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
DTDYNATRACE INC COM NEW
$39K
INDBINDEPENDENT BK CORP MASS COM
$39K
VENUVENU HLDG CORP COM
$38K
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
$38K
ASOACADEMY SPORTS & OUTDOORS INC COM
$38K
CXTCRANE NXT CO COM
$38K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$38K
XYZBLOCK INC CL A
$38K
FBNCFIRST BANCORP N C COM
$38K
RRXREGAL REXNORD CORPORATION COM
$38K
GJBSTEELCASE INC CL A
$38K
FGF&G ANNUITIES & LIFE INC COMMON STOCK
$38K
XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
$38K
FEDUFOUR SEASONS ED CAYMAN INC SPON ADS
$38K
VTYVERINT SYS INC COM
$38K
AMBAAMBARELLA INC SHS
$37K
STBAS & T BANCORP INC COM
$37K
LTHLIFE TIME GROUP HOLDINGS INC COMMON STOCK
$37K
PLNTPLANET FITNESS INC CL A
$37K
SKTTANGER INC COM
$37K
GPORGULFPORT ENERGY CORP COMMON SHARES
$37K
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$37K
BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF
$37K
PTMCPACER TRENDPILOT US MID CAP ETF
$37K
PDMPIEDMONT REALTY TRUST INC COM CL A
$37K
DNOWDNOW INC COM
$37K
ROIVROIVANT SCIENCES LTD SHS
$37K
SFNCSIMMONS 1ST NATL CORP CL A $1 PAR
$37K
SIVRABRDN PHYSICAL SILVER SHARES ETF
$37K
GMEGAMESTOP CORP NEW CL A
$37K
FLCAFRANKLIN FTSE CANADA ETF
$37K
TMPTOMPKINS FINL CORP COM
$36K
SEBSEABOARD CORP DEL COM
$36K
TGTXTG THERAPEUTICS INC COM
$36K
PFSIPENNYMAC FINL SVCS INC NEW COM
$36K
ISCBISHARES MORNINGSTAR SMALL-CAP ETF
$36K
AGCOAGCO CORP COM
$36K
CMDBCOSTAMARE BULKERS HLDGS LTD COM SHS
$36K
CASHPATHWARD FINANCIAL INC COM
$36K
ADMAADMA BIOLOGICS INC COM
$36K
FTDRFRONTDOOR INC COM
$36K
GFLGFL ENVIRONMENTAL INC SUB VTG SHS
$36K
DHTDHT HOLDINGS INC SHS NEW
$36K
UHALU HAUL HOLDING COMPANY COM
$36K
THFFFIRST FINANCIAL CORPORATION COM
$36K
URBNURBAN OUTFITTERS INC COM
$36K
FNBF N B CORP COM
$36K
PGXINVESCO PREFERRED ETF
$36K
SLABSILICON LABORATORIES INC COM
$36K
PTGXPROTAGONIST THERAPEUTICS INC COM
$36K
AVALGRUPO AVAL ACCIONES Y VALORES SPONSORED ADS
$36K
IPGINTERPUBLIC GROUP COS INC COM
$36K
BFHBREAD FINANCIAL HOLDINGS INC COM
$36K
NPOENPRO INC COM
$36K
CPFCENTRAL PAC FINL CORP COM NEW
$36K
CGMMCAPITAL GROUP U.S. SMALL AND MID CAP ETF
$36K
ALKTALKAMI TECHNOLOGY INC COM
$35K
APLEAPPLE HOSPITALITY REIT INC COM NEW
$35K
MGRCMCGRATH RENTCORP COM
$35K
ARWRARROWHEAD PHARMACEUTICALS INC COM
$35K
BLEBLACKROCK MUNI INCOME TR II COM
$35K
ORNORION GROUP HLDGS INC COM
$35K
TSLXSIXTH STREET SPECIALTY LENDING COM
$35K
GBCIGLACIER BANCORP INC NEW COM
$35K
CSTMCONSTELLIUM SE CL A SHS
$35K
BSACBANCO SANTANDER CHILE NEW SP ADR REP COM
$35K
LSCCLATTICE SEMICONDUCTOR CORP COM
$35K
WMGWARNER MUSIC GROUP CORP COM CL A
$35K
BDCBELDEN INC COM
$35K
FSMDFIDELITY SMALL-MID MULTIFACTOR ETF
$35K
BAPCREDICORP LTD COM
$35K
WSBFWATERSTONE FINL INC MD COM
$35K
FDO.FMACYS INC COM
$35K
REGREGENCY CTRS CORP COM
$35K
VVVVALVOLINE INC COM
$35K
PQ3PROVIDENT FINL SVCS INC COM
$34K
SHBISHORE BANCSHARES INC COM
$34K
ITGRINTEGER HLDGS CORP COM
$34K
KLICKULICKE & SOFFA INDS INC COM
$34K
GOLFACUSHNET HLDGS CORP COM
$34K
KURAKURA ONCOLOGY INC COM
$34K
ASBASSOCIATED BANC CORP COM
$34K
VIRTVIRTU FINL INC CL A
$34K
MXLMAXLINEAR INC COM
$34K
MIRMMIRUM PHARMACEUTICALS INC COM
$34K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$34K
FDPFRESH DEL MONTE PRODUCE INC ORD
$34K
WKWORKIVA INC COM CL A
$34K
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
$34K
CWKCUSHMAN WAKEFIELD PLC SHS
$34K
BMABANCO MACRO SA SPON ADR B
$34K
GRALGRAIL INC COM
$34K
FRPTFRESHPET INC COM
$34K
3M4MASIMO CORP COM
$33K
HPHELMERICH & PAYNE INC COM
$33K
DBXDROPBOX INC CL A
$33K
DIODDIODES INC COM
$33K
AGMFEDERAL AGRIC MTG CORP CL C
$33K
KWRQUAKER HOUGHTON COM
$33K
DRVNDRIVEN BRANDS HLDGS INC COM
$33K
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