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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
HFFGHF Foods Group Inc.COM26$83<0.1%−23−46.9%ReducedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK20$84<0.1%−67−77.0%ReducedHistory
MAGNMagnera CorpCOM SHS7$84<0.1%−19−73.1%ReducedHistory
EVIEvi Industries, Inc.COM4$87<0.1%+2+100.0%AddedHistory
Goldman Sachs ETF Tr381430396JUST US LRG CP1$88<0.1%+1New–
ZVRAZevra Therapeutics, Inc.COM NEW10$88<0.1%−4−28.6%ReducedHistory
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS43$88<0.1%+43NewHistory
PLBCPlumas BancorpCOM2$89<0.1%−1−33.3%ReducedHistory
STTKShattuck Labs, Inc.COM112$89<0.1%+104+1,300.0%AddedHistory
BELFABel Fuse IncCL A1$90<0.1%−3−75.0%ReducedHistory
ARQArq, Inc.COM17$91<0.1%+17NewHistory
MVISMicrovision, Inc.COM NEW81$92<0.1%−121−59.9%ReducedHistory
XBITXBiotech Inc.COM31$92<0.1%+18+138.5%AddedHistory
MRDNMeridian Holdings Inc.COM54$92<0.1%+23+74.2%AddedHistory
CCOClear Channel Outdoor Holdings, Inc.COM80$94<0.1%−171−68.1%ReducedHistory
DAREDare Bioscience, Inc.COM NEW42$100<0.1%00.0%UnchangedHistory
Tevogen Inc.G8028L107CLASS A ORD80$100<0.1%+30+60.0%Added–
WIMIWiMi Hologram Cloud Inc.COM36$100<0.1%+36NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%Unchanged–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%Unchanged–
LAWCS Disco, Inc.COM23$101<0.1%+23NewHistory
TCRXTScan Therapeutics, Inc.COM70$101<0.1%+49+233.3%AddedHistory
JILLJ.Jill, Inc.COM7$102<0.1%−5−41.7%ReducedHistory
EZPZFranklin Crypto TrustETP4$102<0.1%+4NewHistory
NTICNorthern Technologies International CorpCOM14$104<0.1%+14NewHistory
SRTAStrata Critical Medical, Inc.CL A COM26$105<0.1%+26NewHistory
SPRYARS Pharmaceuticals, Inc.COM6$105<0.1%+6NewHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF4$106<0.1%00.0%Unchanged–
BWFGBankwell Financial Group, Inc.COM3$108<0.1%−2−40.0%ReducedHistory
FLXSFlexsteel Industries IncCOM3$108<0.1%+3NewHistory
CIFRCipher Digital Inc.COM23$110<0.1%−118−83.7%ReducedHistory
MPBMid Penn Bancorp IncCOM4$113<0.1%+2+100.0%AddedHistory
SGCSuperior Group of Companies, Inc.COM11$113<0.1%00.0%UnchangedHistory
PTLEPTL LtdCOM CL A381$114<0.1%+381NewHistory
PEBKPeoples Bancorp of North Carolina IncCOM4$115<0.1%+2+100.0%AddedHistory
PSQHPSQ Holdings, Inc.CL A56$115<0.1%−44−44.0%ReducedHistory
OPADOfferpad Solutions Inc.COM CL A127$115<0.1%+78+159.2%AddedHistory
GDYNGrid Dynamics Holdings, Inc.CL A10$116<0.1%+10NewHistory
CYHCommunity Health Systems IncCOM34$116<0.1%+34NewHistory
PINEAlpine Income Property Trust, Inc.COM8$117<0.1%00.0%UnchangedHistory
AVRAnteris Technologies Global Corp.COM31$117<0.1%+31NewHistory
PRLDPrelude Therapeutics IncCOM148$120<0.1%+139+1,544.4%AddedHistory
HCATHealth Catalyst, Inc.COM32$121<0.1%−59−64.8%ReducedHistory
SMXTSolarMax Technology, Inc.COM SHS112$122<0.1%−27−19.4%ReducedHistory
FUNDSprott Focus Trust Inc.COM16$122<0.1%00.0%UnchangedHistory
TBITrueBlue, Inc.COM19$123<0.1%+19NewHistory
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$123<0.1%+4New–
GBIOGeneration Bio Co.COMMON STOCK391$125<0.1%+391NewHistory
TCITranscontinental Realty Investors IncCOM NEW3$128<0.1%+3NewHistory
LPSNLiveperson IncCOM127$128<0.1%+127NewHistory
OBEObsidian Energy Ltd.COM23$128<0.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM14$131<0.1%−234−94.4%ReducedHistory
METCRamaco Resources, Inc.COM CL A10$131<0.1%−4−28.6%ReducedHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK7$131<0.1%+2+40.0%AddedHistory
LNAILunai Bioworks Inc.COM458$132<0.1%+431+1,596.3%AddedHistory
ISTRInvestar Holding CorpCOM7$135<0.1%+7NewHistory
CRMDCorMedix Inc.COM11$136<0.1%+7+175.0%AddedHistory
INNVInnovAge Holding Corp.COM38$140<0.1%+26+216.7%AddedHistory
GSATGlobalstar, Inc.COM NEW6$141<0.1%−51−89.5%ReducedHistory
VERAVera Therapeutics, Inc.CL A6$141<0.1%+6NewHistory
PAMTPamt CorpCOM11$142<0.1%−4−26.7%ReducedHistory
RCELAVITA Medical, Inc.COM27$143<0.1%−129−82.7%ReducedHistory
ZURAZura Bio LtdSHS CL A136$143<0.1%+9+7.1%AddedHistory
BWMNBowman Consulting Group Ltd.COM5$144<0.1%−3−37.5%ReducedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$145<0.1%+6+300.0%AddedHistory
LCNBLCNB CorpCOM10$145<0.1%+9+900.0%AddedHistory
MPXMarine Products Group, LLCCOM17$145<0.1%−2−10.5%ReducedHistory
BPRNPrinceton Bancorp, Inc.COM5$153<0.1%+3+150.0%AddedHistory
IIIInformation Services Group Inc.COM32$154<0.1%+10+45.5%AddedHistory
ESSAESSA Bancorp, Inc.COM8$155<0.1%+7+700.0%AddedHistory
AKAA.K.A. Brands Holding Corp.COM15$155<0.1%+12+400.0%AddedHistory
MOLNMolecular Partners AGADS41$157<0.1%+41NewHistory
AMLXAmylyx Pharmaceuticals, Inc.COM25$160<0.1%00.0%UnchangedHistory
GRWGGrowGeneration Corp.COM178$166<0.1%+148+493.3%AddedHistory
Global X FDS37950E259GB MSCI AR ETF2$169<0.1%+2New–
CBLLCeribell, Inc.COM9$169<0.1%−37−80.4%ReducedHistory
SBDSSolo Brands, Inc.COM CL A579$174<0.1%−281−32.7%ReducedHistory
NODKNI Holdings, Inc.COM14$178<0.1%−3−17.6%ReducedHistory
NOTEFiscalNote Holdings, Inc.COMMON STOCK334$179<0.1%−68−16.9%ReducedHistory
ATEXAnterix Inc.COM7$180<0.1%+6+600.0%AddedHistory
HOWLWerewolf Therapeutics, Inc.COM167$182<0.1%+132+377.1%AddedHistory
SHL Telemedicine Ltd78423T200ADS89$182<0.1%+89New–
ATOSAtossa Therapeutics, Inc.COM221$183<0.1%+116+110.5%AddedHistory
ZIMVZimVie Inc.Stock20$187<0.1%−82−80.4%ReducedHistory
BLNKBlink Charging Co.COM200$188<0.1%+175+700.0%AddedHistory
STRZStarz Entertainment CorpCOM12$193<0.1%+12NewHistory
PKOHPark Ohio Holdings CorpCOM11$197<0.1%+6+120.0%AddedHistory
TCXTucows IncCOM NEW10$197<0.1%−2−16.7%ReducedHistory
XCHXCHG LtdADR147$197<0.1%+147NewHistory
SMTISanara MedTech Inc.COM7$199<0.1%−6−46.2%ReducedHistory
PRPLPurple Innovation, Inc.COM278$203<0.1%+278NewHistory
STOKStoke Therapeutics, Inc.COM18$204<0.1%+18NewHistory
Capital Group Global Equity14020R107SHS7$205<0.1%+7New–
SQNSSequans CommunicationsADR140$206<0.1%+140NewHistory
AKYAAkoya Biosciences, Inc.COM159$207<0.1%−52−24.6%ReducedHistory
DMRCDigimarc CorpCOM16$211<0.1%−3−15.8%ReducedHistory
LARLithium Argentina AGStock102$212<0.1%−132−56.4%ReducedHistory
KGKestrel Group LtdCOM8$212<0.1%+8NewHistory
TWINTwin Disc IncCOM24$212<0.1%+24NewHistory
ERNAErnexa Therapeutics Inc.COM116$213<0.1%−1−0.8%ReducedConverted for a 1-for-15 splitHistory

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