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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
KLXEKLX Energy Services Holdings, Inc.COM NEW476$1.67K<0.1%+127+36.4%AddedHistory
BOWBowhead Specialty Holdings Inc.COM SHS41$1.67K<0.1%−3−6.8%ReducedHistory
GOTUGaotu Techedu Inc.SPONSORED ADS513$1.67K<0.1%+513NewHistory
UVSPUnivest Financial CorpCOM59$1.67K<0.1%+10+20.4%AddedHistory
VTOLBristow Group Inc.COM53$1.67K<0.1%+10+23.3%AddedHistory
INNSummit Hotel Properties, Inc.COM310$1.68K<0.1%−466−60.1%ReducedHistory
MTLSMaterialise NVSPONSORED ADS341$1.68K<0.1%−91−21.1%ReducedHistory
IOVAIovance Biotherapeutics, Inc.COM504$1.68K<0.1%+367+267.9%AddedHistory
GRNDGrindr Inc.COM94$1.68K<0.1%+88+1,466.7%AddedHistory
Virtus ETF Tr II92790A868KAR MID-CAP ETF71$1.68K<0.1%+70+7,000.0%Added–
REPLReplimune Group, Inc.COM173$1.69K<0.1%+16+10.2%AddedHistory
DFHDream Finders Homes, Inc.COM CL A75$1.69K<0.1%+68+971.4%AddedHistory
XHRXenia Hotels & Resorts, Inc.COM144$1.69K<0.1%+53+58.2%AddedHistory
MXLMaxlinear, IncCOM156$1.69K<0.1%+129+477.8%AddedHistory
TMCITreace Medical Concepts, Inc.COM202$1.70K<0.1%+198+4,950.0%AddedHistory
HPHelmerich & Payne, Inc.COM65$1.70K<0.1%−388−85.7%ReducedHistory
CAMTCamtek LtdORD29$1.70K<0.1%+2+7.4%AddedHistory
JELDJELD-WEN Holding, Inc.COM285$1.70K<0.1%+145+103.6%AddedHistory
MYGNMyriad Genetics IncCOM192$1.70K<0.1%−165−46.2%ReducedHistory
HSTMHealthstream IncCOM53$1.71K<0.1%+26+96.3%AddedHistory
REIRing Energy, Inc.COM1,486$1.71K<0.1%+1,210+438.4%AddedHistory
PRDOPerdoceo Education CorpCOM68$1.71K<0.1%+11+19.3%AddedHistory
KNTKKinetik Holdings Inc.COM NEW CL A33$1.71K<0.1%−1,149−97.2%ReducedHistory
FCFFirst Commonwealth Financial CorpCOM111$1.73K<0.1%+59+113.5%AddedHistory
DCHDauch CorpCOM428$1.74K<0.1%+414+2,957.1%AddedHistory
UNITUniti Group Inc.COM346$1.74K<0.1%−1,451−80.7%ReducedHistory
CIOCity Office REIT, Inc.COM336$1.74K<0.1%+36+12.0%AddedHistory
MEIMethode Electronics IncCOM274$1.75K<0.1%−217−44.2%ReducedHistory
BORRBorr Drilling LtdSHS799$1.75K<0.1%+799NewHistory
HSIIHeidrick & Struggles International IncCOM41$1.76K<0.1%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO39$1.76K<0.1%+24+160.0%AddedHistory
PRAAPra Group IncCOM86$1.77K<0.1%+21+32.3%AddedHistory
MBWMMercantile Bank CorpCOM41$1.78K<0.1%+40+4,000.0%AddedHistory
PCRXPacira BioSciences, Inc.COM72$1.79K<0.1%+24+50.0%AddedHistory
BILLBILL Holdings, Inc.Stock39$1.79K<0.1%−264−87.1%ReducedHistory
LULufax Holding LtdADS REP SHS CL A604$1.79K<0.1%+18+3.1%AddedHistory
AHRTAH Realty Trust, Inc.COM239$1.79K<0.1%+47+24.5%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF20$1.80K<0.1%00.0%Unchanged–
SKWDSkyward Specialty Insurance Group, Inc.COM34$1.80K<0.1%−6−15.0%ReducedHistory
KELYAKelly Services IncCL A137$1.80K<0.1%+82+149.1%AddedHistory
NTGRNetgear, Inc.COM74$1.81K<0.1%−21−22.1%ReducedHistory
RMAXRE/MAX Holdings, Inc.CL A217$1.82K<0.1%−7−3.1%ReducedHistory
SPDR Series Trust78464A656ST STR TIPS ETF69$1.82K<0.1%+69New–
VMEOVimeo, Inc.COMMON STOCK346$1.82K<0.1%+105+43.6%AddedHistory
STGWStagwell IncCOM CL A301$1.82K<0.1%+214+246.0%AddedHistory
FOXFFox Factory Holding CorpCOM78$1.82K<0.1%−83−51.6%ReducedHistory
PROPROS Holdings, Inc.COM96$1.83K<0.1%+58+152.6%AddedHistory
DMLPDorchester Minerals, L.P.COM UNIT61$1.83K<0.1%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.84K<0.1%00.0%UnchangedHistory
HLITHarmonic Inc.COM192$1.84K<0.1%+3+1.6%AddedHistory
OFIXOrthofix Medical Inc.COM113$1.84K<0.1%+94+494.7%AddedHistory
ZETAZeta Global Holdings Corp.CL A136$1.84K<0.1%+53+63.9%AddedHistory
BLBDBlue Bird CorpCOM57$1.84K<0.1%+34+147.8%AddedHistory
Curevac N VN2451R105COM666$1.84K<0.1%+666New–
UAAUnder Armour, Inc.Stock296$1.85K<0.1%−103−25.8%ReducedHistory
MBINMerchants BancorpCOM50$1.85K<0.1%+49+4,900.0%AddedHistory
PTLOPortillo's Inc.COM CL A156$1.85K<0.1%+125+403.2%AddedHistory
CACCamden National CorpCOM46$1.86K<0.1%−8−14.8%ReducedHistory
WOLFWolfspeed, Inc.Stock615$1.88K<0.1%+580+1,657.1%AddedHistory
SMRTSmartRent, Inc.COM CL A1,562$1.89K<0.1%+1,557+31,140.0%AddedHistory
CRAICra International, Inc.COM11$1.91K<0.1%−1−8.3%ReducedHistory
CBRLCracker Barrel Old Country Store, IncCOM49$1.92K<0.1%−86−63.7%ReducedHistory
WHDCactus, Inc.CL A42$1.93K<0.1%+4+10.5%AddedHistory
CIBGrupo Cibest S.A.SPON ADR PREF48$1.93K<0.1%−5−9.4%ReducedHistory
AMRCAmeresco, Inc.CL A160$1.93K<0.1%+143+841.2%AddedHistory
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS170$1.93K<0.1%−29−14.6%ReducedHistory
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1.94K<0.1%00.0%Unchanged–
XENEXenon Pharmaceuticals Inc.COM58$1.95K<0.1%+28+93.3%AddedHistory
FOSLFossil Group, Inc.COM1,694$1.95K<0.1%00.0%UnchangedHistory
HUYAHUYA Inc.ADS REP SHS A607$1.95K<0.1%+288+90.3%AddedHistory
SANASana Biotechnology, Inc.COM1,160$1.95K<0.1%+1,018+716.9%AddedHistory
TSQTownsquare Media, Inc.CL A240$1.95K<0.1%+164+215.8%AddedHistory
NKTXNkarta, Inc.COM1,062$1.95K<0.1%+750+240.4%AddedHistory
AMTBAmerant Bancorp Inc.CL A95$1.96K<0.1%+81+578.6%AddedHistory
Tidal Trust II88636J204RET STCKD GL STK84$1.97K<0.1%+84New–
NGNovagold Resources IncCOM NEW675$1.97K<0.1%+499+283.5%AddedHistory
DJCODaily Journal CorpCOM5$1.99K<0.1%+4+400.0%AddedHistory
JMIAJumia Technologies AGSPONSORED ADS925$1.99K<0.1%+674+268.5%AddedHistory
FATEFate Therapeutics IncCOM2,522$1.99K<0.1%+1,840+269.8%AddedHistory
CLBCore Laboratories Inc.COM133$1.99K<0.1%−31−18.9%ReducedHistory
VREXVarex Imaging CorpCOM173$2.01K<0.1%−50−22.4%ReducedHistory
CTOSCustom Truck One Source, Inc.COM CL A476$2.01K<0.1%+476NewHistory
PRMEPrime Medicine, Inc.COM1,012$2.01K<0.1%+1,006+16,766.7%AddedHistory
VIRVir Biotechnology, Inc.COM311$2.02K<0.1%+70+29.0%AddedHistory
Bank First Corporation Com05676F108Stock20$2.02K<0.1%+15+300.0%Added–
IBEXIBEX LtdSHS NEW83$2.02K<0.1%+83NewHistory
KAIKadant IncCOM6$2.02K<0.1%+1+20.0%AddedHistory
CATYCathay General BancorpCOM47$2.02K<0.1%+10+27.0%AddedHistory
COURCoursera, Inc.COM305$2.03K<0.1%+163+114.8%AddedHistory
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2.03K<0.1%+100New–
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2.05K<0.1%+65New–
AGLagilon health, inc.COM473$2.05K<0.1%+336+245.3%AddedHistory
GPROGoPro, Inc.CL A3,096$2.05K<0.1%+2,995+2,965.3%AddedHistory
ADAMAdamas Trust, Inc.COM318$2.06K<0.1%−3−0.9%ReducedHistory
RDVTRed Violet, Inc.COM55$2.07K<0.1%+53+2,650.0%AddedHistory
BLNDBlend Labs, Inc.CL A619$2.07K<0.1%+347+127.6%AddedHistory
ERASErasca, Inc.COM1,515$2.08K<0.1%+1,509+25,150.0%AddedHistory
CCBCoastal Financial CorpCOM NEW23$2.08K<0.1%+15+187.5%AddedHistory
NTCTNetscout Systems IncCOM99$2.08K<0.1%−91−47.9%ReducedHistory
AVNTAvient CorpCOM56$2.08K<0.1%−9−13.8%ReducedHistory

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