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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
CUBECubeSmartREIT451$18.3K<0.1%−2−0.4%ReducedHistory
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$18.3K<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM1,377$18.4K<0.1%+547+65.9%AddedHistory
SHOSunstone Hotel Investors, Inc.COM1,965$18.4K<0.1%−190−8.8%ReducedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS1,359$18.4K<0.1%−8−0.6%ReducedHistory
OLNOLIN CorpStock737$18.4K<0.1%−74−9.1%ReducedHistory
EGHT8X8 IncCOM8,695$18.4K<0.1%+2,049+30.8%AddedHistory
WSRWhitestone REITCOM1,504$18.5K<0.1%+78+5.5%AddedHistory
VVXV2X, Inc.COM318$18.5K<0.1%+7+2.3%AddedHistory
WKCWorld Kinect CorpCOM713$18.5K<0.1%−114−13.8%ReducedHistory
NUSNu Skin Enterprises, Inc.CL A1,520$18.5K<0.1%−628−29.2%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS493$18.5K<0.1%−173−26.0%ReducedHistory
FRPHFRP Holdings, Inc.COM761$18.5K<0.1%+33+4.5%AddedHistory
TBBKBancorp, Inc.COM248$18.6K<0.1%+34+15.9%AddedHistory
IBCPIndependent Bank CorpCOM NEW600$18.6K<0.1%−157−20.7%ReducedHistory
STCStewart Information Services CorpCOM254$18.6K<0.1%−78−23.5%ReducedHistory
HTZHertz Global Holdings, IncCOM NEW2,741$18.6K<0.1%−79−2.8%ReducedHistory
OIO-I Glass, Inc.COM1,439$18.7K<0.1%+530+58.3%AddedHistory
IMKTAIngles Markets IncCL A269$18.7K<0.1%+36+15.5%AddedHistory
MRCMRC Global Inc.COM1,301$18.8K<0.1%−647−33.2%ReducedHistory
CMPCompass Minerals International IncStock978$18.8K<0.1%−59−5.7%ReducedHistory
CHWCalamos Global Dynamic Income FundCOM2,500$18.9K<0.1%00.0%UnchangedHistory
DBX ETF Tr233051432XTRACK USD HIGH508$18.9K<0.1%00.0%Unchanged–
HRIHerc Holdings IncCOM162$18.9K<0.1%+94+138.2%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF342$18.9K<0.1%+289+545.3%Added–
CNMCore & Main, Inc.CL A352$18.9K<0.1%−102−22.5%ReducedHistory
EPCEdgewell Personal Care CoCOM931$19.0K<0.1%−46−4.7%ReducedHistory
RGNXREGENXBIO Inc.COM1,971$19.0K<0.1%+694+54.3%AddedHistory
PSFEPaysafe LtdSHS1,473$19.0K<0.1%+572+63.5%AddedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A14,571$19.1K<0.1%+2,550+21.2%AddedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$19.1K<0.1%00.0%Unchanged–
CASSCass Information Systems IncCOM488$19.2K<0.1%+133+37.5%AddedHistory
HTBHomeTrust Bancshares, Inc.COM469$19.2K<0.1%+65+16.1%AddedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF336$19.2K<0.1%00.0%Unchanged–
JBTMJBT Marel CorpCOM137$19.2K<0.1%−95−40.9%ReducedHistory
SXIStandex International CorpCOM91$19.3K<0.1%−14−13.3%ReducedHistory
SITCSITE Centers Corp.COM2,141$19.3K<0.1%−1,620−43.1%ReducedHistory
FFBCFirst Financial BancorpCOM764$19.3K<0.1%+172+29.1%AddedHistory
AHRTAH Realty Trust, Inc.COM2,754$19.3K<0.1%−30−1.1%ReducedHistory
SFDSmithfield Foods IncCOM823$19.3K<0.1%+590+253.2%AddedHistory
HNIHni CorpStock413$19.3K<0.1%−54−11.6%ReducedHistory
RLJRLJ Lodging TrustCOM2,693$19.4K<0.1%−777−22.4%ReducedHistory
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.4K<0.1%00.0%Unchanged–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$19.4K<0.1%00.0%Unchanged–
NOVTNovanta IncCOM194$19.4K<0.1%+62+47.0%AddedHistory
NFBKNorthfield Bancorp, Inc.COM1,647$19.4K<0.1%+177+12.0%AddedHistory
CVGWCalavo Growers IncCOM756$19.5K<0.1%−158−17.3%ReducedHistory
PRGOPERRIGO Co plcSHS874$19.5K<0.1%−91−9.4%ReducedHistory
REZIResideo Technologies, Inc.Stock451$19.5K<0.1%−551−55.0%ReducedHistory
ZGNErmenegildo Zegna N.V.ORD SHS2,067$19.5K<0.1%+1,574+319.3%AddedHistory
FFICFlushing Financial CorpCOM1,415$19.5K<0.1%+362+34.4%AddedHistory
CHYMChime Financial, Inc.COM SHS CL A970$19.6K<0.1%00.0%UnchangedHistory
BANDBandwidth Inc.COM CL A1,176$19.6K<0.1%−181−13.3%ReducedHistory
VREVeris Residential, Inc.COM1,290$19.6K<0.1%00.0%UnchangedHistory
TRSTrimas CorpCOM NEW508$19.6K<0.1%−76−13.0%ReducedHistory
RMRRMR Group Inc.CL A1,248$19.6K<0.1%+17+1.4%AddedHistory
FPIFarmland Partners Inc.COM1,806$19.6K<0.1%+173+10.6%AddedHistory
CARECarter Bankshares, Inc.COM NEW1,015$19.7K<0.1%00.0%UnchangedHistory
JOYYJOYY Inc.ADS REPSTG COM A337$19.8K<0.1%−27−7.4%ReducedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$19.8K<0.1%00.0%Unchanged–
SXCSunCoke Energy, Inc.COM2,425$19.8K<0.1%−567−19.0%ReducedHistory
CTBICommunity Trust Bancorp IncCOM354$19.8K<0.1%+22+6.6%AddedHistory
OPLNOPENLANE, Inc.COM689$19.8K<0.1%−278−28.7%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF321$19.9K<0.1%00.0%Unchanged–
CRCLCircle Internet Group, Inc.COM CL A150$19.9K<0.1%00.0%UnchangedHistory
WINAWinmark CorpCOM40$19.9K<0.1%00.0%UnchangedHistory
LEGNLegend Biotech CorpSPONSORED ADS611$19.9K<0.1%−223−26.7%ReducedHistory
ATMUAtmus Filtration Technologies Inc.COM442$19.9K<0.1%+355+408.0%AddedHistory
AROWArrow Financial CorpCOM705$20.0K<0.1%+13+1.9%AddedHistory
PHARPharming Group N.V.SPON ADS1,377$20.0K<0.1%−1,602−53.8%ReducedHistory
VICRVicor CorpCOM402$20.0K<0.1%+63+18.6%AddedHistory
PCVXVaxcyte, Inc.COM557$20.1K<0.1%+49+9.6%AddedHistory
Subversive Congressional Democrats Trading ETF886364199ETF448$20.1K<0.1%+137+44.1%Added–
KTOSKratos Defense & Security Solutions, Inc.COM NEW220$20.1K<0.1%+40+22.2%AddedHistory
LEGLeggett & Platt IncStock2,265$20.1K<0.1%+128+6.0%AddedHistory
CMRECostamare Inc.SHS1,690$20.1K<0.1%−318−15.8%ReducedHistory
MTUSMetallus Inc.COM1,220$20.2K<0.1%−39−3.1%ReducedHistory
iShares Tr46429B333GNMA BOND ETF455$20.2K<0.1%00.0%Unchanged–
SNEXStoneX Group Inc.COM200$20.2K<0.1%−38−16.0%ReducedHistory
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED653$20.2K<0.1%−147−18.4%Reduced–
MANUManchester United plcORD CL A1,341$20.3K<0.1%+320+31.3%AddedHistory
PLUSEplus IncCOM286$20.3K<0.1%−43−13.1%ReducedHistory
iShares Tr464288356CALIF MUN BD ETF356$20.3K<0.1%+2+0.6%Added–
MBWMMercantile Bank CorpCOM452$20.3K<0.1%+215+90.7%AddedHistory
WGOWinnebago Industries IncCOM609$20.4K<0.1%−229−27.3%ReducedHistory
CZNCCitizens & Northern CorpCOM1,029$20.4K<0.1%−98−8.7%ReducedHistory
Expro Group Holdings N.V.N33462107COM1,720$20.4K<0.1%−80−4.4%Reduced–
NBHCNational Bank Holdings CorpCL A529$20.4K<0.1%+69+15.0%AddedHistory
LIONLionsgate Studios Corp.COM2,964$20.5K<0.1%−1,026−25.7%ReducedHistory
WisdomTree Tr97717X701EUROPE HEDGED EQ407$20.5K<0.1%00.0%Unchanged–
SCSCScansource, Inc.COM467$20.5K<0.1%+18+4.0%AddedHistory
CARTMaplebear Inc.COM563$20.7K<0.1%+138+32.5%AddedHistory
BBDBank BradescoSP ADR PFD NEW6,136$20.7K<0.1%−2,549−29.3%ReducedHistory
Metals Acquisition CorpG60409110ORD SHS1,701$20.8K<0.1%−1,105−39.4%Reduced–
TRNOTerreno Realty CorpCOM368$20.9K<0.1%−79−17.7%ReducedHistory
BCCBoise Cascade CoCOM272$21.0K<0.1%−172−38.7%ReducedHistory
MACMacerich CoCOM1,157$21.1K<0.1%−177−13.3%ReducedHistory
FROFrontline plcCOM925$21.1K<0.1%−4,827−83.9%ReducedHistory
GBXGreenbrier Companies IncStock457$21.1K<0.1%−43−8.6%ReducedHistory
BHRBBurke & Herbert Financial Services Corp.COM343$21.2K<0.1%+42+14.0%AddedHistory

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