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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
KMIKinder Morgan, Inc.Stock11,190$319.3K<0.1%+1,655+17.4%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,612$318.3K<0.1%+359+28.7%Added–
ZWSZurn Elkay Water Solutions CorpCOM9,650$318.3K<0.1%−250−2.5%ReducedHistory
NDSNNordson CorpCOM1,577$318.0K<0.1%−12−0.8%ReducedHistory
ARESAres Management CorpCL A COM STK2,165$317.5K<0.1%−3−0.1%ReducedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,346$317.2K<0.1%00.0%Unchanged–
CARRCarrier Global CorpStock4,970$315.1K<0.1%−961−16.2%ReducedHistory
OTISOtis Worldwide CorpStock3,050$314.8K<0.1%+169+5.9%AddedHistory
JCIJohnson Controls International plcStock3,920$314.1K<0.1%+1,879+92.1%AddedHistory
IQVIQVIA Holdings Inc.Stock1,777$313.3K<0.1%+295+19.9%AddedHistory
LDOSLeidos Holdings, Inc.COM2,318$312.8K<0.1%+279+13.7%AddedHistory
SFMSprouts Farmers Market, Inc.COM2,046$312.3K<0.1%+71+3.6%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$312.1K<0.1%00.0%UnchangedHistory
iShares Tr464287861EUROPE ETF5,349$311.3K<0.1%−1,170−17.9%Reduced–
CHEChemed CorpCOM503$309.3K<0.1%+5+1.0%AddedHistory
PPCPilgrims Pride CorpStock5,636$307.2K<0.1%+182+3.3%AddedHistory
PWRQuanta Services, Inc.COM1,201$305.3K<0.1%+114+10.5%AddedHistory
American Centy ETF Tr025072349US LARGE CAP VLU4,676$304.9K<0.1%+4,676New–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$304.7K<0.1%−186−2.6%Reduced–
NVONovo Nordisk A SADR4,380$304.1K<0.1%−1,037−19.1%ReducedHistory
UGIUgi CorpStock9,159$302.9K<0.1%+1,096+13.6%AddedHistory
CHDChurch & Dwight Co IncCOM2,751$302.9K<0.1%+359+15.0%AddedHistory
WITWipro LtdSPON ADR 1 SH98,629$301.8K<0.1%−1,058−1.1%ReducedHistory
METMetlife IncStock3,756$301.6K<0.1%+727+24.0%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM2,373$301.5K<0.1%+203+9.4%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,622$301.3K<0.1%+20+0.1%AddedHistory
CAHCardinal Health IncStock2,180$300.4K<0.1%+96+4.6%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,316$299.5K<0.1%+50+3.9%AddedHistory
SPDR Series Trust78468R721STATE STREET SPD6,636$299.1K<0.1%+6,636New–
Fidelity Covington Trust31609A305ENHANCED LARGE9,468$298.3K<0.1%+11+0.1%Added–
SRESempraStock4,167$297.4K<0.1%+778+23.0%AddedHistory
VRSKVerisk Analytics, Inc.COM998$297.0K<0.1%−125−11.1%ReducedHistory
MKCMcCormick & Co IncStock3,601$296.4K<0.1%+1,541+74.8%AddedHistory
TERTeradyne, IncStock3,579$295.6K<0.1%+786+28.1%AddedHistory
DVADavita Inc.COM1,930$295.2K<0.1%+105+5.8%AddedHistory
UBSUBS Group AGStock9,555$292.7K<0.1%−5,560−36.8%ReducedHistory
iShares Tr46435G409MSCI INTL VLU FT9,644$292.3K<0.1%−1,301−11.9%Reduced–
iShares Tr4642874407-10 YR TRSY BD3,047$290.6K<0.1%+1,598+110.3%Added–
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH3,929$289.9K<0.1%+3,929New–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$287.4K<0.1%00.0%Unchanged–
GRMNGarmin LtdSHS1,319$286.5K<0.1%+280+26.9%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS20,918$285.1K<0.1%−10,810−34.1%ReducedHistory
MOSMosaic CoCOM10,405$281.1K<0.1%+154+1.5%AddedHistory
ECLEcolab Inc.Stock1,098$278.4K<0.1%+404+58.2%AddedHistory
EQIXEquinix IncCOM342$278.3K<0.1%−189−35.6%ReducedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF4,748$277.9K<0.1%+2,250+90.1%Added–
iShares Tr46436E759ESG EAFE ETF4,127$277.9K<0.1%−4,181−50.3%Reduced–
TRVTravelers Companies, Inc.Stock1,050$277.8K<0.1%+333+46.4%AddedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,752$276.8K<0.1%−143−4.9%Reduced–
MTDMettler Toledo International IncCOM233$275.2K<0.1%+81+53.3%AddedHistory
OSISOsi Systems IncCOM1,414$274.7K<0.1%+35+2.5%AddedHistory
MARMarriott International IncStock1,151$274.4K<0.1%+538+87.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock566$274.3K<0.1%+161+39.8%AddedHistory
FISFidelity National Information Services, Inc.Stock3,671$274.2K<0.1%+566+18.2%AddedHistory
DLRDigital Realty Trust, Inc.COM1,912$273.9K<0.1%−744−28.0%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM471$273.3K<0.1%+101+27.3%AddedHistory
VMRKVivmark ResidentialSH BEN INT3,773$270.1K<0.1%+2,840+304.4%AddedHistory
CDWCDW CorpCOM1,684$269.8K<0.1%+971+136.2%AddedHistory
EXCExelon CorpStock5,839$269.1K<0.1%+1,309+28.9%AddedHistory
EGPEastgroup Properties IncCOM1,526$268.8K<0.1%+401+35.6%AddedHistory
IPInternational Paper CoCOM5,035$268.6K<0.1%+1,287+34.3%AddedHistory
SHOPShopify Inc.Stock2,810$268.3K<0.1%+639+29.4%AddedHistory
CNPCenterpoint Energy IncCOM7,388$267.7K<0.1%+793+12.0%AddedHistory
BNYBank of New York Mellon CorpStock3,165$265.4K<0.1%+1,870+144.4%AddedHistory
HBANHuntington Bancshares IncCOM17,673$265.3K<0.1%+8,217+86.9%AddedHistory
CAGConagra Brands Inc.Stock9,890$263.8K<0.1%−3,431−25.8%ReducedHistory
LENLennar CorpCL A2,296$263.6K<0.1%+89+4.0%AddedHistory
NKENIKE, Inc.Stock4,141$262.9K<0.1%−6,797−62.1%ReducedHistory
KHCKraft Heinz CoStock8,634$262.7K<0.1%−2,304−21.1%ReducedHistory
PEGPublic Service Enterprise Group IncCOM3,172$261.0K<0.1%+678+27.2%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,165$260.9K<0.1%+6,673+1,356.3%Added–
FASTFastenal CoStock3,332$258.4K<0.1%−1,374−29.2%ReducedHistory
CDNSCadence Design Systems IncStock1,014$257.9K<0.1%−334−24.8%ReducedHistory
AMEAmetek IncCOM1,495$257.5K<0.1%+39+2.7%AddedHistory
COKECoca-Cola Consolidated, Inc.COM190$256.3K<0.1%−118−38.3%ReducedHistory
GLWCorning IncCOM5,583$255.6K<0.1%+783+16.3%AddedHistory
iShares Tr46436E619ESG ADVAN ETF5,886$255.0K<0.1%−81−1.4%Reduced–
SNPSSynopsys IncCOM593$254.4K<0.1%+159+36.6%AddedHistory
EXPOExponent IncCOM3,133$254.0K<0.1%+228+7.8%AddedHistory
GPNGlobal Payments IncStock2,586$253.2K<0.1%−1,237−32.4%ReducedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,163$251.7K<0.1%+31+1.5%AddedHistory
EBAYeBay IncCOM3,670$248.6K<0.1%+796+27.7%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF9,846$246.5K<0.1%+9,370+1,968.5%Added–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,021$245.4K<0.1%−2,971−33.0%Reduced–
iShares Tr46428743220 YR TR BD ETF2,674$243.5K<0.1%−47,131−94.6%Reduced–
iShares Tr464287150CORE S&P TTL STK1,985$242.2K<0.1%+1,020+105.7%Added–
NRGNRG Energy, Inc.Stock2,532$241.7K<0.1%−601−19.2%ReducedHistory
NVSNovartis AGADR2,166$241.5K<0.1%−961−30.7%ReducedHistory
USBUS Bancorp DECOM NEW5,709$241.0K<0.1%−1,612−22.0%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF2,323$241.0K<0.1%+1,918+473.6%Added–
VRSNVerisign IncCOM936$237.6K<0.1%+556+146.3%AddedHistory
ESEversource EnergyStock3,815$237.0K<0.1%+1,434+60.2%AddedHistory
EDConsolidated Edison IncStock2,138$236.4K<0.1%+518+32.0%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 505,100$234.7K<0.1%+74+1.5%Added–
DASHDoorDash, Inc.Stock1,284$234.7K<0.1%+733+133.0%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR9,727$234.0K<0.1%−1,700−14.9%ReducedHistory
WFWoori Financial Group Inc.SPONSORED ADS6,994$233.5K<0.1%+840+13.6%AddedHistory
PRUPrudential Financial IncStock2,066$230.7K<0.1%+262+14.5%AddedHistory
DTEDte Energy CoCOM1,665$230.2K<0.1%+460+38.2%AddedHistory
CPRTCopart IncCOM4,062$229.9K<0.1%+1,342+49.3%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