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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
Global X FDS37954Y715RBTCS ARTFL INTE1,002$28.5K<0.1%−221−18.1%Reduced–
PEGAPegasystems IncCOM410$28.5K<0.1%+87+26.9%AddedHistory
WALWestern Alliance BancorporationCOM368$28.3K<0.1%+43+13.2%AddedHistory
IRTCiRhythm Holdings, Inc.COM269$28.2K<0.1%+85+46.2%AddedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$28.2K<0.1%00.0%UnchangedHistory
FUSBFirst US Bancshares, Inc.COM2,106$28.1K<0.1%00.0%UnchangedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF174$28.1K<0.1%−731−80.8%Reduced–
DKSDick's Sporting Goods, Inc.Stock139$28.0K<0.1%+64+85.3%AddedHistory
ACADAcadia Pharmaceuticals IncCOM1,685$28.0K<0.1%+815+93.7%AddedHistory
FRFirst Industrial Realty Trust IncCOM518$28.0K<0.1%+397+328.1%AddedHistory
IVTInvenTrust Properties Corp.COM NEW951$27.9K<0.1%−4,182−81.5%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B700$27.8K<0.1%−49−6.5%ReducedHistory
DAYDayforce, Inc.COM475$27.7K<0.1%+69+17.0%AddedHistory
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$27.7K<0.1%00.0%Unchanged–
Unified Ser Tr90470L444ONEASCENT INTL828$27.7K<0.1%+828New–
TIGOMillicom International Cellular SACOM STK911$27.6K<0.1%+214+30.7%AddedHistory
JWNNordstrom IncStock1,126$27.5K<0.1%−5,174−82.1%ReducedHistory
ACHCAcadia Healthcare Company, Inc.COM907$27.5K<0.1%+379+71.8%AddedHistory
TRUTransUnionCOM331$27.5K<0.1%+212+178.2%AddedHistory
HBMHudbay Minerals Inc.COM3,614$27.4K<0.1%−242−6.3%ReducedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ480$27.4K<0.1%+1+0.2%Added–
LABStandard Biotools Inc.COM25,348$27.4K<0.1%+1,537+6.5%AddedHistory
BCBrunswick CorpCOM508$27.4K<0.1%+315+163.2%AddedHistory
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$27.3K<0.1%+1,219New–
COHRCoherent Corp.COM420$27.3K<0.1%+210+100.0%AddedHistory
MGEEMge Energy IncCOM292$27.1K<0.1%+72+32.7%AddedHistory
MDUMdu Resources Group IncStock1,604$27.1K<0.1%+365+29.5%AddedHistory
CARAvis Budget Group, Inc.COM357$27.1K<0.1%+6+1.7%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM1,238$27.1K<0.1%+452+57.5%AddedHistory
NWSNews CorpCL B891$27.1K<0.1%+331+59.1%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,362$27.0K<0.1%+329+31.8%AddedHistory
BZKanzhun LtdSPONSORED ADS1,408$27.0K<0.1%+956+211.5%AddedHistory
NTESNetEase, Inc.SPONSORED ADS262$27.0K<0.1%+10+4.0%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF1,029$27.0K<0.1%00.0%Unchanged–
NEOGNeogen CorpCOM3,103$26.9K<0.1%+1,575+103.1%AddedHistory
DLTRDollar Tree, Inc.COM358$26.9K<0.1%+235+191.1%AddedHistory
GRABGrab Holdings LtdCLASS A ORD5,931$26.9K<0.1%+1,624+37.7%AddedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS825$26.8K<0.1%+825NewHistory
BENFranklin Templeton IncCOM1,392$26.8K<0.1%+664+91.2%AddedHistory
VVVValvoline IncCOM767$26.7K<0.1%+480+167.2%AddedHistory
GLNGGolar LNG LtdSHS699$26.6K<0.1%+118+20.3%AddedHistory
MTRXMatrix Service CoCOM2,130$26.5K<0.1%+81+4.0%AddedHistory
XPOXPO, Inc.COM246$26.5K<0.1%+9+3.8%AddedHistory
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$26.4K<0.1%00.0%Unchanged–
XRAYDentsply Sirona Inc.Stock1,765$26.4K<0.1%+585+49.6%AddedHistory
PHIPLDT Inc.SPONSORED ADR1,203$26.3K<0.1%−142−10.6%ReducedHistory
LECOLincoln Electric Holdings IncCOM139$26.3K<0.1%+54+63.5%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM516$26.3K<0.1%+92+21.7%AddedHistory
HAYWHayward Holdings, Inc.COM1,886$26.3K<0.1%+696+58.5%AddedHistory
TGTXTG Therapeutics, Inc.COM664$26.2K<0.1%+264+66.0%AddedHistory
AVYAvery Dennison CorpCOM147$26.2K<0.1%+45+44.1%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,438$26.1K<0.1%+153+11.9%AddedHistory
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X420$26.1K<0.1%−15,035−97.3%Reduced–
TSEMTower Semiconductor LtdSHS NEW731$26.1K<0.1%+62+9.3%AddedHistory
Innovator ETFs Trust45782C342US SML CP PWR ET843$26.0K<0.1%00.0%Unchanged–
TXNMTXNM Energy IncCOM485$25.9K<0.1%−484−49.9%ReducedHistory
PATHUiPath, Inc.Stock2,506$25.8K<0.1%−468−15.7%ReducedHistory
GRFSGrifols SASP ADR REP B NVT3,615$25.7K<0.1%+503+16.2%AddedHistory
GATXGatx CorpCOM165$25.6K<0.1%+15+10.0%AddedHistory
BRCBrady CorpCL A362$25.6K<0.1%+62+20.7%AddedHistory
ALGMAllegro Microsystems, Inc.COM1,014$25.5K<0.1%+893+738.0%AddedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS2,949$25.3K<0.1%−21,652−88.0%ReducedHistory
NNINelnet IncCL A228$25.3K<0.1%+109+91.6%AddedHistory
FLSFlowserve CorpCOM518$25.3K<0.1%−397−43.4%ReducedHistory
QSRRestaurant Brands International Inc.COM379$25.3K<0.1%+143+60.6%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF498$25.2K<0.1%−1,332−72.8%Reduced–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW779$25.2K<0.1%+779New–
XYZBlock, Inc.CL A464$25.2K<0.1%−56−10.8%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM13$25.0K<0.1%+3+30.0%AddedHistory
SKYWSkywest IncCOM286$25.0K<0.1%+6+2.1%AddedHistory
RVTRoyce Small-Cap Trust, Inc.COM1,750$24.9K<0.1%00.0%UnchangedHistory
BOKFBok Financial CorpCOM NEW239$24.9K<0.1%+22+10.1%AddedHistory
Dimensional ETF Trust25434V633CALIF MUN BD ETF501$24.9K<0.1%+501New–
AMGAffiliated Managers Group, Inc.Stock148$24.9K<0.1%+37+33.3%AddedHistory
Global X FDS37954Y673US INFR DEV ETF659$24.9K<0.1%−12,302−94.9%Reduced–
PBProsperity Bancshares IncCOM348$24.8K<0.1%+48+16.0%AddedHistory
ARLPAlliance Resource Partners LPStock910$24.8K<0.1%+24+2.7%AddedHistory
NWLNewell Brands Inc.Stock3,988$24.7K<0.1%+599+17.7%AddedHistory
ERIEErie Indemnity CoCL A59$24.7K<0.1%+29+96.7%AddedHistory
JBGSJBG Smith PropertiesCOM1,532$24.7K<0.1%+345+29.1%AddedHistory
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD251$24.7K<0.1%+251New–
AXTAAxalta Coating Systems Ltd.COM743$24.6K<0.1%+146+24.5%AddedHistory
DBX ETF Tr233051432XTRACK USD HIGH679$24.5K<0.1%+87+14.7%Added–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR527$24.5K<0.1%+527New–
GFLGFL Environmental Inc.SUB VTG SHS508$24.5K<0.1%+174+52.1%AddedHistory
APTVAptiv PLCStock411$24.5K<0.1%+290+239.7%AddedHistory
GTMZoomInfo Technologies Inc.Stock2,438$24.4K<0.1%+2,259+1,262.0%AddedHistory
NICENICE Ltd.SPONSORED ADR158$24.4K<0.1%+33+26.4%AddedHistory
RNRRenaissancere Holdings LtdCOM101$24.2K<0.1%−7−6.5%ReducedHistory
CROXCrocs, Inc.COM228$24.2K<0.1%+49+27.4%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS713$24.2K<0.1%+6+0.8%AddedHistory
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$24.1K<0.1%00.0%Unchanged–
Goldman Sachs ETF Tr381430602ACTIVEBETA US380$24.1K<0.1%+1+0.3%Added–
WIXWix.com Ltd.SHS147$24.0K<0.1%−62−29.7%ReducedHistory
JHXJames Hardie Industries plcSPONSORED ADR1,019$24.0K<0.1%−23−2.2%ReducedHistory
ONONOn Holding AGStock545$23.9K<0.1%−15−2.7%ReducedHistory
DBXDropbox, Inc.CL A894$23.9K<0.1%+29+3.4%AddedHistory
CAKECheesecake Factory IncCOM490$23.9K<0.1%+41+9.1%AddedHistory
OMFOneMain Holdings, Inc.COM488$23.9K<0.1%+180+58.4%AddedHistory
ECGEverus Construction Group, Inc.Stock643$23.8K<0.1%−213−24.9%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