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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
RFRegions Financial CorpCOM24,464$575.4K<0.1%+4,293+21.3%AddedHistory
SFMSprouts Farmers Market, Inc.COM3,491$574.8K<0.1%+1,445+70.6%AddedHistory
ENBEnbridge IncStock12,661$573.8K<0.1%+1,851+17.1%AddedHistory
ALLAllstate CorpStock2,842$572.2K<0.1%+806+39.6%AddedHistory
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$571.0K<0.1%−655−5.0%Reduced–
GRMNGarmin LtdSHS2,733$570.3K<0.1%+1,414+107.2%AddedHistory
iShares Russell 1000 Value ETF464287598ETF2,935$570.1K<0.1%−12,083−80.5%Reduced–
VanEck ETF Trust92189H409HIGH YLD MUNIETF11,352$570.0K<0.1%−15,219−57.3%Reduced–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF71,494$564.1K<0.1%+71,494New–
Schwab U.S. Large-Cap Growth ETF808524300ETF19,045$556.3K<0.1%+9,199+93.4%Added–
KBKB Financial Group Inc.SPONSORED ADR6,692$552.7K<0.1%+684+11.4%AddedHistory
CLColgate Palmolive CoStock6,077$552.3K<0.1%+536+9.7%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF10,187$549.4K<0.1%−4,564−30.9%Reduced–
TRVTravelers Companies, Inc.Stock2,052$548.7K<0.1%+1,002+95.4%AddedHistory
EMREmerson Electric CoStock4,112$548.2K<0.1%+738+21.9%AddedHistory
CMICummins IncStock1,672$547.7K<0.1%+319+23.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock7,357$546.8K<0.1%+2,304+45.6%AddedHistory
EHCEncompass Health CorpCOM4,454$546.2K<0.1%+528+13.4%AddedHistory
GILDGilead Sciences, Inc.Stock4,925$546.0K<0.1%+1,194+32.0%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock9,835$544.9K<0.1%−1,717−14.9%ReducedConverted for a 4-for-1 splitHistory
LHXL3HARRIS Technologies, Inc.Stock2,171$544.6K<0.1%+67+3.2%AddedHistory
CBSHCommerce Bancshares IncStock8,758$544.5K<0.1%+396+4.7%AddedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,099$543.3K<0.1%−52−0.6%Reduced–
iShares Tr464288281JPMORGAN USD EMG5,864$543.2K<0.1%−815−12.2%Reduced–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,492$542.6K<0.1%+123+5.2%AddedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER44,176$540.7K<0.1%+40,148+996.7%AddedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE13,224$537.4K<0.1%−346−2.5%Reduced–
CORCencora, Inc.Stock1,791$537.4K<0.1%+434+32.0%AddedHistory
HIGHartford Insurance Group, Inc.Stock4,232$536.8K<0.1%+1,357+47.2%AddedHistory
FISFidelity National Information Services, Inc.Stock6,591$536.5K<0.1%+2,920+79.5%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$535.6K<0.1%00.0%Unchanged–
AZNAstraZeneca PLCSPONSORED ADR7,658$535.1K<0.1%+1,727+29.1%AddedHistory
DTMDT Midstream, Inc.COMMON STOCK4,861$534.3K<0.1%+1,252+34.7%AddedHistory
TTETotalEnergies SESPONSORED ADS8,693$533.7K<0.1%+3,727+75.1%AddedHistory
iShares Inc464286764MSCI SPAIN ETF12,074$531.6K<0.1%+445+3.8%Added–
KMBKimberly Clark CorpStock4,087$526.9K<0.1%+245+6.4%AddedHistory
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,032$526.1K<0.1%−6,729−68.9%Reduced–
EXRExtra Space Storage Inc.COM3,553$523.9K<0.1%+2,864+415.7%AddedHistory
ALLEAllegion plcORD SHS3,626$522.6K<0.1%+57+1.6%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,891$517.0K<0.1%+20.0%Added–
FICOFair Isaac CorpCOM282$515.9K<0.1%−3−1.1%ReducedHistory
PFEPfizer IncStock21,235$514.7K<0.1%−6,760−24.1%ReducedHistory
VRTVertiv Holdings CoCOM CL A4,000$513.6K<0.1%+2,092+109.6%AddedHistory
ECLEcolab Inc.Stock1,905$513.3K<0.1%+807+73.5%AddedHistory
Schwab US Tips ETF808524870ETF19,181$511.8K<0.1%−1,667−8.0%Reduced–
CICigna GroupStock1,543$510.3K<0.1%+272+21.4%AddedHistory
EMEEMCOR Group, Inc.Stock949$507.6K<0.1%+526+124.3%AddedHistory
First Tr Exchange-Traded FD33734H106SHS11,260$503.3K<0.1%+7,142+173.4%Added–
AFLAflac IncStock4,747$500.6K<0.1%+1,411+42.3%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM3,082$500.3K<0.1%+298+10.7%AddedHistory
GISGeneral Mills IncStock9,613$498.1K<0.1%+1,369+16.6%AddedHistory
GLWCorning IncCOM9,454$497.2K<0.1%+3,871+69.3%AddedHistory
AEPAmerican Electric Power Co IncStock4,789$497.0K<0.1%+1,252+35.4%AddedHistory
TPRTapestry, Inc.COM5,654$496.5K<0.1%−16,662−74.7%ReducedHistory
NEMNEWMONT CorpStock8,522$496.5K<0.1%+5,604+192.0%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW8,166$496.4K<0.1%+4,332+113.0%AddedHistory
KEYSKeysight Technologies, Inc.Stock3,022$495.2K<0.1%+721+31.3%AddedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA15,968$495.1K<0.1%+3,817+31.4%Added–
EXPEExpedia Group, Inc.Stock2,934$494.9K<0.1%+2,304+365.7%AddedHistory
FIXComfort Systems USA IncCOM921$493.9K<0.1%+820+811.9%AddedHistory
PNRPENTAIR plcSHS4,807$493.5K<0.1%+2,230+86.5%AddedHistory
NRGNRG Energy, Inc.Stock3,064$492.0K<0.1%+532+21.0%AddedHistory
ORealty Income CorpREIT8,505$489.9K<0.1%+2,258+36.1%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,122$485.3K<0.1%+24,384+315.1%AddedHistory
MCOMoodys CorpStock965$484.3K<0.1%+239+32.9%AddedHistory
iShares Tr46435U218ESG MSCI LEADR4,445$481.6K<0.1%−106−2.3%Reduced–
HLNHaleon plcADR46,434$481.5K<0.1%+24,960+116.2%AddedHistory
SHOPShopify Inc.Stock4,160$479.9K<0.1%+1,350+48.0%AddedHistory
CTASCintas CorpStock2,152$479.6K<0.1%+1,048+94.9%AddedHistory
CARRCarrier Global CorpStock6,538$478.5K<0.1%+1,568+31.5%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF10,451$478.2K<0.1%+1,672+19.0%Added–
STESTERIS plcSHS USD1,990$477.9K<0.1%+492+32.8%AddedHistory
ADSKAutodesk, Inc.COM1,543$477.6K<0.1%+746+93.6%AddedHistory
Invesco S&P 500 Quality ETF46137V241ETF6,701$477.5K<0.1%−85−1.3%Reduced–
iShares Inc46434G780MSCI SINGPOR ETF18,243$474.0K<0.1%+624+3.5%Added–
ZTSZoetis Inc.Stock3,032$472.8K<0.1%+1,026+51.1%AddedHistory
TMToyota Motor CorpADS2,741$472.2K<0.1%+209+8.3%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,071$471.9K<0.1%+29+2.8%AddedHistory
PINSPinterest, Inc.CL A13,160$471.9K<0.1%+6,298+91.8%AddedHistory
ULTAUlta Beauty, Inc.Stock1,002$468.8K<0.1%+392+64.3%AddedHistory
BPBP PLCADR15,537$465.0K<0.1%+4,856+45.5%AddedHistory
FTITechnipFMC plcCOM13,490$464.6K<0.1%+11,374+537.5%AddedHistory
WDAYWorkday, Inc.CL A1,934$464.2K<0.1%+399+26.0%AddedHistory
LIILennox International IncCOM808$463.4K<0.1%−333−29.2%ReducedHistory
LPLALPL Financial Holdings Inc.COM1,233$462.3K<0.1%−380−23.6%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM4,285$462.1K<0.1%+530+14.1%AddedHistory
DKNGDraftKings Inc.Stock10,764$461.7K<0.1%+8,980+503.4%AddedHistory
NWSANews CorpCL A15,446$459.1K<0.1%+11,227+266.1%AddedHistory
SHELShell plcADR6,515$458.7K<0.1%+1,004+18.2%AddedHistory
IQVIQVIA Holdings Inc.Stock2,907$458.1K<0.1%+1,130+63.6%AddedHistory
AXSAxis Capital Holdings LtdSHS4,399$456.7K<0.1%+3,150+252.2%AddedHistory
TXRHTexas Roadhouse, Inc.COM2,437$456.7K<0.1%+2,048+526.5%AddedHistory
AMEAmetek IncCOM2,523$456.6K<0.1%+1,028+68.8%AddedHistory
MRVLMarvell Technology, Inc.COM5,899$456.6K<0.1%+2,751+87.4%AddedHistory
WCNWaste Connections, Inc.COM2,439$455.5K<0.1%+245+11.2%AddedHistory
CHDChurch & Dwight Co IncCOM4,707$452.4K<0.1%+1,956+71.1%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,592$449.2K<0.1%−90−5.4%ReducedHistory
EFXEquifax IncCOM1,730$448.8K<0.1%−398−18.7%ReducedHistory
OTISOtis Worldwide CorpStock4,517$447.3K<0.1%+1,467+48.1%AddedHistory
DGDollar General CorpCOM3,894$445.4K<0.1%+1,698+77.3%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