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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
DOCUDocuSign, Inc.Stock1,068$83.2K<0.1%+45+4.4%AddedHistory
Vanguard Energy ETF92204A306ETF698$83.1K<0.1%+1+0.1%Added–
FMSFresenius Medical Care AGSPONSORED ADR2,906$83.0K<0.1%+1,704+141.8%AddedHistory
ENSGEnsign Group, IncCOM536$82.6K<0.1%+213+65.9%AddedHistory
LPXLouisiana-Pacific CorpCOM954$82.0K<0.1%+794+496.3%AddedHistory
UHAL.BU-Haul Holding CoCOM SER N1,505$81.8K<0.1%+1,398+1,306.5%AddedHistory
NOKNokia CorpSPONSORED ADR15,783$81.8K<0.1%+3,276+26.2%AddedHistory
USALiberty All Star Equity FundSH BEN INT12,000$81.7K<0.1%+2,000+20.0%AddedHistory
ALVAutoliv IncCOM730$81.7K<0.1%+623+582.2%AddedHistory
PSMTPricesmart IncCOM776$81.5K<0.1%+579+293.9%AddedHistory
MCYMercury General CorpCOM1,209$81.4K<0.1%+798+194.2%AddedHistory
ASCArdmore Shipping CorpCOM8,444$81.1K<0.1%+7,972+1,689.0%AddedHistory
PBFPBF Energy Inc.CL A3,733$80.9K<0.1%+2,507+204.5%AddedHistory
Vanguard Communication Services ETF92204A884ETF473$80.9K<0.1%00.0%Unchanged–
JXNJackson Financial Inc.COM CL A911$80.9K<0.1%+325+55.5%AddedHistory
FLOFlowers Foods IncCOM5,061$80.9K<0.1%+2,958+140.7%AddedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR11,174$80.7K<0.1%+9,292+493.7%AddedHistory
ELEstee Lauder Companies IncCL A997$80.6K<0.1%+188+23.2%AddedHistory
AGXArgan IncStock365$80.5K<0.1%+335+1,116.7%AddedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$80.5K<0.1%00.0%Unchanged–
ABGAsbury Automotive Group IncCOM337$80.4K<0.1%+172+104.2%AddedHistory
CGCarlyle Group Inc.COM1,554$79.9K<0.1%+376+31.9%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$79.4K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$79.4K<0.1%00.0%Unchanged–
WDSWoodside Energy Group LtdADR5,137$79.3K<0.1%+2,825+122.2%AddedHistory
BMAMacro Bank Inc.SPON ADR B1,128$79.2K<0.1%−22−1.9%ReducedHistory
ESSEssex Property Trust, Inc.COM279$79.1K<0.1%+115+70.1%AddedHistory
ALSumisho Air Lease CorpCL A1,345$78.7K<0.1%+738+121.6%AddedHistory
CRKComstock Resources IncCOM2,825$78.2K<0.1%+2,606+1,190.0%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,802$78.1K<0.1%+101+5.9%AddedHistory
SEESealed Air CorpCOM2,518$78.1K<0.1%+1,152+84.3%AddedHistory
VALValaris LtdCL A1,853$78.0K<0.1%+1,308+240.0%AddedHistory
SSentinelOne, Inc.CL A4,258$77.8K<0.1%+3,593+540.3%AddedHistory
SUISun Communities IncCOM615$77.8K<0.1%+184+42.7%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A2,746$77.7K<0.1%+2,628+2,227.1%AddedHistory
PLXSPlexus CorpCOM574$77.7K<0.1%+490+583.3%AddedHistory
NFGNational Fuel Gas CoStock916$77.6K<0.1%+429+88.1%AddedHistory
CLSCelestica IncStock497$77.6K<0.1%−65−11.6%ReducedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D2,465$77.5K<0.1%−34−1.4%ReducedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$77.5K<0.1%00.0%UnchangedHistory
BOXBox IncCL A2,263$77.3K<0.1%+2,155+1,995.4%AddedHistory
CSLCarlisle Companies IncCOM207$77.3K<0.1%−2,576−92.6%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM43$77.2K<0.1%+30+230.8%AddedHistory
MWAMueller Water Products, Inc.COM SER A3,204$77.0K<0.1%+2,792+677.7%AddedHistory
THWabrdn World Healthcare FundBEN INT SHS7,500$77.0K<0.1%00.0%UnchangedHistory
SGNSigning Day Sports, Inc.COM73,967$76.9K<0.1%+19,332+35.4%AddedHistory
FOXAFox CorpCL A COM1,368$76.7K<0.1%+1,014+286.4%AddedHistory
MTArcelorMittalNY REGISTRY SH2,422$76.5K<0.1%+1,765+268.6%AddedHistory
CAPLCrossAmerica Partners LPUT LTD PTN INT3,648$76.3K<0.1%00.0%UnchangedHistory
ONBOld National BancorpStock3,568$76.1K<0.1%+3,169+794.2%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF1,642$76.1K<0.1%+343+26.4%Added–
CMCCommercial Metals CoStock1,550$75.8K<0.1%+708+84.1%AddedHistory
ESGREnstar Group LTDSHS225$75.7K<0.1%+177+368.8%AddedHistory
AGOAssured Guaranty LtdCOM868$75.6K<0.1%+433+99.5%AddedHistory
BXPBXP, Inc.COM1,120$75.6K<0.1%+257+29.8%AddedHistory
NVRNVR IncCOM10$75.4K<0.1%+5+100.0%AddedHistory
RITMRithm Capital Corp.REIT6,650$75.1K<0.1%+1,387+26.4%AddedHistory
PIMCO ETF Tr72201R7830-5 HIGH YIELD789$75.0K<0.1%−822−51.0%Reduced–
APAAPA CorpStock4,093$74.9K<0.1%−115−2.7%ReducedHistory
iShares Tr46435U713US INFRASTRUC1,516$74.6K<0.1%−372−19.7%Reduced–
LRNStride, Inc.COM512$74.3K<0.1%+424+481.8%AddedHistory
GRFSGrifols SASP ADR REP B NVT8,219$74.3K<0.1%+4,604+127.4%AddedHistory
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS5,500$74.1K<0.1%00.0%UnchangedHistory
NWBINorthwest Bancshares, Inc.COM5,791$74.0K<0.1%+4,952+590.2%AddedHistory
DGICADonegal Group IncCL A3,679$73.7K<0.1%+2,975+422.6%AddedHistory
THQabrdn Healthcare Opportunities FundSHS4,000$73.6K<0.1%00.0%UnchangedHistory
COLLCollegium Pharmaceutical, IncCOM2,484$73.5K<0.1%+2,190+744.9%AddedHistory
SIGISelective Insurance Group IncCOM846$73.3K<0.1%+682+415.9%AddedHistory
FULFuller H B CoStock1,218$73.3K<0.1%+688+129.8%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR4,453$73.1K<0.1%+3,617+432.7%AddedHistory
CGNXCognex CorpCOM2,305$73.1K<0.1%+1,871+431.1%AddedHistory
BGBunge Global SACOM SHS910$73.1K<0.1%+494+118.8%AddedHistory
NTESNetEase, Inc.SPONSORED ADS542$72.9K<0.1%+280+106.9%AddedHistory
HSTHost Hotels & Resorts, Inc.COM4,718$72.5K<0.1%+3,799+413.4%AddedHistory
CARAvis Budget Group, Inc.COM427$72.2K<0.1%+70+19.6%AddedHistory
OGEOGE Energy Corp.COM1,626$72.2K<0.1%+884+119.1%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C733$72.1K<0.1%+273+59.3%AddedHistory
CADECadence BancorporationEQUITY US CM2,252$72.0K<0.1%+1,258+126.6%AddedHistory
EVTCEVERTEC, Inc.COM1,996$72.0K<0.1%+1,926+2,751.4%AddedHistory
TPLTexas Pacific Land CorpStock68$71.8K<0.1%+12+21.4%AddedHistory
GENGen Digital Inc.Stock2,441$71.8K<0.1%+14+0.6%AddedHistory
MANManpowerGroup Inc.COM1,773$71.6K<0.1%+1,134+177.5%AddedHistory
NVMINova Ltd.COM260$71.6K<0.1%+100+62.5%AddedHistory
EMNEastman Chemical CoStock958$71.5K<0.1%+618+181.8%AddedHistory
SPXCSPX Technologies, Inc.COM425$71.3K<0.1%+164+62.8%AddedHistory
ESEEsco Technologies IncCOM371$71.2K<0.1%+38+11.4%AddedHistory
FLUTFlutter Entertainment plcSHS248$70.9K<0.1%+106+74.6%AddedHistory
CECelanese CorpStock1,276$70.6K<0.1%+755+144.9%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$70.6K<0.1%00.0%Unchanged–
PAYCPaycom Software, Inc.Stock304$70.4K<0.1%+117+62.6%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF3,061$70.4K<0.1%−906−22.8%Reduced–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$70.1K<0.1%00.0%UnchangedHistory
PENPenumbra IncCOM272$69.8K<0.1%+184+209.1%AddedHistory
HIWHighwoods Properties, Inc.COM2,242$69.7K<0.1%+1,106+97.4%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$69.7K<0.1%00.0%UnchangedHistory
NGVTIngevity CorpCOM1,616$69.6K<0.1%+550+51.6%AddedHistory
CACICACI International IncCL A146$69.6K<0.1%+125+595.2%AddedHistory
PAHCPhibro Animal Health CorpCL A COM2,720$69.5K<0.1%+2,685+7,671.4%AddedHistory
GFIGold Fields LtdSPONSORED ADR2,935$69.5K<0.1%+1,900+183.6%AddedHistory
FHIFederated Hermes, Inc.CL B1,567$69.4K<0.1%+679+76.5%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