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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
BKDBrookdale Senior Living Inc.COM647$5.48K<0.1%+337+108.7%AddedHistory
TNETTrinet Group, Inc.COM82$5.49K<0.1%+2+2.5%AddedHistory
CXWCoreCivic, Inc.COM270$5.50K<0.1%−8−2.9%ReducedHistory
HELEHelen of Troy LtdStock219$5.52K<0.1%−166−43.1%ReducedHistory
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5.52K<0.1%+100New–
iShares Inc464286749MSCI SWITZERLAND100$5.52K<0.1%00.0%Unchanged–
AURAurora Innovation, Inc.CLASS A COM1,026$5.53K<0.1%+103+11.2%AddedHistory
VSHVishay Intertechnology IncCOM362$5.54K<0.1%+200+123.5%AddedHistory
ETHWBitwise Ethereum ETFSHS186$5.55K<0.1%+186NewHistory
RALRalliant CorpStock127$5.55K<0.1%−615−82.9%ReducedHistory
SPFISouth Plains Financial, Inc.COM144$5.57K<0.1%−154−51.7%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5.57K<0.1%00.0%Unchanged–
ANIPAni Pharmaceuticals IncCOM61$5.59K<0.1%+3+5.2%AddedHistory
ADVAdvantage Solutions Inc.COM CL A3,654$5.59K<0.1%−1,501−29.1%ReducedHistory
RGPResources Connection, Inc.COM1,109$5.60K<0.1%−2,002−64.4%ReducedHistory
KALVKalVista Pharmaceuticals, Inc.COM461$5.62K<0.1%+12+2.7%AddedHistory
HPKHighPeak Energy, Inc.COM795$5.62K<0.1%−1,486−65.1%ReducedHistory
HOVHovnanian Enterprises IncCL A NEW44$5.65K<0.1%−3−6.4%ReducedHistory
FRHCFreedom Holding Corp.COM33$5.68K<0.1%+10+43.5%AddedHistory
ECVTEcovyst Inc.COM649$5.69K<0.1%+191+41.7%AddedHistory
APLDApplied Digital Corp.COM NEW248$5.69K<0.1%+49+24.6%AddedHistory
FIGSFIGS, Inc.CL A854$5.71K<0.1%+354+70.8%AddedHistory
APEIAmerican Public Education IncStock145$5.72K<0.1%+51+54.3%AddedHistory
iShares Tr4642874571 3 YR TREAS BD69$5.72K<0.1%−69−50.0%Reduced–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5.74K<0.1%00.0%Unchanged–
HRZNHorizon Technology Finance CorpCOM943$5.75K<0.1%+282+42.7%AddedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100161$5.76K<0.1%00.0%Unchanged–
MLYSMineralys Therapeutics, Inc.COM152$5.76K<0.1%−205−57.4%ReducedHistory
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5.77K<0.1%00.0%Unchanged–
USACUSA Compression Partners, LPCOMUNIT LTDPAR242$5.82K<0.1%−233−49.1%ReducedHistory
VNDAVanda Pharmaceuticals Inc.COM1,166$5.82K<0.1%+1,056+960.0%AddedHistory
BCAXBicara Therapeutics Inc.COM369$5.83K<0.1%+291+373.1%AddedHistory
UPBUpstream Bio, Inc.COM310$5.83K<0.1%+1+0.3%AddedHistory
OFLXOmega Flex, Inc.COM187$5.83K<0.1%+110+142.9%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP125$5.87K<0.1%00.0%Unchanged–
LZBLa-Z-Boy IncCOM171$5.87K<0.1%−730−81.0%ReducedHistory
ALGTAllegiant Travel COCOM97$5.89K<0.1%00.0%UnchangedHistory
AIRSAirsculpt Technologies, Inc.COM736$5.90K<0.1%00.0%UnchangedHistory
Curevac N VN2451R105COM1,095$5.90K<0.1%00.0%Unchanged–
CGEMCullinan Therapeutics, Inc.COM996$5.91K<0.1%+645+183.8%AddedHistory
TIPTTiptree Inc.COM309$5.92K<0.1%−113−26.8%ReducedHistory
RCUSArcus Biosciences, Inc.COM437$5.94K<0.1%+133+43.8%AddedHistory
KNTKKinetik Holdings Inc.COM NEW CL A139$5.95K<0.1%−96−40.9%ReducedHistory
ZLABZai Lab LtdADR176$5.96K<0.1%+14+8.6%AddedHistory
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5.99K<0.1%00.0%Unchanged–
BLBlackline, Inc.COM113$6.00K<0.1%−115−50.4%ReducedHistory
WTTRSelect Water Solutions, Inc.CL A COM567$6.06K<0.1%+352+163.7%AddedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC238$6.07K<0.1%00.0%Unchanged–
HTGCHercules Capital, Inc.COM322$6.08K<0.1%00.0%UnchangedHistory
WYHGWing Yip Food Holdings Group LtdADS4,723$6.09K<0.1%+4,399+1,357.7%AddedHistory
Avidity Biosciences, Inc.05370A108COM140$6.10K<0.1%+6+4.5%Added–
AHCOAdaptHealth Corp.COMMON STOCK682$6.10K<0.1%−211−23.6%ReducedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS982$6.11K<0.1%00.0%UnchangedHistory
BNTXBioNTech SESPONSORED ADS62$6.12K<0.1%+5+8.8%AddedHistory
CCChemours CoStock387$6.13K<0.1%+199+105.9%AddedHistory
VSXYVictoria's Secret & Co.COMMON STOCK226$6.13K<0.1%−186−45.1%ReducedHistory
GPRKGeoPark LtdUSD SHS964$6.14K<0.1%−10−1.0%ReducedHistory
CWANClearwater Analytics Holdings, Inc.CL A341$6.14K<0.1%+211+162.3%AddedHistory
LZMLifezone Metals LtdORD SHS1,124$6.16K<0.1%+589+110.1%AddedHistory
LILAKLiberty Latin America Ltd.COM CL C730$6.16K<0.1%−1,246−63.1%ReducedHistory
RVMDRevolution Medicines, Inc.COM132$6.17K<0.1%+95+256.8%AddedHistory
RXORXO, Inc.COMMON STOCK401$6.17K<0.1%+154+62.3%AddedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6.17K<0.1%00.0%UnchangedHistory
SESSES AI CorpCL A COM3,703$6.18K<0.1%−2,732−42.5%ReducedHistory
CTKBCytek Biosciences, Inc.COM1,785$6.19K<0.1%+5+0.3%AddedHistory
MCBSMetroCity Bankshares, Inc.COM224$6.20K<0.1%−206−47.9%ReducedHistory
IRSIrsa Investments & Representations IncGLOBL DEP RCPT524$6.20K<0.1%−12−2.2%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I99$6.21K<0.1%−175−63.9%Reduced–
PZZAPapa Johns International IncStock129$6.22K<0.1%−2−1.5%ReducedHistory
Ssga Active Tr78470P309ST STR MARKE ETF142$6.22K<0.1%−23−13.9%Reduced–
UTMDUtah Medical Products IncCOM99$6.23K<0.1%−135−57.7%ReducedHistory
CIVBCivista Bancshares, Inc.COM NO PAR307$6.24K<0.1%−20−6.1%ReducedHistory
BlackRock ETF Trust II092528843ISH HIG MUN ETF127$6.25K<0.1%+103+429.2%Added–
GCTGigaCloud Technology IncStock220$6.25K<0.1%+11+5.3%AddedHistory
NKTRNektar TherapeuticsCOM110$6.26K<0.1%−700−86.4%ReducedHistory
CRSRCorsair Gaming, Inc.COM702$6.26K<0.1%−178−20.2%ReducedHistory
iShares Tr46435G474FALN ANGLS USD227$6.30K<0.1%+2+0.9%Added–
AGLagilon health, inc.COM6,127$6.31K<0.1%−654−9.6%ReducedHistory
VIRVir Biotechnology, Inc.COM1,107$6.32K<0.1%−441−28.5%ReducedHistory
iShares Inc464286202MSCI AUSTRIA ETF204$6.32K<0.1%00.0%Unchanged–
NAGENiagen Bioscience, Inc.COM NEW678$6.33K<0.1%−341−33.5%ReducedHistory
iShares Tr464288489INTL DEV RE ETF275$6.33K<0.1%00.0%Unchanged–
QUREuniQure N.V.SHS109$6.36K<0.1%00.0%UnchangedHistory
GNKGenco Shipping & Trading LtdSHS358$6.37K<0.1%+195+119.6%AddedHistory
AIPArteris, Inc.COM634$6.40K<0.1%+4+0.6%AddedHistory
UISUnisys CorpCOM NEW1,643$6.41K<0.1%−1,383−45.7%ReducedHistory
USOUnited States Oil Fund, LPUNITS87$6.42K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust316092162DISRU COMMU ETF130$6.44K<0.1%00.0%Unchanged–
HYHyster-Yale, Inc.CL A175$6.45K<0.1%−13−6.9%ReducedHistory
RWTRedwood Trust IncCOM1,115$6.46K<0.1%+29+2.7%AddedHistory
JBSJBS N.V.ADR433$6.46K<0.1%−1,534−78.0%ReducedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE455$6.47K<0.1%−1−0.2%Reduced–
WALDWaldencast plcCOMMON STOCK3,267$6.47K<0.1%+2,038+165.8%AddedHistory
GOLDGold.com, Inc.COM251$6.49K<0.1%−385−60.5%ReducedHistory
CCOICogent Communications Holdings, Inc.COM NEW170$6.52K<0.1%+93+120.8%AddedHistory
KVYOKlaviyo, Inc.COM SER A237$6.56K<0.1%+29+13.9%AddedHistory
WULFTerawulf Inc.COM576$6.58K<0.1%+23+4.2%AddedHistory
PRGSProgress Software CorpCOM150$6.59K<0.1%−382−71.8%ReducedHistory
HAPNHappen, Inc.COM NEW434$6.59K<0.1%+369+567.7%AddedHistory
NEONeogenomics IncCOM NEW862$6.66K<0.1%−65−7.0%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