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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
METMetlife IncStock5,536$445.2K<0.1%+1,780+47.4%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF1,960$445.2K<0.1%+1,103+128.7%Added–
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,908$444.3K<0.1%+493+2.3%AddedHistory
ORIOld Republic International CorpCOM11,527$443.1K<0.1%+6,845+146.2%AddedHistory
VRSKVerisk Analytics, Inc.COM1,419$442.1K<0.1%+421+42.2%AddedHistory
iShares Flexible Income Active ETF092528603ETF8,352$441.3K<0.1%−2,999−26.4%Reduced–
CDNSCadence Design Systems IncStock1,430$440.4K<0.1%+416+41.0%AddedHistory
SCCOSouthern Copper CorpStock4,343$439.4K<0.1%+2,120+95.4%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS31,996$439.0K<0.1%+11,078+53.0%AddedHistory
ZSZscaler, Inc.Stock1,398$438.9K<0.1%+711+103.5%AddedHistory
iShares Tr464288760US AER DEF ETF2,316$437.0K<0.1%+7+0.3%Added–
Schwab Fundamental International Equity ETF808524755ETF10,829$433.4K<0.1%−839−7.2%Reduced–
HLIHoulihan Lokey, Inc.CL A2,399$431.7K<0.1%+351+17.1%AddedHistory
Nextplat Corp Com New68557F100Stock580,686$431.4K<0.1%00.0%Unchanged–
TSCOTractor Supply CoCOM8,168$431.1K<0.1%−1,352−14.2%ReducedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF9,075$430.4K<0.1%+9,075New–
COLBColumbia Banking System, Inc.COM18,325$428.4K<0.1%+1,286+7.5%AddedHistory
Emx Rty Corp26873J107COM170,000$428.4K<0.1%+170,000New–
CHTChunghwa Telecom Co LtdSPON ADR NEW119,141$426.1K<0.1%+5,124+127.6%AddedHistory
TDGTransDigm Group INCCOM277$421.2K<0.1%+18+6.9%AddedHistory
VRTXVertex Pharmaceuticals IncStock946$420.9K<0.1%+380+67.1%AddedHistory
SPGSimon Property Group Inc.REIT2,597$417.6K<0.1%+637+32.5%AddedHistory
USBUS Bancorp DECOM NEW9,216$417.0K<0.1%+3,507+61.4%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF16,637$416.4K<0.1%−473−2.8%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,342$413.0K<0.1%+1,436+75.3%Added–
COOCooper Companies, Inc.COM5,793$412.3K<0.1%−724−11.1%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,715$412.2K<0.1%−496−22.4%Reduced–
LYFTLyft, Inc.CL A COM26,065$410.8K<0.1%+23,494+913.8%AddedHistory
MANHManhattan Associates IncStock2,076$409.9K<0.1%+1,702+455.1%AddedHistory
SONYSony Group CorpSPONSORED ADR15,729$409.4K<0.1%+2,739+21.1%AddedHistory
BNYBank of New York Mellon CorpStock4,438$404.4K<0.1%+1,273+40.2%AddedHistory
CCKCrown Holdings, Inc.COM3,909$402.5K<0.1%+3,412+686.5%AddedHistory
AAgilent Technologies, Inc.COM3,400$401.3K<0.1%+2,023+146.9%AddedHistory
EVREvercore Inc.CLASS A1,483$400.5K<0.1%+729+96.7%AddedHistory
MOSMosaic CoCOM10,934$398.9K<0.1%+529+5.1%AddedHistory
BSYBentley Systems IncCOM CL B7,384$398.5K<0.1%−2,781−27.4%ReducedHistory
KMIKinder Morgan, Inc.Stock13,519$397.5K<0.1%+2,329+20.8%AddedHistory
NSCNorfolk Southern CorpStock1,550$396.9K<0.1%+199+14.7%AddedHistory
PSAPublic StorageCOM1,349$396.0K<0.1%+854+172.5%AddedHistory
ZBRAZebra Technologies CorpCL A1,283$395.5K<0.1%−26−2.0%ReducedHistory
CAHCardinal Health IncStock2,348$394.4K<0.1%+168+7.7%AddedHistory
CNCCentene CorpStock7,259$394.0K<0.1%+4,777+192.5%AddedHistory
POOLPool CorpCOM1,350$393.4K<0.1%−138−9.3%ReducedHistory
PPCPilgrims Pride CorpStock8,735$392.9K<0.1%+3,099+55.0%AddedHistory
EQTEQT CorpStock6,709$391.3K<0.1%+5,042+302.5%AddedHistory
HBANHuntington Bancshares IncCOM23,328$391.0K<0.1%+5,655+32.0%AddedHistory
TSNTyson Foods, Inc.Stock6,952$388.9K<0.1%+4,265+158.7%AddedHistory
ProShares Tr74347X831ULTRAPRO QQQ4,674$387.9K<0.1%+1,971+72.9%Added–
LHLabcorp Holdings Inc.Stock1,476$387.5K<0.1%+94+6.8%AddedHistory
IPInternational Paper CoCOM8,264$387.0K<0.1%+3,229+64.1%AddedHistory
SNPSSynopsys IncCOM750$384.5K<0.1%+157+26.5%AddedHistory
NTAPNetApp, Inc.Stock3,603$383.9K<0.1%+2,141+146.4%AddedHistory
APPAppLovin CorpCOM CL A1,096$383.7K<0.1%+239+27.9%AddedHistory
MPWRMonolithic Power Systems, Inc.COM524$383.5K<0.1%+53+11.3%AddedHistory
USFDUS Foods Holding Corp.COM4,941$380.5K<0.1%+3,836+347.1%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM6,916$380.2K<0.1%+5,479+381.3%AddedHistory
OLEDUniversal Display CorpCOM2,458$379.7K<0.1%−190−7.2%ReducedHistory
EIXEdison InternationalStock7,328$378.1K<0.1%+4,868+197.9%AddedHistory
UBSUBS Group AGStock11,149$377.1K<0.1%+1,594+16.7%AddedHistory
SSNCSS&C Technologies Holdings IncCOM4,546$376.4K<0.1%+683+17.7%AddedHistory
iShares Tr46435G672CORE INTL AGGR7,367$376.4K<0.1%+3,552+93.1%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,752$375.9K<0.1%+21+0.4%Added–
AXONAxon Enterprise, Inc.COM453$375.0K<0.1%+79+21.1%AddedHistory
PLDPrologis, Inc.REIT3,557$374.0K<0.1%+1,555+77.7%AddedHistory
SBUXStarbucks CorpStock4,080$373.8K<0.1%−20−0.5%ReducedHistory
TEAMAtlassian CorpCL A1,840$373.7K<0.1%+866+88.9%AddedHistory
MTGMgic Investment CorpCOM13,372$372.3K<0.1%+10,984+460.0%AddedHistory
TRGPTarga Resources Corp.COM2,134$371.6K<0.1%−181−7.8%ReducedHistory
DDominion Energy, IncStock6,573$371.5K<0.1%−12,534−65.6%ReducedHistory
EPDEnterprise Products Partners L.P.Stock11,971$371.2K<0.1%−834−6.5%ReducedHistory
CPAYCorpay, Inc.COM SHS1,117$370.5K<0.1%+910+439.6%AddedHistory
JBHTHunt J B Transport Services IncCOM2,573$369.5K<0.1%+2,220+628.9%AddedHistory
ARESAres Management CorpCL A COM STK2,128$368.6K<0.1%−37−1.7%ReducedHistory
CDWCDW CorpCOM2,060$367.9K<0.1%+376+22.3%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS6,933$365.8K<0.1%−1,534−18.1%Reduced–
NVSNovartis AGADR3,021$365.5K<0.1%+855+39.5%AddedHistory
BMOBank of MontrealCOM3,303$365.4K<0.1%+1,021+44.7%AddedHistory
LNGCheniere Energy, Inc.COM NEW1,495$364.0K<0.1%+507+51.3%AddedHistory
EQIXEquinix IncCOM457$363.2K<0.1%+115+33.6%AddedHistory
AITApplied Industrial Technologies IncCOM1,557$361.9K<0.1%+652+72.0%AddedHistory
AONAon plcCL A1,009$359.8K<0.1%+89+9.7%AddedHistory
PCARPaccar IncCOM3,777$359.0K<0.1%+2,177+136.1%AddedHistory
TOLToll Brothers, Inc.COM3,143$358.7K<0.1%+2,979+1,816.5%AddedHistory
NVTnVent Electric plcSHS4,889$358.2K<0.1%+850+21.0%AddedHistory
VMCVulcan Materials COCOM1,371$357.6K<0.1%+404+41.8%AddedHistory
ANAutonation, Inc.COM1,797$357.0K<0.1%+817+83.4%AddedHistory
SRESempraStock4,680$354.7K<0.1%+513+12.3%AddedHistory
CFCF Industries Holdings, Inc.COM3,836$352.9K<0.1%+1,755+84.3%AddedHistory
iShares Tr464287556ISHARES BIOTECH2,782$352.0K<0.1%−50−1.8%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,688$351.8K<0.1%+1,523+21.3%Added–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$351.5K<0.1%00.0%Unchanged–
WFWoori Financial Group Inc.SPONSORED ADS7,058$351.0K<0.1%+64+0.9%AddedHistory
DLRDigital Realty Trust, Inc.COM2,013$350.9K<0.1%+101+5.3%AddedHistory
CHTRCharter Communications, Inc.CL A855$349.5K<0.1%+242+39.5%AddedHistory
TDYTeledyne Technologies IncCOM679$347.9K<0.1%−63−8.5%ReducedHistory
UGIUgi CorpStock9,544$347.6K<0.1%+385+4.2%AddedHistory
Northern LTS FD Tr IV66538H633INSPIRE CORP BD14,366$344.9K<0.1%−3,635−20.2%Reduced–
Fidelity Covington Trust31609A305ENHANCED LARGE9,313$344.9K<0.1%−155−1.6%Reduced–
MOHMolina Healthcare, Inc.COM1,156$344.4K<0.1%+759+191.2%AddedHistory
HASHasbro, Inc.COM4,664$344.3K<0.1%+3,448+283.6%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