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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
PHRPhreesia, Inc.COM506$11.9K<0.1%−102−16.8%ReducedHistory
EVHEvolent Health, Inc.CL A1,407$11.9K<0.1%−107−7.1%ReducedHistory
DOCNDigitalOcean Holdings, Inc.COM350$12.0K<0.1%+6+1.7%AddedHistory
TSEOQTrinseo PLCCOM5,090$12.0K<0.1%+5,090NewHistory
NATNordic American Tankers LtdCOM3,810$12.0K<0.1%−2,122−35.8%ReducedHistory
ACLXArcellx, Inc.COMMON STOCK146$12.0K<0.1%+42+40.4%AddedHistory
NESRNational Energy Services Reunited Corp.SHS1,170$12.0K<0.1%+1,170NewHistory
VITLVital Farms, Inc.COM292$12.0K<0.1%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM985$12.0K<0.1%−813−45.2%ReducedHistory
BRSLBrightstar Lottery PLCSHS USD698$12.0K<0.1%−329−32.0%ReducedHistory
WBWEIBO CorpSPONSORED ADR972$12.1K<0.1%+312+47.3%AddedHistory
SANASana Biotechnology, Inc.COM3,402$12.1K<0.1%−19−0.6%ReducedHistory
Flexshares Tr33939L779DISCP DUR MBS579$12.1K<0.1%00.0%Unchanged–
PSKYParamount Skydance CorpCOM CL B639$12.1K<0.1%+639NewHistory
ALCOAlico, Inc.COM349$12.1K<0.1%+13+3.9%AddedHistory
NXQuanex Building Products CORPCOM851$12.1K<0.1%+105+14.1%AddedHistory
RIGTransocean Ltd.REGISTERED SHS3,891$12.1K<0.1%+250+6.9%AddedHistory
AMRAlpha Metallurgical Resources, Inc.COM74$12.1K<0.1%−46−38.3%ReducedHistory
SUNSSunrise Realty Trust, Inc.COM1,171$12.2K<0.1%+1,171NewHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT531$12.2K<0.1%+509+2,313.6%AddedHistory
MBINMerchants BancorpCOM384$12.2K<0.1%+28+7.9%AddedHistory
FSBWFS Bancorp, Inc.COM307$12.3K<0.1%+17+5.9%AddedHistory
MBCNMiddlefield Banc CorpCOM NEW409$12.3K<0.1%−194−32.2%ReducedHistory
LASRNlight, Inc.COM415$12.3K<0.1%+55+15.3%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF45$12.3K<0.1%−127−73.8%Reduced–
BHBBar Harbor BanksharesCOM406$12.4K<0.1%+5+1.2%AddedHistory
GKOSGLAUKOS CorpCOM152$12.4K<0.1%+60+65.2%AddedHistory
AVNSAvanos Medical, Inc.Stock1,073$12.4K<0.1%−589−35.4%ReducedHistory
ALGAlamo Group IncCOM65$12.4K<0.1%−2−3.0%ReducedHistory
RTORentokil Initial PLCSPONSORED ADR493$12.4K<0.1%−224−31.2%ReducedHistory
ZETAZeta Global Holdings Corp.CL A627$12.5K<0.1%+73+13.2%AddedHistory
NECBNorthEast Community Bancorp, Inc.COM608$12.5K<0.1%−103−14.5%ReducedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF316$12.5K<0.1%00.0%Unchanged–
CSRCenterspaceCOM213$12.5K<0.1%+35+19.7%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF491$12.6K<0.1%+6+1.2%Added–
JOUTJohnson Outdoors IncCL A311$12.6K<0.1%−377−54.8%ReducedHistory
SPDR Series Trust78464A516ST INTL BBG ETF548$12.6K<0.1%+548New–
HBTHBT Financial, Inc.COM501$12.6K<0.1%+5+1.0%AddedHistory
TROXTronox Holdings plcSHS3,148$12.7K<0.1%+413+15.1%AddedHistory
EPAMEPAM Systems, Inc.COM84$12.7K<0.1%−45−34.9%ReducedHistory
LEVILevi Strauss & CoCL A COM STK546$12.7K<0.1%+1+0.2%AddedHistory
EQXEquinox Gold Corp.COM1,137$12.8K<0.1%+633+125.6%AddedHistory
AAAUGoldman Sachs Physical Gold ETFUNIT336$12.8K<0.1%00.0%UnchangedHistory
GLREGreenlight Capital Re, Ltd.CLASS A1,009$12.8K<0.1%+49+5.1%AddedHistory
BRZEBraze, Inc.Stock452$12.9K<0.1%+35+8.4%AddedHistory
SRRKScholar Rock Holding CorpCOM347$12.9K<0.1%−25−6.7%ReducedHistory
WWWWolverine World Wide IncCOM471$12.9K<0.1%00.0%UnchangedHistory
NBBKNB Bancorp, Inc.COM733$12.9K<0.1%+2+0.3%AddedHistory
ADAGAdagene Inc.ADS6,504$12.9K<0.1%−4,803−42.5%ReducedHistory
RRBIRed River Bancshares IncCOM200$13.0K<0.1%−36−15.3%ReducedHistory
HONEHarborOne Bancorp, Inc.COM NEW954$13.0K<0.1%+119+14.3%AddedHistory
PRLBProto Labs IncCOM260$13.0K<0.1%+4+1.6%AddedHistory
GOODGladstone Commercial CorpCOM1,056$13.0K<0.1%−732−40.9%ReducedHistory
PLGOPelagos Insurance Capital LtdCOM718$13.0K<0.1%−105−12.8%ReducedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK501$13.1K<0.1%+45+9.9%AddedHistory
GTGoodyear Tire & Rubber CoCOM1,749$13.1K<0.1%−1,139−39.4%ReducedHistory
UHTUniversal Health Realty Income TrustSH BEN INT334$13.1K<0.1%+159+90.9%AddedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF41$13.1K<0.1%00.0%Unchanged–
LGNDLigand Pharmaceuticals IncCOM NEW74$13.1K<0.1%−2−2.6%ReducedHistory
TGLSTecnoglass Holdings Inc.ORD SHS196$13.1K<0.1%+130+197.0%AddedHistory
SKYChampion Homes, Inc.Stock172$13.1K<0.1%−3,789−95.7%ReducedHistory
BMBLBumble Inc.COM CL A2,162$13.2K<0.1%+670+44.9%AddedHistory
MRNAModerna, Inc.Stock511$13.2K<0.1%−830−61.9%ReducedHistory
VCTRVictory Capital Holdings, Inc.COM CL A204$13.2K<0.1%−24−10.5%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK756$13.2K<0.1%−2,319−75.4%ReducedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$13.2K<0.1%00.0%Unchanged–
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$13.3K<0.1%00.0%Unchanged–
OCFCOceanfirst Financial CorpCOM759$13.3K<0.1%−188−19.9%ReducedHistory
HBCPHome Bancorp, Inc.COM246$13.4K<0.1%+18+7.9%AddedHistory
AVOMission Produce, Inc.COM1,114$13.4K<0.1%−613−35.5%ReducedHistory
ABMAbm Industries IncCOM291$13.4K<0.1%−47−13.9%ReducedHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN496$13.4K<0.1%−1−0.2%Reduced–
Victory Portfolios II92647N824VCSHS US EQ INCM201$13.4K<0.1%−183−47.7%Reduced–
OTTROtter Tail CorpCOM164$13.4K<0.1%−52−24.1%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS666$13.5K<0.1%+17+2.6%AddedHistory
BMRCBank of Marin BancorpCOM554$13.5K<0.1%+23+4.3%AddedHistory
SHAKShake Shack Inc.CL A144$13.5K<0.1%−12−7.7%ReducedHistory
NUVLNuvalent, Inc.COM156$13.5K<0.1%−23−12.8%ReducedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM3,487$13.5K<0.1%−573−14.1%ReducedHistory
DAKTDaktronics IncCOM646$13.5K<0.1%+7+1.1%AddedHistory
THRMGentherm IncCOM397$13.5K<0.1%+59+17.5%AddedHistory
ETDEthan Allen Interiors IncCOM459$13.5K<0.1%+201+77.9%AddedHistory
FSLYFastly, Inc.CL A1,582$13.5K<0.1%+594+60.1%AddedHistory
RMTRoyce Micro-Cap Trust, Inc.COM1,302$13.5K<0.1%00.0%UnchangedHistory
MARAMARA Holdings, Inc.COM741$13.5K<0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM39$13.5K<0.1%00.0%UnchangedHistory
SYBTStock Yards Bancorp, Inc.COM194$13.6K<0.1%+83+74.8%AddedHistory
ASAmer Sports, Inc.COM SHS391$13.6K<0.1%−101−20.5%ReducedHistory
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$13.6K<0.1%−209−37.4%Reduced–
ITICInvestors Title CoCOM51$13.7K<0.1%−13−20.3%ReducedHistory
GABCGerman American Bancorp, Inc.Stock348$13.7K<0.1%+5+1.5%AddedHistory
WASHWashington Trust Bancorp IncCOM473$13.7K<0.1%−23−4.6%ReducedHistory
NEWTNewtekOne, Inc.COM NEW1,195$13.7K<0.1%+411+52.4%AddedHistory
AKO.BAndina Bottling Co IncSPON ADR B578$13.7K<0.1%−135−18.9%ReducedHistory
ENTAEnanta Pharmaceuticals IncCOM1,148$13.7K<0.1%−5−0.4%ReducedHistory
EFCEllington Financial Inc.COM1,059$13.7K<0.1%−172−14.0%ReducedHistory
Two Harbors Investment Corp.90187B804COM1,395$13.8K<0.1%+625+81.2%Added–
EGBNEagle Bancorp IncCOM682$13.8K<0.1%−307−31.0%ReducedHistory
HAINHain Celestial Group IncCOM8,729$13.8K<0.1%+373+4.5%AddedHistory
REXRex American Resources CorpCOM452$13.8K<0.1%+78+20.9%AddedConverted for a 2-for-1 splitHistory

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