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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,319
+78 vs. Q2 2025
Portfolio value
$2.53B
+$313.9M (+14.2%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
HCWCHost Digital Inc.CL A1$1<0.1%00.0%UnchangedHistory
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%UnchangedHistory
NOVASunnova Energy International Inc.COM1,822$1<0.1%00.0%UnchangedHistory
WKHSWorkhorse Group Inc.COM NEW1$1<0.1%00.0%UnchangedHistory
ATOSAtossa Therapeutics, Inc.COM2$2<0.1%−219−99.1%ReducedHistory
CIRCCIRCLE8 Group IncCOM1$3<0.1%+1NewHistory
RILYBRC Group Holdings, Inc.COM1$3<0.1%−23−95.8%ReducedHistory
REAXReal REMAX Group Inc.COM NEW1$4<0.1%−17−94.4%ReducedHistory
Xinyuan Real Estate Co Ltd98417P105SPONS ADR2$4<0.1%00.0%Unchanged–
LNAILunai Bioworks Inc.COM5$7<0.1%−41−89.1%ReducedConverted for a 1-for-10 splitHistory
OECOrion S.A.COM1$8<0.1%−556−99.8%ReducedHistory
CPSSConsumer Portfolio Services, Inc.COM1$8<0.1%+1NewHistory
ELAEnvela CorpCOM1$8<0.1%+1NewHistory
TLYSTilly's, Inc.CL A4$8<0.1%−25−86.2%ReducedHistory
GRSDGRANDSTAND LtdORDINARY SHARES1$8<0.1%+1NewHistory
CRESYCresud IncSPONSORED ADR1$9<0.1%+1NewHistory
JBIOJade Biosciences, Inc.COM NEW1$9<0.1%−6−85.7%ReducedHistory
TUSKMammoth Energy Services, Inc.COM4$9<0.1%00.0%UnchangedHistory
RELLRichardson Electronics, Ltd.COM1$10<0.1%+1NewHistory
JFINJiayin Group Inc.SPONSORED ADS1$10<0.1%+1NewHistory
ILAGIntelligent Living Application Group Inc.ORD SHS15$10<0.1%00.0%UnchangedHistory
ILLRTriller Group Inc.COMMON STOCK12$10<0.1%+12NewHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$11<0.1%−284−100.0%Reduced–
CBLLCeribell, Inc.COM1$11<0.1%−8−88.9%ReducedHistory
DLHCDLH Holdings Corp.COM2$11<0.1%−9−81.8%ReducedHistory
RBKBRhinebeck Bancorp, Inc.COM1$11<0.1%+1NewHistory
TBITrueBlue, Inc.COM2$12<0.1%−17−89.5%ReducedHistory
CSPICSP IncCOM1$12<0.1%+1NewHistory
MAGNMagnera CorpCOM SHS1$12<0.1%−6−85.7%ReducedHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR100$13<0.1%+100NewHistory
IPSCCentury Therapeutics, Inc.COM28$14<0.1%−427−93.8%ReducedHistory
SMXTSolarMax Technology, Inc.COM SHS13$14<0.1%−99−88.4%ReducedHistory
CANCanaan Inc.SPONSORED ADS17$15<0.1%00.0%UnchangedHistory
BBDOBank BradescoSPONSORED ADR5$15<0.1%−3,625−99.9%ReducedHistory
PMTSCPI Card Group Inc.COM NEW1$15<0.1%−24−96.0%ReducedHistory
XTIAXTI Aerospace, Inc.COM NEW10$15<0.1%+10NewHistory
ASURAsure Software IncCOM2$16<0.1%−692−99.7%ReducedHistory
WHGWestwood Holdings Group IncCOM1$16<0.1%+1NewHistory
MLPMaui Land & Pineapple Co IncCOM1$19<0.1%−2−66.7%ReducedHistory
CXDOCrexendo, Inc.COM3$20<0.1%+3NewHistory
KLCKinderCare Learning Companies, Inc.COM3$20<0.1%−180−98.4%ReducedHistory
VGASVerde Clean Fuels, Inc.CLASS A COM7$21<0.1%+7NewHistory
OPFIOppFi Inc.COM CL A2$23<0.1%00.0%UnchangedHistory
MOGUMOGU Inc.SPON ADS7$24<0.1%+7NewHistory
FBLGFibroBiologics, Inc.COM SHS52$28<0.1%−70−57.4%ReducedHistory
TTECTTEC Holdings, Inc.COM9$30<0.1%+9NewHistory
TTSHTile Shop Holdings, Inc.COM5$30<0.1%00.0%UnchangedHistory
CMCMCheetah Mobile Inc.ADR4$32<0.1%+4NewHistory
PPBTPurple Biotech Ltd.SPONSORED ADS56$32<0.1%+40+250.0%AddedHistory
MBAIMBody AI Ltd.SHS15$32<0.1%00.0%UnchangedHistory
ULYXUrgent.ly Inc.COM10$32<0.1%00.0%UnchangedHistory
PDEXPro Dex IncCOM NEW1$34<0.1%+1NewHistory
UXINUxin LtdSPONSORED ADS11$38<0.1%+11NewHistory
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q1$39<0.1%−254−99.6%Reduced–
PNBKPatriot National Bancorp IncCOM NEW30$39<0.1%+30NewHistory
HFFGHF Foods Group Inc.COM15$41<0.1%−11−42.3%ReducedHistory
STRSStratus Properties IncCOM NEW2$42<0.1%00.0%UnchangedHistory
TWOAtwoCOM CL A9$42<0.1%+9NewHistory
CANFCan-Fite BioPharma Ltd.SPONSORED ADR68$42<0.1%+68NewHistory
AKTXAkari Therapeutics PlcSPONSORED ADR44$44<0.1%−4,333−99.0%ReducedHistory
SEI Exchange Traded Funds81589A205QIM US LARGE CAP1$45<0.1%−521−99.8%Reduced–
FXNCFirst National CorpCOM2$45<0.1%+2NewHistory
PRPLPurple Innovation, Inc.COM48$45<0.1%−230−82.7%ReducedHistory
XBITXBiotech Inc.COM17$45<0.1%−14−45.2%ReducedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS6$46<0.1%+6NewHistory
IMMPIMMUTEP LtdSPONSORED ADS26$46<0.1%+26NewHistory
BSETBassett Furniture Industries IncCOM3$47<0.1%+3NewHistory
HQIHireQuest, Inc.COM5$48<0.1%+3+150.0%AddedHistory
HTZWWHertz Global Holdings, IncCommon Stock13$48<0.1%00.0%UnchangedHistory
GERNGeron CorpCOM36$49<0.1%−1,579−97.8%ReducedHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1$51<0.1%00.0%Unchanged–
ICHRIchor Holdings, Ltd.SHS3$53<0.1%−141−97.9%ReducedHistory
CIACitizens, Inc.CL A10$53<0.1%+10NewHistory
LFTLument Finance Trust, Inc.COM26$53<0.1%+26NewHistory
VRMVroom, Inc.COM NEW2$54<0.1%+2NewHistory
MPTIM-tron Industries, Inc.COM1$55<0.1%+1NewHistory
CRBUCaribou Biosciences, Inc.COM24$56<0.1%−525−95.6%ReducedHistory
HCKTHackett Group, Inc.COM3$57<0.1%−11−78.6%ReducedHistory
WOLFWolfspeed, Inc.COMMON STOCK2$57<0.1%+2NewHistory
LVWRLiveWire Group, Inc.COM12$57<0.1%00.0%UnchangedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD8$57<0.1%+8NewHistory
TEADTeads Holding Co.COM36$59<0.1%−383−91.4%ReducedHistory
SRBKSR Bancorp, Inc.COM4$60<0.1%+4NewHistory
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL2$60<0.1%+2New–
MAXNQMaxeon Solar Technologies, Ltd.Stock18$60<0.1%00.0%UnchangedHistory
GUTSFractyl Health, Inc.COM39$62<0.1%−246−86.3%ReducedHistory
MNSBMainStreet Bancshares, Inc.COM3$62<0.1%+3NewHistory
TLRYTilray Brands, Inc.COM CL 236$62<0.1%+36NewHistory
MRXMarex Group LtdORD2$67<0.1%+2NewHistory
ARLAmerican Realty Investors IncCOM4$67<0.1%−1−20.0%ReducedHistory
JYNTJOINT CorpCOM7$67<0.1%−12−63.2%ReducedHistory
ZVRAZevra Therapeutics, Inc.COM NEW7$67<0.1%−3−30.0%ReducedHistory
BTDRBitdeer Technologies GroupCL A ORD SHS4$68<0.1%+4NewHistory
HOWLWerewolf Therapeutics, Inc.COM35$69<0.1%−132−79.0%ReducedHistory
SUPVGrupo Supervielle S.A.SPONSORED ADR14$69<0.1%+14NewHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1$70<0.1%00.0%Unchanged–
LPSNLiveperson IncCOM127$74<0.1%+127NewHistory
Victory Portfolios II92647N782VCSHS US 500 ENH1$77<0.1%00.0%Unchanged–
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$77<0.1%+1New–
TALKTalkspace, Inc.COM28$77<0.1%−81−74.3%ReducedHistory

Options (3)

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 Q3 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$2.13M–
Amazon Com Inc CLL Opt7746619XRStock–$65.9K
Alphabet Inc Cap STK6951179OIStock–$48.6K

Sold out since Q2 2025 (194)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 194 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$2.99M0.1%History
iShares Tr46436E619ESG ADVAN ETF7,363$320.7K<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$297.7K<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$280.7K<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$273.8K<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$270.9K<0.1%History
HESHess CorpStock1,874$259.7K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$252.9K<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$199.0K<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$169.5K<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$147.4K<0.1%–
JNPRJuniper Networks IncCOM3,649$145.7K<0.1%History
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$142.9K<0.1%–
ANSSAnsys IncCOM380$133.5K<0.1%History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$103.4K<0.1%–
SPTNSpartanNash CoCOM3,685$97.6K<0.1%History
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$93.8K<0.1%–
SKXSkechers USA IncCL A1,360$85.8K<0.1%History
ESGREnstar Group LTDSHS225$75.7K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM5,623$64.6K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$62.6K<0.1%History
CHXChampionX CorpCOM2,317$57.6K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM6,037$54.9K<0.1%History
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$47.4K<0.1%–
AMEDAmedisys IncCOM475$46.7K<0.1%History
ProShares Tr74347R776ULTRA MATERIALS1,850$43.9K<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$42.8K<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$42.0K<0.1%–
BPMCBlueprint Medicines CorpCOM315$40.4K<0.1%History
PPBIPacific Premier Bancorp IncCOM1,903$40.1K<0.1%History
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$39.2K<0.1%–
SNNRFSunrise Communications AGADS CL A587$33.2K<0.1%History
BRKLBrookline Bancorp IncCOM3,130$33.0K<0.1%History
SMLRSemler Scientific, Inc.COM750$29.1K<0.1%History
Global X FDS37954Y673US INFR DEV ETF659$28.7K<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$27.5K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$27.3K<0.1%–
GMSGMS Inc.COM245$26.6K<0.1%History
AZEKAZEK Co Inc.CL A490$26.6K<0.1%History
SAGESage Therapeutics, Inc.COM2,782$25.4K<0.1%History
FLFoot Locker, Inc.COM995$24.4K<0.1%History
BASECouchbase, Inc.COM980$23.9K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX338$18.2K<0.1%–
VPGVishay Precision Group, Inc.COM540$15.2K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW2,113$14.6K<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$13.6K<0.1%–
RCReady Capital CorpCOM3,028$13.2K<0.1%History
BOCBoston Omaha CorpStock929$13.0K<0.1%History
TGITriumph Group IncCOM494$12.7K<0.1%History
Paramount Global92556H107CL A526$12.1K<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$11.7K<0.1%History
Goldman Sachs ETF Tr38149W788CMN301$11.4K<0.1%–
EBTCEnterprise Bancorp IncCOM286$11.3K<0.1%History
STRSitio Royalties Corp.CLASS A COM602$11.1K<0.1%History
RDFNRedfin CorpCOM983$11.0K<0.1%History
American Centy ETF Tr025072174AVANTIS ALL INT149$9.73K<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9.41K<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.40K<0.1%History
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9.08K<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8.20K<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7.87K<0.1%–
UNITUniti Group Inc.COM1,791$7.74K<0.1%History
Blueprint Chesapk MLT88636J873TFPN335$7.69K<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7.43K<0.1%–
RDUSRadius Recycling, Inc.CL A245$7.28K<0.1%History
MCIBarings Corporate InvestorsCOM328$7.10K<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM150$7.05K<0.1%History
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6.77K<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6.51K<0.1%–
NVEENV5 Global, Inc.COM282$6.51K<0.1%History
ITOSiTeos Therapeutics, Inc.COM636$6.34K<0.1%History
EPACEnerpac Tool Group CorpCL A COM154$6.25K<0.1%History
KLGWK Kellogg CoCOM389$6.20K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM1,265$5.71K<0.1%History
Paramount Global92556H206CL B441$5.70K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5.59K<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5.43K<0.1%–
VCELVericel CorpCOM112$4.77K<0.1%History
EVRIEveri Holdings Inc.COM329$4.69K<0.1%History
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.57K<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.54K<0.1%–
SHYFShyft Group, Inc.COM356$4.46K<0.1%History
CKXCKX Lands, Inc.COM400$4.28K<0.1%History
CRGXCARGO Therapeutics, Inc.COM862$3.55K<0.1%History
INMDInMode Ltd.SHS234$3.38K<0.1%History
GNTAGenenta Science S.p.A.SPONSORED ADS982$2.99K<0.1%History
PLLPiedmont Lithium Inc.Stock483$2.81K<0.1%History
ETWOE2open Parent Holdings, Inc.COM CL A865$2.79K<0.1%History
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2.72K<0.1%History
Tidal Trust II88636J204RET STCKD GL STK84$2.20K<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2.06K<0.1%–
OLOOlo Inc.CL A213$1.90K<0.1%History
BNTCBenitec Biopharma Inc.COM NEW148$1.73K<0.1%History
HLVXHilleVax, Inc.COM836$1.66K<0.1%History
SPDR Series Trust78468R804ST STR R1K LOWV9$1.57K<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1.47K<0.1%History
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.40K<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1.34K<0.1%History
EOLSEvolus, Inc.COM145$1.33K<0.1%History
FAROFaro Technologies IncCOM30$1.32K<0.1%History