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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
WNCWabash National CorpCOM675$6.66K<0.1%+118+21.2%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM66$6.67K<0.1%+1+1.5%AddedHistory
SOCSable Offshore Corp.COM SHS383$6.69K<0.1%−129−25.2%ReducedHistory
MRTNMarten Transport LtdCOM628$6.69K<0.1%−749−54.4%ReducedHistory
Kraneshares Tr500767645KFA VAL LIN DYNM243$6.70K<0.1%00.0%Unchanged–
FMBHFirst Mid Bancshares, Inc.COM177$6.71K<0.1%+31+21.2%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF30$6.71K<0.1%00.0%Unchanged–
INVXInnovex International, Inc.COM363$6.73K<0.1%+138+61.3%AddedHistory
TBPHTheravance Biopharma, Inc.COM461$6.73K<0.1%+173+60.1%AddedHistory
DCHDauch CorpCOM1,126$6.77K<0.1%+114+11.3%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW262$6.78K<0.1%+91+53.2%AddedHistory
OCSLOaktree Specialty Lending CorpCOM520$6.79K<0.1%+518+25,900.0%AddedHistory
TDUPThredUp Inc.CL A718$6.79K<0.1%−2,459−77.4%ReducedHistory
EXTRExtreme Networks IncCOM329$6.79K<0.1%−17−4.9%ReducedHistory
CUBICustomers Bancorp, Inc.COM104$6.80K<0.1%+19+22.4%AddedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6.82K<0.1%00.0%Unchanged–
AMPLAmplitude, Inc.Stock638$6.84K<0.1%+502+369.1%AddedHistory
BBUCBrookfield Business CorpCL A EXC SUB VTG205$6.87K<0.1%+69+50.7%AddedHistory
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER107$6.88K<0.1%00.0%Unchanged–
SAFESafehold Inc.COM445$6.89K<0.1%+138+45.0%AddedHistory
GICGlobal Industrial CoCOM188$6.89K<0.1%+37+24.5%AddedHistory
iShares Tr464288794US BR DEL SE ETF39$6.90K<0.1%00.0%Unchanged–
BELFBBel Fuse IncCL B49$6.91K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6.92K<0.1%00.0%Unchanged–
PGCPeapack Gladstone Financial CorpCOM251$6.93K<0.1%+152+153.5%AddedHistory
HROWHarrow, Inc.COM144$6.94K<0.1%+15+11.6%AddedHistory
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6.96K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6.96K<0.1%00.0%Unchanged–
PPTAPerpetua Resources Corp.COM345$6.98K<0.1%−193−35.9%ReducedHistory
BRKRBruker CorpCOM216$7.02K<0.1%−2,554−92.2%ReducedHistory
ALNTAllient IncCOM157$7.03K<0.1%00.0%UnchangedHistory
TNDMTandem Diabetes Care IncCOM NEW579$7.03K<0.1%+410+242.6%AddedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,264$7.07K<0.1%−1,525−54.7%ReducedHistory
Invesco Actively Managed Exc46090A101ACTIVE US REAL76$7.08K<0.1%−14−15.6%Reduced–
TRIPTripAdvisor, Inc.COM436$7.09K<0.1%−520−54.4%ReducedHistory
HTLDHeartland Express IncCOM854$7.16K<0.1%+592+226.0%AddedHistory
ATENA10 Networks, Inc.Stock395$7.17K<0.1%−25−6.0%ReducedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7.19K<0.1%00.0%Unchanged–
FIZZNational Beverage CorpCOM195$7.20K<0.1%−108−35.6%ReducedHistory
RNWReNew Energy Global plcCL A SHS938$7.22K<0.1%−1,626−63.4%ReducedHistory
STGSunlands Technology GroupSPONSRD ADS NEW908$7.26K<0.1%−28−3.0%ReducedHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW381$7.28K<0.1%−71−15.7%ReducedHistory
NVTSNavitas Semiconductor CorpCOM1,011$7.30K<0.1%−276−21.4%ReducedHistory
AUBNAuburn National Bancorporation, IncCOM270$7.32K<0.1%00.0%UnchangedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS465$7.32K<0.1%+140+43.1%AddedHistory
TEOTelecom Argentina SASPON ADR REP B1,016$7.39K<0.1%+735+261.6%AddedHistory
MBCMasterBrand, Inc.COMMON STOCK561$7.39K<0.1%+192+52.0%AddedHistory
BULLWebull CorpORD SHS500$7.39K<0.1%+500NewHistory
IDYAIDEAYA Biosciences, Inc.COM272$7.40K<0.1%−14−4.9%ReducedHistory
MSGEMadison Square Garden Entertainment Corp.COM CL A164$7.42K<0.1%+38+30.2%AddedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7.45K<0.1%00.0%Unchanged–
iShares Tr464288109MORNINGSTAR VALU83$7.47K<0.1%00.0%Unchanged–
USBCUSBC, Inc.COM NEW5,583$7.48K<0.1%+2,973+113.9%AddedHistory
ODPODP CorpCOM269$7.49K<0.1%−719−72.8%ReducedHistory
ARDTArdent Health, Inc.COM566$7.50K<0.1%+535+1,725.8%AddedHistory
INTAIntapp, Inc.COM185$7.57K<0.1%−72−28.0%ReducedHistory
CERSCerus CorpCOM4,770$7.58K<0.1%−222−4.4%ReducedHistory
HDSNHudson Technologies IncCOM764$7.59K<0.1%+47+6.6%AddedHistory
Listed FD Tr53656F789ROUNDHILL SPORTS320$7.64K<0.1%00.0%Unchanged–
PLABPhotronics IncCOM333$7.64K<0.1%+42+14.4%AddedHistory
BZHBeazer Homes USA IncCOM NEW312$7.66K<0.1%−5−1.6%ReducedHistory
FAFirst Advantage CorpCOM498$7.66K<0.1%−71−12.5%ReducedHistory
FCFranklin Covey CoCOM395$7.67K<0.1%−14−3.4%ReducedHistory
ONITOnity Group Inc.COM NEW193$7.71K<0.1%+22+12.9%AddedHistory
QBTSD-Wave Quantum Inc.Stock313$7.73K<0.1%+53+20.4%AddedHistory
RNGRingCentral, Inc.CL A274$7.76K<0.1%+107+64.1%AddedHistory
FOXFFox Factory Holding CorpCOM320$7.77K<0.1%−16−4.8%ReducedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,083$7.78K<0.1%+191+21.4%AddedHistory
GCMGGCM Grosvenor Inc.COM CL A646$7.80K<0.1%−29−4.3%ReducedHistory
Vanguard World FD921910873MEGA CAP INDEX32$7.81K<0.1%00.0%Unchanged–
BLMNBloomin' Brands, Inc.COM1,092$7.83K<0.1%−668−38.0%ReducedHistory
JELDJELD-WEN Holding, Inc.COM1,603$7.87K<0.1%+837+109.3%AddedHistory
CSANCosan S.A.ADS1,713$7.88K<0.1%−2,127−55.4%ReducedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF300$7.89K<0.1%00.0%Unchanged–
ZUMZZumiez IncCOM403$7.90K<0.1%−683−62.9%ReducedHistory
BROSDutch Bros Inc.CL A151$7.90K<0.1%−285−65.4%ReducedHistory
MNROMonro, Inc.COM440$7.91K<0.1%+41+10.3%AddedHistory
Zeekr Intelligent Technology98923K103SPON ADS261$7.96K<0.1%+261New–
iShares Tr46435G524INTL DIV GRWTH100$7.97K<0.1%00.0%Unchanged–
MLKNMillerknoll, Inc.COM450$7.98K<0.1%−494−52.3%ReducedHistory
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$7.98K<0.1%00.0%Unchanged–
iShares Tr464288174GL TIMB FORE ETF109$8.01K<0.1%00.0%Unchanged–
NXRTNexPoint Residential Trust, Inc.COM249$8.02K<0.1%+143+134.9%AddedHistory
GTLBGitlab Inc.CLASS A COM178$8.03K<0.1%+44+32.8%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM727$8.03K<0.1%+319+78.2%AddedHistory
iShares Tr46435G433MSCI USA SMCP MN187$8.05K<0.1%00.0%Unchanged–
PAYSPaysign, Inc.COM1,288$8.10K<0.1%+89+7.4%AddedHistory
CXCemex SAB de CVSPON ADR NEW902$8.11K<0.1%+136+17.8%AddedHistory
MOMOHello Group Inc.ADS1,096$8.13K<0.1%00.0%UnchangedHistory
DECDiversified Energy CoSHS NEW581$8.14K<0.1%+99+20.5%AddedHistory
TBCHTurtle Beach CorpCOM NEW512$8.14K<0.1%+3+0.6%AddedHistory
YELPYelp IncCL A261$8.14K<0.1%−262−50.1%ReducedHistory
TCBXThird Coast Bancshares, Inc.COM215$8.16K<0.1%−323−60.0%ReducedHistory
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8.17K<0.1%+250New–
CNDTCONDUENT IncCOM2,919$8.17K<0.1%−555−16.0%ReducedHistory
SPDR Series Trust78464A656ST STR TIPS ETF311$8.18K<0.1%+242+350.7%Added–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8.18K<0.1%−148−55.8%Reduced–
BURBurford Capital LtdORD SHS685$8.19K<0.1%−193−22.0%ReducedHistory
RCKTRocket Pharmaceuticals, Inc.COM2,514$8.20K<0.1%+915+57.2%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,082$8.21K<0.1%−1,183−52.2%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