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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
HYHyster-Yale, Inc.CL A1$42<0.1%−4−80.0%ReducedHistory
XBITXBiotech Inc.COM13$42<0.1%+13NewHistory
CLDTChatham Lodging TrustCOM6$43<0.1%+6NewHistory
LYRALyra Therapeutics, Inc.COM343$43<0.1%+224+188.2%AddedHistory
VMDViemed Healthcare, Inc.COM6$44<0.1%+6NewHistory
SWIMLatham Group, Inc.COM7$45<0.1%−5−41.7%ReducedHistory
CATXPerspective Therapeutics, Inc.COM NEW21$45<0.1%+21NewHistory
NWFLNorwood Financial CorpCOM2$48<0.1%+2NewHistory
GENCGencor Industries IncCOM4$49<0.1%−10−71.4%ReducedHistory
DLOdLocal LtdCLASS A COM6$50<0.1%00.0%UnchangedHistory
LCTXLineage Cell Therapeutics, Inc.COM111$50<0.1%+111NewHistory
SSTSystem1, Inc.COMMON STOCK130$50<0.1%+130NewHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1$51<0.1%+1New–
IDTIdt CorpCL B NEW1$51<0.1%+1NewHistory
LENZLENZ Therapeutics, Inc.COM2$51<0.1%+2NewHistory
MPBMid Penn Bancorp IncCOM2$52<0.1%−27−93.1%ReducedHistory
CCCCC4 Therapeutics, Inc.COM STK33$53<0.1%+29+725.0%AddedHistory
NKSHNational Bankshares IncCOM2$53<0.1%+2NewHistory
PEBKPeoples Bancorp of North Carolina IncCOM2$54<0.1%+1+100.0%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK11$54<0.1%+9+450.0%AddedHistory
Tevogen Inc.G8028L107CLASS A ORD50$54<0.1%+49+4,900.0%Added–
MCBMetropolitan Bank Holding Corp.COM1$56<0.1%+1NewHistory
CTNMContineum Therapeutics, Inc.CL A8$56<0.1%+5+166.7%AddedHistory
VRCAVerrica Pharmaceuticals Inc.COM126$56<0.1%+126NewHistory
LYELLyell Immunopharma, Inc.COM106$57<0.1%+106NewHistory
REKRRekor Systems, Inc.COM65$58<0.1%+65NewHistory
PROPPrairie Operating Co.Stock11$59<0.1%+11NewHistory
LBTYKLiberty Global Ltd.COM CL C5$60<0.1%00.0%UnchangedHistory
MNTKMontauk Renewables, Inc.COM29$61<0.1%+29NewHistory
BPRNPrinceton Bancorp, Inc.COM2$61<0.1%+2NewHistory
MRDNMeridian Holdings Inc.COM31$61<0.1%+31NewHistory
KODKodiak Sciences Inc.COM22$62<0.1%+22NewHistory
RGCORGC Resources IncCOM3$63<0.1%+3NewHistory
EVCEntravision Communications CorpCL A30$63<0.1%−766−96.2%ReducedHistory
TRVITrevi Therapeutics, Inc.COM10$63<0.1%+10NewHistory
CAMPCamp4 Therapeutics CorpCOM16$64<0.1%+16NewHistory
DXLGDestination XL Group, Inc.COM44$64<0.1%+44NewHistory
DTIDrilling Tools International CorpCOM27$64<0.1%+27NewHistory
MBXMBX Biosciences, Inc.COM9$66<0.1%+9NewHistory
LVWRLiveWire Group, Inc.COM34$68<0.1%+24+240.0%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1$69<0.1%−10−90.9%Reduced–
SYBTStock Yards Bancorp, Inc.COM1$69<0.1%−14−93.3%ReducedHistory
AVAHAveanna Healthcare Holdings, Inc.COM13$70<0.1%+13NewHistory
INMBInmune Bio, Inc.COM9$70<0.1%+9NewHistory
CLNEClean Energy Fuels Corp.COM46$71<0.1%−254−84.7%ReducedHistory
ATOSAtossa Therapeutics, Inc.COM105$71<0.1%+73+228.1%AddedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH1$72<0.1%00.0%Unchanged–
AIRSAirsculpt Technologies, Inc.COM31$72<0.1%+31NewHistory
OESXOrion Energy Systems, Inc.COM100$72<0.1%00.0%UnchangedHistory
CASHPathward Financial, Inc.COM1$73<0.1%−10−90.9%ReducedHistory
JBIOJade Biosciences, Inc.COM30$75<0.1%+30NewHistory
BSVNBank7 Corp.COM2$77<0.1%−6−75.0%ReducedHistory
VALUValue Line IncCOM2$77<0.1%+2NewHistory
ENFNEnfusion, Inc.CL A7$78<0.1%−33−82.5%ReducedHistory
RGLSRegulus Therapeutics Inc.COM46$81<0.1%−36−43.9%ReducedHistory
OPADOfferpad Solutions Inc.COM CL A49$81<0.1%+6+14.0%AddedHistory
CIXCompx International IncCL A4$83<0.1%+4NewHistory
MGNXMacrogenics IncCOM65$83<0.1%+43+195.5%AddedHistory
INBXInhibrx Biosciences, Inc.COM6$84<0.1%00.0%UnchangedHistory
PLRXPliant Therapeutics, Inc.COM62$84<0.1%+62NewHistory
TYRATyra Biosciences, Inc.COM9$84<0.1%+9NewHistory
WOWWideOpenWest, Inc.COM17$84<0.1%+17NewHistory
HUMAHumacyte, Inc.COM50$85<0.1%+47+1,566.7%AddedHistory
AFRIForafric Global PLCORDINARY SHARES10$86<0.1%+6+150.0%AddedHistory
IIIInformation Services Group Inc.COM22$86<0.1%+22NewHistory
USLMUnited States Lime & Minerals IncCOM1$88<0.1%−4−80.0%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM25$89<0.1%00.0%UnchangedHistory
BHBBar Harbor BanksharesCOM3$89<0.1%+3NewHistory
FIRYFiry Inc.COM CL A20$90<0.1%+20NewHistory
PIImpinj IncCOM1$91<0.1%−7−87.5%ReducedHistory
MAMAMama's Creations, Inc.COM14$91<0.1%00.0%UnchangedHistory
EAFGraftech International LtdCOM107$94<0.1%+102+2,040.0%AddedHistory
NMRANeumora Therapeutics, Inc.COM95$95<0.1%+92+3,066.7%AddedHistory
PAYOPayoneer Global Inc.COM13$95<0.1%−133−91.1%ReducedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT40$96<0.1%−8−16.7%ReducedHistory
SLNDSouthland Holdings, Inc.COM32$96<0.1%+32NewHistory
TEADTeads Holding Co.COM26$97<0.1%+23+766.7%AddedHistory
MYFWFirst Western Financial IncCOM5$98<0.1%+5NewHistory
LWAYLifeway Foods, Inc.COM4$98<0.1%+4NewHistory
LOGCContextLogic Holdings Inc.CL A NEW14$98<0.1%+14NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%Unchanged–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%Unchanged–
EVCMEverCommerce Inc.COM10$101<0.1%−32−76.2%ReducedHistory
AEHRAehr Test SystemsCOM14$102<0.1%−29−67.4%ReducedHistory
ATLCAtlanticus Holdings CorpCOM2$102<0.1%+2NewHistory
BDTXBlack Diamond Therapeutics, Inc.COM66$102<0.1%+66NewHistory
KROSKeros Therapeutics, Inc.COM10$102<0.1%+10NewHistory
BTMDbiote Corp.CLASS A COM31$103<0.1%+10+47.6%AddedHistory
RRBIRed River Bancshares IncCOM2$103<0.1%+2NewHistory
CGCCanopy Growth CorpCOM NEW113$103<0.1%00.0%UnchangedHistory
ZVRAZevra Therapeutics, Inc.COM NEW14$105<0.1%+9+180.0%AddedHistory
RDNWRideNow Group, Inc.COM CL B38$107<0.1%+22+137.5%AddedHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK5$107<0.1%00.0%UnchangedHistory
STRWStrawberry Fields REIT, Inc.COM9$107<0.1%+9NewHistory
PKEPark Aerospace CorpCOM8$108<0.1%+7+700.0%AddedHistory
PKOHPark Ohio Holdings CorpCOM5$108<0.1%+3+150.0%AddedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS13$110<0.1%−11−45.8%ReducedHistory
SLDPSolid Power, Inc.CLASS A COM106$111<0.1%+106NewHistory
MBCNMiddlefield Banc CorpCOM NEW4$112<0.1%+4NewHistory
COGTCogent Biosciences, Inc.COM19$114<0.1%+2+11.8%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