EverSource Wealth Advisors, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.7B
Holdings
4,271
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (4,271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | 23,156 | $1.9M | 0.07% | |
| 202 | —SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL | 2,700 | $1.8M | 0.07% | Call |
| 203 | PEPPEPSICO INC COM | 12,817 | $1.8M | 0.07% | |
| 204 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 56,102 | $1.8M | 0.07% | |
| 205 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 17,132 | $1.8M | 0.07% | |
| 206 | KOCOCA COLA CO COM | 26,095 | $1.8M | 0.07% | |
| 207 | LINLINDE PLC SHS | 4,265 | $1.8M | 0.07% | |
| 208 | UPROPROSHARES ULTRAPRO S&P500 | 15,586 | $1.8M | 0.07% | |
| 209 | ABTABBOTT LABS COM | 14,420 | $1.8M | 0.07% | |
| 210 | UNHUNITEDHEALTH GROUP INC COM | 5,430 | $1.8M | 0.07% | |
| 211 | JBLJABIL INC COM | 7,845 | $1.8M | 0.07% | |
| 212 | SCHXSCHWAB U.S. LARGE-CAP ETF | 66,135 | $1.8M | 0.07% | |
| 213 | LKQ1LKQ CORP COM | 58,829 | $1.8M | 0.07% | |
| 214 | FT2FIRST HORIZON CORPORATION COM | 74,262 | $1.8M | 0.07% | |
| 215 | BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 17,738 | $1.8M | 0.06% | |
| 216 | QCOMQUALCOMM INC COM | 10,309 | $1.8M | 0.06% | |
| 217 | XLFFinancial Select Sector SPDR ETF | 31,905 | $1.7M | 0.06% | |
| 218 | PTLINSPIRE 500 ETF | 7,037 | $1.7M | 0.06% | |
| 219 | COFCAPITAL ONE FINL CORP COM | 7,193 | $1.7M | 0.06% | |
| 220 | TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 45,026 | $1.7M | 0.06% | |
| 221 | GDXUMICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 7,109 | $1.7M | 0.06% | |
| 222 | BCBRUNSWICK CORP COM | 23,125 | $1.7M | 0.06% | |
| 223 | SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 39,502 | $1.7M | 0.06% | |
| 224 | FEMRFIDELITY ENHANCED EMERGING MARKETS ETF | 51,654 | $1.7M | 0.06% | |
| 225 | CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 47,974 | $1.7M | 0.06% | |
| 226 | ANETARISTA NETWORKS INC COM SHS | 12,716 | $1.7M | 0.06% | |
| 227 | SYFIAB SHORT DURATION HIGH YIELD ETF | 45,854 | $1.6M | 0.06% | |
| 228 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 16,390 | $1.6M | 0.06% | |
| 229 | SCHWSCHWAB CHARLES CORP COM | 16,492 | $1.6M | 0.06% | |
| 230 | DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 26,919 | $1.6M | 0.06% | |
| 231 | DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 42,743 | $1.6M | 0.06% | |
| 232 | NOWSERVICENOW INC COM | 10,609 | $1.6M | 0.06% | |
| 233 | INTCINTEL CORP COM | 44,023 | $1.6M | 0.06% | |
| 234 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 15,728 | $1.6M | 0.06% | |
| 235 | NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF | 69,264 | $1.6M | 0.06% | |
| 236 | LMTLOCKHEED MARTIN CORP COM | 3,303 | $1.6M | 0.06% | |
| 237 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 38,473 | $1.6M | 0.06% | |
| 238 | IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | 41,209 | $1.6M | 0.06% | |
| 239 | BMYBRISTOL-MYERS SQUIBB CO COM | 28,857 | $1.6M | 0.06% | |
| 240 | SPXLDIREXION DAILY S&P 500 BULL 3X SHARES | 7,027 | $1.6M | 0.06% | |
| 241 | OEFISHARES S&P 100 ETF | 4,476 | $1.5M | 0.06% | |
| 242 | PNCPNC FINL SVCS GROUP INC COM | 7,350 | $1.5M | 0.06% | |
| 243 | UPSUNITED PARCEL SVCS INC CL B | 15,467 | $1.5M | 0.06% | |
| 244 | ADBEADOBE INC COM | 4,382 | $1.5M | 0.06% | |
| 245 | TRVCCITIGROUP INC COM NEW | 13,127 | $1.5M | 0.06% | |
| 246 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 10,960 | $1.5M | 0.06% | |
| 247 | 4I1PHILIP MORRIS INTL INC COM | 9,455 | $1.5M | 0.06% | |
| 248 | GDGENERAL DYNAMICS CORP COM | 4,445 | $1.5M | 0.05% | |
| 249 | LRCXLAM RESEARCH CORP COM NEW | 8,757 | $1.5M | 0.05% | |
| 250 | IBMINTERNATIONAL BUSINESS MACHS COM | 5,050 | $1.5M | 0.05% | |
| 251 | PGPROCTER & GAMBLE CO COM | 10,430 | $1.5M | 0.05% | |
| 252 | FDXFEDEX CORP COM | 5,152 | $1.5M | 0.05% | |
| 253 | MPCMARATHON PETE CORP COM | 9,113 | $1.5M | 0.05% | |
| 254 | VUSBVANGUARD ULTRA-SHORT BOND ETF | 29,527 | $1.5M | 0.05% | |
| 255 | BITX2X BITCOIN STRATEGY ETF | 52,889 | $1.5M | 0.05% | |
| 256 | CYBRCYBERARK SOFTWARE LTD SHS | 3,292 | $1.5M | 0.05% | |
| 257 | TLTISHARES 20 YEAR TREASURY BOND ETF | 16,720 | $1.5M | 0.05% | |
| 258 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 9,392 | $1.5M | 0.05% | |
| 259 | IJRISHARES CORE S&P SMALL CAP ETF | 12,032 | $1.4M | 0.05% | |
| 260 | CNCCENTENE CORP DEL COM | 35,227 | $1.4M | 0.05% | |
| 261 | UGLPROSHARES ULTRA GOLD | 26,017 | $1.4M | 0.05% | |
| 262 | FIXCOMFORT SYS USA INC COM | 1,544 | $1.4M | 0.05% | |
| 263 | APHAMPHENOL CORP CL A | 10,668 | $1.4M | 0.05% | |
| 264 | GMGENERAL MTRS CO COM | 17,616 | $1.4M | 0.05% | |
| 265 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 57,704 | $1.4M | 0.05% | |
| 266 | IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 35,552 | $1.4M | 0.05% | |
| 267 | ARKKARK INNOVATION ETF | 18,214 | $1.4M | 0.05% | |
| 268 | IVEISHARES S&P 500 VALUE ETF | 6,569 | $1.4M | 0.05% | |
| 269 | MCDMCDONALDS CORP COM | 4,512 | $1.4M | 0.05% | |
| 270 | BKNGBOOKING HOLDINGS INC COM | 253 | $1.3M | 0.05% | |
| 271 | UNPUNION PAC CORP COM | 5,768 | $1.3M | 0.05% | |
| 272 | HALHALLIBURTON CO COM | 47,196 | $1.3M | 0.05% | |
| 273 | INCYINCYTE CORP COM | 13,261 | $1.3M | 0.05% | |
| 274 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 15,589 | $1.3M | 0.05% | |
| 275 | ESUMEVENTIDE US MARKET ETF | 48,301 | $1.3M | 0.05% | |
| 276 | ISMDINSPIRE SMALL/MID CAP ETF | 33,292 | $1.3M | 0.05% | |
| 277 | SCHASCHWAB U.S. SMALL-CAP ETF | 45,013 | $1.3M | 0.05% | |
| 278 | EXPEEXPEDIA GROUP INC COM NEW | 4,533 | $1.3M | 0.05% | |
| 279 | —AAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT | 4,700 | $1.3M | 0.05% | Put |
| 280 | ORLYOREILLY AUTOMOTIVE INC COM | 14,009 | $1.3M | 0.05% | |
| 281 | CVSCVS HEALTH CORP COM | 16,011 | $1.3M | 0.05% | |
| 282 | VLOVALERO ENERGY CORP COM | 7,772 | $1.3M | 0.05% | |
| 283 | RSGREPUBLIC SVCS INC COM | 5,948 | $1.3M | 0.05% | |
| 284 | SCHBSCHWAB U.S. BROAD MARKET ETF | 47,798 | $1.3M | 0.05% | |
| 285 | TEAMATLASSIAN CORPORATION CL A | 7,689 | $1.2M | 0.05% | |
| 286 | FLEEFRANKLIN FTSE EUROPE ETF | 33,839 | $1.2M | 0.05% | |
| 287 | SCHPSCHWAB US TIPS ETF | 46,597 | $1.2M | 0.05% | |
| 288 | SYMSYMBOTIC INC CLASS A COM | 20,767 | $1.2M | 0.05% | |
| 289 | NEMNEWMONT CORP COM | 12,297 | $1.2M | 0.04% | |
| 290 | WDCWESTERN DIGITAL CORP COM | 7,105 | $1.2M | 0.04% | |
| 291 | PCGPG&E CORP COM | 75,820 | $1.2M | 0.04% | |
| 292 | PSXPHILLIPS 66 COM | 9,439 | $1.2M | 0.04% | |
| 293 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 11,727 | $1.2M | 0.04% | |
| 294 | ESGUISHARES ESG AWARE MSCI USA ETF | 8,003 | $1.2M | 0.04% | |
| 295 | IUSBISHARES CORE TOTAL USD BOND MARKET ETF | 25,474 | $1.2M | 0.04% | |
| 296 | EIXEDISON INTL COM | 19,502 | $1.2M | 0.04% | |
| 297 | XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 29,742 | $1.2M | 0.04% | |
| 298 | MRSHMARSH & MCLENNAN COS INC COM | 6,264 | $1.2M | 0.04% | |
| 299 | CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 25,274 | $1.2M | 0.04% | |
| 300 | VOVANGUARD MID-CAP ETF | 3,987 | $1.2M | 0.04% |