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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
ATIAti IncStock1,541$80.2K<0.1%−188−10.9%ReducedHistory
SRSpire IncCOM1,018$79.7K<0.1%+247+32.0%AddedHistory
TOSTToast, Inc.Stock2,402$79.7K<0.1%−1,033−30.1%ReducedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$79.4K<0.1%00.0%Unchanged–
ZMZoom Communications, Inc.Stock1,072$79.1K<0.1%−836−43.8%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM7,036$78.6K<0.1%+1,724+32.5%AddedHistory
VanEck Semiconductor ETF92189F676ETF371$78.5K<0.1%−138−27.1%Reduced–
IFFInternational Flavors & Fragrances IncCOM1,008$78.3K<0.1%−775−43.5%ReducedHistory
SEICSEI Investments CoCOM1,006$78.1K<0.1%+146+17.0%AddedHistory
SNASnap-on IncCOM231$77.9K<0.1%+2+0.9%AddedHistory
WATWaters CorpCOM211$77.8K<0.1%+86+68.8%AddedHistory
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$77.7K<0.1%00.0%Unchanged–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,856$77.7K<0.1%+1,839+10,817.6%Added–
OHIOmega Healthcare Investors IncCOM2,034$77.5K<0.1%+449+28.3%AddedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$77.1K<0.1%00.0%Unchanged–
iShares U S ETF Tr46431W507SHOR DURA BD ETF1,510$76.8K<0.1%+1,505+30,100.0%Added–
STWDStarwood Property Trust, Inc.COM3,878$76.7K<0.1%−195−4.8%ReducedHistory
OKTAOkta, Inc.CL A728$76.6K<0.1%+278+61.8%AddedHistory
CNXCConcentrix CorpStock1,376$76.6K<0.1%+957+228.4%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,701$76.4K<0.1%−5,601−76.7%ReducedHistory
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS5,500$76.3K<0.1%+1,000+22.2%AddedHistory
BRKRBruker CorpCOM1,828$76.3K<0.1%+498+37.4%AddedHistory
RVTYRevvity, Inc.COM715$75.7K<0.1%+193+37.0%AddedHistory
PODDInsulet CorpStock288$75.6K<0.1%+140+94.6%AddedHistory
OXLCOxford Lane Capital Corp.COM16,000$75.5K<0.1%00.0%UnchangedHistory
SNXTD Synnex CorpCOM726$75.5K<0.1%+165+29.4%AddedHistory
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT3,017$75.2K<0.1%+3,017New–
Vanguard Malvern FDS922020805STRM INFPROIDX1,506$75.2K<0.1%−4−0.3%Reduced–
Pacer FDS Tr69374H659CASH COWS ETF2,002$75.0K<0.1%+174+9.5%Added–
VALEVale S.A.SPONSORED ADS7,500$74.8K<0.1%−2,238−23.0%ReducedHistory
HASHasbro, Inc.COM1,216$74.8K<0.1%+175+16.8%AddedHistory
GGGGraco IncCOM895$74.7K<0.1%+35+4.1%AddedHistory
ELSEquity Lifestyle Properties IncCOM1,119$74.6K<0.1%+1,011+936.1%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$74.6K<0.1%00.0%Unchanged–
TECKTeck Resources LtdCL B2,043$74.4K<0.1%−764−27.2%ReducedHistory
TUTelus CorpCOM5,188$74.4K<0.1%+448+9.5%AddedHistory
NTRSNorthern Trust CorpCOM754$74.4K<0.1%+260+52.6%AddedHistory
TPLTexas Pacific Land CorpStock56$74.2K<0.1%+25+80.6%AddedHistory
BALLBALL CorpCOM1,423$74.1K<0.1%+435+44.0%AddedHistory
DJTTrump Media & Technology Group Corp.Stock3,780$73.9K<0.1%+679+21.9%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$73.7K<0.1%00.0%UnchangedHistory
DCIDonaldson Co IncStock1,099$73.7K<0.1%−38−3.3%ReducedHistory
GGenpact LTDSHS1,461$73.6K<0.1%+16+1.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF1,159$73.6K<0.1%−224−16.2%Reduced–
AERAerCap Holdings N.V.SHS718$73.4K<0.1%−82−10.3%ReducedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF3,082$73.3K<0.1%−1,707−35.6%Reduced–
JAZZJazz Pharmaceuticals plcSHS USD589$73.1K<0.1%−31−5.0%ReducedHistory
PAMPampa Energy Inc.SPONS ADR LVL I940$72.6K<0.1%−4,429−82.5%ReducedHistory
iShares Tr46435G102CONV BD ETF868$72.6K<0.1%+570+191.3%Added–
USFDUS Foods Holding Corp.COM1,105$72.4K<0.1%+628+131.7%AddedHistory
CPAYCorpay, Inc.COM SHS207$72.2K<0.1%+74+55.6%AddedHistory
GLGlobe Life Inc.COM546$71.9K<0.1%+181+49.6%AddedHistory
BNSBank of Nova ScotiaCOM1,516$71.9K<0.1%−6−0.4%ReducedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN617$71.9K<0.1%+81+15.1%Added–
ACIAlbertsons Companies, Inc.COMMON STOCK3,261$71.7K<0.1%+1,474+82.5%AddedHistory
CNICanadian National Railway CoStock735$71.6K<0.1%+92+14.3%AddedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S1,000$71.6K<0.1%+1,000New–
RRCRange Resources CorpCOM1,793$71.6K<0.1%+1,570+704.0%AddedHistory
HRHealthcare Realty Trust IncCL A COM4,236$71.6K<0.1%−8,169−65.9%ReducedHistory
NETCloudflare, Inc.CL A COM633$71.3K<0.1%+183+40.7%AddedHistory
FMCFMC CorpCOM NEW1,685$71.1K<0.1%+939+125.9%AddedHistory
SAICScience Applications International CorpCOM630$70.8K<0.1%−41−6.1%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock565$70.6K<0.1%−5−0.9%ReducedHistory
VODVodafone Group Public Ltd CoADR7,498$70.3K<0.1%+1,711+29.6%AddedHistory
STTState Street CorpCOM784$70.2K<0.1%−692−46.9%ReducedHistory
Vanguard Communication Services ETF92204A884ETF473$70.2K<0.1%00.0%Unchanged–
FMXMexican Economic Development IncSPON ADR UNITS718$70.1K<0.1%+46+6.8%AddedHistory
MPTMedical Properties Trust IncCOM11,599$69.9K<0.1%+1,520+15.1%AddedHistory
BCCBoise Cascade CoCOM713$69.9K<0.1%−2−0.3%ReducedHistory
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$69.8K<0.1%00.0%UnchangedHistory
IVZInvesco Ltd.Stock4,600$69.8K<0.1%+863+23.1%AddedHistory
MFGMizuho Financial Group IncSPONSORED ADR12,628$69.6K<0.1%+3,421+37.2%AddedHistory
OVVOvintiv Inc.COM1,623$69.5K<0.1%+475+41.4%AddedHistory
ARGXArgenx SESPONSORED ADR117$69.3K<0.1%−4−3.3%ReducedHistory
RJFRaymond James Financial IncCOM499$69.3K<0.1%+137+37.8%AddedHistory
RBB FD Inc74933W536US TREASR 10 YR1,577$69.2K<0.1%−66−4.0%Reduced–
DEODiageo PLCSPON ADR NEW659$69.0K<0.1%−1,264−65.7%ReducedHistory
MZTIMarzetti CoCOM392$68.6K<0.1%+13+3.4%AddedHistory
MAPSWM Technology, Inc.COM60,427$68.3K<0.1%+164+0.3%AddedHistory
NWGNatWest Group plcSPONS ADR5,715$68.1K<0.1%+559+10.8%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF727$68.1K<0.1%−637−46.7%Reduced–
MMYTMakeMyTrip LtdStock691$67.7K<0.1%−88−11.3%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS1,092$67.6K<0.1%+734+205.0%AddedHistory
SLRCSLR Investment Corp.COM4,000$67.4K<0.1%00.0%UnchangedHistory
FTITechnipFMC plcCOM2,116$67.1K<0.1%+438+26.1%AddedHistory
BHPBHP Group LtdADR1,379$66.9K<0.1%−351−20.3%ReducedHistory
PORPortland General Electric CoCOM NEW1,499$66.9K<0.1%+92+6.5%AddedHistory
ECCEagle Point Credit CoCOM8,250$66.8K<0.1%+750+10.0%AddedHistory
AMTMAmentum Holdings, Inc.COM3,666$66.7K<0.1%−312−7.8%ReducedHistory
TFXTeleflex IncCOM482$66.6K<0.1%+353+273.6%AddedHistory
AESAES CorpStock5,360$66.6K<0.1%−935−14.9%ReducedHistory
XYLXylem Inc.COM557$66.5K<0.1%+285+104.8%AddedHistory
Global X FDS37954Y368S&P EX US ETF1,982$66.5K<0.1%+1,802+1,001.1%Added–
RLRalph Lauren CorpCL A301$66.4K<0.1%+164+119.7%AddedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF413$66.4K<0.1%+56+15.7%Added–
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$65.9K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR12,507$65.9K<0.1%+4,213+50.8%AddedHistory
CPCanadian Pacific Kansas City LtdCOM938$65.9K<0.1%+422+81.8%AddedHistory
iShares Tr464287341GLOBAL ENERG ETF1,562$65.7K<0.1%−230−12.8%Reduced–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$65.7K<0.1%00.0%Unchanged–

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