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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
QCRHQCR Holdings IncCOM36$2.57K<0.1%+26+260.0%AddedHistory
EVTCEVERTEC, Inc.COM70$2.57K<0.1%−15−17.6%ReducedHistory
AMSFAmerisafe IncCOM49$2.58K<0.1%+20+69.0%AddedHistory
ALGTAllegiant Travel COCOM50$2.58K<0.1%−53−51.5%ReducedHistory
PENGPenguin Solutions, Inc.SHS150$2.61K<0.1%+103+219.1%AddedHistory
PCVXVaxcyte, Inc.COM69$2.61K<0.1%+18+35.3%AddedHistory
KURAKura Oncology, Inc.COM397$2.62K<0.1%+390+5,571.4%AddedHistory
NBRNabors Industries LtdSHS63$2.63K<0.1%+17+37.0%AddedHistory
GTESGates Industrial Corp Ltd.ORD SHS143$2.63K<0.1%−33−18.8%ReducedHistory
CPRICapri Holdings LtdSHS133$2.63K<0.1%−33−19.9%ReducedHistory
CARSCars.com Inc.COM234$2.64K<0.1%−34−12.7%ReducedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C66$2.64K<0.1%+48+266.7%AddedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.65K<0.1%00.0%Unchanged–
UUUUEnergy Fuels IncCOM NEW709$2.65K<0.1%+512+259.9%AddedHistory
EGBNEagle Bancorp IncCOM126$2.65K<0.1%−21−14.3%ReducedHistory
SPDR Series Trust78468R549SP O&G EQP SERV37$2.65K<0.1%+37New–
SAROStandardAero, Inc.COM100$2.66K<0.1%+100NewHistory
WEAVWeave Communications, Inc.Stock241$2.67K<0.1%+9+3.9%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A11$2.68K<0.1%−32−74.4%ReducedHistory
SNSharkNinja, Inc.COM SHS32$2.69K<0.1%−3−8.6%ReducedHistory
EOSEEos Energy Enterprises, Inc.COM CL A712$2.69K<0.1%00.0%UnchangedHistory
EBFEnnis, Inc.COM134$2.69K<0.1%+30+28.8%AddedHistory
CALXCalix, IncCOM76$2.69K<0.1%+72+1,800.0%AddedHistory
BGCBGC Group, Inc.CL A294$2.70K<0.1%−104−26.1%ReducedHistory
First Tr Exchange Traded FD33738R100MULTI ASSET DI165$2.70K<0.1%+165New–
iShares Select U.S. REIT ETF464287564ETF44$2.71K<0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF53$2.71K<0.1%+15+39.5%Added–
HGHamilton Insurance Group, Ltd.CL B131$2.72K<0.1%+70+114.8%AddedHistory
SMTCSemtech CorpStock79$2.72K<0.1%+29+58.0%AddedHistory
SOUNSoundhound AI, Inc.CLASS A COM336$2.73K<0.1%+105+45.5%AddedHistory
FFICFlushing Financial CorpCOM215$2.73K<0.1%+55+34.4%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A37$2.73K<0.1%00.0%UnchangedHistory
TRIPTripAdvisor, Inc.COM193$2.73K<0.1%+116+150.6%AddedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock345$2.74K<0.1%+332+2,553.8%AddedHistory
SAFTSafety Insurance Group IncCOM35$2.76K<0.1%−8−18.6%ReducedHistory
UISUnisys CorpCOM NEW602$2.76K<0.1%+581+2,766.7%AddedHistory
KLCKinderCare Learning Companies, Inc.COM240$2.78K<0.1%+240NewHistory
LNNLindsay CorpCOM22$2.78K<0.1%+14+175.0%AddedHistory
DCODucommun IncCOM48$2.79K<0.1%+12+33.3%AddedHistory
VSTMVerastem, Inc.COM NEW462$2.79K<0.1%+453+5,033.3%AddedHistory
SUZSuzano S.A.SPON ADS300$2.79K<0.1%+44+17.2%AddedHistory
BRF SA10552T107SPONSORED ADR811$2.79K<0.1%−397−32.9%Reduced–
CHPTChargePoint Holdings, Inc.COM CL A4,621$2.80K<0.1%+4,338+1,532.9%AddedHistory
CVGWCalavo Growers IncCOM117$2.81K<0.1%+24+25.8%AddedHistory
IVRInvesco Mortgage Capital Inc.COM357$2.82K<0.1%+115+47.5%AddedHistory
SCSSteelcase IncCL A257$2.82K<0.1%+178+225.3%AddedHistory
GPREGreen Plains Inc.COM582$2.82K<0.1%+498+592.9%AddedHistory
FRPTFreshpet, Inc.Stock34$2.83K<0.1%−43−55.8%ReducedHistory
BYDBoyd Gaming CorpCOM43$2.83K<0.1%00.0%UnchangedHistory
AKROAkero Therapeutics, Inc.COM70$2.83K<0.1%+61+677.8%AddedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.83K<0.1%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM105$2.83K<0.1%+97+1,212.5%AddedHistory
ZEUSOlympic Steel IncCOM90$2.84K<0.1%−6−6.3%ReducedHistory
INVXInnovex International, Inc.COM158$2.84K<0.1%+26+19.7%AddedHistory
AMPLAmplitude, Inc.Stock279$2.84K<0.1%+188+206.6%AddedHistory
HGVHilton Grand Vacations Inc.COM76$2.84K<0.1%+62+442.9%AddedHistory
TYGTortoise Energy Infrastructure CorpCOM66$2.85K<0.1%+66NewHistory
IMCRImmunocore Holdings plcADS96$2.85K<0.1%+96NewHistory
LKFNLakeland Financial CorpCOM48$2.85K<0.1%+41+585.7%AddedHistory
AVOMission Produce, Inc.COM273$2.86K<0.1%+46+20.3%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS40$2.86K<0.1%+1+2.6%AddedHistory
KGSKodiak Gas Services, Inc.COM77$2.87K<0.1%+70+1,000.0%AddedHistory
SERVServe Robotics Inc.COM500$2.88K<0.1%+500NewHistory
PEBOPeoples Bancorp IncCOM97$2.88K<0.1%+28+40.6%AddedHistory
NTLAIntellia Therapeutics, Inc.COM405$2.88K<0.1%+135+50.0%AddedHistory
EFOREverforth IncCOM46$2.90K<0.1%−34−42.5%ReducedHistory
Sapiens Intl Corp N VG7T16G103SHS107$2.90K<0.1%+96+872.7%Added–
EYENational Vision Holdings, Inc.COM227$2.90K<0.1%+99+77.3%AddedHistory
GSBDGoldman Sachs BDC, Inc.SHS250$2.91K<0.1%00.0%UnchangedHistory
IBRXImmunityBio, Inc.COM968$2.91K<0.1%+245+33.9%AddedHistory
LGIHLGI Homes, Inc.COM44$2.92K<0.1%+27+158.8%AddedHistory
VRTSVirtus Investment Partners, Inc.COM17$2.93K<0.1%−7−29.2%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF111$2.95K<0.1%00.0%Unchanged–
HOSHornbeck Offshore Services, Inc.Stock356$2.96K<0.1%+318+836.8%AddedHistory
iShares Tr46435G334MSCI UK ETF NEW79$2.96K<0.1%00.0%Unchanged–
Matthews Asia FDS577125818EMER MKTS EQUITY101$2.96K<0.1%00.0%Unchanged–
ACCDAccolade, Inc.COM426$2.97K<0.1%+210+97.2%AddedHistory
FLGFlagstar Bank, National AssociationStock256$2.98K<0.1%+153+148.5%AddedHistory
STNEStoneCo Ltd.COM287$3.01K<0.1%+245+583.3%AddedHistory
SEMRSEMrush Holdings, Inc.CL A COM323$3.01K<0.1%+296+1,096.3%AddedHistory
PLUGPlug Power IncStock2,244$3.03K<0.1%−173−7.2%ReducedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD72$3.03K<0.1%+72New–
EVEXEve Holding, Inc.COM913$3.03K<0.1%+872+2,126.8%AddedHistory
WKCWorld Kinect CorpCOM107$3.04K<0.1%+79+282.1%AddedHistory
AOUTAmerican Outdoor Brands, Inc.COM250$3.04K<0.1%00.0%UnchangedHistory
MTNVail Resorts IncCOM19$3.04K<0.1%−54−74.0%ReducedHistory
ADTNADTRAN Holdings, Inc.COM349$3.04K<0.1%+312+843.2%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM248$3.05K<0.1%+185+293.7%AddedHistory
BEAMBeam Therapeutics Inc.COM156$3.05K<0.1%+95+155.7%AddedHistory
SFLSFL Corp Ltd.SHS373$3.06K<0.1%+42+12.7%AddedHistory
PDPagerDuty, Inc.COM168$3.07K<0.1%+90+115.4%AddedHistory
TPGTPG Inc.COM CL A65$3.08K<0.1%−13−16.7%ReducedHistory
ADPTAdaptive Biotechnologies CorpCOM416$3.09K<0.1%+330+383.7%AddedHistory
ARLOArlo Technologies, Inc.COM315$3.11K<0.1%+197+166.9%AddedHistory
CUBECubeSmartREIT73$3.12K<0.1%−42−36.5%ReducedHistory
NEONeogenomics IncCOM NEW329$3.12K<0.1%−416−55.8%ReducedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM247$3.15K<0.1%+129+109.3%AddedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM214$3.15K<0.1%+194+970.0%AddedHistory
GOODGladstone Commercial CorpCOM210$3.15K<0.1%−19−8.3%ReducedHistory
OMCLOmnicell, Inc.COM90$3.15K<0.1%−87−49.2%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