EverSource Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
4,272
Total value ($000)
$2,718,265
Net value change ($000)
+190,054 (7.5%)
New positions
203
Sold out positions
256
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BIL 17,636 52.9%
VBIL 16,591 105.9%
PRXG 12,160 32.8%
APO 12,044 45.0%
GOOGL 8,092 32.0%
VUG 7,866 9.1%
FENI 7,569 11468.2%
AMZN 5,759 22.0%
IAU 5,693 10.7%
VTV 5,666 9.2%
Top Reduces (Value $000, Stocks/ETFs)
SOVF -9,214 -41.0%
VIGI -6,746 -57.5%
FBTC -6,741 -17.1%
PLTR -6,580 -21.5%
DIHP -3,398 -62.7%
MSTR -3,390 -29.8%
CRSP -3,302 -52.3%
HOOD -2,992 -23.1%
AZO -2,924 -23.6%
PPA -2,735 -95.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,254 (0.2% 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