EverSource Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
4,322
Total value ($000)
$2,528,211
Net value change ($000)
+313,441 (14.2%)
New positions
280
Sold out positions
202
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APO 26,651 25381.9%
VUG 9,811 12.8%
AAPL 9,753 26.7%
TSLA 9,589 38.5%
PRXG 9,028 32.2%
GOOGL 7,517 42.3%
NVDA 7,512 20.4%
IAU 7,418 16.2%
PRXV 7,183 24.3%
VSLU 6,897 169.9%
Top Reduces (Value $000, Stocks/ETFs)
GPK -6,621 -99.5%
SOVF -3,197 -12.4%
BRDG -2,988 -100.0%
AGG -2,082 -87.6%
DFAS -1,885 -32.9%
MSTR -1,829 -13.8%
IUSB -1,518 -54.0%
WSO -1,386 -75.7%
LKQ -1,369 -38.1%
VGSH -1,317 -14.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,247 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type