Skip to main content
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
Clearway Energy, Inc.18539C105CL A906$24.4K<0.1%−46−4.8%Reduced–
LNTHLantheus Holdings, Inc.Stock476$24.4K<0.1%−589−55.3%ReducedHistory
SMPLSimply Good Foods CoCOM984$24.4K<0.1%+17+1.8%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US326$24.4K<0.1%−55−14.4%Reduced–
BATRAAtlanta Braves Holdings, Inc.COM SER A538$24.5K<0.1%+25+4.9%AddedHistory
MGEEMge Energy IncCOM291$24.5K<0.1%−9−3.0%ReducedHistory
CHEFChefs' Warehouse, Inc.COM420$24.5K<0.1%+77+22.4%AddedHistory
RUSHBRush Enterprises IncCL B427$24.5K<0.1%+167+64.2%AddedHistory
TENBTenable Holdings, Inc.COM841$24.5K<0.1%+354+72.7%AddedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C591$24.6K<0.1%−106−15.2%ReducedHistory
MEIMethode Electronics IncCOM3,259$24.6K<0.1%+170+5.5%AddedHistory
BCPCBalchem CorpCOM164$24.6K<0.1%−61−27.1%ReducedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP511$24.7K<0.1%00.0%Unchanged–
MTNVail Resorts IncCOM165$24.7K<0.1%−9−5.2%ReducedHistory
NBTBNBT Bancorp IncCOM592$24.7K<0.1%−54−8.4%ReducedHistory
DCOMDime Commercial Bancshares, Inc.COM829$24.7K<0.1%−71−7.9%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF246$24.8K<0.1%−2,421−90.8%Reduced–
CABOCable One, Inc.COM140$24.8K<0.1%+90+180.0%AddedHistory
APPNAppian CorpCL A811$24.8K<0.1%+599+282.5%AddedHistory
CWHCamping World Holdings, Inc.CL A1,572$24.8K<0.1%+455+40.7%AddedHistory
JAMFJamf Holding Corp.COM2,320$24.8K<0.1%+152+7.0%AddedHistory
TCBKTrico BancsharesCOM559$24.8K<0.1%−5−0.9%ReducedHistory
WAVEEco Wave Power Global AB (publ)SPONSORED ADS2,911$24.9K<0.1%+176+6.4%AddedHistory
EQBKEquity Bancshares IncCOM CL A612$24.9K<0.1%+25+4.3%AddedHistory
CLDTChatham Lodging TrustCOM3,715$24.9K<0.1%+384+11.5%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A89$25.0K<0.1%+23+34.8%AddedHistory
PCHPotlatchdeltic CorpCOM613$25.0K<0.1%+29+5.0%AddedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$25.0K<0.1%+1+0.3%Added–
MNDYmonday.com Ltd.SHS129$25.0K<0.1%−21−14.0%ReducedHistory
GRBKGreen Brick Partners, Inc.COM339$25.0K<0.1%00.0%UnchangedHistory
Global X FDS37960A529DEFENSE TECH ETF357$25.1K<0.1%+334+1,452.2%Added–
RAMPLiveRamp Holdings, Inc.COM924$25.1K<0.1%+120+14.9%AddedHistory
BWXTBWX Technologies, Inc.COM136$25.1K<0.1%+17+14.3%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM1,019$25.2K<0.1%−385−27.4%ReducedHistory
UCTTUltra Clean Holdings, Inc.COM926$25.2K<0.1%+554+148.9%AddedHistory
CIBGrupo Cibest S.A.SPON ADS486$25.2K<0.1%+20+4.3%AddedHistory
ACADAcadia Pharmaceuticals IncCOM1,183$25.2K<0.1%+215+22.2%AddedHistory
ALDXAldeyra Therapeutics, Inc.COM4,840$25.3K<0.1%+291+6.4%AddedHistory
SMGScotts Miracle-Gro CoStock444$25.3K<0.1%−83−15.7%ReducedHistory
DEAEasterly Government Properties, Inc.COM SHS1,103$25.3K<0.1%−27−2.4%ReducedHistory
BBWBuild-A-Bear Workshop IncCOM388$25.3K<0.1%+56+16.9%AddedHistory
CMBTCmb.tech NVSHS2,695$25.3K<0.1%+806+42.7%AddedHistory
BTGB2GOLD CorpCOM5,113$25.3K<0.1%+1,679+48.9%AddedHistory
GLBEGlobal-E Online Ltd.SHS708$25.3K<0.1%+49+7.4%AddedHistory
WHDCactus, Inc.CL A642$25.3K<0.1%+259+67.6%AddedHistory
Dimensional ETF Trust25434V633CALIF MUN BD ETF509$25.3K<0.1%+4+0.8%Added–
WMSAdvanced Drainage Systems, Inc.COM183$25.4K<0.1%+9+5.2%AddedHistory
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD255$25.4K<0.1%+2+0.8%Added–
MSGSMadison Square Garden Sports Corp.CL A112$25.4K<0.1%+20+21.7%AddedHistory
CCUUnited Breweries Co IncSPONSORED ADR2,109$25.6K<0.1%−1,124−34.8%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z910$25.6K<0.1%+43+5.0%AddedHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM377$25.6K<0.1%−1−0.3%Reduced–
LIVNLivaNova PLCSHS489$25.6K<0.1%−214−30.4%ReducedHistory
SDRLSEADRILL LtdCOM848$25.6K<0.1%−756−47.1%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A348$25.6K<0.1%+97+38.6%AddedHistory
IBPInstalled Building Products, Inc.COM104$25.7K<0.1%+1+1.0%AddedHistory
ALHCAlignment Healthcare, Inc.COM1,471$25.7K<0.1%+585+66.0%AddedHistory
NOMDNomad Foods LtdUSD ORD SHS1,953$25.7K<0.1%+43+2.3%AddedHistory
EFOREverforth IncCOM543$25.7K<0.1%+250+85.3%AddedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS2,411$25.7K<0.1%00.0%UnchangedHistory
LTCLTC Properties IncREIT698$25.7K<0.1%+27+4.0%AddedHistory
PNNTPennantpark Investment CorpCOM3,838$25.8K<0.1%+143+3.9%AddedHistory
IRTIndependence Realty Trust, Inc.COM1,577$25.8K<0.1%+261+19.8%AddedHistory
SENEASeneca Foods CorpCL A240$25.9K<0.1%−113−32.0%ReducedHistory
Townebank Portsmouth Va89214P109COM751$26.0K<0.1%−2−0.3%Reduced–
HASIHA Sustainable Infrastructure Capital, Inc.COM846$26.0K<0.1%+92+12.2%AddedHistory
QNSTQuinstreet, IncCOM1,687$26.1K<0.1%+652+63.0%AddedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,418$26.1K<0.1%+97+7.3%AddedHistory
TFINTriumph Financial, Inc.COM522$26.1K<0.1%+209+66.8%AddedHistory
WRLDWorld Acceptance CorpCOM155$26.2K<0.1%+20+14.8%AddedHistory
ICLRIcon PLCCOM150$26.3K<0.1%+61+68.5%AddedHistory
STKLSunOpta Inc.COM4,490$26.3K<0.1%−12−0.3%ReducedHistory
HOGHarley-Davidson, Inc.COM944$26.3K<0.1%+549+139.0%AddedHistory
GMEDGlobus Medical IncStock460$26.3K<0.1%−2−0.4%ReducedHistory
ASTEAstec Industries IncCOM549$26.4K<0.1%+26+5.0%AddedHistory
KELYAKelly Services IncCL A2,015$26.4K<0.1%+1,135+129.0%AddedHistory
ENREnergizer Holdings, Inc.COM1,064$26.5K<0.1%+405+61.5%AddedHistory
PDPagerDuty, Inc.COM1,605$26.5K<0.1%+1,149+252.0%AddedHistory
ZZillow Group, Inc.CL C CAP STK345$26.6K<0.1%−9−2.5%ReducedHistory
BLBDBlue Bird CorpCOM462$26.6K<0.1%+44+10.5%AddedHistory
NOGNorthern Oil & Gas, Inc.COM1,073$26.6K<0.1%−441−29.1%ReducedHistory
REVGREV Group, Inc.COM470$26.6K<0.1%+5+1.1%AddedHistory
YORWYork Water CoCOM877$26.7K<0.1%+117+15.4%AddedHistory
FUSBFirst US Bancshares, Inc.COM2,161$26.7K<0.1%00.0%UnchangedHistory
NICENICE Ltd.SPONSORED ADR185$26.8K<0.1%+30+19.4%AddedHistory
NSSCNapco Security Technologies, IncStock625$26.8K<0.1%+7+1.1%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM216$26.9K<0.1%+93+75.6%AddedHistory
AVTRAvantor, Inc.COM2,156$26.9K<0.1%−31−1.4%ReducedHistory
RPCRidgepost Capital, Inc.CL A COM2,474$26.9K<0.1%+939+61.2%AddedHistory
HOMBHome Bancshares IncCOM955$27.0K<0.1%+253+36.0%AddedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$27.1K<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM167$27.2K<0.1%+131+363.9%AddedHistory
STRLSterling Infrastructure, Inc.COM80$27.2K<0.1%−1−1.2%ReducedHistory
MGAMagna International IncCOM574$27.2K<0.1%+78+15.7%AddedHistory
TTITetra Technologies IncCOM4,731$27.2K<0.1%+571+13.7%AddedHistory
CRKComstock Resources IncCOM1,372$27.2K<0.1%−1,453−51.4%ReducedHistory
CVBFCVB Financial CorpCOM1,440$27.2K<0.1%+118+8.9%AddedHistory
SLVMSylvamo CorpCOMMON STOCK616$27.2K<0.1%−366−37.3%ReducedHistory
KFRCKforce IncCOM910$27.3K<0.1%+492+117.7%AddedHistory
TECHBIO-TECHNE CorpCOM492$27.4K<0.1%−181−26.9%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