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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
TEXTerex CorpStock221$8.35K<0.1%+110+99.1%AddedHistory
AGFirst Majestic Silver CorpCOM1,249$8.36K<0.1%+12+1.0%AddedHistory
HCSGHealthcare Services Group IncCOM830$8.37K<0.1%+69+9.1%AddedHistory
ASAmer Sports, Inc.COM SHS313$8.37K<0.1%+313NewHistory
ADUSAddus HomeCare CorpCOM85$8.41K<0.1%−4−4.5%ReducedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A379$8.42K<0.1%+366+2,815.4%AddedHistory
DEIDouglas Emmett IncCOM528$8.45K<0.1%−59−10.1%ReducedHistory
ONBOld National BancorpStock399$8.46K<0.1%+96+31.7%AddedHistory
SSLSasol LtdSPONSORED ADR2,003$8.47K<0.1%−944−32.0%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM133$8.49K<0.1%+17+14.7%AddedHistory
QSQuantumScape CorpCOM CL A2,041$8.49K<0.1%−11,117−84.5%ReducedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$8.49K<0.1%00.0%Unchanged–
NIUNiu TechnologiesADS2,087$8.52K<0.1%+190+10.0%AddedHistory
BITBBitwise Bitcoin ETFSHS BEN INT190$8.53K<0.1%+190NewHistory
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8.53K<0.1%00.0%Unchanged–
VCVisteon CorpCOM NEW110$8.54K<0.1%+14+14.6%AddedHistory
DVDoubleVerify Holdings, Inc.COM640$8.56K<0.1%−422−39.7%ReducedHistory
Subversive Congressional Democrats Trading ETF886364199ETF238$8.56K<0.1%+62+35.2%Added–
ICLRIcon PLCCOM49$8.57K<0.1%−16−24.6%ReducedHistory
SVMSilvercorp Metals IncCOM2,216$8.58K<0.1%+37+1.7%AddedHistory
PLURPluri Inc.COM2,000$8.60K<0.1%00.0%UnchangedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR1,882$8.62K<0.1%−2,030−51.9%ReducedHistory
WisdomTree Tr97717X511YIELD ENHANCD US199$8.64K<0.1%+199New–
NOGNorthern Oil & Gas, Inc.COM286$8.64K<0.1%+140+95.9%AddedHistory
FOURShift4 Payments, Inc.CL A106$8.66K<0.1%−2,166−95.3%ReducedHistory
PYCRPaycor HCM, Inc.COM386$8.66K<0.1%+112+40.9%AddedHistory
DXCDXC Technology CoStock510$8.70K<0.1%−384−43.0%ReducedHistory
AROWArrow Financial CorpCOM331$8.70K<0.1%+6+1.8%AddedHistory
NHINational Health Investors IncCOM118$8.72K<0.1%−62−34.4%ReducedHistory
NVSTEnvista Holdings CorpCOM505$8.72K<0.1%−395−43.9%ReducedHistory
THSTreeHouse Foods, Inc.COM322$8.72K<0.1%+299+1,300.0%AddedHistory
ATROAstronics CorpCOM361$8.73K<0.1%+104+40.5%AddedHistory
GMEGameStop Corp.Stock391$8.73K<0.1%+87+28.6%AddedHistory
Summit Therapeutics Inc Com86627R102Stock453$8.74K<0.1%+35+8.4%Added–
COLLCollegium Pharmaceutical, IncCOM294$8.78K<0.1%−20−6.4%ReducedHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN497$8.79K<0.1%−3−0.6%Reduced–
RVLVRevolve Group, Inc.CL A410$8.81K<0.1%+58+16.5%AddedHistory
REZIResideo Technologies, Inc.Stock499$8.83K<0.1%+34+7.3%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,611$8.86K<0.1%−424−20.8%ReducedHistory
FMBHFirst Mid Bancshares, Inc.COM254$8.87K<0.1%+67+35.8%AddedHistory
CCChemours CoStock656$8.88K<0.1%+335+104.4%AddedHistory
Alps ETF Tr00162Q726BARRONS 400 ETF128$8.88K<0.1%00.0%Unchanged–
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q254$8.88K<0.1%00.0%Unchanged–
NATLNCR Atleos CorpCOM SHS337$8.89K<0.1%+43+14.6%AddedHistory
Two Harbors Investment Corp.90187B804COM667$8.91K<0.1%+248+59.2%Added–
SYNASYNAPTICS IncStock140$8.92K<0.1%+105+300.0%AddedHistory
CHCOCity Holding CoCOM76$8.93K<0.1%+24+46.2%AddedHistory
CNMCore & Main, Inc.CL A185$8.94K<0.1%+69+59.5%AddedHistory
AAMIAcadian Asset Management Inc.COM347$8.97K<0.1%+1+0.3%AddedHistory
WTFCWintrust Financial CorpCOM80$9.00K<0.1%−10−11.1%ReducedHistory
LZBLa-Z-Boy IncCOM231$9.03K<0.1%+8+3.6%AddedHistory
VSATViasat IncCOM874$9.11K<0.1%−422−32.6%ReducedHistory
ACLSAxcelis Technologies IncStock184$9.14K<0.1%+78+73.6%AddedHistory
BLDQXO Insulation, LLCStock30$9.15K<0.1%+10+50.0%AddedHistory
CFLTConfluent, Inc.CLASS A COM391$9.16K<0.1%−406−50.9%ReducedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN233$9.18K<0.1%+192+468.3%AddedHistory
IIPRInnovative Industrial Properties IncCOM170$9.20K<0.1%+31+22.3%AddedHistory
PMTPennyMac Mortgage Investment TrustCOM628$9.20K<0.1%+181+40.5%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US415$9.21K<0.1%00.0%Unchanged–
American Centy ETF Tr025072182AVANTIS MODERAT160$9.27K<0.1%+16+11.1%Added–
MSBMesabi TrustCTF BEN INT345$9.31K<0.1%00.0%UnchangedHistory
SCLStepan CoCOM170$9.36K<0.1%+155+1,033.3%AddedHistory
VanEck ETF Trust92189F429PREFERRED SECURT559$9.37K<0.1%00.0%Unchanged–
VVRInvesco Senior Income TrustCOM2,500$9.38K<0.1%00.0%UnchangedHistory
TLNTalen Energy CorpCOM47$9.38K<0.1%+32+213.3%AddedHistory
JLSNuveen Mortgage & Income FundCOM500$9.38K<0.1%00.0%UnchangedHistory
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.44K<0.1%00.0%UnchangedHistory
VSTSVestis CorpCOM SHS954$9.45K<0.1%+913+2,226.8%AddedHistory
GRBKGreen Brick Partners, Inc.COM162$9.45K<0.1%+85+110.4%AddedHistory
AATAmerican Assets Trust, Inc.COM470$9.46K<0.1%−29−5.8%ReducedHistory
AIRAar CorpStock169$9.46K<0.1%+24+16.6%AddedHistory
BCPCBalchem CorpCOM57$9.46K<0.1%+11+23.9%AddedHistory
AUTLAutolus Therapeutics plcSPON ADS6,112$9.47K<0.1%+6,112NewHistory
CWSTCasella Waste Systems IncCL A85$9.48K<0.1%+48+129.7%AddedHistory
ALVAutoliv IncCOM107$9.48K<0.1%+87+435.0%AddedHistory
WABCWestamerica BancorporationCOM188$9.52K<0.1%+98+108.9%AddedHistory
ACMAecomCOM103$9.55K<0.1%+42+68.9%AddedHistory
GEFGreif, IncCL A174$9.57K<0.1%+44+33.8%AddedHistory
CENXCentury Aluminum CoCOM516$9.58K<0.1%+66+14.7%AddedHistory
PFGCPerformance Food Group CoCOM122$9.59K<0.1%+28+29.8%AddedHistory
Fidelity MSCI Energy Index ETF316092402ETF376$9.61K<0.1%+3+0.8%Added–
HLHecla Mining CoCOM1,731$9.62K<0.1%+358+26.1%AddedHistory
ENVAEnova International, Inc.COM100$9.66K<0.1%+54+117.4%AddedHistory
ASANAsana, Inc.CL A663$9.66K<0.1%+618+1,373.3%AddedHistory
BBDBank BradescoSP ADR PFD NEW4,332$9.66K<0.1%+4,101+1,775.3%AddedHistory
KOPKoppers Holdings Inc.COM346$9.69K<0.1%+182+111.0%AddedHistory
MANUManchester United plcORD CL A741$9.70K<0.1%−1,368−64.9%ReducedHistory
WisdomTree Tr97717W208US HIGH DIVIDEND98$9.72K<0.1%+98New–
NUSNu Skin Enterprises, Inc.CL A1,342$9.74K<0.1%+750+126.7%AddedHistory
RDDTReddit, Inc.Stock93$9.76K<0.1%−78−45.6%ReducedHistory
KWRQuaker Chemical CorpCOM79$9.77K<0.1%+64+426.7%AddedHistory
SWXSouthwest Gas Holdings, Inc.COM136$9.77K<0.1%+13+10.6%AddedHistory
HTOH2O AmericaCOM179$9.79K<0.1%+94+110.6%AddedHistory
LADRLadder Capital CorpCL A858$9.79K<0.1%−595−40.9%ReducedHistory
OTTROtter Tail CorpCOM122$9.80K<0.1%+91+293.5%AddedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF204$9.82K<0.1%+3+1.5%Added–
Goldman Sachs ETF Tr38149W788CMN301$9.90K<0.1%00.0%Unchanged–
GBCIGlacier Bancorp, Inc.COM224$9.91K<0.1%+67+42.7%AddedHistory
KRYSKrystal Biotech, Inc.COM55$9.92K<0.1%+32+139.1%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock269$9.93K<0.1%+87+47.8%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