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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
WAVEEco Wave Power Global AB (publ)SPONSORED ADS501$3.15K<0.1%00.0%UnchangedHistory
HBNCHorizon Bancorp IncCOM209$3.15K<0.1%−103−33.0%ReducedHistory
MEDMedifast IncCOM234$3.15K<0.1%+17+7.8%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.19K<0.1%00.0%Unchanged–
VOXXVOXX International CorpCL A425$3.19K<0.1%00.0%UnchangedHistory
FBKFB Financial CorpCOM69$3.20K<0.1%+46+200.0%AddedHistory
NBHCNational Bank Holdings CorpCL A84$3.21K<0.1%+54+180.0%AddedHistory
FENCFennec Pharmaceuticals Inc.COM529$3.22K<0.1%−163−23.6%ReducedHistory
ALABAstera Labs, Inc.Stock54$3.22K<0.1%−61−53.0%ReducedHistory
PAGSPagSeguro Digital Ltd.COM CL A423$3.23K<0.1%−2,697−86.4%ReducedHistory
STAAStaar Surgical CoCOM PAR $0.01183$3.23K<0.1%+96+110.3%AddedHistory
NFBKNorthfield Bancorp, Inc.COM296$3.23K<0.1%−101−25.4%ReducedHistory
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3.23K<0.1%00.0%Unchanged–
NFENew Fortress Energy Inc.COM CL A389$3.23K<0.1%+138+55.0%AddedHistory
CRVLCorvel CorpCOM29$3.25K<0.1%−4−12.1%ReducedHistory
MOMOHello Group Inc.ADS515$3.25K<0.1%+17+3.4%AddedHistory
INGNInogen IncCOM459$3.27K<0.1%+27+6.3%AddedHistory
TGTredegar CorpCOM425$3.27K<0.1%−27−6.0%ReducedHistory
BCBPBCB Bancorp IncCOM332$3.27K<0.1%−327−49.6%ReducedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A391$3.28K<0.1%+362+1,248.3%AddedHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES170$3.30K<0.1%+170NewHistory
EVEREverQuote, Inc.COM CL A127$3.33K<0.1%+118+1,311.1%AddedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3.33K<0.1%+61New–
First Trust Dow Jones Internet Index Fund33733E302ETF15$3.33K<0.1%00.0%Unchanged–
EFSCEnterprise Financial Services CorpCOM62$3.33K<0.1%+32+106.7%AddedHistory
BOXBox IncCL A108$3.33K<0.1%−29−21.2%ReducedHistory
ALXAlexanders IncCOM16$3.35K<0.1%+1+6.7%AddedHistory
HOVHovnanian Enterprises IncCL A NEW32$3.35K<0.1%+32NewHistory
QNSTQuinstreet, IncCOM188$3.35K<0.1%+95+102.2%AddedHistory
GOGrocery Outlet Holding Corp.COM241$3.37K<0.1%−1,164−82.8%ReducedHistory
LCIDLucid Group, Inc.COM1,396$3.38K<0.1%+915+190.2%AddedHistory
WNEBWestern New England Bancorp, Inc.COM365$3.40K<0.1%00.0%UnchangedHistory
NMFCNew Mountain Finance CorpCOM308$3.40K<0.1%−617−66.7%ReducedHistory
TFINTriumph Financial, Inc.COM59$3.41K<0.1%+40+210.5%AddedHistory
OUSTOuster, Inc.COM NEW381$3.42K<0.1%+350+1,129.0%AddedHistory
ACVAACV Auctions Inc.COM CL A243$3.42K<0.1%+102+72.3%AddedHistory
MLABMesa Laboratories IncCOM29$3.44K<0.1%+9+45.0%AddedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS236$3.44K<0.1%+71+43.0%AddedHistory
XRXXerox Holdings CorpCOM NEW713$3.44K<0.1%+663+1,326.0%AddedHistory
ATRCAtriCure, Inc.COM107$3.45K<0.1%+61+132.6%AddedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW157$3.45K<0.1%+91+137.9%AddedHistory
MGRCMcGrath RentcorpCOM31$3.45K<0.1%+13+72.2%AddedHistory
IMVTImmunovant, Inc.COM203$3.47K<0.1%+186+1,094.1%AddedHistory
Carnival Corp Ltd.14365C103ADR198$3.47K<0.1%+50+33.8%Added–
NUVLNuvalent, Inc.COM49$3.48K<0.1%+25+104.2%AddedHistory
EVRIEveri Holdings Inc.COM255$3.49K<0.1%+71+38.6%AddedHistory
CRMTAmericas Carmart IncCOM77$3.50K<0.1%+20+35.1%AddedHistory
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3.52K<0.1%+400NewHistory
RHRHCOM15$3.52K<0.1%+11+275.0%AddedHistory
Nushares ETF Tr67092P854ESG HI TLD CRP166$3.52K<0.1%00.0%Unchanged–
CGONCG Oncology, Inc.COM144$3.53K<0.1%+138+2,300.0%AddedHistory
CYRXCryoport, Inc.COM PAR $0.001580$3.53K<0.1%+447+336.1%AddedHistory
MRTNMarten Transport LtdCOM259$3.55K<0.1%+220+564.1%AddedHistory
BFSTBusiness First Bancshares, Inc.COM146$3.56K<0.1%−12−7.6%ReducedHistory
RCReady Capital CorpCOM699$3.56K<0.1%+229+48.7%AddedHistory
PGNYProgyny, Inc.COM160$3.58K<0.1%+123+332.4%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF51$3.58K<0.1%00.0%Unchanged–
DDSDillard's, Inc.CL A10$3.58K<0.1%−1−9.1%ReducedHistory
AMBPArdagh Metal Packaging S.A.SHS1,189$3.59K<0.1%−903−43.2%ReducedHistory
CDPCopt Defense PropertiesREIT132$3.60K<0.1%−11−7.7%ReducedHistory
CCUUnited Breweries Co IncSPONSORED ADR239$3.63K<0.1%+149+165.6%AddedHistory
PRKPark National CorpCOM24$3.63K<0.1%−2−7.7%ReducedHistory
Tidal Trust I886364231FUND GRAN US ETF200$3.63K<0.1%−300−60.0%Reduced–
LZLegalzoom.com, Inc.COM424$3.65K<0.1%+379+842.2%AddedHistory
GTNGray Media, IncCOM850$3.67K<0.1%+675+385.7%AddedHistory
BXCBlueLinx Holdings Inc.COM NEW49$3.67K<0.1%+45+1,125.0%AddedHistory
APPSDigital Turbine, Inc.COM NEW1,355$3.68K<0.1%+583+75.5%AddedHistory
STELStellar Bancorp, Inc.COM133$3.68K<0.1%+121+1,008.3%AddedHistory
ARQTArcutis Biotherapeutics, Inc.COM237$3.71K<0.1%+153+182.1%AddedHistory
MESOMesoblast LtdADR297$3.71K<0.1%+182+158.3%AddedHistory
IIINInsteel Industries IncCOM141$3.71K<0.1%+91+182.0%AddedHistory
MLCOMelco Resorts & Entertainment LTDADR705$3.72K<0.1%+585+487.5%AddedHistory
CYTKCytokinetics IncCOM NEW93$3.74K<0.1%+42+82.4%AddedHistory
TPBTurning Point Brands, Inc.COM63$3.75K<0.1%−6−8.7%ReducedHistory
UTLUnitil CorpCOM65$3.75K<0.1%+1+1.6%AddedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD57$3.75K<0.1%00.0%Unchanged–
CXWCoreCivic, Inc.COM185$3.75K<0.1%−5−2.6%ReducedHistory
BWINBaldwin Insurance Group, Inc.COM CL A84$3.75K<0.1%+60+250.0%AddedHistory
PRTAProthena Corp Public Ltd CoSHS304$3.76K<0.1%+200+192.3%AddedHistory
EPCEdgewell Personal Care CoCOM121$3.78K<0.1%+97+404.2%AddedHistory
FIZZNational Beverage CorpCOM91$3.78K<0.1%+21+30.0%AddedHistory
CDNACareDx, Inc.COM213$3.78K<0.1%+189+787.5%AddedHistory
OPKOpko Health, Inc.COM2,280$3.79K<0.1%+1,134+99.0%AddedHistory
DEAEasterly Government Properties, Inc.COM SHS358$3.79K<0.1%+358NewHistory
Despegar Com CorpG27358103ORD SHS202$3.80K<0.1%+88+77.2%Added–
PENNPENN Entertainment, Inc.COM233$3.80K<0.1%−106−31.3%ReducedHistory
RVMDRevolution Medicines, Inc.COM108$3.82K<0.1%+51+89.5%AddedHistory
KSSKOHLS CorpStock468$3.83K<0.1%−44−8.6%ReducedHistory
RMRRMR Group Inc.CL A230$3.83K<0.1%+230NewHistory
WSBFWaterstone Financial, Inc.COM285$3.83K<0.1%+3+1.1%AddedHistory
FFBCFirst Financial BancorpCOM154$3.85K<0.1%+68+79.1%AddedHistory
WNCWabash National CorpCOM349$3.86K<0.1%−61−14.9%ReducedHistory
KRNTKornit Digital Ltd.SHS203$3.87K<0.1%+200+6,666.7%AddedHistory
WORWorthington Enterprises, Inc.COM78$3.91K<0.1%+63+420.0%AddedHistory
PRGPROG Holdings, Inc.Stock147$3.91K<0.1%00.0%UnchangedHistory
CSTMConstellium SECL A SHS390$3.94K<0.1%+237+154.9%AddedHistory
AGXArgan IncStock30$3.94K<0.1%+3+11.1%AddedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM2,477$3.94K<0.1%−879−26.2%ReducedHistory
SYMSymbotic Inc.Stock195$3.94K<0.1%+162+490.9%AddedHistory
SRCE1st Source CorpCOM66$3.95K<0.1%+47+247.4%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