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
SEZLSezzle Inc.COM54$4.29K<0.1%+13+31.7%AddedHistory
CDNACareDx, Inc.COM297$4.32K<0.1%−222−42.8%ReducedHistory
CNNECannae Holdings, Inc.COM236$4.32K<0.1%+213+926.1%AddedHistory
ETNB89bio, Inc.COM294$4.32K<0.1%00.0%UnchangedHistory
BVBrightView Holdings, Inc.COM323$4.33K<0.1%−346−51.7%ReducedHistory
FOSLFossil Group, Inc.COM1,694$4.35K<0.1%00.0%UnchangedHistory
WNEBWestern New England Bancorp, Inc.COM365$4.38K<0.1%00.0%UnchangedHistory
TLSTelos CorpCOM642$4.39K<0.1%−46−6.7%ReducedHistory
HLMNHillman Solutions Corp.COM479$4.40K<0.1%−101−17.4%ReducedHistory
EVCMEverCommerce Inc.COM395$4.40K<0.1%−28−6.6%ReducedHistory
ALMSAlumis Inc.COM1,104$4.41K<0.1%+716+184.5%AddedHistory
IHRTiHeartMedia, Inc.COM CL A1,535$4.41K<0.1%+108+7.6%AddedHistory
INBKFirst Internet BancorpCOM197$4.42K<0.1%−1−0.5%ReducedHistory
FMNBFarmers National Banc CorpCOM307$4.42K<0.1%+45+17.2%AddedHistory
Aris Water Solutions, Inc.04041L106CLASS A COM180$4.44K<0.1%−98−35.3%Reduced–
ROADConstruction Partners, Inc.COM CL A35$4.45K<0.1%00.0%UnchangedHistory
KOSKosmos Energy Ltd.COM2,682$4.45K<0.1%−82−3.0%ReducedHistory
ASPNAspen Aerogels IncCOM641$4.46K<0.1%00.0%UnchangedHistory
SVCService Properties TrustCOM SH BEN INT1,646$4.46K<0.1%+352+27.2%AddedHistory
MCFTMasterCraft Boat Holdings, Inc.COM208$4.46K<0.1%−412−66.5%ReducedHistory
Occidental Pete Corp WT Exp 080327674599162Stock176$4.49K<0.1%00.0%Unchanged–
LNNLindsay CorpCOM32$4.50K<0.1%−40−55.6%ReducedHistory
SLMTBrera Holdings PLCCLASS B ORD150$4.50K<0.1%+150NewHistory
PAGSPagSeguro Digital Ltd.COM CL A452$4.52K<0.1%−249−35.5%ReducedHistory
GLOBGlobant S.A.COM79$4.53K<0.1%+21+36.2%AddedHistory
CXMSprinklr, Inc.CL A592$4.57K<0.1%−24−3.9%ReducedHistory
BBAIBigBear.ai Holdings, Inc.COM704$4.59K<0.1%+147+26.4%AddedHistory
SLQTSelectQuote, Inc.COM2,349$4.60K<0.1%−913−28.0%ReducedHistory
PANLPangaea Logistics Solutions Ltd.SHS910$4.62K<0.1%+116+14.6%AddedHistory
UPSTUpstart Holdings, Inc.COM91$4.62K<0.1%+27+42.2%AddedHistory
TDOCTeladoc Health, Inc.COM601$4.65K<0.1%+504+519.6%AddedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL52$4.65K<0.1%00.0%Unchanged–
TCPCBlackRock TCP Capital Corp.COM750$4.65K<0.1%00.0%UnchangedHistory
OSWOnespaworld Holdings LtdCOM220$4.65K<0.1%−295−57.3%ReducedHistory
Sandstorm Gold Ltd Com New80013R206Stock372$4.66K<0.1%+207+125.5%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4.68K<0.1%−246−83.1%Reduced–
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR200$4.69K<0.1%00.0%Unchanged–
SMASmartStop Self Storage REIT, Inc.COMMON STOCK125$4.71K<0.1%+125NewHistory
PLPCPreformed Line Products CoCOM24$4.71K<0.1%−2−7.7%ReducedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$4.71K<0.1%−1−1.4%Reduced–
PLUGPlug Power IncStock2,023$4.71K<0.1%−1,779−46.8%ReducedHistory
PRCHPorch Group, Inc.COM281$4.71K<0.1%+35+14.2%AddedHistory
SDSandridge Energy IncCOM NEW418$4.71K<0.1%+69+19.8%AddedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK130$4.72K<0.1%+1+0.8%Added–
VECOVeeco Instruments IncCOM155$4.72K<0.1%−26−14.4%ReducedHistory
TWSTTwist Bioscience CorpCOM168$4.73K<0.1%−241−58.9%ReducedHistory
SEMRSEMrush Holdings, Inc.CL A COM668$4.73K<0.1%+89+15.4%AddedHistory
IONRioneer LtdADS1,061$4.74K<0.1%+859+425.2%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM241$4.75K<0.1%−808−77.0%ReducedHistory
RDVTRed Violet, Inc.COM91$4.75K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.Stock200$4.76K<0.1%−214−51.6%ReducedConverted for a 1-for-10 splitHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS412$4.76K<0.1%−33−7.4%ReducedHistory
EZPWEzcorp IncCL A NON VTG250$4.76K<0.1%−5−2.0%ReducedHistory
Global X Uranium ETF37954Y871ETF100$4.77K<0.1%00.0%Unchanged–
IRMDIradimed CorpCOM67$4.77K<0.1%−10−13.0%ReducedHistory
GNEGenie Energy Ltd.CL B319$4.77K<0.1%−551−63.3%ReducedHistory
MITKMitek Systems IncCOM NEW489$4.78K<0.1%+217+79.8%AddedHistory
BJRIBJs RESTAURANTS INCCOM158$4.82K<0.1%−26−14.1%ReducedHistory
UMHUmh Properties, Inc.COM325$4.83K<0.1%−171−34.5%ReducedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4.84K<0.1%00.0%Unchanged–
DINDine Brands Global, Inc.COM196$4.84K<0.1%−223−53.2%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP112$4.85K<0.1%+112New–
LXEOLexeo Therapeutics, Inc.COM731$4.85K<0.1%+74+11.3%AddedHistory
FLGTFulgent Genetics, Inc.COM215$4.86K<0.1%−5−2.3%ReducedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A NEW334$4.87K<0.1%+4+1.2%AddedHistory
HVTHaverty Furniture Companies IncCOM223$4.89K<0.1%−2−0.9%ReducedHistory
CTRICenturi Holdings, Inc.COM SHS232$4.91K<0.1%−23−9.0%ReducedHistory
SKINSkinHealth Systems Inc.COM CL A2,476$4.93K<0.1%+204+9.0%AddedHistory
SMTCSemtech CorpStock69$4.93K<0.1%+2+3.0%AddedHistory
IRONDisc Medicine, Inc.COM75$4.96K<0.1%+3+4.2%AddedHistory
SEDGSolaredge Technologies, Inc.COM134$4.96K<0.1%+30+28.8%AddedHistory
PSECProspect Capital CorpCOM1,809$4.97K<0.1%+1,692+1,446.2%AddedHistory
ENICEnel Chile S.A.SPONSORED ADR1,283$4.99K<0.1%−2,309−64.3%ReducedHistory
QUADQuad/Graphics, Inc.COM CL A799$5.00K<0.1%−22−2.7%ReducedHistory
AMNAmn Healthcare Services IncCOM259$5.01K<0.1%−274−51.4%ReducedHistory
EWCZEuropean Wax Center, Inc.CLASS A COM1,259$5.02K<0.1%+9+0.7%AddedHistory
GOGOGogo Inc.COM585$5.03K<0.1%00.0%UnchangedHistory
AVDAmerican Vanguard CorpCOM876$5.03K<0.1%−188−17.7%ReducedHistory
LFSTLifeStance Health Group, Inc.COM915$5.03K<0.1%+727+386.7%AddedHistory
ATNIATN International, Inc.COM338$5.06K<0.1%−279−45.2%ReducedHistory
ELVRElevra Lithium LtdSPONSORED ADS212$5.09K<0.1%+212NewHistory
UPBDUpbound Group, Inc.COM216$5.10K<0.1%−523−70.8%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN300$5.12K<0.1%−1,350−81.8%ReducedHistory
PDFSPDF Solutions IncCOM199$5.14K<0.1%−26−11.6%ReducedHistory
EBSEmergent BioSolutions Inc.COM583$5.14K<0.1%+383+191.5%AddedHistory
IIPRInnovative Industrial Properties IncCOM96$5.14K<0.1%−11−10.3%ReducedHistory
ADTNADTRAN Holdings, Inc.COM552$5.18K<0.1%+45+8.9%AddedHistory
VERXVertex, Inc.Stock210$5.21K<0.1%−45−17.6%ReducedHistory
ERASErasca, Inc.COM2,390$5.21K<0.1%−52−2.1%ReducedHistory
VIOTViomi Technology Co., LtdSPONSORED ADS1,576$5.26K<0.1%+9+0.6%AddedHistory
iShares Inc464286533MSCI EMERG MRKT83$5.33K<0.1%−1−1.2%Reduced–
FOURShift4 Payments, Inc.CL A69$5.34K<0.1%−1−1.4%ReducedHistory
AVDXAvidXchange Holdings, Inc.COM537$5.34K<0.1%+14+2.7%AddedHistory
CERTCertara, Inc.COM438$5.35K<0.1%+78+21.7%AddedHistory
LQDTLiquidity Services IncCOM196$5.38K<0.1%+38+24.1%AddedHistory
RMAXRE/MAX Holdings, Inc.CL A571$5.38K<0.1%+290+103.2%AddedHistory
PCB Bancorp Com740163100Common Stock257$5.40K<0.1%+66+34.6%Added–
MNKDMannkind CorpCOM NEW1,007$5.41K<0.1%+1,007NewHistory
VTLEVital Energy, Inc.COM324$5.47K<0.1%−198−37.9%ReducedHistory
AMRCAmeresco, Inc.CL A163$5.47K<0.1%00.0%UnchangedHistory

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