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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
CALXCalix, IncCOM134$8.22K<0.1%00.0%UnchangedHistory
BLKBBlackbaud IncCOM128$8.23K<0.1%+51+66.2%AddedHistory
USNAUsana Health Sciences IncCOM299$8.24K<0.1%−118−28.3%ReducedHistory
FLYWFlywire CorpCOM VTG610$8.26K<0.1%+257+72.8%AddedHistory
EBEventbrite, Inc.COM CL A3,281$8.27K<0.1%−272−7.7%ReducedHistory
CIMChimera Investment CorpCOM SHS626$8.28K<0.1%+310+98.1%AddedHistory
PENNPENN Entertainment, Inc.COM430$8.28K<0.1%+119+38.3%AddedHistory
ABRArbor Realty Trust IncCOM680$8.30K<0.1%00.0%UnchangedHistory
MYRGMyr Group Inc.COM40$8.32K<0.1%00.0%UnchangedHistory
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8.35K<0.1%00.0%UnchangedHistory
PACSPACS Group, Inc.COM SHS608$8.35K<0.1%−456−42.9%ReducedHistory
LEUCentrus Energy CorpStock27$8.37K<0.1%00.0%UnchangedHistory
INGNInogen IncCOM1,025$8.37K<0.1%−111−9.8%ReducedHistory
NEXTNextDecade CorpCOM1,253$8.51K<0.1%+577+85.4%AddedHistory
PLMRPalomar Holdings, Inc.Stock73$8.52K<0.1%−1−1.4%ReducedHistory
RYAMRayonier Advanced Materials Inc.COM1,186$8.56K<0.1%+14+1.2%AddedHistory
WTBAWest Bancorporation IncCAP STK422$8.57K<0.1%+34+8.8%AddedHistory
PRGPROG Holdings, Inc.Stock265$8.58K<0.1%−293−52.5%ReducedHistory
iShares Tr46432F875MRNGSTR INC ETF406$8.64K<0.1%−363−47.2%Reduced–
iShares Tr46435G250HIGH YLD SYSTM B181$8.66K<0.1%−394−68.5%Reduced–
NTGRNetgear, Inc.COM268$8.68K<0.1%+127+90.1%AddedHistory
TALTAL Education GroupSPONSORED ADS775$8.68K<0.1%+107+16.0%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW105$8.69K<0.1%00.0%Unchanged–
RHPRyman Hospitality Properties, Inc.COM97$8.69K<0.1%−3−3.0%ReducedHistory
LMNRLimoneira COCOM586$8.70K<0.1%+89+17.9%AddedHistory
ENPHEnphase Energy, Inc.Stock246$8.71K<0.1%+107+77.0%AddedHistory
STHOStar HoldingsSHS BEN INT1,058$8.71K<0.1%+599+130.5%AddedHistory
VTSVitesse Energy, Inc.COMMON STOCK375$8.71K<0.1%−1−0.3%ReducedHistory
MGNIMagnite, Inc.COM401$8.73K<0.1%−15−3.6%ReducedHistory
REREATRenew Inc.SPONSORED ADS1,899$8.73K<0.1%+159+9.1%AddedHistory
NNOXNano-X Imaging Ltd.ORD SHS2,363$8.74K<0.1%−11−0.5%ReducedHistory
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$8.75K<0.1%00.0%Unchanged–
TRMLTourmaline Bio, Inc.COM183$8.75K<0.1%+150+454.5%AddedHistory
LGIHLGI Homes, Inc.COM170$8.79K<0.1%+87+104.8%AddedHistory
AORTArtivion, Inc.COM208$8.81K<0.1%−6−2.8%ReducedHistory
MSEXMiddlesex Water CoCOM163$8.82K<0.1%+106+186.0%AddedHistory
CIOCity Office REIT, Inc.COM1,270$8.84K<0.1%+111+9.6%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD3,288$8.85K<0.1%+2,456+295.2%AddedHistory
CMRCCommerce.com, Inc.COM SER 11,779$8.88K<0.1%+1,402+371.9%AddedHistory
CALYCallaway Golf CoCOM935$8.88K<0.1%−1,939−67.5%ReducedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF180$8.89K<0.1%−28−13.5%Reduced–
PLURPluri Inc.COM2,000$8.96K<0.1%00.0%UnchangedHistory
HLFHerbalife Ltd.COM SHS1,068$9.01K<0.1%+894+513.8%AddedHistory
OSPNOneSpan Inc.COM568$9.03K<0.1%−120−17.4%ReducedHistory
ACVAACV Auctions Inc.COM CL A911$9.03K<0.1%+628+221.9%AddedHistory
Innovator ETFs Trust45782C391US EQTY BUFR MAR175$9.03K<0.1%00.0%Unchanged–
APPSDigital Turbine, Inc.COM NEW1,413$9.04K<0.1%−34−2.3%ReducedHistory
CCSIConsensus Cloud Solutions, Inc.COM308$9.05K<0.1%−86−21.8%ReducedHistory
WMKWeis Markets IncCOM126$9.05K<0.1%−230−64.6%ReducedHistory
HUTHut 8 Corp.COM261$9.09K<0.1%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM666$9.12K<0.1%+81+13.8%AddedHistory
Pacer FDS Tr69374H386DATA & DIGI REVO137$9.16K<0.1%+137New–
SLNOSoleno Therapeutics IncCOM136$9.19K<0.1%+35+34.7%AddedHistory
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS326$9.22K<0.1%−128−28.2%ReducedHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$9.23K<0.1%00.0%Unchanged–
EMBCEmbecta Corp.Stock654$9.23K<0.1%+239+57.6%AddedHistory
NTLAIntellia Therapeutics, Inc.COM535$9.24K<0.1%+73+15.8%AddedHistory
KOPKoppers Holdings Inc.COM330$9.24K<0.1%−126−27.6%ReducedHistory
SPDR Series Trust78464A292ST STR PFD ETF280$9.26K<0.1%+280New–
KENKenon Holdings Ltd.SHS205$9.26K<0.1%00.0%UnchangedHistory
MCSMarcus CorpCOM598$9.28K<0.1%−414−40.9%ReducedHistory
ESRTEmpire State Realty Trust, Inc.CL A1,212$9.28K<0.1%−242−16.6%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF56$9.30K<0.1%00.0%Unchanged–
SERVServe Robotics Inc.COM800$9.30K<0.1%+54+7.2%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US415$9.32K<0.1%00.0%Unchanged–
TFIITFI International Inc.COM106$9.35K<0.1%−47−30.7%ReducedHistory
LIFLife360, Inc.COM88$9.35K<0.1%00.0%UnchangedHistory
JLSNuveen Mortgage & Income FundCOM500$9.36K<0.1%00.0%UnchangedHistory
VACMarriott Vacations Worldwide CorpCOM141$9.38K<0.1%+7+5.2%AddedHistory
CRCTCricut, Inc.COM CL A1,492$9.38K<0.1%+674+82.4%AddedHistory
VREXVarex Imaging CorpCOM759$9.41K<0.1%−249−24.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM613$9.43K<0.1%+599+4,278.6%AddedHistory
Fidelity MSCI Energy Index ETF316092402ETF382$9.45K<0.1%+3+0.8%Added–
APOGApogee Enterprises, Inc.COM217$9.46K<0.1%−10−4.4%ReducedHistory
TWITitan International IncCOM1,253$9.47K<0.1%−267−17.6%ReducedHistory
PCRXPacira BioSciences, Inc.COM368$9.48K<0.1%−485−56.9%ReducedHistory
LPROOpen Lending CorpCOM4,533$9.56K<0.1%−215−4.5%ReducedHistory
NCZVirtus Convertible & Income Fund IICOM NEW700$9.58K<0.1%00.0%UnchangedHistory
HKDAMTD Digital Inc.SPONSORED ADS5,321$9.58K<0.1%+3,751+238.9%AddedHistory
LQDALiquidia CorpCOM NEW422$9.60K<0.1%−163−27.9%ReducedHistory
ONLOrion Properties Inc.REIT3,564$9.62K<0.1%−14,102−79.8%ReducedHistory
iShares Tr46432F859CORE 1 5 YR USD197$9.63K<0.1%+196+19,600.0%Added–
UDMYUdemy, Inc.COM1,375$9.64K<0.1%−20−1.4%ReducedHistory
PTONPeloton Interactive, Inc.CL A COM1,075$9.68K<0.1%−312−22.5%ReducedHistory
NBTXNanobiotix S.A.SPONSORED ADS514$9.71K<0.1%−3−0.6%ReducedHistory
VETVermilion Energy Inc.COM1,242$9.71K<0.1%−1,376−52.6%ReducedHistory
FLNGFlex LNG Ltd.SHS386$9.73K<0.1%−85−18.0%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS283$9.73K<0.1%−69−19.6%ReducedHistory
PRMEPrime Medicine, Inc.COM1,762$9.76K<0.1%+400+29.4%AddedHistory
UFPTUfp Technologies IncCOM49$9.78K<0.1%−25−33.8%ReducedHistory
PFISPeoples Financial Services Corp.COM202$9.82K<0.1%+21+11.6%AddedHistory
EHABEnhabit, Inc.COM1,226$9.82K<0.1%−104−7.8%ReducedHistory
MEOHMethanex CorpCOM247$9.82K<0.1%−117−32.1%ReducedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$9.83K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$9.85K<0.1%00.0%Unchanged–
DSXDiana Shipping Inc.COM5,875$9.87K<0.1%−1,113−15.9%ReducedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9.92K<0.1%+46+21.8%AddedHistory
VanEck ETF Trust92189F429PREFERRED SECURT559$9.93K<0.1%00.0%Unchanged–
QTTBQ32 Bio Inc.COM5,025$9.95K<0.1%−276−5.2%ReducedHistory
MSBMesabi TrustCTF BEN INT345$9.96K<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