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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
FORMFormfactor IncCOM1,534$55.9K<0.1%−309−16.8%ReducedHistory
MTHMeritage Homes CORPCOM772$55.9K<0.1%+73+10.4%AddedHistory
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,608$56.2K<0.1%+150+10.3%Added–
AMGAffiliated Managers Group, Inc.Stock236$56.3K<0.1%−45−16.0%ReducedHistory
STAGSTAG Industrial, Inc.COM1,596$56.3K<0.1%+160+11.1%AddedHistory
RVTRoyce Small-Cap Trust, Inc.COM3,500$56.5K<0.1%+1,750+100.0%AddedHistory
ECHOEchoStar CORPCL A740$56.5K<0.1%−198−21.1%ReducedHistory
MTXMinerals Technologies IncCOM910$56.5K<0.1%+314+52.7%AddedHistory
Innovator ETFs Trust45782C474US SML CP PWR B1,402$56.6K<0.1%00.0%Unchanged–
HIMSHims & Hers Health, Inc.Stock998$56.6K<0.1%+60+6.4%AddedHistory
KRPKimbell Royalty Partners, LPUNIT4,200$56.7K<0.1%00.0%UnchangedHistory
MMYTMakeMyTrip LtdStock607$56.8K<0.1%+9+1.5%AddedHistory
iShares Tr46434V787YLD OPTIM BD2,486$57.0K<0.1%+15+0.6%Added–
ACLSAxcelis Technologies IncStock585$57.1K<0.1%+134+29.7%AddedHistory
COLMColumbia Sportswear CoCOM1,094$57.2K<0.1%+411+60.2%AddedHistory
HTHTH World Group LtdSPONSORED ADS1,463$57.2K<0.1%+13+0.9%AddedHistory
TEMTempus AI, Inc.CL A709$57.2K<0.1%+18+2.6%AddedHistory
NOKNokia CorpSPONSORED ADR11,940$57.4K<0.1%−3,843−24.3%ReducedHistory
LNCLincoln National CorpCOM1,427$57.6K<0.1%−99−6.5%ReducedHistory
BGBunge Global SACOM SHS710$57.7K<0.1%−200−22.0%ReducedHistory
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$57.7K<0.1%00.0%UnchangedHistory
DDSDillard's, Inc.CL A94$57.8K<0.1%+5+5.6%AddedHistory
NVRNVR IncCOM7$57.9K<0.1%−3−30.0%ReducedHistory
Unified Ser Tr90470L469ONEASCENT EMGRG1,683$57.9K<0.1%+861+104.7%Added–
ORAOrmat Technologies, Inc.COM602$57.9K<0.1%+79+15.1%AddedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM4,533$58.0K<0.1%−2,189−32.6%ReducedHistory
ELSEquity Lifestyle Properties IncCOM956$58.0K<0.1%−2,553−72.8%ReducedHistory
SIGSignet Jewelers LtdSHS605$58.1K<0.1%−73−10.8%ReducedHistory
American Centy ETF Tr025072885US EQT ETF535$58.2K<0.1%+177+49.4%Added–
OKLOOklo Inc.COM CL A521$58.2K<0.1%−134−20.5%ReducedHistory
MNSOMINISO Group Holding LtdSPONSORED ADS2,587$58.2K<0.1%+364+16.4%AddedHistory
Dole PLC Ord Shs256603101Stock4,338$58.3K<0.1%−132−3.0%Reduced–
DXCMDexcom IncCOM868$58.4K<0.1%−268−23.6%ReducedHistory
TMETencent Music Entertainment GroupSPON ADS2,505$58.5K<0.1%−500−16.6%ReducedHistory
CCJCameco CorpStock698$58.5K<0.1%+92+15.2%AddedHistory
HTBKHeritage Commerce CorpCOM5,911$58.7K<0.1%+508+9.4%AddedHistory
Vanguard Consumer Discretionary ETF92204A108ETF149$59.0K<0.1%00.0%Unchanged–
TCOMTrip.com Group LtdADS785$59.0K<0.1%+84+12.0%AddedHistory
EMNEastman Chemical CoStock938$59.1K<0.1%−20−2.1%ReducedHistory
MAINMain Street Capital CORPCEF931$59.2K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$59.3K<0.1%−839−29.3%Reduced–
UHAL.BU-Haul Holding CoCOM SER N1,167$59.4K<0.1%−338−22.5%ReducedHistory
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD1,598$59.5K<0.1%+1,106+224.8%Added–
SIMOSilicon Motion Technology CORPSPONSORED ADR629$59.6K<0.1%+47+8.1%AddedHistory
TDToronto Dominion BankStock746$59.7K<0.1%+119+19.0%AddedHistory
NSITInsight Enterprises IncCOM527$59.8K<0.1%−248−32.0%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM1,840$59.8K<0.1%+1,150+166.7%AddedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D2,471$60.0K<0.1%+6+0.2%AddedHistory
WSBCWesbanco IncCOM1,885$60.2K<0.1%+49+2.7%AddedHistory
HEI.AHeico CorpCL A237$60.2K<0.1%+11+4.9%AddedHistory
Vanguard Communication Services ETF92204A884ETF321$60.3K<0.1%−152−32.1%Reduced–
ALTAltimmune, Inc.COM NEW16,033$60.4K<0.1%+15,913+13,260.8%AddedHistory
CFFNCapitol Federal Financial, Inc.COM9,520$60.5K<0.1%+1,019+12.0%AddedHistory
BKEBuckle IncCOM1,032$60.5K<0.1%+75+7.8%AddedHistory
FELEFranklin Electric Co IncCOM636$60.5K<0.1%+211+49.6%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A1,473$60.6K<0.1%+688+87.6%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A3,784$60.6K<0.1%+16+0.4%AddedHistory
iShares Inc46434G889EMNG MKTS EQT1,071$60.6K<0.1%00.0%Unchanged–
RPAYRepay Holdings CorpCOM CL A11,610$60.7K<0.1%+1,177+11.3%AddedHistory
ECGEverus Construction Group, Inc.Stock709$60.8K<0.1%00.0%UnchangedHistory
MODModine Manufacturing CoCOM429$61.0K<0.1%−1−0.2%ReducedHistory
CUZCousins Properties IncCOM NEW2,108$61.0K<0.1%+8+0.4%AddedHistory
NHCNational Healthcare CorpCOM503$61.1K<0.1%−130−20.5%ReducedHistory
SLRCSLR Investment Corp.COM4,000$61.2K<0.1%00.0%UnchangedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,251$61.2K<0.1%−260−7.4%ReducedHistory
iShares Select Dividend ETF464287168ETF432$61.3K<0.1%00.0%Unchanged–
CNOCNO Financial Group, Inc.COM1,553$61.4K<0.1%+377+32.1%AddedHistory
HCIHCI Group, Inc.COM322$61.8K<0.1%+105+48.4%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX1,221$61.8K<0.1%+970+386.5%Added–
PRPermian Resources CorpCLASS A COM4,844$62.0K<0.1%+674+16.2%AddedHistory
JBGSJBG Smith PropertiesCOM2,790$62.1K<0.1%−483−14.8%ReducedHistory
STRAStrategic Education, Inc.COM722$62.1K<0.1%−440−37.9%ReducedHistory
CNXCNX Resources CorpCOM1,935$62.2K<0.1%+10+0.5%AddedHistory
FULFuller H B CoStock1,052$62.4K<0.1%−166−13.6%ReducedHistory
NPKNational Presto Industries IncCOM559$62.7K<0.1%−72−11.4%ReducedHistory
Pacer FDS Tr69374H436METAURUS CAP 4001,500$62.9K<0.1%00.0%Unchanged–
SMRNuscale Power CorpCL A COM1,746$62.9K<0.1%+52+3.1%AddedHistory
STLAStellantis N.V.SHS6,734$62.9K<0.1%+448+7.1%AddedHistory
HLHecla Mining CoCOM5,207$63.0K<0.1%−949−15.4%ReducedHistory
XPEVXpeng Inc.ADS2,694$63.1K<0.1%+389+16.9%AddedHistory
LSTRLandstar System IncCOM515$63.1K<0.1%+200+63.5%AddedHistory
CNACna Financial CorpCOM1,359$63.1K<0.1%−76−5.3%ReducedHistory
DJTTrump Media & Technology Group Corp.Stock3,846$63.2K<0.1%+151+4.1%AddedHistory
KNKnowles CorpCOM2,712$63.2K<0.1%−783−22.4%ReducedHistory
iShares Tr464288372GLB INFRASTR ETF1,036$63.3K<0.1%+957+1,211.4%Added–
CDECoeur Mining, Inc.COM NEW3,391$63.6K<0.1%+23+0.7%AddedHistory
AEISAdvanced Energy Industries IncCOM374$63.6K<0.1%+62+19.9%AddedHistory
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$63.8K<0.1%00.0%Unchanged–
iShares Tr464287549EXPND TEC SC ETF507$63.9K<0.1%−54−9.6%Reduced–
Bank of Amer Corp0605056827.25%CNV PFD L50$64.0K<0.1%00.0%Unchanged–
FLOFlowers Foods IncCOM4,905$64.0K<0.1%−156−3.1%ReducedHistory
DPZDominos Pizza IncCOM148$64.0K<0.1%−3−2.0%ReducedHistory
BHFBrighthouse Financial, Inc.COM1,206$64.0K<0.1%+733+155.0%AddedHistory
IPGPIpg Photonics CorpCOM809$64.1K<0.1%+65+8.7%AddedHistory
BANFBancfirst CorpCOM507$64.1K<0.1%+105+26.1%AddedHistory
ESEEsco Technologies IncCOM304$64.2K<0.1%−67−18.1%ReducedHistory
HCSGHealthcare Services Group IncCOM3,816$64.2K<0.1%+1,630+74.6%AddedHistory
OGNOrganon & Co.Stock6,031$64.4K<0.1%−354−5.5%ReducedHistory
DGICADonegal Group IncCL A3,327$64.5K<0.1%−352−9.6%ReducedHistory
GHGuardant Health, Inc.COM1,033$64.5K<0.1%−15−1.4%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