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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
WPCW. P. Carey Inc.COM21,427$1.35M0.1%−2,820−11.6%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF50,388$1.35M0.1%+22,355+79.7%Added–
CSCOCisco Systems, Inc.Stock21,885$1.35M0.1%+5,458+33.2%AddedHistory
CIENCiena CorpCOM NEW21,973$1.33M0.1%+3,502+19.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR7,966$1.32M0.1%−1,496−15.8%ReducedHistory
Amplify ETF Tr032108722CWP INTL ENHANCE42,005$1.32M0.1%+23,443+126.3%Added–
RSGRepublic Services, Inc.COM5,407$1.31M0.1%+346+6.8%AddedHistory
iShares Tr464288448INTL SEL DIV ETF41,806$1.30M0.1%−17,860−29.9%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF27,909$1.28M0.1%+5,511+24.6%Added–
iShares S&P 500 Value ETF464287408ETF6,688$1.27M0.1%+3,383+102.4%Added–
WisdomTree Tr97717X578EM EX ST-OWNED41,034$1.27M0.1%−571−1.4%Reduced–
MRKMerck & Co., Inc.Stock14,076$1.26M0.1%+439+3.2%AddedHistory
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF39,790$1.23M0.1%+20,465+105.9%Added–
TAT&T Inc.Stock43,186$1.22M0.1%+5,596+14.9%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,506$1.21M0.1%+46+0.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF16,017$1.21M0.1%+978+6.5%Added–
Vanguard Index FDS922908652EXTEND MKT ETF6,906$1.19M0.1%−1,068−13.4%Reduced–
UNPUnion Pacific CorpStock5,005$1.18M0.1%+988+24.6%AddedHistory
MPCMarathon Petroleum CorpStock7,977$1.16M0.1%+179+2.3%AddedHistory
IBMInternational Business Machines CorpStock4,642$1.15M0.1%+1,106+31.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF11,636$1.15M0.1%+1,946+20.1%Added–
LOWLowes Companies IncStock4,894$1.14M0.1%+346+7.6%AddedHistory
LMTLockheed Martin CorpStock2,529$1.13M0.1%+229+10.0%AddedHistory
AXPAmerican Express CoStock4,171$1.12M0.1%+605+17.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF4,264$1.10M0.1%−166−3.7%Reduced–
CVSCVS Health CorpStock16,108$1.09M0.1%−210−1.3%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF41,312$1.07M0.1%−153−0.4%Reduced–
DDominion Energy, IncStock19,107$1.07M0.1%+1,047+5.8%AddedHistory
TJXTJX Companies IncStock8,754$1.07M0.1%−11,615−57.0%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,162$1.06M0.1%+1,129+7.5%Added–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID30,973$1.06M0.1%−1,290−4.0%Reduced–
JBLJabil IncStock7,759$1.06M0.1%+141+1.9%AddedHistory
ADBEAdobe Inc.Stock2,744$1.05M0.1%+393+16.7%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF4,118$1.05M0.1%−332−7.5%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF1,968$1.05M0.1%−280−12.5%ReducedHistory
PIMCO ETF Tr72201R817INV GRD CRP BD10,690$1.03M0.1%+10,690New–
ETEnergy Transfer LPCOM UT LTD PTN55,602$1.03M0.1%−641−1.1%ReducedHistory
BABoeing CoStock6,061$1.03M0.1%−1,284−17.5%ReducedHistory
VZVerizon Communications IncStock22,696$1.03M0.1%+973+4.5%AddedHistory
iShares S&P 100 ETF464287101ETF3,785$1.03M0.1%+542+16.7%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF34,415$1.02M0.1%+500+1.5%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF18,920$1.02M0.1%+6,555+53.0%Added–
SLViShares Silver TrustETF32,681$1.01M0.1%−2,752−7.8%ReducedHistory
IBITiShares Bitcoin Trust ETFETF21,531$1.01M0.1%+5,292+32.6%AddedHistory
SCHWSchwab Charles CorpStock12,737$997.0K0.1%−10,280−44.7%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF6,585$994.3K0.1%−7,142−52.0%Reduced–
iShares Core S&P Small Cap ETF464287804ETF9,464$989.7K0.1%−4,361−31.5%Reduced–
AMDAdvanced Micro Devices IncStock9,630$989.4K0.1%+1,481+18.2%AddedHistory
Strategy Shs86280R787EVENTIDE US MRKT41,812$987.2K0.1%+41,812New–
AJGArthur J. Gallagher & Co.COM2,858$987.0K0.1%+742+35.1%AddedHistory
iShares Tr464288885EAFE GRWTH ETF9,830$983.0K0.1%+433+4.6%Added–
TXNTexas Instruments IncStock5,462$981.6K0.1%+1,252+29.7%AddedHistory
HALHalliburton CoStock37,839$960.0K0.1%+1,227+3.4%AddedHistory
FISVFiserv IncStock4,341$958.6K0.1%+513+13.4%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,531$958.1K0.1%+647+13.2%Added–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT33,659$953.6K0.1%+3,389+11.2%Added–
CSLCarlisle Companies IncCOM2,783$947.6K0.1%+35+1.3%AddedHistory
PEPPepsiCo IncStock6,303$945.1K0.1%−3,151−33.3%ReducedHistory
ACNAccenture plcStock3,025$943.9K0.1%−1,594−34.5%ReducedHistory
DGXQuest Diagnostics IncCOM5,501$930.8K0.1%+224+4.2%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF19,445$923.3K0.1%+4,418+29.4%Added–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF31,391$922.9K0.1%+3,594+12.9%Added–
VLOValero Energy CorpStock6,894$910.5K0.1%+598+9.5%AddedHistory
DISWalt Disney CoStock9,214$909.5K<0.1%+212+2.4%AddedHistory
iShares Tr4642886613 7 YR TREAS BD7,637$902.2K<0.1%−6,977−47.7%Reduced–
NOWServiceNow, Inc.Stock1,132$901.2K<0.1%+84+8.0%AddedHistory
iShares Tr464287721U.S. TECH ETF6,400$898.8K<0.1%−42,232−86.8%Reduced–
Vanguard BD Index FDS92203C303VANGUARD ULTRA18,008$897.8K<0.1%−6,164−25.5%Reduced–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,517$879.8K<0.1%−2,248−13.4%Reduced–
iShares Tr464288513IBOXX HI YD ETF11,066$873.0K<0.1%−14,339−56.4%Reduced–
WMWaste Management IncStock3,749$868.0K<0.1%+658+21.3%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$864.1K<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS2,549$861.5K<0.1%+42+1.7%Added–
ADPAutomatic Data Processing IncStock2,780$849.5K<0.1%+293+11.8%AddedHistory
EOGEOG Resources IncStock6,601$846.5K<0.1%+411+6.6%AddedHistory
UBERUber Technologies, IncStock11,609$845.8K<0.1%+1,789+18.2%AddedHistory
SNOWSnowflake Inc.Stock5,786$845.7K<0.1%+1,314+29.4%AddedHistory
Vanguard Health Care ETF92204A504ETF3,130$828.6K<0.1%−33,912−91.6%Reduced–
SGOLabrdn Gold ETF TrustETF27,758$827.7K<0.1%+15,907+134.2%AddedHistory
SHWSherwin Williams CoCOM2,361$824.3K<0.1%+273+13.1%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA6,760$824.1K<0.1%+362+5.7%Added–
Schwab Strategic Tr808524862SHT TM US TRES33,849$823.9K<0.1%−17,700−34.3%Reduced–
ORLYO Reilly Automotive IncStock573$820.9K<0.1%+65+12.8%AddedHistory
ICEIntercontinental Exchange, Inc.Stock4,733$816.6K<0.1%+902+23.5%AddedHistory
CEGConstellation Energy CorpStock4,028$812.3K<0.1%+611+17.9%AddedHistory
Strategy Shs86280R811EVEN HIGH DI ETF32,390$806.2K<0.1%+31,553+3,769.8%Added–
GEVGE Vernova Inc.Stock2,629$802.7K<0.1%+598+29.4%AddedHistory
Pacer FDS Tr69374H709GLOBL CASH ETF21,639$800.2K<0.1%+18+0.1%Added–
GDGeneral Dynamics CorpStock2,904$791.5K<0.1%+225+8.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,586$789.3K<0.1%+133+9.2%AddedHistory
CBChubb LtdStock2,609$788.1K<0.1%+361+16.1%AddedHistory
iShares Tr464287291GLOBAL TECH ETF10,395$787.3K<0.1%+28+0.3%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF10,604$781.4K<0.1%−54−0.5%Reduced–
iShares Tr46435G193ESG AWRE USD ETF33,851$780.6K<0.1%−431−1.3%Reduced–
GDXUBank of MontrealMICROSCTR 3X LEV12,730$760.7K<0.1%−6,186−32.7%ReducedHistory
PKGPackaging Corp of AmericaStock3,832$758.8K<0.1%+195+5.4%AddedHistory
Ea Series Trust02072L375TBG DIVID FO ETF22,995$753.0K<0.1%+11,536+100.7%Added–
NEENextera Energy IncStock10,617$752.6K<0.1%+1,546+17.0%AddedHistory
SPDR Series Trust78464A805ST STR PR SP150011,027$749.9K<0.1%+10,358+1,548.3%Added–
iShares Tr46435U853BROAD USD HIGH20,348$749.0K<0.1%+2,504+14.0%Added–

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