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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
CVICVR Energy IncCOM713$13.8K<0.1%+11+1.6%AddedHistory
RBCRBC Bearings INCCOM43$13.8K<0.1%+20+87.0%AddedHistory
American Centy ETF Tr025072885US EQT ETF150$13.9K<0.1%−1,365−90.1%Reduced–
BGRBlackRock Energy & Resources TrustCOM1,020$13.9K<0.1%00.0%UnchangedHistory
RKTRocket Companies, Inc.Stock1,154$13.9K<0.1%−65−5.3%ReducedHistory
UMBFUmb Financial CorpCOM138$14.0K<0.1%+10+7.8%AddedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF273$14.0K<0.1%−4,517−94.3%Reduced–
QLYSQualys, Inc.COM111$14.0K<0.1%+67+152.3%AddedHistory
KRGKite Realty Group TrustCOM NEW625$14.0K<0.1%+18+3.0%AddedHistory
BKEBuckle IncCOM365$14.0K<0.1%+240+192.0%AddedHistory
IMAXImax CorpCOM531$14.0K<0.1%+95+21.8%AddedHistory
STAGSTAG Industrial, Inc.COM388$14.0K<0.1%+234+151.9%AddedHistory
SKTTanger Inc.COM417$14.1K<0.1%−198−32.2%ReducedHistory
AKRAcadia Realty TrustCOM SH BEN INT675$14.1K<0.1%+63+10.3%AddedHistory
DYDycom Industries IncCOM93$14.2K<0.1%−248−72.7%ReducedHistory
CHXChampionX CorpCOM477$14.2K<0.1%+372+354.3%AddedHistory
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$14.2K<0.1%+226New–
VIRTVirtu Financial, Inc.CL A373$14.2K<0.1%+138+58.7%AddedHistory
DNOWDNOW Inc.COM834$14.2K<0.1%+77+10.2%AddedHistory
FBPFirst BancorpCOM NEW744$14.3K<0.1%+137+22.6%AddedHistory
ETF Ser Solutions26922A503VIDENTCORE EQ FD252$14.3K<0.1%+252New–
PACPacific Airport GroupSPON ADS B77$14.3K<0.1%+7+10.0%AddedHistory
TWSTTwist Bioscience CorpCOM364$14.3K<0.1%+291+398.6%AddedHistory
MKTXMarketaxess Holdings IncCOM67$14.5K<0.1%+50+294.1%AddedHistory
WHRWhirlpool CorpStock161$14.5K<0.1%−49−23.3%ReducedHistory
SIGSignet Jewelers LtdSHS250$14.5K<0.1%+121+93.8%AddedHistory
COLMColumbia Sportswear CoCOM192$14.5K<0.1%−16−7.7%ReducedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD456$14.6K<0.1%00.0%Unchanged–
JBLUJetBlue Airways CorpCOM3,033$14.6K<0.1%+541+21.7%AddedHistory
CPKChesapeake Utilities CorpCOM114$14.6K<0.1%+10+9.6%AddedHistory
LPXLouisiana-Pacific CorpCOM160$14.7K<0.1%−30−15.8%ReducedHistory
UGPUltrapar Holdings IncSP ADR REP COM4,786$14.7K<0.1%+591+14.1%AddedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK456$14.8K<0.1%00.0%UnchangedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS159$14.8K<0.1%−5−3.0%ReducedHistory
SMPLSimply Good Foods CoCOM429$14.8K<0.1%+39+10.0%AddedHistory
PAASPan American Silver CorpStock573$14.8K<0.1%+246+75.2%AddedHistory
RTORentokil Initial PLCSPONSORED ADR647$14.8K<0.1%+335+107.4%AddedHistory
CVLTCommvault Systems IncCOM94$14.8K<0.1%+30+46.9%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF633$14.8K<0.1%−4,665−88.1%Reduced–
JRSNuveen Real Estate Income FundCOM1,800$14.8K<0.1%00.0%UnchangedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK83$14.9K<0.1%+26+45.6%AddedHistory
SHOOSteven Madden, Ltd.COM560$14.9K<0.1%+382+214.6%AddedHistory
SOHUSohu.com LtdSPONSORED ADS1,133$14.9K<0.1%−151−11.8%ReducedHistory
LXPLXP Industrial TrustCOM1,726$14.9K<0.1%+403+30.5%AddedHistory
STEPStepStone Group Inc.COM CL A286$14.9K<0.1%+249+673.0%AddedHistory
GSLGlobal Ship Lease, Inc.COM CL A655$15.0K<0.1%+169+34.8%AddedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$15.0K<0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM102$15.0K<0.1%+46+82.1%AddedHistory
ABRArbor Realty Trust IncCOM1,276$15.0K<0.1%+171+15.5%AddedHistory
WESTWestrock Coffee CoCOM2,078$15.0K<0.1%+665+47.1%AddedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK497$15.0K<0.1%+153+44.5%AddedHistory
SIGISelective Insurance Group IncCOM164$15.0K<0.1%−90−35.4%ReducedHistory
MEOHMethanex CorpCOM429$15.1K<0.1%00.0%UnchangedHistory
ARAntero Resources CorpCOM373$15.1K<0.1%+229+159.0%AddedHistory
WGOWinnebago Industries IncCOM438$15.1K<0.1%+311+244.9%AddedHistory
ProShares Bitcoin ETF74347G440ETF825$15.1K<0.1%−482−36.9%Reduced–
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$15.1K<0.1%00.0%UnchangedHistory
VLYValley National BancorpCOM1,707$15.2K<0.1%+1,192+231.5%AddedHistory
BEBloom Energy CorpCOM CL A773$15.2K<0.1%+484+167.5%AddedHistory
CBTCabot CorpCOM183$15.2K<0.1%−625−77.4%ReducedHistory
STNGScorpio Tankers Inc.SHS405$15.2K<0.1%−574−58.6%ReducedHistory
BCHBank of ChileSPONSORED ADS575$15.2K<0.1%−80−12.2%ReducedHistory
MRNAModerna, Inc.Stock540$15.3K<0.1%+365+208.6%AddedHistory
TRINTrinity Capital Inc.COM1,011$15.3K<0.1%−257−20.3%ReducedHistory
ENREnergizer Holdings, Inc.COM513$15.3K<0.1%+83+19.3%AddedHistory
Tidal Trust I886364645SONICSHARES GBL584$15.4K<0.1%00.0%Unchanged–
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF490$15.4K<0.1%−24−4.7%Reduced–
RGTIRigetti Computing, Inc.COMMON STOCK1,943$15.4K<0.1%+98+5.3%AddedHistory
FLRFluor CorpStock430$15.4K<0.1%+395+1,128.6%AddedHistory
VMIValmont Industries IncCOM54$15.4K<0.1%+17+45.9%AddedHistory
GRALGRAIL, Inc.COM604$15.4K<0.1%+326+117.3%AddedHistory
iShares Tr46432F875MRNGSTR INC ETF769$15.4K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL383$15.5K<0.1%−344−47.3%Reduced–
GGBGerdau S.A.SPON ADR REP PFD5,471$15.5K<0.1%+35+0.6%AddedHistory
FHBFirst Hawaiian, Inc.COM636$15.5K<0.1%−12−1.9%ReducedHistory
CWCurtiss Wright CorpStock49$15.5K<0.1%−209−81.0%ReducedHistory
RRXRegal Rexnord CorpCOM137$15.6K<0.1%+40+41.2%AddedHistory
FNFabrinetSHS79$15.6K<0.1%+41+107.9%AddedHistory
PKPark Hotels & Resorts Inc.COM1,465$15.6K<0.1%+317+27.6%AddedHistory
PCHPotlatchdeltic CorpCOM347$15.7K<0.1%+115+49.6%AddedHistory
TALTAL Education GroupSPONSORED ADS1,186$15.7K<0.1%−3,687−75.7%ReducedHistory
BFHBread Financial Holdings, Inc.COM313$15.7K<0.1%+60+23.7%AddedHistory
CVBFCVB Financial CorpCOM852$15.7K<0.1%+216+34.0%AddedHistory
WSBCWesbanco IncCOM509$15.8K<0.1%+487+2,213.6%AddedHistory
Capital Group International14021T102SHS607$15.8K<0.1%+607New–
CRCrane CoCOMMON STOCK103$15.8K<0.1%+31+43.1%AddedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$15.9K<0.1%−1−0.1%ReducedHistory
ESGREnstar Group LTDSHS48$16.0K<0.1%+20+71.4%AddedHistory
CHWCalamos Global Dynamic Income FundCOM2,500$16.0K<0.1%−1,059−29.8%ReducedHistory
GAINGladstone Investment CorporationdeCEF1,200$16.0K<0.1%00.0%UnchangedHistory
CBUCommunity Financial System, Inc.COM282$16.0K<0.1%+60+27.0%AddedHistory
CWTCalifornia Water Service GroupCOM332$16.1K<0.1%+3+0.9%AddedHistory
CRSCarpenter Technology CorpCOM89$16.1K<0.1%−580−86.7%ReducedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM161$16.2K<0.1%+39+32.0%AddedHistory
CLBKColumbia Financial, Inc.COM1,078$16.2K<0.1%+665+161.0%AddedHistory
INTAIntapp, Inc.COM277$16.2K<0.1%−12−4.2%ReducedHistory
AVTRAvantor, Inc.COM998$16.2K<0.1%−174−14.8%ReducedHistory
ASHAshland Inc.COM273$16.2K<0.1%+2+0.7%AddedHistory
WFRDWeatherford International plcORD SHS303$16.2K<0.1%+114+60.3%AddedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF336$16.3K<0.1%−329−49.5%Reduced–

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