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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
KRGKite Realty Group TrustCOM NEW625$14.0K<0.1%+18+3.0%AddedHistory
QLYSQualys, Inc.COM111$14.0K<0.1%+67+152.3%AddedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF273$14.0K<0.1%−4,517−94.3%Reduced–
UMBFUmb Financial CorpCOM138$14.0K<0.1%+10+7.8%AddedHistory
RKTRocket Companies, Inc.Stock1,154$13.9K<0.1%−65−5.3%ReducedHistory
BGRBlackRock Energy & Resources TrustCOM1,020$13.9K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072885US EQT ETF150$13.9K<0.1%−1,365−90.1%Reduced–
RBCRBC Bearings INCCOM43$13.8K<0.1%+20+87.0%AddedHistory
GLBEGlobal-E Online Ltd.SHS388$13.8K<0.1%+46+13.5%AddedHistory
CVICVR Energy IncCOM713$13.8K<0.1%+11+1.6%AddedHistory
DGICADonegal Group IncCL A704$13.8K<0.1%−22−3.0%ReducedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME416$13.8K<0.1%00.0%Unchanged–
WSFSWSFS Financial CorpCOM266$13.8K<0.1%+106+66.3%AddedHistory
LFUSLittelfuse IncCOM70$13.8K<0.1%+7+11.1%AddedHistory
PINCPremier, Inc.CL A713$13.7K<0.1%+32+4.7%AddedHistory
FERFerrovial N.V.ORD SHS306$13.7K<0.1%+246+410.0%AddedHistory
CTRECareTrust REIT, Inc.COM480$13.7K<0.1%−93−16.2%ReducedHistory
FFINFirst Financial Bankshares IncCOM382$13.7K<0.1%+124+48.1%AddedHistory
HQYHealthequity, Inc.COM155$13.7K<0.1%+16+11.5%AddedHistory
HIHillenbrand, Inc.COM567$13.7K<0.1%+189+50.0%AddedHistory
PCTYPaylocity Holding CorpCOM73$13.7K<0.1%−198−73.1%ReducedHistory
XPXP Inc.CL A988$13.6K<0.1%−251−20.3%ReducedHistory
APOGApogee Enterprises, Inc.COM293$13.6K<0.1%+17+6.2%AddedHistory
OWLBlue Owl Capital Inc.COM CL A677$13.6K<0.1%+51+8.1%AddedHistory
COLDAmericold Realty TrustCOM631$13.5K<0.1%−5,237−89.2%ReducedHistory
WFGWest Fraser Timber Co., LtdCOM176$13.5K<0.1%+41+30.4%AddedHistory
GOLFAcushnet Holdings Corp.COM197$13.5K<0.1%−17−7.9%ReducedHistory
SEBSeaboard CorpCOM5$13.5K<0.1%+1+25.0%AddedHistory
DCOMDime Commercial Bancshares, Inc.COM483$13.5K<0.1%+109+29.1%AddedHistory
FCNFti Consulting, IncCOM82$13.5K<0.1%−75−47.8%ReducedHistory
MTZMastec IncCOM115$13.4K<0.1%−65−36.1%ReducedHistory
OPLNOPENLANE, Inc.COM696$13.4K<0.1%+250+56.1%AddedHistory
CSWCSW Industrials, Inc.COM46$13.4K<0.1%+9+24.3%AddedHistory
WBWEIBO CorpSPONSORED ADR1,415$13.4K<0.1%−5−0.4%ReducedHistory
BLCOBausch & Lomb CorpCOMMON SHARES924$13.4K<0.1%+513+124.8%AddedHistory
RRyder System IncCOM93$13.4K<0.1%−15−13.9%ReducedHistory
SNDRSchneider National, Inc.CL B583$13.3K<0.1%+7+1.2%AddedHistory
AAONAaon, Inc.COM PAR $0.004170$13.3K<0.1%+21+14.1%AddedHistory
WMKWeis Markets IncCOM172$13.3K<0.1%+135+364.9%AddedHistory
MHKMohawk Industries IncCOM116$13.2K<0.1%+82+241.2%AddedHistory
MSGSMadison Square Garden Sports Corp.CL A68$13.2K<0.1%+6+9.7%AddedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK2,922$13.2K<0.1%−2−0.1%ReducedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS1,518$13.2K<0.1%−802−34.6%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS861$13.2K<0.1%−8,304−90.6%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,035$13.2K<0.1%−20,110−95.1%ReducedHistory
ATRAptargroup, Inc.Stock89$13.2K<0.1%+1+1.1%AddedHistory
MGYMagnolia Oil & Gas CorpCL A522$13.2K<0.1%−11−2.1%ReducedHistory
MDPediatrix Medical Group, Inc.COM907$13.1K<0.1%+224+32.8%AddedHistory
PIPRPiper Sandler CompaniesCOM53$13.1K<0.1%−322−85.9%ReducedHistory
HHHHoward Hughes Holdings Inc.COM177$13.1K<0.1%+29+19.6%AddedHistory
PRPermian Resources CorpCLASS A COM946$13.1K<0.1%+677+251.7%AddedHistory
MIDDMIDDLEBY CorpCOM86$13.1K<0.1%+13+17.8%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR836$13.1K<0.1%−5−0.6%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM919$13.1K<0.1%+245+36.4%AddedHistory
J P Morgan Exchange Traded F46641Q399BETABUILDRS US129$13.0K<0.1%00.0%Unchanged–
SOBOSouth Bow CorpCOM510$13.0K<0.1%+53+11.6%AddedHistory
CVCOCavco Industries, Inc.COM25$13.0K<0.1%+9+56.3%AddedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX161$13.0K<0.1%+97+151.6%Added–
AWRAmerican States Water CoCOM165$13.0K<0.1%+59+55.7%AddedHistory
PNNTPennantpark Investment CorpCOM1,842$12.9K<0.1%00.0%UnchangedHistory
CGNXCognex CorpCOM434$12.9K<0.1%+81+22.9%AddedHistory
FSMFortuna Mining Corp.Stock2,122$12.9K<0.1%−64−2.9%ReducedHistory
ROGRogers CorpCOM191$12.9K<0.1%+174+1,023.5%AddedHistory
TALOTalos Energy Inc.COM1,324$12.9K<0.1%+1,221+1,185.4%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF132$12.9K<0.1%−13−9.0%Reduced–
PIIPolaris Inc.Stock314$12.9K<0.1%+246+361.8%AddedHistory
BLKBBlackbaud IncCOM207$12.8K<0.1%+9+4.5%AddedHistory
LUMNLumen Technologies, Inc.Stock3,275$12.8K<0.1%+1,115+51.6%AddedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,294$12.8K<0.1%−704−8.8%ReducedHistory
Sprott ETF Trust85210B201JR GOLD MINERS E300$12.8K<0.1%00.0%Unchanged–
USACUSA Compression Partners, LPCOMUNIT LTDPAR472$12.7K<0.1%+2+0.4%AddedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A812$12.7K<0.1%+36+4.6%AddedHistory
SPNTSiriusPoint LtdCOM736$12.7K<0.1%+3+0.4%AddedHistory
PATKPatrick Industries IncCOM150$12.7K<0.1%+11+7.9%AddedHistory
REGRegency Centers CorpCOM171$12.6K<0.1%+103+151.5%AddedHistory
SXTSensient Technologies CorpCOM169$12.6K<0.1%+33+24.3%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT7,813$12.6K<0.1%+5,762+280.9%AddedHistory
VREVeris Residential, Inc.COM743$12.6K<0.1%+81+12.2%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF160$12.5K<0.1%+125+357.1%Added–
WDFCWD 40 CoCOM51$12.4K<0.1%+20+64.5%AddedHistory
FBINFortune Brands Innovations, Inc.COM204$12.4K<0.1%+107+110.3%AddedHistory
PVHPVH Corp.COM192$12.4K<0.1%+7+3.8%AddedHistory
GBTCGrayscale Bitcoin Trust ETFETF190$12.4K<0.1%−1,650−89.7%ReducedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B868$12.3K<0.1%+55+6.8%AddedHistory
BDCBelden Inc.COM123$12.3K<0.1%+19+18.3%AddedHistory
LINELineage, Inc.COM210$12.3K<0.1%−35−14.3%ReducedHistory
CNXCNX Resources CorpCOM390$12.3K<0.1%+156+66.7%AddedHistory
ALITAlight, Inc. / DelawareCOM CL A2,063$12.2K<0.1%+455+28.3%AddedHistory
SITMSITIME CorpCOM80$12.2K<0.1%+41+105.1%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF479$12.2K<0.1%−119−19.9%Reduced–
SIISprott Inc.COM NEW272$12.2K<0.1%−44−13.9%ReducedHistory
IONQIonQ, Inc.COM552$12.2K<0.1%+428+345.2%AddedHistory
AROCArchrock, Inc.COM463$12.1K<0.1%+60+14.9%AddedHistory
NOVTNovanta IncCOM95$12.1K<0.1%−40−29.6%ReducedHistory
AMEDAmedisys IncCOM131$12.1K<0.1%+21+19.1%AddedHistory
FSVFirstService CorpCOM73$12.1K<0.1%+27+58.7%AddedHistory
SSRMSSR Mining Inc.Stock1,208$12.1K<0.1%+25+2.1%AddedHistory
MTCHMatch Group, Inc.COM388$12.1K<0.1%+246+173.2%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM330$12.1K<0.1%−48−12.7%ReducedHistory
INSPInspire Medical Systems, Inc.COM76$12.1K<0.1%+19+33.3%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