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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
RDYDr Reddys Laboratories LtdADR1,806$23.8K<0.1%−57−3.1%ReducedHistory
GNWGenworth Financial IncCOM SHS3,355$23.8K<0.1%+222+7.1%AddedHistory
OLNOLIN CorpStock981$23.8K<0.1%+363+58.7%AddedHistory
UCBUnited Community Banks IncCOM845$23.8K<0.1%+93+12.4%AddedHistory
TSLXSixth Street Specialty Lending, Inc.COM1,061$23.7K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF249$23.7K<0.1%+3+1.2%Added–
TMETencent Music Entertainment GroupSPON ADS1,642$23.7K<0.1%−162−9.0%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A2,304$23.6K<0.1%+1,078+87.9%AddedHistory
PENPenumbra IncCOM88$23.5K<0.1%+31+54.4%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF442$23.5K<0.1%00.0%Unchanged–
MMSMaximus, Inc.COM345$23.5K<0.1%+116+50.7%AddedHistory
BSTBlackRock Science & Technology TrustSHS710$23.4K<0.1%00.0%UnchangedHistory
PBFPBF Energy Inc.CL A1,226$23.4K<0.1%−1,237−50.2%ReducedHistory
CALMCal-Maine Foods IncCOM NEW257$23.4K<0.1%−2−0.8%ReducedHistory
ACIWAci Worldwide, Inc.Stock425$23.3K<0.1%+95+28.8%AddedHistory
PHINPhinia Inc.COMMON STOCK544$23.1K<0.1%+7+1.3%AddedHistory
SLVMSylvamo CorpCOMMON STOCK344$23.1K<0.1%−97−22.0%ReducedHistory
MCYMercury General CorpCOM411$23.0K<0.1%−3−0.7%ReducedHistory
Clearway Energy, Inc.18539C105CL A807$23.0K<0.1%+35+4.5%Added–
LILi Auto Inc.SPONSORED ADS910$22.9K<0.1%+145+19.0%AddedHistory
HRBH&R Block IncCOM417$22.9K<0.1%+142+51.6%AddedHistory
GFIGold Fields LtdSPONSORED ADR1,035$22.9K<0.1%+203+24.4%AddedHistory
ONTOOnto Innovation Inc.COM188$22.8K<0.1%+123+189.2%AddedHistory
NPOEnpro Inc.COM141$22.8K<0.1%+30+27.0%AddedHistory
AAAlcoa CorpStock745$22.7K<0.1%+427+134.3%AddedHistory
GTGoodyear Tire & Rubber CoCOM2,454$22.7K<0.1%+1,070+77.3%AddedHistory
RELYRemitly Global, Inc.COM1,087$22.6K<0.1%−59−5.1%ReducedHistory
GTLBGitlab Inc.CLASS A COM479$22.5K<0.1%−43−8.2%ReducedHistory
MGAMagna International IncCOM661$22.5K<0.1%+380+135.2%AddedHistory
XMTRXometry, Inc.CLASS A COM900$22.4K<0.1%+20+2.3%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A2,731$22.4K<0.1%−355−11.5%ReducedHistory
HSICHenry Schein IncCOM326$22.3K<0.1%+193+145.1%AddedHistory
DOCSDoximity, Inc.CL A384$22.3K<0.1%+72+23.1%AddedHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM395$22.3K<0.1%+395New–
PBIPitney Bowes IncCOM2,457$22.2K<0.1%+349+16.6%AddedHistory
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$22.0K<0.1%00.0%Unchanged–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,488$22.0K<0.1%−504−25.3%ReducedHistory
RMBSRambus IncCOM424$22.0K<0.1%−3,671−89.6%ReducedHistory
CNOCNO Financial Group, Inc.COM527$21.9K<0.1%+58+12.4%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A605$21.9K<0.1%−76−11.2%ReducedHistory
WMGWarner Music Group Corp.COM CL A698$21.9K<0.1%+292+71.9%AddedHistory
FCPTFour Corners Property Trust, Inc.COM760$21.8K<0.1%−406−34.8%ReducedHistory
BKUBankUnited, Inc.COM633$21.8K<0.1%−7−1.1%ReducedHistory
LSCCLattice Semiconductor CorpCOM415$21.8K<0.1%−1,699−80.4%ReducedHistory
MDBMongoDB, Inc.CL A124$21.8K<0.1%−15−10.8%ReducedHistory
ROIVRoivant Sciences Ltd.SHS2,150$21.7K<0.1%+715+49.8%AddedHistory
WERNWerner Enterprises IncCOM740$21.7K<0.1%+371+100.5%AddedHistory
ENOVEnovis CORPCOM564$21.6K<0.1%+492+683.3%AddedHistory
TXG10x Genomics, Inc.CL A COM2,465$21.5K<0.1%+2,291+1,316.7%AddedHistory
AZEKAZEK Co Inc.CL A440$21.5K<0.1%+264+150.0%AddedHistory
PRGSProgress Software CorpCOM417$21.5K<0.1%+200+92.2%AddedHistory
VALValaris LtdCL A545$21.4K<0.1%+116+27.0%AddedHistory
ORNOrion Group Holdings IncCOM4,089$21.4K<0.1%+37+0.9%AddedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP511$21.3K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$21.3K<0.1%00.0%Unchanged–
IRTIndependence Realty Trust, Inc.COM1,003$21.3K<0.1%+42+4.4%AddedHistory
ACTEnact Holdings, Inc.COM612$21.3K<0.1%+343+127.5%AddedHistory
HIMXHimax Technologies, Inc.SPONSORED ADR2,887$21.2K<0.1%+443+18.1%AddedHistory
CMRECostamare Inc.SHS2,154$21.2K<0.1%−171−7.4%ReducedHistory
AGMFederal Agricultural Mortgage CorpCL C112$21.0K<0.1%+6+5.7%AddedHistory
MLRMiller Industries IncCOM NEW495$21.0K<0.1%+16+3.3%AddedHistory
SNAPSnap IncStock2,404$20.9K<0.1%+295+14.0%AddedHistory
SLABSilicon Laboratories Inc.Stock186$20.9K<0.1%+157+541.4%AddedHistory
LSTRLandstar System IncCOM139$20.9K<0.1%−66−32.2%ReducedHistory
PAGPenske Automotive Group, Inc.COM145$20.9K<0.1%+27+22.9%AddedHistory
POSTPost Holdings, Inc.COM179$20.8K<0.1%+57+46.7%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM637$20.8K<0.1%+72+12.7%AddedHistory
WPPWPP plcADR546$20.7K<0.1%−315−36.6%ReducedHistory
BNY Mellon ETF Trust09661T107US LRG CP CORE195$20.7K<0.1%+195New–
MNDYmonday.com Ltd.SHS85$20.7K<0.1%−41−32.5%ReducedHistory
FAFFirst American Financial CorpStock315$20.7K<0.1%+135+75.0%AddedHistory
ZZillow Group, Inc.CL C CAP STK301$20.6K<0.1%+87+40.7%AddedHistory
CBZCBIZ, Inc.COM272$20.6K<0.1%+28+11.5%AddedHistory
HOPEHope Bancorp IncCOM1,955$20.5K<0.1%+180+10.1%AddedHistory
CRTOCriteo S.A.SPONS ADS577$20.4K<0.1%+81+16.3%AddedHistory
UDRUDR, Inc.COM452$20.4K<0.1%+151+50.2%AddedHistory
Franklin Templeton ETF Tr35473P686FTSE TAIWAN470$20.3K<0.1%+470New–
ITGRInteger Holdings CorpCOM172$20.3K<0.1%+105+156.7%AddedHistory
EXLSExlService Holdings, Inc.COM427$20.2K<0.1%+47+12.4%AddedHistory
BILIBilibili Inc.SPONS ADS REP Z1,052$20.1K<0.1%−2−0.2%ReducedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF620$20.1K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$20.1K<0.1%00.0%Unchanged–
CRICarters IncCOM491$20.1K<0.1%−40−7.5%ReducedHistory
MURMurphy Oil CorpCOM707$20.1K<0.1%+172+32.1%AddedHistory
CCJCameco CorpStock487$20.0K<0.1%−2,685−84.6%ReducedHistory
FOXAFox CorpCL A COM354$20.0K<0.1%−311−46.8%ReducedHistory
Unified Ser Tr90470L469ONEASCENT EMGRG697$20.0K<0.1%+264+61.0%Added–
BROSDutch Bros Inc.CL A323$19.9K<0.1%+235+267.0%AddedHistory
Pacer FDS Tr69374H865EMRG MKT CASH973$19.9K<0.1%+27+2.9%Added–
ECHOEchoStar CORPCL A775$19.8K<0.1%+59+8.2%AddedHistory
UNFIUnited Natural Foods IncCOM723$19.8K<0.1%+129+21.7%AddedHistory
iShares Tr464288356CALIF MUN BD ETF351$19.7K<0.1%+351New–
Chiron Real Estate Inc.37954A204COM NEW2,247$19.7K<0.1%+132+6.2%Added–
YALAYalla Group LtdADS3,732$19.5K<0.1%+119+3.3%AddedHistory
VIKViking Holdings LtdORD SHS489$19.4K<0.1%+11+2.3%AddedHistory
NWNNorthwest Natural Holding CoCOM455$19.4K<0.1%+94+26.0%AddedHistory
MSMMSC Industrial Direct Co IncCL A250$19.4K<0.1%+163+187.4%AddedHistory
GMEDGlobus Medical IncStock265$19.4K<0.1%+5+1.9%AddedHistory
VIAVViavi Solutions Inc.COM1,729$19.3K<0.1%−207−10.7%ReducedHistory
AEOAmerican Eagle Outfitters IncCOM1,665$19.3K<0.1%+1,284+337.0%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