The Analysis of EverSource Wealth Advisors, LLC's Holdings
Currently, EverSource Wealth Advisors, LLC holds 4319 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in APO (+200.0K shares, valued at $26.7M), VSLU (+152.9K shares, valued at $6.5M), PRXG (+181.5K shares, valued at $6.5M); decreased their positions in SOVF (-109.0K shares, valued at $3.3M), PLTR (-12.9K shares, valued at $2.4M), DFAS (-33.8K shares, valued at $2.3M); initiated new positions in PSH (+116.7K shares, valued at $5.9M), RWK (+44.9K shares, valued at $5.6M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND30.8K shares-17.57%2025-09-302025-11-10
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MICROSECTORS GOLD MINERS 3X LEVERAGED ETN MICROSECTORS GOLD MINERS 3X LEVERAGED ETN4.1K shares-70.20%2025-09-302025-11-10
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Call Option Holdings
Put Option Holdings