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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
GNEGenie Energy Ltd.CL B70$1.05K<0.1%+45+180.0%AddedHistory
FIVNFive9, Inc.COM39$1.06K<0.1%+13+50.0%AddedHistory
OKLOOklo Inc.COM CL A49$1.06K<0.1%+23+88.5%AddedHistory
GCTGigaCloud Technology IncStock75$1.06K<0.1%+70+1,400.0%AddedHistory
DXPEDXP Enterprises IncCOM NEW13$1.07K<0.1%00.0%UnchangedHistory
HOMBHome Bancshares IncCOM38$1.07K<0.1%+38NewHistory
KRUSKura Sushi USA, Inc.CL A COM21$1.07K<0.1%+20+2,000.0%AddedHistory
ATNIATN International, Inc.COM53$1.08K<0.1%−11−17.2%ReducedHistory
IBCPIndependent Bank CorpCOM NEW35$1.08K<0.1%+7+25.0%AddedHistory
VVXV2X, Inc.COM22$1.08K<0.1%+11+100.0%AddedHistory
ORGOOrganogenesis Holdings Inc.COM252$1.09K<0.1%+252NewHistory
IRENIREN LtdORDINARY SHARES180$1.10K<0.1%+180NewHistory
CHMICherry Hill Mortgage Investment CorpCOM333$1.10K<0.1%+41+14.0%AddedHistory
ZIMVZimVie Inc.Stock102$1.10K<0.1%+98+2,450.0%AddedHistory
Sandstorm Gold Ltd Com New80013R206Stock146$1.10K<0.1%+61+71.8%Added–
TDCTeradata CorpStock49$1.10K<0.1%−111−69.4%ReducedHistory
NVCRNovoCure LtdORD SHS62$1.10K<0.1%−2−3.1%ReducedHistory
OLOOlo Inc.CL A183$1.10K<0.1%+31+20.4%AddedHistory
USNAUsana Health Sciences IncCOM41$1.11K<0.1%+36+720.0%AddedHistory
PRCHPorch Group, Inc.COM152$1.11K<0.1%+151+15,100.0%AddedHistory
WRBYWarby Parker Inc.CL A COM61$1.11K<0.1%+48+369.2%AddedHistory
ANGOAngiodynamics IncCOM119$1.12K<0.1%−8−6.3%ReducedHistory
ALLOAllogene Therapeutics, Inc.COM774$1.13K<0.1%+774NewHistory
MQMarqeta, Inc.CLASS A COM275$1.13K<0.1%+168+157.0%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.13K<0.1%00.0%Unchanged–
NGLNGL Energy Partners LPCOM UNIT REPST250$1.14K<0.1%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM81$1.14K<0.1%+59+268.2%AddedHistory
LZMLifezone Metals LtdORD SHS272$1.14K<0.1%+272NewHistory
REPXRiley Exploration Permian, Inc.COM39$1.14K<0.1%+5+14.7%AddedHistory
ANIPAni Pharmaceuticals IncCOM17$1.14K<0.1%+10+142.9%AddedHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A26$1.14K<0.1%+12+85.7%AddedHistory
PLPlanet Labs PBCCOM CL A338$1.14K<0.1%+338NewHistory
BBTBeacon Financial CorpCOM44$1.15K<0.1%−39−47.0%ReducedHistory
MYDBlackRock Muniyield Fund, Inc.COM109$1.15K<0.1%00.0%UnchangedHistory
AEYEAudioeye IncCOM NEW104$1.15K<0.1%+104NewHistory
QUREuniQure N.V.SHS109$1.16K<0.1%00.0%UnchangedHistory
KLICKulicke & Soffa Industries IncCOM35$1.16K<0.1%−86−71.1%ReducedHistory
SITCSITE Centers Corp.COM90$1.16K<0.1%−12−11.8%ReducedHistory
CTBICommunity Trust Bancorp IncCOM23$1.16K<0.1%−11−32.4%ReducedHistory
ERIIEnergy Recovery, Inc.COM73$1.16K<0.1%+61+508.3%AddedHistory
CPSCooper-Standard Holdings Inc.COM76$1.16K<0.1%+71+1,420.0%AddedHistory
ALECAlector, Inc.COM954$1.17K<0.1%+111+13.2%AddedHistory
KALVKalVista Pharmaceuticals, Inc.COM102$1.18K<0.1%+81+385.7%AddedHistory
FSPFranklin Street Properties CorpCOM662$1.18K<0.1%−270−29.0%ReducedHistory
ACLXArcellx, Inc.COMMON STOCK18$1.18K<0.1%−3−14.3%ReducedHistory
BKSYBlackSky Technology Inc.CL A NEW153$1.18K<0.1%+153NewHistory
GSATGlobalstar, Inc.COM NEW57$1.19K<0.1%+57NewHistory
PRLBProto Labs IncCOM34$1.19K<0.1%+22+183.3%AddedHistory
DBIDesigner Brands Inc.CL A327$1.19K<0.1%+313+2,235.7%AddedHistory
PFLTPennantPark Floating Rate Capital Ltd.COM107$1.20K<0.1%+107NewHistory
AGIOAgios Pharmaceuticals, Inc.COM41$1.20K<0.1%−6−12.8%ReducedHistory
AOMRAngel Oak Mortgage REIT, Inc.COM126$1.20K<0.1%+126NewHistory
Capital Group New Geography14021N105SHS48$1.20K<0.1%+48New–
ANIKAnika Therapeutics, Inc.COM80$1.20K<0.1%−39−32.8%ReducedHistory
PDSPrecision Drilling CorpCOM NEW26$1.21K<0.1%+26NewHistory
FFFutureFuel Corp.COM312$1.22K<0.1%−20−6.0%ReducedHistory
VYXNCR Voyix CorpCOM125$1.22K<0.1%+70+127.3%AddedHistory
RBRKRubrik, Inc.Stock20$1.22K<0.1%+13+185.7%AddedHistory
VACMarriott Vacations Worldwide CorpCOM19$1.23K<0.1%−242−92.7%ReducedHistory
ABEVAmbev S.A.SPONSORED ADR527$1.23K<0.1%−1,275−70.8%ReducedHistory
SCHLScholastic CorpCOM65$1.23K<0.1%+49+306.3%AddedHistory
HEESH&E Equipment Services, Inc.COM13$1.23K<0.1%+2+18.2%AddedHistory
AVPTAvePoint, Inc.COM CL A86$1.24K<0.1%+17+24.6%AddedHistory
BRYBerry Corp (bry)COM387$1.24K<0.1%−92−19.2%ReducedHistory
FBNCFirst BancorpCOM31$1.24K<0.1%+11+55.0%AddedHistory
WEXWEX Inc.COM8$1.26K<0.1%−117−93.6%ReducedHistory
IRMDIradimed CorpCOM24$1.26K<0.1%+8+50.0%AddedHistory
BRKLBrookline Bancorp IncCOM116$1.26K<0.1%−26−18.3%ReducedHistory
NINENine Energy Service, Inc.COM1,123$1.27K<0.1%+199+21.5%AddedHistory
RCELAVITA Medical, Inc.COM156$1.27K<0.1%+156NewHistory
WINAWinmark CorpCOM4$1.27K<0.1%+2+100.0%AddedHistory
SFIXStitch Fix, Inc.Stock392$1.27K<0.1%−1−0.3%ReducedHistory
LBRDALiberty Broadband CorpCOM SER A15$1.27K<0.1%+13+650.0%AddedHistory
PLYAPlaya Hotels & Resorts N.V.SHS96$1.28K<0.1%−2,437−96.2%ReducedHistory
KIDSOrthopediatrics CorpCOM52$1.28K<0.1%+43+477.8%AddedHistory
MSBIMidland States Bancorp, Inc.COM75$1.28K<0.1%−20−21.1%ReducedHistory
GBTGGlobal Business Travel Group, Inc.COM CL A177$1.28K<0.1%+122+221.8%AddedHistory
CHRSCoherus Oncology, Inc.COM1,593$1.29K<0.1%+314+24.6%AddedHistory
ICHRIchor Holdings, Ltd.SHS57$1.29K<0.1%+37+185.0%AddedHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.29K<0.1%00.0%Unchanged–
RUMRUM Group Inc.Stock183$1.29K<0.1%+56+44.1%AddedHistory
SAILSailPoint, Inc.COM69$1.29K<0.1%+69NewHistory
SOCSable Offshore Corp.COM SHS51$1.29K<0.1%+44+628.6%AddedHistory
MXCTMaxcyte, Inc.COM475$1.30K<0.1%+361+316.7%AddedHistory
NABLN-able, Inc.COMMON STOCK183$1.30K<0.1%−1,464−88.9%ReducedHistory
BFSSaul Centers, Inc.COM36$1.30K<0.1%+22+157.1%AddedHistory
Dole PLC Ord Shs256603101Stock90$1.30K<0.1%+38+73.1%Added–
CXMSprinklr, Inc.CL A156$1.30K<0.1%+64+69.6%AddedHistory
UVEUniversal Insurance Holdings, Inc.COM55$1.30K<0.1%−26−32.1%ReducedHistory
LXEOLexeo Therapeutics, Inc.COM376$1.30K<0.1%+376NewHistory
ACREAres Commercial Real Estate CorpCOM282$1.31K<0.1%−218−43.6%ReducedHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.31K<0.1%−3,472−99.7%Reduced–
FFWMFirst Foundation Inc.COM252$1.31K<0.1%00.0%UnchangedHistory
FLICFirst of Long Island CorpCOM106$1.31K<0.1%−52−32.9%ReducedHistory
FUBOFuboTV Inc.COM449$1.31K<0.1%−75−14.3%ReducedHistory
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1.31K<0.1%+215+741.4%AddedHistory
ETNB89bio, Inc.COM181$1.32K<0.1%+181NewHistory
NVTSNavitas Semiconductor CorpCOM644$1.32K<0.1%+641+21,366.7%AddedHistory
ADVAdvantage Solutions Inc.COM CL A874$1.32K<0.1%−5−0.6%ReducedHistory
TDOCTeladoc Health, Inc.COM166$1.32K<0.1%−67−28.8%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