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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
LWLamb Weston Holdings, Inc.Stock3,490$180.9K<0.1%+567+19.4%AddedHistory
TRPTC Energy CorpCOM3,706$180.8K<0.1%+1,243+50.5%AddedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF6,125$180.3K<0.1%+6,125New–
QRVOQorvo, Inc.Stock2,121$180.1K<0.1%+1,301+158.7%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF6,930$178.3K<0.1%−540−7.2%Reduced–
ESTCElastic N.V.ORD SHS2,110$177.9K<0.1%+1,688+400.0%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2,968$177.7K<0.1%+2,966+148,300.0%Added–
HUBSHubSpot IncCOM317$176.4K<0.1%−45−12.4%ReducedHistory
TTWOTake Two Interactive Software IncCOM726$176.4K<0.1%−25−3.3%ReducedHistory
MORNMorningstar, Inc.COM561$176.1K<0.1%+539+2,450.0%AddedHistory
SSBSouthState Bank CorpCOM1,910$175.8K<0.1%+452+31.0%AddedHistory
OCOwens CorningStock1,273$175.1K<0.1%+1,190+1,433.7%AddedHistory
MTZMastec IncCOM1,027$175.0K<0.1%+912+793.0%AddedHistory
APTVAptiv PLCStock2,561$174.7K<0.1%+2,150+523.1%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT3,273$174.4K<0.1%00.0%Unchanged–
PDDPDD Holdings Inc.SPONSORED ADS1,662$173.9K<0.1%+637+62.1%AddedHistory
NWGNatWest Group plcSPONS ADR12,290$173.9K<0.1%+6,575+115.0%AddedHistory
FHNFirst Horizon CorpCOM8,189$173.6K<0.1%+3,835+88.1%AddedHistory
GPNGlobal Payments IncStock2,166$173.4K<0.1%−420−16.2%ReducedHistory
MATMattel IncCOM8,777$173.1K<0.1%+5,762+191.1%AddedHistory
EGOEldorado Gold CorpCOM8,498$172.8K<0.1%−124−1.4%ReducedHistory
ETSYEtsy IncCOM3,435$172.3K<0.1%+2,183+174.4%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A88$172.2K<0.1%+21+31.3%AddedHistory
INGRIngredion IncCOM1,268$171.9K<0.1%+816+180.5%AddedHistory
SWKSSkyworks Solutions, Inc.Stock2,298$171.2K<0.1%+1,330+137.4%AddedHistory
NTRSNorthern Trust CorpCOM1,350$171.2K<0.1%+596+79.0%AddedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW7,128$170.9K<0.1%−261−3.5%ReducedHistory
SMCISuper Micro Computer, Inc.Stock3,479$170.5K<0.1%+1,036+42.4%AddedHistory
EXASExact Sciences CorpCOM3,204$170.3K<0.1%+2,159+206.6%AddedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF7,149$170.1K<0.1%+10.0%Added–
KHCKraft Heinz CoStock6,577$169.8K<0.1%−2,057−23.8%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR30,518$169.7K<0.1%+17,890+141.7%AddedHistory
NXPINXP Semiconductors N.V.COM777$169.7K<0.1%+187+31.7%AddedHistory
EXPOExponent IncCOM2,271$169.7K<0.1%−862−27.5%ReducedHistory
iShares Tr46434V647GLOBAL REIT ETF6,869$169.7K<0.1%−21,035−75.4%Reduced–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$169.5K<0.1%+300+16.2%Added–
WINGWingstop Inc.COM503$169.4K<0.1%+423+528.8%AddedHistory
DOWDow Inc.Stock6,374$168.8K<0.1%+2,624+70.0%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF3,485$168.1K<0.1%−1,044−23.1%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,484$167.0K<0.1%−2,830−53.3%Reduced–
Schwab U.S. Broad Market ETF808524102ETF7,005$166.9K<0.1%00.0%Unchanged–
DTEDte Energy CoCOM1,258$166.6K<0.1%−407−24.4%ReducedHistory
TSTenaris SASPONSORED ADS4,448$166.4K<0.1%+3,076+224.2%AddedHistory
DLTRDollar Tree, Inc.COM1,674$165.8K<0.1%+1,316+367.6%AddedHistory
BCMLBayCom CorpCOM5,979$165.7K<0.1%+5,974+119,480.0%AddedHistory
EEFTEuronet Worldwide, Inc.COM1,631$165.3K<0.1%+1,319+422.8%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$163.3K<0.1%00.0%Unchanged–
THOThor Industries IncCOM1,836$163.1K<0.1%−825−31.0%ReducedHistory
WPCW. P. Carey Inc.COM2,612$162.9K<0.1%−18,815−87.8%ReducedHistory
GHCGraham Holdings CoCOM CL B172$162.7K<0.1%+81+89.0%AddedHistory
BURLBurlington Stores, Inc.COM698$162.4K<0.1%+334+91.8%AddedHistory
SPDR Series Trust78464A672ST INTER ETF5,633$162.1K<0.1%00.0%Unchanged–
OKTAOkta, Inc.CL A1,621$162.1K<0.1%+893+122.7%AddedHistory
iShares Russell Midcap ETF464287499ETF1,761$161.9K<0.1%−759−30.1%Reduced–
CRBGCorebridge Financial, Inc.COM4,558$161.8K<0.1%+1,688+58.8%AddedHistory
UMCUnited Microelectronics CorpSPON ADR NEW21,111$161.5K<0.1%+7,138+51.1%AddedHistory
PCGPG&E CorpStock11,575$161.3K<0.1%−230−1.9%ReducedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$161.2K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,093$161.1K<0.1%−2,007−39.4%Reduced–
SNNSmith & Nephew PLCSPDN ADR NEW5,261$161.1K<0.1%+3,613+219.2%AddedHistory
TWTradeweb Markets Inc.Stock1,100$161.0K<0.1%+763+226.4%AddedHistory
LOGILogitech International S.A.SHS1,779$160.3K<0.1%+206+13.1%AddedHistory
SNYSanofiSPONSORED ADR3,301$159.5K<0.1%+875+36.1%AddedHistory
PPLPPL CorpCOM4,695$159.1K<0.1%+1,848+64.9%AddedHistory
RYNRayonier IncCOM7,153$158.7K<0.1%+5,419+312.5%AddedHistory
MKLMarkel Group Inc.COM79$157.8K<0.1%+46+139.4%AddedHistory
NMRNomura Holdings IncSPONSORED ADR23,936$157.5K<0.1%+7,733+47.7%AddedHistory
FNFabrinetSHS533$157.1K<0.1%+454+574.7%AddedHistory
EMBJEmbraer S.A.ADR2,752$156.6K<0.1%−286−9.4%ReducedHistory
SAIASaia IncCOM571$156.4K<0.1%−54−8.6%ReducedHistory
TKOTKO Group Holdings, Inc.CL A859$156.2K<0.1%+120+16.2%AddedHistory
IBOCInternational Bancshares CorpCOM2,341$155.8K<0.1%+341+17.1%AddedHistory
MTDRMatador Resources CoCOM3,261$155.6K<0.1%+2,885+767.3%AddedHistory
ARMKAramarkCOM3,716$155.6K<0.1%+174+4.9%AddedHistory
CRUSCirrus Logic, Inc.Stock1,491$155.4K<0.1%+1,054+241.2%AddedHistory
ProShares Tr74347R107PSHS ULT S&P 5001,588$155.2K<0.1%+31+2.0%Added–
Victory Portfolios II92647N865VCSHS US LRG CAP2,328$155.0K<0.1%−479−17.1%Reduced–
Franklin Templeton ETF Tr35473P819FTSE CHINA7,127$154.7K<0.1%+5,762+422.1%Added–
OPRAOpera LtdSPONSORED ADS8,175$154.5K<0.1%00.0%UnchangedHistory
WWDWoodward, Inc.COM630$154.4K<0.1%+467+286.5%AddedHistory
XYLXylem Inc.COM1,192$154.2K<0.1%+635+114.0%AddedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,182$153.7K<0.1%−7−0.1%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS3,367$153.4K<0.1%+1,734+106.2%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR2,230$153.2K<0.1%+591+36.1%AddedHistory
GAPGap IncCOM7,016$153.0K<0.1%+4,483+177.0%AddedHistory
EATBrinker International, IncStock846$152.6K<0.1%+618+271.1%AddedHistory
GIBCgi IncCL A1,452$152.2K<0.1%+505+53.3%AddedHistory
GGGGraco IncCOM1,765$151.7K<0.1%+870+97.2%AddedHistory
DOXAmdocs LtdSHS1,660$151.5K<0.1%+971+140.9%AddedHistory
ALCAlcon IncStock1,714$151.3K<0.1%+643+60.0%AddedHistory
iShares Tr46434V282U S EQUITY FACTR2,359$151.3K<0.1%+7+0.3%Added–
PAGPenske Automotive Group, Inc.COM880$151.2K<0.1%+735+506.9%AddedHistory
CFRCullen/Frost Bankers, Inc.COM1,174$150.9K<0.1%+532+82.9%AddedHistory
CHRDChord Energy CorpCOM NEW1,555$150.6K<0.1%+1,220+364.2%AddedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,596$150.0K<0.1%−520−16.7%Reduced–
UNMUnum GroupStock1,851$149.5K<0.1%+1,132+157.4%AddedHistory
AEEAmeren CorpCOM1,555$149.3K<0.1%+505+48.1%AddedHistory
TROWPrice T Rowe Group IncStock1,546$149.2K<0.1%+478+44.8%AddedHistory
GTMZoomInfo Technologies Inc.Stock14,722$149.0K<0.1%+12,284+503.9%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A1,429$148.8K<0.1%+815+132.7%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