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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
VanEck ETF Trust92189H607OIL SERVICES ETF250$65.5K<0.1%+148+145.1%Added–
TTDTrade Desk, Inc.Stock1,197$65.5K<0.1%−536−30.9%ReducedHistory
USALiberty All Star Equity FundSH BEN INT10,000$65.5K<0.1%00.0%UnchangedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,131$65.5K<0.1%−72−6.0%ReducedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS597$65.4K<0.1%+90+17.8%AddedHistory
FITBFifth Third BancorpCOM1,669$65.4K<0.1%+541+48.0%AddedHistory
LCIILci IndustriesCOM746$65.2K<0.1%−11−1.5%ReducedHistory
TXRHTexas Roadhouse, Inc.COM389$64.8K<0.1%+205+111.4%AddedHistory
PTCPTC Inc.Stock418$64.8K<0.1%+147+54.2%AddedHistory
MANHManhattan Associates IncStock374$64.7K<0.1%+66+21.4%AddedHistory
LOPEGrand Canyon Education, Inc.COM374$64.7K<0.1%−647−63.4%ReducedHistory
iShares Select Dividend ETF464287168ETF482$64.7K<0.1%00.0%Unchanged–
NNNNNN REIT, Inc.REIT1,510$64.4K<0.1%−3,443−69.5%ReducedHistory
GENGen Digital Inc.Stock2,427$64.4K<0.1%+1,004+70.6%AddedHistory
BRSPBrightSpire Capital, Inc.COM CL A11,575$64.4K<0.1%+78+0.7%AddedHistory
CNHCNH Industrial N.V.SHS5,236$64.3K<0.1%+2,997+133.9%AddedHistory
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X1,098$64.3K<0.1%+1,000+1,020.4%Added–
BAHBooz Allen Hamilton Holding CorpCL A614$64.2K<0.1%+387+170.5%AddedHistory
TAPMolson Coors Beverage CoCL B1,054$64.2K<0.1%+81+8.3%AddedHistory
NUENucor CorpCOM531$63.9K<0.1%−562−51.4%ReducedHistory
SYFSynchrony FinancialCOM1,204$63.7K<0.1%+394+48.6%AddedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK1,739$63.5K<0.1%+110+6.8%AddedHistory
BIDUBaidu, Inc.ADR689$63.4K<0.1%+9+1.3%AddedHistory
DOXAmdocs LtdSHS689$63.0K<0.1%+381+123.7%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$63.0K<0.1%00.0%Unchanged–
RQICohen & Steers Quality Income Realty Fund IncCEF5,000$62.8K<0.1%−429−7.9%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock968$62.6K<0.1%+431+80.3%AddedHistory
BRBRBellring Brands, Inc.Stock840$62.5K<0.1%−78−8.5%ReducedHistory
LEALear CorpCOM NEW706$62.3K<0.1%−82−10.4%ReducedHistory
DPZDominos Pizza IncCOM135$62.1K<0.1%+44+48.4%AddedHistory
PBAPembina Pipeline CorpCOM1,551$62.1K<0.1%+145+10.3%AddedHistory
OBDCBlue Owl Capital CorpCOM4,234$62.1K<0.1%−22−0.5%ReducedHistory
XFLTXAI Floating Rate & Alternative Income TrustCOM10,500$62.1K<0.1%+1,000+10.5%AddedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM6,468$61.9K<0.1%+263+4.2%AddedHistory
EEni SpASPONSORED ADR1,998$61.8K<0.1%+875+77.9%AddedHistory
Bank of Amer Corp0605056827.25%CNV PFD L50$61.7K<0.1%−811−94.2%Reduced–
MKLMarkel Group Inc.COM33$61.7K<0.1%+17+106.3%AddedHistory
UTHRUnited Therapeutics CorpCOM199$61.3K<0.1%+80+67.2%AddedHistory
MGMMGM Resorts InternationalStock2,066$61.2K<0.1%+588+39.8%AddedHistory
INGRIngredion IncCOM452$61.1K<0.1%+129+39.9%AddedHistory
JNPRJuniper Networks IncCOM1,684$60.9K<0.1%+561+50.0%AddedHistory
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$60.7K<0.1%00.0%UnchangedHistory
DRDDrdgold LtdSPON ADR REPSTG3,920$60.6K<0.1%+437+12.5%AddedHistory
AUAngloGold Ashanti PLCCOM SHS1,633$60.6K<0.1%+459+39.1%AddedHistory
SPTNSpartanNash CoCOM2,989$60.6K<0.1%+153+5.4%AddedHistory
NTRANatera, Inc.COM428$60.5K<0.1%+97+29.3%AddedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V2,070$60.3K<0.1%00.0%Unchanged–
RITMRithm Capital Corp.REIT5,263$60.3K<0.1%−2,299−30.4%ReducedHistory
SJMJ M SMUCKER CoStock507$60.0K<0.1%+158+45.3%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY2,727$59.9K<0.1%+1,116+69.3%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF1,299$59.9K<0.1%+11+0.9%Added–
WCCWesco International IncCOM385$59.8K<0.1%+243+171.1%AddedHistory
SLFSun Life Financial IncCOM1,042$59.7K<0.1%+254+32.2%AddedHistory
KMPRKEMPER CorpCOM892$59.6K<0.1%+292+48.7%AddedHistory
ZIONZions Bancorporation, National AssociationCOM1,191$59.4K<0.1%+650+120.1%AddedHistory
QRVOQorvo, Inc.Stock820$59.4K<0.1%+438+114.7%AddedHistory
AMCRAmcor plcORD6,118$59.3K<0.1%+1,123+22.5%AddedHistory
DKNGDraftKings Inc.Stock1,784$59.3K<0.1%+1,327+290.4%AddedHistory
OGSONE Gas, Inc.COM783$59.2K<0.1%+155+24.7%AddedHistory
MTGMgic Investment CorpCOM2,388$59.2K<0.1%+52+2.2%AddedHistory
ETSYEtsy IncCOM1,252$59.1K<0.1%+825+193.2%AddedHistory
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$59.0K<0.1%00.0%UnchangedHistory
KRPKimbell Royalty Partners, LPUNIT4,200$58.8K<0.1%+200+5.0%AddedHistory
MATMattel IncCOM3,015$58.6K<0.1%+1,472+95.4%AddedHistory
UNMUnum GroupStock719$58.6K<0.1%+65+9.9%AddedHistory
EWBCEast West Bancorp IncCOM652$58.6K<0.1%+145+28.6%AddedHistory
VLTOVeralto CorpStock599$58.4K<0.1%−455−43.2%ReducedHistory
CPBCAMPBELL'S CoCOM1,461$58.3K<0.1%−2,078−58.7%ReducedHistory
Columbia ETF Tr I19761L607MULTI SEC MUNI2,891$58.2K<0.1%+2,788+2,706.8%Added–
DOVDOVER CorpCOM330$58.0K<0.1%+133+67.5%AddedHistory
BXPBXP, Inc.COM863$58.0K<0.1%+245+39.6%AddedHistory
ACGLArch Capital Group Ltd.Stock598$57.6K<0.1%+248+70.9%AddedHistory
WBSWebster Financial CorpCOM1,114$57.5K<0.1%+135+13.8%AddedHistory
SOLVSolventum CorpStock749$57.0K<0.1%+62+9.0%AddedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW581$56.8K<0.1%+71+13.9%AddedHistory
CNACna Financial CorpCOM1,117$56.7K<0.1%+346+44.9%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM428$56.5K<0.1%+221+106.8%AddedHistory
ESLTElbit Systems LtdStock147$56.4K<0.1%+14+10.5%AddedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX571$56.4K<0.1%00.0%Unchanged–
WSTWest Pharmaceutical Services IncCOM252$56.3K<0.1%−383−60.3%ReducedHistory
UHSUniversal Health Services IncCL B299$56.2K<0.1%+212+243.7%AddedHistory
ProShares Tr74347X823ULTRPRO DOW30637$56.0K<0.1%00.0%Unchanged–
DLBDolby Laboratories, Inc.COM CL A696$55.9K<0.1%+506+266.3%AddedHistory
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$55.9K<0.1%00.0%Unchanged–
JHGJanus Henderson Group Ltd.ORD SHS1,543$55.8K<0.1%−329−17.6%ReducedHistory
CMAComerica IncCOM944$55.8K<0.1%+25+2.7%AddedHistory
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,600$55.7K<0.1%+1,600New–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF1,111$55.6K<0.1%−170−13.3%Reduced–
RHIRobert Half Inc.COM1,018$55.5K<0.1%+224+28.2%AddedHistory
Vanguard Utilities ETF92204A876ETF325$55.5K<0.1%00.0%Unchanged–
SUISun Communities IncCOM431$55.4K<0.1%−1,183−73.3%ReducedHistory
ALKSAlkermes plc.SHS1,673$55.2K<0.1%+38+2.3%AddedHistory
UHALU-Haul Holding CoCOM845$55.2K<0.1%+46+5.8%AddedHistory
AIZAssurant, Inc.Stock263$55.2K<0.1%−101−27.7%ReducedHistory
YETIYETI Holdings, Inc.COM1,662$55.0K<0.1%+684+69.9%AddedHistory
REXRRexford Industrial Realty, Inc.COM1,404$55.0K<0.1%−3,613−72.0%ReducedHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$54.8K<0.1%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM314$54.6K<0.1%+101+47.4%AddedHistory
ALGNAlign Technology IncCOM341$54.2K<0.1%−219−39.1%ReducedHistory
SLMSLM CorpCOM1,831$53.8K<0.1%+85+4.9%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