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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
ONBOld National BancorpStock2,945$64.6K<0.1%−623−17.5%ReducedHistory
FNVFranco Nevada CorpStock291$64.9K<0.1%+26+9.8%AddedHistory
WEXWEX Inc.COM412$64.9K<0.1%+17+4.3%AddedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF250$65.0K<0.1%00.0%Unchanged–
UCBUnited Community Banks IncCOM2,073$65.0K<0.1%+122+6.3%AddedHistory
RRyder System IncCOM346$65.3K<0.1%−41−10.6%ReducedHistory
GNWGenworth Financial IncCOM SHS7,342$65.3K<0.1%−721−8.9%ReducedHistory
AROCArchrock, Inc.COM2,488$65.5K<0.1%−211−7.8%ReducedHistory
TTMITTM Technologies IncCOM1,137$65.5K<0.1%−107−8.6%ReducedHistory
ONTOOnto Innovation Inc.COM507$65.5K<0.1%−70−12.1%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM8,316$65.5K<0.1%+3,861+86.7%AddedHistory
LPXLouisiana-Pacific CorpCOM738$65.6K<0.1%−216−22.6%ReducedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS5,145$65.6K<0.1%+379+8.0%AddedHistory
iShares Tr46435U713US INFRASTRUC1,243$65.7K<0.1%−273−18.0%Reduced–
BEBloom Energy CorpCOM CL A777$65.7K<0.1%+1+0.1%AddedHistory
LYTSLsi Industries IncCOM2,784$65.7K<0.1%+15+0.5%AddedHistory
ACAArcosa, Inc.COM702$65.8K<0.1%−37−5.0%ReducedHistory
FBIZFirst Business Financial Services, Inc.COM1,284$65.8K<0.1%−7−0.5%ReducedHistory
Fidelity Covington Trust31609A404ENHANCED INTL1,867$65.9K<0.1%+1,483+386.2%Added–
HAFCHanmi Financial CorpCOM NEW2,672$66.0K<0.1%+394+17.3%AddedHistory
ECCEagle Point Credit CoCOM10,000$66.1K<0.1%+1,750+21.2%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock1,849$66.3K<0.1%+1,577+579.8%AddedHistory
iShares Tr46432F388MSCI USA VALUE531$66.4K<0.1%+159+42.7%Added–
RCIRogers Communications IncCL B1,928$66.5K<0.1%−53−2.7%ReducedHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,549$66.5K<0.1%+541+53.7%Added–
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK1,462$66.6K<0.1%+661+82.5%Added–
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF2,509$66.7K<0.1%+2,509New–
CSWCCapital Southwest CorpCOM3,055$66.8K<0.1%+268+9.6%AddedHistory
GMABGenmab A/SSPONSORED ADS2,178$66.8K<0.1%+64+3.0%AddedHistory
HUNHuntsman CORPCOM7,450$66.9K<0.1%−1,506−16.8%ReducedHistory
VLYValley National BancorpCOM6,337$67.2K<0.1%+453+7.7%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$67.2K<0.1%00.0%Unchanged–
SUPNSupernus Pharmaceuticals, Inc.COM1,417$67.7K<0.1%−215−13.2%ReducedHistory
OFGOfg BancorpCOM1,558$67.8K<0.1%+25+1.6%AddedHistory
NJRNew Jersey Resources CorpStock1,410$67.9K<0.1%+207+17.2%AddedHistory
OPCHOption Care Health, Inc.COM NEW2,447$67.9K<0.1%+1,040+73.9%AddedHistory
WALWestern Alliance BancorporationCOM785$68.1K<0.1%−55−6.5%ReducedHistory
BGRBlackRock Energy & Resources TrustCOM5,020$68.1K<0.1%+4,000+392.2%AddedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM563$68.2K<0.1%+506+887.7%Added–
ProShares Tr74347X823ULTRPRO DOW30638$68.3K<0.1%00.0%Unchanged–
CARAvis Budget Group, Inc.COM427$68.6K<0.1%00.0%UnchangedHistory
PORPortland General Electric CoCOM NEW1,559$68.6K<0.1%−95−5.7%ReducedHistory
TRNTrinity Industries IncCOM2,462$69.0K<0.1%+353+16.7%AddedHistory
THQabrdn Healthcare Opportunities FundSHS4,000$69.2K<0.1%00.0%UnchangedHistory
MRCYMercury Systems IncCOM897$69.4K<0.1%−32−3.4%ReducedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF1,442$69.5K<0.1%−381−20.9%Reduced–
HRLHormel Foods CorpCOM2,811$69.5K<0.1%−1,920−40.6%ReducedHistory
RIVNRivian Automotive, Inc.Stock4,738$69.6K<0.1%−1,848−28.1%ReducedHistory
JOBYJoby Aviation, Inc.COMMON STOCK4,324$69.8K<0.1%+1,784+70.2%AddedHistory
BGCBGC Group, Inc.CL A7,381$69.8K<0.1%+4,690+174.3%AddedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK3,129$70.1K<0.1%+119+4.0%AddedHistory
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF281$70.1K<0.1%+267+1,907.1%Added–
TTANServiceTitan, Inc.SHS CL A697$70.3K<0.1%−178−20.3%ReducedHistory
MAPSWM Technology, Inc.COM60,760$70.5K<0.1%+326+0.5%AddedHistory
HRBH&R Block IncCOM1,396$70.6K<0.1%+482+52.7%AddedHistory
HRHealthcare Realty Trust IncCL A COM3,921$70.7K<0.1%+442+12.7%AddedHistory
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM5,000$70.7K<0.1%+5,000NewHistory
PIMCO ETF Tr72201R7830-5 HIGH YIELD739$70.7K<0.1%−50−6.3%Reduced–
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$70.7K<0.1%00.0%UnchangedHistory
LRNStride, Inc.COM475$70.7K<0.1%−37−7.2%ReducedHistory
Vanguard Utilities ETF92204A876ETF375$71.0K<0.1%00.0%Unchanged–
OXLCOxford Lane Capital Corp.COM4,200$71.1K<0.1%+200+5.0%AddedConverted for a 1-for-5 splitHistory
AAAlcoa CorpStock2,164$71.2K<0.1%+124+6.1%AddedHistory
GENGen Digital Inc.Stock2,510$71.2K<0.1%+69+2.8%AddedHistory
POSTPost Holdings, Inc.COM663$71.3K<0.1%−243−26.8%ReducedHistory
AGOAssured Guaranty LtdCOM845$71.5K<0.1%−23−2.6%ReducedHistory
HIWHighwoods Properties, Inc.COM2,251$71.6K<0.1%+9+0.4%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD5,339$71.7K<0.1%+1,269+31.2%Added–
CSLCarlisle Companies IncCOM218$71.7K<0.1%+11+5.3%AddedHistory
VNOVornado Realty TrustSH BEN INT1,772$71.8K<0.1%+60+3.5%AddedHistory
PBAPembina Pipeline CorpCOM1,778$71.9K<0.1%+12+0.7%AddedHistory
FSVFirstService CorpCOM378$72.0K<0.1%+13+3.6%AddedHistory
KFYKorn FerryCOM NEW1,029$72.0K<0.1%+175+20.5%AddedHistory
HAYWHayward Holdings, Inc.COM4,780$72.3K<0.1%+80+1.7%AddedHistory
TXG10x Genomics, Inc.CL A COM6,187$72.3K<0.1%−1,303−17.4%ReducedHistory
ANFAbercrombie & Fitch CoCL A848$72.5K<0.1%+134+18.8%AddedHistory
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$72.6K<0.1%−198−5.4%ReducedHistory
OTEXOpen Text CorpCOM1,941$72.6K<0.1%−64−3.2%ReducedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR1,887$72.7K<0.1%+1,268+204.8%AddedHistory
RPMRPM International IncCOM617$72.8K<0.1%+108+21.2%AddedHistory
APGAPi Group CorpCOM STK2,121$72.9K<0.1%+846+66.4%AddedHistory
LPLLG Display Co., Ltd.SPONS ADR REP13,984$73.0K<0.1%+1,137+8.9%AddedHistory
TRUTransUnionCOM872$73.1K<0.1%+344+65.2%AddedHistory
EXPEagle Materials IncCOM316$73.7K<0.1%+144+83.7%AddedHistory
BOILProShares Trust IIETF2,457$73.7K<0.1%+2,457NewHistory
YUMCYum China Holdings, Inc.COM1,718$73.7K<0.1%+196+12.9%AddedHistory
BF.ABrown Forman CorpCL A2,743$73.8K<0.1%−622−18.5%ReducedHistory
CFRCullen/Frost Bankers, Inc.COM583$73.8K<0.1%−591−50.3%ReducedHistory
DVADavita Inc.COM556$73.9K<0.1%−837−60.1%ReducedHistory
DSGXDescartes Systems Group IncCOM785$74.0K<0.1%+104+15.3%AddedHistory
BBTBeacon Financial CorpCOM3,123$74.0K<0.1%+1,285+69.9%AddedHistory
RGTIRigetti Computing, Inc.COMMON STOCK2,487$74.1K<0.1%+665+36.5%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$74.1K<0.1%00.0%Unchanged–
XFLTXAI Floating Rate & Alternative Income TrustCOM14,000$74.2K<0.1%+3,500+33.3%AddedHistory
CELHCelsius Holdings, Inc.COM NEW1,293$74.3K<0.1%+174+15.5%AddedHistory
OGEOGE Energy Corp.COM1,610$74.5K<0.1%−16−1.0%ReducedHistory
PBHPrestige Consumer Healthcare Inc.COM1,202$75.0K<0.1%−252−17.3%ReducedHistory
VALValaris LtdCL A1,539$75.1K<0.1%−314−16.9%ReducedHistory
MAAMid America Apartment Communities Inc.COM538$75.2K<0.1%−389−42.0%ReducedHistory
AVAAvista CorpCOM1,996$75.5K<0.1%−1,121−36.0%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