Skip to main content
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
SSLSasol LtdSPONSORED ADR2,003$8.47K<0.1%−944−32.0%ReducedHistory
ONBOld National BancorpStock399$8.46K<0.1%+96+31.7%AddedHistory
DEIDouglas Emmett IncCOM528$8.45K<0.1%−59−10.1%ReducedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A379$8.42K<0.1%+366+2,815.4%AddedHistory
ADUSAddus HomeCare CorpCOM85$8.41K<0.1%−4−4.5%ReducedHistory
ASAmer Sports, Inc.COM SHS313$8.37K<0.1%+313NewHistory
HCSGHealthcare Services Group IncCOM830$8.37K<0.1%+69+9.1%AddedHistory
AGFirst Majestic Silver CorpCOM1,249$8.36K<0.1%+12+1.0%AddedHistory
TEXTerex CorpStock221$8.35K<0.1%+110+99.1%AddedHistory
SMRNuscale Power CorpCL A COM589$8.34K<0.1%+578+5,254.5%AddedHistory
Copel-ADR20441B605ADR1,139$8.33K<0.1%+441+63.2%Added–
AAPAdvance Auto Parts IncCOM212$8.31K<0.1%−234−52.5%ReducedHistory
STSensata Technologies Holding plcSHS342$8.30K<0.1%−55−13.9%ReducedHistory
ELFe.l.f. Beauty, Inc.COM132$8.29K<0.1%+34+34.7%AddedHistory
iShares Tr46435U366SELF DRIVNG EV283$8.27K<0.1%00.0%Unchanged–
Invesco Actively Managed Exc46090A101ACTIVE US REAL89$8.27K<0.1%00.0%Unchanged–
SHOEShoe Station Group IncCOM375$8.25K<0.1%+368+5,257.1%AddedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF41$8.23K<0.1%00.0%Unchanged–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8.21K<0.1%00.0%UnchangedHistory
SHAKShake Shack Inc.CL A93$8.20K<0.1%+12+14.8%AddedHistory
TREXTrex Co IncCOM141$8.19K<0.1%+102+261.5%AddedHistory
MBCMasterBrand, Inc.COMMON STOCK627$8.19K<0.1%+134+27.2%AddedHistory
EGYVaalco Energy IncCOM NEW2,177$8.19K<0.1%+650+42.6%AddedHistory
EFCEllington Financial Inc.COM616$8.17K<0.1%+207+50.6%AddedHistory
SMPStandard Motor Products, Inc.Stock327$8.15K<0.1%−238−42.1%ReducedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF345$8.14K<0.1%+45+15.0%Added–
TNCTennant CoCOM102$8.13K<0.1%+83+436.8%AddedHistory
ARCBArcbest CorpCOM115$8.12K<0.1%−7−5.7%ReducedHistory
NCZVirtus Convertible & Income Fund IICOM NEW700$8.09K<0.1%00.0%UnchangedConverted for a 1-for-4 splitHistory
IPIIntrepid Potash, Inc.COM275$8.08K<0.1%00.0%UnchangedHistory
CARGCarGurus, Inc.COM CL A277$8.07K<0.1%−5,797−95.4%ReducedHistory
PLUSEplus IncCOM132$8.06K<0.1%−14−9.6%ReducedHistory
Fidelity Covington Trust316092113ENHANCED LARGE258$8.05K<0.1%+71+38.0%Added–
XUnited States Steel CorpCOM190$8.03K<0.1%−136−41.7%ReducedHistory
WisdomTree Tr97717X172US HGH YLD CORP178$8.03K<0.1%+178New–
BCRXBiocryst Pharmaceuticals IncCOM1,070$8.03K<0.1%+920+613.3%AddedHistory
PTONPeloton Interactive, Inc.CL A COM1,267$8.01K<0.1%+1,116+739.1%AddedHistory
YELPYelp IncCL A216$8.00K<0.1%+76+54.3%AddedHistory
VSXYVictoria's Secret & Co.COMMON STOCK430$7.99K<0.1%−24−5.3%ReducedHistory
DINDine Brands Global, Inc.COM343$7.98K<0.1%+224+188.2%AddedHistory
BLMNBloomin' Brands, Inc.COM1,112$7.98K<0.1%−530−32.3%ReducedHistory
Innovator ETFs Trust45782C391US EQTY BUFR MAR175$7.97K<0.1%00.0%Unchanged–
RDFNRedfin CorpCOM865$7.97K<0.1%+774+850.5%AddedHistory
GNLGlobal Net Lease, Inc.COM NEW988$7.94K<0.1%+238+31.7%AddedHistory
JBTMJBT Marel CorpCOM65$7.94K<0.1%+29+80.6%AddedHistory
AUBAtlantic Union Bankshares CorpCOM255$7.94K<0.1%+72+39.3%AddedHistory
WMSAdvanced Drainage Systems, Inc.COM73$7.93K<0.1%+52+247.6%AddedHistory
RUSHARush Enterprises IncCL A148$7.91K<0.1%+28+23.3%AddedHistory
BBNXBeta Bionics, Inc.COM644$7.88K<0.1%+644NewHistory
BBIOBridgeBio Pharma, Inc.COM228$7.88K<0.1%+64+39.0%AddedHistory
LAURLaureate Education, Inc.COMMON STOCK385$7.87K<0.1%+367+2,038.9%AddedHistory
FLFoot Locker, Inc.COM558$7.87K<0.1%+283+102.9%AddedHistory
WDWalker & Dunlop, Inc.COM92$7.85K<0.1%+18+24.3%AddedHistory
JOYYJOYY Inc.ADS REPSTG COM A187$7.85K<0.1%+4+2.2%AddedHistory
PZZAPapa Johns International IncStock191$7.85K<0.1%+117+158.1%AddedHistory
OPCHOption Care Health, Inc.COM NEW224$7.83K<0.1%−23−9.3%ReducedHistory
TRMKTrustmark CorpCOM226$7.79K<0.1%+78+52.7%AddedHistory
XERSXeris Biopharma Holdings, Inc.COM1,418$7.79K<0.1%+889+168.1%AddedHistory
TFSLTFS Financial CORPCOM626$7.76K<0.1%+300+92.0%AddedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$7.75K<0.1%00.0%Unchanged–
SVCService Properties TrustCOM SH BEN INT2,964$7.74K<0.1%+1,218+69.8%AddedHistory
HLLYHolley Inc.COM3,003$7.72K<0.1%+63+2.1%AddedHistory
CACICACI International IncCL A21$7.71K<0.1%−16−43.2%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF56$7.70K<0.1%00.0%Unchanged–
LTCLTC Properties IncREIT217$7.69K<0.1%−165−43.2%ReducedHistory
MCIBarings Corporate InvestorsCOM328$7.69K<0.1%−49−13.0%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE177$7.66K<0.1%−83−31.9%Reduced–
NXQuanex Building Products CORPCOM412$7.66K<0.1%+396+2,475.0%AddedHistory
SDGRSchrodinger, Inc.COM388$7.66K<0.1%+367+1,747.6%AddedHistory
BOHBank of Hawaii CorpCOM111$7.66K<0.1%+100+909.1%AddedHistory
VTSVitesse Energy, Inc.COMMON STOCK311$7.65K<0.1%+45+16.9%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF61$7.59K<0.1%+9+17.3%Added–
BOOMDMC Global Inc.COM901$7.59K<0.1%−21−2.3%ReducedHistory
CNSCohen & Steers, Inc.COM94$7.54K<0.1%+37+64.9%AddedHistory
CCOICogent Communications Holdings, Inc.COM NEW123$7.54K<0.1%−5−3.9%ReducedHistory
FLNCFluence Energy, Inc.COM CL A1,554$7.54K<0.1%+931+149.4%AddedHistory
WLKWestlake CorpCOM75$7.50K<0.1%+19+33.9%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW105$7.50K<0.1%00.0%Unchanged–
CSGSCSG Systems International IncCOM124$7.50K<0.1%+69+125.5%AddedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$7.50K<0.1%00.0%Unchanged–
SPRSpirit AeroSystems Holdings, Inc.COM CL A217$7.49K<0.1%+50+29.9%AddedHistory
HODLVanEck Bitcoin ETFSH BEN INT320$7.46K<0.1%−300−48.4%ReducedConverted for a 4-for-1 splitHistory
CABOCable One, Inc.COM28$7.44K<0.1%+15+115.4%AddedHistory
FSSFederal Signal CorpCOM101$7.44K<0.1%−25−19.8%ReducedHistory
iShares Inc464286632MSCI ISRAEL ETF100$7.44K<0.1%00.0%Unchanged–
IESCIES Holdings, Inc.COM45$7.43K<0.1%−506−91.8%ReducedHistory
HIMSHims & Hers Health, Inc.Stock251$7.42K<0.1%+156+164.2%AddedHistory
DOCNDigitalOcean Holdings, Inc.COM222$7.41K<0.1%+112+101.8%AddedHistory
OMABCentral North Airport GroupSPON ADR94$7.39K<0.1%+11+13.3%AddedHistory
STRLSterling Infrastructure, Inc.COM65$7.36K<0.1%+37+132.1%AddedHistory
ALHCAlignment Healthcare, Inc.COM395$7.36K<0.1%+301+320.2%AddedHistory
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$7.33K<0.1%−76−42.0%Reduced–
GPGIGPGI, Inc.COM CL A672$7.30K<0.1%−3−0.4%ReducedHistory
DSXDiana Shipping Inc.COM4,677$7.30K<0.1%+2,095+81.1%AddedHistory
AXAxos Financial, Inc.COM113$7.29K<0.1%+81+253.1%AddedHistory
XPROExpro Group Holdings N.V.COM733$7.29K<0.1%−87−10.6%ReducedHistory
INMDInMode Ltd.SHS409$7.26K<0.1%+349+581.7%AddedHistory
iShares Tr46435G524INTL DIV GRWTH100$7.24K<0.1%00.0%Unchanged–
TBBKBancorp, Inc.COM137$7.24K<0.1%−3,644−96.4%ReducedHistory
OIIOceaneering International IncStock331$7.22K<0.1%+115+53.2%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