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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
MNSTMonster Beverage CorpCOM2,309$135.1K<0.1%+854+58.7%AddedHistory
SNYSanofiSPONSORED ADR2,426$134.5K<0.1%−491−16.8%ReducedHistory
GVAGranite Construction IncCOM1,784$134.5K<0.1%−9−0.5%ReducedHistory
KDPKeurig Dr Pepper Inc.COM3,911$133.8K<0.1%+1,813+86.4%AddedHistory
SANBanco Santander, S.A.ADR19,955$133.7K<0.1%+2,303+13.0%AddedHistory
IEXIdex CorpCOM739$133.7K<0.1%+149+25.3%AddedHistory
ProShares Ultrapro Short S&P50074349Y845ETF5,225$133.4K<0.1%+5,225New–
LOGILogitech International S.A.SHS1,573$132.8K<0.1%+79+5.3%AddedHistory
JPCNuveen Preferred & Income Opportunities FundCOM16,645$132.5K<0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock2,725$131.9K<0.1%−263−8.8%ReducedHistory
TGTTarget CorpStock1,259$131.4K<0.1%+6+0.5%AddedHistory
DOWDow Inc.Stock3,750$130.9K<0.1%−4−0.1%ReducedHistory
NGGNational Grid PLCSPONSORED ADR NE1,995$130.8K<0.1%+1,014+103.4%AddedHistory
MOHMolina Healthcare, Inc.COM397$130.8K<0.1%+201+102.6%AddedHistory
OPRAOpera LtdSPONSORED ADS8,175$130.3K<0.1%+175+2.2%AddedHistory
WDCWestern Digital CorpCOM3,214$129.9K<0.1%+795+32.9%AddedHistory
DOCHealthpeak Properties, Inc.COM6,412$129.6K<0.1%+1,137+21.6%AddedHistory
ProShares Tr74347R107PSHS ULT S&P 5001,557$128.9K<0.1%−1,268−44.9%Reduced–
NTAPNetApp, Inc.Stock1,462$128.4K<0.1%−180−11.0%ReducedHistory
KEPKorea Electric Power CorpSPONSORED ADR17,281$128.1K<0.1%+9,192+113.6%AddedHistory
CBRECbre Group, Inc.CL A970$126.9K<0.1%+286+41.8%AddedHistory
FTAIFTAI Aviation Ltd.SHS1,142$126.8K<0.1%−1,372−54.6%ReducedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR2,326$126.7K<0.1%−4,972−68.1%ReducedHistory
RMDResmed IncCOM564$126.3K<0.1%+157+38.6%AddedHistory
IBOCInternational Bancshares CorpCOM2,000$126.1K<0.1%+2,000NewHistory
IIIVi3 Verticals, Inc.COM CL A5,091$125.6K<0.1%−179,020−97.2%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,534$125.3K<0.1%00.0%Unchanged–
AXSAxis Capital Holdings LtdSHS1,249$125.2K<0.1%+578+86.1%AddedHistory
EXELExelixis, Inc.COM3,389$125.1K<0.1%+120+3.7%AddedHistory
GNRCGenerac Holdings Inc.Stock988$125.1K<0.1%−30−2.9%ReducedHistory
KKellanovaStock1,516$125.0K<0.1%+270+21.7%AddedHistory
NLYAnnaly Capital Management IncREIT6,124$124.4K<0.1%+285+4.9%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A67$124.2K<0.1%+19+39.6%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH2,367$124.1K<0.1%+496+26.5%AddedHistory
Schwab Strategic Tr808524680LONG TERM US3,772$123.6K<0.1%00.0%Unchanged–
ATOAtmos Energy CorpCOM796$123.1K<0.1%+551+224.9%AddedHistory
CPTCamden Property TrustREIT1,007$123.1K<0.1%−1,706−62.9%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM455$122.9K<0.1%+39+9.4%AddedHistory
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$122.3K<0.1%00.0%Unchanged–
ARMKAramarkCOM3,542$122.3K<0.1%+3,190+906.3%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS1,025$121.3K<0.1%+200+24.2%AddedHistory
DELLDell Technologies Inc.Stock1,327$121.0K<0.1%+891+204.4%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR31,495$120.3K<0.1%+10,258+48.3%AddedHistory
EVRGEvergy, Inc.Stock1,736$119.7K<0.1%+1,257+262.4%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR7,738$119.6K<0.1%−8,580−52.6%ReducedHistory
CBOECboe Global Markets, Inc.COM527$119.3K<0.1%+225+74.5%AddedHistory
KBHKB HomeCOM2,048$119.0K<0.1%+53+2.7%AddedHistory
Timothy Plan887432276HIGH DIVIDEND4,637$119.0K<0.1%−128−2.7%Reduced–
Pacer Trendpilot 100 ETF69374H303ETF1,672$118.8K<0.1%+18+1.1%Added–
SPBSpectrum Brands Holdings, Inc.COM1,659$118.7K<0.1%+169+11.3%AddedHistory
AGNCAGNC Investment Corp.REIT12,354$118.4K<0.1%+2,405+24.2%AddedHistory
HUBBHubbell IncCOM357$118.2K<0.1%+54+17.8%AddedHistory
INGING Groep NVSPONSORED ADR5,950$116.6K<0.1%−8,029−57.4%ReducedHistory
TRPTC Energy CorpCOM2,463$116.3K<0.1%+334+15.7%AddedHistory
DNPDNP Select Income Fund IncCOM11,745$116.2K<0.1%−250−2.1%ReducedHistory
CPACopa Holdings, S.A.CL A1,249$115.4K<0.1%+258+26.0%AddedHistory
PSOPearson PLCSPONSORED ADR7,185$115.0K<0.1%+378+5.6%AddedHistory
NWSANews CorpCL A4,219$114.8K<0.1%+1,077+34.3%AddedHistory
FEFirstenergy CorpCOM2,839$114.8K<0.1%+732+34.7%AddedHistory
AVBAvalonbay Communities IncCOM529$113.5K<0.1%−1,227−69.9%ReducedHistory
Schwab International Equity ETF808524805ETF5,735$113.4K<0.1%+881+18.1%Added–
PNWPinnacle West Capital CorpCOM1,190$113.4K<0.1%+425+55.6%AddedHistory
TKOTKO Group Holdings, Inc.CL A739$112.9K<0.1%+39+5.6%AddedHistory
STLDSteel Dynamics IncCOM898$112.3K<0.1%+162+22.0%AddedHistory
GILGildan Activewear Inc.Stock2,539$112.3K<0.1%+85+3.5%AddedHistory
AMAntero Midstream CorpStock6,233$112.2K<0.1%+1,473+30.9%AddedHistory
NXPINXP Semiconductors N.V.COM590$112.1K<0.1%+112+23.4%AddedHistory
IDAIdacorp IncCOM962$111.8K<0.1%+237+32.7%AddedHistory
Ea Series Trust02072L680STRIVE 500 ETF3,098$111.7K<0.1%00.0%Unchanged–
INCYIncyte CorpCOM1,842$111.5K<0.1%+567+44.5%AddedHistory
LUVSouthwest Airlines CoCOM3,282$110.2K<0.1%−16−0.5%ReducedHistory
PRAProassurance CorpCOM4,719$110.2K<0.1%+43+0.9%AddedHistory
SKMSK Telecom Co LtdSPONSORED ADR5,172$110.0K<0.1%+1,357+35.6%AddedHistory
KTKT CorpSPONSORED ADR6,208$109.9K<0.1%−7,281−54.0%ReducedHistory
SNVSynovus Financial CorpCOM NEW2,350$109.8K<0.1%+584+33.1%AddedHistory
CHKPCheck Point Software Technologies LtdORD481$109.6K<0.1%−607−55.8%ReducedHistory
SUNSunoco LPCOM UT REP LP1,884$109.4K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF2,284$109.4K<0.1%−3−0.1%Reduced–
Pacer FDS Tr69374H634AMERICAN ENERGY2,658$109.3K<0.1%+57+2.2%Added–
WisdomTree Tr97717W505US MIDCAP DIVID2,199$108.9K<0.1%+389+21.5%Added–
iShares Tr46435G268RUSEL 2500 ETF1,723$107.7K<0.1%+4+0.2%Added–
ANSSAnsys IncCOM338$107.0K<0.1%−133−28.2%ReducedHistory
STXSeagate Technology Holdings plcORD SHS1,258$106.9K<0.1%+199+18.8%AddedHistory
TRIThomson Reuters CorpCOM NO PAR614$106.2K<0.1%+253+70.1%AddedHistory
EXPEExpedia Group, Inc.Stock630$105.9K<0.1%+358+131.6%AddedHistory
iShares Core S&P US Value ETF464287663ETF1,147$105.8K<0.1%+180+18.6%Added–
AEEAmeren CorpCOM1,050$105.4K<0.1%+383+57.4%AddedHistory
CACCCredit Acceptance CorpCOM204$105.3K<0.1%−2,626−92.8%ReducedHistory
MAAMid America Apartment Communities Inc.COM628$105.2K<0.1%+227+56.6%AddedHistory
HOODRobinhood Markets, Inc.Stock2,515$104.7K<0.1%+1,108+78.7%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A2,311$104.4K<0.1%+179+8.4%AddedHistory
SBACSba Communications CorpCL A474$104.4K<0.1%−619−56.6%ReducedHistory
EXEExpand Energy CorpCOM929$103.4K<0.1%−62−6.3%ReducedHistory
GPCGenuine Parts CoStock868$103.4K<0.1%+290+50.2%AddedHistory
EXPDExpeditors International of Washington IncCOM858$103.2K<0.1%−6,578−88.5%ReducedHistory
PPLPPL CorpCOM2,847$102.8K<0.1%+775+37.4%AddedHistory
WUWestern Union COStock9,716$102.8K<0.1%−9,962−50.6%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP2,417$102.8K<0.1%−59−2.4%Reduced–
DBDeutsche Bank AktiengesellschaftNAMEN AKT4,305$102.6K<0.1%+1,149+36.4%AddedHistory
ULUnilever PLCSPON ADR NEW1,720$102.4K<0.1%−15−0.9%ReducedHistory

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