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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
CIG.CEnergy Co of Minas GeraisSPONSORED ADR29$79<0.1%+29NewHistory
LUNGPulmonx CorpCOM49$79<0.1%−354−87.8%ReducedHistory
VHIValhi IncCOM5$79<0.1%+3+150.0%AddedHistory
SMPStandard Motor Products, Inc.Stock2$82<0.1%−216−99.1%ReducedHistory
RDHLRedHill Biopharma Ltd.SPONSORED ADR38$82<0.1%+38NewHistory
ACRACRES Commercial Realty Corp.COM NEW4$85<0.1%+4NewHistory
JILLJ.Jill, Inc.COM5$86<0.1%−2−28.6%ReducedHistory
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$86<0.1%00.0%Unchanged–
BTBTBit Digital, IncSHS29$87<0.1%00.0%UnchangedHistory
TRVGtrivago N.V.SPON ADS A SHS26$87<0.1%+26NewHistory
PDLBPonce Financial Group, Inc.COMMON STOCK6$88<0.1%+6NewHistory
OESXOrion Energy Systems, Inc.COM NEW10$88<0.1%00.0%UnchangedConverted for a 1-for-10 splitHistory
TYGTortoise Energy Infrastructure CorpCOM2$89<0.1%−66−97.1%ReducedHistory
URGUr-Energy IncCOM51$91<0.1%−1,717−97.1%ReducedHistory
PROKProkidney Corp.SHS CL A38$92<0.1%−979−96.3%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$93<0.1%−1−25.0%Reduced–
Goldman Sachs ETF Tr381430396JUST US LRG CP1$94<0.1%00.0%Unchanged–
TAYDTaylor Devices, Inc.COM2$98<0.1%−4−66.7%ReducedHistory
CBFVCB Financial Services, Inc.COM3$100<0.1%+3NewHistory
MVISMicrovision, Inc.COM NEW81$100<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R549SP O&G EQP SERV1$101<0.1%−36−97.3%Reduced–
WisdomTree Tr97717W208US HIGH DIVIDEND1$101<0.1%−97−99.0%Reduced–
iShares Inc464286509MSCI CDA ETF2$101<0.1%−51−96.2%Reduced–
iShares Tr46434V1000-5YR INVT GR CP2$102<0.1%00.0%Unchanged–
iShares Tr46434V878ULTRA SHORT DUR2$102<0.1%00.0%Unchanged–
AMCAMC Entertainment Holdings, Inc.CL A NEW35$102<0.1%+35NewHistory
ZURAZura Bio LtdSHS CL A24$104<0.1%−112−82.4%ReducedHistory
LESLLeslie's, Inc.COM19$105<0.1%−139−88.0%ReducedConverted for a 1-for-20 splitHistory
BWAYBrainsway Ltd.SPONSORED ADS7$105<0.1%+7NewHistory
RLGTRadiant Logistics, IncCOM18$106<0.1%+18NewHistory
LFVNLifevantage CorpCOM NEW11$107<0.1%+11NewHistory
LARKLandmark Bancorp IncCOM4$107<0.1%+4NewHistory
TSQTownsquare Media, Inc.CL A16$108<0.1%−22−57.9%ReducedHistory
PUBMPubMatic, Inc.COM CL A13$108<0.1%−105−89.0%ReducedHistory
CHPTChargePoint Holdings, Inc.Stock10$109<0.1%−119−92.3%ReducedConverted for a 1-for-20 splitHistory
CLPTClearPoint Neuro, Inc.COM5$109<0.1%+5NewHistory
FRDFriedman Industries IncCOM5$109<0.1%+5NewHistory
MRSNMersana Therapeutics, Inc.COM14$109<0.1%−206−93.6%ReducedConverted for a 1-for-25 splitHistory
Kraneshares Tr500767835MSCI ALL CHINA5$112<0.1%+5New–
LUCKLucky Strike Entertainment CorpCL A COM11$113<0.1%−91−89.2%ReducedHistory
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$113<0.1%00.0%UnchangedHistory
MPBMid Penn Bancorp IncCOM4$115<0.1%00.0%UnchangedHistory
BELFABel Fuse IncCL A1$116<0.1%00.0%UnchangedHistory
EZPZFranklin Crypto TrustETP4$116<0.1%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM65$118<0.1%−5−7.1%ReducedHistory
TRAKReposiTrak, Inc.COM NEW8$119<0.1%+4+100.0%AddedHistory
WEYSWeyco Group IncCOM4$120<0.1%−3−42.9%ReducedHistory
UBFOUnited Security BancsharesCOM13$121<0.1%+13NewHistory
ARQArq, Inc.COM17$122<0.1%00.0%UnchangedHistory
LNZALanzaTech Global, Inc.COM NEW5$123<0.1%+5NewHistory
MPXMarine Products Group, LLCCOM14$124<0.1%−3−17.6%ReducedHistory
PAMTPamt CorpCOM11$125<0.1%00.0%UnchangedHistory
EVIEvi Industries, Inc.COM4$126<0.1%00.0%UnchangedHistory
KROKronos Worldwide IncCOM22$126<0.1%+22NewHistory
NCNacco Industries IncCL A3$126<0.1%+2+200.0%AddedHistory
SBCSBC Medical Group Holdings IncCOM29$126<0.1%+29NewHistory
OLMAOlema Pharmaceuticals, Inc.COM13$127<0.1%00.0%UnchangedHistory
ERNAErnexa Therapeutics Inc.COM116$127<0.1%00.0%UnchangedHistory
CRMDCorMedix Inc.COM11$128<0.1%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM89$128<0.1%−59−39.9%ReducedHistory
QRHCQuest Resource Holding CorpCOM NEW82$128<0.1%−30−26.8%ReducedHistory
SKYHSky Harbour Group CorpCOM CL A13$128<0.1%−46−78.0%ReducedHistory
WOWWideOpenWest, Inc.COM25$129<0.1%−137−84.6%ReducedHistory
ZYXIZynex IncCOM90$131<0.1%−69−43.4%ReducedHistory
WisdomTree Tr97717X511YIELD ENHANCD US3$133<0.1%−196−98.5%Reduced–
UHGUnited Homes Group, Inc.CL A33$136<0.1%−111−77.1%ReducedHistory
FUNDSprott Focus Trust Inc.COM17$137<0.1%+1+6.3%AddedHistory
ATNMActinium Pharmaceuticals, Inc.COM86$138<0.1%−129−60.0%ReducedHistory
TCITranscontinental Realty Investors IncCOM NEW3$138<0.1%00.0%UnchangedHistory
TWINTwin Disc IncCOM10$139<0.1%−14−58.3%ReducedHistory
WisdomTree Tr97717X172US HGH YLD CORP3$140<0.1%−175−98.3%Reduced–
AVRAnteris Technologies Global Corp.COM31$140<0.1%00.0%UnchangedHistory
AIRJAirJoule Technologies Corp.CL A30$141<0.1%+20+200.0%AddedHistory
KLTRKaltura IncCOM101$145<0.1%−80−44.2%ReducedHistory
AKAA.K.A. Brands Holding Corp.COM15$145<0.1%00.0%UnchangedHistory
FSPFranklin Street Properties CorpCOM91$146<0.1%+86+1,720.0%AddedHistory
NXHNeighborhood Intelligence, Inc.COM15$147<0.1%+5+50.0%AddedHistory
DIBS1stdibs.com, Inc.COM58$150<0.1%−22−27.5%ReducedHistory
OBEObsidian Energy Ltd.COM23$150<0.1%00.0%UnchangedHistory
ACREAres Commercial Real Estate CorpCOM34$153<0.1%−41−54.7%ReducedHistory
BTAIQBioXcel Therapeutics, Inc.COM NEW60$154<0.1%+60NewHistory
SNFCASecurity National Financial CorpCL A NEW18$156<0.1%+18NewHistory
BRTBRT Apartments Corp.COM10$157<0.1%+5+100.0%AddedHistory
STRZStarz Entertainment CorpCOM11$162<0.1%−1−8.3%ReducedHistory
WIMIWiMi Hologram Cloud Inc.COM36$164<0.1%00.0%UnchangedHistory
Neos ETF Trust78433H675NASDAQ 100 HIGH3$165<0.1%+3New–
BTMDbiote Corp.CLASS A COM55$165<0.1%−77−58.3%ReducedHistory
ACNTAscent Industries Co.COM13$167<0.1%+13NewHistory
IIIInformation Services Group Inc.COM29$167<0.1%−3−9.4%ReducedHistory
BEAMBeam Therapeutics Inc.COM7$170<0.1%−8−53.3%ReducedHistory
EDNEdenorSPON ADR11$171<0.1%−48−81.4%ReducedHistory
COTYCoty Inc.COM CL A43$174<0.1%−1,803−97.7%ReducedHistory
HURATuHURA Biosciences, Inc.COM70$174<0.1%+70NewHistory
STEMStem, Inc.COM NEW10$175<0.1%−85−89.5%ReducedHistory
NIPGNIP Group Inc.SPONSORED ADS102$176<0.1%−551−84.4%ReducedHistory
BWFGBankwell Financial Group, Inc.COM4$177<0.1%+1+33.3%AddedHistory
MYOMyomo, Inc.COM NEW201$179<0.1%+201NewHistory
OPADOfferpad Solutions Inc.COM CL A43$179<0.1%−84−66.1%ReducedHistory
FBLAFB Bancorp, Inc.COM15$180<0.1%+15NewHistory
SBDSSolo Brands, Inc.COM CL A NEW12$181<0.1%+12NewHistory

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