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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
CWCOConsolidated Water Co. Ltd.ORD85$2.08K<0.1%+64+304.8%AddedHistory
HNIHni CorpStock47$2.08K<0.1%+21+80.8%AddedHistory
AVDXAvidXchange Holdings, Inc.COM246$2.09K<0.1%+136+123.6%AddedHistory
PFBCPreferred BankCOM NEW25$2.09K<0.1%−7−21.9%ReducedHistory
OCFCOceanfirst Financial CorpCOM123$2.09K<0.1%−117−48.8%ReducedHistory
PHRPhreesia, Inc.COM82$2.10K<0.1%+59+256.5%AddedHistory
RGNXREGENXBIO Inc.COM294$2.10K<0.1%+282+2,350.0%AddedHistory
CIMChimera Investment CorpCOM SHS164$2.10K<0.1%+45+37.8%AddedHistory
STHOStar HoldingsSHS BEN INT248$2.11K<0.1%+222+853.8%AddedHistory
COHUCohu IncCOM145$2.13K<0.1%+105+262.5%AddedHistory
ProShares Tr74347R206PSHS ULTRA QQQ24$2.13K<0.1%00.0%Unchanged–
CMCOColumbus McKinnon CorpCOM126$2.13K<0.1%+114+950.0%AddedHistory
CTKBCytek Biosciences, Inc.COM534$2.14K<0.1%+449+528.2%AddedHistory
GXOGXO Logistics, Inc.Stock55$2.15K<0.1%−24−30.4%ReducedHistory
CERSCerus CorpCOM1,546$2.15K<0.1%+1,027+197.9%AddedHistory
iShares Inc464286509MSCI CDA ETF53$2.15K<0.1%00.0%Unchanged–
CUBICustomers Bancorp, Inc.COM43$2.16K<0.1%+22+104.8%AddedHistory
UECUranium Energy CorpCOM452$2.16K<0.1%+103+29.5%AddedHistory
GIIIG III Apparel Group LtdCOM79$2.16K<0.1%+39+97.5%AddedHistory
iShares MSCI India ETF46429B598ETF42$2.16K<0.1%00.0%Unchanged–
MASS908 Devices Inc.COM483$2.16K<0.1%+483NewHistory
GETYGetty Images Holdings, Inc.CL A COM1,251$2.16K<0.1%+1,177+1,590.5%AddedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2.17K<0.1%00.0%Unchanged–
ITICInvestors Title CoCOM9$2.17K<0.1%+8+800.0%AddedHistory
WTWisdomTree, Inc.COM244$2.18K<0.1%+148+154.2%AddedHistory
PEBPebblebrook Hotel TrustCOM215$2.18K<0.1%+173+411.9%AddedHistory
EEExcelerate Energy, Inc.CL A COM76$2.18K<0.1%+25+49.0%AddedHistory
LFMDLifeMD, Inc.COM403$2.19K<0.1%+98+32.1%AddedHistory
JBSSSanfilippo John B & Son IncCOM31$2.20K<0.1%−13−29.5%ReducedHistory
Schwab U.S. REIT ETF808524847ETF102$2.20K<0.1%00.0%Unchanged–
DNAGinkgo Bioworks Holdings, Inc.CL A NEW386$2.20K<0.1%+380+6,333.3%AddedHistory
THRThermon Group Holdings, Inc.COM79$2.20K<0.1%+56+243.5%AddedHistory
MAXMediaAlpha, Inc.CL A239$2.21K<0.1%+231+2,887.5%AddedHistory
SONOSonos IncCOM207$2.21K<0.1%+8+4.0%AddedHistory
GCMGGCM Grosvenor Inc.COM CL A167$2.21K<0.1%+120+255.3%AddedHistory
POWLPowell Industries IncStock13$2.21K<0.1%+10+333.3%AddedHistory
HDSNHudson Technologies IncCOM360$2.22K<0.1%+161+80.9%AddedHistory
BHVNBiohaven Ltd.COM93$2.23K<0.1%+52+126.8%AddedHistory
EZPWEzcorp IncCL A NON VTG152$2.24K<0.1%+33+27.7%AddedHistory
PRIMPrimoris Services CorpStock39$2.24K<0.1%+14+56.0%AddedHistory
MYRGMyr Group Inc.COM20$2.26K<0.1%+18+900.0%AddedHistory
AVNSAvanos Medical, Inc.Stock158$2.26K<0.1%−5−3.1%ReducedHistory
RIOTRiot Platforms, Inc.COM318$2.27K<0.1%+264+488.9%AddedHistory
PAXPatria Investments LtdCOM CL A201$2.27K<0.1%+47+30.5%AddedHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2.27K<0.1%−119−69.2%Reduced–
APIAgora, Inc.ADS568$2.28K<0.1%+13+2.3%AddedHistory
ALDXAldeyra Therapeutics, Inc.COM397$2.28K<0.1%+382+2,546.7%AddedHistory
OLPOne Liberty Properties IncCOM87$2.29K<0.1%+15+20.8%AddedHistory
DHILDiamond Hill Investment Group IncCOM NEW16$2.29K<0.1%+16NewHistory
TLXTelix Pharmaceuticals LtdADS137$2.30K<0.1%+137NewHistory
MLKNMillerknoll, Inc.COM120$2.30K<0.1%+65+118.2%AddedHistory
HZOMarinemax IncCOM107$2.30K<0.1%+107NewHistory
ATENA10 Networks, Inc.Stock141$2.30K<0.1%+83+143.1%AddedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A1,043$2.31K<0.1%−1,393−57.2%ReducedHistory
NTSTNETSTREIT Corp.COM146$2.31K<0.1%+108+284.2%AddedHistory
SBSISouthside Bancshares IncCOM80$2.32K<0.1%+60+300.0%AddedHistory
QTWOQ2 Holdings, Inc.COM29$2.32K<0.1%−10−25.6%ReducedHistory
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2.33K<0.1%−151−68.9%Reduced–
Global X Lithium & Battery Tech ETF37954Y855ETF60$2.33K<0.1%−128−68.1%Reduced–
MCRIMonarch Casino & Resort IncCOM30$2.33K<0.1%+22+275.0%AddedHistory
HPKHighPeak Energy, Inc.COM188$2.38K<0.1%−584−75.6%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM71$2.38K<0.1%−16−18.4%ReducedHistory
iShares Tr46434V860TRS FLT RT BD47$2.38K<0.1%00.0%Unchanged–
BWXTBWX Technologies, Inc.COM24$2.38K<0.1%−12−33.3%ReducedHistory
VERVVerve Therapeutics, Inc.COM522$2.39K<0.1%+430+467.4%AddedHistory
JAKKJakks Pacific IncCOM NEW97$2.39K<0.1%+97NewHistory
WULFTerawulf Inc.COM879$2.40K<0.1%−48−5.2%ReducedHistory
CNOBConnectOne Bancorp, Inc.COM99$2.41K<0.1%+99NewHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2.42K<0.1%00.0%Unchanged–
SFSTSouthern First Bancshares IncCOM74$2.44K<0.1%+4+5.7%AddedHistory
PARRPar Pacific Holdings, Inc.COM NEW172$2.45K<0.1%−12−6.5%ReducedHistory
FROGJFrog LtdStock77$2.46K<0.1%+46+148.4%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM480$2.47K<0.1%−830−63.4%ReducedHistory
BLBlackline, Inc.COM51$2.47K<0.1%−2−3.8%ReducedHistory
EQXEquinox Gold Corp.COM360$2.48K<0.1%+168+87.5%AddedHistory
APLEApple Hospitality REIT, Inc.REIT192$2.48K<0.1%−24−11.1%ReducedHistory
TIPTTiptree Inc.COM103$2.48K<0.1%+13+14.4%AddedHistory
Innov Prem Inc 20 Barr-July45783Y582ETP100$2.48K<0.1%−63−38.7%Reduced–
SNBRQSleep Number CorpCOM392$2.48K<0.1%+32+8.9%AddedHistory
NUVBNuvation Bio Inc.COM CL A1,414$2.49K<0.1%−10,010−87.6%ReducedHistory
KFRCKforce IncCOM51$2.49K<0.1%+15+41.7%AddedHistory
Townebank Portsmouth Va89214P109COM73$2.50K<0.1%−23−24.0%Reduced–
PRKSUnited Parks & Resorts Inc.COM55$2.50K<0.1%+45+450.0%AddedHistory
AGCOAGCO CorpCOM27$2.50K<0.1%−6−18.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION97$2.50K<0.1%+97New–
SPDR Ser Tr78468R689S&P KENSHO SMART97$2.50K<0.1%00.0%Unchanged–
GICGlobal Industrial CoCOM112$2.51K<0.1%+112NewHistory
MLMoneylion Inc.COMM STK29$2.51K<0.1%+1+3.6%AddedHistory
FVRRFiverr International Ltd.ORD SHS106$2.51K<0.1%+64+152.4%AddedHistory
LIVNLivaNova PLCSHS64$2.52K<0.1%−94−59.5%ReducedHistory
TKRTimken CoCOM35$2.52K<0.1%−91−72.2%ReducedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM825$2.52K<0.1%+787+2,071.1%AddedHistory
ARRYArray Technologies, Inc.COM SHS517$2.52K<0.1%+464+875.5%AddedHistory
VECOVeeco Instruments IncCOM126$2.53K<0.1%+95+306.5%AddedHistory
WWWWolverine World Wide IncCOM182$2.53K<0.1%−10−5.2%ReducedHistory
STKLSunOpta Inc.COM521$2.53K<0.1%−2−0.4%ReducedHistory
SSTKShutterstock, Inc.COM136$2.53K<0.1%+112+466.7%AddedHistory
iShares Tr46436E403MSCI US GARP ETF50$2.55K<0.1%00.0%Unchanged–
Fidelity Covington Trust316092303CONSMR STAPLES50$2.56K<0.1%00.0%Unchanged–
SEISolaris Energy Infrastructure, Inc.COM CL A118$2.57K<0.1%+24+25.5%AddedHistory

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