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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
INDIindie Semiconductor, Inc.CLASS A COM95$193<0.1%+87+1,087.5%AddedHistory
TAYDTaylor Devices, Inc.COM6$194<0.1%+6NewHistory
TLSTelos CorpCOM82$195<0.1%+75+1,071.4%AddedHistory
YMABY-mAbs Therapeutics, Inc.COM44$195<0.1%+44NewHistory
OPRXOptimizeRx CorpCOM NEW23$199<0.1%+23NewHistory
PBFSPioneer Bancorp, Inc.COM17$199<0.1%+17NewHistory
VCSAVacasa, Inc.CLASS A COM37$199<0.1%+37NewHistory
SGSweetgreen, Inc.COM CL A8$200<0.1%−34−81.0%ReducedHistory
TCXTucows IncCOM NEW12$203<0.1%+12NewHistory
TASKTaskUs, Inc.CLASS A COM15$204<0.1%+9+150.0%AddedHistory
TITNTitan Machinery Inc.COM12$204<0.1%+12NewHistory
SVRASavara IncCOM74$205<0.1%+74NewHistory
KPLTKatapult Holdings, Inc.COM20$205<0.1%+20NewHistory
LCUTLifetime Brands, IncCOM42$207<0.1%−444−91.4%ReducedHistory
PLSEPulse Biosciences, Inc.COM13$209<0.1%+11+550.0%AddedHistory
NGNENeurogene Inc.COM18$211<0.1%+18NewHistory
AVDLAvadel Pharmaceuticals PLCStock27$211<0.1%−250−90.3%ReducedHistory
AAOIApplied Optoelectronics, Inc.COM14$215<0.1%+8+133.3%AddedHistory
CADLCandel Therapeutics, Inc.COM38$215<0.1%+38NewHistory
CCBGCapital City Bank Group IncCOM6$216<0.1%−9−60.0%ReducedHistory
DOMOHuckleberry.ai, Inc.Stock28$217<0.1%+25+833.3%AddedHistory
NRCNRC HealthCOM NEW17$218<0.1%+9+112.5%AddedHistory
CHCTCommunity Healthcare Trust IncCOM12$218<0.1%+12NewHistory
PALProficient Auto Logistics, IncCOM26$218<0.1%+26NewHistory
TPICQTpi Composites, IncCOM275$221<0.1%−186−40.3%ReducedHistory
TRNSTranscat IncCOM3$223<0.1%00.0%UnchangedHistory
TRAKReposiTrak, Inc.COM NEW11$223<0.1%+11NewHistory
MCFTMasterCraft Boat Holdings, Inc.COM13$224<0.1%00.0%UnchangedHistory
CURVTorrid Holdings Inc.COM41$225<0.1%+26+173.3%AddedHistory
CBNKCapital Bancorp IncCOM8$227<0.1%+8NewHistory
ASIXAdvanSix Inc.COM10$228<0.1%−6−37.5%ReducedHistory
PSQHPSQ Holdings, Inc.CL A100$229<0.1%00.0%UnchangedHistory
MKTWMarketwise, Inc.COM NEW CL A466$230<0.1%+466NewHistory
RXTRackspace Technology, Inc.COM136$230<0.1%+105+338.7%AddedHistory
RDWRedwire CorpStock28$232<0.1%+28NewHistory
PHATPhathom Pharmaceuticals, Inc.COM37$232<0.1%+16+76.2%AddedHistory
HNRGHallador Energy CoStock19$233<0.1%+18+1,800.0%AddedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK87$233<0.1%+87NewHistory
JILLJ.Jill, Inc.COM12$234<0.1%+8+200.0%AddedHistory
PROKProkidney Corp.COMMON STOCK267$234<0.1%+230+621.6%AddedHistory
UPWKUpwork, IncCOM18$235<0.1%+15+500.0%AddedHistory
DNTHDianthus Therapeutics, Inc.COM13$236<0.1%+13NewHistory
NRGVEnergy Vault Holdings, Inc.COM339$236<0.1%+321+1,783.3%AddedHistory
LUNGPulmonx CorpCOM35$236<0.1%+19+118.8%AddedHistory
SLRNACELYRIN, Inc.COM96$237<0.1%+96NewHistory
LINCLincoln Educational Services CorpCOM15$238<0.1%+15NewHistory
HONEHarborOne Bancorp, Inc.COM NEW23$239<0.1%+23NewHistory
HFFGHF Foods Group Inc.COM49$240<0.1%+49NewHistory
MITKMitek Systems IncCOM NEW29$240<0.1%+11+61.1%AddedHistory
KLRSKalaris Therapeutics, Inc.COM30$241<0.1%−0−0.7%ReducedConverted for a 1-for-23 splitHistory
NODKNI Holdings, Inc.COM17$242<0.1%−4−19.0%ReducedHistory
SCPHscPharmaceuticals Inc.COM92$242<0.1%+46+100.0%AddedHistory
GUTSFractyl Health, Inc.COM205$244<0.1%+205NewHistory
DMRCDigimarc CorpCOM19$244<0.1%+15+375.0%AddedHistory
KSCPKnightscope, Inc.CL A NEW87$245<0.1%+87NewHistory
ATLOAmes National CorpCOM14$245<0.1%+14NewHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$247<0.1%00.0%Unchanged–
NCNOnCino, Inc.COM9$247<0.1%−93−91.2%ReducedHistory
ACNBAcnb CorpCOM6$247<0.1%+6NewHistory
NWPXNWPX Infrastructure, Inc.COM6$248<0.1%−4−40.0%ReducedHistory
SKYTSkyWater Technology, LLCCOM35$248<0.1%+13+59.1%AddedHistory
Metals Acquisition CorpG60405100SHS CL A26$248<0.1%−23−46.9%Reduced–
RLAYRelay Therapeutics, Inc.COM95$249<0.1%−2,433−96.2%ReducedHistory
MVISMicrovision, Inc.COM NEW202$250<0.1%+202NewHistory
ALTIAlTi Global, Inc.CL A83$252<0.1%+66+388.2%AddedHistory
LWLGLightwave Logic, Inc.COM248$254<0.1%+248NewHistory
MLYSMineralys Therapeutics, Inc.COM16$254<0.1%+16NewHistory
BRCCBRC Inc.COM CL A122$255<0.1%+87+248.6%AddedHistory
ELVNEnliven Therapeutics, Inc.COM13$256<0.1%+11+550.0%AddedHistory
HRTXHeron Therapeutics, Inc.COM117$257<0.1%+84+254.5%AddedHistory
POWWOutdoor Holding CoCOM186$257<0.1%+186NewHistory
MBLYMobileye Global Inc.Stock18$259<0.1%00.0%UnchangedHistory
EEXEmerald Holding, Inc.COM66$259<0.1%+45+214.3%AddedHistory
CRGXCARGO Therapeutics, Inc.COM64$260<0.1%+64NewHistory
KWYKINGSWAY CorpCOM NEW33$261<0.1%+4+13.8%AddedHistory
APGEApogee Therapeutics, Inc.COM7$262<0.1%−4−36.4%ReducedHistory
PCB Bancorp Com740163100Common Stock14$262<0.1%+9+180.0%Added–
NGSNatural Gas Services Group IncCOM12$264<0.1%+12NewHistory
iShares Inc464286665MSCI PAC JP ETF6$265<0.1%00.0%Unchanged–
EUenCore Energy Corp.COM NEW195$267<0.1%+91+87.5%AddedHistory
AMCXAMC Global Media Inc.CL A39$268<0.1%−381−90.7%ReducedHistory
ENICEnel Chile S.A.SPONSORED ADR82$268<0.1%00.0%UnchangedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT57$268<0.1%+57NewHistory
HBTHBT Financial, Inc.COM12$269<0.1%−2−14.3%ReducedHistory
THRYThryv Holdings, Inc.COM NEW21$269<0.1%−6−22.2%ReducedHistory
VRDNViridian Therapeutics, Inc.COM20$270<0.1%+14+233.3%AddedHistory
ONTOnterris, Inc.COM19$271<0.1%+17+850.0%AddedHistory
ATNMActinium Pharmaceuticals, Inc.COM168$271<0.1%+94+127.0%AddedHistory
OOMAOoma IncCOM21$275<0.1%+20+2,000.0%AddedHistory
WWRWestwater Resources, Inc.COM NEW500$276<0.1%00.0%UnchangedHistory
TCMDTactile Systems Technology IncCOM21$278<0.1%−1−4.5%ReducedHistory
CCOClear Channel Outdoor Holdings, Inc.COM251$279<0.1%+251NewHistory
OCULOcular Therapeutix, IncCOM38$279<0.1%+38NewHistory
iShares Tr46429B606MSCI POLAND ETF10$280<0.1%+10New–
AURAAura Biosciences, Inc.COM48$281<0.1%+48NewHistory
BHRBBurke & Herbert Financial Services Corp.COM5$281<0.1%+5NewHistory
GRPNGroupon, Inc.COM NEW15$282<0.1%+15NewHistory
AVXLAnavex Life Sciences Corp.COM NEW33$283<0.1%+33NewHistory
SVVSavers Value Village, Inc.COM41$283<0.1%+41NewHistory
WTTRSelect Water Solutions, Inc.CL A COM27$284<0.1%−125−82.2%ReducedHistory

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