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
Invesco S&P 500 Quality ETF46137V241ETF6,786$450.2K<0.1%−22,983−77.2%Reduced–
TFCTruist Financial CorpCOM10,925$449.5K<0.1%+605+5.9%AddedHistory
TMToyota Motor CorpADS2,532$447.0K<0.1%+878+53.1%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF2,211$446.8K<0.1%+1,433+184.2%Added–
RCLRoyal Caribbean Cruises LtdCOM2,174$446.6K<0.1%+459+26.8%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS8,467$443.4K<0.1%−10.0%Reduced–
iShares Inc464286764MSCI SPAIN ETF11,629$442.6K<0.1%+11,629New–
ProShares Tr74347G192ULTRAPRO SHT QQQ11,500$440.9K<0.1%+11,500New–
LHXL3HARRIS Technologies, Inc.Stock2,104$440.4K<0.1%+166+8.6%AddedHistory
RFRegions Financial CorpCOM20,171$438.3K<0.1%+2,068+11.4%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,042$437.7K<0.1%−709−40.5%ReducedHistory
EPDEnterprise Products Partners L.P.Stock12,805$437.2K<0.1%+10+0.1%AddedHistory
iShares Tr46435U218ESG MSCI LEADR4,551$436.0K<0.1%−419−8.4%Reduced–
AZNAstraZeneca PLCSPONSORED ADR5,931$435.9K<0.1%−5−0.1%ReducedHistory
BMYBristol Myers Squibb CoStock7,139$435.4K<0.1%−465−6.1%ReducedHistory
AMTAmerican Tower CorpREIT1,998$434.8K<0.1%+45+2.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock2,464$433.2K<0.1%+619+33.6%AddedHistory
LRCXLam Research CorpStock5,916$430.1K<0.1%+1,685+39.8%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM3,755$428.5K<0.1%+325+9.5%AddedHistory
WCNWaste Connections, Inc.COM2,194$428.4K<0.1%+208+10.5%AddedHistory
Northern LTS FD Tr IV66538H633INSPIRE CORP BD18,001$427.5K<0.1%−5,504−23.4%Reduced–
Schwab Intermediate-Term US Treasury ETF808524854ETF17,110$425.4K<0.1%−2,086−10.9%Reduced–
COLBColumbia Banking System, Inc.COM17,039$425.0K<0.1%+134+0.8%AddedHistory
CMICummins IncStock1,353$424.1K<0.1%+627+86.4%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF11,668$421.7K<0.1%−1,279−9.9%Reduced–
APHAmphenol CorpCL A6,429$421.7K<0.1%+2,539+65.3%AddedHistory
ALLAllstate CorpStock2,036$421.6K<0.1%+531+35.3%AddedHistory
iShares Inc46434G780MSCI SINGPOR ETF17,619$418.6K<0.1%+17,619New–
CICigna GroupStock1,271$418.1K<0.1%+374+41.7%AddedHistory
GILDGilead Sciences, Inc.Stock3,731$418.1K<0.1%+1,332+55.5%AddedHistory
JKHYJack Henry & Associates IncStock2,260$412.7K<0.1%−25−1.1%ReducedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,415$406.0K<0.1%−2,730−11.3%ReducedHistory
SHELShell plcADR5,511$403.9K<0.1%+328+6.3%AddedHistory
CMECME Group Inc.COM1,518$402.9K<0.1%+479+46.1%AddedHistory
SBUXStarbucks CorpStock4,100$402.2K<0.1%−8,115−66.4%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF8,779$400.8K<0.1%−35−0.4%Reduced–
BSYBentley Systems IncCOM CL B10,165$399.9K<0.1%+130+1.3%AddedHistory
EHCEncompass Health CorpCOM3,926$397.6K<0.1%+143+3.8%AddedHistory
IBNIcici Bank LtdADR12,539$395.2K<0.1%−903−6.7%ReducedHistory
NDAQNasdaq, Inc.COM5,173$392.4K<0.1%+1,467+39.6%AddedHistory
DFSDiscover Financial ServicesCOM2,292$391.3K<0.1%+132+6.1%AddedHistory
AEPAmerican Electric Power Co IncStock3,537$386.4K<0.1%+738+26.4%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,369$379.6K<0.1%+217+10.1%AddedHistory
INTCIntel CorpStock16,701$379.3K<0.1%+5,145+44.5%AddedHistory
ITWIllinois Tool Works IncStock1,523$377.7K<0.1%+356+30.5%AddedHistory
CORCencora, Inc.Stock1,357$377.5K<0.1%−412−23.3%ReducedHistory
AIGAmerican International Group, Inc.Stock4,284$372.4K<0.1%+1,408+49.0%AddedHistory
CSXCSX CorpStock12,624$371.5K<0.1%+428+3.5%AddedHistory
AFLAflac IncStock3,336$370.9K<0.1%+635+23.5%AddedHistory
EMREmerson Electric CoStock3,374$369.9K<0.1%+219+6.9%AddedHistory
ZBRAZebra Technologies CorpCL A1,309$369.9K<0.1%−32−2.4%ReducedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM3,739$369.5K<0.1%−5,386−59.0%Reduced–
TDYTeledyne Technologies IncCOM742$369.3K<0.1%+21+2.9%AddedHistory
OLEDUniversal Display CorpCOM2,648$369.3K<0.1%+1,033+64.0%AddedHistory
RELXRELX PLCSPONSORED ADR7,300$368.0K<0.1%−3,313−31.2%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF5,731$367.9K<0.1%−1,875−24.7%Reduced–
AONAon plcCL A920$367.4K<0.1%+238+34.9%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,648$367.1K<0.1%+2,300+170.6%Added–
RYRoyal Bank of CanadaStock3,249$366.3K<0.1%+1,621+99.6%AddedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X12,492$365.5K<0.1%−14,440−53.6%Reduced–
SKYChampion Homes, Inc.Stock3,832$363.1K<0.1%+9+0.2%AddedHistory
ORealty Income CorpREIT6,247$362.4K<0.1%+1,119+21.8%AddedHistory
iShares Tr464287556ISHARES BIOTECH2,832$362.3K<0.1%−12−0.4%Reduced–
BPBP PLCADR10,681$360.9K<0.1%+1,258+13.4%AddedHistory
WDAYWorkday, Inc.CL A1,535$358.5K<0.1%+563+57.9%AddedHistory
TDGTransDigm Group INCCOM259$358.3K<0.1%+50+23.9%AddedHistory
HIGHartford Insurance Group, Inc.Stock2,875$355.8K<0.1%+242+9.2%AddedHistory
VSTVistra Corp.Stock3,012$353.7K<0.1%−230−7.1%ReducedHistory
iShares Tr464288760US AER DEF ETF2,309$353.5K<0.1%−19−0.8%Reduced–
SPDR Series Trust78468R101ST SHO TREAS ETF12,063$352.7K<0.1%+9,325+340.6%Added–
OKEONEOK IncCOM3,535$350.7K<0.1%−565−13.8%ReducedHistory
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$348.6K<0.1%00.0%Unchanged–
Schwab US Aggregate Bond ETF808524839ETF15,048$348.5K<0.1%−2,380−13.7%Reduced–
DTMDT Midstream, Inc.COMMON STOCK3,609$348.1K<0.1%+190+5.6%AddedHistory
MSCIMSCI Inc.Stock613$346.7K<0.1%+207+51.0%AddedHistory
KEYSKeysight Technologies, Inc.Stock2,301$344.6K<0.1%+349+17.9%AddedHistory
FTNTFortinet, Inc.Stock3,580$344.6K<0.1%+1,100+44.4%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM543$344.5K<0.1%+73+15.5%AddedHistory
ANETArista Networks, Inc.Stock4,409$341.6K<0.1%−2,559−36.7%ReducedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW7,901$339.8K<0.1%−973−11.0%Reduced–
STESTERIS plcSHS USD1,498$339.6K<0.1%+381+34.1%AddedHistory
BABAAlibaba Group Holding LtdADR2,558$338.2K<0.1%+635+33.0%AddedHistory
MCOMoodys CorpStock726$337.9K<0.1%+167+29.9%AddedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA12,151$335.8K<0.1%−956−7.3%Reduced–
FCXFreeport-McMoran IncStock8,803$333.3K<0.1%+2,438+38.3%AddedHistory
HLIHoulihan Lokey, Inc.CL A2,048$330.7K<0.1%+290+16.5%AddedHistory
ZTSZoetis Inc.Stock2,006$330.3K<0.1%+343+20.6%AddedHistory
SONYSony Group CorpSPONSORED ADR12,990$329.8K<0.1%+2,221+20.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock5,053$329.7K<0.1%−710−12.3%ReducedHistory
iShares Inc46434G863ESG AWR MSCI EM9,383$327.9K<0.1%−1,735−15.6%Reduced–
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,188$326.5K<0.1%+440+16.0%AddedHistory
SPGSimon Property Group Inc.REIT1,960$325.6K<0.1%−69−3.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF3,592$325.2K<0.1%−89,800−96.2%Reduced–
KBKB Financial Group Inc.SPONSORED ADR6,008$325.1K<0.1%+1,436+31.4%AddedHistory
GMGeneral Motors CoCOM6,898$324.4K<0.1%+2,333+51.1%AddedHistory
SSNCSS&C Technologies Holdings IncCOM3,863$322.7K<0.1%+1,622+72.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,314$322.4K<0.1%+1,132+27.1%Added–
LHLabcorp Holdings Inc.Stock1,382$321.7K<0.1%+165+13.6%AddedHistory
TTETotalEnergies SESPONSORED ADS4,966$321.3K<0.1%+1,334+36.7%AddedHistory
NSCNorfolk Southern CorpStock1,351$319.9K<0.1%+247+22.4%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