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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
GNTXGentex CorpCOM211$4.92K<0.1%+51+31.9%AddedHistory
NIONIO Inc.ADR1,290$4.92K<0.1%+456+54.7%AddedHistory
TFIITFI International Inc.COM63$4.89K<0.1%−13−17.1%ReducedHistory
Alps ETF Tr00162Q858SECTR DIV DOGS84$4.88K<0.1%00.0%Unchanged–
Occidental Pete Corp WT Exp 080327674599162Stock176$4.87K<0.1%−249−58.6%Reduced–
KTOSKratos Defense & Security Solutions, Inc.COM NEW164$4.87K<0.1%−564−77.5%ReducedHistory
BRSLBrightstar Lottery PLCSHS USD298$4.84K<0.1%+188+170.9%AddedHistory
iShares Tr464287184CHINA LG-CAP ETF135$4.84K<0.1%−200−59.7%Reduced–
RGENRepligen CorpCOM38$4.83K<0.1%+7+22.6%AddedHistory
GMSGMS Inc.COM66$4.83K<0.1%+2+3.1%AddedHistory
GLOBGlobant S.A.COM41$4.83K<0.1%−790−95.1%ReducedHistory
NXRTNexPoint Residential Trust, Inc.COM122$4.82K<0.1%−24−16.4%ReducedHistory
ASTSAST SpaceMobile, Inc.COM CL A212$4.82K<0.1%−3−1.4%ReducedHistory
ODPODP CorpCOM336$4.82K<0.1%+336NewHistory
iShares Tr464288372GLB INFRASTR ETF88$4.81K<0.1%00.0%Unchanged–
LMNDLemonade, Inc.Stock153$4.81K<0.1%+105+218.8%AddedHistory
CIVBCivista Bancshares, Inc.COM NO PAR246$4.81K<0.1%+28+12.8%AddedHistory
MYEMyers Industries IncCOM402$4.80K<0.1%+402NewHistory
Fidelity Covington Trust316092162DISRU COMMU ETF130$4.79K<0.1%+130New–
HTHHilltop Holdings Inc.COM157$4.78K<0.1%+154+5,133.3%AddedHistory
UEUrban Edge PropertiesCOM251$4.77K<0.1%+175+230.3%AddedHistory
AMRAlpha Metallurgical Resources, Inc.COM38$4.76K<0.1%+16+72.7%AddedHistory
HAINHain Celestial Group IncCOM1,146$4.76K<0.1%+916+398.3%AddedHistory
CKXCKX Lands, Inc.COM400$4.75K<0.1%00.0%UnchangedHistory
MSEXMiddlesex Water CoCOM74$4.74K<0.1%+22+42.3%AddedHistory
HURNHuron Consulting Group Inc.Stock33$4.73K<0.1%+33NewHistory
CALCaleres IncCOM274$4.72K<0.1%+270+6,750.0%AddedHistory
MMIMarcus & Millichap, Inc.COM137$4.72K<0.1%−112−45.0%ReducedHistory
SLGNSilgan Holdings IncCOM92$4.71K<0.1%+1+1.1%AddedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100160$4.65K<0.1%00.0%Unchanged–
OUTOUTFRONT Media Inc.REIT288$4.64K<0.1%+288NewHistory
LGNDLigand Pharmaceuticals IncCOM NEW44$4.63K<0.1%+12+37.5%AddedHistory
ASCArdmore Shipping CorpCOM472$4.62K<0.1%−256−35.2%ReducedHistory
BMBLBumble Inc.COM CL A1,064$4.62K<0.1%−398−27.2%ReducedHistory
JJSFJ&J Snack Foods CorpCOM35$4.61K<0.1%−40−53.3%ReducedHistory
GESGuess IncCOM416$4.61K<0.1%−345−45.3%ReducedHistory
MATWMatthews International CorpCL A207$4.60K<0.1%+127+158.8%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM104$4.59K<0.1%+54+108.0%AddedHistory
Global X Uranium ETF37954Y871ETF200$4.58K<0.1%+100+100.0%Added–
AHCOAdaptHealth Corp.COMMON STOCK421$4.56K<0.1%+201+91.4%AddedHistory
HNSTHonest Company, Inc.COM970$4.56K<0.1%+796+457.5%AddedHistory
AMBAAmbarella IncSHS90$4.53K<0.1%+50+125.0%AddedHistory
PLMRPalomar Holdings, Inc.Stock33$4.52K<0.1%+20+153.8%AddedHistory
CCSIConsensus Cloud Solutions, Inc.COM196$4.52K<0.1%+13+7.1%AddedHistory
TGITriumph Group IncCOM178$4.51K<0.1%+45+33.8%AddedHistory
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.50K<0.1%+169New–
STCStewart Information Services CorpCOM63$4.50K<0.1%+27+75.0%AddedHistory
HXLHexcel CorpCOM82$4.49K<0.1%−53−39.3%ReducedHistory
WSWorthington Steel, Inc.COM SHS177$4.48K<0.1%+169+2,112.5%AddedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4.48K<0.1%−1−2.0%Reduced–
DAVAEndava plcADS229$4.47K<0.1%+2+0.9%AddedHistory
APPNAppian CorpCL A155$4.47K<0.1%+87+127.9%AddedHistory
REVGREV Group, Inc.COM141$4.46K<0.1%+38+36.9%AddedHistory
CRKComstock Resources IncCOM219$4.45K<0.1%−1−0.5%ReducedHistory
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.45K<0.1%00.0%Unchanged–
NNNextnav Inc.COMMON STOCK365$4.44K<0.1%+46+14.4%AddedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC186$4.44K<0.1%00.0%Unchanged–
OSBCOld Second Bancorp IncCOM265$4.41K<0.1%+251+1,792.9%AddedHistory
WSRWhitestone REITCOM302$4.40K<0.1%00.0%UnchangedHistory
ARDXArdelyx, Inc.COM893$4.38K<0.1%+362+68.2%AddedHistory
OSPNOneSpan Inc.COM287$4.38K<0.1%+195+212.0%AddedHistory
KALUKaiser Aluminum CorpCOM PAR $0.0172$4.37K<0.1%−2−2.7%ReducedHistory
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4.36K<0.1%00.0%Unchanged–
CHEFChefs' Warehouse, Inc.COM80$4.36K<0.1%+29+56.9%AddedHistory
CMPCompass Minerals International IncStock467$4.34K<0.1%−66−12.4%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM89$4.30K<0.1%+79+790.0%AddedHistory
PRVAPrivia Health Group, Inc.COM191$4.29K<0.1%−2,189−92.0%ReducedHistory
CWANClearwater Analytics Holdings, Inc.CL A160$4.29K<0.1%+92+135.3%AddedHistory
YOUClear Secure, Inc.COM CL A165$4.28K<0.1%+110+200.0%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER257$4.27K<0.1%+257New–
SXCSunCoke Energy, Inc.COM464$4.27K<0.1%+76+19.6%AddedHistory
DRVNDriven Brands Holdings Inc.COM249$4.27K<0.1%+107+75.4%AddedHistory
IOTSamsara Inc.Stock111$4.25K<0.1%+61+122.0%AddedHistory
SBGISinclair, Inc.CL A265$4.22K<0.1%+41+18.3%AddedHistory
JACKJack in the Box IncCOM155$4.21K<0.1%+133+604.5%AddedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4.20K<0.1%00.0%Unchanged–
ATSGAir Transport Services Group, Inc.COM187$4.20K<0.1%+36+23.8%AddedHistory
JBIJanus International Group, Inc.COMMON STOCK582$4.19K<0.1%+532+1,064.0%AddedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4.18K<0.1%+526NewHistory
MIRMirion Technologies, Inc.COM CL A288$4.18K<0.1%+207+255.6%AddedHistory
BANFBancfirst CorpCOM38$4.17K<0.1%+12+46.2%AddedHistory
PLOWDouglas Dynamics, IncCOM179$4.16K<0.1%+36+25.2%AddedHistory
WSCWillScot Holdings CorpCOM CL A149$4.14K<0.1%−32−17.7%ReducedHistory
HRTGHeritage Insurance Holdings, Inc.COM287$4.14K<0.1%+147+105.0%AddedHistory
VICRVicor CorpCOM88$4.12K<0.1%+25+39.7%AddedHistory
SHCSotera Health CoCOM353$4.12K<0.1%+2+0.6%AddedHistory
HRMYHarmony Biosciences Holdings, Inc.COM124$4.12K<0.1%−8−6.1%ReducedHistory
DORMDorman Products, Inc.COM34$4.10K<0.1%+13+61.9%AddedHistory
DARDarling Ingredients Inc.COM130$4.06K<0.1%+129+12,900.0%AddedHistory
BGSB&G Foods, Inc.COM591$4.06K<0.1%−4−0.7%ReducedHistory
PKSTPeakstone Realty TrustCommon Stock322$4.06K<0.1%+322NewHistory
DECDiversified Energy CoSHS NEW300$4.06K<0.1%+300NewHistory
SBHSally Beauty Holdings, Inc.COM449$4.05K<0.1%+21+4.9%AddedHistory
WLYJohn Wiley & Sons, Inc.CL A91$4.05K<0.1%+55+152.8%AddedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN72$4.04K<0.1%−618−89.6%Reduced–
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4.03K<0.1%00.0%Unchanged–
BURBurford Capital LtdORD SHS305$4.03K<0.1%+149+95.5%AddedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK128$4.00K<0.1%−30−19.0%Reduced–
ACMRACM Research, Inc.Stock171$3.99K<0.1%+152+800.0%AddedHistory
Amplify Blockchain Technology ETF032108607ETF108$3.98K<0.1%−214−66.5%Reduced–

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