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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
WisdomTree Tr97717X701EUROPE HEDGED EQ407$19.3K<0.1%−125−23.5%Reduced–
MTDRMatador Resources CoCOM376$19.2K<0.1%−116−23.6%ReducedHistory
iShares Tr464287192US TRSPRTION300$19.2K<0.1%+300New–
WYNNWynn Resorts LtdCOM230$19.2K<0.1%+39+20.4%AddedHistory
PRGOPERRIGO Co plcSHS684$19.2K<0.1%+18+2.7%AddedHistory
HRIHerc Holdings IncCOM142$19.1K<0.1%−23−13.9%ReducedHistory
MPMP Materials Corp.COM CL A781$19.1K<0.1%+270+52.8%AddedHistory
MACMacerich CoCOM1,110$19.1K<0.1%+498+81.4%AddedHistory
OSCROscar Health, Inc.CL A1,453$19.0K<0.1%+410+39.3%AddedHistory
REYNReynolds Consumer Products Inc.COM798$19.0K<0.1%−90−10.1%ReducedHistory
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.0K<0.1%00.0%Unchanged–
Golden Ocean Group LtdG39637205SHS NEW2,378$19.0K<0.1%+91+4.0%Added–
TMDXTransMedics Group, Inc.COM282$19.0K<0.1%+169+149.6%AddedHistory
MTArcelorMittalNY REGISTRY SH657$19.0K<0.1%+126+23.7%AddedHistory
CRCCalifornia Resources CorpCOM STOCK431$19.0K<0.1%+128+42.2%AddedHistory
EXKEndeavour Silver CorpCOM4,434$18.9K<0.1%+59+1.3%AddedHistory
WisdomTree Tr97717W703INTL EQUITY FD325$18.9K<0.1%00.0%Unchanged–
EXPEagle Materials IncCOM85$18.9K<0.1%−8−8.6%ReducedHistory
ZDZiff Davis, Inc.COM502$18.9K<0.1%+322+178.9%AddedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A943$18.9K<0.1%−202−17.6%ReducedHistory
CSANYCosan S.A.ADS3,602$18.8K<0.1%+3,081+591.4%AddedHistory
SEI Exchange Traded Funds81589A205QIM US LARGE CAP521$18.8K<0.1%−13−2.4%Reduced–
iShares Tr464287390LATN AMER 40 ETF796$18.7K<0.1%+796New–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$18.7K<0.1%00.0%Unchanged–
BECNQxo Building Products, Inc.COM151$18.7K<0.1%−10−6.2%ReducedHistory
IXOrix CorpSPONSORED ADR894$18.7K<0.1%−96−9.7%ReducedConverted for a 5-for-1 splitHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,297$18.6K<0.1%−66−4.8%ReducedHistory
ABCBAmeris BancorpCOM322$18.5K<0.1%−52−13.9%ReducedHistory
MATXMatson, Inc.COM144$18.5K<0.1%+31+27.4%AddedHistory
JEFJefferies Financial Group Inc.COM344$18.4K<0.1%−2−0.6%ReducedHistory
GMABGenmab A/SSPONSORED ADS940$18.4K<0.1%−317−25.2%ReducedHistory
MCMoelis & CoCL A315$18.4K<0.1%+125+65.8%AddedHistory
NHCNational Healthcare CorpCOM198$18.4K<0.1%−5−2.5%ReducedHistory
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$18.3K<0.1%00.0%UnchangedHistory
LXFRLuxfer Holdings PLCSHS1,541$18.3K<0.1%−85−5.2%ReducedHistory
DHTDHT Holdings, Inc.SHS NEW1,738$18.3K<0.1%+964+124.5%AddedHistory
iShares Tr464287770U.S. FIN SVC ETF232$18.2K<0.1%00.0%Unchanged–
SMLRSemler Scientific, Inc.COM500$18.1K<0.1%+499+49,900.0%AddedHistory
SEI Exchange Traded Funds81589A304QIM US LARGE VAL557$18.1K<0.1%00.0%Unchanged–
BAPCredicorp LtdCOM97$18.1K<0.1%+3+3.2%AddedHistory
WINGWingstop Inc.COM80$18.0K<0.1%−7−8.0%ReducedHistory
SONSonoco Products CoCOM382$18.0K<0.1%+277+263.8%AddedHistory
ALSNAllison Transmission Holdings IncStock188$18.0K<0.1%+8+4.4%AddedHistory
KCKingsoft Cloud Holdings LtdADS1,252$18.0K<0.1%+502+66.9%AddedHistory
IPGInterpublic Group of Companies, Inc.COM660$17.9K<0.1%−584−46.9%ReducedHistory
LBTYALiberty Global Ltd.COM CL A1,557$17.9K<0.1%+48+3.2%AddedHistory
RPAYRepay Holdings CorpCOM CL A3,216$17.9K<0.1%+2,310+255.0%AddedHistory
ProShares Tr74347R842PSHS ULTRUSS2000535$17.9K<0.1%−86,159−99.4%Reduced–
IPARInterparfums IncCOM157$17.9K<0.1%+52+49.5%AddedHistory
SBRASabra Health Care REIT, Inc.REIT1,019$17.8K<0.1%+18+1.8%AddedHistory
CASYCaseys General Stores IncCOM41$17.8K<0.1%+5+13.9%AddedHistory
CCSCentury Communities, Inc.COM265$17.8K<0.1%+194+273.2%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM619$17.7K<0.1%+187+43.3%AddedHistory
AEISAdvanced Energy Industries IncCOM186$17.7K<0.1%+113+154.8%AddedHistory
DANDANA IncCOM1,325$17.7K<0.1%+1,325NewHistory
TEMTempus AI, Inc.CL A366$17.7K<0.1%+340+1,307.7%AddedHistory
OFGOfg BancorpCOM438$17.5K<0.1%+173+65.3%AddedHistory
Global X FDS37954Y293GLB X MLP ENRG I274$17.5K<0.1%+175+176.8%Added–
DACDanaos CorpSHS224$17.5K<0.1%−10−4.3%ReducedHistory
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$17.5K<0.1%00.0%UnchangedHistory
TACTransalta CorpCOM1,866$17.4K<0.1%−314−14.4%ReducedHistory
TDSTelephone & Data Systems IncCOM NEW450$17.4K<0.1%+37+9.0%AddedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK483$17.4K<0.1%+21+4.5%AddedHistory
GBXGreenbrier Companies IncStock339$17.4K<0.1%−6−1.7%ReducedHistory
iShares Tr46435G433MSCI USA SMCP MN419$17.4K<0.1%−932−69.0%Reduced–
CNRCore Natural Resources, Inc.COM SHS225$17.3K<0.1%−18−7.4%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM85$17.3K<0.1%−72−45.9%ReducedHistory
MARAMARA Holdings, Inc.COM1,506$17.3K<0.1%−133,362−98.9%ReducedHistory
TOLToll Brothers, Inc.COM164$17.3K<0.1%+80+95.2%AddedHistory
PSMTPricesmart IncCOM197$17.3K<0.1%+98+99.0%AddedHistory
KOPNKopin CorpCOM18,500$17.2K<0.1%−5,952−24.3%ReducedHistory
BCOBrinks CoCOM200$17.2K<0.1%+96+92.3%AddedHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I280$17.2K<0.1%+1+0.4%Added–
APPFAppfolio IncCOM CL A78$17.2K<0.1%−144−64.9%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG614$17.1K<0.1%+109+21.6%AddedHistory
RGRSturm Ruger & Co IncStock436$17.1K<0.1%+178+69.0%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM380$17.1K<0.1%+15+4.1%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM585$17.1K<0.1%+63+12.1%AddedHistory
iShares Inc464286608MSCI EURZONE ETF321$17.1K<0.1%−1−0.3%Reduced–
VRNTVerint Systems IncCOM957$17.1K<0.1%+698+269.5%AddedHistory
VETVermilion Energy Inc.COM2,108$17.1K<0.1%+158+8.1%AddedHistory
EPAMEPAM Systems, Inc.COM101$17.1K<0.1%−13−11.4%ReducedHistory
MHOM/I Homes, Inc.COM149$17.0K<0.1%+137+1,141.7%AddedHistory
NXTNextpower Inc.Stock403$17.0K<0.1%+72+21.8%AddedHistory
CFFNCapitol Federal Financial, Inc.COM3,031$17.0K<0.1%−55−1.8%ReducedHistory
iShares Tr464288844US OIL EQ&SV ETF870$17.0K<0.1%00.0%Unchanged–
HUBGHub Group, Inc.CL A455$16.9K<0.1%−62−12.0%ReducedHistory
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$16.9K<0.1%00.0%Unchanged–
FORMFormfactor IncCOM597$16.9K<0.1%+517+646.3%AddedHistory
HEHawaiian Electric Industries IncCOM1,542$16.9K<0.1%+565+57.8%AddedHistory
BHFBrighthouse Financial, Inc.COM291$16.9K<0.1%−170−36.9%ReducedHistory
Fidelity Covington Trust316092824LOW VOLITY ETF278$16.9K<0.1%+278New–
BPMCBlueprint Medicines CorpCOM190$16.8K<0.1%+28+17.3%AddedHistory
MTHMeritage Homes CORPCOM237$16.8K<0.1%+21+9.7%AddedConverted for a 2-for-1 splitHistory
PTCTPTC Therapeutics, Inc.COM329$16.8K<0.1%+221+204.6%AddedHistory
FIVEFive Below, IncCOM223$16.7K<0.1%−354−61.4%ReducedHistory
TTMITTM Technologies IncCOM814$16.7K<0.1%+94+13.1%AddedHistory
ARRArmour Residential REIT, Inc.COM SHS976$16.7K<0.1%+763+358.2%AddedHistory
ALVOAlvotechORDINARY SHARES1,706$16.5K<0.1%+316+22.7%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR1,060$16.5K<0.1%+822+345.4%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