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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
BNTCBenitec Biopharma Inc.COM NEW148$1.73K<0.1%+148NewHistory
MESOMesoblast LtdADR159$1.73K<0.1%−138−46.5%ReducedHistory
SWBISmith & Wesson Brands, Inc.COM202$1.75K<0.1%+114+129.5%AddedHistory
GETYGetty Images Holdings, Inc.CL A COM1,064$1.77K<0.1%−187−14.9%ReducedHistory
BORRBorr Drilling LtdSHS969$1.77K<0.1%+170+21.3%AddedHistory
MXCTMaxcyte, Inc.COM814$1.77K<0.1%+339+71.4%AddedHistory
Virtus ETF Tr II92790A868KAR MID-CAP ETF71$1.78K<0.1%00.0%Unchanged–
SPDR Series Trust78464A656ST STR TIPS ETF69$1.80K<0.1%00.0%Unchanged–
BTCGrayscale Bitcoin Mini Trust ETFETF38$1.81K<0.1%00.0%UnchangedHistory
CHPTChargePoint Holdings, Inc.Stock2,587$1.82K<0.1%+2,587NewHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD832$1.82K<0.1%+352+73.3%AddedHistory
EVCEntravision Communications CorpCL A786$1.82K<0.1%+756+2,520.0%AddedHistory
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1.83K<0.1%00.0%Unchanged–
BLCOBausch & Lomb CorpCOMMON SHARES141$1.83K<0.1%−783−84.7%ReducedHistory
MECMayville Engineering Company, Inc.COM115$1.83K<0.1%+115NewHistory
Xylo Technologies Ltd58471G508SPONSORED ADS363$1.84K<0.1%+363New–
KLCKinderCare Learning Companies, Inc.COM183$1.85K<0.1%−57−23.8%ReducedHistory
IROQIF Bancorp, Inc.COM75$1.85K<0.1%+75NewHistory
URGUr-Energy IncCOM1,768$1.86K<0.1%+974+122.7%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM215$1.86K<0.1%+188+696.3%AddedHistory
BOOMDMC Global Inc.COM231$1.86K<0.1%−670−74.4%ReducedHistory
VSTMVerastem, Inc.COM NEW450$1.87K<0.1%−12−2.6%ReducedHistory
CMRCCommerce.com, Inc.COM SER 1377$1.89K<0.1%+105+38.6%AddedHistory
NVAXNovavax IncCOM NEW300$1.89K<0.1%+300NewHistory
OLOOlo Inc.CL A213$1.90K<0.1%+30+16.4%AddedHistory
HTTHigh Templar Tech LtdSPON ADS610$1.92K<0.1%+610NewHistory
SIMGRUPO SIMEC, S.A.B. de C.V.ADR71$1.92K<0.1%+71NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock296$1.92K<0.1%−49−14.2%ReducedHistory
TOURTuniu CorpSPONSORED ADS A2,286$1.93K<0.1%+2,286NewHistory
AURAAura Biosciences, Inc.COM308$1.93K<0.1%+260+541.7%AddedHistory
AKBAAkebia Therapeutics, Inc.COM533$1.94K<0.1%+290+119.3%AddedHistory
REPXRiley Exploration Permian, Inc.COM74$1.94K<0.1%+35+89.7%AddedHistory
MCHBMechanics BancorpCL A149$1.95K<0.1%+149NewHistory
SVRESaverOne 2014 Ltd.COM656$1.95K<0.1%+656NewHistory
OABIOmniAb, Inc.COM1,125$1.96K<0.1%+1,125NewHistory
ESTAEstablishment Labs Holdings Inc.COM46$1.97K<0.1%+36+360.0%AddedHistory
TRNSTranscat IncCOM23$1.98K<0.1%+20+666.7%AddedHistory
CVGICommercial Vehicle Group, Inc.COM1,192$1.98K<0.1%+1,192NewHistory
LOVELovesac CoCOM109$1.98K<0.1%+86+373.9%AddedHistory
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1.99K<0.1%+933NewHistory
XOMAXOMA Royalty CorpCOM NEW79$1.99K<0.1%+79NewHistory
PLYMPlymouth Industrial REIT, Inc.COM124$2.00K<0.1%+26+26.5%AddedHistory
APLDApplied Digital Corp.COM NEW199$2.00K<0.1%+199NewHistory
PHLTPerformant Healthcare IncCOM505$2.02K<0.1%+505NewHistory
CPSCooper-Standard Holdings Inc.COM94$2.02K<0.1%+18+23.7%AddedHistory
FUBOFuboTV Inc.COM524$2.02K<0.1%+75+16.7%AddedHistory
TRTXTPG RE Finance Trust, Inc.COM262$2.02K<0.1%+198+309.4%AddedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A853$2.06K<0.1%−190−18.2%ReducedHistory
Global X FDS37954Y343GLBL X MLP ETF41$2.06K<0.1%−401−90.7%Reduced–
AGIOAgios Pharmaceuticals, Inc.COM62$2.06K<0.1%+21+51.2%AddedHistory
Strategic Trust48817R870RUNNING GWTH ETF61$2.06K<0.1%+61New–
RBBRBB BancorpCOM120$2.07K<0.1%+80+200.0%AddedHistory
SAMBoston Beer Co IncCL A11$2.10K<0.1%+9+450.0%AddedHistory
HUMAHumacyte, Inc.COM1,006$2.10K<0.1%+956+1,912.0%AddedHistory
FVRFrontView REIT, Inc.COM176$2.11K<0.1%+141+402.9%AddedHistory
VIOTViomi Technology Co., LtdSPONSORED ADS1,567$2.12K<0.1%+1,567NewHistory
BMEABiomea Fusion, Inc.COM1,176$2.12K<0.1%+842+252.1%AddedHistory
LRMRLarimar Therapeutics, Inc.COM734$2.12K<0.1%+536+270.7%AddedHistory
SEDGSolaredge Technologies, Inc.COM104$2.12K<0.1%−248−70.5%ReducedHistory
GNKGenco Shipping & Trading LtdSHS163$2.13K<0.1%−365−69.1%ReducedHistory
AMALAmalgamated Financial Corp.COM69$2.15K<0.1%+49+245.0%AddedHistory
CCChemours CoStock188$2.16K<0.1%−468−71.3%ReducedHistory
BKDBrookdale Senior Living Inc.COM310$2.16K<0.1%+244+369.7%AddedHistory
ASLEAerSale CorpCOM359$2.16K<0.1%+359NewHistory
Schwab U.S. REIT ETF808524847ETF102$2.16K<0.1%00.0%Unchanged–
TLSTelos CorpCOM688$2.18K<0.1%+606+739.0%AddedHistory
Tidal Trust II88636J204RET STCKD GL STK84$2.20K<0.1%00.0%Unchanged–
LZMLifezone Metals LtdORD SHS535$2.20K<0.1%+263+96.7%AddedHistory
CECOCeco Environmental CorpCOM78$2.21K<0.1%+78NewHistory
IMXIInternational Money Express, Inc.COM219$2.21K<0.1%+219NewHistory
Oneconnect Finl Technology C68248T204SPONSORED ADS308$2.22K<0.1%+308New–
BARKBark, Inc.COM2,532$2.23K<0.1%+2,274+881.4%AddedHistory
RBRKRubrik, Inc.Stock25$2.24K<0.1%+5+25.0%AddedHistory
RGENRepligen CorpCOM18$2.24K<0.1%−20−52.6%ReducedHistory
NLNli Holdings, Inc.COM NEW350$2.24K<0.1%+148+73.3%AddedHistory
FLOCFlowco Holdings Inc.COM CL A126$2.24K<0.1%+126NewHistory
INDIindie Semiconductor, Inc.CLASS A COM634$2.26K<0.1%+539+567.4%AddedHistory
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS261$2.26K<0.1%+91+53.5%AddedHistory
HTLDHeartland Express IncCOM262$2.26K<0.1%+178+211.9%AddedHistory
RHRHCOM12$2.27K<0.1%−3−20.0%ReducedHistory
ZYMEZymeworks Inc.COM181$2.27K<0.1%+168+1,292.3%AddedHistory
First BK Williamstown New Je31931U102COM147$2.27K<0.1%+137+1,370.0%Added–
GERNGeron CorpCOM1,615$2.28K<0.1%+767+90.4%AddedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW330$2.28K<0.1%+230+230.0%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM37$2.28K<0.1%+37NewHistory
SLDPSolid Power, Inc.CLASS A COM1,042$2.28K<0.1%+936+883.0%AddedHistory
KODKEastman Kodak CoCOM NEW404$2.28K<0.1%+404NewHistory
CCNECNB Financial CorpCOM100$2.29K<0.1%+100NewHistory
RMAXRE/MAX Holdings, Inc.CL A281$2.30K<0.1%+64+29.5%AddedHistory
CEPUCentral Puerto S.A.SPONSORED ADR197$2.30K<0.1%+197NewHistory
Global X Lithium & Battery Tech ETF37954Y855ETF60$2.30K<0.1%00.0%Unchanged–
EZETFranklin Ethereum TrustETHEREUM ETF121$2.31K<0.1%+76+168.9%AddedHistory
ADCTADC Therapeutics SASHS864$2.31K<0.1%+633+274.0%AddedHistory
SABRSabre CorpCOM733$2.32K<0.1%+442+151.9%AddedHistory
BBBLACKBERRY LtdCOM507$2.32K<0.1%+507NewHistory
HLLYHolley Inc.COM1,163$2.33K<0.1%−1,840−61.3%ReducedHistory
APGEApogee Therapeutics, Inc.COM54$2.35K<0.1%+47+671.4%AddedHistory
SPDR Series Trust78468R549SP O&G EQP SERV37$2.37K<0.1%00.0%Unchanged–
iShares Tr46434V860TRS FLT RT BD47$2.38K<0.1%00.0%Unchanged–
TGSGas Transporter of the South IncSPONSORED ADS B92$2.38K<0.1%+92NewHistory

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