Skip to main content
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
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2.64K<0.1%00.0%Unchanged–
VGVenture Global, Inc.COM CL A186$2.64K<0.1%+186NewHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2.64K<0.1%00.0%Unchanged–
Fidelity Covington Trust316092113ENHANCED LARGE71$2.65K<0.1%00.0%Unchanged–
ANGOAngiodynamics IncCOM237$2.65K<0.1%−134−36.1%ReducedHistory
AMPHAmphastar Pharmaceuticals, Inc.COM100$2.67K<0.1%−159−61.4%ReducedHistory
FATEFate Therapeutics IncCOM2,117$2.67K<0.1%+879+71.0%AddedHistory
ASANAsana, Inc.CL A201$2.69K<0.1%−196−49.4%ReducedHistory
First Trust Cloud Computing ETF33734X192ETF20$2.69K<0.1%00.0%Unchanged–
PRKSUnited Parks & Resorts Inc.COM52$2.69K<0.1%00.0%UnchangedHistory
DOMOHuckleberry.ai, Inc.Stock170$2.69K<0.1%−109−39.1%ReducedHistory
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2.70K<0.1%+163+58.8%AddedHistory
AUTLAutolus Therapeutics plcSPON ADS1,665$2.71K<0.1%+101+6.5%AddedHistory
XPERXperi Inc.COMMON STOCK419$2.71K<0.1%+294+235.2%AddedHistory
TVTXTravere Therapeutics, Inc.COM114$2.73K<0.1%+81+245.5%AddedHistory
SMRTSmartRent, Inc.COM CL A1,948$2.75K<0.1%−3,526−64.4%ReducedHistory
EVEXEve Holding, Inc.COM722$2.75K<0.1%−85−10.5%ReducedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS375$2.76K<0.1%−110−22.7%ReducedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.77K<0.1%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW321$2.78K<0.1%+21+7.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM67$2.79K<0.1%−36−35.0%ReducedHistory
TRTXTPG RE Finance Trust, Inc.COM327$2.80K<0.1%+65+24.8%AddedHistory
KRMNKarman Holdings Inc.COMMON STOCK39$2.82K<0.1%+39NewHistory
KODKEastman Kodak CoCOM NEW440$2.82K<0.1%+36+8.9%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM529$2.84K<0.1%+91+20.8%AddedHistory
AKROAkero Therapeutics, Inc.COM60$2.85K<0.1%−27−31.0%ReducedHistory
iShares Tr464287796U.S. ENERGY ETF60$2.86K<0.1%−19−24.1%Reduced–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2.88K<0.1%00.0%Unchanged–
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW228$2.88K<0.1%−102−30.9%ReducedHistory
NATRNatures Sunshine Products IncCOM186$2.89K<0.1%+95+104.4%AddedHistory
BFLYButterfly Network, Inc.COM CL A1,500$2.90K<0.1%+1,500NewHistory
QTWOQ2 Holdings, Inc.COM40$2.90K<0.1%−21−34.4%ReducedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.90K<0.1%00.0%Unchanged–
GLIBKLiberty Capital CorpSER C GCI GROUP78$2.91K<0.1%+78NewHistory
BHBiglari Holdings Inc.COM STK CL B9$2.91K<0.1%00.0%UnchangedHistory
SBGISinclair, Inc.CL A193$2.92K<0.1%−539−73.6%ReducedHistory
ANROAlto Neuroscience, Inc.COM SHS725$2.92K<0.1%+101+16.2%AddedHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS44$2.92K<0.1%+1+2.3%AddedHistory
ASLEAerSale CorpCOM359$2.94K<0.1%00.0%UnchangedHistory
MTWManitowoc Co IncCOM NEW294$2.94K<0.1%−286−49.3%ReducedHistory
ARHSArhaus, Inc.COM CL A277$2.94K<0.1%−12−4.2%ReducedHistory
AFYAAfya LtdCL A COM190$2.96K<0.1%−96−33.6%ReducedHistory
NMFCNew Mountain Finance CorpCOM308$2.97K<0.1%00.0%UnchangedHistory
IDTIdt CorpCL B NEW57$2.98K<0.1%+2+3.6%AddedHistory
CATXPerspective Therapeutics, Inc.COM NEW871$2.99K<0.1%00.0%UnchangedHistory
LRMRLarimar Therapeutics, Inc.COM925$2.99K<0.1%+191+26.0%AddedHistory
MGRMMonogram Technologies Inc.COM511$3.00K<0.1%00.0%UnchangedHistory
HRMYHarmony Biosciences Holdings, Inc.COM109$3.00K<0.1%−193−63.9%ReducedHistory
PIMCO ETF Tr72201R619PREFERRED AND CP58$3.00K<0.1%−59−50.4%Reduced–
MRUSMerus N.V.COM32$3.01K<0.1%−14−30.4%ReducedHistory
HNSTHonest Company, Inc.COM819$3.01K<0.1%−248−23.2%ReducedHistory
GHMGraham CorpCOM55$3.02K<0.1%00.0%UnchangedHistory
IMRXImmuneering CorpCLASS A COM432$3.02K<0.1%+87+25.2%AddedHistory
HOFTHooker Furnishings CorpCOM298$3.02K<0.1%−189−38.8%ReducedHistory
TTAMTitan America SAStock203$3.03K<0.1%+203NewHistory
ARRYArray Technologies, Inc.COM SHS373$3.04K<0.1%+194+108.4%AddedHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3.04K<0.1%00.0%Unchanged–
XOMAXOMA Royalty CorpCOM NEW79$3.04K<0.1%00.0%UnchangedHistory
OLPXOlaplex Holdings, Inc.COM2,326$3.05K<0.1%+1,369+143.1%AddedHistory
AIRIAir Industries GroupCOM NEW977$3.06K<0.1%+977NewHistory
HLLYHolley Inc.COM976$3.06K<0.1%−187−16.1%ReducedHistory
ALARAlarum Technologies Ltd.ADR205$3.07K<0.1%+13+6.8%AddedHistory
MGPIMGP Ingredients IncCOM127$3.07K<0.1%+29+29.6%AddedHistory
BKVBKV CorpCOM133$3.08K<0.1%00.0%UnchangedHistory
OTLYOatly Group ABSPONSORED ADS190$3.08K<0.1%+190NewHistory
SNBRQSleep Number CorpCOM439$3.08K<0.1%−63−12.5%ReducedHistory
FUBOFuboTV Inc.COM745$3.09K<0.1%+221+42.2%AddedHistory
iShares Inc464286400MSCI BRAZIL ETF100$3.10K<0.1%00.0%Unchanged–
ZIMVZimVie Inc.Stock164$3.11K<0.1%+144+720.0%AddedHistory
VLGEAVillage Super Market IncCL A NEW83$3.11K<0.1%−968−92.1%ReducedHistory
ZYMEZymeworks Inc.COM182$3.11K<0.1%+1+0.6%AddedHistory
First BK Williamstown New Je31931U102COM191$3.11K<0.1%+44+29.9%Added–
AIOTPowerfleet, Inc.COM596$3.12K<0.1%−24−3.9%ReducedHistory
CRTOCriteo S.A.SPONS ADS139$3.14K<0.1%−507−78.5%ReducedHistory
BXCBlueLinx Holdings Inc.COM NEW43$3.14K<0.1%+10+30.3%AddedHistory
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3.14K<0.1%00.0%Unchanged–
FVRRFiverr International Ltd.ORD SHS129$3.15K<0.1%+23+21.7%AddedHistory
AOUTAmerican Outdoor Brands, Inc.COM363$3.15K<0.1%+113+45.2%AddedHistory
LXULSB Industries, Inc.COM402$3.17K<0.1%+34+9.2%AddedHistory
CHRSCoherus Oncology, Inc.COM1,935$3.17K<0.1%−407−17.4%ReducedHistory
DHDefinitive Healthcare Corp.CLASS A COM783$3.18K<0.1%−75−8.7%ReducedHistory
CNMDCONMED CorpCOM68$3.20K<0.1%−153−69.2%ReducedHistory
LINDLindblad Expeditions Holdings, Inc.Stock250$3.20K<0.1%+19+8.2%AddedHistory
EVGOEVgo Inc.CL A COM679$3.21K<0.1%+9+1.3%AddedHistory
CCNECNB Financial CorpCOM133$3.22K<0.1%+33+33.0%AddedHistory
IFSIntercorp Financial Services Inc.SHS80$3.23K<0.1%+80NewHistory
BILLBILL Holdings, Inc.Stock61$3.23K<0.1%+8+15.1%AddedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF57$3.24K<0.1%−3−5.0%Reduced–
CORZCore Scientific, Inc.COM181$3.25K<0.1%+20+12.4%AddedHistory
Pgim ETF Tr69344A206ACTV HY BD ETF91$3.25K<0.1%−2−2.2%Reduced–
MASS908 Devices Inc.COM375$3.29K<0.1%+199+113.1%AddedHistory
SLDBSolid Biosciences Inc.COM533$3.29K<0.1%00.0%UnchangedHistory
YQ17 Education & Technology Group Inc.SPONSORED ADR769$3.29K<0.1%+82+11.9%AddedHistory
ProShares Tr74347R206PSHS ULTRA QQQ24$3.29K<0.1%00.0%Unchanged–
TURBTurbo Energy, S.A.SPON ADS611$3.29K<0.1%+611NewHistory
iShares Tr46435G334MSCI UK ETF NEW79$3.32K<0.1%00.0%Unchanged–
BSRRSierra BancorpCOM115$3.32K<0.1%+27+30.7%AddedHistory
RBBRBB BancorpCOM178$3.34K<0.1%+58+48.3%AddedHistory
CRONCronos Group Inc.COM1,204$3.35K<0.1%−86−6.7%ReducedHistory
SDGRSchrodinger, Inc.COM167$3.35K<0.1%−52−23.7%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