EverSource Wealth Advisors, LLC
Follow13F filer, CIK 1710537, BIRMINGHAM, AL
EverSource Wealth Advisors, LLC reported $2,214,770,369 across 4,249 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 19.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710537-25-000006
- Period
- 2025-06-30
- Reported value
- $2.21B
- Holdings
- 4,249
- Top 10 weight
- 19.96%
- New
- 422
- Sold out
- 191
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PRXVnew | +1,041,021 | $29.5M |
| PRXGnew | +853,203 | $28M |
| QQQadded | +17,815 | $9.83M |
| VBILadded | +129,357 | $9.77M |
| HOODadded | +87,471 | $8.19M |
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 |
|---|---|---|
| VIGIreduced | -117,850 | -$10.6M |
| AHRreduced | -145,242 | -$5.34M |
| AAPLreduced | -24,023 | -$4.93M |
| IWFreduced | -11,204 | -$4.76M |
| VEAreduced | -80,135 | -$4.57M |
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 4,241 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 | $1.98M | 0 |
| ORACLE CORP PUT OPTORACLE CORP PUT OPT Stock | put | 900 | $197K | new |
| OCCIDENTAL PETE CORP CLL OPTOCCIDENTAL PETE CORP CLL OPT Stock | call | 3,000 | $126K | new |
| FLAGSTAR FINANCIAL INC CLL …FLAGSTAR FINANCIAL INC CLL OPT Stock | call | 9,900 | $105K | new |
| ENERGY TRANSFER L P CLL OPTENERGY TRANSFER L P CLL OPT Stock | call | 5,500 | $99.7K | new |
| COREWEAVE INC CLL OPTCOREWEAVE INC CLL OPT Stock | call | 500 | $81.5K | new |
| COINBASE GLOBAL INC PUT OPTCOINBASE GLOBAL INC PUT OPT Stock | put | 200 | $70.1K | new |
| ALPHABET INC CLL OPTALPHABET INC CLL OPT Stock | call | 200 | $35.2K | 0 |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| KRESPDR SERIES TRUST | 48,384 | $2.75M | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 25,657 | $1.79M | shares |
| IWNISHARES TR | 6,585 | $994K | shares |
| YINNDIREXION SHARES ETF TRUST | 12,915 | $536K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 2,292 | $391K | shares |
| EDCDIREXION SHARES ETF TRUST | 11,348 | $349K | shares |
| EFAXSPDR INDEX SHS FDS | 7,093 | $305K | shares |
| JGHNUVEEN GLOBAL HIGH INCOME FD | 12,765 | $167K | shares |
| TBLLINVESCO EXCH TRADED FD TR II | 1,500 | $158K | shares |
| FBCGFIDELITY COVINGTON TRUST | 3,557 | $142K | shares |
| XMHQINVESCO EXCHANGE TRADED FD T | 1,336 | $122K | shares |
| STXFEA SERIES TRUST | 3,098 | $112K | shares |
| SMMDISHARES TR | 1,723 | $108K | shares |
| SHYGISHARES TR | 2,417 | $103K | shares |
| DGRWWISDOMTREE TR | 1,217 | $97.2K | shares |
| DIVIFRANKLIN TEMPLETON ETF TR | 2,016 | $65.7K | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 428 | $56.5K | shares |
| BARRICK GOLD CORPBARRICK GOLD CORP | 2,473 | $48.1K | shares |
| EPIWISDOMTREE TR | 956 | $41.8K | shares |
| OSISKO GOLD ROYALTIES LTDOSISKO GOLD ROYALTIES LTD | 1,940 | $41K | shares |
| VEREN INCVEREN INC | 6,156 | $40.8K | shares |
| TIDAL TRUST IITIDAL TRUST II | 5,075 | $38.9K | shares |
| HYMBSPDR SERIES TRUST | 1,505 | $37.9K | shares |
| MACKENZIE RLTY CAP INCMACKENZIE RLTY CAP INC | 21,446 | $32.2K | shares |
| NORDSTROM INCNORDSTROM INC | 1,126 | $27.5K | shares |
| EIPIFIRST TR EXCHNG TRADED FD VI | 1,188 | $24.1K | shares |
| BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC | 151 | $18.7K | shares |
| IYGISHARES TR | 232 | $18.2K | shares |
| UWMPROSHARES TR | 535 | $17.9K | shares |
| PCEFINVESCO EXCH TRADED FD TR II | 896 | $16.9K | shares |
| DESWISDOMTREE TR | 456 | $14.6K | shares |
| KBWBINVESCO EXCH TRADED FD TR II | 226 | $14.2K | shares |
| EQCEQUITY COMMONWEALTH | 7,813 | $12.6K | shares |
| OASCUNIFIED SER TR | 406 | $10K | shares |
| PAYCOR HCM INCPAYCOR HCM INC | 386 | $8.66K | shares |
| IDRVISHARES TR | 283 | $8.27K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 190 | $8.03K | shares |
| PACTIV EVERGREEN INCPACTIV EVERGREEN INC | 391 | $7.04K | shares |
| ROCKET LAB USA INCROCKET LAB USA INC | 380 | $6.79K | shares |
| PATTERSON COS INCPATTERSON COS INC | 207 | $6.47K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 131 | $6.44K | shares |
| HEZUISHARES TR | 164 | $6.39K | shares |
| SOXLDIREXION SHARES ETF TRUST | 378 | $6.03K | shares |
| SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC | 208 | $5.81K | shares |
| BWXSPDR SERIES TRUST | 259 | $5.65K | shares |
| OPENOPENDOOR TECHNOLOGIES INC | 5,205 | $5.31K | shares |
| FORWARD AIR CORPFORWARD AIR CORP | 254 | $5.1K | shares |
| SDOGALPS ETF TR | 84 | $4.88K | shares |
| FXIISHARES TR | 135 | $4.84K | shares |
| SMOTVANECK ETF TRUST | 133 | $4.36K | shares |
| AIR TRANSPORT SERVICES GRP IAIR TRANSPORT SERVICES GRP I | 187 | $4.2K | shares |
| GOOSCANADA GOOSE HLDGS INC | 526 | $4.18K | shares |
| IDLVINVESCO EXCH TRADED FD TR II | 133 | $4.03K | shares |
| BLOKAMPLIFY ETF TR | 108 | $3.98K | shares |
| LISTED FD TRLISTED FD TR | 117 | $3.98K | shares |
| KRNTKORNIT DIGITAL LTD | 203 | $3.87K | shares |
| DESPEGAR COM CORPDESPEGAR COM CORP | 202 | $3.8K | shares |
| PRTAPROTHENA CORP PLC | 304 | $3.76K | shares |
| GRNYTIDAL TRUST I | 200 | $3.63K | shares |
| WIWWESTERN AST INFL LKD OPP & I | 400 | $3.52K | shares |
| FEZSPDR INDEX SHS FDS | 61 | $3.33K | shares |
| NFENEW FORTRESS ENERGY INC | 389 | $3.23K | shares |
| HACKAMPLIFY ETF TR | 45 | $3.23K | shares |
| VOXX INTERNATIONAL CORPVOXX INTERNATIONAL CORP | 425 | $3.19K | shares |
| ACCOLADE INCACCOLADE INC | 426 | $2.97K | shares |
| IMCRIMMUNOCORE HLDGS PLC | 96 | $2.85K | shares |
| IVRINVESCO MORTGAGE CAPITAL INC | 357 | $2.82K | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 4,621 | $2.8K | shares |
| SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC | 150 | $2.61K | shares |
| GARPISHARES TR | 50 | $2.55K | shares |
| MONEYLION INCMONEYLION INC | 29 | $2.51K | shares |
| HAILSPDR SERIES TRUST | 97 | $2.5K | shares |
| YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat… | 100 | $2.03K | shares |
| BANCOLOMBIA S ABANCOLOMBIA S A | 48 | $1.93K | shares |
| WOLFSPEED INCWOLFSPEED INC | 615 | $1.88K | shares |
| LUFAX HOLDING LTDLUFAX HOLDING LTD | 604 | $1.79K | shares |
| MTLSMATERIALISE NV | 341 | $1.68K | shares |
| POWAINVESCO EXCH TRD SLF IDX FD | 20 | $1.64K | shares |
| NNENANO NUCLEAR ENERGY INC | 59 | $1.56K | shares |
| ARKGARK ETF TR | 75 | $1.56K | shares |
| DADA NEXUS LTD NPV ADRDADA NEXUS LTD NPV ADR | 841 | $1.56K | shares |
| TBRGTRUBRIDGE INC | 56 | $1.54K | shares |
| AGYSAGILYSYS INC | 20 | $1.45K | shares |
| RIGEL PHARMACEUTICALS INCRIGEL PHARMACEUTICALS INC | 79 | $1.42K | shares |
| SILASILA REALTY TRUST INC | 51 | $1.36K | shares |
| LAZRQLUMINAR TECHNOLOGIES INC. COM | 244 | $1.31K | shares |
| FIRST LONG IS CORPFIRST LONG IS CORP | 106 | $1.31K | shares |
| SAILSAILPOINT INC | 69 | $1.29K | shares |
| PLAYA HOTELS & RESORTS NVPLAYA HOTELS & RESORTS NV | 96 | $1.28K | shares |
| H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC | 13 | $1.23K | shares |
| PDSPRECISION DRILLING CORP | 26 | $1.21K | shares |
| PLPLANET LABS PBC | 338 | $1.14K | shares |
| ALLOALLOGENE THERAPEUTICS INC | 774 | $1.13K | shares |
| CHMICHERRY HILL MTG INVT CORP | 333 | $1.1K | shares |
| IRENIREN LIMITED | 180 | $1.1K | shares |
| ORGOORGANOGENESIS HLDGS INC | 252 | $1.09K | shares |
| ALTUS POWER INCALTUS POWER INC | 209 | $1.03K | shares |
| VIVOVIVOPOWER PLC | 255 | $1.02K | shares |
| ADEAADEIA INC | 75 | $992 | shares |
| UFIUNIFI INC | 200 | $962 | shares |
| ITBISHARES TR | 10 | $954 | shares |
| AZUL S AAZUL S A | 571 | $937 | shares |
| LOGILITY SUPPLY CHAIN SOLUT…LOGILITY SUPPLY CHAIN SOLUTIONS | 64 | $913 | shares |
| PNRGPRIMEENERGY RESOURCES CORP | 4 | $912 | shares |
| TILRAY INCTILRAY INC | 1,375 | $904 | shares |
| SOLARWINDS CORPSOLARWINDS CORP | 49 | $903 | shares |
| RAPT THERAPEUTICS INCRAPT THERAPEUTICS INC | 728 | $888 | shares |
| DOOBRP INC | 26 | $879 | shares |
| LANDSEA HOMES CORPLANDSEA HOMES CORP | 135 | $867 | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 730 | $861 | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 105 | $832 | shares |
| NCMINATIONAL CINEMEDIA INC | 138 | $806 | shares |
| STEM INCSTEM INC | 2,282 | $799 | shares |
| PARAGON 28 INCPARAGON 28 INC | 60 | $784 | shares |
| PENNS WOODS BANCORP INCPENNS WOODS BANCORP INC | 28 | $781 | shares |
| FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS | 22 | $744 | shares |
| HIFSHINGHAM INSTN SVGS MASS | 3 | $713 | shares |
| AMWLAMERICAN WELL CORP | 89 | $701 | shares |
| BFLYBUTTERFLY NETWORK INC | 300 | $684 | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 77 | $681 | shares |
| OWNBBITWISE FUNDS TRUST | 30 | $658 | shares |
| CONDUIT PHARMACEUTICALS INCCONDUIT PHARMACEUTICALS INC | 737 | $576 | shares |
| CELLECTAR BIOSCIENCES INCCELLECTAR BIOSCIENCES INC | 1,646 | $519 | shares |
| AXGNAXOGEN INC | 27 | $500 | shares |
| SLPSIMULATIONS PLUS INC | 20 | $490 | shares |
| GDENGOLDEN ENTMT INC | 18 | $475 | shares |
| GRDNGUARDIAN PHARMACY SVCS INC | 22 | $468 | shares |
| MCRBSERES THERAPEUTICS INC | 666 | $466 | shares |
| SUNSSUNRISE RLTY TR INC | 42 | $465 | shares |
| DDD3D SYS CORP DEL | 212 | $449 | shares |
| IRBTQIROBOT CORP | 162 | $438 | shares |
| MNKDMANNKIND CORP | 78 | $392 | shares |
| VGVENTURE GLOBAL INC | 36 | $371 | shares |
| SSYSSTRATASYS LTD | 37 | $362 | shares |
| ASTHASTRANA HEALTH INC | 11 | $341 | shares |
| ORGANIGRAM HLDGS INCORGANIGRAM HLDGS INC | 337 | $340 | shares |
| ETERNA THERAPEUTICS INCORPO…ETERNA THERAPEUTICS INCORPORATED … | 1,754 | $312 | shares |
| GRSDGRANDSTAND LTD | 24 | $303 | shares |
| AESTHER HEALTHCARE ACQSTN COAESTHER HEALTHCARE ACQSTN CO | 5,435 | $293 | shares |
| MAC COPPER LIMITED ORD SHSMAC COPPER LIMITED ORD SHS | 26 | $248 | shares |
| NCNONCINO INC | 9 | $247 | shares |
| KLRSKALARIS THERAPEUTICS INC | 30 | $241 | shares |
| ACELYRIN INCACELYRIN INC | 96 | $237 | shares |
| DNTHDIANTHUS THERAPEUTICS INC | 13 | $236 | shares |
| ProKidney CorpProKidney Corp | 267 | $234 | shares |
| CADLCANDEL THERAPEUTICS INC | 38 | $215 | shares |
| KATAPULT HOLDINGS INCKATAPULT HOLDINGS INC | 20 | $205 | shares |
| VACASA INCVACASA INC | 37 | $199 | shares |
| AMCAMC ENTMT HLDGS INC | 62 | $178 | shares |
| CATALYST BIOSCIENCES INCCATALYST BIOSCIENCES INC | 22 | $170 | shares |
| FIRST FINANCIAL NORTHWEST INFIRST FINANCIAL NORTHWEST IN | 7 | $159 | shares |
| SMIDSMITH MIDLAND CORP | 5 | $155 | shares |
| KROKRONOS WORLDWIDE INC | 20 | $150 | shares |
| AMTXAEMETIS INC | 80 | $139 | shares |
| NBISNEBIUS GROUP N.V. | 6 | $127 | shares |
| CLOVCLOVER HEALTH INVESTMENTS CO | 35 | $126 | shares |
| BCYCBICYCLE THERAPEUTICS PLC | 13 | $110 | shares |
| STRWSTRAWBERRY FIELDS REIT INC | 9 | $107 | shares |
| CGCCANOPY GROWTH CORPORATION | 113 | $103 | shares |
| ATLCATLANTICUS HOLDINGS CORP | 2 | $102 | shares |
| CONTEXTLOGIC INCCONTEXTLOGIC INC | 14 | $98 | shares |
| PIIMPINJ INC | 1 | $91 | shares |
| SKLZFIRY INC | 20 | $90 | shares |
| REGULUS THERAPEUTICS INCREGULUS THERAPEUTICS INC | 46 | $81 | shares |
| ENFUSION INCENFUSION INC | 7 | $78 | shares |
| AEROVATE THERAPEUTICS INCAEROVATE THERAPEUTICS INC | 30 | $75 | shares |
| INMBINMUNE BIO INC | 9 | $70 | shares |
| PROPPRAIRIE OPER CO | 11 | $59 | shares |
| LYELL IMMUNOPHARMA INCLYELL IMMUNOPHARMA INC | 106 | $57 | shares |
| VERRICA PHARMACEUTICALS INCVERRICA PHARMACEUTICALS INC | 126 | $56 | shares |
| 2SEVENTY BIO INC COMMON STO…2SEVENTY BIO INC COMMON STOCK | 11 | $54 | shares |
| DLODLOCAL LTD | 6 | $50 | shares |
| SYSTEM1 INCSYSTEM1 INC | 130 | $50 | shares |
| LYRA THERAPEUTICS INCLYRA THERAPEUTICS INC | 343 | $43 | shares |
| RSVRRESERVOIR MEDIA INC | 5 | $38 | shares |
| NNBRNN INC | 16 | $36 | shares |
| Vivid Seats IncVivid Seats Inc | 12 | $36 | shares |
| Applied Therapeutics IncApplied Therapeutics Inc | 68 | $33 | shares |
| ADVERUM BIOTECHNOLOGIES INCADVERUM BIOTECHNOLOGIES INC | 7 | $31 | shares |
| CDLXCARDLYTICS INC | 13 | $24 | shares |
| BLFSBIOLIFE SOLUTIONS INC | 1 | $23 | shares |
| QURATE RETAIL INCQURATE RETAIL INC | 100 | $20 | shares |
| SOLIDION TECHNOLOGY INCSOLIDION TECHNOLOGY INC | 131 | $16 | shares |
| GENERATION BIO COGENERATION BIO CO | 27 | $11 | shares |
| CRDFCARDIFF ONCOLOGY INC | 2 | $6 | shares |
| PEPGPEPGEN INC | 1 | $1 | shares |
| NADNUVEEN QUALITY MUNCP INCOME | 0 | $0 | shares |
| STRKSTRATEGY INC | 0 | $0 | shares |
| NEVRO CORPNEVRO CORP | 0 | $0 | shares |
| AMERICAN REBEL HLDGS INCAMERICAN REBEL HLDGS INC | 0 | $0 | shares |
| ADVANCED MARKETING SERVICESADVANCED MARKETING SERVICES | 1 | $0 | shares |
How Q2 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 0001710537-25-000006 | base | 2025-08-13 | acceptance time not in the bulk data set |