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
CPKCHESAPEAKE UTILS CORP COM
$33K
AMTMAMENTUM HOLDINGS INC COM
$33K
WHWYNDHAM HOTELS & RESORTS INC COM
$33K
FLBSTANDARD BIOTOOLS INC COM
$33K
DECWALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF
$33K
GPKGRAPHIC PACKAGING HLDG CO COM
$33K
CVCOCAVCO INDS INC DEL COM
$33K
ITRIITRON INC COM
$33K
UDRUDR INC COM
$32K
PTINPACER TRENDPILOT INTERNATIONAL ETF
$32K
LBRDKLIBERTY BROADBAND CORP COM SER C
$32K
WYNNWYNN RESORTS LTD COM
$32K
6RJ0ROCKET LAB CORP COM
$32K
FRMEFIRST MERCHANTS CORP COM
$32K
NTSTNETSTREIT CORP COM
$32K
BOHBANK HAWAII CORP COM
$32K
ABVXABIVAX SA SPONSORED ADS
$32K
FLKRFRANKLIN FTSE SOUTH KOREA ETF
$32K
ARDXARDELYX INC COM
$32K
GSHDGOOSEHEAD INS INC COM CL A
$32K
ICVTISHARES CONVERTIBLE BOND ETF
$32K
G7AGRUPO AEROPORTUARIO DEL CENTRO SPON ADR
$32K
VIPSVIPSHOP HLDGS LTD SPONSORED ADS A
$32K
ABEVAMBEV SA SPONSORED ADR
$32K
IMAIMAX CORP COM
$32K
RNSTRENASANT CORP COM
$32K
MYGNMYRIAD GENETICS INC COM
$32K
ADNTADIENT PLC ORD SHS
$32K
DLXDELUXE CORP COM
$31K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$31K
IPARINTERPARFUMS INC COM
$31K
PFBCPREFERRED BK LOS ANGELES CA COM NEW
$31K
INVAINNOVIVA INC COM
$31K
EDRENDEAVOUR SILVER CORP COM
$31K
NUGTDIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES
$31K
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF
$31K
TRINTRINITY CAP INC COM
$31K
PVHPVH CORPORATION COM
$31K
KALUKAISER ALUMINUM CORP COM PAR $0.01
$31K
GIIIG III APPAREL GROUP LTD COM
$31K
HHYATT HOTELS CORP COM CL A
$31K
MPLXMPLX LP COM UNIT REP LTD
$31K
NHINATIONAL HEALTH INVS INC COM
$31K
A3IAMERISAFE INC COM
$30K
SOHUSOHU COM LTD SPONSORED ADS
$30K
MSBIMIDLAND STATES BANCORP INC COM
$30K
WTHWORTHINGTON ENTERPRISES INC COM
$30K
BENFRANKLIN RESOURCES INC COM
$30K
BYBYLINE BANCORP INC COM
$30K
GSLGLOBAL SHIP LEASE INC NEW COM CL A
$30K
ZEUSOLYMPIC STEEL INC COM
$30K
FULTFULTON FINL CORP PA COM
$30K
DHILDIAMOND HILL INVT GROUP INC COM NEW
$30K
EBFENNIS INC COM
$30K
KREFKKR REAL ESTATE FIN TR INC COM
$30K
RBRKRUBRIK INC. CL A
$30K
BMIBADGER METER INC COM
$30K
FSSFEDERAL SIGNAL CORP COM
$30K
GPCRSTRUCTURE THERAPEUTICS INC SPONSORED ADS
$30K
LINELINEAGE INC COM
$30K
CGUICAPITAL GROUP ULTRA SHORT INCOME ETF
$30K
TACTRANSALTA CORP COM
$30K
XPXP INC CL A
$30K
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
$30K
SOBOSOUTH BOW CORP COM
$30K
RPVINVESCO S&P 500 PURE VALUE ETF
$30K
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$30K
GGBGERDAU SA SPON ADR REP PFD
$30K
DAYDAYFORCE INC COM
$30K
MATVMATIV HOLDINGS INC COM
$30K
HODLVANECK BITCOIN ETF
$30K
ANABANAPTYSBIO INC COM
$30K
VRTSVIRTUS INVT PARTNERS INC COM
$29K
SPNTSIRIUSPOINT LTD COM
$29K
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
$29K
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
$29K
FCPTFOUR CORNERS PPTY TR INC COM
$29K
LXPUSDLXP INDUSTRIAL TRUST COM
$29K
ERIEERIE INDTY CO CL A
$29K
NLOPNET LEASE OFFICE PROPERTIES COM
$29K
JGROJPMORGAN ACTIVE GROWTH ETF
$29K
SITMSITIME CORP COM
$29K
SNDRSCHNEIDER NATIONAL INC CL B
$29K
TENTSAKOS ENERGY NAVIGATION LTD SHS
$29K
SSDSIMPSON MFG INC COM
$29K
OWLBLUE OWL CAPITAL INC COM CL A
$29K
LUMNLUMEN TECHNOLOGIES INC COM
$29K
NABLN-ABLE INC COMMON STOCK
$29K
GTLSCHART INDS INC COM
$29K
BLDTOPBUILD CORP COM
$29K
SRCE1ST SOURCE CORP COM
$29K
SHOOMADDEN STEVEN LTD COM
$29K
AMPYAMPLIFY ENERGY CORP NEW COM
$29K
UWMCUWM HOLDINGS CORPORATION COM CL A
$29K
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL
$29K
PCCPC CONNECTION INC COM
$29K
WHRWHIRLPOOL CORP COM
$29K
TRSTTRUSTCO BK CORP N Y COM NEW
$29K
SBG1SEACOAST BKG CORP FLA COM NEW
$29K
DYT1DYNEX CAP INC COM
$29K
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