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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
EYPTEyePoint, Inc.COM NEW105$569<0.1%+105NewHistory
SLNOSoleno Therapeutics IncCOM8$572<0.1%+8NewHistory
AMALAmalgamated Financial Corp.COM20$575<0.1%−29−59.2%ReducedHistory
CDTCDT Equity Inc.COM737$576<0.1%+737NewHistory
iShares Tr464288257MSCI ACWI ETF5$582<0.1%00.0%Unchanged–
DGIIDigi International IncCOM21$584<0.1%+6+40.0%AddedHistory
IQiQIYI, Inc.SPONSORED ADS258$584<0.1%−9−3.4%ReducedHistory
LMNRLimoneira COCOM33$585<0.1%+18+120.0%AddedHistory
RAPPRapport Therapeutics, Inc.COM59$592<0.1%+58+5,800.0%AddedHistory
FAROFaro Technologies IncCOM22$601<0.1%+22NewHistory
OTLKOutlook Therapeutics, Inc.Stock494$602<0.1%+306+162.8%AddedHistory
CAVACava Group, Inc.COM7$604<0.1%−552−98.7%ReducedHistory
HUTHut 8 Corp.COM52$604<0.1%+39+300.0%AddedHistory
RXSTRxSight, Inc.COM24$606<0.1%+2+9.1%AddedHistory
FCFranklin Covey CoCOM22$608<0.1%+22NewHistory
ORICOric Pharmaceuticals, Inc.COM109$608<0.1%+109NewHistory
LACLithium Americas Corp.Stock227$615<0.1%00.0%UnchangedHistory
DHDefinitive Healthcare Corp.CLASS A COM214$618<0.1%+133+164.2%AddedHistory
MOVMovado Group IncCOM37$619<0.1%+37NewHistory
WGSGeneDx Holdings Corp.COM CL A7$620<0.1%+7NewHistory
SKINSkinHealth Systems Inc.COM CL A463$620<0.1%+463NewHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS13$621<0.1%+10+333.3%AddedHistory
TDUPThredUp Inc.CL A258$622<0.1%+258NewHistory
QXOQXO, Inc.COM NEW46$623<0.1%+46NewHistory
ATSATS CorpCOM25$623<0.1%+8+47.1%AddedHistory
DRSLeonardo DRS, Inc.Stock19$624<0.1%−54−74.0%ReducedHistory
HLMNHillman Solutions Corp.COM71$624<0.1%−25−26.0%ReducedHistory
EZETFranklin Ethereum TrustETHEREUM ETF45$624<0.1%+35+350.0%AddedHistory
STBAS&T Bancorp IncCOM17$630<0.1%−27−61.4%ReducedHistory
MRUSMerus N.V.COM15$631<0.1%+13+650.0%AddedHistory
WRLDWorld Acceptance CorpCOM5$633<0.1%+1+25.0%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW35$634<0.1%00.0%UnchangedHistory
MHDBlackRock Muniholdings Fund, Inc.COM54$638<0.1%00.0%UnchangedHistory
MODVModivCare IncCOM485$638<0.1%+485NewHistory
BBUCBrookfield Business CorpCL A EXC SUB VTG24$639<0.1%+17+242.9%AddedHistory
RICKRci Hospitality Holdings, Inc.COM15$644<0.1%+15NewHistory
BOOTBoot Barn Holdings, Inc.COM6$645<0.1%+2+50.0%AddedHistory
CSRCenterspaceCOM10$648<0.1%+3+42.9%AddedHistory
RRRRed Rock Resorts, Inc.CL A15$650<0.1%−5−25.0%ReducedHistory
BHBiglari Holdings Inc.COM STK CL B3$650<0.1%+3NewHistory
CNDTCONDUENT IncCOM243$656<0.1%+201+478.6%AddedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR21$657<0.1%00.0%UnchangedHistory
Bitwise Funds Trust091748509BITC STD COR ETF30$658<0.1%+30New–
RBBRBB BancorpCOM40$660<0.1%+13+48.1%AddedHistory
First Tr Exchange-Traded FD33739Q507SSI STRG ETF19$663<0.1%+19New–
GLREGreenlight Capital Re, Ltd.CLASS A49$664<0.1%−1−2.0%ReducedHistory
AEVAAeva Technologies, Inc.COM NEW95$665<0.1%+75+375.0%AddedHistory
QSIQuantum-Si IncCOM CL A557$668<0.1%+531+2,042.3%AddedHistory
NEXTNextDecade CorpCOM86$669<0.1%+74+616.7%AddedHistory
EQBKEquity Bancshares IncCOM CL A17$670<0.1%+5+41.7%AddedHistory
TRUPTrupanion, Inc.COM18$671<0.1%+6+50.0%AddedHistory
TBLATaboola.com Ltd.ORD SHS228$673<0.1%+83+57.2%AddedHistory
FRSTPrimis Financial Corp.COM69$674<0.1%+4+6.2%AddedHistory
REAXReal REMAX Group Inc.COM NEW166$674<0.1%+156+1,560.0%AddedHistory
UPWheels Up Experience Inc.COM CL A668$675<0.1%+666+33,300.0%AddedHistory
Starz Entertainment Corp535919401CL A VTG77$681<0.1%+74+2,466.7%Added–
SGHCSuper Group (SGHC) LtdORD SHS106$683<0.1%+81+324.0%AddedHistory
LEUCentrus Energy CorpStock11$684<0.1%+8+266.7%AddedHistory
BFLYButterfly Network, Inc.COM CL A300$684<0.1%+300NewHistory
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM48$688<0.1%−367−88.4%ReducedHistory
AVDAmerican Vanguard CorpCOM157$691<0.1%+60+61.9%AddedHistory
WLDNWilldan Group, Inc.COM17$692<0.1%+17NewHistory
RMRegional Management Corp.COM23$692<0.1%+3+15.0%AddedHistory
WTBAWest Bancorporation IncCAP STK35$698<0.1%+4+12.9%AddedHistory
OPTUOptimum Communications, Inc.CL A263$700<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF28$701<0.1%−184−86.8%Reduced–
AMWLAmerican Well CorpCOM CL A NEW89$701<0.1%00.0%UnchangedHistory
DAOYoudao, Inc.SPONSORED ADS92$702<0.1%−87−48.6%ReducedHistory
BMEABiomea Fusion, Inc.COM334$711<0.1%+322+2,683.3%AddedHistory
Hingham Instn SVGS Mass433323102COM3$713<0.1%+3New–
LILAKLiberty Latin America Ltd.COM CL C115$714<0.1%+76+194.9%AddedHistory
HBCPHome Bancorp, Inc.COM16$717<0.1%+13+433.3%AddedHistory
MCBSMetroCity Bankshares, Inc.COM26$717<0.1%−13−33.3%ReducedHistory
TARSTarsus Pharmaceuticals, Inc.COM14$719<0.1%+7+100.0%AddedHistory
TALKTalkspace, Inc.COM282$722<0.1%+282NewHistory
Global X FDS37960A735GBL X BLOCKCHAIN22$727<0.1%00.0%Unchanged–
CTLPCantaloupe, Inc.COM93$732<0.1%+69+287.5%AddedHistory
FIGSFIGS, Inc.CL A160$734<0.1%+3+1.9%AddedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A11$740<0.1%+11NewHistory
FBMSFirst Bancshares IncCOM22$744<0.1%+22NewHistory
FLNAFilana Therapeutics, Inc.COM497$746<0.1%+52+11.7%AddedHistory
LGVNLongeveron Inc.COM481$746<0.1%00.0%UnchangedHistory
PAHCPhibro Animal Health CorpCL A COM35$747<0.1%−47−57.3%ReducedHistory
TNDMTandem Diabetes Care IncCOM NEW39$747<0.1%−229−85.4%ReducedHistory
SASeabridge Gold IncCOM64$747<0.1%+14+28.0%AddedHistory
SPTSprout Social, Inc.COM CL A34$748<0.1%+17+100.0%AddedHistory
CRNCCerence Inc.COM95$751<0.1%+40+72.7%AddedHistory
COCOVita Coco Company, Inc.COM25$766<0.1%+3+13.6%AddedHistory
LQDALiquidia CorpCOM NEW52$767<0.1%+48+1,200.0%AddedHistory
SIDNational Steel CoSPONSORED ADR463$773<0.1%−1,630−77.9%ReducedHistory
ENTAEnanta Pharmaceuticals IncCOM140$773<0.1%+110+366.7%AddedHistory
HTLDHeartland Express IncCOM84$774<0.1%−205−70.9%ReducedHistory
CXTCrane NXT, Co.COM15$775<0.1%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM42$781<0.1%+32+320.0%AddedHistory
PWODPenns Woods Bancorp IncCOM28$781<0.1%00.0%UnchangedHistory
FNAParagon 28, Inc.COM60$784<0.1%+56+1,400.0%AddedHistory
ASPNAspen Aerogels IncCOM123$786<0.1%+108+720.0%AddedHistory
TDAYUSA TODAY Co., Inc.COM273$789<0.1%+242+780.6%AddedHistory
HYLNHyliion Holdings Corp.COMMON STOCK564$790<0.1%+564NewHistory
FAFirst Advantage CorpCOM56$790<0.1%+28+100.0%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