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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
TELOTelomir Pharmaceuticals, Inc.COM88$284<0.1%+88NewHistory
ABUSArbutus Biopharma CorpCOM82$286<0.1%+82NewHistory
CDXSCodexis, Inc.COM107$288<0.1%+72+205.7%AddedHistory
BELFABel Fuse IncCL A4$288<0.1%+4NewHistory
TTITetra Technologies IncCOM86$289<0.1%−1,166−93.1%ReducedHistory
HBBHamilton Beach Brands Holding CoCOM CL A15$291<0.1%+11+275.0%AddedHistory
IEIvanhoe Electric Inc.COM50$291<0.1%+30+150.0%AddedHistory
LESLLeslie's, Inc.COM397$292<0.1%+205+106.8%AddedHistory
AKYAAkoya Biosciences, Inc.COM211$293<0.1%+189+859.1%AddedHistory
OCEAOcean Biomedical, Inc.CLASS A COM5,435$293<0.1%+5,435NewHistory
LMBLimbach Holdings, Inc.COM4$298<0.1%+2+100.0%AddedHistory
BELFBBel Fuse IncCL B4$299<0.1%00.0%UnchangedHistory
WBTNWEBTOON Entertainment Inc.COM39$299<0.1%+10+34.5%AddedHistory
DKDelek US Holdings, Inc.COM20$301<0.1%−60−75.0%ReducedHistory
GRSDGRANDSTAND LtdORDINARY SHARES24$303<0.1%+24NewHistory
ERNAErnexa Therapeutics Inc.COM NEW1,754$312<0.1%+1,754NewHistory
HTBKHeritage Commerce CorpCOM33$314<0.1%+2+6.5%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A101$315<0.1%+101NewHistory
TNETTrinet Group, Inc.COM4$317<0.1%−2−33.3%ReducedHistory
RILYBRC Group Holdings, Inc.COM82$317<0.1%+82NewHistory
INOInovio Pharmaceuticals, Inc.COM SHS196$319<0.1%+5+2.6%AddedHistory
HCKTHackett Group, Inc.COM11$322<0.1%+8+266.7%AddedHistory
CIFRCipher Digital Inc.COM141$324<0.1%+113+403.6%AddedHistory
ABSIAbsci CorpCOM129$324<0.1%+129NewHistory
CARECarter Bankshares, Inc.COM NEW20$324<0.1%−6−23.1%ReducedHistory
EOLSEvolus, Inc.COM27$325<0.1%+14+107.7%AddedHistory
ADCTADC Therapeutics SASHS231$325<0.1%+154+200.0%AddedHistory
NOTEFiscalNote Holdings, Inc.COMMON STOCK402$325<0.1%+402NewHistory
CLFDClearfield, Inc.COM11$327<0.1%00.0%UnchangedHistory
DFTXDefinium Therapeutics, Inc.Stock56$328<0.1%+43+330.8%AddedHistory
PSFEPaysafe LtdSHS21$329<0.1%−4−16.0%ReducedHistory
BLDPBallard Power Systems Inc.COM299$329<0.1%00.0%UnchangedHistory
CRVOCervoMed Inc.COM36$329<0.1%+36NewHistory
ALXOAlx Oncology Holdings IncCOM530$330<0.1%+530NewHistory
ACCOAcco Brands CorpCOM81$339<0.1%+81NewHistory
OGIOrganigram Global Inc.Stock337$340<0.1%00.0%UnchangedHistory
ASTHAstrana Health, Inc.COM NEW11$341<0.1%+11NewHistory
SAHSonic Automotive IncCL A6$342<0.1%+6NewHistory
SLQTSelectQuote, Inc.COM103$344<0.1%+103NewHistory
CRONCronos Group Inc.COM190$344<0.1%−316−62.5%ReducedHistory
AVIRAtea Pharmaceuticals, Inc.COM116$347<0.1%+116NewHistory
FHTXFoghorn Therapeutics Inc.COM96$350<0.1%+96NewHistory
FRGEForge Global Holdings, Inc.Stock624$351<0.1%+624NewHistory
AVAVAeroVironment IncCOM3$358<0.1%−1−25.0%ReducedHistory
INZYInozyme Pharma, Inc.COM395$359<0.1%+390+7,800.0%AddedHistory
BARKBark, Inc.COM258$359<0.1%+258NewHistory
IDYAIDEAYA Biosciences, Inc.COM22$360<0.1%+19+633.3%AddedHistory
SPHRSphere Entertainment Co.CL A11$360<0.1%−7−38.9%ReducedHistory
HAPNHappen, Inc.COM NEW35$361<0.1%−35−50.0%ReducedHistory
SSYSStratasys Ltd.SHS37$362<0.1%+37NewHistory
CMCLCaledonia Mining Corp PlcSHS NEW29$362<0.1%+25+625.0%AddedHistory
ACDCProFrac Holding Corp.CLASS A COM48$364<0.1%+48NewHistory
ETWOE2open Parent Holdings, Inc.COM CL A182$364<0.1%+72+65.5%AddedHistory
LNZALanzaTech Global, Inc.COMMON STOCK1,508$365<0.1%+1,508NewHistory
DYNDyne Therapeutics, Inc.COM35$366<0.1%+32+1,066.7%AddedHistory
LTBRLIGHTBRIDGE CorpCOM49$366<0.1%+49NewHistory
ALRSAlerus Financial CorpCOM20$369<0.1%+16+400.0%AddedHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW22$370<0.1%00.0%UnchangedHistory
CAPRCapricor Therapeutics, Inc.COM NEW39$370<0.1%+39NewHistory
SGHTSight Sciences, Inc.COM154$370<0.1%+135+710.5%AddedHistory
VGVenture Global, Inc.COM CL A36$371<0.1%+36NewHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$371<0.1%−570−99.0%Reduced–
iShares Tr46434V696CORE MSCI PAC6$373<0.1%00.0%Unchanged–
PUBMPubMatic, Inc.COM CL A41$375<0.1%+22+115.8%AddedHistory
TBPHTheravance Biopharma, Inc.COM42$375<0.1%−38−47.5%ReducedHistory
IVVDInvivyd, Inc.COM622$376<0.1%+551+776.1%AddedHistory
KLTRKaltura IncCOM201$378<0.1%+191+1,910.0%AddedHistory
ASTEAstec Industries IncCOM11$379<0.1%+7+175.0%AddedHistory
PSTLPostal Realty Trust, Inc.CL A27$386<0.1%−7−20.6%ReducedHistory
SYRESpyre Therapeutics, Inc.COM NEW24$387<0.1%+16+200.0%AddedHistory
CXCemex SAB de CVSPON ADR NEW69$387<0.1%+54+360.0%AddedHistory
IGMSIGM Biosciences, Inc.COM337$387<0.1%+337NewHistory
CSVCarriage Services IncCOM10$388<0.1%+4+66.7%AddedHistory
BYByline Bancorp, Inc.COM15$392<0.1%+15NewHistory
MNKDMannkind CorpCOM NEW78$392<0.1%−30−27.8%ReducedHistory
DBDDiebold Nixdorf, IncCOM SHS9$393<0.1%+9NewHistory
ZIPZiprecruiter, Inc.CL A67$395<0.1%+41+157.7%AddedHistory
SPFISouth Plains Financial, Inc.COM12$397<0.1%+12NewHistory
FWRGFirst Watch Restaurant Group, Inc.COM24$400<0.1%+11+84.6%AddedHistory
ROOTRoot, Inc.CL A NEW3$400<0.1%−1−25.0%ReducedHistory
SMTISanara MedTech Inc.COM13$401<0.1%+12+1,200.0%AddedHistory
LUNRIntuitive Machines, Inc.CLASS A COM54$402<0.1%+40+285.7%AddedHistory
AVNWAviat Networks, Inc.COM NEW21$403<0.1%+21NewHistory
FWONALiberty Media CorpCOM LBTY ONE S A5$407<0.1%+5NewHistory
ESTAEstablishment Labs Holdings Inc.COM10$408<0.1%00.0%UnchangedHistory
MBIMbia IncCOM82$408<0.1%−75−47.8%ReducedHistory
BBCPConcrete Pumping Holdings, Inc.COM75$410<0.1%+72+2,400.0%AddedHistory
BVSBioventus Inc.COM CL A45$412<0.1%+37+462.5%AddedHistory
HCATHealth Catalyst, Inc.COM91$412<0.1%+76+506.7%AddedHistory
BKDBrookdale Senior Living Inc.COM66$413<0.1%+66NewHistory
iShares Tr4642874571 3 YR TREAS BD5$414<0.1%−7,257−99.9%Reduced–
SKYHSky Harbour Group CorpCOM CL A32$416<0.1%+27+540.0%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW11$417<0.1%+11NewHistory
EBSEmergent BioSolutions Inc.COM86$418<0.1%+86NewHistory
AQSTAquestive Therapeutics, Inc.COM144$418<0.1%+144NewHistory
LOVELovesac CoCOM23$418<0.1%+13+130.0%AddedHistory
DCDakota Gold Corp.COM158$419<0.1%+108+216.0%AddedHistory
SEZLSezzle Inc.COM12$419<0.1%+12NewHistory
VISNVistance Networks, Inc.COM80$425<0.1%+43+116.2%AddedHistory
MSGEMadison Square Garden Entertainment Corp.COM CL A13$426<0.1%−3−18.8%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