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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
4,241
+232 vs. Q1 2025
Portfolio value
$2.21B
+$392.6M (+21.6%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MBCMasterBrand, Inc.COMMON STOCK369$4.03K<0.1%−258−41.1%ReducedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$4.04K<0.1%00.0%Unchanged–
GICGlobal Industrial CoCOM151$4.08K<0.1%+39+34.8%AddedHistory
Elevation Series Trust210322731OPAL DIVID INCOM117$4.10K<0.1%+117New–
NTGRNetgear, Inc.COM141$4.10K<0.1%+67+90.5%AddedHistory
INNSummit Hotel Properties, Inc.COM806$4.10K<0.1%+496+160.0%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM65$4.11K<0.1%+46+242.1%AddedHistory
DCHDauch CorpCOM1,012$4.13K<0.1%+584+136.4%AddedHistory
FLYWFlywire CorpCOM VTG353$4.13K<0.1%+301+578.8%AddedHistory
GCTGigaCloud Technology IncStock209$4.13K<0.1%+134+178.7%AddedHistory
UPSTUpstart Holdings, Inc.COM64$4.14K<0.1%−47−42.3%ReducedHistory
HLMNHillman Solutions Corp.COM580$4.14K<0.1%+509+716.9%AddedHistory
DBDDiebold Nixdorf, IncCOM SHS75$4.16K<0.1%+66+733.3%AddedHistory
PLPCPreformed Line Products CoCOM26$4.16K<0.1%+22+550.0%AddedHistory
FFWMFirst Foundation Inc.COM817$4.17K<0.1%+565+224.2%AddedHistory
AVDAmerican Vanguard CorpCOM1,064$4.17K<0.1%+907+577.7%AddedHistory
CERTCertara, Inc.COM360$4.21K<0.1%−177−33.0%ReducedHistory
ZGNErmenegildo Zegna N.V.ORD SHS493$4.22K<0.1%−469−48.8%ReducedHistory
DJCODaily Journal CorpCOM10$4.22K<0.1%+5+100.0%AddedHistory
ACELAccel Entertainment, Inc.COM CL A1360$4.24K<0.1%+360NewHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10892$4.24K<0.1%−146−14.1%ReducedHistory
BBUCBrookfield Business CorpCL A EXC SUB VTG136$4.24K<0.1%+112+466.7%AddedHistory
KRYSKrystal Biotech, Inc.COM31$4.26K<0.1%−24−43.6%ReducedHistory
LGIHLGI Homes, Inc.COM83$4.28K<0.1%+39+88.6%AddedHistory
CKXCKX Lands, Inc.COM400$4.28K<0.1%00.0%UnchangedHistory
Global X FDS37954Y483NASDAQ 100 COVER257$4.30K<0.1%00.0%Unchanged–
ALVOAlvotechORDINARY SHARES474$4.32K<0.1%−1,232−72.2%ReducedHistory
NUVBNuvation Bio Inc.COM CL A2,218$4.33K<0.1%+804+56.9%AddedHistory
TUYATuya Inc.SPONSERED ADS1,874$4.33K<0.1%+1,874NewHistory
NTLAIntellia Therapeutics, Inc.COM462$4.33K<0.1%+57+14.1%AddedHistory
SKINSkinHealth Systems Inc.COM CL A2,272$4.34K<0.1%+1,809+390.7%AddedHistory
DKDelek US Holdings, Inc.COM206$4.36K<0.1%+186+930.0%AddedHistory
VTYXVentyx Biosciences, Inc.COM2,041$4.37K<0.1%+1,654+427.4%AddedHistory
FLGTFulgent Genetics, Inc.COM220$4.37K<0.1%+187+566.7%AddedHistory
CIMChimera Investment CorpCOM SHS316$4.38K<0.1%+152+92.7%AddedHistory
CBNKCapital Bancorp IncCOM131$4.40K<0.1%+123+1,537.5%AddedHistory
SDGRSchrodinger, Inc.COM219$4.41K<0.1%−169−43.6%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL52$4.43K<0.1%−19,344−99.7%Reduced–
EVCMEverCommerce Inc.COM423$4.44K<0.1%+413+4,130.0%AddedHistory
NEXNNexxen International Ltd.SHS NEW427$4.45K<0.1%+268+168.6%AddedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN72$4.45K<0.1%00.0%Unchanged–
SHYFShyft Group, Inc.COM356$4.46K<0.1%+354+17,700.0%AddedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK129$4.47K<0.1%+1+0.8%Added–
RDVTRed Violet, Inc.COM91$4.48K<0.1%+36+65.5%AddedHistory
BFSTBusiness First Bancshares, Inc.COM182$4.49K<0.1%+36+24.7%AddedHistory
GPREGreen Plains Inc.COM746$4.50K<0.1%+164+28.2%AddedHistory
KURAKura Oncology, Inc.COM782$4.51K<0.1%+385+97.0%AddedHistory
RYAMRayonier Advanced Materials Inc.COM1,172$4.51K<0.1%+1,022+681.3%AddedHistory
DXFEason Technology LtdCOM906$4.53K<0.1%+906NewHistory
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.54K<0.1%00.0%Unchanged–
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4.54K<0.1%00.0%Unchanged–
ADTNADTRAN Holdings, Inc.COM507$4.55K<0.1%+158+45.3%AddedHistory
PGENPrecigen, Inc.COM3,217$4.57K<0.1%+2,265+237.9%AddedHistory
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.57K<0.1%00.0%Unchanged–
HVTHaverty Furniture Companies IncCOM225$4.58K<0.1%+148+192.2%AddedHistory
ACVAACV Auctions Inc.COM CL A283$4.59K<0.1%+40+16.5%AddedHistory
CSTMConstellium SECL A SHS346$4.60K<0.1%−44−11.3%ReducedHistory
IRMDIradimed CorpCOM77$4.60K<0.1%+53+220.8%AddedHistory
QUADQuad/Graphics, Inc.COM CL A821$4.64K<0.1%+722+729.3%AddedHistory
AKROAkero Therapeutics, Inc.COM87$4.64K<0.1%+17+24.3%AddedHistory
NRDSNerdwallet, Inc.COM CL A426$4.67K<0.1%+375+735.3%AddedHistory
iShares Tr464288372GLB INFRASTR ETF79$4.68K<0.1%−9−10.2%Reduced–
EVRIEveri Holdings Inc.COM329$4.69K<0.1%+74+29.0%AddedHistory
ACHRArcher Aviation Inc.Stock433$4.70K<0.1%+300+225.6%AddedHistory
ASIXAdvanSix Inc.COM198$4.70K<0.1%+188+1,880.0%AddedHistory
CRWVCoreWeave, Inc.Stock29$4.73K<0.1%+29NewHistory
RNGRingCentral, Inc.CL A167$4.73K<0.1%+101+153.0%AddedHistory
VIKViking Holdings LtdORD SHS89$4.74K<0.1%−400−81.8%ReducedHistory
KOSKosmos Energy Ltd.COM2,764$4.75K<0.1%−2,131−43.5%ReducedHistory
HRZNHorizon Technology Finance CorpCOM661$4.76K<0.1%+661NewHistory
VCELVericel CorpCOM112$4.77K<0.1%+112NewHistory
SAFESafehold Inc.COM307$4.78K<0.1%−39−11.3%ReducedHistory
BELFBBel Fuse IncCL B49$4.79K<0.1%+45+1,125.0%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM1,285$4.79K<0.1%+1,285NewHistory
DBVTDBV Technologies S.A.SPONSORED ADS524$4.80K<0.1%+524NewHistory
PDFSPDF Solutions IncCOM225$4.81K<0.1%+225NewHistory
MLYSMineralys Therapeutics, Inc.COM357$4.83K<0.1%+341+2,131.3%AddedHistory
AURAurora Innovation, Inc.CLASS A COM923$4.84K<0.1%−71−7.1%ReducedHistory
CANGCango Inc.ADS998$4.84K<0.1%+998NewHistory
HUTHut 8 Corp.COM261$4.85K<0.1%+209+401.9%AddedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS325$4.89K<0.1%−438−57.4%ReducedHistory
LFMDLifeMD, Inc.COM360$4.90K<0.1%−43−10.7%ReducedHistory
FLNAFilana Therapeutics, Inc.COM2,710$4.91K<0.1%+2,213+445.3%AddedHistory
HOVHovnanian Enterprises IncCL A NEW47$4.91K<0.1%+15+46.9%AddedHistory
IOTSamsara Inc.Stock124$4.93K<0.1%+13+11.7%AddedHistory
BLKBBlackbaud IncCOM77$4.94K<0.1%−130−62.8%ReducedHistory
LEUCentrus Energy CorpStock27$4.95K<0.1%+16+145.5%AddedHistory
EOSEEos Energy Enterprises, Inc.COM CL A973$4.98K<0.1%+261+36.7%AddedHistory
CUBICustomers Bancorp, Inc.COM85$4.99K<0.1%+42+97.7%AddedHistory
AVNWAviat Networks, Inc.COM NEW208$5.00K<0.1%+187+890.5%AddedHistory
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR200$5.02K<0.1%+200New–
MSGEMadison Square Garden Entertainment Corp.COM CL A126$5.04K<0.1%+113+869.2%AddedHistory
INODInnodata IncCOM NEW99$5.07K<0.1%+60+153.8%AddedHistory
KALVKalVista Pharmaceuticals, Inc.COM449$5.08K<0.1%+347+340.2%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS66$5.11K<0.1%+26+65.0%AddedHistory
AFYAAfya LtdCL A COM286$5.11K<0.1%−101−26.1%ReducedHistory
AVDXAvidXchange Holdings, Inc.COM523$5.12K<0.1%+277+112.6%AddedHistory
AKTXAkari Therapeutics PlcSPONSORED ADR4,377$5.12K<0.1%+4,377NewHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100161$5.13K<0.1%+1+0.6%Added–
HOFTHooker Furnishings CorpCOM487$5.15K<0.1%+406+501.2%AddedHistory

Options (8)

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 Q2 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$1.98M–
Oracle Corp Put Opt7389689NLStock$196.8K–
Occidental Pete Corp CLL Opt7224939RRStock–$126.0K
Flagstar Financial Inc CLL Opt7503429OIStock–$104.9K
Energy Transfer L P CLL Opt7419209TPStock–$99.7K
Coreweave Inc CLL Opt7909339WUStock–$81.5K
Coinbase Global Inc Put Opt7647409FBStock$70.1K–
Alphabet Inc Cap STK6951179OIStock–$35.2K

Sold out since Q1 2025 (177)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 177 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
State Street SPDR S&P Regional Banking ETF78464A698ETF48,384$2.75M0.2%–
BERYBerry Global Group, Inc.COM25,657$1.79M0.1%History
iShares Tr464287630RUS 2000 VAL ETF6,585$994.3K0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$535.6K<0.1%–
DFSDiscover Financial ServicesCOM2,292$391.3K<0.1%History
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$348.6K<0.1%–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$304.7K<0.1%–
JGHNuveen Global High Income FundSHS12,765$167.0K<0.1%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$158.3K<0.1%–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$142.2K<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$122.3K<0.1%–
Ea Series Trust02072L680STRIVE 500 ETF3,098$111.7K<0.1%–
iShares Tr46435G268RUSEL 2500 ETF1,723$107.7K<0.1%–
iShares Tr46434V4070-5YR HI YL CP2,417$102.8K<0.1%–
WisdomTree Tr97717X669US QTLY DIV GRT1,217$97.2K<0.1%–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$65.7K<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM428$56.5K<0.1%History
Barrick Gold Corp067901108COM2,473$48.1K<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD956$41.8K<0.1%–
Veren Inc92340V107COM NEW6,156$40.8K<0.1%–
Tidal ETF Tr88634T824II YIELDMAX COIN OP5,075$38.9K<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$37.9K<0.1%–
MKZRMacKenzie Realty Capital, Inc.COM21,446$32.2K<0.1%History
JWNNordstrom IncStock1,126$27.5K<0.1%History
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$24.1K<0.1%–
BECNQxo Building Products, Inc.COM151$18.7K<0.1%History
iShares Tr464287770U.S. FIN SVC ETF232$18.2K<0.1%–
ProShares Tr74347R842PSHS ULTRUSS2000535$17.9K<0.1%–
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$16.9K<0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD456$14.6K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$14.2K<0.1%–
EQCEQC Liquidating TrustCOM SH BEN INT7,813$12.6K<0.1%History
Unified Ser Tr90470L295ONEA ENH SMA ETF406$10.0K<0.1%–
PYCRPaycor HCM, Inc.COM386$8.66K<0.1%History
iShares Tr46435U366SELF DRIVNG EV283$8.27K<0.1%–
XUnited States Steel CorpCOM190$8.03K<0.1%History
PTVEPactiv Evergreen Inc.COM391$7.04K<0.1%History
PDCOPatterson Companies, Inc.COM207$6.47K<0.1%History
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6.44K<0.1%–
iShares Tr46434V639CUR HD EURZN ETF164$6.39K<0.1%–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$6.03K<0.1%–
SASRSandy Spring Bancorp IncCOM208$5.81K<0.1%History
SPDR Series Trust78464A516ST INTL BBG ETF259$5.65K<0.1%–
OPENOpendoor Technologies Inc.COM5,205$5.31K<0.1%History
Alps ETF Tr00162Q858SECTR DIV DOGS84$4.88K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF135$4.84K<0.1%–
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4.36K<0.1%–
ATSGAir Transport Services Group, Inc.COM187$4.20K<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4.18K<0.1%History
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4.03K<0.1%–
Amplify Blockchain Technology ETF032108607ETF108$3.98K<0.1%–
Listed FD Tr53656F474TRUESHARES LW VO117$3.98K<0.1%–
KRNTKornit Digital Ltd.SHS203$3.87K<0.1%History
Despegar Com CorpG27358103ORD SHS202$3.80K<0.1%–
PRTAProthena Corp Public Ltd CoSHS304$3.76K<0.1%History
Tidal Trust I886364231FUND GRAN US ETF200$3.63K<0.1%–
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3.52K<0.1%History
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3.33K<0.1%–
NFENew Fortress Energy Inc.COM CL A389$3.23K<0.1%History
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3.23K<0.1%–
VOXXVOXX International CorpCL A425$3.19K<0.1%History
ACCDAccolade, Inc.COM426$2.97K<0.1%History
IMCRImmunocore Holdings plcADS96$2.85K<0.1%History
IVRInvesco Mortgage Capital Inc.COM357$2.82K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A4,621$2.80K<0.1%History
PENGPenguin Solutions, Inc.SHS150$2.61K<0.1%History
iShares Tr46436E403MSCI US GARP ETF50$2.55K<0.1%–
MLMoneylion Inc.COMM STK29$2.51K<0.1%History
SPDR Ser Tr78468R689S&P KENSHO SMART97$2.50K<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2.03K<0.1%–
WOLFWolfspeed, Inc.Stock615$1.88K<0.1%History
LULufax Holding LtdADS REP SHS CL A604$1.79K<0.1%History
MTLSMaterialise NVSPONSORED ADS341$1.68K<0.1%History
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1.64K<0.1%–
NNENano Nuclear Energy Inc.COM59$1.56K<0.1%History
ARK ETF Tr00214Q302GENOMIC REV ETF75$1.56K<0.1%–
Dada Nexus Ltd23344D108ADS841$1.56K<0.1%–
TBRGTruBridge, Inc.COM56$1.54K<0.1%History
AGYSAgilysys IncCOM20$1.45K<0.1%History
RIGLRigel Pharmaceuticals IncCOM NEW79$1.42K<0.1%History
SILASila Realty Trust, Inc.COMMON STOCK51$1.36K<0.1%History
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1.31K<0.1%History
FLICFirst of Long Island CorpCOM106$1.31K<0.1%History
SAILSailPoint, Inc.COM69$1.29K<0.1%History
PLYAPlaya Hotels & Resorts N.V.SHS96$1.28K<0.1%History
HEESH&E Equipment Services, Inc.COM13$1.23K<0.1%History
PDSPrecision Drilling CorpCOM NEW26$1.21K<0.1%History
PLPlanet Labs PBCCOM CL A338$1.14K<0.1%History
ALLOAllogene Therapeutics, Inc.COM774$1.13K<0.1%History
CHMICherry Hill Mortgage Investment CorpCOM333$1.10K<0.1%History
IRENIREN LtdORDINARY SHARES180$1.10K<0.1%History
ORGOOrganogenesis Holdings Inc.COM252$1.09K<0.1%History
AMPSAltus Power, Inc.COM CL A209$1.03K<0.1%History
VIVOVivoPower PLCSHS NEW255$1.02K<0.1%History
ADEAAdeia Inc.COM75$992<0.1%History
UFIUnifi IncCOM NEW200$962<0.1%History
iShares Tr464288752US HOME CONS ETF10$954<0.1%–
Azul S A05501U106SPONSR ADR PFD571$937<0.1%–
LGTYLogility Supply Chain Solutions, IncCL A64$913<0.1%History
PNRGPrimeenergy Resources CorpCOM4$912<0.1%History