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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
BKNGBooking Holdings Inc.Stock162$747.0K<0.1%+27+20.0%AddedHistory
STZConstellation Brands, Inc.Stock4,040$741.4K<0.1%+1,824+82.3%AddedHistory
TTTrane Technologies plcSHS2,195$739.5K<0.1%+576+35.6%AddedHistory
iShares Tr464289859CORE 80 20 ETF9,659$738.9K<0.1%+9,659New–
KLACKLA CorpCOM NEW1,086$738.7K<0.1%+194+21.7%AddedHistory
ELVElevance Health, Inc.Stock1,697$738.0K<0.1%+244+16.8%AddedHistory
CMCSAComcast CorpStock19,760$729.1K<0.1%−11,316−36.4%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT8,780$721.7K<0.1%+4,238+93.3%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF9,357$716.9K<0.1%−13,608−59.3%Reduced–
XELXcel Energy IncStock10,112$715.8K<0.1%+870+9.4%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD8,956$710.8K<0.1%00.0%Unchanged–
PFEPfizer IncStock27,995$709.4K<0.1%−7,440−21.0%ReducedHistory
SPGIS&P Global Inc.Stock1,393$707.7K<0.1%+264+23.4%AddedHistory
HONHoneywell International IncCOM3,320$703.1K<0.1%+259+8.5%AddedHistory
MMM3M CoStock4,728$694.4K<0.1%+718+17.9%AddedHistory
DVNDevon Energy CorpStock18,487$691.4K<0.1%+533+3.0%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF14,751$688.4K<0.1%−1,892−11.4%Reduced–
First Tr Exchange-Traded FD33738D879FT VEST RIS28,977$687.3K<0.1%+3,725+14.8%Added–
WMBWilliams Companies, Inc.COM11,434$683.3K<0.1%+2,473+27.6%AddedHistory
PPGPPG Industries IncStock6,213$679.4K<0.1%−31,617−83.6%ReducedHistory
iShares Tr46434V647GLOBAL REIT ETF27,904$677.0K<0.1%+296+1.1%Added–
BLKBlackRock, Inc.Stock713$674.9K<0.1%−33−4.4%ReducedHistory
PSXPhillips 66Stock5,460$674.3K<0.1%+526+10.7%AddedHistory
ARK Innovation ETF00214Q104ETF14,144$673.0K<0.1%+5,999+73.7%Added–
ISRGIntuitive Surgical IncCOM NEW1,344$665.7K<0.1%+134+11.1%AddedHistory
ETNEaton Corp plcStock2,445$664.8K<0.1%+390+19.0%AddedHistory
TMUST-Mobile US, Inc.Stock2,481$661.7K<0.1%+962+63.3%AddedHistory
Vanguard Instl Index FD9220408450 3 MO TR BI ETF8,753$660.3K<0.1%+8,753New–
SYKStryker CorpStock1,756$654.0K<0.1%+287+19.5%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999933,378$651.9K<0.1%−31,369−48.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF3,241$646.5K<0.1%−2,396−42.5%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF29,201$644.8K<0.1%−9,010−23.6%Reduced–
ProShares Tr74349Y704ULTRA BITCOIN ET19,315$642.8K<0.1%+12,514+184.0%Added–
PAYXPaychex IncStock4,154$641.0K<0.1%+1,587+61.8%AddedHistory
LIILennox International IncCOM1,141$639.7K<0.1%+191+20.1%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF6,226$637.6K<0.1%−638−9.3%Reduced–
Timothy Plan887432334INTL ETF22,042$633.7K<0.1%−1,897−7.9%Reduced–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET28,021$632.4K<0.1%+18,507+194.5%Added–
ROLRollins IncCOM11,681$631.1K<0.1%−1,563−11.8%ReducedHistory
CCitigroup IncStock8,787$623.7K<0.1%+3,429+64.0%AddedHistory
MOAltria Group, Inc.Stock10,379$623.0K<0.1%+639+6.6%AddedHistory
ROPRoper Technologies IncStock1,044$615.8K<0.1%+166+18.9%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD12,350$614.2K<0.1%+7,276+143.4%Added–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF11,746$608.2K<0.1%+7,613+184.2%Added–
iShares Tr464288281JPMORGAN USD EMG6,679$605.1K<0.1%−13,090−66.2%Reduced–
iShares Flexible Income Active ETF092528603ETF11,351$594.6K<0.1%+2,253+24.8%Added–
FDXFedEx CorpStock2,422$590.6K<0.1%−4,453−64.8%ReducedHistory
SAPSAP SEADR2,199$590.4K<0.1%−465−17.5%ReducedHistory
WRBBerkley W R CorpCOM8,122$578.0K<0.1%−494−5.7%ReducedHistory
Vanguard Information Technology ETF92204A702ETF1,061$575.6K<0.1%−120−10.2%Reduced–
RXRXRecursion Pharmaceuticals, Inc.CL A108,629$574.6K<0.1%+108,514+94,360.0%AddedHistory
CMGChipotle Mexican Grill IncCOM11,277$566.2K<0.1%−402−3.4%ReducedHistory
MSIMotorola Solutions, Inc.Stock1,284$562.4K<0.1%+232+22.1%AddedHistory
WELLWelltower Inc.REIT3,670$562.3K<0.1%−83−2.2%ReducedHistory
CHHChoice Hotels International IncCOM4,228$561.4K<0.1%+24+0.6%AddedHistory
Schwab US Tips ETF808524870ETF20,848$560.6K<0.1%−1,312−5.9%Reduced–
MDLZMondelez International, Inc.Stock8,195$556.0K<0.1%+3,228+65.0%AddedHistory
Innovator ETFs Trust45782C698US EQUT BUFR AUG13,062$554.5K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM1,143$553.3K<0.1%+111+10.8%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT9,153$550.8K<0.1%+2,286+33.3%Added–
COOCooper Companies, Inc.COM6,517$549.7K<0.1%+220+3.5%AddedHistory
KMBKimberly Clark CorpStock3,842$546.4K<0.1%+746+24.1%AddedHistory
ETREntergy CorpCOM6,390$546.2K<0.1%+1,261+24.6%AddedHistory
NOCNorthrop Grumman CorpStock1,064$544.4K<0.1%+362+51.6%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$542.8K<0.1%+8,232+355.0%Added–
PHParker-Hannifin CorpStock891$541.6K<0.1%+207+30.3%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR39,389$536.5K<0.1%−11,635−22.8%ReducedHistory
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$535.6K<0.1%−10,139−44.0%Reduced–
DHRDanaher CorpStock2,593$531.5K<0.1%+153+6.3%AddedHistory
SPOTSpotify Technology S.A.Stock962$529.2K<0.1%+211+28.1%AddedHistory
LPLALPL Financial Holdings Inc.COM1,613$527.9K<0.1%+72+4.7%AddedHistory
FICOFair Isaac CorpCOM285$525.6K<0.1%−35−10.9%ReducedHistory
TSCOTractor Supply CoCOM9,520$524.6K<0.1%+554+6.2%AddedHistory
INTUIntuit Inc.Stock851$522.8K<0.1%+250+41.6%AddedHistory
CBSHCommerce Bancshares IncStock8,362$520.3K<0.1%+386+4.8%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,889$519.3K<0.1%+48+0.4%Added–
CLColgate Palmolive CoStock5,541$519.1K<0.1%+675+13.9%AddedHistory
EFXEquifax IncCOM2,128$518.4K<0.1%−387−15.4%ReducedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE13,570$512.0K<0.1%−2,081−13.3%Reduced–
JJacobs Solutions Inc.COM4,230$511.4K<0.1%+227+5.7%AddedHistory
MUMicron Technology IncStock5,818$505.5K<0.1%+1,566+36.8%AddedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,151$499.5K<0.1%+739+10.0%Added–
BSXBoston Scientific CorpStock4,945$498.9K<0.1%+2,095+73.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,682$496.1K<0.1%−3−0.2%ReducedHistory
GISGeneral Mills IncStock8,244$492.9K<0.1%−1,141−12.2%ReducedHistory
COFCapital One Financial CorpStock2,739$491.1K<0.1%+661+31.8%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,575$490.5K<0.1%+4,400+105.4%Added–
ADIAnalog Devices IncStock2,428$489.7K<0.1%−295−10.8%ReducedHistory
Nextplat Corp Com New68557F100Stock580,686$482.4K<0.1%+137,298+31.0%Added–
ENBEnbridge IncStock10,810$479.0K<0.1%+628+6.2%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock2,888$478.2K<0.1%+34+1.2%AddedHistory
POOLPool CorpCOM1,488$473.7K<0.1%+24+1.6%AddedHistory
VCYTVeracyte, Inc.COM15,950$472.9K<0.1%+15,832+13,416.9%AddedHistory
CLXClorox CoStock3,201$471.3K<0.1%+309+10.7%AddedHistory
ALLEAllegion plcORD SHS3,569$465.6K<0.1%+29+0.8%AddedHistory
TRGPTarga Resources Corp.COM2,315$464.1K<0.1%+519+28.9%AddedHistory
MDTMedtronic plcStock5,139$461.9K<0.1%+284+5.8%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM2,784$460.7K<0.1%−763−21.5%ReducedHistory
UPSUnited Parcel Service IncStock4,184$460.2K<0.1%+299+7.7%AddedHistory
Volatility Shs Tr92864M3012X BITCOIN STRAT12,894$457.5K<0.1%+12,751+8,916.8%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