13F-HR filed by EverSource Wealth Advisors, LLC
EverSource Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 4,018 holding rows worth $1,821,322,726.
- Accession
- 0001710537-25-000003
- Filer
- CIK 1710537
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 10,570 entries on the cover page, a total value of $1,821,322,726 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,821,322,726 with VALUE read as dollars as filed, 13F file number 028-21626. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerBMSS Wesson Wealth Solutions, LLC
- included managerChristy Capital Management
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PRELUDE THERAPEUTICS INC | 74065P101 | CMN | 9 | $7 | dollars as filed | |
| CARDIFF ONCOLOGY INC | 14147L108 | COM | 2 | $6 | dollars as filed | |
| WKHS | 98138J404 | Stock | 3 | $6 | dollars as filed | |
| OVID THERAPEUTICS INC | 690469101 | COMMON STOCK | 17 | $5 | dollars as filed | |
| BOUNDLESS BIO INC | 10170A100 | COM | 3 | $5 | dollars as filed | |
| ELEVATION ONCOLOGY INC COM | 28623U101 | Stock | 19 | $5 | dollars as filed | |
| ACACIA RESEARCH CORP | 003881307 | COMMON STOCK | 1 | $3 | dollars as filed | |
| MAXEON SOLAR TECHNOLOGIES LT | Y58473128 | SHS NEW | 1 | $3 | dollars as filed | |
| PEPGEN INC COM | 713317105 | Stock | 1 | $1 | dollars as filed | |
| THERAPEUTICSMD INC | 88338N206 | COM NEW | 1 | $1 | dollars as filed | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| NATHANS FAMOUS INC NEW | 632347100 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| SOUTHERN MISSOURI BANCORP | 843380106 | COMMON STOCK | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| STRATEGY INC | 594972887 | SERIES A PERP PF | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| NEVRO CORP | 64157F103 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| AMERICAN REBEL HLDGS INC | 02919L604 | COM NEW | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| ADVANCED MARKETING SERVICES | 25456U109 | Stock | 1 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001710537-25-000003 | this filing | 2025-05-13 | acceptance time not in the bulk data set |