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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
DINOHF Sinclair CorpCOM6,804$279.5K<0.1%+5,226+331.2%AddedHistory
NKENIKE, Inc.Stock3,934$279.5K<0.1%−207−5.0%ReducedHistory
SNVSynovus Financial CorpCOM NEW5,394$279.1K<0.1%+3,044+129.5%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS3,629$278.3K<0.1%+1,188+48.7%AddedHistory
DRIDarden Restaurants IncCOM1,276$278.1K<0.1%+586+84.9%AddedHistory
LADLithia Motors IncCOM821$277.2K<0.1%+273+49.8%AddedHistory
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY10,350$277.0K<0.1%+10,350New–
BKRBaker Hughes CoCL A7,216$276.7K<0.1%+2,368+48.8%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,091$275.6K<0.1%−72−3.3%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A3,521$274.8K<0.1%+1,214+52.6%AddedHistory
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA6,889$274.4K<0.1%+5,814+540.8%Added–
Advisorshares Tr00768Y768STAR GLOB BUYW5,945$274.1K<0.1%−1,956−24.8%Reduced–
ProShares Tr74347R263PSHS UL TELE ETF2,750$273.8K<0.1%+1,750+175.0%Added–
GPIGroup 1 Automotive IncCOM626$273.4K<0.1%+206+49.0%AddedHistory
WPMWheaton Precious Metals Corp.COM3,043$273.3K<0.1%+2,355+342.3%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM2,211$273.3K<0.1%−162−6.8%ReducedHistory
SANBanco Santander, S.A.ADR32,849$272.6K<0.1%+12,894+64.6%AddedHistory
VMRKVivmark ResidentialSH BEN INT4,030$272.0K<0.1%+257+6.8%AddedHistory
TERTeradyne, IncStock3,025$272.0K<0.1%−554−15.5%ReducedHistory
Vanguard Health Care ETF92204A504ETF1,095$271.9K<0.1%−2,035−65.0%Reduced–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$270.9K<0.1%+14,999NewHistory
NDSNNordson CorpCOM1,259$269.9K<0.1%−318−20.2%ReducedHistory
ASHAshland Inc.COM5,366$269.8K<0.1%+5,093+1,865.6%AddedHistory
CVNACarvana Co.CL A800$269.6K<0.1%+129+19.2%AddedHistory
EDConsolidated Edison IncStock2,685$269.4K<0.1%+547+25.6%AddedHistory
MTBM&T Bank CorpCOM1,386$268.9K<0.1%+404+41.1%AddedHistory
MDBMongoDB, Inc.CL A1,280$268.8K<0.1%+1,156+932.3%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,667$268.2K<0.1%−981−26.9%Reduced–
SESea LtdSPONSORD ADS1,675$267.9K<0.1%−2−0.1%ReducedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,576$267.2K<0.1%−176−6.4%Reduced–
LLoews CorpCOM2,912$267.0K<0.1%+1,393+91.7%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,610$265.5K<0.1%+2,268+67.9%AddedHistory
ROKRockwell Automation, IncStock799$265.4K<0.1%+192+31.6%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE3,563$265.1K<0.1%+1,568+78.6%AddedHistory
iShares Tr464287150CORE S&P TTL STK1,961$264.8K<0.1%−24−1.2%Reduced–
STLDSteel Dynamics IncCOM2,066$264.5K<0.1%+1,168+130.1%AddedHistory
GWWW.W. Grainger, Inc.Stock252$262.2K<0.1%+86+51.8%AddedHistory
CCICrown Castle Inc.REIT2,539$260.8K<0.1%+969+61.7%AddedHistory
PEGPublic Service Enterprise Group IncCOM3,091$260.1K<0.1%−81−2.6%ReducedHistory
HESHess CorpStock1,874$259.7K<0.1%+818+77.5%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF2,757$258.6K<0.1%+2,737+13,685.0%Added–
CPTCamden Property TrustREIT2,294$258.5K<0.1%+1,287+127.8%AddedHistory
SBACSba Communications CorpCL A1,101$258.5K<0.1%+627+132.3%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 38,961$258.3K<0.1%+3,766+72.5%AddedHistory
iShares Tr46428865310-20 YR TRS ETF2,540$258.1K<0.1%+217+9.3%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,363$258.1K<0.1%−17,417−88.1%Reduced–
AYIAcuity Inc. (DE)Stock864$257.8K<0.1%+112+14.9%AddedHistory
SYYSysco CorpStock3,401$257.5K<0.1%+369+12.2%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,055$256.8K<0.1%+2,895+1,809.4%Added–
ATIAti IncStock2,970$256.4K<0.1%+1,429+92.7%AddedHistory
ACGLArch Capital Group Ltd.Stock2,790$254.1K<0.1%+2,192+366.6%AddedHistory
AVBAvalonbay Communities IncCOM1,244$253.1K<0.1%+715+135.2%AddedHistory
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$252.9K<0.1%+600+66.7%Added–
NINisource Inc.COM6,267$252.8K<0.1%+2,135+51.7%AddedHistory
YUMYum Brands IncStock1,705$252.7K<0.1%+522+44.1%AddedHistory
VLTOVeralto CorpStock2,502$252.6K<0.1%+1,903+317.7%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF9,978$252.4K<0.1%+9,345+1,476.3%Added–
EWBCEast West Bancorp IncCOM2,494$251.9K<0.1%+1,842+282.5%AddedHistory
BIIBBiogen Inc.COM2,004$251.7K<0.1%+1,012+102.0%AddedHistory
EEni SpASPONSORED ADR7,707$249.8K<0.1%+5,709+285.7%AddedHistory
ROSTRoss Stores, Inc.COM1,956$249.5K<0.1%+771+65.1%AddedHistory
PRUPrudential Financial IncStock2,320$249.3K<0.1%+254+12.3%AddedHistory
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR20,998$249.0K<0.1%+20,998New–
COOPMaverick Merger Sub 2, LLCCOM1,668$248.9K<0.1%+82+5.2%AddedHistory
BBYBest Buy Co IncStock3,705$248.7K<0.1%+2,321+167.7%AddedHistory
EWEdwards Lifesciences CorpStock3,180$248.7K<0.1%+959+43.2%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM6,800$248.7K<0.1%−2,850−29.5%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR16,077$248.6K<0.1%+9,536+145.8%AddedHistory
FRFirst Industrial Realty Trust IncCOM5,160$248.3K<0.1%+4,642+896.1%AddedHistory
SKYChampion Homes, Inc.Stock3,961$248.0K<0.1%+129+3.4%AddedHistory
PEGAPegasystems IncCOM4,570$247.4K<0.1%+4,160+1,014.6%AddedHistory
LECOLincoln Electric Holdings IncCOM1,186$245.9K<0.1%+1,047+753.2%AddedHistory
SWSmurfit Westrock plcStock5,677$245.0K<0.1%+774+15.8%AddedHistory
CAGConagra Brands Inc.Stock11,963$244.9K<0.1%+2,073+21.0%AddedHistory
INGING Groep NVSPONSORED ADR11,193$244.8K<0.1%+5,243+88.1%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR17,187$244.7K<0.1%−94−0.5%ReducedHistory
RSReliance, Inc.COM778$244.2K<0.1%+277+55.3%AddedHistory
AWIArmstrong World Industries IncCOM1,500$243.7K<0.1%+1,200+400.0%AddedHistory
First Tr Exchange-Traded FD336917109SHS5,802$242.9K<0.1%+5,802New–
OSKOshkosh CorpCOM2,138$242.7K<0.1%+1,699+387.0%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,236$242.7K<0.1%−53−2.3%Reduced–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL6,999$242.7K<0.1%+6,999New–
TRMBTrimble Inc.COM3,176$241.3K<0.1%+352+12.5%AddedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C2,293$239.6K<0.1%+188+8.9%AddedHistory
WECWec Energy Group, Inc.Stock2,299$239.6K<0.1%+562+32.4%AddedHistory
NNNNNN REIT, Inc.REIT5,540$239.2K<0.1%+4,030+266.9%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,962$238.2K<0.1%+460+30.6%Added–
CBRECbre Group, Inc.CL A1,695$237.6K<0.1%+725+74.7%AddedHistory
RBB FD Inc74933W452F/M US TREASURY4,748$237.4K<0.1%+1,132+31.3%Added–
BCSBarclays PLCADR12,755$237.1K<0.1%+2,663+26.4%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$236.9K<0.1%00.0%Unchanged–
FCFSFirstCash Holdings, Inc.COM1,750$236.5K<0.1%+1,346+333.2%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF4,627$236.4K<0.1%+3,117+206.4%Added–
TRIThomson Reuters CorpCOM NO PAR1,173$235.9K<0.1%+559+91.0%AddedHistory
STXSeagate Technology Holdings plcORD SHS1,630$235.3K<0.1%+372+29.6%AddedHistory
DECKDeckers Outdoor CorpCOM2,280$235.0K<0.1%+288+14.5%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,694$234.4K<0.1%+5,220+29.9%AddedHistory
CNXCConcentrix CorpStock4,433$234.3K<0.1%+3,057+222.2%AddedHistory
AWKAmerican Water Works Company, Inc.Stock1,683$234.1K<0.1%+1,126+202.2%AddedHistory
BALLBALL CorpCOM4,143$232.4K<0.1%+2,720+191.1%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