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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
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$229.7K<0.1%00.0%Unchanged–
LNGCheniere Energy, Inc.COM NEW988$228.6K<0.1%+36+3.8%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS2,625$228.5K<0.1%+67+2.6%AddedHistory
CRLCharles River Laboratories International, Inc.COM1,518$228.5K<0.1%−155−9.3%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,906$228.2K<0.1%−206−9.8%Reduced–
COINCoinbase Global, Inc.COM CL A1,325$228.1K<0.1%+209+18.7%AddedHistory
RACEFerrari N.V.COM532$227.6K<0.1%+101+23.4%AddedHistory
SYYSysco CorpStock3,032$227.5K<0.1%+194+6.8%AddedHistory
APPAppLovin CorpCOM CL A857$227.1K<0.1%+403+88.8%AddedHistory
CTASCintas CorpStock1,104$227.0K<0.1%+232+26.6%AddedHistory
CHTRCharter Communications, Inc.CL A613$225.9K<0.1%−9−1.4%ReducedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$225.8K<0.1%00.0%Unchanged–
VMCVulcan Materials COCOM967$225.7K<0.1%+246+34.1%AddedHistory
PNRPENTAIR plcSHS2,577$225.4K<0.1%+121+4.9%AddedHistory
PLDPrologis, Inc.REIT2,002$223.8K<0.1%−1,251−38.5%ReducedHistory
ULTAUlta Beauty, Inc.Stock610$223.6K<0.1%+9+1.5%AddedHistory
SITESiteOne Landscape Supply, Inc.COM1,837$223.1K<0.1%+34+1.9%AddedHistory
DECKDeckers Outdoor CorpCOM1,992$222.7K<0.1%−1,064−34.8%ReducedHistory
LULUlululemon athletica inc.Stock785$222.2K<0.1%+192+32.4%AddedHistory
ARCCAres Capital CorpCEF10,022$222.1K<0.1%−1,151−10.3%ReducedHistory
Vanguard S&P 500 Growth ETF921932505ETF663$221.8K<0.1%+191+40.5%Added–
HLNHaleon plcADR21,474$221.0K<0.1%+6,873+47.1%AddedHistory
SWSmurfit Westrock plcStock4,903$220.9K<0.1%+443+9.9%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,289$220.8K<0.1%+144+6.7%Added–
NSPInsperity, Inc.COM2,468$220.2K<0.1%+67+2.8%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW3,834$220.2K<0.1%+1,361+55.0%AddedHistory
HCAHCA Healthcare, Inc.COM636$219.8K<0.1%+87+15.8%AddedHistory
HWMHowmet Aerospace Inc.Stock1,687$218.9K<0.1%+804+91.1%AddedHistory
SESea LtdSPONSORD ADS1,677$218.9K<0.1%−1,094−39.5%ReducedHistory
SLBSLB LimitedStock5,225$218.4K<0.1%+980+23.1%AddedHistory
SAIASaia IncCOM625$218.4K<0.1%−119−16.0%ReducedHistory
BDXBecton Dickinson & CoStock952$218.0K<0.1%−310−24.6%ReducedHistory
BMOBank of MontrealCOM2,282$218.0K<0.1%+768+50.7%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$217.1K<0.1%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,644$216.0K<0.1%+2,124+408.5%Added–
HPQHP IncStock7,760$214.9K<0.1%+2,872+58.8%AddedHistory
iShares Russell Midcap ETF464287499ETF2,520$214.3K<0.1%+34+1.4%Added–
BKRBaker Hughes CoCL A4,848$213.1K<0.1%+876+22.1%AddedHistory
PINSPinterest, Inc.CL A6,862$212.7K<0.1%+1,752+34.3%AddedHistory
VICIVici Properties Inc.COM6,497$211.9K<0.1%−1,629−20.0%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock2,624$211.8K<0.1%+530+25.3%AddedHistory
NVTnVent Electric plcSHS4,039$211.7K<0.1%−116−2.8%ReducedHistory
ADMArcher-Daniels-Midland CoStock4,371$209.8K<0.1%−206−4.5%ReducedHistory
ADSKAutodesk, Inc.COM797$208.7K<0.1%+294+58.4%AddedHistory
SCCOSouthern Copper CorpStock2,223$207.7K<0.1%+673+43.4%AddedHistory
TEAMAtlassian CorpCL A974$206.7K<0.1%+185+23.4%AddedHistory
HUBSHubSpot IncCOM362$206.7K<0.1%+65+21.9%AddedHistory
HLNEHamilton Lane INCCL A1,389$206.5K<0.1%+1,332+2,336.8%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,611$205.9K<0.1%+1,580+153.2%Added–
iShares Tr464287622RUS 1000 ETF667$204.5K<0.1%−390−36.9%Reduced–
AITApplied Industrial Technologies IncCOM905$203.9K<0.1%+253+38.8%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC3,009$203.2K<0.1%+2,789+1,267.7%Added–
MFCManulife Financial CorpCOM6,511$202.8K<0.1%+451+7.4%AddedHistory
PCGPG&E CorpStock11,805$202.8K<0.1%+3,834+48.1%AddedHistory
KMXCarMax IncCOM2,597$202.4K<0.1%−1,270−32.8%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,859$202.0K<0.1%−13,090−87.6%Reduced–
THOThor Industries IncCOM2,661$201.8K<0.1%−44−1.6%ReducedHistory
TYLTyler Technologies IncCOM346$201.2K<0.1%−131−27.5%ReducedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD6,245$200.3K<0.1%+802+14.7%AddedHistory
CMSCMS Energy CorpCOM2,647$198.8K<0.1%+856+47.8%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF5,968$198.4K<0.1%−53−0.9%Reduced–
AYIAcuity Inc. (DE)Stock752$198.1K<0.1%−139−15.6%ReducedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,593$198.0K<0.1%+46+0.5%Added–
iShares Tr464287234MSCI EMG MKT ETF4,529$197.9K<0.1%−2,712−37.5%Reduced–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL1,850$197.2K<0.1%+1,850New–
FSKFS KKR Capital CorpCOM9,398$196.9K<0.1%−9,827−51.1%ReducedHistory
AXONAxon Enterprise, Inc.COM374$196.7K<0.1%+63+20.3%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,237$195.7K<0.1%−734−14.8%Reduced–
WTWWillis Towers Watson PLCSHS578$195.5K<0.1%+116+25.1%AddedHistory
HUMHumana IncStock733$194.0K<0.1%+254+53.0%AddedHistory
MRVLMarvell Technology, Inc.COM3,148$193.8K<0.1%+1,222+63.4%AddedHistory
DGDollar General CorpCOM2,196$193.2K<0.1%+230+11.7%AddedHistory
IDXXIDEXX Laboratories IncCOM459$192.8K<0.1%+6+1.3%AddedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP2,807$192.2K<0.1%−786−21.9%Reduced–
UALUnited Airlines Holdings, Inc.COM2,784$192.2K<0.1%−918−24.8%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,466$192.1K<0.1%+218+17.5%Added–
iShares Tr46435G672CORE INTL AGGR3,815$190.7K<0.1%−1,887−33.1%Reduced–
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$190.3K<0.1%00.0%Unchanged–
COOPMaverick Merger Sub 2, LLCCOM1,586$189.7K<0.1%+534+50.8%AddedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C2,105$189.5K<0.1%−67−3.1%ReducedHistory
WECWec Energy Group, Inc.Stock1,737$189.3K<0.1%+670+62.8%AddedHistory
KRKroger CoStock2,793$189.1K<0.1%+651+30.4%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,470$188.7K<0.1%−382−4.9%Reduced–
Timothy Plan887432284US LARGE MID CP7,434$188.6K<0.1%−142−1.9%Reduced–
SPDR Series Trust78468R739ST NUVE TERM ETF3,954$188.2K<0.1%+7+0.2%Added–
PHGKoninklijke Philips NVNY REGIS SHS NEW7,389$187.7K<0.1%+977+15.2%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,686$187.5K<0.1%−3,250−54.8%Reduced–
YUMYum Brands IncStock1,183$186.1K<0.1%+222+23.1%AddedHistory
TRMBTrimble Inc.COM2,824$185.4K<0.1%+563+24.9%AddedHistory
ORIOld Republic International CorpCOM4,682$183.6K<0.1%+693+17.4%AddedHistory
First Tr Exchange-Traded FD33734H106SHS4,118$183.6K<0.1%+2,658+182.1%Added–
BRBroadridge Financial Solutions, Inc.Stock756$183.3K<0.1%+34+4.7%AddedHistory
RBB FD Inc74933W452F/M US TREASURY3,616$180.8K<0.1%+84+2.4%Added–
TELTE Connectivity plcStock1,278$180.6K<0.1%+337+35.8%AddedHistory
VTRVentas, Inc.REIT2,617$179.9K<0.1%−2,650−50.3%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET5,105$178.2K<0.1%−400−7.3%Reduced–
ITGartner IncCOM423$177.6K<0.1%−1−0.2%ReducedHistory
ESIElement Solutions IncCOM7,826$176.9K<0.1%+2,177+38.5%AddedHistory
CTSHCognizant Technology Solutions CorpCL A2,307$176.5K<0.1%+405+21.3%AddedHistory
ABNBAirbnb, Inc.Stock1,474$176.1K<0.1%+594+67.5%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