EverSource Wealth Advisors, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$2.5B

Holdings

4,322

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (4,322 positions)

StockValue
UPWKUPWORK INC COM
$116K
XEMDXWESTERN ASSET EMERGING MKTS DE COM
$116K
WWAYFAIR INC CL A
$116K
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
$116K
CPBTHE CAMPBELLS COMPANY COM
$115K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$115K
FITBFIFTH THIRD BANCORP COM
$115K
AEBAALLETE INC COM NEW
$115K
CHHCHOICE HOTELS INTL INC COM
$114K
CLSCELESTICA INC COM
$114K
BOXBOX INC CL A
$113K
GATXGATX CORP COM
$113K
TWLOTWILIO INC CL A
$113K
ESNTESSENT GROUP LTD COM
$113K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$112K
WTRGESSENTIAL UTILS INC COM
$112K
BCEBCE INC COM NEW
$112K
MKTXMARKETAXESS HLDGS INC COM
$112K
WSMWILLIAMS SONOMA INC COM
$112K
MRPMILLROSE PPTYS INC COM CL A
$112K
MPMP MATERIALS CORP COM CL A
$112K
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$112K
SBSWSIBANYE STILLWATER LTD SPONSORED ADR
$112K
VVRINVESCO SR INCOME TR COM
$112K
HSYHERSHEY CO COM
$111K
CHRWC H ROBINSON WORLDWIDE INC COM NEW
$110K
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
$110K
APLSAPELLIS PHARMACEUTICALS INC COM
$110K
DOWDOW INC COM
$110K
VAWVANGUARD MATERIALS ETF
$110K
SEISOLARIS ENERGY INFRAS INC COM CL A
$110K
ATRAPTARGROUP INC COM
$110K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$110K
FXEINVESCO CURRENCYSHARES EURO TRUST
$109K
EVTCEVERTEC INC COM
$109K
BBARRICK MNG CORP COM SHS
$108K
PBFPBF ENERGY INC CL A
$108K
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
$108K
LCIILCI INDS COM
$108K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$108K
KIMKIMCO RLTY CORP COM
$107K
TELFYTELEFONICA S A SPONSORED ADR
$107K
LNTALLIANT ENERGY CORP COM
$107K
QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
$107K
GPNGLOBAL PMTS INC COM
$107K
MMSIMERIT MED SYS INC COM
$107K
USAIPACER AMERICAN ENERGY INDEPENDENCE ETF
$106K
MATMATTEL INC COM
$106K
ADUSADDUS HOMECARE CORP COM
$106K
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
$106K
DEODIAGEO PLC SPON ADR NEW
$106K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$106K
BALLBALL CORP COM
$106K
ONCBEONE MEDICINES LTD SPONSORED ADS
$106K
ACTENACT HLDGS INC COM
$105K
KMLMKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
$105K
AVTAVNET INC COM
$105K
VALEVALE S A SPONSORED ADS
$104K
TXNMTXNM ENERGY INC COM
$104K
HWCHANCOCK WHITNEY CORPORATION COM
$104K
NGVTINGEVITY CORP COM
$103K
PCTYPAYLOCITY HLDG CORP COM
$103K
CASYCASEYS GEN STORES INC COM
$103K
DOCHEALTHPEAK PROPERTIES INC COM
$103K
MCYMERCURY GENL CORP NEW COM
$102K
AVAHAVEANNA HEALTHCARE HLDGS INC COM
$102K
LEALEAR CORP COM NEW
$102K
ZTOZTO EXPRESS CAYMAN INC SPONSORED ADS A
$101K
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$101K
GIB/ACGI INC CL A SUB VTG
$101K
MORNMORNINGSTAR INC COM
$101K
CVECENOVUS ENERGY INC COM
$101K
BEKEKE HLDGS INC SPONSORED ADS
$101K
BF/BBROWN FORMAN CORP CL B
$101K
JXNJACKSON FINANCIAL INC COM CL A
$100K
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$100K
NTESNETEASE INC SPONSORED ADS
$100K
CARGCARGURUS INC COM CL A
$100K
WATWATERS CORP COM
$100K
CGCARLYLE GROUP INC COM
$100K
FYBRFRONTIER COMMUNICATIONS PARENT COM
$99K
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
$99K
HOLXHOLOGIC INC COM
$99K
ALVAUTOLIV INC COM
$99K
PDIPIMCO DYNAMIC INCOME FD SHS
$99K
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
$99K
UTENUS TREASURY 10 YEAR NOTE ETF
$99K
OMFONEMAIN HLDGS INC COM
$98K
CPNGCOUPANG INC CL A
$98K
LNWOLIGHT & WONDER INC COM
$98K
GDDYGODADDY INC CL A
$98K
CPCANADIAN PACIFIC KANSAS CITY COM
$98K
ZIONZIONS BANCORPORATION N A COM
$98K
HLNEHAMILTON LANE INC CL A
$98K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$98K
IM8NINSMED INC COM PAR $.01
$98K
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
$98K
QGENQIAGEN NV COM SHS
$98K
BKHBLACK HILLS CORP COM
$98K
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF
$97K
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