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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
URIUnited Rentals, Inc.COM280$175.8K<0.1%+57+25.6%AddedHistory
CFGCitizens Financial Group IncCOM4,291$175.8K<0.1%+658+18.1%AddedHistory
MTBM&T Bank CorpCOM982$175.5K<0.1%−73−6.9%ReducedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT2,463$175.3K<0.1%+648+35.7%Added–
BKHBlack Hills CorpCOM2,880$174.7K<0.1%−39−1.3%ReducedHistory
EAElectronic Arts Inc.COM1,207$174.5K<0.1%−78−6.1%ReducedHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI10,180$174.4K<0.1%+10,180New–
KVUEKenvue Inc.Stock7,255$174.0K<0.1%+2,233+44.5%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A5,527$172.0K<0.1%+1,415+34.4%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT3,273$171.9K<0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock742$171.9K<0.1%−392−34.6%ReducedHistory
ENTGEntegris IncCOM1,961$171.5K<0.1%+513+35.4%AddedHistory
TSNTyson Foods, Inc.Stock2,687$171.4K<0.1%+791+41.7%AddedHistory
TWLOTwilio IncCL A1,748$171.2K<0.1%+28+1.6%AddedHistory
ONOn Semiconductor CorpStock4,197$170.8K<0.1%+485+13.1%AddedHistory
RIORio Tinto PLCADR2,820$169.4K<0.1%+262+10.2%AddedHistory
Dimensional ETF Trust25434V773INTL SMALL CAP E6,557$169.4K<0.1%−21,813−76.9%Reduced–
HESHess CorpStock1,056$168.7K<0.1%+258+32.3%AddedHistory
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,753$168.2K<0.1%+1,753New–
DALDelta Air Lines, Inc.COM NEW3,852$168.0K<0.1%−1,004−20.7%ReducedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF7,148$167.4K<0.1%00.0%Unchanged–
SMGScotts Miracle-Gro CoStock3,043$167.0K<0.1%−85−2.7%ReducedHistory
JGHNuveen Global High Income FundSHS12,765$167.0K<0.1%+196+1.6%AddedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM3,116$166.1K<0.1%+529+20.4%Added–
NINisource Inc.COM4,132$165.7K<0.1%+1,930+87.6%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF857$165.4K<0.1%+5+0.6%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,502$165.3K<0.1%−38−2.5%Reduced–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,213$164.1K<0.1%−15−0.5%Reduced–
GWWW.W. Grainger, Inc.Stock166$164.0K<0.1%+38+29.7%AddedHistory
IMOImperial Oil LtdCOM NEW2,266$163.9K<0.1%+254+12.6%AddedHistory
CCICrown Castle Inc.REIT1,570$163.7K<0.1%−1,261−44.5%ReducedHistory
BAXBaxter International IncStock4,774$163.4K<0.1%−1,681−26.0%ReducedHistory
DDDuPont de Nemours, Inc.COM2,186$163.3K<0.1%−751−25.6%ReducedHistory
CFCF Industries Holdings, Inc.COM2,081$162.6K<0.1%+107+5.4%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS2,441$162.2K<0.1%−18−0.7%ReducedHistory
HPEHewlett Packard Enterprise CoCOM10,450$161.2K<0.1%+3,126+42.7%AddedHistory
AAgilent Technologies, Inc.COM1,377$161.1K<0.1%+420+43.9%AddedHistory
SPDR Series Trust78464A672ST INTER ETF5,633$161.0K<0.1%−2,778−33.0%Reduced–
EWEdwards Lifesciences CorpStock2,221$161.0K<0.1%+917+70.3%AddedHistory
LADLithia Motors IncCOM548$160.9K<0.1%+47+9.4%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock886$160.8K<0.1%+73+9.0%AddedHistory
FFord Motor CoStock15,993$160.4K<0.1%+2,011+14.4%AddedHistory
GPIGroup 1 Automotive IncCOM420$160.3K<0.1%+74+21.4%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF1,261$160.2K<0.1%−32−2.5%Reduced–
HALOHalozyme Therapeutics, Inc.COM2,511$160.2K<0.1%+211+9.2%AddedHistory
ANAutonation, Inc.COM980$158.7K<0.1%+102+11.6%AddedHistory
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$158.3K<0.1%+1,500New–
CHTChunghwa Telecom Co LtdSPON ADR NEW114,017$157.5K<0.1%+370+10.1%AddedHistory
IRIngersoll Rand Inc.COM1,964$157.2K<0.1%+369+23.1%AddedHistory
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,379$156.9K<0.1%+1,308+1,842.3%Added–
ROKRockwell Automation, IncStock607$156.7K<0.1%+36+6.3%AddedHistory
EMEEMCOR Group, Inc.Stock423$156.4K<0.1%+9+2.2%AddedHistory
Vanguard Consumer Staples ETF92204A207ETF714$156.2K<0.1%+491+220.2%Added–
LWLamb Weston Holdings, Inc.Stock2,923$155.8K<0.1%+305+11.7%AddedHistory
PCARPaccar IncCOM1,600$155.8K<0.1%+750+88.2%AddedHistory
TTWOTake Two Interactive Software IncCOM751$155.6K<0.1%+164+27.9%AddedHistory
BCSBarclays PLCADR10,092$155.0K<0.1%−10,860−51.8%ReducedHistory
ProShares Tr74347X831ULTRAPRO QQQ2,703$154.9K<0.1%−12,221−81.9%Reduced–
iShares Tr46434V803HDG MSCI EAFE4,231$153.5K<0.1%+2,977+237.4%Added–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS17,474$153.1K<0.1%−886−4.8%ReducedHistory
ROSTRoss Stores, Inc.COM1,185$151.3K<0.1%+432+57.4%AddedHistory
EQHEquitable Holdings, Inc.COM2,904$151.3K<0.1%+148+5.4%AddedHistory
Victory Portfolios II92647N824VCSHS US EQ INCM2,296$150.9K<0.1%−2,452−51.6%Reduced–
PIMCO ETF Tr72201R7830-5 HIGH YIELD1,611$150.8K<0.1%+995+161.5%Added–
Schwab U.S. Broad Market ETF808524102ETF7,005$150.8K<0.1%00.0%Unchanged–
CNCCentene CorpStock2,482$150.7K<0.1%+897+56.6%AddedHistory
EVREvercore Inc.CLASS A754$150.6K<0.1%+42+5.9%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,012$150.3K<0.1%00.0%Unchanged–
MELIMercadolibre IncCOM77$150.2K<0.1%−68−46.9%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$149.5K<0.1%−198−9.9%Reduced–
RBLXRoblox CorpStock2,564$149.5K<0.1%+1,595+164.6%AddedHistory
PSAPublic StorageCOM495$148.1K<0.1%−419−45.8%ReducedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,189$147.1K<0.1%−16−0.1%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS2,286$145.1K<0.1%−3,872−62.9%ReducedHistory
EGOEldorado Gold CorpCOM8,622$145.0K<0.1%−41−0.5%ReducedHistory
EIXEdison InternationalStock2,460$144.9K<0.1%+1,494+154.7%AddedHistory
RSReliance, Inc.COM501$144.8K<0.1%+78+18.4%AddedHistory
DRIDarden Restaurants IncCOM690$143.4K<0.1%+369+115.0%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -2,025$142.6K<0.1%+1,045+106.6%AddedHistory
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW900$142.3K<0.1%+865+2,471.4%Added–
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$142.2K<0.1%00.0%Unchanged–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$142.2K<0.1%+3,557New–
HMCHonda Motor Co LtdADR ECH CNV IN 35,195$140.9K<0.1%+1,084+26.4%AddedHistory
NEMNEWMONT CorpStock2,918$140.9K<0.1%+1,377+89.4%AddedHistory
EMBJEmbraer S.A.ADR3,038$140.4K<0.1%−5,932−66.1%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY3,536$140.3K<0.1%−457−11.4%Reduced–
CVNACarvana Co.CL A671$140.3K<0.1%+245+57.5%AddedHistory
LLoews CorpCOM1,519$139.6K<0.1%+361+31.2%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR3,342$138.2K<0.1%−2,133−39.0%ReducedHistory
VRTVertiv Holdings CoCOM CL A1,908$137.7K<0.1%+489+34.5%AddedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS14,703$137.2K<0.1%00.0%UnchangedHistory
HMYHarmony Gold Mining Co LtdADR9,236$136.4K<0.1%−15,142−62.1%ReducedHistory
ZSZscaler, Inc.Stock687$136.3K<0.1%+252+57.9%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock1,204$136.3K<0.1%−914−43.2%ReducedHistory
iShares Tr46434V282U S EQUITY FACTR2,352$136.1K<0.1%+6+0.3%Added–
iShares Tr46434V787YLD OPTIM BD6,065$136.0K<0.1%+11+0.2%Added–
AGNTAGNT, Inc.COM13,895$135.9K<0.1%+2,355+20.4%AddedHistory
BIIBBiogen Inc.COM992$135.7K<0.1%−456−31.5%ReducedHistory
SSBSouthState Bank CorpCOM1,458$135.3K<0.1%+144+11.0%AddedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY6,177$135.3K<0.1%+6,177New–

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