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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
AEOAmerican Eagle Outfitters IncCOM1,238$21.2K<0.1%+294+31.1%AddedHistory
SRPTSarepta Therapeutics, Inc.COM1,105$21.3K<0.1%+1,091+7,792.9%AddedHistory
NATLNCR Atleos CorpCOM SHS544$21.4K<0.1%+85+18.5%AddedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF620$21.4K<0.1%00.0%Unchanged–
IAGIamgold CorpCOM1,656$21.4K<0.1%+518+45.5%AddedHistory
iShares Tips Bond ETF464287176ETF193$21.4K<0.1%−50−20.6%Reduced–
HEHawaiian Electric Industries IncCOM1,945$21.5K<0.1%+51+2.7%AddedHistory
BTUPeabody Energy CorpCOM810$21.5K<0.1%−20−2.4%ReducedHistory
CCBGCapital City Bank Group IncCOM514$21.5K<0.1%+3+0.6%AddedHistory
WisdomTree Tr97717W703INTL EQUITY FD325$21.5K<0.1%00.0%Unchanged–
Sprott ETF Trust85210B201JR GOLD MINERS E300$21.5K<0.1%00.0%Unchanged–
Sapiens Intl Corp N VG7T16G103SHS501$21.5K<0.1%+227+82.8%Added–
MAXMediaAlpha, Inc.CL A1,894$21.6K<0.1%+542+40.1%AddedHistory
KSSKOHLS CorpStock1,403$21.6K<0.1%−24−1.7%ReducedHistory
HRTGHeritage Insurance Holdings, Inc.COM859$21.6K<0.1%−65−7.0%ReducedHistory
CRAICra International, Inc.COM104$21.7K<0.1%+34+48.6%AddedHistory
BHVNBiohaven Ltd.COM1,448$21.7K<0.1%+1,371+1,780.5%AddedHistory
CMPXCompass Therapeutics, Inc.COM6,229$21.8K<0.1%00.0%UnchangedHistory
CVICVR Energy IncCOM598$21.8K<0.1%−53−8.1%ReducedHistory
NMRKNewmark Group, Inc.CL A1,171$21.8K<0.1%−56−4.6%ReducedHistory
EIGEmployers Holdings, Inc.COM515$21.9K<0.1%+138+36.6%AddedHistory
GXOGXO Logistics, Inc.Stock414$21.9K<0.1%+20+5.1%AddedHistory
SMSM Energy CoCOM877$21.9K<0.1%−551−38.6%ReducedHistory
VTOLBristow Group Inc.COM607$21.9K<0.1%+141+30.3%AddedHistory
DXCDXC Technology CoStock1,607$21.9K<0.1%−130−7.5%ReducedHistory
AVNTAvient CorpCOM668$22.0K<0.1%+167+33.3%AddedHistory
COE51Talk Online Education GroupSPONSORED ADR498$22.0K<0.1%−22−4.2%ReducedHistory
ONTOnterris, Inc.COM803$22.1K<0.1%−70−8.0%ReducedHistory
CSWCSW Industrials, Inc.COM91$22.1K<0.1%+1+1.1%AddedHistory
EVEREverQuote, Inc.COM CL A966$22.1K<0.1%−21−2.1%ReducedHistory
STVNStevanato Group S.p.A.ORD SHS858$22.1K<0.1%+182+26.9%AddedHistory
CZRCaesars Entertainment, Inc.COM819$22.1K<0.1%+303+58.7%AddedHistory
GLUEMonte Rosa Therapeutics, Inc.COM2,987$22.1K<0.1%−287−8.8%ReducedHistory
JBLUJetBlue Airways CorpCOM4,516$22.2K<0.1%+2,726+152.3%AddedHistory
TPBTurning Point Brands, Inc.COM225$22.2K<0.1%00.0%UnchangedHistory
VEONVEON Ltd.SPONSORED ADS409$22.3K<0.1%−1−0.2%ReducedHistory
MOBMobilicom LtdSPON ADS2,399$22.3K<0.1%+21+0.9%AddedHistory
HSICHenry Schein IncCOM337$22.4K<0.1%+26+8.4%AddedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF680$22.4K<0.1%−20−2.9%Reduced–
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,070$22.4K<0.1%−125−10.5%ReducedHistory
TEXTerex CorpStock437$22.4K<0.1%−153−25.9%ReducedHistory
ARDCAres Dynamic Credit Allocation Fund, Inc.COM1,595$22.4K<0.1%+538+50.9%AddedHistory
FLGFlagstar Bank, National AssociationStock1,944$22.5K<0.1%+90+4.9%AddedHistory
NPKINPK International Inc.COM SHS1,988$22.5K<0.1%−1,034−34.2%ReducedHistory
EICEagle Point Income CoCOM1,671$22.5K<0.1%+601+56.2%AddedHistory
QDELQuidelOrtho CorpCOM764$22.5K<0.1%−2,466−76.3%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A556$22.5K<0.1%−8−1.4%ReducedHistory
BLFYBlue Foundry BancorpCOM2,481$22.6K<0.1%+2,480+248,000.0%AddedHistory
PJTPJT Partners Inc.COM CL A127$22.6K<0.1%−3−2.3%ReducedHistory
DEIDouglas Emmett IncCOM1,452$22.6K<0.1%−242−14.3%ReducedHistory
CWSTCasella Waste Systems IncCL A239$22.7K<0.1%−46−16.1%ReducedHistory
DANDANA IncCOM1,135$22.7K<0.1%−49−4.1%ReducedHistory
SFLSFL Corp Ltd.SHS3,027$22.8K<0.1%−290−8.7%ReducedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A587$22.8K<0.1%−324−35.6%ReducedHistory
TPCTutor Perini CorpCOM348$22.8K<0.1%+77+28.4%AddedHistory
GNLGlobal Net Lease, Inc.COM NEW2,813$22.9K<0.1%+116+4.3%AddedHistory
LEN.BLennar CorpCL B191$22.9K<0.1%+2+1.1%AddedHistory
MDPediatrix Medical Group, Inc.COM1,370$22.9K<0.1%−14−1.0%ReducedHistory
FLNCFluence Energy, Inc.COM CL A2,126$23.0K<0.1%+178+9.1%AddedHistory
CATYCathay General BancorpCOM482$23.1K<0.1%−24−4.7%ReducedHistory
QSRRestaurant Brands International Inc.COM361$23.2K<0.1%+131+57.0%AddedHistory
WLFCWillis Lease Finance CorpCOM169$23.2K<0.1%−208−55.2%ReducedHistory
UEUrban Edge PropertiesCOM1,133$23.2K<0.1%−189−14.3%ReducedHistory
ONONOn Holding AGStock548$23.2K<0.1%−21−3.7%ReducedHistory
PSTLPostal Realty Trust, Inc.CL A1,481$23.2K<0.1%+242+19.5%AddedHistory
TFSLTFS Financial CORPCOM1,774$23.4K<0.1%+19+1.1%AddedHistory
SONOSonos IncCOM1,485$23.5K<0.1%+154+11.6%AddedHistory
PACPacific Airport GroupSPON ADS B99$23.5K<0.1%−13−11.6%ReducedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG1,091$23.5K<0.1%+1,091New–
KIOKKR Income Opportunities FundCOM1,868$23.5K<0.1%+633+51.3%AddedHistory
STELStellar Bancorp, Inc.COM776$23.5K<0.1%+25+3.3%AddedHistory
JBSSSanfilippo John B & Son IncCOM367$23.6K<0.1%−48−11.6%ReducedHistory
CNOBConnectOne Bancorp, Inc.COM951$23.6K<0.1%+112+13.3%AddedHistory
SCLStepan CoCOM495$23.6K<0.1%−26−5.0%ReducedHistory
HGHamilton Insurance Group, Ltd.CL B953$23.6K<0.1%−162−14.5%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW1,627$23.7K<0.1%−22−1.3%ReducedHistory
STNEStoneCo Ltd.COM1,251$23.7K<0.1%+128+11.4%AddedHistory
SBHSally Beauty Holdings, Inc.COM1,455$23.7K<0.1%−81−5.3%ReducedHistory
MYEMyers Industries IncCOM1,399$23.7K<0.1%−501−26.4%ReducedHistory
LXFRLuxfer Holdings PLCSHS1,708$23.7K<0.1%+129+8.2%AddedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S350$23.8K<0.1%00.0%Unchanged–
BBIOBridgeBio Pharma, Inc.COM458$23.8K<0.1%−14−3.0%ReducedHistory
IPIIntrepid Potash, Inc.COM778$23.8K<0.1%−41−5.0%ReducedHistory
VNOMViper Energy, Inc.CL A624$23.8K<0.1%+323+107.3%AddedHistory
IESCIES Holdings, Inc.COM60$23.9K<0.1%−2−3.2%ReducedHistory
New Gold Inc Cda644535106COM3,323$23.9K<0.1%−590−15.1%Reduced–
CSGSCSG Systems International IncCOM371$23.9K<0.1%+71+23.7%AddedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B556$23.9K<0.1%−127−18.6%ReducedHistory
JOEST JOE CoCOM486$24.0K<0.1%−166−25.5%ReducedHistory
STSensata Technologies Holding plcSHS787$24.0K<0.1%−391−33.2%ReducedHistory
HBIHanesbrands Inc.COM3,651$24.1K<0.1%+449+14.0%AddedHistory
PEBOPeoples Bancorp IncCOM805$24.1K<0.1%+120+17.5%AddedHistory
BANCBanc of California, Inc.COM1,459$24.1K<0.1%−15−1.0%ReducedHistory
ARLPAlliance Resource Partners LPStock956$24.2K<0.1%+22+2.4%AddedHistory
Pacer FDS Tr69374H865EMRG MKT CASH990$24.2K<0.1%+11+1.1%Added–
CCCCCC Intelligent Solutions Holdings Inc.COM2,659$24.2K<0.1%+1,192+81.3%AddedHistory
KMTKennametal IncCOM1,158$24.2K<0.1%+550+90.5%AddedHistory
LILi Auto Inc.SPONSORED ADS957$24.3K<0.1%−177−15.6%ReducedHistory
MOFGMidWestOne Financial Group, Inc.COM858$24.3K<0.1%+456+113.4%AddedHistory
WESTWestrock Coffee CoCOM5,002$24.3K<0.1%−1,212−19.5%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