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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
4,009
+259 vs. Q4 2024
Portfolio value
$1.82B
+$40.5M (+2.3%) vs. Q4 2024
Filed
May 13, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Marketing Services25456U109Stock1$00.0%00.0%Unchanged–
PEPGPepGen Inc.COM1$1<0.1%+1NewHistory
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%UnchangedHistory
ACTGAcacia Research CorpACACIA TCH COM1$3<0.1%+1NewHistory
MAXNQMaxeon Solar Technologies, Ltd.Stock1$3<0.1%00.0%UnchangedHistory
BOLDBoundless Bio, Inc.COM3$5<0.1%+3NewHistory
OVIDOvid Therapeutics Inc.COM17$5<0.1%−4−19.0%ReducedHistory
ELEVElevation Acquisition Group Inc.COM19$5<0.1%+19NewHistory
CRDFCardiff Oncology, Inc.COM2$6<0.1%+2NewHistory
WKHSWorkhorse Group Inc.COM NEW3$6<0.1%+3NewHistory
CALYCallaway Golf CoCOM1$7<0.1%−287−99.7%ReducedHistory
PRLDPrelude Therapeutics IncCOM9$7<0.1%+9NewHistory
XFORX4 Pharmaceuticals, IncCOM NEW30$7<0.1%+30NewHistory
ZYXIZynex IncCOM3$7<0.1%−29−90.6%ReducedHistory
DLHCDLH Holdings Corp.COM2$8<0.1%+2NewHistory
TUSKMammoth Energy Services, Inc.COM4$8<0.1%+4NewHistory
QRHCQuest Resource Holding CorpCOM NEW3$8<0.1%+3NewHistory
STTKShattuck Labs, Inc.COM8$8<0.1%+8NewHistory
SKYESkye Bioscience, Inc.COM NEW5$8<0.1%+5NewHistory
ANROAlto Neuroscience, Inc.COM SHS4$9<0.1%+4NewHistory
MFINMedallion Financial CorpCOM1$9<0.1%+1NewHistory
TET1 Energy Inc.COM NEW8$10<0.1%+8NewHistory
CLYMClimb Bio, Inc.COM9$11<0.1%+9NewHistory
GBIOGeneration Bio Co.COM27$11<0.1%−48−64.0%ReducedHistory
HLVXHilleVax, Inc.COM8$12<0.1%+8NewHistory
FDMT4D Molecular Therapeutics, Inc.COM4$13<0.1%+4NewHistory
VERUVeru Inc.COM26$13<0.1%−20−43.5%ReducedHistory
CHGGChegg, IncCOM23$15<0.1%−94−80.3%ReducedHistory
LCNBLCNB CorpCOM1$15<0.1%+1NewHistory
RDZNRoadzen Inc.ORD SHS15$15<0.1%+15NewHistory
LNAILunai Bioworks Inc.COM27$15<0.1%+27NewHistory
VHIValhi IncCOM1$16<0.1%+1NewHistory
ZBIOZenas BioPharma, Inc.COM2$16<0.1%+2NewHistory
CLLSCellectis S.A.SPON ADS13$16<0.1%00.0%UnchangedHistory
SHYFShyft Group, Inc.COM2$16<0.1%−6−75.0%ReducedHistory
STISolidion Technology Inc.COM131$16<0.1%−6−4.4%ReducedHistory
OSUROrasure Technologies IncCOM5$17<0.1%−46−90.2%ReducedHistory
PBYIPuma Biotechnology, Inc.COM6$18<0.1%+6NewHistory
PLAYDave & Buster's Entertainment, Inc.COM1$18<0.1%−24−96.0%ReducedHistory
MLPMaui Land & Pineapple Co IncCOM1$18<0.1%−3−75.0%ReducedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM1$19<0.1%+1NewHistory
VELVelocity Financial, Inc.COM1$19<0.1%00.0%UnchangedHistory
ESSAESSA Bancorp, Inc.COM1$19<0.1%+1NewHistory
QIPTQuipt Home Medical Corp.COM8$19<0.1%+8NewHistory
IPSCCentury Therapeutics, Inc.COM41$20<0.1%+41NewHistory
QVCGAOld QVC Group, Inc.COM SER A100$20<0.1%00.0%UnchangedHistory
OBIOOrchestra BioMed Holdings, Inc.COM5$21<0.1%+5NewHistory
CORZCore Scientific, Inc.COM3$22<0.1%−137−97.9%ReducedHistory
SBSafe Bulkers, Inc.COM6$22<0.1%+6NewHistory
BLFSBiolife Solutions IncCOM NEW1$23<0.1%−25−96.2%ReducedHistory
AISPAirship AI Holdings, Inc.COM6$23<0.1%+6NewHistory
BLNKBlink Charging Co.COM25$23<0.1%−361−93.5%ReducedHistory
FMAOFarmers & Merchants Bancorp IncCOM1$24<0.1%−2−66.7%ReducedHistory
GALTGalectin Therapeutics IncCOM NEW20$24<0.1%−26−56.5%ReducedHistory
CDLXCardlytics, Inc.COM13$24<0.1%+13NewHistory
CRMDCorMedix Inc.COM4$25<0.1%00.0%UnchangedHistory
EMLEastern CoCOM1$25<0.1%−3−75.0%ReducedHistory
CEVACeva IncCOM1$26<0.1%−8−88.9%ReducedHistory
iShares Tr46432F859CORE 1 5 YR USD1$27<0.1%−6,472−100.0%Reduced–
CPFCentral Pacific Financial CorpCOM NEW1$27<0.1%−23−95.8%ReducedHistory
PGCPeapack Gladstone Financial CorpCOM1$28<0.1%−5−83.3%ReducedHistory
PAYSPaysign, Inc.COM13$28<0.1%−2−13.3%ReducedHistory
ALTGAlta Equipment Group Inc.COMMON STOCK6$28<0.1%−69−92.0%ReducedHistory
GLSIGreenwich LifeSciences, Inc.COM3$29<0.1%+3NewHistory
TCRXTScan Therapeutics, Inc.COM21$29<0.1%+21NewHistory
HTZWWHertz Global Holdings, IncCommon Stock13$29<0.1%00.0%UnchangedHistory
WEYSWeyco Group IncCOM1$30<0.1%+1NewHistory
LELands' End, Inc.COM3$31<0.1%−11−78.6%ReducedHistory
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$31<0.1%00.0%UnchangedHistory
ADVMAdverum Biotechnologies, Inc.COM NEW7$31<0.1%+7NewHistory
GRWGGrowGeneration Corp.COM30$32<0.1%+30NewHistory
APLTApplied Therapeutics, Inc.COM68$33<0.1%+68NewHistory
TRUETrueCar, Inc.COM21$33<0.1%−17−44.7%ReducedHistory
EVIEvi Industries, Inc.COM2$34<0.1%+1+100.0%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM9$34<0.1%+9NewHistory
SDSandridge Energy IncCOM NEW3$34<0.1%+3NewHistory
HOWLWerewolf Therapeutics, Inc.COM35$34<0.1%+2+6.1%AddedHistory
PVBCProvident Bancorp, Inc.COM NEW3$34<0.1%+3NewHistory
Pgim ETF Tr69344A206ACTV HY BD ETF1$35<0.1%−215−99.5%Reduced–
SWK Holdings Corp78501P203COM NEW2$35<0.1%+2New–
INNVInnovAge Holding Corp.COM12$36<0.1%+12NewHistory
NNBRNN IncCOM16$36<0.1%+15+1,500.0%AddedHistory
STRSStratus Properties IncCOM NEW2$36<0.1%+2NewHistory
TNGXTango Therapeutics, Inc.COM26$36<0.1%+26NewHistory
SEATVivid Seats Inc.COM CL A12$36<0.1%−40−76.9%ReducedHistory
ATEXAnterix Inc.COM1$37<0.1%+1NewHistory
JYNTJOINT CorpCOM3$37<0.1%+3NewHistory
LVOLiveOne, Inc.COMMON STOCK53$37<0.1%+53NewHistory
COOKTraeger, Inc.COMMON STOCK22$37<0.1%+1+4.8%AddedHistory
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS11$37<0.1%+5+83.3%Added–
RSVRReservoir Media, Inc.COM5$38<0.1%+5NewHistory
ULBIUltralife CorpCOM7$38<0.1%+2+40.0%AddedHistory
WALDWaldencast plcCOMMON STOCK13$39<0.1%+13NewHistory
CMPXCompass Therapeutics, Inc.COM21$40<0.1%+21NewHistory
WVEWave Life Sciences, Inc.SHS5$40<0.1%+5NewHistory
GNTYGuaranty Bancshares IncCOM1$40<0.1%+1NewHistory
AKAA.K.A. Brands Holding Corp.COM3$40<0.1%+3NewHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES2$41<0.1%+2NewHistory
UNTYUnity Bancorp IncCOM1$41<0.1%−7−87.5%ReducedHistory
SCWO374Water Inc.Common Stock121$41<0.1%+121NewHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q1 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$1.79M–
Alphabet Inc Cap STK6951179OIStock–$30.9K

Sold out since Q4 2024 (225)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 225 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD33,860$655.5K<0.1%–
SPDR Series Trust78468R200ST STR RATE ETF14,519$446.2K<0.1%–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF3,268$390.6K<0.1%–
AZPNAspen Technology, Inc.COM1,534$382.9K<0.1%History
SPDR Series Trust78468R812ST STR MSCI USAQ1,258$194.8K<0.1%–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN7,857$192.0K<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR6,995$172.8K<0.1%–
Advisorshares Ranger Equity Bear ETF00768Y883CEF5,320$86.9K<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,100$83.3K<0.1%–
iShares Tr464288687PFD AND INCM SEC2,462$77.4K<0.1%–
FDUSFidus Investment CorpCOM3,596$75.6K<0.1%History
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS3,000$75.2K<0.1%–
iShares Tr464289883CORE 30 70 ETF1,575$58.7K<0.1%–
INFNInfinera CorpCOM7,500$49.3K<0.1%History
ARK Next Generation Technology ETF00214Q401ETF373$40.3K<0.1%–
QGENQiagen N.V.Stock871$38.8K<0.1%History
Dimensional ETF Trust25434V583GLOB CO PLUS ETF732$38.7K<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF1,130$33.6K<0.1%–
SMARSmartsheet IncCOM CL A536$30.0K<0.1%History
ALTRAltair Engineering Inc.COM CL A208$22.7K<0.1%History
LAKELakeland Industries IncCOM863$22.1K<0.1%History
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$20.6K<0.1%–
HCPHashiCorp, Inc.COM CL A587$20.1K<0.1%History
DBX ETF Tr233051143XTRACKRS S&P 500343$18.3K<0.1%–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,000$17.8K<0.1%History
ABCLAbCellera Biologics Inc.COM5,000$14.7K<0.1%History
PFCPremier Financial CorpCOM563$14.4K<0.1%History
Vanguard World FD921910733ESG US STK ETF131$13.7K<0.1%–
ARCHArch Resources, Inc.CL A96$13.6K<0.1%History
ALTMArcadium Lithium plcStock2,376$12.2K<0.1%History
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT3,000$11.3K<0.1%History
VanEck ETF Trust92189F437FALLEN ANGEL HG377$10.8K<0.1%–
Barnes Group Inc067806109COM217$10.3K<0.1%–
IBTXIndependent Bank Group, Inc.COM158$9.59K<0.1%History
Silvercrest Metals Inc828363101COM1,040$9.46K<0.1%–
MTTRMatterport, Inc.COM CL A1,839$8.72K<0.1%History
American Centy ETF Tr025072356REAL ESTATE ETF167$7.00K<0.1%–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT117$6.37K<0.1%–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6.18K<0.1%–
OUTOUTFRONT Media Inc.COM325$5.76K<0.1%History
EDREndeavor Group Holdings, Inc.CL A COM179$5.60K<0.1%History
WisdomTree Tr97717W851JAPN HEDGE EQT49$5.35K<0.1%–
DEAEasterly Government Properties, Inc.COM440$5.00K<0.1%History
VPGVishay Precision Group, Inc.COM201$4.72K<0.1%History
Global X FDS37954Y624AUTONMOUS EV ETF204$4.68K<0.1%–
iShares Tr46435G342MORTGE REL ETF200$4.27K<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT176$3.76K<0.1%History
CVGICommercial Vehicle Group, Inc.COM1,458$3.62K<0.1%History
GEARRevelyst, Inc.COM SHS179$3.44K<0.1%History
VTLEVital Energy, Inc.COM111$3.43K<0.1%History
PLLPiedmont Lithium Inc.Stock379$3.31K<0.1%History
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3.19K<0.1%–
INDVIndivior Pharmaceuticals, Inc.ORD252$3.13K<0.1%History
AMPYAmplify Energy Corp.COM516$3.10K<0.1%History
MHHMastech Digital, Inc.COM190$2.83K<0.1%History
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2.80K<0.1%–
MRCMRC Global Inc.COM219$2.80K<0.1%History
Aim ETF Products Trust00888H208ALLIANZIM US EQT80$2.63K<0.1%–
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2.44K<0.1%–
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2.27K<0.1%–
LFVNLifevantage CorpCOM NEW118$2.06K<0.1%History
Amplify ETF Tr032108649AMPLIFY JUNIOR S200$1.99K<0.1%–
Vanguard World FD921910725ESG INTL STK ETF34$1.93K<0.1%–
HTLFHeartland Financial USA IncCOM31$1.90K<0.1%History
WisdomTree Tr97717W109US TOTAL DIVIDND25$1.90K<0.1%–
CNNECannae Holdings, Inc.COM95$1.89K<0.1%History
American Centy ETF Tr025072562AVANTIS CORE FI46$1.87K<0.1%–
AFCGAdvanced Flower Capital Inc.COM222$1.85K<0.1%History
JOUTJohnson Outdoors IncCL A51$1.68K<0.1%History
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1.54K<0.1%–
ROICRetail Opportunity Investments CorpCOM89$1.54K<0.1%History
ALMSAlumis Inc.COM182$1.43K<0.1%History
NARIInari Medical, Inc.Stock27$1.38K<0.1%History
SDRLSEADRILL LtdCOM35$1.36K<0.1%History
DFINDonnelley Financial Solutions, Inc.COM21$1.32K<0.1%History
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1.23K<0.1%–
PFSIPennyMac Financial Services, Inc.COM12$1.23K<0.1%History
LMATLemaitre Vascular IncCOM13$1.20K<0.1%History
CBIOCrescent Biopharma, Inc.COM4,755$1.18K<0.1%History
Investment Managers Ser Tr I46144X131TRADR 2X SHORT28$1.18K<0.1%–
AORTArtivion, Inc.COM41$1.17K<0.1%History
FLNGFlex LNG Ltd.SHS45$1.03K<0.1%History
PGREParamount Group, Inc.COM198$978<0.1%History
PWPPerella Weinberg PartnersCLASS A COM41$977<0.1%History
Pacer FDS Tr69374H402US EXPORT LEAD20$962<0.1%–
SUMSummit Materials, Inc.CL A19$961<0.1%History
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH43$947<0.1%–
SRGSeritage Growth PropertiesCL A226$931<0.1%History
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$928<0.1%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX56$915<0.1%–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$873<0.1%History
BANRBanner CorpCOM NEW12$801<0.1%History
CTSCTS CorpCOM15$791<0.1%History
LTRXLantronix IncCOM NEW190$783<0.1%History
PDFSPDF Solutions IncCOM28$758<0.1%History
NXENexGen Energy Ltd.COM112$739<0.1%History
SUPNSupernus Pharmaceuticals, Inc.COM20$723<0.1%History
PDSBPDS Biotechnology CorpCOM431$703<0.1%History
NRIXNurix Therapeutics, Inc.COM33$622<0.1%History
PRMPerimeter Solutions, Inc.COMMON STOCK48$613<0.1%History