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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
SSentinelOne, Inc.CL A665$12.1K<0.1%+280+72.7%AddedHistory
COTYCoty Inc.COM CL A2,209$12.1K<0.1%+1,262+133.3%AddedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR676$12.1K<0.1%−32−4.5%ReducedHistory
KWKennedy-Wilson Holdings, Inc.COM1,390$12.1K<0.1%+54+4.0%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM207$12.1K<0.1%+188+989.5%AddedHistory
HMNHorace Mann Educators CorpCOM282$12.0K<0.1%+4+1.4%AddedHistory
Flexshares Tr33939L779DISCP DUR MBS583$12.0K<0.1%−617−51.4%Reduced–
WTSWatts Water Technologies IncCL A59$12.0K<0.1%+23+63.9%AddedHistory
EPMEvolution Petroleum CorpCOM2,316$12.0K<0.1%+1,846+392.8%AddedHistory
PLTKPlaytika Holding Corp.COM2,320$12.0K<0.1%+1,678+261.4%AddedHistory
JOEST JOE CoCOM255$12.0K<0.1%−833−76.6%ReducedHistory
FRSHFreshworks Inc.Stock849$12.0K<0.1%+294+53.0%AddedHistory
PTENPatterson Uti Energy IncCOM1,450$11.9K<0.1%+374+34.8%AddedHistory
PJTPJT Partners Inc.COM CL A86$11.9K<0.1%+10+13.2%AddedHistory
OCOwens CorningStock83$11.9K<0.1%−40−32.5%ReducedHistory
AMKRAmkor Technology, Inc.COM656$11.8K<0.1%−58−8.1%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK1,568$11.8K<0.1%+362+30.0%AddedHistory
ANDEAndersons, Inc.COM273$11.7K<0.1%−2,593−90.5%ReducedHistory
POWIPower Integrations IncCOM232$11.7K<0.1%+97+71.9%AddedHistory
KYMRKymera Therapeutics, Inc.COM428$11.7K<0.1%+402+1,546.2%AddedHistory
CZRCaesars Entertainment, Inc.COM467$11.7K<0.1%+9+2.0%AddedHistory
HAFCHanmi Financial CorpCOM NEW514$11.6K<0.1%−73−12.4%ReducedHistory
STRSitio Royalties Corp.CLASS A COM584$11.6K<0.1%+430+279.2%AddedHistory
FTDRFrontdoor, Inc.COM302$11.6K<0.1%−125−29.3%ReducedHistory
SNNRFSunrise Communications AGADS CL A240$11.6K<0.1%−193−44.6%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW325$11.6K<0.1%+240+282.4%AddedHistory
PSNParsons CorpCOM195$11.5K<0.1%+92+89.3%AddedHistory
CONConcentra Group Holdings Parent, Inc.COMMON STOCK532$11.5K<0.1%+43+8.8%AddedHistory
MMSIMerit Medical Systems IncCOM109$11.5K<0.1%+15+16.0%AddedHistory
SFNCSimmons First National CorpCL A $1 PAR559$11.5K<0.1%+100+21.8%AddedHistory
URBNUrban Outfitters IncCOM219$11.5K<0.1%+50+29.6%AddedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS763$11.5K<0.1%+221+40.8%AddedHistory
ACHAccendra Health IncStock1,270$11.5K<0.1%+1,270NewHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS1,309$11.5K<0.1%+1,282+4,748.1%AddedHistory
BANCBanc of California, Inc.COM807$11.5K<0.1%+182+29.1%AddedHistory
CDECoeur Mining, Inc.COM NEW1,933$11.4K<0.1%+1,608+494.8%AddedHistory
DIODDiodes IncCOM265$11.4K<0.1%+93+54.1%AddedHistory
LAZLazard, Inc.COM264$11.4K<0.1%+92+53.5%AddedHistory
Fidelity Covington Trust31609A404ENHANCED INTL384$11.4K<0.1%+384New–
AINAlbany International CorpCL A165$11.4K<0.1%+72+77.4%AddedHistory
EVHEvolent Health, Inc.CL A1,201$11.4K<0.1%+676+128.8%AddedHistory
BTUPeabody Energy CorpCOM839$11.4K<0.1%+116+16.0%AddedHistory
ALLYAlly Financial Inc.Stock311$11.3K<0.1%+120+62.8%AddedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF316$11.3K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$11.3K<0.1%00.0%Unchanged–
ADMAAdma Biologics, Inc.COM565$11.2K<0.1%+89+18.7%AddedHistory
RESRPC IncCOM2,038$11.2K<0.1%−83−3.9%ReducedHistory
PLNTPlanet Fitness, Inc.CL A116$11.2K<0.1%+36+45.0%AddedHistory
TIMBTim S.A.SPONSORED ADR715$11.2K<0.1%−100−12.3%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A139$11.2K<0.1%−720−83.8%ReducedHistory
KOSKosmos Energy Ltd.COM4,895$11.2K<0.1%+2,433+98.8%AddedHistory
UTZUtz Brands, Inc.COM CL A792$11.2K<0.1%+548+224.6%AddedHistory
LRNStride, Inc.COM88$11.1K<0.1%+34+63.0%AddedHistory
ANFAbercrombie & Fitch CoCL A145$11.1K<0.1%+21+16.9%AddedHistory
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$11.1K<0.1%−800−66.6%Reduced–
RAMPLiveRamp Holdings, Inc.COM423$11.1K<0.1%+106+33.4%AddedHistory
VRNSVaronis Systems IncCOM273$11.0K<0.1%+211+340.3%AddedHistory
UVVUniversal CorpCOM197$11.0K<0.1%+49+33.1%AddedHistory
OISOil States International, IncCOM2,136$11.0K<0.1%+842+65.1%AddedHistory
RIGTransocean Ltd.REGISTERED SHS3,465$11.0K<0.1%+1,433+70.5%AddedHistory
RMTRoyce Micro-Cap Trust, Inc.COM1,302$11.0K<0.1%00.0%UnchangedHistory
SAGESage Therapeutics, Inc.COM1,378$11.0K<0.1%+1,377+137,700.0%AddedHistory
INVAInnoviva, Inc.COM603$10.9K<0.1%−25−4.0%ReducedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR216$10.9K<0.1%+10+4.9%AddedHistory
SPDR Series Trust78464A607ST STR DOW REIT110$10.9K<0.1%00.0%Unchanged–
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C160$10.9K<0.1%+22+15.9%AddedHistory
VBTXVeritex Holdings, Inc.COM436$10.9K<0.1%+60+16.0%AddedHistory
KLGWK Kellogg CoCOM546$10.9K<0.1%−24−4.2%ReducedHistory
TXTTextron IncCOM150$10.8K<0.1%+9+6.4%AddedHistory
HBIHanesbrands Inc.COM1,873$10.8K<0.1%−18−1.0%ReducedHistory
HGTYHagerty, Inc.CL A COM1,194$10.8K<0.1%+179+17.6%AddedHistory
PLXSPlexus CorpCOM84$10.8K<0.1%−33−28.2%ReducedHistory
ABMAbm Industries IncCOM227$10.8K<0.1%+77+51.3%AddedHistory
SSDSimpson Manufacturing Co., Inc.COM68$10.7K<0.1%+35+106.1%AddedHistory
CWKCushman & Wakefield Ltd.SHS1,043$10.7K<0.1%−95−8.3%ReducedHistory
CNKCinemark Holdings, Inc.COM428$10.7K<0.1%−11−2.5%ReducedHistory
TMHCTaylor Morrison Home CorpCOM177$10.6K<0.1%+47+36.2%AddedHistory
PARPar Technology CorpCOM173$10.6K<0.1%+169+4,225.0%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF389$10.6K<0.1%−537−58.0%Reduced–
IRDMIridium Communications Inc.COM387$10.6K<0.1%−96−19.9%ReducedHistory
ORAOrmat Technologies, Inc.COM149$10.5K<0.1%+50+50.5%AddedHistory
IPGPIpg Photonics CorpCOM166$10.5K<0.1%+139+514.8%AddedHistory
MWAMueller Water Products, Inc.COM SER A412$10.5K<0.1%+93+29.2%AddedHistory
MCSMarcus CorpCOM627$10.5K<0.1%−92−12.8%ReducedHistory
ENPHEnphase Energy, Inc.Stock168$10.4K<0.1%+135+409.1%AddedHistory
SEMSelect Medical Holdings CorpCOM624$10.4K<0.1%+90+16.9%AddedHistory
SRRKScholar Rock Holding CorpCOM323$10.4K<0.1%−8−2.4%ReducedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS3,629$10.4K<0.1%+3,629NewHistory
AAAUGoldman Sachs Physical Gold ETFUNIT336$10.4K<0.1%−57,584−99.4%ReducedHistory
AMNAmn Healthcare Services IncCOM424$10.4K<0.1%+277+188.4%AddedHistory
INDBIndependent Bank CorpCOM165$10.3K<0.1%+40+32.0%AddedHistory
PDMPiedmont Realty Trust, Inc.COM CL A1,400$10.3K<0.1%−112−7.4%ReducedHistory
VKTXViking Therapeutics, Inc.COM427$10.3K<0.1%+354+484.9%AddedHistory
Innovator ETFs Trust45782C532US EQTY ULTRA B300$10.3K<0.1%00.0%Unchanged–
CBANColony Bankcorp IncCOM637$10.3K<0.1%+5+0.8%AddedHistory
CRSRCorsair Gaming, Inc.COM1,160$10.3K<0.1%+958+474.3%AddedHistory
HCCWarrior Met Coal, Inc.COM215$10.3K<0.1%−6−2.7%ReducedHistory
BNTXBioNTech SESPONSORED ADS112$10.2K<0.1%+2+1.8%AddedHistory
PPBIPacific Premier Bancorp IncCOM480$10.2K<0.1%+145+43.3%AddedHistory
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA557$10.2K<0.1%+557New–

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