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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
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$36.8K<0.1%00.0%Unchanged–
BNY Mellon ETF Trust09661T107US LRG CP CORE287$36.8K<0.1%+92+47.2%Added–
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$36.9K<0.1%00.0%UnchangedHistory
GPORGulfport Energy CorpCOMMON SHARES205$37.1K<0.1%−46−18.3%ReducedHistory
SKTTanger Inc.COM1,097$37.1K<0.1%+149+15.7%AddedHistory
PLNTPlanet Fitness, Inc.CL A358$37.2K<0.1%+28+8.5%AddedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK1,347$37.2K<0.1%−152−10.1%ReducedHistory
STBAS&T Bancorp IncCOM991$37.3K<0.1%+86+9.5%AddedHistory
AMBAAmbarella IncSHS452$37.3K<0.1%+36+8.7%AddedHistory
VRNTVerint Systems IncCOM1,855$37.6K<0.1%−200−9.7%ReducedHistory
FEDUFour Seasons Education (Cayman) Inc.ADR2,627$37.7K<0.1%+553+26.7%AddedHistory
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR811$37.8K<0.1%+48+6.3%Added–
FGF&G Annuities & Life, Inc.COMMON STOCK1,211$37.9K<0.1%+552+83.8%AddedHistory
SCSSteelcase IncCL A2,209$38.0K<0.1%−1,337−37.7%ReducedHistory
RRXRegal Rexnord CorpCOM265$38.0K<0.1%+79+42.5%AddedHistory
FBNCFirst BancorpCOM720$38.1K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A528$38.2K<0.1%+196+59.0%AddedHistory
iShares Tr464288273EAFE SML CP ETF498$38.2K<0.1%00.0%Unchanged–
CXTCrane NXT, Co.COM570$38.2K<0.1%−57−9.1%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM766$38.3K<0.1%−622−44.8%ReducedHistory
Capital Group Conservative E14020U100SHS1,275$38.4K<0.1%+1,275New–
VENUVenu Holding CorpCOM3,001$38.4K<0.1%+2,000+199.8%AddedHistory
INDBIndependent Bank CorpCOM559$38.7K<0.1%+9+1.6%AddedHistory
DTDynatrace, Inc.Stock799$38.7K<0.1%+139+21.1%AddedHistory
KOPNKopin CorpCOM15,933$38.7K<0.1%−2,567−13.9%ReducedHistory
PLBCPlumas BancorpCOM898$38.7K<0.1%+896+44,800.0%AddedHistory
ACMAecomCOM297$38.8K<0.1%−1−0.3%ReducedHistory
WFRDWeatherford International plcORD SHS567$38.8K<0.1%+11+2.0%AddedHistory
MCWMister Car Wash, Inc.COM7,280$38.8K<0.1%+242+3.4%AddedHistory
CWENClearway Energy, Inc.CL C1,376$38.9K<0.1%+615+80.8%AddedHistory
RLIRli CorpCOM596$38.9K<0.1%−963−61.8%ReducedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$38.9K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072364INTERNATIONAL LR577$38.9K<0.1%−63−9.8%Reduced–
GTYGetty Realty CorpCOM1,453$39.0K<0.1%+265+22.3%AddedHistory
UVVUniversal CorpCOM698$39.0K<0.1%−21−2.9%ReducedHistory
IVTInvenTrust Properties Corp.COM NEW1,364$39.0K<0.1%−5−0.4%ReducedHistory
INFAInformatica Inc.COM CL A1,574$39.1K<0.1%+705+81.1%AddedHistory
ALABAstera Labs, Inc.Stock200$39.2K<0.1%+44+28.2%AddedHistory
LZLegalzoom.com, Inc.COM3,776$39.2K<0.1%−788−17.3%ReducedHistory
FERFerrovial N.V.ORD SHS671$39.3K<0.1%+364+118.6%AddedHistory
LPGDorian LPG Ltd.SHS USD1,321$39.4K<0.1%−331−20.0%ReducedHistory
OIIOceaneering International IncStock1,590$39.4K<0.1%+148+10.3%AddedHistory
AALAmerican Airlines Group Inc.Stock3,510$39.5K<0.1%+121+3.6%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF1,707$39.5K<0.1%−1,354−44.2%Reduced–
SXTSensient Technologies CorpCOM421$39.5K<0.1%−54−11.4%ReducedHistory
KBRKBR, Inc.COM836$39.5K<0.1%+229+37.7%AddedHistory
PLOWDouglas Dynamics, IncCOM1,266$39.6K<0.1%+583+85.4%AddedHistory
PBIPitney Bowes IncCOM3,472$39.6K<0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock809$39.6K<0.1%−522−39.2%ReducedHistory
VFCV F CorpStock2,748$39.7K<0.1%+1,027+59.7%AddedHistory
MIDDMIDDLEBY CorpCOM299$39.7K<0.1%−28−8.6%ReducedHistory
PAASPan American Silver CorpStock1,028$39.8K<0.1%+497+93.6%AddedHistory
PAMPampa Energy Inc.SPONS ADR LVL I663$39.8K<0.1%−229−25.7%ReducedHistory
Victory Portfolios II92647N766VCSHS US 500 VOL438$39.8K<0.1%+1+0.2%Added–
iShares Core High Dividend ETF46429B663ETF326$39.9K<0.1%00.0%Unchanged–
UNFIUnited Natural Foods IncCOM1,061$39.9K<0.1%−271−20.3%ReducedHistory
ELMEElme CommunitiesSH BEN INT2,369$39.9K<0.1%−866−26.8%ReducedHistory
USPHU S Physical Therapy IncCOM471$40.0K<0.1%+192+68.8%AddedHistory
SVMSilvercorp Metals IncCOM6,333$40.0K<0.1%+3,929+163.4%AddedHistory
BCHBank of ChileSPONSORED ADS1,322$40.1K<0.1%−182−12.1%ReducedHistory
FBPFirst BancorpCOM NEW1,817$40.1K<0.1%−56−3.0%ReducedHistory
SLGSL Green Realty CorpCOM670$40.1K<0.1%−118−15.0%ReducedHistory
HTOH2O AmericaCOM823$40.1K<0.1%+289+54.1%AddedHistory
SAFTSafety Insurance Group IncCOM567$40.1K<0.1%+71+14.3%AddedHistory
Copel-ADR20441B605ADR4,095$40.1K<0.1%−223−5.2%Reduced–
CMPRCIMPRESS plcSHS EURO639$40.3K<0.1%+118+22.6%AddedHistory
RUNSunrun Inc.COM2,330$40.3K<0.1%−184−7.3%ReducedHistory
PEOAdams Natural Resources Fund, Inc.COM1,873$40.3K<0.1%00.0%UnchangedHistory
JJSFJ&J Snack Foods CorpCOM420$40.4K<0.1%+69+19.7%AddedHistory
AXAxos Financial, Inc.COM477$40.4K<0.1%+31+7.0%AddedHistory
NWLNewell Brands Inc.Stock7,743$40.6K<0.1%−4,187−35.1%ReducedHistory
AAONAaon, Inc.COM PAR $0.004435$40.6K<0.1%+101+30.2%AddedHistory
HSIIHeidrick & Struggles International IncCOM819$40.8K<0.1%+141+20.8%AddedHistory
MSAMSA Safety IncCOM237$40.8K<0.1%+39+19.7%AddedHistory
PENPenumbra IncCOM161$40.8K<0.1%−111−40.8%ReducedHistory
MOG.AMoog Inc.CL A197$40.9K<0.1%−33−14.3%ReducedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX371$41.0K<0.1%−152−29.1%Reduced–
MLRMiller Industries IncCOM NEW1,016$41.1K<0.1%+192+23.3%AddedHistory
CWTCalifornia Water Service GroupCOM898$41.2K<0.1%+201+28.8%AddedHistory
AESAES CorpStock3,141$41.3K<0.1%−1,609−33.9%ReducedHistory
YETIYETI Holdings, Inc.COM1,246$41.3K<0.1%+34+2.8%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM887$41.3K<0.1%+460+107.7%AddedHistory
CENTACentral Garden & Pet CoCL A NON-VTG1,401$41.4K<0.1%+400+40.0%AddedHistory
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$41.4K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A1,185$41.5K<0.1%+120+11.3%AddedHistory
LKFNLakeland Financial CorpCOM647$41.5K<0.1%+17+2.7%AddedHistory
HNRGHallador Energy CoStock2,124$41.6K<0.1%−6−0.3%ReducedHistory
iShares Tr464289867CORE 60 BALA ETF646$41.6K<0.1%−156−19.5%Reduced–
ACMRACM Research, Inc.Stock1,064$41.6K<0.1%−229−17.7%ReducedHistory
GFFGriffon CorpCOM548$41.7K<0.1%−24−4.2%ReducedHistory
NWNNorthwest Natural Holding CoCOM932$41.9K<0.1%+125+15.5%AddedHistory
RKTRocket Companies, Inc.Stock2,161$41.9K<0.1%+1,329+159.7%AddedHistory
LBRTLiberty Energy Inc.COM CL A3,399$41.9K<0.1%−2,433−41.7%ReducedHistory
VSATViasat IncCOM1,433$42.0K<0.1%−27−1.8%ReducedHistory
CBZCBIZ, Inc.COM793$42.0K<0.1%+71+9.8%AddedHistory
CCDCalamos Dynamic Convertible & Income FundCOM2,000$42.1K<0.1%00.0%UnchangedHistory
TDWTidewater IncCOM791$42.2K<0.1%−203−20.4%ReducedHistory
VISNVistance Networks, Inc.COM2,728$42.2K<0.1%+356+15.0%AddedHistory
WIXWix.com Ltd.SHS238$42.3K<0.1%+26+12.3%AddedHistory
MGYMagnolia Oil & Gas CorpCL A1,772$42.3K<0.1%+386+27.8%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