EverSource Wealth Advisors, LLC
Follow13F filer, CIK 1710537, BIRMINGHAM, AL
EverSource Wealth Advisors, LLC reported $2,528,211,469 across 4,322 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 19.92% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710537-25-000009
- Period
- 2025-09-30
- Reported value
- $2.53B
- Holdings
- 4,322
- Top 10 weight
- 19.92%
- New
- 281
- Sold out
- 208
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| APOadded | +200,029 | $26.7M |
| VSLUadded | +152,946 | $6.53M |
| PRXGadded | +181,500 | $6.5M |
| BILadded | +66,520 | $6.1M |
| AVDEadded | +76,785 | $6.06M |
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 |
|---|---|---|
| GPKreduced | -314,163 | -$6.15M |
| SOVFreduced | -109,032 | -$3.3M |
| BRIDGE INVT GROUP HLDGS INCexited | -298,539 | -$2.99M |
| PLTRreduced | -12,883 | -$2.35M |
| DFASreduced | -33,770 | -$2.31M |
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 4,319 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 | $2.13M | 0 |
| AMAZON COM INC CLL OPTAMAZON COM INC CLL OPT Stock | call | 300 | $65.9K | new |
| ALPHABET INC CLL OPTALPHABET INC CLL OPT Stock | call | 200 | $48.6K | 0 |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BRIDGE INVT GROUP HLDGS INCBRIDGE INVT GROUP HLDGS INC | 298,539 | $2.99M | shares |
| EUSBISHARES TR | 7,363 | $321K | shares |
| DMXFISHARES TR | 4,000 | $298K | shares |
| TECLDIREXION SHARES ETF TRUST | 3,000 | $281K | shares |
| LTLPROSHARES TR | 2,750 | $274K | shares |
| SCOPROSHARES TR II | 14,999 | $271K | shares |
| HESS CORPHESS CORP | 1,874 | $260K | shares |
| FASDIREXION SHARES ETF TRUST | 1,500 | $253K | shares |
| WANTDIREXION SHARES ETF TRUST | 4,800 | $199K | shares |
| ORACLE CORP PUT OPTORACLE CORP PUT OPT | 900 | $197K | put |
| SouthState CorpSouthState Corp | 1,910 | $176K | shares |
| CUREDIREXION SHARES ETF TRUST | 2,150 | $169K | shares |
| UGEPROSHARES TR | 7,935 | $147K | shares |
| JUNIPER NETWORKS INCJUNIPER NETWORKS INC | 3,649 | $146K | shares |
| DUSLDIREXION SHARES ETF TRUST | 2,100 | $143K | shares |
| ANSYS INCANSYS INC | 380 | $133K | shares |
| OCCIDENTAL PETE CORP CLL OPTOCCIDENTAL PETE CORP CLL OPT | 3,000 | $126K | call |
| FLAGSTAR FINANCIAL INC CLL …FLAGSTAR FINANCIAL INC CLL OPT | 9,900 | $105K | call |
| LDURPIMCO ETF TR | 1,079 | $103K | shares |
| ENERGY TRANSFER L P CLL OPTENERGY TRANSFER L P CLL OPT | 5,500 | $99.7K | call |
| SPARTANNASH COSPARTANNASH CO | 3,685 | $97.6K | shares |
| Direxion Daily S&P 500 Bear…Direxion Daily S&P 500 Bear 3X Sh… | 19,998 | $93.8K | shares |
| SKXSKECHERS U S A INC | 1,360 | $85.8K | shares |
| OXFORD LANE CAP CORPOXFORD LANE CAP CORP | 20,000 | $84K | shares |
| COREWEAVE INC CLL OPTCOREWEAVE INC CLL OPT | 500 | $81.5K | call |
| ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED | 225 | $75.7K | shares |
| COINBASE GLOBAL INC PUT OPTCOINBASE GLOBAL INC PUT OPT | 200 | $70.1K | put |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 5,623 | $64.6K | shares |
| XRNPXCOHEN & STEERS REIT & PFD & | 2,750 | $62.6K | shares |
| CHAMPIONX CORPORATIONCHAMPIONX CORPORATION | 2,317 | $57.6K | shares |
| DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC | 6,037 | $54.9K | shares |
| UTSLDIREXION SHARES ETF TRUST | 1,280 | $47.4K | shares |
| AMEDISYS INCAMEDISYS INC | 475 | $46.7K | shares |
| UYMPROSHARES TR | 1,850 | $43.9K | shares |
| XMMOINVESCO EXCHANGE TRADED FD T | 333 | $42.8K | shares |
| DRNDIREXION SHARES ETF TRUST | 4,400 | $42K | shares |
| BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP | 315 | $40.4K | shares |
| PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC | 1,903 | $40.1K | shares |
| TMFDIREXION SHARES ETF TRUST | 1,000 | $39.2K | shares |
| SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG | 587 | $33.2K | shares |
| ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL | 3,130 | $33K | shares |
| SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC | 750 | $29.1K | shares |
| PAVEGLOBAL X FDS | 659 | $28.7K | shares |
| JHPIJOHN HANCOCK EXCHANGE TRADED | 1,219 | $27.5K | shares |
| GOLDEN OCEAN GROUP LTDGOLDEN OCEAN GROUP LTD | 3,735 | $27.3K | shares |
| GMS INCGMS INC | 245 | $26.6K | shares |
| AZEK CO INCAZEK CO INC | 490 | $26.6K | shares |
| SAGE THERAPEUTICS INCSAGE THERAPEUTICS INC | 2,782 | $25.4K | shares |
| James Hardie Industries PLCJames Hardie Industries PLC | 924 | $24.8K | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 995 | $24.4K | shares |
| Couchbase IncCouchbase Inc | 980 | $23.9K | shares |
| STPZPIMCO ETF TR | 338 | $18.2K | shares |
| VPGVISHAY PRECISION GROUP INC | 540 | $15.2K | shares |
| GLOBAL MED REIT INCGLOBAL MED REIT INC | 2,113 | $14.6K | shares |
| AFGRFIRST TR EXCHNG TRADED FD VI | 403 | $13.6K | shares |
| RCREADY CAPITAL CORP | 3,028 | $13.2K | shares |
| BOCBOSTON OMAHA CORP | 929 | $13K | shares |
| TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW | 494 | $12.7K | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 526 | $12.1K | shares |
| AIRJWAIRJOULE TECHNOLOGIES CORP | 18,050 | $11.7K | shares |
| VIPER ENERGY INCVIPER ENERGY INC | 301 | $11.5K | shares |
| GOLDMAN SACHS ETF TRGOLDMAN SACHS ETF TR | 301 | $11.4K | shares |
| ENTERPRISE BANCORP INC MASS…ENTERPRISE BANCORP INC MASS COM | 286 | $11.3K | shares |
| SITIO ROYALTIES CORPSITIO ROYALTIES CORP | 602 | $11.1K | shares |
| REDFIN CORPREDFIN CORP | 983 | $11K | shares |
| AVNMAMERICAN CENTY ETF TR | 149 | $9.73K | shares |
| UCONFIRST TR EXCHNG TRADED FD VI | 378 | $9.41K | shares |
| PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME | 1,026 | $9.4K | shares |
| CENTRAIS ELETRICAS BRASILEIRCENTRAIS ELETRICAS BRASILEIR | 1,098 | $9.08K | shares |
| LUCID GROUP INCLUCID GROUP INC | 4,135 | $8.72K | shares |
| PALCPACER FDS TR | 166 | $8.2K | shares |
| SUMMIT THERAPEUTICS INC COMSUMMIT THERAPEUTICS INC COM | 370 | $7.87K | shares |
| UNITI GROUP INCUNITI GROUP INC | 1,791 | $7.74K | shares |
| TFPNTIDAL TRUST II | 335 | $7.69K | shares |
| BRF SABRF SA | 2,037 | $7.43K | shares |
| SCHNITZER STEEL INDUSTRIES …SCHNITZER STEEL INDUSTRIES INC | 245 | $7.28K | shares |
| MCIBARINGS CORPORATE INVS | 328 | $7.1K | shares |
| SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC | 150 | $7.05K | shares |
| FXLFIRST TR EXCHANGE-TRADED FD | 43 | $6.77K | shares |
| GLOBAL BLUE GROUP HOLDING A…GLOBAL BLUE GROUP HOLDING AG ORD … | 872 | $6.51K | shares |
| NV5 HOLDINGS, INCNV5 HOLDINGS, INC | 282 | $6.51K | shares |
| ITEOS THERAPEUTICS INCITEOS THERAPEUTICS INC | 636 | $6.34K | shares |
| EPACENERPAC TOOL GROUP CORP | 154 | $6.25K | shares |
| WK KELLOGG COWK KELLOGG CO | 389 | $6.2K | shares |
| Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc | 1,265 | $5.71K | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 441 | $5.7K | shares |
| UFOXETF SER SOLUTIONS | 106 | $5.59K | shares |
| IEZISHARES TR | 320 | $5.43K | shares |
| VCELVERICEL CORP | 112 | $4.77K | shares |
| EVERI HLDGS INCEVERI HLDGS INC | 329 | $4.69K | shares |
| INCMFRANKLIN TEMPLETON ETF TR | 169 | $4.57K | shares |
| VIOVVANGUARD ADMIRAL FDS INC | 53 | $4.54K | shares |
| THE SHYFT GROUPTHE SHYFT GROUP | 356 | $4.46K | shares |
| CKXCKX LDS INC | 400 | $4.28K | shares |
| CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM | 862 | $3.55K | shares |
| INMDINMODE LTD | 234 | $3.38K | shares |
| GNTAGENENTA SCIENCE S P A | 982 | $2.99K | shares |
| PIEDMONT LITHIUM INCPIEDMONT LITHIUM INC | 483 | $2.81K | shares |
| E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INC | 865 | $2.79K | shares |
| CLBTCELLEBRITE DI LTD | 170 | $2.72K | shares |
| RSSBTIDAL TRUST II | 84 | $2.2K | shares |
| RUNNSTRATEGIC TRUST | 61 | $2.06K | shares |
| OLO INCOLO INC | 213 | $1.9K | shares |
| BNTCBENITEC BIOPHARMA INC | 148 | $1.73K | shares |
| HILLEVAX INCHILLEVAX INC | 836 | $1.66K | shares |
| LGLVSPDR SERIES TRUST | 9 | $1.57K | shares |
| NRIXNURIX THERAPEUTICS INC | 129 | $1.47K | shares |
| BBMCJ P MORGAN EXCHANGE TRADED F | 14 | $1.4K | shares |
| ZBAOZHIBAO TECHNOLOGY INC | 1,325 | $1.34K | shares |
| EOLSEVOLUS INC | 145 | $1.33K | shares |
| Leslie's IncLeslie's Inc | 3,166 | $1.33K | shares |
| FARO TECHNOLOGIES INCFARO TECHNOLOGIES INC | 30 | $1.32K | shares |
| UGUNITED GUARDIAN INC | 165 | $1.31K | shares |
| GRAFTECH INTL LTDGRAFTECH INTL LTD | 1,335 | $1.3K | shares |
| INOZYME PHARMA INCINOZYME PHARMA INC | 270 | $1.08K | shares |
| IMMRIMMERSION CORP | 135 | $1.06K | shares |
| ModivCare IncModivCare Inc | 330 | $1.03K | shares |
| ULSTSSGA ACTIVE ETF TR | 25 | $1.02K | shares |
| PNTGPENNANT GROUP INC | 34 | $1.01K | shares |
| TOKEN CAT LTD SPONSORED ADRTOKEN CAT LTD SPONSORED ADR | 1,146 | $894 | shares |
| CCRNCROSS CTRY HEALTHCARE INC | 67 | $874 | shares |
| NNDMNANO DIMENSION LTD | 497 | $805 | shares |
| AIVAPARTMENT INVT & MGMT CO | 88 | $761 | shares |
| INFUINFUSYSTEM HLDGS INC | 117 | $730 | shares |
| ULBIULTRALIFE CORP | 79 | $710 | shares |
| UPWHEELS UP EXPERIENCE INC | 640 | $685 | shares |
| MYNDMYND AI INC | 723 | $643 | shares |
| SKYESKYE BIOSCIENCE INC | 145 | $606 | shares |
| STAR FASHION CULTURE HLDGS …STAR FASHION CULTURE HLDGS L SHS … | 541 | $579 | shares |
| SGSWEETGREEN INC | 34 | $506 | shares |
| BDTXBLACK DIAMOND THERAPEUTICS I | 183 | $454 | shares |
| CCCCC4 THERAPEUTICS INC | 310 | $444 | shares |
| CLFDCLEARFIELD INC | 10 | $434 | shares |
| NAUTICUS ROBOTICS INCNAUTICUS ROBOTICS INC | 473 | $428 | shares |
| MDWDMEDIWOUND LTD | 22 | $426 | shares |
| PINTEC TECHNOLOGY HLDGS LTD…PINTEC TECHNOLOGY HLDGS LTD SPONS… | 462 | $416 | shares |
| IPACISHARES TR | 6 | $412 | shares |
| HARTFORD FDS EXCHANGE TRADEDHARTFORD FDS EXCHANGE TRADED | 27 | $393 | shares |
| REKRREKOR SYSTEMS INC | 317 | $368 | shares |
| JSPRJASPER THERAPEUTICS INC | 65 | $361 | shares |
| IGM BIOSCIENCES INCIGM BIOSCIENCES INC | 317 | $355 | shares |
| NGVCNATURAL GROCERS BY VITAMIN | 9 | $354 | shares |
| CAPRCAPRICOR THERAPEUTICS INC | 35 | $348 | shares |
| PLAYAGS INCPLAYAGS INC | 27 | $337 | shares |
| LRELEAD REAL ESTATE CO LTD | 172 | $310 | shares |
| SOUTHERN STS BANCSHARES INC…SOUTHERN STS BANCSHARES INC COM | 8 | $291 | shares |
| THRDTHIRD HARMONIC BIO INC | 50 | $272 | shares |
| BZUNBAOZUN INC | 108 | $270 | shares |
| CURVTORRID HLDGS INC | 91 | $268 | shares |
| LANZATECH GLOBAL INCLANZATECH GLOBAL INC | 974 | $264 | shares |
| ORIENTAL RISE HLDGS LTDORIENTAL RISE HLDGS LTD | 478 | $262 | shares |
| JGAURORA MOBILE LTD | 23 | $248 | shares |
| XNETXUNLEI LTD | 58 | $235 | shares |
| GEOSGEOSPACE TECHNOLOGIES CORP | 16 | $228 | shares |
| CRVOCERVOMED INC | 36 | $226 | shares |
| TPICQTPI COMPOSITES INC COM | 250 | $215 | shares |
| DMRCDIGIMARC CORP NEW | 16 | $211 | shares |
| AKOYA BIOSCIENCES INC COMAKOYA BIOSCIENCES INC COM | 159 | $207 | shares |
| Sequans Communications SASequans Communications SA | 140 | $206 | shares |
| FiscalNote Holdings IncFiscalNote Holdings Inc | 334 | $179 | shares |
| SOLO BRANDS INCSOLO BRANDS INC | 579 | $174 | shares |
| ARGTGLOBAL X FDS | 2 | $169 | shares |
| GRWGGROWGENERATION CORP | 178 | $166 | shares |
| ESSA BANCORP INC COMESSA BANCORP INC COM | 8 | $155 | shares |
| VERAVERA THERAPEUTICS INC | 6 | $141 | shares |
| LIVEPERSON, INC.LIVEPERSON, INC. | 127 | $128 | shares |
| GENERATION BIO COGENERATION BIO CO | 391 | $125 | shares |
| HCATHEALTH CATALYST INC | 32 | $121 | shares |
| GDYNGRID DYNAMICS HLDGS INC | 10 | $116 | shares |
| PTL LTDPTL LTD | 381 | $114 | shares |
| SPRYARS PHARMACEUTICALS INC | 6 | $105 | shares |
| NTICNORTHERN TECHNOLOGIES INTL C | 14 | $104 | shares |
| DAREDARE BIOSCIENCE INC | 42 | $100 | shares |
| GOLDEN MATRIX GROUP INCGOLDEN MATRIX GROUP INC | 54 | $92 | shares |
| STTKSHATTUCK LABS INC | 112 | $89 | shares |
| INOINOVIO PHARMACEUTICALS INC | 40 | $81 | shares |
| IMNMIMMUNOME INC | 8 | $74 | shares |
| NRGVENERGY VAULT HOLDINGS INC | 89 | $64 | shares |
| BYRNBYRNA TECHNOLOGIES INC | 2 | $62 | shares |
| CABACABALETTA BIO INC | 41 | $62 | shares |
| SSTSYSTEM1 INC | 11 | $61 | shares |
| ORION ENERGY SYSTEMS INCORION ENERGY SYSTEMS INC | 100 | $61 | shares |
| DTIDRILLING TOOLS INTL CORP | 21 | $60 | shares |
| SLNSILENCE THERAPEUTICS PLC | 10 | $58 | shares |
| MGNXMACROGENICS INC | 47 | $57 | shares |
| ICLNISHARES TR | 4 | $52 | shares |
| NVANOVA MINERALS LTD | 4 | $50 | shares |
| CDT EQUITY INCCDT EQUITY INC | 18 | $50 | shares |
| LIVEONE INCLIVEONE INC | 63 | $48 | shares |
| SVRASAVARA INC | 20 | $46 | shares |
| XFORX4 PHARMACEUTICALS INC | 23 | $44 | shares |
| VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC | 3 | $34 | shares |
| VRCAVERRICA PHARMACEUTICALS INC | 49 | $26 | shares |
| Veru IncVeru Inc | 44 | $26 | shares |
| PLRXPLIANT THERAPEUTICS INC | 21 | $24 | shares |
| 374WATER INC374WATER INC | 72 | $23 | shares |
| ELEVATION ONCOLOGY INC COMELEVATION ONCOLOGY INC COM | 56 | $21 | shares |
| DSPVIANT TECHNOLOGY INC | 1 | $13 | shares |
| LYELLYELL IMMUNOPHARMA INC | 1 | $9 | shares |
| QIPTQUIPT HOME MED CORP COM (CAN) | 5 | $9 | shares |
| OVIDOVID THERAPEUTICS INC | 24 | $8 | shares |
| DXLGDESTINATION XL GROUP INC | 7 | $8 | shares |
| RDZNROADZEN INC | 6 | $6 | shares |
| TRVITREVI THERAPEUTICS INC | 1 | $5 | shares |
| CAMPCAMP4 THERAPEUTICS CORP | 3 | $4 | shares |
| OBIOORCHESTRA BIOMED HLDGS INC | 1 | $3 | shares |
| VERDE CLEAN FUELS INC CLASS…VERDE CLEAN FUELS INC CLASS A COM | 1 | $3 | shares |
| BOLDBOUNDLESS BIO INC | 2 | $2 | shares |
How Q3 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 0001710537-25-000009 | base | 2025-11-10 | acceptance time not in the bulk data set |