EverSource Wealth Advisors, LLC
Follow13F filer, CIK 1710537, BIRMINGHAM, AL
EverSource Wealth Advisors, LLC reported $1,821,322,726 across 4,018 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 21.53% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710537-25-000003
- Period
- 2025-03-31
- Reported value
- $1.82B
- Holdings
- 4,018
- Top 10 weight
- 21.53%
- New
- 490
- Sold out
- 229
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PAAAnew | +245,892 | $12.6M |
| COWZadded | +176,504 | $9.67M |
| EFAadded | +106,795 | $8.73M |
| RAAnew | +291,830 | $7.03M |
| SPYadded | +11,447 | $6.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VHTreduced | -33,912 | -$8.98M |
| VNQreduced | -89,800 | -$8.13M |
| IYWreduced | -42,232 | -$5.93M |
| COSTreduced | -4,675 | -$4.42M |
| IIIVreduced | -179,020 | -$4.42M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 4,016 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR PUT OPTSPDR S&P 500 ETF TR PUT OPT ETF | put | 3,200 | $1.79M | new |
| ALPHABET INC CLL OPTALPHABET INC CLL OPT Stock | call | 200 | $30.9K | new |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HTABHARTFORD FDS EXCHANGE TRADED | 33,860 | $656K | shares |
| FLRNSPDR SERIES TRUST | 14,519 | $446K | shares |
| FPXFIRST TR EXCHANGE-TRADED FD | 3,268 | $391K | shares |
| ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC | 1,534 | $383K | shares |
| QUSSPDR SERIES TRUST | 1,258 | $195K | shares |
| FLMIFRANKLIN TEMPLETON ETF TR | 7,857 | $192K | shares |
| SUSBISHARES TR | 6,995 | $173K | shares |
| ADVISORSHARESADVISORSHARES | 5,320 | $86.9K | shares |
| VTCVANGUARD SCOTTSDALE FDS | 1,100 | $83.3K | shares |
| PFFISHARES TR | 2,462 | $77.4K | shares |
| FDUSFIDUS INVT CORP | 3,596 | $75.6K | shares |
| QTJAINNOVATOR ETFS TRUST | 3,000 | $75.2K | shares |
| AOKISHARES TR | 1,575 | $58.7K | shares |
| INFINERA CORPINFINERA CORP | 7,500 | $49.3K | shares |
| ARKWARK ETF TR | 373 | $40.3K | shares |
| QIAGEN NVQIAGEN NV | 871 | $38.8K | shares |
| DFGPDIMENSIONAL ETF TRUST | 732 | $38.7K | shares |
| FNDASCHWAB STRATEGIC TR | 1,130 | $33.6K | shares |
| SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A) | 536 | $30K | shares |
| ALTAIR ENGINEERING INCALTAIR ENGINEERING INC | 208 | $22.7K | shares |
| LAKELAKELAND INDS INC | 863 | $22.1K | shares |
| DWSHADVISORSHARES TR | 2,925 | $20.6K | shares |
| HASHICORP INCHASHICORP INC | 587 | $20.1K | shares |
| SNPEDBX ETF TR | 343 | $18.3K | shares |
| XIFRXPLR INFRASTRUCTURE LP | 1,000 | $17.8K | shares |
| ABCLABCELLERA BIOLOGICS INC | 5,000 | $14.7K | shares |
| PREMIER FINANCIAL CORPPREMIER FINANCIAL CORP | 563 | $14.4K | shares |
| ESGVVANGUARD WORLD FD | 131 | $13.7K | shares |
| ARCH RESOURCES INCARCH RESOURCES INC | 96 | $13.6K | shares |
| ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC | 2,376 | $12.2K | shares |
| GGNGAMCO GLOBAL GOLD NAT RES & | 3,000 | $11.3K | shares |
| ANGLVANECK ETF TRUST | 377 | $10.8K | shares |
| BARNES GROUP INCBARNES GROUP INC | 217 | $10.3K | shares |
| INDEPENDENT BANK GROUP INCINDEPENDENT BANK GROUP INC | 158 | $9.59K | shares |
| SILVERCREST METALS INCSILVERCREST METALS INC | 1,040 | $9.46K | shares |
| VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE & | 2,800 | $8.76K | shares |
| MATTERPORT INCMATTERPORT INC | 1,839 | $8.72K | shares |
| AVREAMERICAN CENTY ETF TR | 167 | $7K | shares |
| XSVMINVESCO EXCHANGE TRADED FD T | 117 | $6.37K | shares |
| PXFINVESCO EXCH TRADED FD TR II | 129 | $6.18K | shares |
| OUTFRONT MEDIA INCOUTFRONT MEDIA INC | 325 | $5.76K | shares |
| EDRENDEAVOR GROUP HLDGS INC | 179 | $5.6K | shares |
| DXJWISDOMTREE TR | 49 | $5.35K | shares |
| EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES | 440 | $5K | shares |
| VPGVISHAY PRECISION GROUP INC | 201 | $4.72K | shares |
| DRIVGLOBAL X FDS | 204 | $4.68K | shares |
| REMISHARES TR | 200 | $4.27K | shares |
| DBCINVESCO DB COMMDY INDX TRCK | 176 | $3.76K | shares |
| CVGICOMMERCIAL VEH GROUP INC | 1,458 | $3.62K | shares |
| REVELYST INCREVELYST INC | 179 | $3.44K | shares |
| Vital Energy IncVital Energy Inc | 111 | $3.43K | shares |
| PIEDMONT LITHIUM INCPIEDMONT LITHIUM INC | 379 | $3.31K | shares |
| ALNYLAM PHARMACEUTICALS INCALNYLAM PHARMACEUTICALS INC | 3,000 | $3.19K | shares |
| INDIVIOR PLCINDIVIOR PLC | 252 | $3.13K | shares |
| AMPYAMPLIFY ENERGY CORP NEW | 516 | $3.1K | shares |
| MHHMASTECH HLDGS INC | 190 | $2.83K | shares |
| ZIFF DAVIS INCZIFF DAVIS INC | 3,000 | $2.8K | shares |
| MRC GLOBAL INCMRC GLOBAL INC | 219 | $2.8K | shares |
| APRWAIM ETF PRODUCTS TRUST | 80 | $2.63K | shares |
| LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL | 2,000 | $2.44K | shares |
| LITHIUM ARGENTINA AGLITHIUM ARGENTINA AG | 3,000 | $2.27K | shares |
| LFVNLIFEVANTAGE CORP | 118 | $2.06K | shares |
| SILJAMPLIFY ETF TR | 200 | $1.99K | shares |
| VSGXVANGUARD WORLD FD | 34 | $1.93K | shares |
| HEARTLAND FINL USA INCHEARTLAND FINL USA INC | 31 | $1.9K | shares |
| DTDWISDOMTREE TR | 25 | $1.9K | shares |
| AVIGAMERICAN CENTY ETF TR | 46 | $1.87K | shares |
| AFCGADVANCED FLOWER CAP INC | 222 | $1.85K | shares |
| JOUTJOHNSON OUTDOORS INC | 51 | $1.68K | shares |
| ARKQARK ETF TR | 20 | $1.54K | shares |
| RETAIL OPPORTUNITY INVESTME…RETAIL OPPORTUNITY INVESTMENTS | 89 | $1.54K | shares |
| ALMSALUMIS INC | 182 | $1.43K | shares |
| INARI MED INCINARI MED INC | 27 | $1.38K | shares |
| SDRLSEADRILL LTD | 35 | $1.36K | shares |
| DFINDONNELLEY FINL SOLUTIONS INC | 21 | $1.32K | shares |
| UCONFIRST TR EXCHNG TRADED FD VI | 50 | $1.23K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 12 | $1.23K | shares |
| LMATLEMAITRE VASCULAR INC | 13 | $1.2K | shares |
| GLYCOMIMETICS INCGLYCOMIMETICS INC | 4,755 | $1.18K | shares |
| SARKINVESTMENT MANAGERS SER TR I | 28 | $1.18K | shares |
| AORTARTIVION INC | 41 | $1.17K | shares |
| Nexxen International LTDNexxen International LTD | 117 | $1.17K | shares |
| FLNGFLEX LNG LTD | 45 | $1.03K | shares |
| PGREPARAMOUNT GROUP INC | 198 | $978 | shares |
| PWPPERELLA WEINBERG PARTNERS | 41 | $977 | shares |
| PEXLPACER FDS TR | 20 | $962 | shares |
| SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A | 19 | $961 | shares |
| FEMFIRST TR EXCH TRD ALPHDX FD | 43 | $947 | shares |
| SRGSERITAGE GROWTH PPTYS | 226 | $931 | shares |
| FCORFIDELITY MERRIMACK STR TR | 20 | $928 | shares |
| FXNFIRST TR EXCHANGE-TRADED FD | 56 | $915 | shares |
| BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME FUN | 72 | $873 | shares |
| BANRBANNER CORP | 12 | $801 | shares |
| CTSCTS CORP | 15 | $791 | shares |
| LTRXLANTRONIX INC | 190 | $783 | shares |
| PDFSPDF SOLUTIONS INC | 28 | $758 | shares |
| NXENEXGEN ENERGY LTD | 112 | $739 | shares |
| SUPNSUPERNUS PHARMACEUTICALS | 20 | $723 | shares |
| PDSBPDS BIOTECHNOLOGY CORP | 431 | $703 | shares |
| NRIXNURIX THERAPEUTICS INC | 33 | $622 | shares |
| PRMPERIMETER SOLUTIONS INC | 48 | $613 | shares |
| LITHIUM AMERICAS ARGENTINA CLITHIUM AMERICAS ARGENTINA C | 234 | $613 | shares |
| NVAXNOVAVAX INC | 73 | $587 | shares |
| ALLAKOS INCALLAKOS INC | 477 | $577 | shares |
| FNKOFUNKO INC | 43 | $576 | shares |
| ECPGENCORE CAP GROUP INC | 12 | $573 | shares |
| IMXIINTERNATIONAL MONEY EXPRESS | 27 | $562 | shares |
| CROSSFIRST BANKSHARES INCCROSSFIRST BANKSHARES INC | 37 | $561 | shares |
| SERES THERAPEUTICS INCSERES THERAPEUTICS INC | 666 | $553 | shares |
| NBNNORTHEAST BK PORTLAND ME | 6 | $550 | shares |
| BLACKSKY TECHNOLOGY INCBLACKSKY TECHNOLOGY INC | 5,000 | $547 | shares |
| CECOCECO ENVIRONMENTAL CORP | 18 | $544 | shares |
| BALLYS CORPORATIONBALLYS CORPORATION | 30 | $537 | shares |
| HLIOHELIOS TECHNOLOGIES INC | 12 | $536 | shares |
| AESIATLAS ENERGY SOLUTIONS INC | 24 | $532 | shares |
| MBUUMALIBU BOATS INC | 14 | $526 | shares |
| ACELACCEL ENTERTAINMENT INC | 49 | $523 | shares |
| BHMBLUEROCK HOMES TRUST INC | 38 | $504 | shares |
| EWTXEDGEWISE THERAPEUTICS INC | 18 | $480 | shares |
| PYXIS TANKERS INCPYXIS TANKERS INC | 2,400 | $480 | shares |
| TCBXTHIRD COAST BANCSHARES INC | 14 | $475 | shares |
| ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEW | 35 | $466 | shares |
| UNIVERSAL STAINLESS & ALLOYUNIVERSAL STAINLESS & ALLOY | 10 | $440 | shares |
| ORRFORRSTOWN FINL SVCS INC | 12 | $439 | shares |
| OSWONESPAWORLD HOLDINGS LIMITED | 22 | $438 | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 11 | $435 | shares |
| ANVSANNOVIS BIO INC | 83 | $417 | shares |
| FLLFULL HSE RESORTS INC | 102 | $416 | shares |
| AVSFAMERICAN CENTY ETF TR | 9 | $415 | shares |
| LYTSLSI INDS INC OHIO | 21 | $408 | shares |
| RBLDFIRST TR EXCHANGE-TRADED FD | 6 | $398 | shares |
| FIBROGEN INCFIBROGEN INC | 734 | $389 | shares |
| BCABBIOATLA INC | 646 | $382 | shares |
| SRLNSSGA ACTIVE ETF TR | 9 | $376 | shares |
| BBWBUILD-A-BEAR WORKSHOP INC | 8 | $368 | shares |
| DFAUDIMENSIONAL ETF TRUST | 9 | $367 | shares |
| CRVSCORVUS PHARMACEUTICALS INC | 60 | $321 | shares |
| BVBRIGHTVIEW HLDGS INC | 20 | $320 | shares |
| BCLIBRAINSTORM CELL THERAPEUTICS I | 141 | $320 | shares |
| TPCTUTOR PERINI CORP | 13 | $315 | shares |
| ALLOVIR INCALLOVIR INC | 695 | $292 | shares |
| PLGOPELAGOS INS CAP LTD | 16 | $290 | shares |
| EIRLISHARES TR | 5 | $290 | shares |
| 23ANDME HOLDING CO23ANDME HOLDING CO | 89 | $289 | shares |
| MNTSWMOMENTUS INC | 3,390 | $269 | shares |
| ARKOARKO CORP | 38 | $250 | shares |
| GDYNGRID DYNAMICS HLDGS INC | 11 | $245 | shares |
| OPITQOFFICE PPTYS INCOME TR COM SHS | 244 | $244 | shares |
| TRDAENTRADA THERAPEUTICS INC | 14 | $242 | shares |
| DAKTDAKTRONICS INC | 14 | $236 | shares |
| CBLCBL & ASSOC PPTYS INC | 8 | $235 | shares |
| MURPHY CANYON ACQUISITION COMURPHY CANYON ACQUISITION CO | 3,405 | $234 | shares |
| ASAIYSENDAS DISTRIBUIDORA S A | 52 | $232 | shares |
| XPERXPERI INC | 22 | $226 | shares |
| BLUEBIRD BIO INC COM NEWBLUEBIRD BIO INC COM NEW | 27 | $225 | shares |
| AVID BIOSERVICES INCAVID BIOSERVICES INC | 18 | $222 | shares |
| OABIOMNIAB INC | 60 | $212 | shares |
| Surmodics IncSurmodics Inc | 5 | $198 | shares |
| MECMAYVILLE ENGR CO INC | 12 | $189 | shares |
| CLWCLEARWATER PAPER CORP | 6 | $179 | shares |
| DSGRDISTRIBUTION SOLUTIONS GRP I | 5 | $172 | shares |
| GATOS SILVER INCGATOS SILVER INC | 12 | $168 | shares |
| LINDLINDBLAD EXPEDITIONS HLDGS I | 14 | $166 | shares |
| NVECNVE CORP | 2 | $163 | shares |
| NRIMNORTHRIM BANCORP INC | 2 | $156 | shares |
| NPKINPK INTERNATIONAL INC | 20 | $153 | shares |
| FSBCFIVE STAR BANCORP | 5 | $150 | shares |
| BBUBROOKFIELD BUSINESS PARTNERS L | 6 | $141 | shares |
| LAWCS DISCO INC | 28 | $140 | shares |
| DSPVIANT TECHNOLOGY INC | 7 | $133 | shares |
| CDRECADRE HLDGS INC | 4 | $129 | shares |
| ARQARQ INC | 17 | $129 | shares |
| TILEINTERFACE INC | 5 | $122 | shares |
| LEGATO MERGER CORP IILEGATO MERGER CORP II | 34 | $111 | shares |
| APLDAPPLIED DIGITAL CORP | 14 | $107 | shares |
| PPTAPERPETUA RESOURCES CORP | 10 | $107 | shares |
| DENNDENNY'S CORP | 17 | $103 | shares |
| ZUORA INCZUORA INC | 10 | $99 | shares |
| LASRNLIGHT INC | 9 | $94 | shares |
| ACHVACHIEVE LIFE SCIENCE INC | 26 | $92 | shares |
| ALTALTIMMUNE INC | 12 | $87 | shares |
| TBHCTHE BRAND HOUSE COLLECTIVE I | 50 | $81 | shares |
| CUTERA INCCUTERA INC | 222 | $78 | shares |
| BWZSPDR SERIES TRUST | 3 | $76 | shares |
| AOSLALPHA & OMEGA SEMICONDUCTOR | 2 | $74 | shares |
| QTRXQUANTERIX CORP | 7 | $74 | shares |
| ONTFON24 INC | 11 | $71 | shares |
| HROWHARROW INC | 2 | $67 | shares |
| NTICNORTHERN TECHNOLOGIES INTL C | 5 | $67 | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 3 | $67 | shares |
| PAYPAYMENTUS HOLDINGS INC | 2 | $65 | shares |
| DRHDIAMONDROCK HOSPITALITY CO | 7 | $63 | shares |
| SHBISHORE BANCSHARES INC | 4 | $63 | shares |
| GSBCGREAT SOUTHN BANCORP INC | 1 | $60 | shares |
| PRPLPURPLE INNOVATION INC | 77 | $60 | shares |
| ASPIASP ISOTOPES INC | 12 | $54 | shares |
| XPOFXPONENTIAL FITNESS INC | 4 | $54 | shares |
| FLXSFLEXSTEEL INDS INC | 1 | $54 | shares |
| SPRYARS PHARMACEUTICALS INC | 5 | $53 | shares |
| NKLAQNIKOLA CORP | 42 | $50 | shares |
| LOCOEL POLLO LOCO HLDGS INC | 4 | $46 | shares |
| EMHYISHARES INC | 1 | $38 | shares |
| MDWDMEDIWOUND LTD | 2 | $36 | shares |
| TBCHTURTLE BEACH CORP | 2 | $35 | shares |
| STOKSTOKE THERAPEUTICS INC | 3 | $33 | shares |
| X4 Pharmaceuticals, Inc.X4 Pharmaceuticals, Inc. | 41 | $30 | shares |
| TERNTERNS PHARMACEUTICALS INC | 5 | $28 | shares |
| BOCBOSTON OMAHA CORP | 2 | $28 | shares |
| GOEVQCANOO INC COM PAR $0.0001 | 19 | $27 | shares |
| CCNECNB FINL CORP PA | 1 | $25 | shares |
| GWRSGLOBAL WTR RES INC | 2 | $23 | shares |
| ISTRINVESTAR HOLDING CORP | 1 | $22 | shares |
| AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF | 10 | $22 | shares |
| GRITSTONE BIO INCGRITSTONE BIO INC | 1,724 | $22 | shares |
| PACKRANPAK HOLDINGS CORP | 3 | $21 | shares |
| REVANCE THERAPEUTICS INCREVANCE THERAPEUTICS INC | 7 | $21 | shares |
| OCEANPAL INCOCEANPAL INC | 16 | $19 | shares |
| NEWTNEWTEKONE INC | 1 | $13 | shares |
| DIANA SHIPPING INCDIANA SHIPPING INC | 116 | $13 | shares |
| BPTHBIO-PATH HLDGS INC COM PAR $0. | 10 | $12 | shares |
| FLWS1 800 FLOWERS COM INC | 1 | $8 | shares |
| MULLEN AUTOMOTIVE INC (US) …MULLEN AUTOMOTIVE INC (US) Old | 2 | $2 | shares |
| WORKHORSE GROUP INCWORKHORSE GROUP INC | 1 | $1 | shares |
| FDLFIRST TR EXCHANGE-TRADED FD | 0 | $0 | shares |
| AIRRFIRST TR EXCHANGE TRADED FD | 0 | $0 | shares |
| EMLPFIRST TR EXCHANGE-TRADED FD | 0 | $0 | shares |
| FTSLFIRST TR EXCHANGE-TRADED FD | 0 | $0 | shares |
| SDVYFIRST TR EXCHANGE TRADED FD | 0 | $0 | shares |
| FNYFIRST TR EXCHANGE-TRADED ALP | 0 | $0 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001710537-25-000003 | base | 2025-05-13 | acceptance time not in the bulk data set |