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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
TSTenaris SASPONSORED ADS1,372$53.7K<0.1%+288+26.6%AddedHistory
Direxion Shs ETF Tr25459W755DLY R/E BULL3X5,200$53.7K<0.1%+5,200New–
NOVNOV Inc.COM3,524$53.6K<0.1%+1,139+47.8%AddedHistory
WPMWheaton Precious Metals Corp.COM688$53.4K<0.1%+364+112.3%AddedHistory
FLEXFlex Ltd.Stock1,615$53.4K<0.1%+62+4.0%AddedHistory
ELEstee Lauder Companies IncCL A809$53.4K<0.1%−1,133−58.3%ReducedHistory
FTSFortis Inc.COM1,170$53.3K<0.1%+230+24.5%AddedHistory
ELANElanco Animal Health IncCOM5,047$53.0K<0.1%+544+12.1%AddedHistory
ESEEsco Technologies IncCOM333$53.0K<0.1%+34+11.4%AddedHistory
WYWeyerhaeuser CoCOM NEW1,807$52.9K<0.1%+218+13.7%AddedHistory
SNDKSandisk CorpCOM1,111$52.9K<0.1%+1,111NewHistory
iShares Tr464287549EXPND TEC SC ETF583$52.9K<0.1%−32−5.2%Reduced–
BBWIBath & Body Works, Inc.COM1,742$52.8K<0.1%+113+6.9%AddedHistory
CIVICivitas Resources, Inc.EQUITY US CM1,510$52.7K<0.1%+33+2.2%AddedHistory
FOXFox CorpCL B COM999$52.7K<0.1%+110+12.4%AddedHistory
MAINMain Street Capital CORPCEF931$52.7K<0.1%−152−14.0%ReducedHistory
CSWCCapital Southwest CorpCOM2,359$52.7K<0.1%−6−0.3%ReducedHistory
KNFKnife River CorpStock583$52.6K<0.1%+90+18.3%AddedHistory
MLIMueller Industries IncCOM687$52.3K<0.1%+51+8.0%AddedHistory
JBHTHunt J B Transport Services IncCOM353$52.2K<0.1%+24+7.3%AddedHistory
GAPGap IncCOM2,533$52.2K<0.1%+969+62.0%AddedHistory
KEYKeycorpCOM3,258$52.1K<0.1%+1,916+142.8%AddedHistory
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$52.0K<0.1%00.0%Unchanged–
APAMArtisan Partners Asset Management Inc.CL A1,329$52.0K<0.1%+701+111.6%AddedHistory
DINOHF Sinclair CorpCOM1,578$51.9K<0.1%+644+69.0%AddedHistory
LPLLG Display Co., Ltd.SPONS ADR REP16,674$51.9K<0.1%+4,575+37.8%AddedHistory
KDKyndryl Holdings, Inc.Stock1,650$51.8K<0.1%+526+46.8%AddedHistory
RPMRPM International IncCOM445$51.5K<0.1%+209+88.6%AddedHistory
BCEBce IncCOM NEW2,241$51.4K<0.1%+1,361+154.7%AddedHistory
CGCarlyle Group Inc.COM1,178$51.3K<0.1%+115+10.8%AddedHistory
PRIPrimerica, Inc.Stock180$51.2K<0.1%+54+42.9%AddedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$51.2K<0.1%00.0%UnchangedHistory
KNKnowles CorpCOM3,358$51.0K<0.1%+1,263+60.3%AddedHistory
AVTAvnet IncCOM1,055$50.7K<0.1%+98+10.2%AddedHistory
ESSEssex Property Trust, Inc.COM164$50.4K<0.1%+77+88.5%AddedHistory
HOLXHologic IncCOM815$50.3K<0.1%+229+39.1%AddedHistory
VanEck ETF Trust92189F601URANI NUCLE ETF687$50.3K<0.1%+687New–
HUNHuntsman CORPCOM3,177$50.2K<0.1%+2,792+725.2%AddedHistory
SCIService Corp InternationalCOM625$50.1K<0.1%+266+74.1%AddedHistory
Innovator ETFs Trust45782C474US SML CP PWR B1,402$50.1K<0.1%00.0%Unchanged–
SANMSanmina CorpCOM657$50.0K<0.1%+34+5.5%AddedHistory
TWTradeweb Markets Inc.Stock337$50.0K<0.1%+279+481.0%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF198$49.9K<0.1%−7−3.4%Reduced–
THCTenet Healthcare CorpCOM NEW370$49.8K<0.1%−570−60.6%ReducedHistory
BDNBrandywine Realty TrustSH BEN INT NEW11,153$49.7K<0.1%+163+1.5%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM578$49.7K<0.1%+40+7.4%AddedHistory
MEDPMedpace Holdings, Inc.COM163$49.7K<0.1%−278−63.0%ReducedHistory
SWKStanley Black & Decker, Inc.COM644$49.5K<0.1%+274+74.1%AddedHistory
NLOPNet Lease Office PropertiesCOM1,578$49.5K<0.1%−205−11.5%ReducedHistory
SOFISoFi Technologies, Inc.Stock4,252$49.5K<0.1%−4,739−52.7%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,040$49.4K<0.1%+639+159.4%AddedHistory
U.S. Global Jets ETF26922A842ETF2,375$49.3K<0.1%−1,008−29.8%Reduced–
YUMCYum China Holdings, Inc.COM946$49.3K<0.1%+68+7.7%AddedHistory
JXNJackson Financial Inc.COM CL A586$49.1K<0.1%+56+10.6%AddedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$49.1K<0.1%00.0%UnchangedHistory
AIC3.ai, Inc.Stock2,312$48.7K<0.1%−10,153−81.5%ReducedHistory
FCFSFirstCash Holdings, Inc.COM404$48.6K<0.1%+13+3.3%AddedHistory
Vanguard Consumer Discretionary ETF92204A108ETF149$48.5K<0.1%00.0%Unchanged–
RYNRayonier IncCOM1,734$48.3K<0.1%+988+132.4%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF561$48.2K<0.1%+495+750.0%Added–
Barrick Gold Corp067901108COM2,473$48.1K<0.1%+557+29.1%Added–
GDDYGoDaddy Inc.CL A266$47.9K<0.1%+142+114.5%AddedHistory
NTRNutrien Ltd.COM960$47.7K<0.1%−844−46.8%ReducedHistory
VFCV F CorpStock3,059$47.5K<0.1%+94+3.2%AddedHistory
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$47.5K<0.1%00.0%Unchanged–
HWCHancock Whitney CorpCOM901$47.3K<0.1%+188+26.4%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD878$47.0K<0.1%+58+7.1%AddedHistory
TELFYTelefonica S ASPONSORED ADR10,050$46.8K<0.1%+2,961+41.8%AddedHistory
MRPMillrose Properties, Inc.COM CL A1,766$46.8K<0.1%+1,766NewHistory
SNNSmith & Nephew PLCSPDN ADR NEW1,648$46.8K<0.1%+334+25.4%AddedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$46.7K<0.1%00.0%UnchangedHistory
HRLHormel Foods CorpCOM1,505$46.6K<0.1%+619+69.9%AddedHistory
iShares Tr464289867CORE 60 BALA ETF802$46.2K<0.1%−86−9.7%Reduced–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$46.2K<0.1%00.0%Unchanged–
ESNTEssent Group Ltd.COM800$46.2K<0.1%+105+15.1%AddedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,500$46.2K<0.1%00.0%UnchangedHistory
ALEAllete IncCOM NEW701$46.1K<0.1%+174+33.0%AddedHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM2,155$45.5K<0.1%−45−2.0%ReducedHistory
KRCKilroy Realty CorpCOM1,386$45.4K<0.1%+178+14.7%AddedHistory
NEUNewmarket CorpCOM80$45.3K<0.1%+39+95.1%AddedHistory
EXASExact Sciences CorpCOM1,045$45.2K<0.1%+324+44.9%AddedHistory
MVTBlackRock Munivest Fund II, Inc.COM4,250$44.9K<0.1%00.0%UnchangedHistory
CWENClearway Energy, Inc.CL C1,482$44.9K<0.1%+1,119+308.3%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD3,289$44.8K<0.1%−875−21.0%Reduced–
LNWOLight & Wonder, Inc.COM516$44.7K<0.1%+103+24.9%AddedHistory
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,683$44.7K<0.1%−79−4.5%Reduced–
Innovator ETFs Trust45782C557US EQTY BUF DEC1,066$44.6K<0.1%00.0%Unchanged–
Vanguard Financials ETF92204A405ETF372$44.4K<0.1%00.0%Unchanged–
SFStifel Financial CorpCOM471$44.4K<0.1%+417+772.2%AddedHistory
CCKCrown Holdings, Inc.COM497$44.4K<0.1%+391+368.9%AddedHistory
CLSCelestica IncStock562$44.3K<0.1%+6+1.1%AddedHistory
iShares Tr46435G250HIGH YLD SYSTM B938$44.2K<0.1%+853+1,003.5%Added–
CORTCorcept Therapeutics IncCOM386$44.1K<0.1%+289+297.9%AddedHistory
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$44.0K<0.1%+1,000New–
ILMNIllumina, Inc.COM549$43.6K<0.1%−559−50.5%ReducedHistory
CRUSCirrus Logic, Inc.Stock437$43.5K<0.1%+317+264.2%AddedHistory
CLFCleveland-Cliffs Inc.COM5,276$43.4K<0.1%+495+10.4%AddedHistory
CVECenovus Energy Inc.COM3,112$43.3K<0.1%+1,674+116.4%AddedHistory
INVHInvitation Homes Inc.COM1,242$43.3K<0.1%−3,211−72.1%ReducedHistory
FSLRFirst Solar, Inc.Stock342$43.2K<0.1%+131+62.1%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