COM
$26K
DFARDIMENSIONAL US REAL ESTATE ETF
$26K
TECHBIO-TECHNE CORP COM
$26K
MTSIMACOM TECH SOLUTIONS HLDGS INC COM
$26K
ALEXALEXANDER & BALDWIN INC NEW COM
$26K
NBHCNATIONAL BK HLDGS CORP CL A
$26K
MLRMILLER INDS INC TENN COM NEW
$26K
HRMYHARMONY BIOSCIENCES HLDGS INC COM
$26K
VOOVVANGUARD S&P 500 VALUE ETF
$26K
HBNCHORIZON BANCORP INC COM
$26K
AVNSAVANOS MED INC COM
$26K
AGMFEDERAL AGRIC MTG CORP CL C
$26K
APLEAPPLE HOSPITALITY REIT INC COM NEW
$26K
KODKODIAK SCIENCES INC COM
$26K
CHYMCHIME FINL INC COM SHS CL A
$26K
QFINQFIN HOLDINGS INC AMERICAN DEP
$26K
RYTMRHYTHM PHARMACEUTICALS INC COM
$26K
HIHILLENBRAND INC COM
$26K
CRKCOMSTOCK RES INC COM
$26K
PCORPROCORE TECHNOLOGIES INC COM
$26K
MIRMIRION TECHNOLOGIES INC COM CL A
$26K
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
$25K
PRGOPERRIGO CO PLC SHS
$25K
MAXMEDIAALPHA INC CL A
$25K
VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
$25K
INDVINDIVIOR PHARMACEUTICALS INC COM
$25K
SXISTANDEX INTL CORP COM
$25K
WMGWARNER MUSIC GROUP CORP COM CL A
$25K
SHOOMADDEN STEVEN LTD COM
$25K
LINELINEAGE INC COM
$25K
MTXMINERALS TECHNOLOGIES INC COM
$25K
KRMNKARMAN HLDGS INC COMMON STOCK
$25K
RPAYREPAY HLDGS CORP COM CL A
$25K
EQBKEQUITY BANCSHARES INC COM CL A
$25K
DFCADIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
$25K
CWEN/ACLEARWAY ENERGY INC CL A
$25K
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
$25K
SGDJSPROTT JUNIOR GOLD MINERS ETF
$25K
SNDRSCHNEIDER NATIONAL INC CL B
$25K
CMRECOSTAMARE INC SHS
$25K
ETHWBITWISE ETHEREUM ETF
$25K
CZRCAESARS ENTERTAINMENT INC NEW COM
$25K
BUWABIO RAD LABS INC CL A
$25K
KMTKENNAMETAL INC COM
$25K
VENUVENU HLDG CORP COM
$25K
SSFSENSIENT TECHNOLOGIES CORP COM
$25K
NBRNABORS INDUSTRIES LTD SHS
$24K
ELSEQUITY LIFESTYLE PROPERTIES COM
$24K
CASHPATHWARD FINANCIAL INC COM
$24K
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