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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
FHIFederated Hermes, Inc.CL B888$36.2K<0.1%+324+57.4%AddedHistory
Vanguard Industrials ETF92204A603ETF145$35.9K<0.1%−200−58.0%Reduced–
LNTHLantheus Holdings, Inc.Stock367$35.8K<0.1%+41+12.6%AddedHistory
UTFCohen & Steers Infrastructure Fund IncCOM1,400$35.8K<0.1%−701−33.4%ReducedHistory
LAMRLamar Advertising CoREIT313$35.6K<0.1%+169+117.4%AddedHistory
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$35.6K<0.1%+9+0.9%Added–
Fidelity Covington Trust31609A206ENHANCED SML CAP1,203$35.5K<0.1%+6+0.5%Added–
RGAReinsurance Group of America IncCOM NEW180$35.4K<0.1%−104−36.6%ReducedHistory
AOSSmith A O CorpCOM541$35.4K<0.1%+180+49.9%AddedHistory
ProShares Tr74347R768ULTRA CONSU STAP1,835$35.3K<0.1%+1,835New–
ARMArm Holdings PLCADR330$35.2K<0.1%+272+469.0%AddedHistory
IONSIonis Pharmaceuticals IncCOM1,157$34.9K<0.1%+689+147.2%AddedHistory
AALAmerican Airlines Group Inc.Stock3,306$34.9K<0.1%−469−12.4%ReducedHistory
LNCLincoln National CorpCOM971$34.9K<0.1%−206−17.5%ReducedHistory
Invesco Exch Traded FD Tr II46138E511PFD ETF3,100$34.8K<0.1%00.0%Unchanged–
RCIRogers Communications IncCL B1,298$34.7K<0.1%+439+51.1%AddedHistory
JDJD.com, Inc.SPON ADS CL A838$34.4K<0.1%+12+1.5%AddedHistory
VLGEAVillage Super Market IncCL A NEW904$34.4K<0.1%+21+2.4%AddedHistory
VTRSViatris IncStock3,929$34.2K<0.1%+59+1.5%AddedHistory
SNEXStoneX Group Inc.COM447$34.1K<0.1%+182+68.7%AddedHistory
OGEOGE Energy Corp.COM742$34.1K<0.1%+248+50.2%AddedHistory
EATBrinker International, IncStock228$34.0K<0.1%+14+6.5%AddedHistory
BRXBrixmor Property Group Inc.COM1,278$33.9K<0.1%−4,633−78.4%ReducedHistory
TPHTri Pointe Homes, Inc.COM1,057$33.7K<0.1%+140+15.3%AddedHistory
HIWHighwoods Properties, Inc.COM1,136$33.7K<0.1%−1,836−61.8%ReducedHistory
SPXCSPX Technologies, Inc.COM261$33.6K<0.1%+16+6.5%AddedHistory
PCORProcore Technologies, Inc.COM508$33.5K<0.1%+317+166.0%AddedHistory
ITRIItron, Inc.COM320$33.5K<0.1%+33+11.5%AddedHistory
WDSWoodside Energy Group LtdADR2,312$33.5K<0.1%+412+21.7%AddedHistory
ASOAcademy Sports & Outdoors, Inc.COM731$33.3K<0.1%+442+152.9%AddedHistory
EEFTEuronet Worldwide, Inc.COM312$33.3K<0.1%+155+98.7%AddedHistory
STRAStrategic Education, Inc.COM397$33.3K<0.1%+114+40.3%AddedHistory
ITTItt Inc.COM258$33.3K<0.1%−1,021−79.8%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$33.0K<0.1%00.0%UnchangedHistory
NMIHNMI Holdings, Inc.COM914$33.0K<0.1%+76+9.1%AddedHistory
BMIBadger Meter IncCOM173$32.9K<0.1%+31+21.8%AddedHistory
DTDynatrace, Inc.Stock698$32.9K<0.1%+491+237.2%AddedHistory
ProShares Tr74347R776ULTRA MATERIALS1,400$32.8K<0.1%+1,400New–
MODModine Manufacturing CoCOM426$32.7K<0.1%+49+13.0%AddedHistory
FIXComfort Systems USA IncCOM101$32.6K<0.1%+20+24.7%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF313$32.4K<0.1%−1,544−83.1%Reduced–
FYBRFrontier Communications Parent, Inc.COM902$32.3K<0.1%+353+64.3%AddedHistory
GDSGDS Holdings LtdSPONSORED ADS1,275$32.3K<0.1%+89+7.5%AddedHistory
QDELQuidelOrtho CorpCOM921$32.2K<0.1%+478+107.9%AddedHistory
GRCGorman Rupp CoCOM917$32.2K<0.1%−15−1.6%ReducedHistory
MKZRMacKenzie Realty Capital, Inc.COM21,446$32.2K<0.1%00.0%UnchangedHistory
ACAArcosa, Inc.COM417$32.2K<0.1%+65+18.5%AddedHistory
CVSACovista Inc.COM319$32.1K<0.1%+28+9.6%AddedHistory
QGENQiagen N.V.COMMON STOCK796$32.0K<0.1%+796NewHistory
SMBKSmartfinancial Inc.COM NEW1,027$31.9K<0.1%+23+2.3%AddedHistory
LNTAlliant Energy CorpStock494$31.8K<0.1%+56+12.8%AddedHistory
BGBunge Global SACOM SHS416$31.8K<0.1%+168+67.7%AddedHistory
RDNRadian Group IncCOM959$31.7K<0.1%−61−6.0%ReducedHistory
BWABorgwarner IncCOM1,105$31.7K<0.1%+487+78.8%AddedHistory
MCWMister Car Wash, Inc.COM4,011$31.6K<0.1%+1,206+43.0%AddedHistory
FLUTFlutter Entertainment plcSHS142$31.5K<0.1%+117+468.0%AddedHistory
KFYKorn FerryCOM NEW464$31.5K<0.1%−30−6.1%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,555$31.2K<0.1%−238−13.3%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$31.2K<0.1%00.0%Unchanged–
iShares Tr464288505MRGSTR SM CP ETF574$31.1K<0.1%00.0%Unchanged–
ONLOrion Properties Inc.REIT14,449$30.9K<0.1%+13,232+1,087.3%AddedHistory
TCOMTrip.com Group LtdADS486$30.9K<0.1%−1,933−79.9%ReducedHistory
IDCCInterDigital, Inc.COM149$30.8K<0.1%+30+25.2%AddedHistory
GFFGriffon CorpCOM430$30.7K<0.1%+80+22.9%AddedHistory
TDToronto Dominion BankStock511$30.6K<0.1%−468−47.8%ReducedHistory
INSMINSMED IncCOM PAR $.01401$30.6K<0.1%+84+26.5%AddedHistory
MOG.AMoog Inc.CL A176$30.5K<0.1%−8−4.3%ReducedHistory
UFPIUfp Industries IncCOM285$30.5K<0.1%+4+1.4%AddedHistory
LYFTLyft, Inc.CL A COM2,571$30.5K<0.1%+874+51.5%AddedHistory
FELEFranklin Electric Co IncCOM324$30.4K<0.1%+185+133.1%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS653$30.4K<0.1%+3+0.5%AddedHistory
BPOPPopular, Inc.COM NEW329$30.4K<0.1%+302+1,118.5%AddedHistory
ADCAgree Realty CorpCOM393$30.3K<0.1%+48+13.9%AddedHistory
AXSMAxsome Therapeutics, Inc.COM259$30.2K<0.1%+81+45.5%AddedHistory
CADECadence BancorporationEQUITY US CM994$30.2K<0.1%+120+13.7%AddedHistory
EMNEastman Chemical CoStock340$30.0K<0.1%+104+44.1%AddedHistory
MRCYMercury Systems IncCOM695$29.9K<0.1%+35+5.3%AddedHistory
FMSFresenius Medical Care AGSPONSORED ADR1,202$29.9K<0.1%+397+49.3%AddedHistory
MNSOMINISO Group Holding LtdSPONSORED ADS1,615$29.9K<0.1%−3−0.2%ReducedHistory
WWDWoodward, Inc.COM163$29.8K<0.1%+42+34.7%AddedHistory
FULFuller H B CoStock530$29.7K<0.1%+313+144.2%AddedHistory
TNLTravel & Leisure Co.COM641$29.7K<0.1%−45−6.6%ReducedHistory
PIMCO ETF Tr72201R2051-5 US TIP IDX549$29.7K<0.1%+549New–
HTHTH World Group LtdSPONSORED ADS801$29.6K<0.1%+79+10.9%AddedHistory
CECelanese CorpStock521$29.6K<0.1%−225−30.2%ReducedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$29.6K<0.1%00.0%Unchanged–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.6K<0.1%00.0%Unchanged–
NVMINova Ltd.COM160$29.5K<0.1%+44+37.9%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP322$29.4K<0.1%+10+3.2%AddedHistory
AGIAlamos Gold IncStock1,097$29.3K<0.1%+594+118.1%AddedHistory
ALSumisho Air Lease CorpCL A607$29.3K<0.1%+169+38.6%AddedHistory
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,227$29.3K<0.1%+1,227New–
ICUIIcu Medical IncCOM210$29.2K<0.1%+103+96.3%AddedHistory
Franklin Templeton ETF Tr35473P819FTSE CHINA1,365$29.2K<0.1%+1,365New–
CIGIColliers International Group Inc.SUB VTG SHS240$29.1K<0.1%+16+7.1%AddedHistory
REALTheRealReal, Inc.COM5,370$28.9K<0.1%+5,331+13,669.2%AddedHistory
KNSLKinsale Capital Group, Inc.Stock59$28.7K<0.1%−443−88.2%ReducedHistory
WNSWNS (Holdings) LtdCOM SHS467$28.7K<0.1%−1−0.2%ReducedHistory
iShares Tr464288109MORNINGSTAR VALU352$28.7K<0.1%+352New–
CMBTCmb.tech NVSHS3,154$28.6K<0.1%+1,154+57.7%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