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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
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$5.99K<0.1%+200New–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6.00K<0.1%00.0%UnchangedHistory
TCPCBlackRock TCP Capital Corp.COM750$6.01K<0.1%−1−0.1%ReducedHistory
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$6.01K<0.1%−650−64.4%Reduced–
Listed FD Tr53656F789ROUNDHILL SPORTS320$6.01K<0.1%00.0%Unchanged–
Kraneshares Tr500767645KFA VAL LIN DYNM243$6.02K<0.1%00.0%Unchanged–
CENTACentral Garden & Pet CoCL A NON-VTG184$6.02K<0.1%+102+124.4%AddedHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$6.03K<0.1%00.0%Unchanged–
RUNSunrun Inc.COM1,030$6.04K<0.1%+634+160.1%AddedHistory
ALKTAlkami Technology, Inc.Stock230$6.04K<0.1%+46+25.0%AddedHistory
DMCDel Monte CorpORD196$6.04K<0.1%+59+43.1%AddedHistory
TNKTeekay Tankers Ltd.CL A158$6.05K<0.1%+33+26.4%AddedHistory
THRMGentherm IncCOM228$6.10K<0.1%+228NewHistory
NATNordic American Tankers LtdCOM2,491$6.13K<0.1%+1,851+289.2%AddedHistory
UAUnder Armour, Inc.CL C1,030$6.13K<0.1%−40−3.7%ReducedHistory
MUSAMurphy USA Inc.COM13$6.13K<0.1%−335−96.3%ReducedHistory
HTGCHercules Capital, Inc.COM321$6.17K<0.1%00.0%UnchangedHistory
IBPInstalled Building Products, Inc.COM36$6.17K<0.1%+29+414.3%AddedHistory
TREELendingTree, Inc.COM123$6.18K<0.1%+76+161.7%AddedHistory
GKOSGLAUKOS CorpCOM63$6.20K<0.1%+50+384.6%AddedHistory
Paramount Global92556H206CL B519$6.21K<0.1%−453−46.6%Reduced–
LEGLeggett & Platt IncStock786$6.22K<0.1%−670−46.0%ReducedHistory
VRRMVerra Mobility CorpCL A COM STK277$6.24K<0.1%+39+16.4%AddedHistory
ONCBeOne Medicines Ltd.ADR23$6.26K<0.1%+2+9.5%AddedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE456$6.26K<0.1%−2−0.4%Reduced–
AZZAzz IncCOM75$6.27K<0.1%+17+29.3%AddedHistory
COMPCompass, Inc.CL A720$6.29K<0.1%+497+222.9%AddedHistory
BRZEBraze, Inc.Stock175$6.31K<0.1%−764−81.4%ReducedHistory
OIO-I Glass, Inc.COM551$6.32K<0.1%+500+980.4%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM261$6.33K<0.1%+162+163.6%AddedHistory
UHAL.BU-Haul Holding CoCOM SER N107$6.33K<0.1%+50+87.7%AddedHistory
BMRCBank of Marin BancorpCOM287$6.33K<0.1%+1+0.3%AddedHistory
IAGIamgold CorpCOM1,014$6.34K<0.1%−151−13.0%ReducedHistory
TTEKTetra Tech IncCOM217$6.35K<0.1%+11+5.3%AddedHistory
FOLDAmicus Therapeutics, Inc.COM778$6.35K<0.1%−416−34.8%ReducedHistory
FULTFulton Financial CorpCOM351$6.35K<0.1%+121+52.6%AddedHistory
ODDOddity Tech LtdSHS CL A147$6.36K<0.1%+147NewHistory
EBCEastern Bankshares, Inc.COM388$6.36K<0.1%+262+207.9%AddedHistory
iShares Tr46434V639CUR HD EURZN ETF164$6.39K<0.1%+164New–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6.39K<0.1%00.0%Unchanged–
SBCFSeacoast Banking Corp of FloridaCOM NEW249$6.41K<0.1%+249NewHistory
RDUSRadius Recycling, Inc.CL A222$6.41K<0.1%+193+665.5%AddedHistory
TXTernium S.A.SPONSORED ADS206$6.42K<0.1%−63−23.4%ReducedHistory
iShares Tr46435G326CORE MSCI INTL93$6.43K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6.44K<0.1%+131New–
Vanguard World FD921910873MEGA CAP INDEX32$6.44K<0.1%+23+255.6%Added–
PDCOPatterson Companies, Inc.COM207$6.47K<0.1%+176+567.7%AddedHistory
SAFESafehold Inc.COM346$6.48K<0.1%+73+26.7%AddedHistory
ALBAlbemarle CorpStock90$6.48K<0.1%−192−68.1%ReducedHistory
UBSIUnited Bankshares IncCOM187$6.48K<0.1%+139+289.6%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP125$6.49K<0.1%00.0%Unchanged–
TECHBIO-TECHNE CorpCOM111$6.51K<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A86$6.53K<0.1%−799−90.3%ReducedHistory
STVNStevanato Group S.p.A.ORD SHS320$6.53K<0.1%+3+0.9%AddedHistory
OXMOxford Industries IncCOM112$6.57K<0.1%+76+211.1%AddedHistory
FSLYFastly, Inc.CL A1,042$6.60K<0.1%−115−9.9%ReducedHistory
MORNMorningstar, Inc.COM22$6.60K<0.1%+2+10.0%AddedHistory
GSHDGoosehead Insurance, Inc.COM CL A56$6.61K<0.1%+9+19.1%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM20$6.62K<0.1%+2+11.1%AddedHistory
YEXTYext, Inc.COM1,080$6.65K<0.1%+66+6.5%AddedHistory
AURAurora Innovation, Inc.CLASS A COM994$6.68K<0.1%+588+144.8%AddedHistory
WAFDWafd IncStock234$6.69K<0.1%+204+680.0%AddedHistory
NENoble Corp plcORD SHS A283$6.71K<0.1%+201+245.1%AddedHistory
USOUnited States Oil Fund, LPUNITS87$6.73K<0.1%00.0%UnchangedHistory
CRDOCredo Technology Group Holding LtdStock168$6.75K<0.1%+128+320.0%AddedHistory
FRMEFirst Merchants CorpCOM167$6.75K<0.1%+130+351.4%AddedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6.76K<0.1%00.0%Unchanged–
NVEENV5 Global, Inc.COM351$6.76K<0.1%+351NewHistory
RPDRapid7, Inc.COM256$6.79K<0.1%+79+44.6%AddedHistory
RKLBRocket Lab CorpCOM380$6.79K<0.1%+323+566.7%AddedHistory
SKXSkechers USA IncCL A120$6.81K<0.1%−416−77.6%ReducedHistory
ASBAssociated Banc-CorpCOM303$6.83K<0.1%+169+126.1%AddedHistory
GBDCGolub Capital BDC, Inc.COM453$6.86K<0.1%−229−33.6%ReducedHistory
BTGB2GOLD CorpCOM2,407$6.86K<0.1%−157−6.1%ReducedHistory
INFAInformatica Inc.COM CL A394$6.88K<0.1%−275−41.1%ReducedHistory
AMWDAmerican Woodmark CorpCOM117$6.88K<0.1%+108+1,200.0%AddedHistory
CLSKCleanspark, Inc.COM NEW1,025$6.89K<0.1%+757+282.5%AddedHistory
ATKRAtkore Inc.COM115$6.90K<0.1%+63+121.2%AddedHistory
EGHT8X8 IncCOM3,451$6.90K<0.1%−2,781−44.6%ReducedHistory
BZHBeazer Homes USA IncCOM NEW339$6.91K<0.1%+326+2,507.7%AddedHistory
BIRKBirkenstock Holding plcCOM SHS151$6.92K<0.1%+151NewHistory
CHWYChewy, Inc.CL A213$6.92K<0.1%+107+100.9%AddedHistory
AFYAAfya LtdCL A COM387$6.94K<0.1%−62−13.8%ReducedHistory
iShares Tr464287515EXPANDED TECH78$6.94K<0.1%00.0%Unchanged–
GEOGeo Group IncCOM238$6.95K<0.1%+6+2.6%AddedHistory
ENSEnerSysCOM76$6.96K<0.1%+18+31.0%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW687$6.97K<0.1%+425+162.2%AddedHistory
LPGDorian LPG Ltd.SHS USD312$6.97K<0.1%−14−4.3%ReducedHistory
DLXDeluxe CorpCOM441$6.97K<0.1%−12−2.6%ReducedHistory
VERXVertex, Inc.Stock200$7.00K<0.1%+13+7.0%AddedHistory
Tidal ETF Tr886364181UNUSUAL WHALE SU229$7.00K<0.1%+39+20.5%Added–
PLABPhotronics IncCOM339$7.04K<0.1%+281+484.5%AddedHistory
PTVEPactiv Evergreen Inc.COM391$7.04K<0.1%+66+20.3%AddedHistory
APGAPi Group CorpCOM STK197$7.04K<0.1%+48+32.2%AddedHistory
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF34$7.05K<0.1%+1+3.0%Added–
GNKGenco Shipping & Trading LtdSHS528$7.05K<0.1%+491+1,327.0%AddedHistory
Ssga Active Tr78470P309ST STR MARKE ETF164$7.05K<0.1%+2+1.2%Added–
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK556$7.08K<0.1%+453+439.8%AddedHistory
CWHCamping World Holdings, Inc.CL A439$7.09K<0.1%+272+162.9%AddedHistory
DBRGDigitalBridge Group, Inc.CL A NEW806$7.11K<0.1%+89+12.4%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