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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
CCSCentury Communities, Inc.COM773$49.0K<0.1%+43+5.9%AddedHistory
AGIAlamos Gold IncStock1,416$49.4K<0.1%+581+69.6%AddedHistory
BDNBrandywine Realty TrustSH BEN INT NEW11,904$49.6K<0.1%−401−3.3%ReducedHistory
MUSAMurphy USA Inc.COM128$49.7K<0.1%+60+88.2%AddedHistory
FCFFirst Commonwealth Financial CorpCOM2,924$49.9K<0.1%+315+12.1%AddedHistory
ENTGEntegris IncCOM539$49.9K<0.1%−105−16.3%ReducedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD6,794$49.9K<0.1%−172−2.5%ReducedHistory
PHINPhinia Inc.COMMON STOCK868$49.9K<0.1%+222+34.4%AddedHistory
VRRMVerra Mobility CorpCL A COM STK2,020$49.9K<0.1%+526+35.2%AddedHistory
IAUXi-80 Gold Corp.COM52,267$49.9K<0.1%−11,900−18.5%ReducedHistory
WSFSWSFS Financial CorpCOM927$50.0K<0.1%−45−4.6%ReducedHistory
ASRSoutheast Airport GroupSPON ADR SER B155$50.1K<0.1%−1−0.6%ReducedHistory
WYWeyerhaeuser CoCOM NEW2,023$50.1K<0.1%−82−3.9%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM30$50.1K<0.1%−13−30.2%ReducedHistory
PRMBPrimo Brands CorpCLASS A COM SHS2,273$50.2K<0.1%+182+8.7%AddedHistory
DYDycom Industries IncCOM173$50.5K<0.1%+12+7.5%AddedHistory
MCMoelis & CoCL A708$50.5K<0.1%+111+18.6%AddedHistory
HXLHexcel CorpCOM806$50.5K<0.1%−80−9.0%ReducedHistory
PHIPLDT Inc.SPONSORED ADR2,705$50.6K<0.1%−364−11.9%ReducedHistory
WDFCWD 40 CoCOM256$50.6K<0.1%+99+63.1%AddedHistory
CENXCentury Aluminum CoCOM1,723$50.6K<0.1%−99−5.4%ReducedHistory
WINGWingstop Inc.COM201$50.6K<0.1%−302−60.0%ReducedHistory
VBTXVeritex Holdings, Inc.COM1,510$50.6K<0.1%−61−3.9%ReducedHistory
LAURLaureate Education, Inc.COMMON STOCK1,607$50.7K<0.1%−43−2.6%ReducedHistory
TALOTalos Energy Inc.COM5,294$50.8K<0.1%−1,266−19.3%ReducedHistory
FLUTFlutter Entertainment plcSHS200$50.8K<0.1%−48−19.4%ReducedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR2,048$51.0K<0.1%−294−12.6%ReducedHistory
iShares Tr46436E601ESG MSCI EM LDRS866$51.0K<0.1%00.0%Unchanged–
INSWInternational Seaways, Inc.COM1,109$51.1K<0.1%−399−26.5%ReducedHistory
FBKFB Financial CorpCOM918$51.2K<0.1%+54+6.3%AddedHistory
AUBAtlantic Union Bankshares CorpCOM1,454$51.3K<0.1%−88−5.7%ReducedHistory
AVAVAeroVironment IncCOM163$51.3K<0.1%+4+2.5%AddedHistory
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$51.3K<0.1%+1,942New–
HIMXHimax Technologies, Inc.SPONSORED ADR5,816$51.4K<0.1%−240−4.0%ReducedHistory
BANRBanner CorpCOM NEW785$51.4K<0.1%+82+11.7%AddedHistory
ALLYAlly Financial Inc.Stock1,312$51.4K<0.1%−165−11.2%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,047$51.5K<0.1%−165−13.6%ReducedHistory
OGSONE Gas, Inc.COM638$51.6K<0.1%+65+11.3%AddedHistory
HURNHuron Consulting Group Inc.Stock352$51.7K<0.1%−17−4.6%ReducedHistory
U.S. Global Jets ETF26922A842ETF2,100$51.8K<0.1%00.0%Unchanged–
HFWAHeritage Financial CorpCOM2,140$51.8K<0.1%+182+9.3%AddedHistory
BRCBrady CorpCL A664$51.8K<0.1%−20−2.9%ReducedHistory
PTCTPTC Therapeutics, Inc.COM847$52.0K<0.1%−296−25.9%ReducedHistory
ENVAEnova International, Inc.COM454$52.3K<0.1%+4+0.9%AddedHistory
WTFCWintrust Financial CorpCOM395$52.3K<0.1%−5−1.3%ReducedHistory
NVSTEnvista Holdings CorpCOM2,569$52.3K<0.1%+155+6.4%AddedHistory
DKSDick's Sporting Goods, Inc.Stock236$52.4K<0.1%+63+36.4%AddedHistory
BKUBankUnited, Inc.COM1,378$52.6K<0.1%−153−10.0%ReducedHistory
ACIWAci Worldwide, Inc.Stock1,001$52.8K<0.1%+57+6.0%AddedHistory
Vanguard Financials ETF92204A405ETF403$52.9K<0.1%00.0%Unchanged–
HOPEHope Bancorp IncCOM4,927$53.1K<0.1%−99−2.0%ReducedHistory
REALTheRealReal, Inc.COM5,000$53.1K<0.1%−44−0.9%ReducedHistory
ALSNAllison Transmission Holdings IncStock627$53.2K<0.1%−391−38.4%ReducedHistory
GDSGDS Holdings LtdSPONSORED ADS1,377$53.3K<0.1%−429−23.8%ReducedHistory
CNRCore Natural Resources, Inc.COM SHS639$53.3K<0.1%+223+53.6%AddedHistory
JEFJefferies Financial Group Inc.COM816$53.4K<0.1%−76−8.5%ReducedHistory
Capital Group Equity ETF Tr14022A201US LARGE GROWT1,882$53.5K<0.1%+1,882New–
SMBKSmartfinancial Inc.COM NEW1,498$53.5K<0.1%−1−0.1%ReducedHistory
IRTCiRhythm Holdings, Inc.COM312$53.7K<0.1%+6+2.0%AddedHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$53.7K<0.1%00.0%UnchangedHistory
YALAYalla Group LtdADS7,155$53.7K<0.1%+674+10.4%AddedHistory
CHCOCity Holding CoCOM436$54.0K<0.1%+8+1.9%AddedHistory
SSLSasol LtdSPONSORED ADR8,688$54.0K<0.1%−272−3.0%ReducedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR859$54.0K<0.1%+41+5.0%Added–
HEREHere Group LtdADS5,994$54.1K<0.1%−514−7.9%ReducedHistory
JMIAJumia Technologies AGSPONSORED ADS4,659$54.1K<0.1%+19+0.4%AddedHistory
IONSIonis Pharmaceuticals IncCOM827$54.1K<0.1%−274−24.9%ReducedHistory
YSGYatsen Holding LtdADS5,972$54.1K<0.1%00.0%UnchangedHistory
WUWestern Union COStock6,780$54.2K<0.1%−3,841−36.2%ReducedHistory
ICFIICF International, Inc.Stock586$54.4K<0.1%+164+38.9%AddedHistory
PAYCPaycom Software, Inc.Stock261$54.4K<0.1%−43−14.1%ReducedHistory
GLNGGolar LNG LtdSHS1,347$54.4K<0.1%−9−0.7%ReducedHistory
AKRAcadia Realty TrustCOM SH BEN INT2,704$54.5K<0.1%−280−9.4%ReducedHistory
OBDCBlue Owl Capital CorpCOM4,270$54.5K<0.1%−4,458−51.1%ReducedHistory
DORMDorman Products, Inc.COM350$54.6K<0.1%+114+48.3%AddedHistory
COCOVita Coco Company, Inc.COM1,285$54.6K<0.1%−84−6.1%ReducedHistory
HHHHoward Hughes Holdings Inc.COM665$54.6K<0.1%+149+28.9%AddedHistory
DXPEDXP Enterprises IncCOM NEW459$54.7K<0.1%−10−2.1%ReducedHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$54.7K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF171$54.7K<0.1%+119+228.8%Added–
RVTYRevvity, Inc.COM625$54.8K<0.1%−275−30.6%ReducedHistory
TAPMolson Coors Beverage CoCL B1,211$54.8K<0.1%+27+2.3%AddedHistory
NWBINorthwest Bancshares, Inc.COM4,425$54.8K<0.1%−1,366−23.6%ReducedHistory
ALBAlbemarle CorpStock677$54.9K<0.1%+104+18.2%AddedHistory
DRSLeonardo DRS, Inc.Stock1,210$54.9K<0.1%+772+176.3%AddedHistory
CAECae IncCOM1,857$55.0K<0.1%+197+11.9%AddedHistory
Dimensional ETF Trust25434V773INTL SMALL CAP E1,743$55.1K<0.1%−1,677−49.0%Reduced–
CDPCopt Defense PropertiesREIT1,898$55.2K<0.1%+213+12.6%AddedHistory
HOUSAnywhere Real Estate Inc.COM5,210$55.2K<0.1%+7+0.1%AddedHistory
BCOBrinks CoCOM473$55.3K<0.1%−50−9.6%ReducedHistory
TMDXTransMedics Group, Inc.COM494$55.4K<0.1%+9+1.9%AddedHistory
WAFDWafd IncStock1,830$55.4K<0.1%−71−3.7%ReducedHistory
XPOXPO, Inc.COM429$55.5K<0.1%+95+28.4%AddedHistory
COHRCoherent Corp.COM515$55.5K<0.1%−201−28.1%ReducedHistory
NTCTNetscout Systems IncCOM2,149$55.5K<0.1%+133+6.6%AddedHistory
TRMKTrustmark CorpCOM1,403$55.6K<0.1%+155+12.4%AddedHistory
SHCSotera Health CoCOM3,534$55.6K<0.1%+246+7.5%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR2,020$55.7K<0.1%−399−16.5%ReducedHistory
GEFGreif, IncCL A933$55.8K<0.1%+646+225.1%AddedHistory
CMCLCaledonia Mining Corp PlcSHS NEW1,541$55.8K<0.1%−369−19.3%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