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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
CECelanese CorpStock1,005$42.3K<0.1%−271−21.2%ReducedHistory
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,455$42.4K<0.1%−228−13.5%Reduced–
UFCSUnited Fire Group IncCOM1,397$42.5K<0.1%−173−11.0%ReducedHistory
MTRNMATERION CorpCOM352$42.5K<0.1%+4+1.1%AddedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$42.6K<0.1%00.0%Unchanged–
iShares Tr464287762US HLTHCARE ETF726$42.6K<0.1%−22−2.9%Reduced–
HTHHilltop Holdings Inc.COM1,277$42.7K<0.1%+202+18.8%AddedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF846$42.7K<0.1%−176−17.2%Reduced–
SWXSouthwest Gas Holdings, Inc.COM545$42.7K<0.1%+105+23.9%AddedHistory
Unified Ser Tr90470L444ONEASCENT INTL1,065$42.8K<0.1%+56+5.6%Added–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,218$42.9K<0.1%−266−17.9%Reduced–
CBUCommunity Financial System, Inc.COM732$42.9K<0.1%−49−6.3%ReducedHistory
VNETVNET Group, Inc.SPONSORED ADS A4,157$42.9K<0.1%00.0%UnchangedHistory
Vanguard Industrials ETF92204A603ETF145$43.0K<0.1%00.0%Unchanged–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,020$43.0K<0.1%−22−2.1%Reduced–
FCNFti Consulting, IncCOM266$43.0K<0.1%−28−9.5%ReducedHistory
AAMIAcadian Asset Management Inc.COM895$43.1K<0.1%+27+3.1%AddedHistory
AXSMAxsome Therapeutics, Inc.COM355$43.1K<0.1%+41+13.1%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS564$43.1K<0.1%+145+34.6%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS3,330$43.2K<0.1%−550−14.2%ReducedHistory
ARRArmour Residential REIT, Inc.COM SHS2,893$43.2K<0.1%+1,583+120.8%AddedHistory
ATROAstronics CorpCOM949$43.3K<0.1%+55+6.2%AddedHistory
MDUMdu Resources Group IncStock2,434$43.4K<0.1%−74−3.0%ReducedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A8,905$43.5K<0.1%+1,625+22.3%AddedHistory
CTRECareTrust REIT, Inc.COM1,254$43.5K<0.1%+130+11.6%AddedHistory
IDCCInterDigital, Inc.COM126$43.5K<0.1%−12−8.7%ReducedHistory
Unified Ser Tr90470L519ONEA CORE BD ETF1,888$43.5K<0.1%+1,888New–
ASNDAscendis Pharma A/SSPONSORED ADR219$43.5K<0.1%+8+3.8%AddedHistory
UMBFUmb Financial CorpCOM372$44.0K<0.1%−33−8.1%ReducedHistory
HCCWarrior Met Coal, Inc.COM692$44.0K<0.1%+10+1.5%AddedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP1,206$44.1K<0.1%+2+0.2%Added–
KNSLKinsale Capital Group, Inc.Stock104$44.2K<0.1%+2+2.0%AddedHistory
KGSKodiak Gas Services, Inc.COM1,198$44.3K<0.1%−35−2.8%ReducedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,924$44.4K<0.1%−313−14.0%Reduced–
UBSIUnited Bankshares IncCOM1,200$44.7K<0.1%+25+2.1%AddedHistory
BRYBerry Corp (bry)COM11,844$44.8K<0.1%−3,017−20.3%ReducedHistory
UNFUnifirst CorpCOM268$44.8K<0.1%+115+75.2%AddedHistory
HMNHorace Mann Educators CorpCOM993$44.9K<0.1%+84+9.2%AddedHistory
EFSCEnterprise Financial Services CorpCOM775$44.9K<0.1%+137+21.5%AddedHistory
TDSTelephone & Data Systems IncCOM NEW1,146$45.0K<0.1%−165−12.6%ReducedHistory
SSentinelOne, Inc.CL A2,559$45.1K<0.1%−1,699−39.9%ReducedHistory
FISIFinancial Institutions IncCOM1,658$45.1K<0.1%−80−4.6%ReducedHistory
MVTBlackRock Munivest Fund II, Inc.COM4,250$45.2K<0.1%00.0%UnchangedHistory
FDSFactset Research Systems IncStock158$45.3K<0.1%+20+14.5%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,589$45.7K<0.1%−213−11.8%ReducedHistory
KNFKnife River CorpStock595$45.7K<0.1%−17−2.8%ReducedHistory
IOSPInnospec Inc.COM593$45.8K<0.1%+64+12.1%AddedHistory
MHOM/I Homes, Inc.COM317$45.8K<0.1%+33+11.6%AddedHistory
BRXBrixmor Property Group Inc.COM1,655$45.8K<0.1%−180−9.8%ReducedHistory
UFPIUfp Industries IncCOM490$45.8K<0.1%−54−9.9%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF444$45.9K<0.1%+8+1.8%Added–
TILEInterface IncCOM1,588$46.0K<0.1%−79−4.7%ReducedHistory
ICLICL Group Ltd.SHS7,349$46.0K<0.1%+788+12.0%AddedHistory
KBHKB HomeCOM725$46.1K<0.1%−1,805−71.3%ReducedHistory
VOYAVoya Financial, Inc.COM617$46.2K<0.1%+66+12.0%AddedHistory
HGVHilton Grand Vacations Inc.COM1,109$46.4K<0.1%+468+73.0%AddedHistory
AATAmerican Assets Trust, Inc.COM2,289$46.5K<0.1%+585+34.3%AddedHistory
RUSHARush Enterprises IncCL A871$46.6K<0.1%+90+11.5%AddedHistory
DOCSDoximity, Inc.CL A637$46.6K<0.1%+114+21.8%AddedHistory
NICNicolet Bankshares IncCOM347$46.7K<0.1%+145+71.8%AddedHistory
RGRSturm Ruger & Co IncStock1,079$46.9K<0.1%−489−31.2%ReducedHistory
HBMHudbay Minerals Inc.COM3,094$46.9K<0.1%−214−6.5%ReducedHistory
DVDoubleVerify Holdings, Inc.COM3,921$47.0K<0.1%−714−15.4%ReducedHistory
RDYDr Reddys Laboratories LtdADR3,365$47.0K<0.1%+265+8.5%AddedHistory
XMTRXometry, Inc.CLASS A COM866$47.2K<0.1%−9−1.0%ReducedHistory
TIMBTim S.A.SPONSORED ADR2,115$47.2K<0.1%+55+2.7%AddedHistory
BBNXBeta Bionics, Inc.COM2,377$47.2K<0.1%+1,594+203.6%AddedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B2,255$47.4K<0.1%+152+7.2%AddedHistory
NTRNutrien Ltd.COM807$47.4K<0.1%+136+20.3%AddedHistory
UUnity Software Inc.COM1,187$47.5K<0.1%+533+81.5%AddedHistory
FBINFortune Brands Innovations, Inc.COM891$47.6K<0.1%+364+69.1%AddedHistory
CVLTCommvault Systems IncCOM252$47.6K<0.1%−19−7.0%ReducedHistory
RBCRBC Bearings INCCOM122$47.6K<0.1%+26+27.1%AddedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD22,567$47.6K<0.1%−1,081−4.6%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF532$47.7K<0.1%+41+8.4%Added–
MIRMirion Technologies, Inc.COM CL A2,056$47.8K<0.1%+414+25.2%AddedHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$47.9K<0.1%00.0%UnchangedHistory
MURMurphy Oil CorpCOM1,689$48.0K<0.1%−2,113−55.6%ReducedHistory
SOLVSolventum CorpStock659$48.1K<0.1%+62+10.4%AddedHistory
CRLCharles River Laboratories International, Inc.COM308$48.2K<0.1%+104+51.0%AddedHistory
WTIW&T Offshore IncCOM26,502$48.2K<0.1%−801−2.9%ReducedHistory
FSMFortuna Mining Corp.Stock5,402$48.4K<0.1%+589+12.2%AddedHistory
MSMMSC Industrial Direct Co IncCL A526$48.5K<0.1%−50−8.7%ReducedHistory
TSEMTower Semiconductor LtdSHS NEW671$48.5K<0.1%+18+2.8%AddedHistory
VTRSViatris IncStock4,903$48.5K<0.1%+1,539+45.7%AddedHistory
VanEck ETF Trust92189F411BDC INCOME ETF3,250$48.6K<0.1%+3,250New–
OISOil States International, IncCOM8,013$48.6K<0.1%+1,137+16.5%AddedHistory
CIGIColliers International Group Inc.SUB VTG SHS311$48.6K<0.1%+8+2.6%AddedHistory
BOKFBok Financial CorpCOM NEW436$48.6K<0.1%−64−12.8%ReducedHistory
CMCCommercial Metals CoStock849$48.6K<0.1%−701−45.2%ReducedHistory
NNINelnet IncCL A388$48.6K<0.1%−153−28.3%ReducedHistory
PATHUiPath, Inc.Stock3,639$48.7K<0.1%−13,197−78.4%ReducedHistory
TKRTimken CoCOM648$48.7K<0.1%−71−9.9%ReducedHistory
TWTradeweb Markets Inc.Stock439$48.7K<0.1%−661−60.1%ReducedHistory
TTEKTetra Tech IncCOM1,463$48.8K<0.1%−392−21.1%ReducedHistory
WABCWestamerica BancorporationCOM977$48.8K<0.1%+123+14.4%AddedHistory
CYTKCytokinetics IncCOM NEW889$48.9K<0.1%+123+16.1%AddedHistory
SBRASabra Health Care REIT, Inc.REIT2,624$48.9K<0.1%+69+2.7%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM1,535$48.9K<0.1%+54+3.6%AddedHistory
PNWPinnacle West Capital CorpCOM546$48.9K<0.1%−784−58.9%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