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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
DDDuPont de Nemours, Inc.COM3,379$231.8K<0.1%+1,193+54.6%AddedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$229.9K<0.1%00.0%Unchanged–
NUENucor CorpCOM1,774$229.8K<0.1%+1,243+234.1%AddedHistory
CNPCenterpoint Energy IncCOM6,217$228.4K<0.1%−1,171−15.9%ReducedHistory
TYLTyler Technologies IncCOM384$227.7K<0.1%+38+11.0%AddedHistory
ARCCAres Capital CorpCEF10,308$226.4K<0.1%+286+2.9%AddedHistory
LULUlululemon athletica inc.Stock950$225.7K<0.1%+165+21.0%AddedHistory
EXEExpand Energy CorpCOM1,922$224.8K<0.1%+993+106.9%AddedHistory
CWCurtiss Wright CorpStock460$224.7K<0.1%+411+838.8%AddedHistory
NBIXNeurocrine Biosciences IncStock1,786$224.5K<0.1%+1,441+417.7%AddedHistory
RLRalph Lauren CorpCL A813$223.0K<0.1%+512+170.1%AddedHistory
IRIngersoll Rand Inc.COM2,678$222.8K<0.1%+714+36.4%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM421$220.8K<0.1%−122−22.5%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$219.4K<0.1%00.0%Unchanged–
Kraneshares Trust500767306CSI CHI INTERNET6,361$218.4K<0.1%+1,256+24.6%Added–
SAICScience Applications International CorpCOM1,936$218.0K<0.1%+1,306+207.3%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,001$217.6K<0.1%−611−37.9%Reduced–
ELSEquity Lifestyle Properties IncCOM3,509$216.4K<0.1%+2,390+213.6%AddedHistory
PATHUiPath, Inc.Stock16,836$215.5K<0.1%+14,330+571.8%AddedHistory
THCTenet Healthcare CorpCOM NEW1,220$214.7K<0.1%+850+229.7%AddedHistory
TWLOTwilio IncCL A1,723$214.3K<0.1%−25−1.4%ReducedHistory
ESEversource EnergyStock3,365$214.1K<0.1%−450−11.8%ReducedHistory
ATOAtmos Energy CorpCOM1,386$213.7K<0.1%+590+74.1%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,449$213.7K<0.1%−17−1.2%Reduced–
PWRQuanta Services, Inc.COM565$213.6K<0.1%−636−53.0%ReducedHistory
SITESiteOne Landscape Supply, Inc.COM1,761$213.0K<0.1%−76−4.1%ReducedHistory
UTHRUnited Therapeutics CorpCOM740$212.6K<0.1%+541+271.9%AddedHistory
FMCFMC CorpCOM NEW5,076$211.9K<0.1%+3,391+201.2%AddedHistory
CHDNChurchill Downs IncCOM2,089$211.0K<0.1%+2,085+52,125.0%AddedHistory
FLSFlowserve CorpCOM4,024$210.7K<0.1%+3,506+676.8%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,132$210.2K<0.1%−105−2.5%Reduced–
FFord Motor CoStock19,324$209.7K<0.1%+3,331+20.8%AddedHistory
OHIOmega Healthcare Investors IncCOM5,715$209.5K<0.1%+3,681+181.0%AddedHistory
DUOLDuolingo, Inc.CL A COM509$208.7K<0.1%+378+288.5%AddedHistory
CINFCincinnati Financial CorpCOM1,401$208.6K<0.1%+850+154.3%AddedHistory
SCIService Corp InternationalCOM2,561$208.5K<0.1%+1,936+309.8%AddedHistory
LDOSLeidos Holdings, Inc.COM1,321$208.4K<0.1%−997−43.0%ReducedHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI12,070$208.3K<0.1%+1,890+18.6%Added–
ZBHZimmer Biomet Holdings, Inc.Stock2,283$208.2K<0.1%+1,079+89.6%AddedHistory
PPGPPG Industries IncStock1,829$208.1K<0.1%−4,384−70.6%ReducedHistory
ESIElement Solutions IncCOM9,146$207.2K<0.1%+1,320+16.9%AddedHistory
MCHPMicrochip Technology IncStock2,941$206.9K<0.1%+216+7.9%AddedHistory
RIORio Tinto PLCADR3,541$206.6K<0.1%+721+25.6%AddedHistory
VTRVentas, Inc.REIT3,255$205.6K<0.1%+638+24.4%AddedHistory
GVAGranite Construction IncCOM2,198$205.5K<0.1%+414+23.2%AddedHistory
FFIVF5, Inc.Stock694$204.3K<0.1%+354+104.1%AddedHistory
BKHBlack Hills CorpCOM3,642$204.3K<0.1%+762+26.5%AddedHistory
IVZInvesco Ltd.Stock12,946$204.2K<0.1%+8,346+181.4%AddedHistory
GNRCGenerac Holdings Inc.Stock1,424$203.9K<0.1%+436+44.1%AddedHistory
GDDYGoDaddy Inc.CL A1,130$203.5K<0.1%+864+324.8%AddedHistory
ONOn Semiconductor CorpStock3,871$202.9K<0.1%−326−7.8%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,026$202.4K<0.1%+58+1.0%Added–
INVHInvitation Homes Inc.COM6,167$202.3K<0.1%+4,925+396.5%AddedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$202.1K<0.1%00.0%Unchanged–
DBDeutsche Bank AktiengesellschaftNAMEN AKT6,903$202.1K<0.1%+2,598+60.3%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock830$201.8K<0.1%+74+9.8%AddedHistory
MELIMercadolibre IncCOM77$201.3K<0.1%00.0%UnchangedHistory
KVUEKenvue Inc.Stock9,576$200.4K<0.1%+2,321+32.0%AddedHistory
FNFFidelity National Financial, Inc.COM SHS3,567$200.0K<0.1%+2,044+134.2%AddedHistory
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$199.0K<0.1%+2,382+98.5%Added–
DVADavita Inc.COM1,393$198.4K<0.1%−537−27.8%ReducedHistory
HPQHP IncStock8,090$197.9K<0.1%+330+4.3%AddedHistory
CBOECboe Global Markets, Inc.COM848$197.8K<0.1%+321+60.9%AddedHistory
PSOPearson PLCSPONSORED ADR13,197$197.0K<0.1%+6,012+83.7%AddedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT2,536$196.5K<0.1%+73+3.0%Added–
IMOImperial Oil LtdCOM NEW2,472$196.5K<0.1%+206+9.1%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,525$195.2K<0.1%−161−6.0%Reduced–
CPACopa Holdings, S.A.CL A1,775$195.2K<0.1%+526+42.1%AddedHistory
FSKFS KKR Capital CorpCOM9,399$195.0K<0.1%+10.0%AddedHistory
CHHChoice Hotels International IncCOM1,537$195.0K<0.1%−2,691−63.6%ReducedHistory
GWREGuidewire Software, Inc.COM828$195.0K<0.1%+396+91.7%AddedHistory
RGAReinsurance Group of America IncCOM NEW982$194.8K<0.1%+802+445.6%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,775$194.6K<0.1%−84−4.5%Reduced–
VRNAVerona Pharma plcSPONSORED ADS2,056$194.5K<0.1%−230−10.1%ReducedHistory
KMPRKEMPER CorpCOM3,001$193.7K<0.1%+2,109+236.4%AddedHistory
HEIHeico CorpCOM590$193.5K<0.1%+262+79.9%AddedHistory
RMDResmed IncCOM750$193.5K<0.1%+186+33.0%AddedHistory
DLBDolby Laboratories, Inc.COM CL A2,598$192.9K<0.1%+1,902+273.3%AddedHistory
HUBBHubbell IncCOM468$191.2K<0.1%+111+31.1%AddedHistory
CTVACorteva, Inc.Stock2,559$190.7K<0.1%+980+62.1%AddedHistory
NSPInsperity, Inc.COM3,162$190.1K<0.1%+694+28.1%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A2,738$189.3K<0.1%+427+18.5%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,202$185.9K<0.1%−11−0.3%Reduced–
WBSWebster Financial CorpCOM3,398$185.5K<0.1%+2,284+205.0%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM1,881$185.4K<0.1%−1,858−49.7%Reduced–
iShares Core S&P U.S. Growth ETF464287671ETF1,232$185.3K<0.1%−29−2.3%Reduced–
Global X FDS37954Y368S&P EX US ETF5,393$185.2K<0.1%+3,411+172.1%Added–
BWABorgwarner IncCOM5,531$185.2K<0.1%+4,426+400.5%AddedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY7,866$184.9K<0.1%+1,689+27.3%Added–
GEHCGE HealthCare Technologies Inc.Stock2,493$184.6K<0.1%−131−5.0%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock1,582$184.6K<0.1%+1,017+180.0%AddedHistory
LUVSouthwest Airlines CoCOM5,690$184.6K<0.1%+2,408+73.4%AddedHistory
PEverpure, Inc.CL A3,203$184.4K<0.1%+2,316+261.1%AddedHistory
IEXIdex CorpCOM1,043$183.1K<0.1%+304+41.1%AddedHistory
ADTADT Inc.COM21,483$182.0K<0.1%+16,646+344.1%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,228$181.9K<0.1%−383−14.7%Reduced–
Timothy Plan887432284US LARGE MID CP6,792$181.8K<0.1%−642−8.6%Reduced–
RJFRaymond James Financial IncCOM1,184$181.6K<0.1%+685+137.3%AddedHistory
BHPBHP Group LtdADR3,774$181.5K<0.1%+2,395+173.7%AddedHistory
PFGPrincipal Financial Group IncCOM2,278$180.9K<0.1%+1,117+96.2%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